Tritonpoint Wealth, LLC Portfolio Holdings

Tritonpoint Wealth, LLC

  • $1.05 Trillion
  • Q1 2025

Tritonpoint Wealth, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.05 Trillion distributed in 338 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $87.6B, Amazon Com Inc with a value of $34.2B, Vanguard Growth ETF with a value of $34.1B, Microsoft Corp with a value of $31.6B, and Jpmorgan Chase & CO with a value of $24B.

Examining the 13F form we can see an decrease of $54.4B in the current position value, from $1.1T to 1.05T.

Tritonpoint Wealth, LLC is based out at Chevy Chase, MD

Below you can find more details about Tritonpoint Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.05 Trillion
ETFs: $266 Billion
Technology: $174 Billion
Financial Services: $131 Billion
Healthcare: $103 Billion
Consumer Cyclical: $92.8 Billion
Industrials: $76.6 Billion
Communication Services: $55.6 Billion
Consumer Defensive: $54.5 Billion
Other: $66.3 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$144B
$15.8 Billion 1.51% of portfolio
77,073
Q1 2025 Reduced 4.13%
$188B
$14.9 Billion 1.42% of portfolio
30,092
Q1 2025 Reduced 1.03%
$12.6B
$13.3 Billion 1.27% of portfolio
123,801
Q1 2025 Reduced 1.32%
$24.3B
$13.3 Billion 1.26% of portfolio
75,602
Q1 2025 Reduced 0.9%
$92.9B
$11.1 Billion 1.06% of portfolio
162,317
Q1 2025 Added 2.68%
$150B
$10.6 Billion 1.0% of portfolio
86,658
Q1 2025 Reduced 1.35%
$119B
$10.3 Billion 0.98% of portfolio
34,106
Q1 2025 Reduced 0.98%
$165B
$10.3 Billion 0.98% of portfolio
20,647
Q1 2025 Reduced 0.38%
$72.1B
$8.29 Billion 0.79% of portfolio
46,229
Q1 2025 Reduced 0.87%
$111B
$8.24 Billion 0.78% of portfolio
48,326
Q1 2025 Added 1.61%
$63.6B
$8.18 Billion 0.78% of portfolio
63,790
Q1 2025 Added 2.07%
$182B
$8.1 Billion 0.77% of portfolio
54,017
Q1 2025 Added 2.22%
$97.4B
$7.48 Billion 0.71% of portfolio
76,228
Q1 2025 Added 1.28%
$41.7B
$7.24 Billion 0.69% of portfolio
45,993
Q1 2025 Reduced 0.66%
$102B
$6.08 Billion 0.58% of portfolio
22,905
Q1 2025 Reduced 4.5%
$75.7B
$5.51 Billion 0.52% of portfolio
58,852
Q1 2025 Added 0.83%
$74B
$4.93 Billion 0.47% of portfolio
29,936
Q1 2025 Reduced 9.25%
$72.7B
$4.89 Billion 0.47% of portfolio
19,245
Q1 2025 Reduced 1.09%
$96.5B
$4.69 Billion 0.45% of portfolio
33,548
Q1 2025 Reduced 2.07%
$14.1B
$4.52 Billion 0.43% of portfolio
151,593
Q1 2025 Reduced 3.78%
$80.3B
$4.25 Billion 0.4% of portfolio
17,850
Q1 2025 Reduced 1.22%
$102B
$3.99 Billion 0.38% of portfolio
19,796
Q1 2025 Reduced 0.28%
$177B
$3.82 Billion 0.36% of portfolio
9,959
Q1 2025 Added 512.86%
$65.3B
$3.53 Billion 0.34% of portfolio
103,301
Q1 2025 Added 2.56%
$124B
$3.43 Billion 0.33% of portfolio
7,675
Q1 2025 Reduced 1.04%
$27.6B
$3.47 Billion 0.33% of portfolio
15,222
Q1 2025 Reduced 3.95%
$171B
$3.52 Billion 0.33% of portfolio
10,659
Q1 2025 Added 0.85%
$41.8B
$3.39 Billion 0.32% of portfolio
16,200
Q1 2025 Added 1,270.56%
$79.2B
$2.68 Billion 0.25% of portfolio
4,406
Q1 2025 Reduced 4.32%
$133B
$2.61 Billion 0.25% of portfolio
11,050
Q1 2025 Added 3.97%
$66.9B
$2.53 Billion 0.24% of portfolio
14,382
Q1 2025 Added 0.63%
$81.3B
$2.54 Billion 0.24% of portfolio
15,194
Q1 2025 Added 6.36%
$16.5B
$2.45 Billion 0.23% of portfolio
47,027
Q1 2025 Reduced 1.6%
$69.7B
$2.28 Billion 0.22% of portfolio
20,707
Q1 2025 Reduced 67.71%
$198B
$2.36 Billion 0.22% of portfolio
2,964
Q1 2025 Added 281.47%
$126B
$1.97 Billion 0.19% of portfolio
6,421
Q1 2025 Reduced 1.0%
$16.9B
$1.85 Billion 0.18% of portfolio
4,032
Q1 2025 Reduced 3.75%
$194B
$1.83 Billion 0.17% of portfolio
5,870
Q1 2025 Reduced 86.1%
$106B
$1.69 Billion 0.16% of portfolio
27,775
Q1 2025 Added 4.79%
$34.1B
$1.63 Billion 0.16% of portfolio
5,775
Q1 2025 Reduced 0.47%
$53.7B
$1.59 Billion 0.15% of portfolio
10,850
Q1 2025 New
$14.4B
$1.61 Billion 0.15% of portfolio
20,054
Q1 2025 Reduced 0.1%
$168B
$1.54 Billion 0.15% of portfolio
15,568
Q1 2025 Reduced 3.64%
$64.7B
$1.62 Billion 0.15% of portfolio
2,555
Q1 2025 Reduced 0.16%
$144B
$1.5 Billion 0.14% of portfolio
7,101
Q1 2025 Reduced 1.17%
$144B
$1.51 Billion 0.14% of portfolio
4,042
Q1 2025 Added 0.75%
$35.8B
$1.41 Billion 0.13% of portfolio
14,209
Q1 2025 Reduced 37.58%
$157B
$1.21 Billion 0.12% of portfolio
7,877
Q1 2025 Added 6.36%
$191B
$1.3 Billion 0.12% of portfolio
2,379
Q1 2025 Added 9.18%

Summary

  • Portfolio
  • No. of Stocks 338
  • Current Value $1.05 Trillion
  • Prior Value $1.1 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 154 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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