Tritonpoint Wealth, LLC Portfolio Holdings

Tritonpoint Wealth, LLC

  • $1.09 Trillion
  • Q3 2024

Tritonpoint Wealth, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.09 Trillion distributed in 330 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $91.4B, Microsoft Corp with a value of $36B, Amazon Com Inc with a value of $33.8B, Vanguard Growth ETF with a value of $29.3B, and Alphabet Inc. with a value of $26.3B.

Examining the 13F form we can see an increase of $55.5B in the current position value, from $1.04T to 1.09T.

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 $1.09 Trillion
ETFs: $267 Billion
Technology: $198 Billion
Financial Services: $121 Billion
Healthcare: $119 Billion
Consumer Cyclical: $96.3 Billion
Industrials: $87.1 Billion
Communication Services: $58.5 Billion
Consumer Defensive: $58.5 Billion
Other: $73.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$82.4B
$2.56 Billion 0.23% of portfolio
14,004
Q3 2024 Reduced 8.74%
$0
$2.5 Billion 0.23% of portfolio
5,126
Q3 2024 Added 0.27%
$501B
$2.44 Billion 0.22% of portfolio
21,095
Q3 2024 Added 2.66%
$0
$2.44 Billion 0.22% of portfolio
12,158
Q3 2024 Reduced 11.51%
$11.5B
$2.36 Billion 0.22% of portfolio
15,255
Q3 2024 Added 7.2%
Labcorp Holdings Inc
-
$2.39 Billion 0.22% of portfolio
-
Q3 2024 Reduced 7.2%
$0
$2.27 Billion 0.21% of portfolio
13,060
Q3 2024 Reduced 15.85%
$0
$2.26 Billion 0.21% of portfolio
8,444
Q3 2024 Reduced 9.55%
$66.1B
$2.1 Billion 0.19% of portfolio
12,184
Q3 2024 Added 930.8%
$14.4B
$2.1 Billion 0.19% of portfolio
20,701
Q3 2024 Added 1.58%
$50.6B
$2.08 Billion 0.19% of portfolio
23,034
Q3 2024 Added 44.22%
$297B
$2.09 Billion 0.19% of portfolio
10,740
Q3 2024 Added 6.94%
$0
$2.12 Billion 0.19% of portfolio
23,314
Q3 2024 Reduced 9.85%
$0
$2.1 Billion 0.19% of portfolio
31,000
Q2 2024 Added 0.06%
$0
$1.96 Billion 0.18% of portfolio
22,290
Q3 2024 Added 1.89%
$238B
$1.96 Billion 0.18% of portfolio
16,258
Q3 2024 Reduced 3.77%
$15.5B
$1.81 Billion 0.17% of portfolio
4,209
Q3 2024 Reduced 0.12%
$1.08T
$1.74 Billion 0.16% of portfolio
6,666
Q3 2024 Added 18.3%
$124B
$1.77 Billion 0.16% of portfolio
6,438
Q3 2024 Reduced 4.14%
$0
$1.6 Billion 0.15% of portfolio
25,718
Q3 2024 Reduced 5.77%
$0
$1.66 Billion 0.15% of portfolio
6,988
Q3 2024 Added 2.12%
$37.7B
$1.65 Billion 0.15% of portfolio
5,894
Q3 2024 Added 25.81%
$0
$1.65 Billion 0.15% of portfolio
31,382
Q3 2024 Reduced 6.47%
$208B
$1.68 Billion 0.15% of portfolio
17,461
Q3 2024 Reduced 13.28%
$152B
$1.51 Billion 0.14% of portfolio
7,289
Q3 2024 Reduced 4.21%
$61.7B
$1.53 Billion 0.14% of portfolio
36,003
Q3 2024 Reduced 13.71%
$0
$1.49 Billion 0.14% of portfolio
2,540
Q3 2024 Reduced 2.38%
$748M
$1.58 Billion 0.14% of portfolio
56,637
Q3 2024 Reduced 19.55%
$146B
$1.43 Billion 0.13% of portfolio
3,972
Q3 2024 Reduced 6.67%
$0
$1.39 Billion 0.13% of portfolio
15,770
Q2 2024 Reduced 9.31%
$426M
$1.43 Billion 0.13% of portfolio
172,551
Q2 2024 Reduced 0.01%
$0
$1.27 Billion 0.12% of portfolio
9,495
Q3 2024 Reduced 1.5%
$393B
$1.31 Billion 0.12% of portfolio
1,845
Q3 2024 Added 15.38%
$123B
$1.26 Billion 0.12% of portfolio
24,786
Q3 2024 Reduced 24.98%
$0
$1.36 Billion 0.12% of portfolio
14,594
Q2 2024 Added 8.02%
$173B
$1.31 Billion 0.12% of portfolio
7,704
Q3 2024 Reduced 0.75%
$0
$1.16 Billion 0.11% of portfolio
3,095
Q3 2024 Reduced 3.13%
$0
$1.24 Billion 0.11% of portfolio
25,633
Q3 2024 Reduced 20.84%
$0
$1.18 Billion 0.11% of portfolio
38,938
Q3 2024 Reduced 3.09%
$0
$1.2 Billion 0.11% of portfolio
13,425
Q1 2024 Added 424.41%
$14.2B
$1.21 Billion 0.11% of portfolio
16,292
Q3 2024 Reduced 1.02%
$236B
$1.14 Billion 0.1% of portfolio
21,492
Q3 2024 Reduced 50.61%
$76.9B
$1.09 Billion 0.1% of portfolio
3,635
Q3 2024 Reduced 6.87%
$0
$1.13 Billion 0.1% of portfolio
11,435
Q3 2024 Reduced 7.07%
$38.1B
$1.1 Billion 0.1% of portfolio
7,448
Q3 2024 Reduced 1.05%
$0
$1.06 Billion 0.1% of portfolio
11,083
Q2 2024 Reduced 1.67%
$70.7B
$1.01 Billion 0.09% of portfolio
7,331
Q3 2024 Added 0.71%
$76.3B
$988 Million 0.09% of portfolio
9,045
Q3 2024 Added 0.39%
$0
$1.01 Billion 0.09% of portfolio
3,856
Q3 2024 Added 27.68%

Summary

  • Portfolio
  • No. of Stocks 330
  • Current Value $1.09 Trillion
  • Prior Value $1.04 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 25 stocks
  • Additional Purchases 139 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 123 stocks
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