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
$62.1B
$323 Million 0.03% of portfolio
7,604
Q3 2024 Added 0.56%
$0
$314 Million 0.03% of portfolio
3,789
Q1 2024 Reduced 25.55%
$0
$281 Million 0.03% of portfolio
2,872
Q3 2024 Reduced 3.69%
$6.37B
$317 Million 0.03% of portfolio
5,569
Q3 2024 Reduced 17.44%
$7.32B
$305 Million 0.03% of portfolio
2,250
Q2 2024 New
$165B
$352 Million 0.03% of portfolio
1,316
Q3 2024 Added 21.29%
$31.5B
$329 Million 0.03% of portfolio
5,967
Q3 2024 Reduced 6.31%
$90.3B
$287 Million 0.03% of portfolio
586
Q3 2024 Added 20.58%
$4.48B
$310 Million 0.03% of portfolio
4,492
Q4 2023 New
$229B
$312 Million 0.03% of portfolio
2,999
Q3 2024 Reduced 1.48%
$8.99B
$334 Million 0.03% of portfolio
12,350
Q3 2024 Reduced 0.23%
$56.2B
$301 Million 0.03% of portfolio
1,579
Q3 2024 New
$47.2B
$285 Million 0.03% of portfolio
1,212
Q3 2024 Added 2.97%
$148B
$320 Million 0.03% of portfolio
973
Q3 2024 New
$25.7B
$322 Million 0.03% of portfolio
1,666
Q3 2024 New
$0
$332 Million 0.03% of portfolio
4,708
Q4 2023 New
$0
$370 Million 0.03% of portfolio
3,887
Q2 2024 Reduced 3.91%
$0
$337 Million 0.03% of portfolio
2,678
Q1 2024 Reduced 24.09%
$0
$295 Million 0.03% of portfolio
2,985
Q3 2024 Added 15.47%
$0
$320 Million 0.03% of portfolio
4,020
Q4 2023 New
$43.5B
$274 Million 0.03% of portfolio
4,110
Q3 2024 Reduced 5.19%
$41.6B
$303 Million 0.03% of portfolio
2,897
Q3 2024 Added 1.47%
$79.5B
$306 Million 0.03% of portfolio
1,714
Q3 2024 Added 7.26%
$154B
$380 Million 0.03% of portfolio
1,511
Q3 2024 Reduced 11.53%
Cooper Cos Inc
-
$279 Million 0.03% of portfolio
-
Q3 2024 Reduced 0.27%
$52B
$290 Million 0.03% of portfolio
890
Q3 2024 Added 4.22%
$49.6B
$329 Million 0.03% of portfolio
2,170
Q3 2024 Added 0.14%
$0
$254 Million 0.02% of portfolio
2,358
Q3 2024 Reduced 5.34%
$131B
$230 Million 0.02% of portfolio
2,761
Q3 2024 New
$0
$201 Million 0.02% of portfolio
4,867
Q3 2024 Reduced 17.99%
$0
$272 Million 0.02% of portfolio
1,880
Q2 2024 New
$0
$227 Million 0.02% of portfolio
2,090
Q3 2024 New
$0
$204 Million 0.02% of portfolio
1,736
Q3 2024 New
$0
$268 Million 0.02% of portfolio
3,040
Q3 2024 Reduced 2.25%
$0
$267 Million 0.02% of portfolio
819
Q2 2024 Reduced 5.1%
$87.7B
$239 Million 0.02% of portfolio
5,016
Q3 2024 Added 5.56%
$18.1B
$229 Million 0.02% of portfolio
462
Q3 2024 Reduced 6.1%
$192B
$270 Million 0.02% of portfolio
6,483
Q3 2024 Added 12.32%
$19.7B
$263 Million 0.02% of portfolio
5,791
Q3 2024 Reduced 18.76%
$664M
$218 Million 0.02% of portfolio
13,535
Q2 2024 Reduced 9.77%
$11.8B
$261 Million 0.02% of portfolio
4,153
Q2 2024 Reduced 22.49%
$12.6B
$216 Million 0.02% of portfolio
1,230
Q3 2024 Reduced 23.32%
$236B
$268 Million 0.02% of portfolio
4,057
Q1 2024 Reduced 2.41%
$100B
$269 Million 0.02% of portfolio
11,232
Q3 2024 Added 3.89%
$15.1B
$266 Million 0.02% of portfolio
3,263
Q1 2024 Added 0.15%
$19.2B
$268 Million 0.02% of portfolio
928
Q3 2024 Added 0.54%
$116B
$244 Million 0.02% of portfolio
528
Q3 2024 Added 7.1%
$0
$237 Million 0.02% of portfolio
3,247
Q2 2024 Reduced 58.11%
$0
$256 Million 0.02% of portfolio
2,000
Q2 2024 Reduced 1.72%

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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