Tritonpoint Wealth, LLC Portfolio Holdings

Tritonpoint Wealth, LLC

  • $957 Billion
  • Q1 2024

Tritonpoint Wealth, LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $957 Billion distributed in 304 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $78.5B, Vanguard Index Fds S&P 500 ETF with a value of $38.5B, Broadstone Net Lease, Inc. with a value of $28.1B, Microsoft Corp with a value of $26.9B, and Amazon Com Inc with a value of $26.1B.

Examining the 13F form we can see an decrease of $68.1B in the current position value, from $1.02T to 957B.

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 $957 Billion
ETFs: $236 Billion
Technology: $157 Billion
Healthcare: $113 Billion
Financial Services: $102 Billion
Industrials: $86.8 Billion
Consumer Cyclical: $79.3 Billion
Consumer Defensive: $50.4 Billion
Communication Services: $48.5 Billion
Other: $75.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09T
$78.5 Billion 8.21% of portfolio
405,574
Q1 2024 Reduced 6.18%
$0
$38.5 Billion 4.02% of portfolio
44,326
Q1 2024 Reduced 49.75%
$2.86B
$28.1 Billion 2.94% of portfolio
1,611,382
Q1 2024 Reduced 4.62%
$3.09T
$26.9 Billion 2.81% of portfolio
74,421
Q1 2024 Reduced 10.06%
$1.8T
$26.1 Billion 2.73% of portfolio
178,036
Q1 2024 Reduced 3.98%
$1.03T
$21.7 Billion 2.27% of portfolio
159,995
Q1 2024 Reduced 2.08%
$1.06T
$21.2 Billion 2.22% of portfolio
149,614
Q1 2024 Reduced 5.28%
$0
$19.6 Billion 2.05% of portfolio
66,623
Q1 2024 Added 2.12%
$187B
$17.9 Billion 1.88% of portfolio
79,790
Q1 2024 Reduced 1.97%
$594B
$15.8 Billion 1.65% of portfolio
96,972
Q1 2024 Reduced 3.65%
$445B
$15.2 Billion 1.59% of portfolio
61,875
Q1 2024 Reduced 1.04%
$178B
$14.5 Billion 1.52% of portfolio
42,880
Q1 2024 Reduced 1.2%
$101B
$14.2 Billion 1.48% of portfolio
93,685
Q1 2024 Added 1.33%
$426B
$13.5 Billion 1.41% of portfolio
31,336
Q1 2024 Reduced 5.36%
$383B
$13.5 Billion 1.41% of portfolio
87,470
Q1 2024 Reduced 1.96%
$0
$13.1 Billion 1.37% of portfolio
115,332
Q1 2024 Added 7.28%
$223B
$11.7 Billion 1.22% of portfolio
21,541
Q1 2024 Reduced 5.59%
$0
$11.3 Billion 1.18% of portfolio
41,987
Q1 2024 Reduced 71.32%
$318B
$11 Billion 1.15% of portfolio
106,955
Q1 2024 Added 1.84%
$25.8B
$10.9 Billion 1.14% of portfolio
74,104
Q1 2024 Added 0.23%
$93.9B
$10.7 Billion 1.12% of portfolio
153,988
Q1 2024 Added 0.28%
$142B
$10.3 Billion 1.08% of portfolio
31,332
Q1 2024 Reduced 7.13%
$238B
$9.41 Billion 0.98% of portfolio
56,615
Q1 2024 Reduced 1.75%
$106B
$9.32 Billion 0.97% of portfolio
62,121
Q1 2024 Added 61.29%
$0
$9.33 Billion 0.97% of portfolio
254,921
Q1 2024 Reduced 8.36%
$92B
$8.36 Billion 0.87% of portfolio
86,392
Q1 2024 Reduced 8.24%
$0
$8.15 Billion 0.85% of portfolio
55,490
Q1 2024 Reduced 48.06%
$0
$8.03 Billion 0.84% of portfolio
23,298
Q1 2024 Added 32.03%
$343B
$7.93 Billion 0.83% of portfolio
23,952
Q1 2024 Reduced 6.22%
$112B
$7.46 Billion 0.78% of portfolio
34,335
Q1 2024 Reduced 3.69%
$120B
$7.41 Billion 0.77% of portfolio
85,410
Q1 2024 Reduced 1.57%
$178B
$7.19 Billion 0.75% of portfolio
144,580
Q1 2024 Added 209.73%
$0
$6.94 Billion 0.73% of portfolio
64,748
Q1 2024 Added 6.4%
$73B
$6.7 Billion 0.7% of portfolio
62,845
Q1 2024 Added 9.49%
$0
$6.55 Billion 0.69% of portfolio
39,884
Q1 2024 Added 15.42%
$179B
$6.5 Billion 0.68% of portfolio
58,682
Q1 2024 Reduced 9.72%
$318B
$6.47 Billion 0.68% of portfolio
46,823
Q1 2024 Reduced 1.21%
$79.4B
$6.5 Billion 0.68% of portfolio
33,936
Q1 2024 Reduced 3.35%
$539B
$6.49 Billion 0.68% of portfolio
18,523
Q1 2024 Reduced 2.22%
$227B
$6.33 Billion 0.66% of portfolio
140,026
Q1 2024 Added 1.99%
$39.1B
$6.2 Billion 0.65% of portfolio
47,692
Q1 2024 Reduced 0.33%
$5.96B
$6.12 Billion 0.64% of portfolio
95,385
Q1 2024 Reduced 9.31%
$52.8B
$6.15 Billion 0.64% of portfolio
49,246
Q1 2024 Reduced 5.45%
$463B
$5.98 Billion 0.62% of portfolio
12,522
Q1 2024 Reduced 6.44%
$127B
$5.81 Billion 0.61% of portfolio
7,890
Q1 2024 Reduced 0.85%
$0
$5.84 Billion 0.61% of portfolio
22,932
Q1 2024 Reduced 2.88%
$77.5B
$5.78 Billion 0.6% of portfolio
66,010
Q1 2024 Reduced 13.09%
$73B
$5.54 Billion 0.58% of portfolio
25,590
Q1 2024 Reduced 6.19%
$75B
$5.57 Billion 0.58% of portfolio
32,679
Q1 2024 Added 29.16%

Summary

  • Portfolio
  • No. of Stocks 304
  • Current Value $957 Billion
  • Prior Value $1.02 Trillion
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 184 stocks
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