Tritonpoint Wealth, LLC Portfolio Holdings

Tritonpoint Wealth, LLC

  • $1.1 Trillion
  • Q4 2024

Tritonpoint Wealth, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.1 Trillion distributed in 332 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $99.5B, Amazon Com Inc with a value of $38.7B, Microsoft Corp with a value of $35.3B, Vanguard Growth ETF with a value of $32.2B, and Alphabet Inc. with a value of $29.7B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $1.09T to 1.1T.

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 $1.1 Trillion
ETFs: $274 Billion
Technology: $201 Billion
Financial Services: $126 Billion
Healthcare: $106 Billion
Consumer Cyclical: $99.4 Billion
Industrials: $85 Billion
Communication Services: $66.7 Billion
Consumer Defensive: $52.6 Billion
Other: $63 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.63B
$3.95 Billion 0.36% of portfolio
306,877
Q4 2024 Added 18.67%
$187B
$3.83 Billion 0.35% of portfolio
10,569
Q4 2024 Reduced 1.33%
$111B
$3.77 Billion 0.34% of portfolio
7,756
Q4 2024 Reduced 10.25%
$4.67B
$3.28 Billion 0.3% of portfolio
75,381
Q4 2024 Reduced 6.67%
$298B
$3.35 Billion 0.3% of portfolio
53,792
Q4 2024 Reduced 4.93%
$94.4B
$3.31 Billion 0.3% of portfolio
14,286
Q4 2024 Added 17.25%
$72.8B
$3.16 Billion 0.29% of portfolio
100,726
Q4 2024 Reduced 7.51%
$802B
$3.23 Billion 0.29% of portfolio
4,184
Q4 2024 Added 2.65%
$377B
$3.15 Billion 0.29% of portfolio
71,763
Q4 2024 Reduced 1.11%
$90B
$2.93 Billion 0.27% of portfolio
4,605
Q4 2024 Reduced 0.26%
$227B
$2.98 Billion 0.27% of portfolio
10,283
Q4 2024 Reduced 0.56%
$27.9B
$2.96 Billion 0.27% of portfolio
15,848
Q4 2024 Added 0.27%
$78.3B
$2.76 Billion 0.25% of portfolio
14,292
Q4 2024 Added 2.06%
$15.7B
$2.63 Billion 0.24% of portfolio
47,790
Q4 2024 Reduced 0.06%
$1.12T
$2.63 Billion 0.24% of portfolio
6,523
Q4 2024 Reduced 2.15%
$153B
$2.42 Billion 0.22% of portfolio
10,628
Q4 2024 Reduced 0.45%
$9.37B
$2.24 Billion 0.2% of portfolio
14,432
Q4 2024 Reduced 5.39%
$44.8B
$2.22 Billion 0.2% of portfolio
5,802
Q4 2024 Reduced 1.56%
$451B
$2.18 Billion 0.2% of portfolio
20,270
Q4 2024 Reduced 3.91%
$341B
$2.02 Billion 0.18% of portfolio
11,373
Q4 2024 Added 5.89%
$72.2B
$1.82 Billion 0.17% of portfolio
2,559
Q4 2024 Reduced 5.36%
$128B
$1.91 Billion 0.17% of portfolio
6,486
Q4 2024 Added 0.75%
$14.4B
$1.92 Billion 0.17% of portfolio
20,075
Q4 2024 Reduced 3.02%
$201B
$1.81 Billion 0.16% of portfolio
16,156
Q4 2024 Reduced 7.47%
$16.9B
$1.76 Billion 0.16% of portfolio
4,189
Q4 2024 Reduced 0.48%
$136B
$1.62 Billion 0.15% of portfolio
7,185
Q4 2024 Reduced 1.43%
$471B
$1.63 Billion 0.15% of portfolio
1,824
Q4 2024 Reduced 1.14%
$115B
$1.5 Billion 0.14% of portfolio
26,505
Q4 2024 Added 6.94%
$146B
$1.45 Billion 0.13% of portfolio
4,012
Q4 2024 Added 1.01%
$176B
$1.34 Billion 0.12% of portfolio
15,572
Q4 2024 Reduced 4.22%
$225B
$1.25 Billion 0.11% of portfolio
2,179
Q4 2024 Added 5.88%
$72.9B
$1.16 Billion 0.11% of portfolio
9,365
Q4 2024 Added 3.54%
$718M
$1.24 Billion 0.11% of portfolio
46,637
Q4 2024 Reduced 17.66%
$556M
$1.17 Billion 0.11% of portfolio
172,551
Q2 2024 Reduced 0.01%
$266B
$1.09 Billion 0.1% of portfolio
18,478
Q4 2024 Reduced 14.02%
$193B
$1.14 Billion 0.1% of portfolio
7,406
Q4 2024 Reduced 3.87%
$9.12B
$1.15 Billion 0.1% of portfolio
4,059
Q4 2024 Reduced 8.68%
$14.1B
$1.05 Billion 0.09% of portfolio
18,250
Q4 2024 Reduced 0.55%
$39.9B
$1.01 Billion 0.09% of portfolio
7,492
Q4 2024 Added 0.59%
$67.1B
$1.05 Billion 0.09% of portfolio
4,526
Q4 2024 Added 7.79%
$39.7B
$938 Million 0.08% of portfolio
12,133
Q4 2024 Added 0.05%
$176B
$888 Million 0.08% of portfolio
1,782
Q4 2024 Added 2.95%
$32B
$922 Million 0.08% of portfolio
5,209
Q4 2024 Reduced 0.48%
$340B
$916 Million 0.08% of portfolio
3,721
Q4 2024 Reduced 0.29%
$166B
$910 Million 0.08% of portfolio
1,448
Q4 2024 Reduced 1.43%
$67.6B
$893 Million 0.08% of portfolio
3,146
Q4 2024 Added 6.54%
$66.4B
$878 Million 0.08% of portfolio
3,331
Q4 2024 Reduced 8.36%
$16.8B
$918 Million 0.08% of portfolio
12,105
Q4 2024 Added 105.45%
$82.1B
$922 Million 0.08% of portfolio
7,142
Q4 2024 Reduced 2.58%

Summary

  • Portfolio
  • No. of Stocks 332
  • Current Value $1.1 Trillion
  • Prior Value $1.09 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 21 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 162 stocks
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