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
$66.1B
$848 Million 0.08% of portfolio
11,647
Q4 2024 Added 0.07%
$24.2B
$924 Million 0.08% of portfolio
1,602
Q4 2024 Added 0.38%
$63.4B
$735 Million 0.07% of portfolio
2,601
Q4 2024 Reduced 0.5%
$201B
$797 Million 0.07% of portfolio
2,684
Q4 2024 Added 0.75%
$178B
$723 Million 0.07% of portfolio
1,625
Q4 2024 Reduced 11.2%
$134B
$780 Million 0.07% of portfolio
7,868
Q4 2024 Added 22.59%
$59.3B
$828 Million 0.07% of portfolio
21,402
Q4 2024 Reduced 40.55%
$161B
$823 Million 0.07% of portfolio
777
Q4 2024 Added 17.02%
$22.4B
$615 Million 0.06% of portfolio
7,004
Q4 2024 New
$76.5B
$652 Million 0.06% of portfolio
3,243
Q4 2024 Added 5.95%
$142B
$686 Million 0.06% of portfolio
25,850
Q4 2024 Reduced 7.16%
$54.4B
$656 Million 0.06% of portfolio
3,809
Q4 2024 Added 0.18%
$61.9B
$676 Million 0.06% of portfolio
20,935
Q4 2024 Added 1.9%
$861B
$626 Million 0.06% of portfolio
3,162
Q4 2024 Added 1.28%
$1.23B
$678 Million 0.06% of portfolio
20,119
Q4 2024 Added 1.52%
$96.3B
$612 Million 0.06% of portfolio
4,106
Q4 2024 Reduced 1.46%
$10.1B
$566 Million 0.05% of portfolio
1,400
Q4 2024 New
$72.8B
$516 Million 0.05% of portfolio
9,532
Q4 2024 Added 0.13%
$166B
$537 Million 0.05% of portfolio
7,100
Q4 2024 Added 1.89%
$7.68B
$567 Million 0.05% of portfolio
3,500
Q1 2024 Added 6.87%
$151B
$508 Million 0.05% of portfolio
8,958
Q4 2024 Reduced 14.13%
$64.1B
$569 Million 0.05% of portfolio
20,780
Q4 2024 Added 1.02%
$140B
$579 Million 0.05% of portfolio
6,266
Q4 2024 Added 6.47%
$18.4B
$539 Million 0.05% of portfolio
3,742
Q4 2024 Reduced 0.61%
$15.8B
$564 Million 0.05% of portfolio
11,180
Q1 2024 Reduced 34.92%
$100B
$595 Million 0.05% of portfolio
7,227
Q4 2024 Added 4.74%
$30.9B
$561 Million 0.05% of portfolio
2,981
Q4 2024 Added 0.17%
$6.12B
$557 Million 0.05% of portfolio
10,504
Q4 2024 Added 408.91%
$57.4B
$555 Million 0.05% of portfolio
28,354
Q4 2024 Reduced 0.48%
$166B
$409 Million 0.04% of portfolio
1,705
Q4 2024 Added 12.84%
$6.15B
$392 Million 0.04% of portfolio
4,127
Q3 2024 Reduced 10.81%
$332B
$441 Million 0.04% of portfolio
1,996
Q4 2024 Added 0.4%
$119B
$448 Million 0.04% of portfolio
5,562
Q4 2024 Reduced 12.71%
$223B
$461 Million 0.04% of portfolio
2,096
Q4 2024 Reduced 2.19%
$7.33B
$464 Million 0.04% of portfolio
2,559
Q4 2024 Reduced 0.08%
$27.8B
$438 Million 0.04% of portfolio
208
Q3 2024 Added 0.48%
$25.3B
$450 Million 0.04% of portfolio
261
Q4 2024 Added 0.38%
$72.6B
$397 Million 0.04% of portfolio
2,844
Q4 2024 Reduced 13.82%
$20.9B
$393 Million 0.04% of portfolio
2,149
Q4 2024 Reduced 14.07%
$167B
$451 Million 0.04% of portfolio
1,729
Q4 2024 Added 0.52%
$125B
$448 Million 0.04% of portfolio
2,752
Q4 2024 Reduced 6.2%
$80B
$424 Million 0.04% of portfolio
5,571
Q4 2024 Reduced 24.37%
$139B
$471 Million 0.04% of portfolio
6,568
Q4 2024 Reduced 3.13%
$25.9B
$452 Million 0.04% of portfolio
6,021
Q4 2024 Reduced 3.29%
$308M
$476 Million 0.04% of portfolio
28,072
Q4 2023 New
$23.1B
$441 Million 0.04% of portfolio
11,093
Q4 2024 Reduced 0.23%
$23.6B
$476 Million 0.04% of portfolio
4,131
Q4 2024 Added 3.35%
$56B
$410 Million 0.04% of portfolio
2,116
Q4 2024 Reduced 0.38%
$198B
$427 Million 0.04% of portfolio
3,397
Q4 2024 Added 13.27%

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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