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
$228B
$406 Million 0.04% of portfolio
2,432
Q4 2024 Added 12.96%
$12.3B
$286 Million 0.03% of portfolio
2,754
Q4 2024 Reduced 23.65%
$18B
$315 Million 0.03% of portfolio
928
Q3 2024 Added 0.54%
$6.2B
$333 Million 0.03% of portfolio
2,250
Q2 2024 New
$21.9B
$380 Million 0.03% of portfolio
1,849
Q4 2024 Reduced 4.94%
$41.7B
$342 Million 0.03% of portfolio
4,490
Q4 2024 Reduced 0.77%
$123B
$332 Million 0.03% of portfolio
999
Q4 2024 Added 2.67%
$13.9B
$312 Million 0.03% of portfolio
3,263
Q1 2024 Added 0.15%
$47.1B
$291 Million 0.03% of portfolio
3,937
Q4 2024 Reduced 4.21%
$104B
$339 Million 0.03% of portfolio
1,514
Q4 2024 New
$1.01B
$321 Million 0.03% of portfolio
4,736
Q3 2024 Reduced 0.02%
$52.7B
$317 Million 0.03% of portfolio
911
Q4 2024 Added 2.36%
$46.5B
$276 Million 0.03% of portfolio
1,548
Q4 2024 Added 8.03%
$79.5B
$353 Million 0.03% of portfolio
1,716
Q4 2024 Added 0.12%
$145B
$288 Million 0.03% of portfolio
678
Q4 2024 Added 25.79%
$52.3B
$319 Million 0.03% of portfolio
3,460
Q4 2024 Added 15.33%
$60.8B
$385 Million 0.03% of portfolio
740
Q4 2024 Reduced 11.8%
$156B
$354 Million 0.03% of portfolio
1,434
Q4 2024 Added 8.97%
$40.8B
$284 Million 0.03% of portfolio
899
Q4 2024 Added 0.11%
$114B
$356 Million 0.03% of portfolio
1,676
Q4 2024 New
$85.3B
$329 Million 0.03% of portfolio
577
Q4 2024 Reduced 1.54%
$13.6B
$357 Million 0.03% of portfolio
1,048
Q4 2024 Reduced 0.66%
$20.6B
$279 Million 0.03% of portfolio
5,791
Q3 2024 Reduced 18.76%
$233B
$341 Million 0.03% of portfolio
2,801
Q4 2024 Added 37.57%
$4.63B
$332 Million 0.03% of portfolio
4,492
Q4 2023 New
$9.15B
$304 Million 0.03% of portfolio
12,350
Q3 2024 Reduced 0.23%
$97.7B
$338 Million 0.03% of portfolio
2,046
Q4 2024 New
$97B
$221 Million 0.02% of portfolio
647
Q4 2024 New
$183B
$247 Million 0.02% of portfolio
2,046
Q4 2024 Reduced 17.47%
$95.5B
$200 Million 0.02% of portfolio
3,758
Q4 2024 New
$172B
$239 Million 0.02% of portfolio
5,973
Q4 2024 Reduced 21.66%
$1.41B
$201 Million 0.02% of portfolio
1,073
Q4 2024 New
$41B
$256 Million 0.02% of portfolio
3,674
Q4 2024 Added 1.27%
$164B
$205 Million 0.02% of portfolio
2,910
Q4 2024 New
$118B
$210 Million 0.02% of portfolio
521
Q4 2024 Reduced 1.33%
$200B
$248 Million 0.02% of portfolio
50
Q4 2024 New
$5.6B
$265 Million 0.02% of portfolio
8,000
Q4 2023 New
$12.1B
$247 Million 0.02% of portfolio
4,453
Q4 2024 Added 7.22%
$3.47B
$179 Million 0.02% of portfolio
10,000
Q3 2024 New
$184B
$240 Million 0.02% of portfolio
10,525
Q4 2024 Added 10.66%
$299B
$218 Million 0.02% of portfolio
315
Q4 2024 New
$156B
$268 Million 0.02% of portfolio
7,148
Q4 2024 Added 10.26%
$70.9B
$236 Million 0.02% of portfolio
4,891
Q4 2024 Added 4.93%
$59.3B
$238 Million 0.02% of portfolio
1,012
Q4 2024 Reduced 48.91%
$106B
$261 Million 0.02% of portfolio
414
Q4 2024 Added 27.38%
$37.8B
$248 Million 0.02% of portfolio
1,182
Q4 2024 Reduced 2.48%
$97.9B
$228 Million 0.02% of portfolio
5,016
Q3 2024 Added 5.56%
$108B
$217 Million 0.02% of portfolio
2,579
Q4 2024 Added 6.53%
$53.1B
$227 Million 0.02% of portfolio
1,615
Q4 2024 Added 0.19%

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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