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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.3 Billion 2.68% of portfolio
76,768
Q3 2024 Added 14.76%
$0
$21.5 Billion 1.97% of portfolio
40,868
Q3 2024 Reduced 7.14%
$0
$16.1 Billion 1.47% of portfolio
106,610
Q3 2024 Reduced 5.68%
$0
$12 Billion 1.09% of portfolio
20,853
Q3 2024 Reduced 11.63%
$0
$9.93 Billion 0.91% of portfolio
219,989
Q3 2024 Reduced 2.24%
$0
$9.44 Billion 0.86% of portfolio
70,008
Q3 2024 Added 9.83%
$0
$8.42 Billion 0.77% of portfolio
55,025
Q3 2024 Added 5.46%
$0
$8.42 Billion 0.77% of portfolio
37,396
Q3 2024 Reduced 6.45%
$0
$6.6 Billion 0.6% of portfolio
23,291
Q3 2024 Added 1.42%
$0
$6.52 Billion 0.6% of portfolio
79,023
Q3 2024 Reduced 9.43%
$0
$5.87 Billion 0.54% of portfolio
45,975
Q1 2024 Reduced 0.04%
$0
$5.88 Billion 0.54% of portfolio
50,476
Q3 2024 Added 13.14%
$0
$5.15 Billion 0.47% of portfolio
65,836
Q3 2024 Reduced 9.23%
$0
$5.04 Billion 0.46% of portfolio
64,134
Q3 2024 Added 11.14%
$0
$4.81 Billion 0.44% of portfolio
52,354
Q3 2024 Added 4.57%
$0
$4.6 Billion 0.42% of portfolio
45,330
Q3 2024 Reduced 7.98%
$0
$4.32 Billion 0.4% of portfolio
66,612
Q3 2024 Reduced 9.36%
$0
$3.94 Billion 0.36% of portfolio
74,848
Q3 2024 Reduced 9.78%
$0
$3.94 Billion 0.36% of portfolio
13,930
Q3 2024 Added 39.62%
$0
$3.99 Billion 0.36% of portfolio
44,289
Q3 2024 Added 3.77%
$0
$3.69 Billion 0.34% of portfolio
6,438
Q3 2024 Reduced 26.03%
$0
$3.56 Billion 0.33% of portfolio
37,047
Q3 2024 Reduced 8.08%
$0
$3.58 Billion 0.33% of portfolio
17,819
Q3 2024 Added 2.26%
$0
$3.64 Billion 0.33% of portfolio
41,711
Q3 2024 Reduced 8.25%
$0
$3.01 Billion 0.27% of portfolio
51,669
Q3 2024 Reduced 8.5%
$0
$3 Billion 0.27% of portfolio
17,926
Q3 2024 Reduced 3.86%
$0
$2.78 Billion 0.25% of portfolio
11,457
Q3 2024 Added 26.86%
$0
$2.67 Billion 0.24% of portfolio
33,923
Q3 2024 Reduced 6.5%
$0
$2.64 Billion 0.24% of portfolio
31,774
Q3 2024 Added 4.08%
$0
$2.5 Billion 0.23% of portfolio
5,126
Q3 2024 Added 0.27%
$0
$2.44 Billion 0.22% of portfolio
12,158
Q3 2024 Reduced 11.51%
$0
$2.27 Billion 0.21% of portfolio
13,060
Q3 2024 Reduced 15.85%
$0
$2.26 Billion 0.21% of portfolio
8,444
Q3 2024 Reduced 9.55%
$0
$2.12 Billion 0.19% of portfolio
23,314
Q3 2024 Reduced 9.85%
$0
$2.1 Billion 0.19% of portfolio
31,000
Q2 2024 Added 0.06%
$0
$1.96 Billion 0.18% of portfolio
22,290
Q3 2024 Added 1.89%
$0
$1.6 Billion 0.15% of portfolio
25,718
Q3 2024 Reduced 5.77%
$0
$1.66 Billion 0.15% of portfolio
6,988
Q3 2024 Added 2.12%
$0
$1.65 Billion 0.15% of portfolio
31,382
Q3 2024 Reduced 6.47%
$0
$1.49 Billion 0.14% of portfolio
2,540
Q3 2024 Reduced 2.38%
$0
$1.39 Billion 0.13% of portfolio
15,770
Q2 2024 Reduced 9.31%
$0
$1.27 Billion 0.12% of portfolio
9,495
Q3 2024 Reduced 1.5%
$0
$1.36 Billion 0.12% of portfolio
14,594
Q2 2024 Added 8.02%
$0
$1.16 Billion 0.11% of portfolio
3,095
Q3 2024 Reduced 3.13%
$0
$1.24 Billion 0.11% of portfolio
25,633
Q3 2024 Reduced 20.84%
$0
$1.18 Billion 0.11% of portfolio
38,938
Q3 2024 Reduced 3.09%
$0
$1.2 Billion 0.11% of portfolio
13,425
Q1 2024 Added 424.41%
$0
$1.13 Billion 0.1% of portfolio
11,435
Q3 2024 Reduced 7.07%
$0
$1.06 Billion 0.1% of portfolio
11,083
Q2 2024 Reduced 1.67%

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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