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
$1.01 Billion 0.09% of portfolio
3,856
Q3 2024 Added 27.68%
$0
$952 Million 0.09% of portfolio
14,742
Q3 2024 Added 0.59%
$0
$975 Million 0.09% of portfolio
7,016
Q3 2024 Added 266.18%
$0
$875 Million 0.08% of portfolio
8,632
Q3 2024 Reduced 8.48%
$0
$841 Million 0.08% of portfolio
7,610
Q3 2024 Reduced 7.33%
$0
$865 Million 0.08% of portfolio
18,407
Q3 2024 Reduced 7.44%
$0
$899 Million 0.08% of portfolio
1,575
Q3 2024 Added 2.94%
$0
$786 Million 0.07% of portfolio
13,233
Q3 2024 Added 10.75%
$0
$739 Million 0.07% of portfolio
3,354
Q3 2024 Reduced 2.44%
$0
$638 Million 0.06% of portfolio
20,700
Q1 2024 Reduced 3.43%
$0
$672 Million 0.06% of portfolio
12,263
Q3 2024 Added 14.78%
$0
$666 Million 0.06% of portfolio
2,127
Q3 2024 Added 1.62%
$0
$572 Million 0.05% of portfolio
4,366
Q2 2024 Reduced 2.48%
$0
$589 Million 0.05% of portfolio
12,458
Q3 2024 Reduced 15.73%
$0
$544 Million 0.05% of portfolio
5,260
Q3 2024 Added 6.8%
$0
$514 Million 0.05% of portfolio
2,876
Q3 2024 Reduced 0.17%
$0
$521 Million 0.05% of portfolio
7,869
Q2 2024 Added 0.83%
$0
$390 Million 0.04% of portfolio
2,280
Q3 2024 Reduced 16.79%
$84.4B
$413 Million 0.04% of portfolio
1,685
Q3 2024 Added 13.47%
$0
$475 Million 0.04% of portfolio
9,233
Q3 2024 Added 0.03%
$0
$423 Million 0.04% of portfolio
4,665
Q2 2024 New
$0
$435 Million 0.04% of portfolio
4,003
Q3 2024 Reduced 23.65%
$0
$458 Million 0.04% of portfolio
8,050
Q1 2024 Added 242.99%
$0
$424 Million 0.04% of portfolio
2,239
Q3 2024 Reduced 14.93%
$0
$413 Million 0.04% of portfolio
4,268
Q3 2024 Added 19.32%
$0
$400 Million 0.04% of portfolio
5,654
Q3 2024 Added 9.7%
$0
$399 Million 0.04% of portfolio
6,906
Q3 2024 Added 9.31%
$0
$449 Million 0.04% of portfolio
3,591
Q3 2024 Reduced 1.24%
$0
$436 Million 0.04% of portfolio
24,050
Q3 2024 Reduced 19.97%
$0
$307 Million 0.03% of portfolio
3,700
Q3 2024 New
$0
$301 Million 0.03% of portfolio
3,142
Q3 2024 New
$0
$362 Million 0.03% of portfolio
2,945
Q3 2024 New
$0
$370 Million 0.03% of portfolio
1,869
Q2 2024 Reduced 9.4%
$0
$314 Million 0.03% of portfolio
3,789
Q1 2024 Reduced 25.55%
$0
$281 Million 0.03% of portfolio
2,872
Q3 2024 Reduced 3.69%
$0
$332 Million 0.03% of portfolio
4,708
Q4 2023 New
$0
$370 Million 0.03% of portfolio
3,887
Q2 2024 Reduced 3.91%
$0
$337 Million 0.03% of portfolio
2,678
Q1 2024 Reduced 24.09%
$0
$295 Million 0.03% of portfolio
2,985
Q3 2024 Added 15.47%
$0
$320 Million 0.03% of portfolio
4,020
Q4 2023 New
$0
$254 Million 0.02% of portfolio
2,358
Q3 2024 Reduced 5.34%
$0
$201 Million 0.02% of portfolio
4,867
Q3 2024 Reduced 17.99%
$0
$272 Million 0.02% of portfolio
1,880
Q2 2024 New
$0
$227 Million 0.02% of portfolio
2,090
Q3 2024 New
$0
$204 Million 0.02% of portfolio
1,736
Q3 2024 New
$0
$268 Million 0.02% of portfolio
3,040
Q3 2024 Reduced 2.25%
$0
$267 Million 0.02% of portfolio
819
Q2 2024 Reduced 5.1%
$0
$237 Million 0.02% of portfolio
3,247
Q2 2024 Reduced 58.11%
$0
$256 Million 0.02% of portfolio
2,000
Q2 2024 Reduced 1.72%

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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