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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$166B
$22.3 Billion 2.04% of portfolio
80,861
Q3 2024 Added 2.38%
$185B
$15 Billion 1.37% of portfolio
31,262
Q3 2024 Added 0.69%
$26.6B
$14.8 Billion 1.36% of portfolio
76,955
Q3 2024 Added 4.45%
$15.6B
$14.4 Billion 1.32% of portfolio
129,304
Q3 2024 Reduced 1.78%
$81.4B
$12.4 Billion 1.13% of portfolio
166,497
Q3 2024 Added 6.31%
$106B
$10.5 Billion 0.96% of portfolio
67,028
Q3 2024 Added 9.6%
$142B
$10.6 Billion 0.96% of portfolio
89,812
Q3 2024 Added 4.25%
$113B
$10.4 Billion 0.95% of portfolio
35,667
Q3 2024 Added 4.74%
$69.8B
$8.16 Billion 0.75% of portfolio
66,658
Q3 2024 Added 5.57%
$101B
$7.35 Billion 0.67% of portfolio
75,462
Q3 2024 Reduced 5.14%
$68.6B
$7.2 Billion 0.66% of portfolio
48,282
Q3 2024 Added 0.46%
$77.2B
$6.86 Billion 0.63% of portfolio
35,203
Q3 2024 Added 1.32%
$37.7B
$6.51 Billion 0.59% of portfolio
46,498
Q3 2024 Reduced 1.07%
$76.8B
$6.16 Billion 0.56% of portfolio
59,418
Q3 2024 Reduced 4.55%
$91.7B
$6.15 Billion 0.56% of portfolio
45,782
Q3 2024 Reduced 50.36%
$14.4B
$5.66 Billion 0.52% of portfolio
160,924
Q3 2024 Added 15.21%
$85.7B
$5.31 Billion 0.48% of portfolio
24,305
Q3 2024 Reduced 5.31%
$121B
$5.16 Billion 0.47% of portfolio
33,278
Q3 2024 Added 19.58%
$128B
$5.03 Billion 0.46% of portfolio
8,642
Q3 2024 Added 0.45%
$92.2B
$4.98 Billion 0.45% of portfolio
19,668
Q3 2024 Reduced 39.25%
$67.9B
$4.97 Billion 0.45% of portfolio
19,466
Q3 2024 Added 0.25%
$109B
$4.77 Billion 0.44% of portfolio
20,543
Q3 2024 Added 9.67%
$171B
$4.61 Billion 0.42% of portfolio
38,263
Q3 2024 Reduced 4.48%
$193B
$4.19 Billion 0.38% of portfolio
10,711
Q3 2024 Added 0.93%
$67.4B
$3.18 Billion 0.29% of portfolio
108,901
Q3 2024 Added 24.29%
$17.5B
$3.23 Billion 0.29% of portfolio
47,817
Q3 2024 Reduced 0.39%
$23.6B
$3.05 Billion 0.28% of portfolio
15,806
Q3 2024 Added 1.5%
$83.1B
$2.92 Billion 0.27% of portfolio
4,617
Q3 2024 Reduced 2.53%
$75.2B
$2.82 Billion 0.26% of portfolio
2,704
Q3 2024 Added 5.79%
$139B
$2.61 Billion 0.24% of portfolio
10,676
Q3 2024 Added 1.27%
$77.9B
$2.56 Billion 0.23% of portfolio
14,004
Q3 2024 Reduced 8.74%
$89.4B
$2.1 Billion 0.19% of portfolio
12,184
Q3 2024 Added 930.8%
$14.4B
$2.1 Billion 0.19% of portfolio
20,701
Q3 2024 Added 1.58%
$44.7B
$2.08 Billion 0.19% of portfolio
23,034
Q3 2024 Added 44.22%
$192B
$1.96 Billion 0.18% of portfolio
16,258
Q3 2024 Reduced 3.77%
$15.1B
$1.81 Billion 0.17% of portfolio
4,209
Q3 2024 Reduced 0.12%
$122B
$1.77 Billion 0.16% of portfolio
6,438
Q3 2024 Reduced 4.14%
$46.4B
$1.65 Billion 0.15% of portfolio
5,894
Q3 2024 Added 25.81%
$154B
$1.51 Billion 0.14% of portfolio
7,289
Q3 2024 Reduced 4.21%
$52.2B
$1.53 Billion 0.14% of portfolio
36,003
Q3 2024 Reduced 13.71%
$138B
$1.43 Billion 0.13% of portfolio
3,972
Q3 2024 Reduced 6.67%
$122B
$1.26 Billion 0.12% of portfolio
24,786
Q3 2024 Reduced 24.98%
$172B
$1.31 Billion 0.12% of portfolio
7,704
Q3 2024 Reduced 0.75%
$15.9B
$1.21 Billion 0.11% of portfolio
16,292
Q3 2024 Reduced 1.02%
$72.4B
$1.09 Billion 0.1% of portfolio
3,635
Q3 2024 Reduced 6.87%
$39.8B
$1.1 Billion 0.1% of portfolio
7,448
Q3 2024 Reduced 1.05%
$71.5B
$1.01 Billion 0.09% of portfolio
7,331
Q3 2024 Added 0.71%
$73.4B
$988 Million 0.09% of portfolio
9,045
Q3 2024 Added 0.39%
$193B
$1.03 Billion 0.09% of portfolio
2,058
Q3 2024 New

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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