Tritonpoint Wealth, LLC Portfolio Holdings
Tritonpoint Wealth, LLC
- $1.05 Trillion
- Q1 2025
Tritonpoint Wealth, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.05 Trillion distributed in 338 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $87.6B, Amazon Com Inc with a value of $34.2B, Vanguard Growth ETF with a value of $34.1B, Microsoft Corp with a value of $31.6B, and Jpmorgan Chase & CO with a value of $24B.
Examining the 13F form we can see an decrease of $54.4B in the current position value, from $1.1T to 1.05T.
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
$1.05 Trillion
ETFs: $266 Billion
Technology: $174 Billion
Financial Services: $131 Billion
Healthcare: $103 Billion
Consumer Cyclical: $92.8 Billion
Industrials: $76.6 Billion
Communication Services: $55.6 Billion
Consumer Defensive: $54.5 Billion
Other: $66.3 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 338
- Current Value $1.05 Trillion
- Prior Value $1.1 Trillion
- Filing
- Period Q1 2025
- Filing Date April 16, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 12 stocks
- Additional Purchases 154 stocks
- Sold out of 0 stocks
- Reduced holdings in 139 stocks