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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.28 Billion 0.5% of portfolio
50,461
Q1 2025 Reduced 4.61%
$204B
$5.11 Billion 0.49% of portfolio
38,569
Q1 2025 Added 2.38%
Blackrock Inc
-
$5.11 Billion 0.49% of portfolio
-
Q1 2025 Reduced 0.59%
$1.4B
$5.07 Billion 0.48% of portfolio
100,915
Q1 2025 Reduced 0.79%
$78.2B
$4.93 Billion 0.47% of portfolio
29,936
Q1 2025 Reduced 9.25%
$76.8B
$4.89 Billion 0.47% of portfolio
19,245
Q1 2025 Reduced 1.09%
$0
$4.96 Billion 0.47% of portfolio
64,802
Q1 2025 Added 0.0%
$0
$4.75 Billion 0.45% of portfolio
62,828
Q1 2025 Reduced 3.61%
$0
$4.75 Billion 0.45% of portfolio
92,964
Q1 2025 Added 25.57%
$101B
$4.69 Billion 0.45% of portfolio
33,548
Q1 2025 Reduced 2.07%
$7.27B
$4.55 Billion 0.43% of portfolio
366,683
Q1 2025 Added 19.49%
$1.5T
$4.54 Billion 0.43% of portfolio
7,870
Q1 2025 Added 3.31%
$15.3B
$4.52 Billion 0.43% of portfolio
151,593
Q1 2025 Reduced 3.78%
$0
$4.34 Billion 0.41% of portfolio
52,102
Q1 2025 Reduced 0.18%
$87B
$4.25 Billion 0.4% of portfolio
17,850
Q1 2025 Reduced 1.22%
$0
$4.09 Billion 0.39% of portfolio
63,990
Q1 2025 Reduced 2.18%
$0
$4.13 Billion 0.39% of portfolio
42,871
Q1 2025 Added 0.94%
$0
$4.12 Billion 0.39% of portfolio
113,650
Q1 2025 Reduced 9.72%
$0
$3.98 Billion 0.38% of portfolio
14,496
Q1 2025 Added 0.36%
$120B
$3.99 Billion 0.38% of portfolio
19,796
Q1 2025 Reduced 0.28%
Caterpillar Inc
-
$3.89 Billion 0.37% of portfolio
-
Q1 2025 Reduced 0.34%
$0
$3.77 Billion 0.36% of portfolio
38,150
Q1 2025 Reduced 16.79%
$193B
$3.82 Billion 0.36% of portfolio
9,959
Q1 2025 Added 512.86%
Brookfield Asset Managmt LTD
-
$3.67 Billion 0.35% of portfolio
-
Q1 2025 Reduced 0.91%
$313B
$3.71 Billion 0.35% of portfolio
51,395
Q1 2025 Reduced 4.46%
$69.5B
$3.53 Billion 0.34% of portfolio
103,301
Q1 2025 Added 2.56%
$125B
$3.43 Billion 0.33% of portfolio
7,675
Q1 2025 Reduced 1.04%
$767B
$3.51 Billion 0.33% of portfolio
4,254
Q1 2025 Added 1.67%
$0
$3.48 Billion 0.33% of portfolio
17,612
Q1 2025 Reduced 0.82%
$28.6B
$3.47 Billion 0.33% of portfolio
15,222
Q1 2025 Reduced 3.95%
$189B
$3.52 Billion 0.33% of portfolio
10,659
Q1 2025 Added 0.85%
$46.8B
$3.39 Billion 0.32% of portfolio
16,200
Q1 2025 Added 1,270.56%
$0
$3.38 Billion 0.32% of portfolio
6,033
Q1 2025 Reduced 4.93%
$221B
$3.23 Billion 0.31% of portfolio
10,332
Q1 2025 Added 0.48%
Blackrock ETF Trust Ii
-
$3.12 Billion 0.3% of portfolio
-
Q1 2025 Reduced 10.09%
$362B
$2.97 Billion 0.28% of portfolio
71,150
Q1 2025 Reduced 0.85%
$0
$2.72 Billion 0.26% of portfolio
50,453
Q1 2025 Reduced 3.26%
$0
$2.78 Billion 0.26% of portfolio
11,358
Q1 2025 Reduced 1.11%
$86.1B
$2.68 Billion 0.25% of portfolio
4,406
Q1 2025 Reduced 4.32%
$0
$2.6 Billion 0.25% of portfolio
27,767
Q1 2025 Reduced 23.06%
$139B
$2.61 Billion 0.25% of portfolio
11,050
Q1 2025 Added 3.97%
$0
$2.59 Billion 0.25% of portfolio
33,098
Q1 2025 Reduced 1.95%
$0
$2.65 Billion 0.25% of portfolio
16,527
Q1 2025 Reduced 6.79%
$335B
$2.56 Billion 0.24% of portfolio
12,203
Q1 2025 Added 7.3%
Labcorp Holdings Inc
-
$2.53 Billion 0.24% of portfolio
-
Q1 2025 Added 1.37%
Brookfield Corp
-
$2.54 Billion 0.24% of portfolio
-
Q1 2025 Reduced 2.51%
$0
$2.49 Billion 0.24% of portfolio
30,529
Q1 2025 Reduced 1.58%
$0
$2.53 Billion 0.24% of portfolio
5,379
Q1 2025 Added 5.16%
$0
$2.55 Billion 0.24% of portfolio
55,687
Q1 2025 Added 197.51%

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
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