Tritonpoint Wealth, LLC Portfolio Holdings

Tritonpoint Wealth, LLC

  • $1.1 Trillion
  • Q4 2024

Tritonpoint Wealth, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.1 Trillion distributed in 332 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $99.5B, Amazon Com Inc with a value of $38.7B, Microsoft Corp with a value of $35.3B, Vanguard Growth ETF with a value of $32.2B, and Alphabet Inc. with a value of $29.7B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $1.09T to 1.1T.

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 $1.1 Trillion
ETFs: $274 Billion
Technology: $201 Billion
Financial Services: $126 Billion
Healthcare: $106 Billion
Consumer Cyclical: $99.4 Billion
Industrials: $85 Billion
Communication Services: $66.7 Billion
Consumer Defensive: $52.6 Billion
Other: $63 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.1B
$5.91 Billion 0.53% of portfolio
34,258
Q4 2024 Added 2.94%
$95.4B
$5.71 Billion 0.52% of portfolio
23,985
Q4 2024 Reduced 1.32%
Lam Research Corp
-
$5.63 Billion 0.51% of portfolio
-
Q4 2024 New
Blackrock Inc
-
$5.57 Billion 0.5% of portfolio
-
Q4 2024 New
$404B
$5.39 Billion 0.49% of portfolio
32,149
Q4 2024 Reduced 4.27%
$77.1B
$5.37 Billion 0.49% of portfolio
32,989
Q4 2024 Reduced 6.29%
$78.2B
$5.31 Billion 0.48% of portfolio
58,367
Q4 2024 Reduced 1.77%
$77.3B
$5.04 Billion 0.46% of portfolio
18,071
Q4 2024 Reduced 8.12%
$268B
$5 Billion 0.45% of portfolio
14,930
Q4 2024 Added 2.7%
$13.6B
$5.01 Billion 0.45% of portfolio
157,555
Q4 2024 Reduced 2.09%
$0
$4.84 Billion 0.44% of portfolio
64,799
Q4 2024 Added 1.04%
$0
$4.75 Billion 0.43% of portfolio
52,198
Q4 2024 Reduced 0.3%
$72.3B
$4.57 Billion 0.41% of portfolio
19,457
Q4 2024 Reduced 0.05%
$0
$4.58 Billion 0.41% of portfolio
65,184
Q4 2024 Reduced 0.99%
$0
$4.37 Billion 0.4% of portfolio
125,886
Q4 2024 Added 0.69%
$0
$4.44 Billion 0.4% of portfolio
45,850
Q4 2024 Added 1.15%
$195B
$4.36 Billion 0.39% of portfolio
37,674
Q4 2024 Reduced 1.54%
$0
$4.35 Billion 0.39% of portfolio
65,417
Q4 2024 Reduced 1.79%
$0
$4.19 Billion 0.38% of portfolio
14,444
Q4 2024 Added 3.69%
$104B
$4.22 Billion 0.38% of portfolio
19,851
Q4 2024 Reduced 3.37%
Caterpillar Inc
-
$4.1 Billion 0.37% of portfolio
-
Q4 2024 New
$0
$4.11 Billion 0.37% of portfolio
42,473
Q4 2024 Reduced 4.1%
Brookfield Asset Managmt LTD
-
$4.14 Billion 0.37% of portfolio
-
Q4 2024 Reduced 7.73%
$0
$3.98 Billion 0.36% of portfolio
17,757
Q4 2024 Reduced 0.35%
$8.3B
$3.95 Billion 0.36% of portfolio
306,877
Q4 2024 Added 18.67%
$174B
$3.83 Billion 0.35% of portfolio
10,569
Q4 2024 Reduced 1.33%
$0
$3.73 Billion 0.34% of portfolio
6,346
Q4 2024 Reduced 1.43%
$0
$3.79 Billion 0.34% of portfolio
74,034
Q4 2024 Reduced 1.09%
$117B
$3.77 Billion 0.34% of portfolio
7,756
Q4 2024 Reduced 10.25%
$0
$3.46 Billion 0.31% of portfolio
40,367
Q4 2024 Reduced 3.22%
Blackrock ETF Trust Ii
-
$3.45 Billion 0.31% of portfolio
-
Q4 2024 Reduced 0.07%
$4.64B
$3.28 Billion 0.3% of portfolio
75,381
Q4 2024 Reduced 6.67%
$310B
$3.35 Billion 0.3% of portfolio
53,792
Q4 2024 Reduced 4.93%
$67.8B
$3.31 Billion 0.3% of portfolio
14,286
Q4 2024 Added 17.25%
$0
$3.31 Billion 0.3% of portfolio
36,090
Q4 2024 Reduced 2.58%
$74.3B
$3.16 Billion 0.29% of portfolio
100,726
Q4 2024 Reduced 7.51%
$785B
$3.23 Billion 0.29% of portfolio
4,184
Q4 2024 Added 2.65%
$335B
$3.15 Billion 0.29% of portfolio
71,763
Q4 2024 Reduced 1.11%
$0
$3.2 Billion 0.29% of portfolio
11,993
Q4 2024 New
$78.1B
$2.93 Billion 0.27% of portfolio
4,605
Q4 2024 Reduced 0.26%
$230B
$2.98 Billion 0.27% of portfolio
10,283
Q4 2024 Reduced 0.56%
$28.6B
$2.96 Billion 0.27% of portfolio
15,848
Q4 2024 Added 0.27%
$0
$2.91 Billion 0.26% of portfolio
11,486
Q4 2024 Added 0.25%
$0
$2.87 Billion 0.26% of portfolio
17,730
Q4 2024 Reduced 1.09%
Brookfield Corp
-
$2.86 Billion 0.26% of portfolio
-
Q4 2024 Reduced 1.22%
$0
$2.72 Billion 0.25% of portfolio
52,155
Q4 2024 Added 0.94%
$71B
$2.76 Billion 0.25% of portfolio
14,292
Q4 2024 Added 2.06%
$16.2B
$2.63 Billion 0.24% of portfolio
47,790
Q4 2024 Reduced 0.06%
$818B
$2.63 Billion 0.24% of portfolio
6,523
Q4 2024 Reduced 2.15%

Summary

  • Portfolio
  • No. of Stocks 332
  • Current Value $1.1 Trillion
  • Prior Value $1.09 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 21 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 162 stocks
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