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
$72.5B
$2.53 Billion 0.24% of portfolio
14,382
Q1 2025 Added 0.63%
$99.1B
$2.54 Billion 0.24% of portfolio
15,194
Q1 2025 Added 6.36%
$16.8B
$2.45 Billion 0.23% of portfolio
47,027
Q1 2025 Reduced 1.6%
$447B
$2.37 Billion 0.23% of portfolio
19,893
Q1 2025 Reduced 1.86%
$0
$2.27 Billion 0.22% of portfolio
10,256
Q1 2025 Added 45.04%
$74.7B
$2.28 Billion 0.22% of portfolio
20,707
Q1 2025 Reduced 67.71%
$0
$2.36 Billion 0.22% of portfolio
13,683
Q1 2025 Added 6.14%
$204B
$2.36 Billion 0.22% of portfolio
2,964
Q1 2025 Added 281.47%
$0
$2.13 Billion 0.2% of portfolio
8,459
Q1 2025 Added 1.63%
$5.07B
$2.1 Billion 0.2% of portfolio
53,820
Q1 2025 Reduced 28.6%
$0
$2.08 Billion 0.2% of portfolio
22,299
Q1 2025 Reduced 44.76%
$0
$2.05 Billion 0.2% of portfolio
92,946
Q4 2024 Added 199.83%
$0
$1.97 Billion 0.19% of portfolio
10,574
Q1 2025 Reduced 13.15%
$131B
$1.97 Billion 0.19% of portfolio
6,421
Q1 2025 Reduced 1.0%
$0
$2.04 Billion 0.19% of portfolio
21,763
Q1 2025 Reduced 5.56%
$0
$1.97 Billion 0.19% of portfolio
22,271
Q1 2025 Added 0.32%
$16.6B
$1.85 Billion 0.18% of portfolio
4,032
Q1 2025 Reduced 3.75%
$536B
$1.78 Billion 0.17% of portfolio
1,905
Q1 2025 Added 4.44%
$0
$1.73 Billion 0.17% of portfolio
16,758
Q1 2025 Added 88.12%
$1.03T
$1.77 Billion 0.17% of portfolio
6,844
Q1 2025 Added 4.92%
$202B
$1.83 Billion 0.17% of portfolio
5,870
Q1 2025 Reduced 86.1%
$106B
$1.69 Billion 0.16% of portfolio
27,775
Q1 2025 Added 4.79%
$0
$1.7 Billion 0.16% of portfolio
3,132
Q1 2025 Added 19.0%
$31.7B
$1.63 Billion 0.16% of portfolio
5,775
Q1 2025 Reduced 0.47%
$8.2B
$1.72 Billion 0.16% of portfolio
13,546
Q1 2025 Reduced 6.14%
$66.6B
$1.59 Billion 0.15% of portfolio
10,850
Q1 2025 New
$0
$1.59 Billion 0.15% of portfolio
30,374
Q1 2025 Reduced 0.4%
$14.4B
$1.61 Billion 0.15% of portfolio
20,054
Q1 2025 Reduced 0.1%
$216B
$1.54 Billion 0.15% of portfolio
15,568
Q1 2025 Reduced 3.64%
$56.1B
$1.62 Billion 0.15% of portfolio
2,555
Q1 2025 Reduced 0.16%
$484M
$1.45 Billion 0.14% of portfolio
172,551
Q2 2024 Reduced 0.01%
$152B
$1.5 Billion 0.14% of portfolio
7,101
Q1 2025 Reduced 1.17%
$146B
$1.51 Billion 0.14% of portfolio
4,042
Q1 2025 Added 0.75%
$36.2B
$1.41 Billion 0.13% of portfolio
14,209
Q1 2025 Reduced 37.58%
$0
$1.24 Billion 0.12% of portfolio
9,495
Q1 2025 Added 0.91%
$0
$1.31 Billion 0.12% of portfolio
15,770
Q2 2024 Reduced 9.31%
$179B
$1.21 Billion 0.12% of portfolio
7,877
Q1 2025 Added 6.36%
$210B
$1.3 Billion 0.12% of portfolio
2,379
Q1 2025 Added 9.18%
$0
$1.25 Billion 0.12% of portfolio
21,349
Q1 2025 Reduced 1.06%
$11.3B
$1.11 Billion 0.11% of portfolio
4,910
Q1 2025 Added 20.97%
$80.2B
$1.15 Billion 0.11% of portfolio
7,859
Q1 2025 Added 10.04%
$0
$1.11 Billion 0.11% of portfolio
13,373
Q1 2025 Added 0.3%
$0
$1.15 Billion 0.11% of portfolio
38,348
Q1 2025 Reduced 1.5%
$0
$1.13 Billion 0.11% of portfolio
3,135
Q1 2025 Reduced 5.43%
$179B
$1.16 Billion 0.11% of portfolio
16,378
Q1 2025 Added 5.18%
$268B
$1.18 Billion 0.11% of portfolio
19,180
Q1 2025 Added 3.8%
$0
$1.19 Billion 0.11% of portfolio
13,405
Q4 2024 Reduced 0.15%
$75.1B
$1.04 Billion 0.1% of portfolio
9,462
Q1 2025 Added 1.04%
$0
$1.03 Billion 0.1% of portfolio
11,308
Q1 2025 Added 4.9%

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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