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
$3.42T
$87.6 Billion 8.34% of portfolio
394,417
Q1 2025 Reduced 0.76%
$1.88T
$34.2 Billion 3.26% of portfolio
179,752
Q1 2025 Added 1.89%
$0
$34.1 Billion 3.25% of portfolio
92,045
Q1 2025 Added 17.49%
$2.95T
$31.6 Billion 3.01% of portfolio
84,261
Q1 2025 Added 0.64%
$718B
$24 Billion 2.29% of portfolio
97,926
Q1 2025 Reduced 0.05%
$957B
$23.9 Billion 2.28% of portfolio
154,816
Q1 2025 Reduced 1.25%
$565B
$22.4 Billion 2.14% of portfolio
64,020
Q1 2025 Reduced 0.86%
$979B
$22.1 Billion 2.1% of portfolio
141,441
Q1 2025 Reduced 2.98%
$0
$21.1 Billion 2.0% of portfolio
40,968
Q1 2025 Reduced 0.57%
$3.01B
$16.7 Billion 1.59% of portfolio
965,061
Q1 2025 Reduced 4.93%
$523B
$16.2 Billion 1.54% of portfolio
29,478
Q1 2025 Reduced 0.13%
$145B
$15.8 Billion 1.51% of portfolio
77,073
Q1 2025 Reduced 4.13%
$0
$15.3 Billion 1.45% of portfolio
108,746
Q1 2025 Reduced 2.96%
$182B
$14.9 Billion 1.42% of portfolio
30,092
Q1 2025 Reduced 1.03%
$409B
$13.8 Billion 1.32% of portfolio
83,385
Q1 2025 Reduced 0.79%
$12.2B
$13.3 Billion 1.27% of portfolio
123,801
Q1 2025 Reduced 1.32%
$264B
$12.7 Billion 1.21% of portfolio
144,501
Q1 2025 Reduced 0.72%
$0
$11.5 Billion 1.1% of portfolio
231,038
Q1 2025 Added 6.6%
$93.4B
$11.1 Billion 1.06% of portfolio
162,317
Q1 2025 Added 2.68%
$0
$10.8 Billion 1.03% of portfolio
19,204
Q1 2025 Reduced 6.45%
$271B
$10.6 Billion 1.01% of portfolio
98,160
Q1 2025 Added 3.57%
$149B
$10.6 Billion 1.0% of portfolio
86,658
Q1 2025 Reduced 1.35%
$119B
$10.3 Billion 0.98% of portfolio
34,106
Q1 2025 Reduced 0.98%
$168B
$10.3 Billion 0.98% of portfolio
20,647
Q1 2025 Reduced 0.38%
$270B
$9.86 Billion 0.94% of portfolio
137,410
Q1 2025 Reduced 0.8%
$0
$9.51 Billion 0.91% of portfolio
72,570
Q1 2025 Added 2.66%
$0
$9.03 Billion 0.86% of portfolio
61,859
Q1 2025 Added 12.0%
$216B
$9.02 Billion 0.86% of portfolio
99,543
Q1 2025 Reduced 9.18%
$694B
$8.57 Billion 0.82% of portfolio
16,083
Q1 2025 Added 1.57%
$266B
$8.57 Billion 0.82% of portfolio
51,226
Q1 2025 Added 3.8%
$69.2B
$8.29 Billion 0.79% of portfolio
46,229
Q1 2025 Reduced 0.87%
$109B
$8.24 Billion 0.78% of portfolio
48,326
Q1 2025 Added 1.61%
$64.7B
$8.18 Billion 0.78% of portfolio
63,790
Q1 2025 Added 2.07%
$187B
$8.1 Billion 0.77% of portfolio
54,017
Q1 2025 Added 2.22%
$369B
$7.54 Billion 0.72% of portfolio
20,585
Q1 2025 Reduced 0.04%
$229B
$7.61 Billion 0.72% of portfolio
57,387
Q1 2025 Added 0.07%
$0
$7.54 Billion 0.72% of portfolio
36,499
Q1 2025 Reduced 1.2%
$97.4B
$7.48 Billion 0.71% of portfolio
76,228
Q1 2025 Added 1.28%
$385B
$7.39 Billion 0.7% of portfolio
14,115
Q1 2025 Reduced 1.5%
$42.8B
$7.24 Billion 0.69% of portfolio
45,993
Q1 2025 Reduced 0.66%
$440B
$6.6 Billion 0.63% of portfolio
6,974
Q1 2025 Added 0.63%
$379B
$6.51 Billion 0.62% of portfolio
46,561
Q1 2025 Reduced 0.21%
$0
$6.41 Billion 0.61% of portfolio
79,715
Q1 2025 Added 2.43%
$99.6B
$6.08 Billion 0.58% of portfolio
22,905
Q1 2025 Reduced 4.5%
$0
$5.94 Billion 0.57% of portfolio
23,258
Q1 2025 Added 0.13%
$0
$5.93 Billion 0.56% of portfolio
45,961
Q1 2025 Reduced 1.04%
Lam Research Corp
-
$5.71 Billion 0.54% of portfolio
-
Q1 2025 Added 0.85%
$76.9B
$5.51 Billion 0.52% of portfolio
58,852
Q1 2025 Added 0.83%
$385B
$5.35 Billion 0.51% of portfolio
31,409
Q1 2025 Reduced 2.3%

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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