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 Companies Only
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