Tritonpoint Wealth, LLC Portfolio Holdings

Tritonpoint Wealth, LLC

  • $1.09 Trillion
  • Q3 2024

Tritonpoint Wealth, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.09 Trillion distributed in 330 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $91.4B, Microsoft Corp with a value of $36B, Amazon Com Inc with a value of $33.8B, Vanguard Growth ETF with a value of $29.3B, and Alphabet Inc. with a value of $26.3B.

Examining the 13F form we can see an increase of $55.5B in the current position value, from $1.04T to 1.09T.

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 $1.09 Trillion
ETFs: $267 Billion
Technology: $198 Billion
Financial Services: $121 Billion
Healthcare: $119 Billion
Consumer Cyclical: $96.3 Billion
Industrials: $87.1 Billion
Communication Services: $58.5 Billion
Consumer Defensive: $58.5 Billion
Other: $73.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.16T
$91.4 Billion 8.35% of portfolio
401,225
Q3 2024 Reduced 1.66%
$3.27T
$36 Billion 3.29% of portfolio
84,143
Q3 2024 Added 3.67%
$2.31T
$33.8 Billion 3.08% of portfolio
179,556
Q3 2024 Added 3.1%
$1.17T
$26.3 Billion 2.4% of portfolio
160,307
Q3 2024 Added 1.81%
$1.2T
$23.6 Billion 2.16% of portfolio
143,055
Q3 2024 Reduced 2.91%
$168B
$22.3 Billion 2.04% of portfolio
80,861
Q3 2024 Added 2.38%
$713B
$21.2 Billion 1.94% of portfolio
100,603
Q3 2024 Added 4.11%
$3.01B
$19.7 Billion 1.8% of portfolio
1,046,270
Q3 2024 Reduced 15.68%
$525B
$18.1 Billion 1.66% of portfolio
65,884
Q3 2024 Added 6.44%
$190B
$15 Billion 1.37% of portfolio
31,262
Q3 2024 Added 0.69%
$227B
$15 Billion 1.37% of portfolio
43,012
Q3 2024 Added 1.99%
$511B
$14.9 Billion 1.36% of portfolio
30,203
Q3 2024 Reduced 0.27%
$26.8B
$14.8 Billion 1.36% of portfolio
76,955
Q3 2024 Added 4.45%
$15.3B
$14.4 Billion 1.32% of portfolio
129,304
Q3 2024 Reduced 1.78%
$381B
$14.2 Billion 1.3% of portfolio
87,911
Q3 2024 Added 4.43%
$253B
$12.6 Billion 1.16% of portfolio
110,491
Q3 2024 Added 3.24%
$82B
$12.4 Billion 1.13% of portfolio
166,497
Q3 2024 Added 6.31%
$252B
$12.1 Billion 1.11% of portfolio
152,143
Q3 2024 Added 3.57%
$349B
$11.7 Billion 1.07% of portfolio
96,525
Q3 2024 Added 8.61%
$108B
$10.5 Billion 0.96% of portfolio
67,028
Q3 2024 Added 9.6%
$145B
$10.6 Billion 0.96% of portfolio
89,812
Q3 2024 Added 4.25%
$115B
$10.4 Billion 0.95% of portfolio
35,667
Q3 2024 Added 4.74%
$210B
$9.51 Billion 0.87% of portfolio
55,933
Q3 2024 Added 1.18%
$405B
$8.71 Billion 0.8% of portfolio
21,792
Q3 2024 Reduced 9.98%
$478B
$8.55 Billion 0.78% of portfolio
14,694
Q3 2024 Added 8.11%
$70.6B
$8.16 Billion 0.75% of portfolio
66,658
Q3 2024 Added 5.57%
$272B
$8.05 Billion 0.74% of portfolio
143,963
Q3 2024 Added 4.55%
$463B
$8.11 Billion 0.74% of portfolio
48,065
Q3 2024 Added 17.45%
$597B
$7.63 Billion 0.7% of portfolio
16,682
Q3 2024 Reduced 4.79%
$105B
$7.35 Billion 0.67% of portfolio
75,462
Q3 2024 Reduced 5.14%
$282B
$7.31 Billion 0.67% of portfolio
50,259
Q3 2024 Added 7.59%
$70B
$7.2 Billion 0.66% of portfolio
48,282
Q3 2024 Added 0.46%
$10.1B
$6.94 Billion 0.63% of portfolio
8,367
Q3 2024 Added 4.68%
$77.5B
$6.86 Billion 0.63% of portfolio
35,203
Q3 2024 Added 1.32%
$38.7B
$6.51 Billion 0.59% of portfolio
46,498
Q3 2024 Reduced 1.07%
$423B
$6.4 Billion 0.59% of portfolio
7,232
Q3 2024 Added 2.58%
$202B
$6.38 Billion 0.58% of portfolio
56,706
Q3 2024 Reduced 0.11%
$77B
$6.16 Billion 0.56% of portfolio
59,418
Q3 2024 Reduced 4.55%
$92.2B
$6.15 Billion 0.56% of portfolio
45,782
Q3 2024 Reduced 50.36%
$403B
$5.83 Billion 0.53% of portfolio
33,583
Q3 2024 Reduced 4.51%
$1.7B
$5.65 Billion 0.52% of portfolio
98,520
Q3 2024 New
$14.6B
$5.66 Billion 0.52% of portfolio
160,924
Q3 2024 Added 15.21%
$159B
$5.21 Billion 0.48% of portfolio
5,509
Q3 2024 Added 2.17%
$86B
$5.31 Billion 0.48% of portfolio
24,305
Q3 2024 Reduced 5.31%
$8.58B
$5.19 Billion 0.47% of portfolio
258,590
Q3 2024 Added 21.37%
$125B
$5.16 Billion 0.47% of portfolio
33,278
Q3 2024 Added 19.58%
$128B
$5.03 Billion 0.46% of portfolio
8,642
Q3 2024 Added 0.45%
$93B
$4.98 Billion 0.45% of portfolio
19,668
Q3 2024 Reduced 39.25%
$68.2B
$4.97 Billion 0.45% of portfolio
19,466
Q3 2024 Added 0.25%

Summary

  • Portfolio
  • No. of Stocks 330
  • Current Value $1.09 Trillion
  • Prior Value $1.04 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 25 stocks
  • Additional Purchases 139 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 123 stocks
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