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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.87 Billion 0.54% of portfolio
45,975
Q1 2024 Reduced 0.04%
$0
$5.88 Billion 0.54% of portfolio
50,476
Q3 2024 Added 13.14%
$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%
$0
$5.15 Billion 0.47% of portfolio
65,836
Q3 2024 Reduced 9.23%
$125B
$5.16 Billion 0.47% of portfolio
33,278
Q3 2024 Added 19.58%
$0
$5.04 Billion 0.46% of portfolio
64,134
Q3 2024 Added 11.14%
$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%
$0
$4.81 Billion 0.44% of portfolio
52,354
Q3 2024 Added 4.57%
$112B
$4.77 Billion 0.44% of portfolio
20,543
Q3 2024 Added 9.67%
$0
$4.6 Billion 0.42% of portfolio
45,330
Q3 2024 Reduced 7.98%
$0
$4.42 Billion 0.4% of portfolio
125,029
Q3 2024 Reduced 10.45%
$0
$4.32 Billion 0.4% of portfolio
66,612
Q3 2024 Reduced 9.36%
$5.08B
$4.22 Billion 0.39% of portfolio
80,764
Q3 2024 Reduced 6.2%
$194B
$4.19 Billion 0.38% of portfolio
10,711
Q3 2024 Added 0.93%
$1.36T
$4.13 Billion 0.38% of portfolio
7,284
Q3 2024 Added 11.89%
$342B
$4.03 Billion 0.37% of portfolio
14,538
Q3 2024 Added 1.67%
$271B
$4.09 Billion 0.37% of portfolio
56,579
Q3 2024 Reduced 0.56%
$0
$3.94 Billion 0.36% of portfolio
74,848
Q3 2024 Reduced 9.78%
Brookfield Asset Managmt LTD
-
$3.91 Billion 0.36% of portfolio
-
Q3 2024 Added 4.26%
$0
$3.94 Billion 0.36% of portfolio
13,930
Q3 2024 Added 39.62%
$0
$3.99 Billion 0.36% of portfolio
44,289
Q3 2024 Added 3.77%
$0
$3.69 Billion 0.34% of portfolio
6,438
Q3 2024 Reduced 26.03%
$2.53B
$3.76 Billion 0.34% of portfolio
170,803
Q3 2024 Reduced 32.56%
$755B
$3.58 Billion 0.33% of portfolio
4,076
Q3 2024 Added 6.28%
$0
$3.56 Billion 0.33% of portfolio
37,047
Q3 2024 Reduced 8.08%
$0
$3.58 Billion 0.33% of portfolio
17,819
Q3 2024 Added 2.26%
$0
$3.64 Billion 0.33% of portfolio
41,711
Q3 2024 Reduced 8.25%
Blackrock ETF Trust Ii
-
$3.55 Billion 0.32% of portfolio
-
Q3 2024 Reduced 8.05%
$67.7B
$3.18 Billion 0.29% of portfolio
108,901
Q3 2024 Added 24.29%
$217B
$3.14 Billion 0.29% of portfolio
10,341
Q3 2024 Added 0.13%
$17.7B
$3.23 Billion 0.29% of portfolio
47,817
Q3 2024 Reduced 0.39%
$23.9B
$3.05 Billion 0.28% of portfolio
15,806
Q3 2024 Added 1.5%
$0
$3.01 Billion 0.27% of portfolio
51,669
Q3 2024 Reduced 8.5%
$0
$3 Billion 0.27% of portfolio
17,926
Q3 2024 Reduced 3.86%
$83.7B
$2.92 Billion 0.27% of portfolio
4,617
Q3 2024 Reduced 2.53%
$357B
$2.86 Billion 0.26% of portfolio
72,568
Q3 2024 Reduced 5.52%
$76.8B
$2.82 Billion 0.26% of portfolio
2,704
Q3 2024 Added 5.79%
$0
$2.78 Billion 0.25% of portfolio
11,457
Q3 2024 Added 26.86%
Brookfield Corp
-
$2.69 Billion 0.25% of portfolio
-
Q2 2024 Reduced 7.09%
$142B
$2.61 Billion 0.24% of portfolio
10,676
Q3 2024 Added 1.27%
$0
$2.67 Billion 0.24% of portfolio
33,923
Q3 2024 Reduced 6.5%
$0
$2.64 Billion 0.24% of portfolio
31,774
Q3 2024 Added 4.08%

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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