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
$0
$555 Million 0.05% of portfolio
4,366
Q2 2024 Reduced 2.48%
$19.5B
$512 Million 0.05% of portfolio
3,792
Q1 2025 Added 1.34%
$0
$566 Million 0.05% of portfolio
5,365
Q1 2025 Added 50.28%
$0
$570 Million 0.05% of portfolio
5,050
Q1 2025 Reduced 0.16%
$51.9B
$561 Million 0.05% of portfolio
30,154
Q1 2025 Added 6.35%
$244B
$495 Million 0.05% of portfolio
3,095
Q1 2025 Added 10.5%
$808B
$531 Million 0.05% of portfolio
3,183
Q1 2025 Added 0.66%
$214B
$564 Million 0.05% of portfolio
2,269
Q1 2025 Added 8.25%
$27.4B
$549 Million 0.05% of portfolio
3,073
Q1 2025 Added 3.09%
$1.25B
$534 Million 0.05% of portfolio
19,119
Q1 2025 Reduced 4.97%
$24.2B
$494 Million 0.05% of portfolio
264
Q1 2025 Added 1.15%
J P Morgan Exchange Traded F
-
$498 Million 0.05% of portfolio
-
Q1 2025 New
$203B
$536 Million 0.05% of portfolio
2,674
Q1 2025 Added 9.95%
$157B
$569 Million 0.05% of portfolio
1,828
Q1 2025 Added 5.73%
$0
$514 Million 0.05% of portfolio
23,868
Q1 2025 Added 1.1%
$102B
$490 Million 0.05% of portfolio
1,699
Q1 2025 Added 0.83%
$0
$447 Million 0.04% of portfolio
5,620
Q4 2024 Reduced 12.46%
$22.4B
$446 Million 0.04% of portfolio
1,966
Q1 2025 Added 6.33%
$0
$447 Million 0.04% of portfolio
2,305
Q1 2025 Added 15.77%
$158B
$386 Million 0.04% of portfolio
6,481
Q1 2025 Reduced 27.65%
$21.9B
$423 Million 0.04% of portfolio
5,867
Q1 2025 Reduced 16.23%
$0
$382 Million 0.04% of portfolio
2,945
Q3 2024 New
$0
$435 Million 0.04% of portfolio
18,565
Q1 2025 Reduced 1.61%
$60B
$448 Million 0.04% of portfolio
760
Q1 2025 Added 2.7%
$139B
$396 Million 0.04% of portfolio
1,698
Q1 2025 Added 18.41%
$99.7B
$408 Million 0.04% of portfolio
606
Q1 2025 Added 5.03%
$118B
$429 Million 0.04% of portfolio
1,760
Q1 2025 Added 5.01%
$62.3B
$421 Million 0.04% of portfolio
2,892
Q1 2025 Added 1.69%
$21.3B
$458 Million 0.04% of portfolio
2,229
Q1 2025 Added 3.72%
$54.8B
$375 Million 0.04% of portfolio
3,430
Q1 2025 Reduced 0.87%
$0
$388 Million 0.04% of portfolio
2,280
Q3 2024 Reduced 16.79%
$13.2B
$458 Million 0.04% of portfolio
10,510
Q1 2025 Reduced 5.99%
$0
$425 Million 0.04% of portfolio
8,050
Q1 2024 Added 242.99%
$133B
$454 Million 0.04% of portfolio
6,397
Q1 2025 Reduced 2.6%
$0
$451 Million 0.04% of portfolio
5,747
Q1 2025 Added 2.31%
$0
$418 Million 0.04% of portfolio
4,665
Q2 2024 New
$25.1B
$378 Million 0.04% of portfolio
204
Q1 2025 Reduced 1.92%
$0
$414 Million 0.04% of portfolio
23,523
Q1 2025 Reduced 2.08%
$0
$431 Million 0.04% of portfolio
2,288
Q1 2025 Reduced 10.83%
$23.5B
$371 Million 0.04% of portfolio
9,186
Q1 2025 Reduced 17.19%
$0
$470 Million 0.04% of portfolio
2,752
Q1 2025 Reduced 0.58%
$0
$427 Million 0.04% of portfolio
3,500
Q1 2025 Reduced 1.85%
$22.1B
$368 Million 0.04% of portfolio
4,035
Q1 2025 Reduced 2.32%
$69.8B
$395 Million 0.04% of portfolio
6,184
Q1 2025 Added 11.0%
$52.8B
$398 Million 0.04% of portfolio
1,915
Q1 2025 Reduced 9.5%
$7.46B
$380 Million 0.04% of portfolio
2,287
Q1 2025 Reduced 10.63%
$185B
$422 Million 0.04% of portfolio
3,616
Q1 2025 Added 6.45%
$23.4B
$454 Million 0.04% of portfolio
6,208
Q1 2025 Added 3.11%
$79.5B
$408 Million 0.04% of portfolio
1,847
Q1 2025 Added 7.63%

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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