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
$32.7B
$522 Million 0.05% of portfolio
2,976
Q3 2024 Reduced 12.29%
$67.6B
$540 Million 0.05% of portfolio
3,300
Q3 2024 Added 3.32%
$18.6B
$506 Million 0.05% of portfolio
2,501
Q3 2024 Added 352.26%
$1.05T
$558 Million 0.05% of portfolio
3,122
Q3 2024 Added 7.21%
$144B
$601 Million 0.05% of portfolio
2,934
Q3 2024 Added 6.73%
$0
$563 Million 0.05% of portfolio
6,420
Q2 2024 New
$107B
$574 Million 0.05% of portfolio
6,372
Q3 2024 Reduced 45.05%
$0
$521 Million 0.05% of portfolio
7,869
Q2 2024 Added 0.83%
$218B
$585 Million 0.05% of portfolio
664
Q3 2024 Added 14.29%
$65.7B
$430 Million 0.04% of portfolio
9,520
Q3 2024 Added 1.99%
$0
$390 Million 0.04% of portfolio
2,280
Q3 2024 Reduced 16.79%
$200B
$473 Million 0.04% of portfolio
2,143
Q3 2024 Reduced 13.24%
$55.5B
$465 Million 0.04% of portfolio
839
Q3 2024 Reduced 14.91%
$83.3B
$413 Million 0.04% of portfolio
1,685
Q3 2024 Added 13.47%
$0
$475 Million 0.04% of portfolio
9,233
Q3 2024 Added 0.03%
$186B
$400 Million 0.04% of portfolio
2,153
Q3 2024 Added 18.1%
$18.4B
$487 Million 0.04% of portfolio
11,180
Q1 2024 Reduced 34.92%
$118B
$492 Million 0.04% of portfolio
5,885
Q3 2024 Reduced 5.78%
$22.7B
$490 Million 0.04% of portfolio
11,119
Q3 2024 Added 0.73%
$12.9B
$393 Million 0.04% of portfolio
3,607
Q3 2024 Reduced 11.92%
$202B
$407 Million 0.04% of portfolio
2,479
Q3 2024 Added 5.89%
$13.7B
$393 Million 0.04% of portfolio
1,055
Q3 2024 Reduced 7.54%
$0
$423 Million 0.04% of portfolio
4,665
Q2 2024 New
$30.4B
$481 Million 0.04% of portfolio
3,997
Q3 2024 Reduced 3.64%
$0
$435 Million 0.04% of portfolio
4,003
Q3 2024 Reduced 23.65%
$61.1B
$448 Million 0.04% of portfolio
20,571
Q3 2024 Reduced 7.31%
$0
$458 Million 0.04% of portfolio
8,050
Q1 2024 Added 242.99%
$38.4B
$405 Million 0.04% of portfolio
4,525
Q3 2024 Added 53.44%
$23.5B
$407 Million 0.04% of portfolio
260
Q3 2024 Reduced 1.89%
$0
$424 Million 0.04% of portfolio
2,239
Q3 2024 Reduced 14.93%
$0
$413 Million 0.04% of portfolio
4,268
Q3 2024 Added 19.32%
$59.5B
$458 Million 0.04% of portfolio
28,492
Q1 2024 Reduced 9.08%
$0
$400 Million 0.04% of portfolio
5,654
Q3 2024 Added 9.7%
$277B
$408 Million 0.04% of portfolio
1,988
Q3 2024 Reduced 0.45%
$52.4B
$402 Million 0.04% of portfolio
2,124
Q3 2024 Added 1.58%
$0
$399 Million 0.04% of portfolio
6,906
Q3 2024 Added 9.31%
$20.8B
$465 Million 0.04% of portfolio
1,945
Q3 2024 Added 8.84%
$54.5B
$488 Million 0.04% of portfolio
1,981
Q3 2024 Added 3.77%
$0
$449 Million 0.04% of portfolio
3,591
Q3 2024 Reduced 1.24%
$6.17B
$414 Million 0.04% of portfolio
4,127
Q3 2024 Reduced 10.81%
$0
$436 Million 0.04% of portfolio
24,050
Q3 2024 Reduced 19.97%
$0
$307 Million 0.03% of portfolio
3,700
Q3 2024 New
$0
$301 Million 0.03% of portfolio
3,142
Q3 2024 New
$168B
$342 Million 0.03% of portfolio
7,624
Q3 2024 Reduced 9.08%
$47.5B
$305 Million 0.03% of portfolio
3,000
Q3 2024 Added 1.25%
$0
$362 Million 0.03% of portfolio
2,945
Q3 2024 New
$177B
$316 Million 0.03% of portfolio
1,509
Q3 2024 Added 16.53%
$121B
$301 Million 0.03% of portfolio
3,979
Q3 2024 Added 19.13%
$0
$370 Million 0.03% of portfolio
1,869
Q2 2024 Reduced 9.4%

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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