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CIK: 0002008171
Total reported value
$1.0B
$1.0B
304 檔
19.5%
The Q1 2024 SEC filing reveals that Tritonpoint Wealth, LLC held a total portfolio value of $1.0B, covering 304 public equity positions.
During Q1 2024, Tritonpoint Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, BNL) accounted for 19.5% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 304 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.21% | +0.23% | -6.18% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.02% | +0.03% | -49.75% | |
| 3 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 2.94% | -0.12% | -4.62% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.81% | -0.11% | -10.06% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.73% | +0.13% | -3.98% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.27% | +0.52% | -2.08% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.22% | +0.38% | -5.28% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.05% | -0.76% | +2.12% | |
| 9 | DHR | Danaher CORP | Stock-Healthcare | 1.88% | -0.12% | -1.97% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.65% | -0.01% | -3.65% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.59% | +0.04% | -1.04% | |
| 12 | ACN | Accenture plc | Stock-Tech | 1.52% | — | -1.20% | |
| 13 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.48% | — | +1.33% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.41% | -0.11% | -5.36% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.41% | -0.14% | -1.96% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.37% | +0.44% | +7.28% | |
| 17 | XPO | Xpo Inc | Stock-Industrials | 1.25% | -0.10% | -6.62% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.22% | -0.09% | -5.59% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.18% | -0.03% | -71.32% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.15% | -0.03% | +1.84% | |
| 21 | DOV | Dover CORP | Stock-Industrials | 1.14% | -0.06% | +0.23% | |
| 22 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.12% | -0.11% | +0.28% | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.08% | -0.29% | -7.13% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.98% | -0.20% | -1.75% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.97% | -0.04% | -8.36% | |
| 26 | BA | Boeing Co/the | Stock-Industrials | 0.97% | -0.01% | +61.29% | |
| 27 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.87% | +0.03% | -8.24% | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.85% | -0.06% | -48.06% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +0.04% | +32.03% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | -0.01% | -6.22% | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.78% | -0.05% | -3.69% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.77% | -0.16% | -1.57% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.28% | +209.73% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.73% | -0.01% | +6.40% | |
| 35 | EOG | Eog Resources Inc | Stock-Energy | 0.70% | -0.20% | +9.49% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.69% | +0.19% | +15.42% | |
| 37 | ZTS | Zoetis Inc | Stock-Healthcare | 0.68% | -0.06% | -3.35% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.68% | -0.13% | -9.72% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.03% | -2.22% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.35% | -1.21% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.66% | -0.50% | +1.99% | |
| 42 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.65% | -0.05% | -0.33% | |
| 43 | COF | Capital One Financial CORP | Stock-Financials | 0.64% | -0.01% | -5.45% | |
| 44 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.64% | -0.02% | -9.31% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.15% | -6.44% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.61% | +0.07% | -2.88% | |
| 47 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.61% | — | -0.85% | |
| 48 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.60% | — | -13.09% | |
| 49 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.58% | -0.01% | +29.16% | |
| 50 | CME | Cme Group Inc | Stock-Financials | 0.58% | -0.22% | -6.19% |
According to official SEC Form 13F filings, Tritonpoint Wealth, LLC reported a total U.S. public equity portfolio value of $1.0B across 304 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, Tritonpoint Wealth, LLC's top holdings by market value included AAPL (8.2%)、VOO (4.0%)、BNL (2.9%). The largest single position, AAPL, represented 8.2% of total portfolio value.
In Q1 2024, Tritonpoint Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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