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CIK: 0002008171
Total reported value
$1.0B
$1.0B
318 檔
20.8%
At the close of Q2 2024, Tritonpoint Wealth, LLC disclosed equity holdings valued at approximately $1.0B, spread across 318 reported holdings.
During Q2 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, MSFT, AMZN) accounted for 20.8% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 318 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.27% | +0.23% | +0.60% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.49% | -0.11% | +9.06% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.24% | +0.13% | -2.18% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.76% | +0.52% | -1.59% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.60% | +0.38% | -1.52% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 2.41% | -0.76% | +0.41% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | +0.03% | -0.72% | |
| 8 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 1.93% | -0.12% | -22.99% | |
| 9 | DHR | Danaher CORP | Stock-Healthcare | 1.90% | -0.12% | -1.01% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | -0.01% | -0.35% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.64% | +0.44% | -2.00% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.56% | +0.04% | +0.04% | |
| 13 | XPO | Xpo Inc | Stock-Industrials | 1.35% | -0.10% | -3.40% | |
| 14 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.33% | -0.29% | -0.91% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.29% | -0.11% | -3.36% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.28% | -0.03% | +0.06% | |
| 17 | DOV | Dover CORP | Stock-Industrials | 1.28% | -0.06% | -0.58% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.04% | +1.28% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.23% | — | -1.65% | |
| 20 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.21% | — | -1.56% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.18% | -0.14% | -3.76% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.12% | -0.09% | -1.99% | |
| 23 | BA | Boeing Co/the | Stock-Industrials | 1.07% | -0.01% | -1.55% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | +0.47% | +755.03% | |
| 25 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.99% | -0.11% | +1.71% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.28% | +1.60% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.91% | -0.16% | +0.87% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.89% | -0.04% | -11.73% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.88% | -0.20% | -2.35% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.87% | +0.19% | +0.23% | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.84% | -0.05% | -0.82% | |
| 32 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.82% | — | +1.31% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | -0.01% | +1.06% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.79% | -0.50% | -1.66% | |
| 35 | EOG | Eog Resources Inc | Stock-Energy | 0.77% | -0.20% | +0.47% | |
| 36 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.75% | -0.01% | -0.93% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-Other | 0.75% | -0.01% | -1.55% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.73% | -0.08% | +22.45% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.70% | -0.35% | -0.23% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.03% | -5.40% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | — | — | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.67% | +0.15% | +8.54% | |
| 43 | COF | Capital One Financial CORP | Stock-Financials | 0.64% | -0.01% | -2.41% | |
| 44 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.60% | -0.05% | -1.45% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.60% | +0.03% | -7.92% | |
| 46 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.58% | — | -5.70% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.58% | +0.07% | +0.14% | |
| 48 | ZTS | Zoetis Inc | Stock-Healthcare | 0.58% | -0.06% | +2.38% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.07% | -3.68% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.57% | -0.13% | -3.26% |
According to official SEC Form 13F filings, Tritonpoint Wealth, LLC reported a total U.S. public equity portfolio value of $1.0B across 318 disclosed positions in Q2 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 Q2 2024, Tritonpoint Wealth, LLC's top holdings by market value included AAPL (8.3%)、MSFT (3.5%)、AMZN (3.2%). The largest single position, AAPL, represented 8.3% of total portfolio value.
In Q2 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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