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CIK: 0002008171
Total reported value
$1.0B
$1.0B
330 檔
21.3%
During the Q3 2024 filing period, Tritonpoint Wealth, LLC (CIK: 0002008171) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 330 reported positions.
During Q3 2024, Tritonpoint Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 330 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.35% | +0.23% | -1.66% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.29% | -0.11% | +3.67% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.08% | +0.13% | +3.10% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 2.68% | -0.76% | +14.76% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.40% | +0.52% | +1.81% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.16% | +0.38% | -2.91% | |
| 7 | DHR | Danaher CORP | Stock-Healthcare | 2.04% | -0.12% | +2.38% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.97% | +0.03% | -7.14% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.94% | -0.01% | +4.11% | |
| 10 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 1.80% | -0.12% | -15.68% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | +0.04% | +6.44% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.47% | +0.44% | -5.68% | |
| 13 | ACN | Accenture plc | Stock-Tech | 1.37% | — | +1.99% | |
| 14 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.37% | -0.29% | +0.69% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.36% | -0.11% | -0.27% | |
| 16 | DOV | Dover CORP | Stock-Industrials | 1.36% | -0.06% | +4.45% | |
| 17 | XPO | Xpo Inc | Stock-Industrials | 1.32% | -0.10% | -1.78% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | -0.14% | +4.43% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.16% | -0.03% | +3.24% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.13% | -0.09% | -4.39% | |
| 21 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.13% | -0.11% | +6.31% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.11% | -0.28% | +3.57% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.04% | -11.63% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | +0.47% | +8.61% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.96% | -0.16% | +4.25% | |
| 26 | BA | Boeing Co/the | Stock-Industrials | 0.96% | -0.01% | +9.60% | |
| 27 | CB | Chubb Limited | Stock-Financials | 0.95% | -0.05% | +4.74% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.91% | -0.04% | -2.24% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.87% | -0.20% | +1.18% | |
| 30 | XLI | Ss Industrial Select Sector | ETF-Other | 0.86% | -0.01% | +9.83% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | -0.01% | -9.98% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.78% | +0.15% | +8.11% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.77% | -0.08% | +5.46% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.77% | +0.19% | -6.45% | |
| 35 | EOG | Eog Resources Inc | Stock-Energy | 0.75% | -0.20% | +5.57% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.74% | -0.13% | +17.45% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.74% | -0.50% | +4.55% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.03% | -4.79% | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.67% | +0.03% | -5.14% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.35% | +7.59% | |
| 41 | COF | Capital One Financial CORP | Stock-Financials | 0.66% | -0.01% | +0.46% | |
| 42 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.63% | — | +4.68% | |
| 43 | ZTS | Zoetis Inc | Stock-Healthcare | 0.63% | -0.06% | +1.32% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.60% | +0.07% | +1.42% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | — | -9.43% | |
| 46 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.59% | -0.05% | -1.07% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.07% | +2.58% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.13% | -0.11% | |
| 49 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.56% | — | -4.55% | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.56% | — | -50.36% |
According to official SEC Form 13F filings, Tritonpoint Wealth, LLC reported a total U.S. public equity portfolio value of $1.0B across 330 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 21.3% of total reported equity market value during Q3 2024.
During Q3 2024, Tritonpoint Wealth, LLC's top holdings by market value included AAPL (8.3%)、MSFT (3.3%)、AMZN (3.1%). The largest single position, AAPL, represented 8.3% of total portfolio value.
In Q3 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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