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CIK: 0002008171
Total reported value
$1.0B
$1.0B
332 檔
23.1%
The Q4 2024 SEC filing reveals that Tritonpoint Wealth, LLC held a total portfolio value of $1.0B, covering 332 public equity positions.
During Q4 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, AMZN, MSFT) accounted for 23.1% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 332 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.01% | +0.23% | -0.94% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.50% | +0.13% | -1.75% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.19% | -0.11% | -0.50% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 2.91% | -0.76% | +2.05% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.69% | +0.52% | -2.20% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.51% | +0.38% | +1.91% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.13% | -0.01% | -2.61% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | +0.03% | +0.82% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.85% | +0.04% | -1.98% | |
| 10 | DHR | Danaher CORP | Stock-Healthcare | 1.67% | -0.12% | -0.58% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.62% | +0.44% | +5.12% | |
| 12 | XPO | Xpo Inc | Stock-Industrials | 1.49% | -0.10% | -2.98% | |
| 13 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 1.48% | -0.12% | -2.98% | |
| 14 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.44% | -0.29% | -2.74% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.41% | -0.11% | -2.27% | |
| 16 | ACN | Accenture plc | Stock-Tech | 1.34% | — | -1.83% | |
| 17 | DOV | Dover CORP | Stock-Industrials | 1.30% | -0.06% | -0.87% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.19% | -0.28% | -4.33% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | +0.47% | -1.81% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | -0.14% | -4.39% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.04% | -1.55% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.99% | -0.03% | -0.81% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.98% | -0.09% | +2.67% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.96% | -0.16% | -2.19% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.95% | -0.04% | -1.48% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 0.88% | -0.50% | -3.78% | |
| 27 | CB | Chubb Limited | Stock-Financials | 0.86% | -0.05% | -3.43% | |
| 28 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.86% | -0.11% | -5.06% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-Other | 0.84% | -0.01% | +0.97% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.78% | +0.19% | -1.21% | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 0.76% | -0.01% | -29.05% | |
| 32 | COF | Capital One Financial CORP | Stock-Financials | 0.75% | -0.01% | -3.41% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.73% | -0.20% | -5.53% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.73% | — | +40.08% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.01% | -5.50% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.70% | -0.13% | -2.92% | |
| 37 | EOG | Eog Resources Inc | Stock-Energy | 0.69% | -0.20% | -6.25% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.69% | -0.08% | +0.37% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.15% | -2.48% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.03% | -5.08% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.65% | -0.35% | -1.81% | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.62% | +0.03% | -0.26% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | — | -1.52% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.61% | +0.07% | -0.27% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.59% | -0.13% | +1.13% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.07% | -4.18% | |
| 47 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.56% | -0.05% | -0.43% | |
| 48 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.56% | -0.03% | EXIT | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | +0.03% | +4.80% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.54% | -0.01% | +1.02% |
According to official SEC Form 13F filings, Tritonpoint Wealth, LLC reported a total U.S. public equity portfolio value of $1.0B across 332 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Tritonpoint Wealth, LLC's top holdings by market value included AAPL (9.0%)、AMZN (3.5%)、MSFT (3.2%). The largest single position, AAPL, represented 9.0% of total portfolio value.
In Q4 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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