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CIK: 0002008171
Total reported value
$1.0B
$1.0B
338 檔
20.8%
In Q1 2025, Tritonpoint Wealth, LLC's U.S. equity holdings reached a combined market value of $1.0B, distributed across 338 disclosed stock positions.
During Q1 2025, 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 338 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.34% | +0.23% | -0.76% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.26% | +0.13% | +1.89% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.25% | -0.76% | +17.49% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.01% | -0.11% | +0.65% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.29% | -0.01% | -0.05% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.28% | +0.52% | -1.25% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.14% | +0.04% | -0.86% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.10% | +0.38% | -2.98% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.00% | +0.03% | -0.57% | |
| 10 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 1.59% | -0.12% | -4.93% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.54% | -0.11% | -0.13% | |
| 12 | DHR | Danaher CORP | Stock-Healthcare | 1.51% | -0.12% | -4.13% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.45% | +0.44% | -2.96% | |
| 14 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.42% | -0.29% | -1.03% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.32% | -0.14% | -0.79% | |
| 16 | XPO | Xpo Inc | Stock-Industrials | 1.27% | -0.10% | -1.32% | |
| 17 | DOV | Dover CORP | Stock-Industrials | 1.26% | -0.06% | -0.90% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.21% | -0.28% | -0.72% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.10% | -0.04% | +6.60% | |
| 20 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.06% | -0.11% | +2.68% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.04% | -6.45% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.47% | +3.57% | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.00% | -0.16% | -1.35% | |
| 24 | CB | Chubb Limited | Stock-Financials | 0.98% | -0.05% | -0.98% | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.98% | -0.09% | -0.38% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 0.94% | -0.50% | -0.80% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 0.91% | -0.01% | +2.66% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-Other | 0.86% | -0.08% | +12.00% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.86% | -0.03% | -9.18% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.82% | -0.35% | +3.80% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.03% | +1.57% | |
| 32 | COF | Capital One Financial CORP | Stock-Financials | 0.79% | -0.01% | -0.87% | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.78% | -0.01% | +1.61% | |
| 34 | EOG | Eog Resources Inc | Stock-Energy | 0.78% | -0.20% | +2.07% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.77% | -0.20% | +2.22% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.13% | +0.07% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.01% | -0.04% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | +0.19% | -1.20% | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.71% | +0.03% | +1.28% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | +0.15% | -1.50% | |
| 41 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.69% | -0.05% | -0.66% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.07% | +0.63% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.62% | -0.13% | -0.21% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | — | +2.43% | |
| 45 | CME | Cme Group Inc | Stock-Financials | 0.58% | -0.22% | -4.50% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.57% | +0.07% | +0.13% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | -0.01% | -1.04% | |
| 48 | LRCX | Lam Research CORP | Stock-Tech | 0.54% | +1.13% | +0.85% | |
| 49 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.52% | — | +0.83% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.04% | -2.30% |
According to official SEC Form 13F filings, Tritonpoint Wealth, LLC reported a total U.S. public equity portfolio value of $1.0B across 338 disclosed positions in Q1 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, VUG) accounted for 20.8% of total reported equity market value during Q1 2025.
During Q1 2025, Tritonpoint Wealth, LLC's top holdings by market value included AAPL (8.3%)、AMZN (3.3%)、VUG (3.3%). The largest single position, AAPL, represented 8.3% of total portfolio value.
In Q1 2025, 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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