Tritonpoint Wealth, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 25, 2024), Tritonpoint Wealth, LLC reported 304 stock positions worth $956.7 million. Its top holding was Apple (AAPL) at 8.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 4.0%) and Broadstone Net Lease (BNL, 2.9%). Compared with Q4 2023, it opened 1 new position, sold out of 23, added to 97 and reduced 188. The biggest buy was iShares Ustechnology ETF (IYW, shares +7%) and the biggest sale Salesforce (CRM, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- CHEVY CHASE, MD
- CIK
- 0002008171
- Portfolio Value
- $956.7M (Q1 2024)
- SEC Filing
- 0002008171-24-000002 ↗ filed Apr 25, 2024
Holdings Value
Holdings 304 stocks · $956.7M
| AAPL Apple Inc. | 8.21% | 405,574 | $78.5M | Reduce -6.2% |
| VOO Vanguard S&P 500 ETF | 4.02% | 44,326 | $38.5M | Reduce -49.8% |
| BNL Broadstone Net Lease Inc. | 2.94% | 1,611,382 | $28.1M | Reduce -4.6% |
| MSFT Microsoft Corp. | 2.81% | 74,421 | $26.9M | Reduce -10.1% |
| AMZN Amazon.com Inc. | 2.73% | 178,036 | $26.1M | Reduce -4.0% |
| GOOGL Alphabet Inc. Class A | 2.27% | 159,995 | $21.7M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 2.22% | 149,614 | $21.2M | Reduce -5.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.05% | 66,623 | $19.6M | Add +2.1% |
| DHR Danaher Corp. | 1.88% | 79,790 | $17.9M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 1.65% | 96,972 | $15.8M | Reduce -3.6% |
| V Visa Inc. Class A | 1.59% | 61,875 | $15.2M | Reduce -1.0% |
| ACN Accenture PLC Class A | 1.52% | 42,880 | $14.5M | Reduce -1.2% |
| UPS United Parcel Service Class B | 1.48% | 93,685 | $14.2M | Add +1.3% |
| MA Mastercard Inc. Class A | 1.41% | 31,336 | $13.5M | Reduce -5.4% |
| JNJ Johnson & Johnson | 1.41% | 87,470 | $13.5M | Reduce -2.0% |
| IYW iShares Ustechnology ETF | 1.37% | 115,332 | $13.1M | Add +7.3% |
| XPO Xpo Inc. | 1.25% | 136,285 | $12.0M | Reduce -6.6% |
| TMO Thermo Fisher Scientific Inc. | 1.22% | 21,541 | $11.7M | Reduce -5.6% |
| BSV Vanguard Short-Term Bond ETF | 1.18% | 41,987 | $11.3M | Reduce -71.3% |
| MRK Merck & Co. Inc. | 1.15% | 106,955 | $11.0M | Add +1.8% |
| DOV Dover Corp. | 1.14% | 74,104 | $10.9M | Add +0.2% |
| MDLZ Mondelez International Inc. Class A | 1.12% | 153,988 | $10.7M | Add +0.3% |
| ISRG Intuitive Surgical Inc. | 1.08% | 31,332 | $10.3M | Reduce -7.1% |
| PEP Pepsico Inc. | 0.98% | 56,615 | $9.4M | Reduce -1.8% |
| XLF SS Financial Select Sector | 0.97% | 254,921 | $9.3M | Reduce -8.4% |
| BA The Boeing Co. | 0.97% | 62,121 | $9.3M | Add +61.3% |
| SBUX Starbucks Corp. | 0.87% | 86,392 | $8.4M | Reduce -8.2% |
| BIV Vanguard Intermediate-Term B | 0.85% | 55,490 | $8.2M | Reduce -48.1% |
| IVV iShares Core S&P 500 ETF | 0.84% | 23,298 | $8.0M | Add +32.0% |
| HD Home Depot Inc. | 0.83% | 23,952 | $7.9M | Reduce -6.2% |
| CB Chubb Ltd. | 0.78% | 34,335 | $7.5M | Reduce -3.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.77% | 85,410 | $7.4M | Reduce -1.6% |
| WMT Walmart Inc. | 0.75% | 144,580 | $7.2M | Add +3.2% |
| XLI SS Industrial Select Sector | 0.73% | 64,748 | $6.9M | Add +6.4% |
| EOG EOG Resources Inc. | 0.70% | 62,845 | $6.7M | Add +9.5% |
| XLK SS Technology Select Sector | 0.69% | 39,884 | $6.6M | Add +15.4% |
| ZTS Zoetis Inc. | 0.68% | 33,936 | $6.5M | Reduce -3.4% |
| ABT Abbott Laboratories | 0.68% | 58,682 | $6.5M | Reduce -9.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 18,523 | $6.5M | Reduce -2.2% |
| CVX Chevron Corp. | 0.68% | 46,823 | $6.5M | Reduce -1.2% |
| WFC Wells Fargo & Co. | 0.66% | 140,026 | $6.3M | Add +2.0% |
| YUM Yum! Brands Inc. | 0.65% | 47,692 | $6.2M | Reduce -0.3% |
| COF Capital One Financial Corp. | 0.64% | 49,246 | $6.1M | Reduce -5.5% |
| GXO Gxo Logistics Inc. | 0.64% | 95,385 | $6.1M | Reduce -9.3% |
| UNH Unitedhealth Group Inc. | 0.62% | 12,522 | $6.0M | Reduce -6.4% |
| IWO iShares Russell 2000 Growth | 0.61% | 22,932 | $5.8M | Reduce -2.9% |
| LRCX Lam Research Corp. | 0.61% | 7,890 | $5.8M | Reduce -0.8% |
| CL Colgate-Palmolive Co. | 0.60% | 66,010 | $5.8M | Reduce -13.1% |
| MAR Marriott International Class A | 0.58% | 32,679 | $5.6M | Add +29.2% |
| CME Cme Group Inc. | 0.58% | 25,590 | $5.5M | Reduce -6.2% |
| CSCO Cisco Systems Inc. | 0.58% | 122,006 | $5.5M | Add +6.4% |
| PG The Procter & Gamble Co. | 0.57% | 37,238 | $5.4M | Reduce -6.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.57% | 97,004 | $5.4M | Add +25.9% |
| IJR iShares Core S&P Small-Cap E | 0.55% | 43,179 | $5.2M | Reduce -20.7% |
| VYM Vanguard High DVD Yield ETF | 0.54% | 45,975 | $5.1M | Reduce -0.0% |
| NVDA Nvidia Corp. | 0.52% | 10,394 | $5.0M | Reduce -16.2% |
| BLK BlackRock Finance Inc. | 0.50% | 5,777 | $4.8M | Reduce -6.7% |
| BIP Brookfield Infrastructure Pa | 0.49% | 161,549 | $4.7M | Add +3.7% |
| COST Costco Wholesale Corp. | 0.49% | 7,319 | $4.6M | Reduce -13.5% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.46% | 140,908 | $4.4M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 8,817 | $4.3M | Reduce -2.1% |
| BMY Bristol-Myers Squibb Co. | 0.44% | 64,557 | $4.2M | Reduce -31.3% |
| BX Blackstone Inc. | 0.43% | 33,478 | $4.1M | Reduce -6.2% |
| LMT Lockheed Martin Corp. | 0.41% | 8,617 | $4.0M | Reduce -2.5% |
| AY Atlantica Sustainable Infras | 0.41% | 196,709 | $3.9M | Add +5.6% |
| ECL Ecolab Inc. | 0.40% | 19,535 | $3.8M | Reduce -1.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.38% | 50,841 | $3.7M | Add +4.3% |
| KO The Coca-Cola Co. | 0.38% | 56,635 | $3.6M | Reduce -12.1% |
| XLV SS Health Care Select Sector | 0.38% | 42,607 | $3.6M | Add +57.4% |
| RTX RTX Corp. | 0.37% | 41,655 | $3.5M | Reduce -2.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.37% | 16,947 | $3.5M | Reduce -27.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.36% | 14,666 | $3.5M | Reduce -23.8% |
| AES AES Corp. | 0.36% | 200,852 | $3.4M | Add +10.5% |
| CAT Caterpillar Inc. | 0.34% | 10,696 | $3.2M | Reduce -14.7% |
| ADI Analog Devices Inc. | 0.34% | 18,477 | $3.2M | Add +6.1% |
| MCD McDonald's Corp. | 0.33% | 10,603 | $3.1M | Reduce -31.4% |
| BAM Brookfield Asset Mgmt-A | 0.32% | 78,194 | $3.0M | Add +0.4% |
| XLY SS Consumer Disc Select Sect | 0.31% | 18,881 | $3.0M | Add +5.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 84,557 | $2.9M | Reduce -8.0% |
| XLC SS Comm Select Sector SPDR | 0.31% | 44,942 | $2.9M | Add +6.6% |
| JNK SS SPDR BB High Yield Bond | 0.30% | 11,972 | $2.9M | Reduce -60.8% |
| XLE SS Energy Select Sector | 0.29% | 36,202 | $2.8M | Add +8.7% |
| BALL Ball Corp. | 0.29% | 47,799 | $2.7M | Reduce -1.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.29% | 52,761 | $2.7M | Add +0.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.29% | 22,071 | $2.7M | Add +14.3% |
| EPD Enterprise Products Partners | 0.28% | 111,638 | $2.7M | Add +9.7% |
| LH Laboratory CRP of Amer Hldgs | 0.28% | 11,603 | $2.6M | Add +0.1% |
| PH Parker Hannifin Corp. | 0.27% | 5,616 | $2.6M | Reduce -8.2% |
| TWI Titan International Inc. | 0.27% | 172,571 | $2.6M | No change |
| CHKP Check Point Software Tech | 0.26% | 15,945 | $2.5M | Reduce -5.8% |
| UNP Union Pacific Corp. | 0.26% | 10,550 | $2.5M | Reduce -4.5% |
| IJH iShares Core S&P Midcap ETF | 0.26% | 43,055 | $2.5M | Reduce -36.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 17,969 | $2.5M | Reduce -2.2% |
| AKAM Akamai Technologies Inc. | 0.25% | 20,499 | $2.3M | Reduce -2.1% |
| PNC PNC Financial Services Group | 0.24% | 15,038 | $2.3M | Reduce -2.7% |
| LULU Lululemon Athletica Inc. | 0.24% | 4,809 | $2.3M | Add +3.0% |
| BN Brookfield Corp. | 0.23% | 54,229 | $2.2M | Reduce -15.6% |
| PFE Pfizer Inc. | 0.23% | 51,351 | $2.2M | Reduce -42.7% |
| XLP SS Consumer Staples Sel Sect | 0.23% | 33,924 | $2.2M | Add +6.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.22% | 11,173 | $2.1M | Add +17.2% |
Portfolio Sells Q4 2023 → Q1 2024
| CRM Salesforce Inc. | Reduce -88.8% | 0.04% | −0.31 |
| MSFT Microsoft Corp. | Reduce -10.1% | 2.81% | −0.23 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.2% | 0.26% | −0.17 |
| MCD McDonald's Corp. | Reduce -31.4% | 0.33% | −0.12 |
| IJH iShares Core S&P Midcap ETF | Reduce -36.4% | 0.26% | −0.11 |
| NVDA Nvidia Corp. | Reduce -16.2% | 0.52% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -13.5% | 0.49% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -6.4% | 0.62% | −0.06 |
| TSLA Tesla Inc. | Reduce -29.3% | 0.13% | −0.05 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.05 |
| XLF SS Financial Select Sector | Reduce -8.4% | 0.97% | −0.05 |
| MOS The Mosaic Co. | Sold out | 0.00% | −0.04 |
| VDE Vanguard Energy ETF | Sold out | 0.00% | −0.04 |
| HD Home Depot Inc. | Reduce -6.2% | 0.83% | −0.04 |
| VCR Vanguard Consumer Discre ETF | Sold out | 0.00% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -7.1% | 1.08% | −0.03 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -20.7% | 0.55% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -31.3% | 0.44% | −0.03 |
| IVOV Vanguard S&P Mid-Cap 400 Val | Sold out | 0.00% | −0.03 |
| VAW Vanguard Materials ETF | Sold out | 0.00% | −0.03 |
| VONV Vanguard Russell 1000 Value | Sold out | 0.00% | −0.03 |
| MMM 3M Co. | Reduce -32.2% | 0.09% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -13.1% | 0.04% | −0.03 |
| VIOV Vanguard S&P Small-Cap 600 V | Sold out | 0.00% | −0.02 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.02 |
| GM General Motors Co. | Sold out | 0.00% | −0.02 |
| COF Capital One Financial Corp. | Reduce -5.5% | 0.64% | −0.02 |
| CAT Caterpillar Inc. | Reduce -14.7% | 0.34% | −0.02 |
| IYK iShares US Consumer Staples | Sold out | 0.00% | −0.02 |
| VIOG Vanguard S&P SM Cap 600 GRW | Sold out | 0.00% | −0.02 |
| BX Blackstone Inc. | Reduce -6.2% | 0.43% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -39.6% | 0.06% | −0.02 |
| NOW ServiceNow Inc. | Reduce -31.2% | 0.05% | −0.02 |
| PM Philip Morris International | Sold out | 0.00% | −0.02 |
| AEP American Electric Power | Sold out | 0.00% | −0.02 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.02 |
| CG The Carlyle Group Inc. | Reduce -34.9% | 0.05% | −0.02 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.02 |
| PFE Pfizer Inc. | Reduce -42.7% | 0.23% | −0.02 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.02 |
| MDYG SS SPDR S&P 400 MC GR ETF | Sold out | 0.00% | −0.02 |
| TJX TJX Companies Inc. | Reduce -1.6% | 0.77% | −0.02 |
| GIB Cgi Inc. | Sold out | 0.00% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -7.2% | 0.13% | −0.02 |
| CSX CSX Corp. | Reduce -23.8% | 0.09% | −0.02 |
| BN Brookfield Corp. | Reduce -15.6% | 0.23% | −0.02 |
| ING ING Groep N.V.-Sponsored ADR | Sold out | 0.00% | −0.02 |
| ABT Abbott Laboratories | Reduce -9.7% | 0.68% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| IYW iShares Ustechnology ETF | Add +7.3% | 1.37% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.1% | 2.05% | +0.07 |
| UPS United Parcel Service Class B | Add +1.3% | 1.48% | +0.07 |
| XLI SS Industrial Select Sector | Add +6.4% | 0.73% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +25.9% | 0.57% | +0.04 |
| XLK SS Technology Select Sector | Add +15.4% | 0.69% | +0.04 |
| WMT Walmart Inc. | Add +3.2% | 0.75% | +0.03 |
| MDLZ Mondelez International Inc. Class A | Add +0.3% | 1.12% | +0.03 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +0.8% | 0.46% | +0.03 |
| DOV Dover Corp. | Add +0.2% | 1.14% | +0.03 |
| MRK Merck & Co. Inc. | Add +1.8% | 1.15% | +0.03 |
| MAR Marriott International Class A | Add +29.2% | 0.58% | +0.03 |
| EOG EOG Resources Inc. | Add +9.5% | 0.70% | +0.02 |
| XLE SS Energy Select Sector | Add +8.7% | 0.29% | +0.02 |
| EPD Enterprise Products Partners | Add +9.7% | 0.28% | +0.02 |
| LH Laboratory CRP of Amer Hldgs | Add +0.1% | 0.28% | +0.02 |
| IMMX Immix Biopharma Inc. | New | 0.02% | +0.02 |
| SLB SLB Ltd. | Add +0.5% | 0.29% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +32.0% | 0.84% | +0.02 |
| XLV SS Health Care Select Sector | Add +57.4% | 0.38% | +0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +17.2% | 0.22% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +10.8% | 0.22% | +0.01 |
| AY Atlantica Sustainable Infras | Add +5.6% | 0.41% | +0.01 |
| AES AES Corp. | Add +10.5% | 0.36% | +0.01 |
| CSCO Cisco Systems Inc. | Add +6.4% | 0.58% | +0.01 |
| BAM Brookfield Asset Mgmt-A | Add +0.4% | 0.32% | +0.01 |
| BIP Brookfield Infrastructure Pa | Add +3.7% | 0.49% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +14.3% | 0.29% | +0.01 |
| LLY Eli Lilly & Co. | Add +3.9% | 0.22% | +0.01 |
| LULU Lululemon Athletica Inc. | Add +3.0% | 0.24% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +11.2% | 0.11% | +0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +4.3% | 0.38% | +0.01 |
| XLP SS Consumer Staples Sel Sect | Add +6.3% | 0.23% | +0.01 |
| REGN Regeneron Pharmaceuticals | Add +9.1% | 0.20% | +0.01 |
| GNRC Generac Holdings Inc. | Add +10.1% | 0.17% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +6.6% | 0.31% | +0.01 |
| MDT Medtronic PLC | Add +10.9% | 0.11% | +0.01 |
| HON Honeywell International Inc. | Add +11.5% | 0.15% | +0.01 |
| UL Unilever PLC | Add +2.3% | 0.07% | +0.00 |
| TYL Tyler Technologies Inc. | Add +0.1% | 0.07% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +650.4% | 0.06% | +0.00 |
| EGP Eastgroup Properties Inc. | Add +6.9% | 0.06% | +0.00 |
| COP Conocophillips | Add +8.4% | 0.07% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +16.7% | 0.06% | +0.00 |
| NDAQ Nasdaq Inc. | Add +10.3% | 0.07% | +0.00 |
| SASR Sandy Spring Bancorp Inc. | Add +0.1% | 0.06% | +0.00 |
| TSCO Tractor Supply Company | Add +5.4% | 0.07% | +0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +7.2% | 0.05% | +0.00 |
| BIIB Biogen Inc. | Add +14.7% | 0.05% | +0.00 |
| MTB M & T Bank Corp. | Add +2.3% | 0.05% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 281 | $1.0B | AAPL, GOOGL, GOOG, AMZN, VUG |
| Q1 2026 | 268 | $934.0M | AAPL, VUG, GOOG, GOOGL, AMZN |
| Q4 2025 | 272 | $986.2M | AAPL, VUG, GOOG, GOOGL, AMZN |
| Q3 2025 | 349 | $1.2B | AAPL, VUG, MSFT, AMZN, GOOGL |
| Q2 2025 | 344 | $1.1B | AAPL, MSFT, VUG, AMZN, JPM |
| Q1 2025 | 338 | $1.1B | AAPL, AMZN, VUG, MSFT, JPM |
| Q4 2024 | 332 | $1.1B | AAPL, AMZN, MSFT, VUG, GOOGL |
| Q3 2024 | 330 | $1.1B | AAPL, MSFT, AMZN, VUG, GOOGL |
| Q2 2024 | 318 | $1.0B | AAPL, MSFT, AMZN, GOOGL, GOOG |
| Q1 2024 | 304 | $956.7M | AAPL, VOO, BNL, MSFT, AMZN |