Tritonpoint Wealth, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Tritonpoint Wealth, LLC reported 318 stock positions worth $1.0 billion. Its top holding was Apple (AAPL) at 8.3% of the portfolio, followed by Microsoft (MSFT, 3.5%) and Amazon.com (AMZN, 3.2%). Compared with Q1 2024, it opened 37 new positions, sold out of 23, added to 77 and reduced 181. The biggest buy was Microsoft (MSFT, shares +9%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHEVY CHASE, MD
- CIK
- 0002008171
- Portfolio Value
- $1.0B (Q2 2024)
- SEC Filing
- 0002008171-24-000003 ↗ filed Aug 12, 2024
Holdings Value
Holdings 318 stocks · $1.0B
| AAPL Apple Inc. | 8.27% | 407,988 | $85.9M | Add +0.6% |
| MSFT Microsoft Corp. | 3.49% | 81,164 | $36.3M | Add +9.1% |
| AMZN Amazon.com Inc. | 3.24% | 174,155 | $33.7M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 2.76% | 157,450 | $28.7M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 2.60% | 147,346 | $27.0M | Reduce -1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.41% | 66,896 | $25.1M | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 2.13% | 44,008 | $22.1M | Reduce -0.7% |
| BNL Broadstone Net Lease Inc. | 1.93% | 1,240,898 | $20.1M | Reduce -23.0% |
| DHR Danaher Corp. | 1.90% | 78,982 | $19.8M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 1.88% | 96,630 | $19.5M | Reduce -0.3% |
| IYW iShares Ustechnology ETF | 1.64% | 113,031 | $17.0M | Reduce -2.0% |
| V Visa Inc. Class A | 1.56% | 61,900 | $16.2M | Add +0.0% |
| XPO Xpo Inc. | 1.35% | 131,653 | $14.0M | Reduce -3.4% |
| ISRG Intuitive Surgical Inc. | 1.33% | 31,048 | $13.8M | Reduce -0.9% |
| MA Mastercard Inc. Class A | 1.29% | 30,284 | $13.4M | Reduce -3.4% |
| MRK Merck & Co. Inc. | 1.28% | 107,019 | $13.3M | Add +0.1% |
| DOV Dover Corp. | 1.28% | 73,676 | $13.3M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 1.24% | 23,597 | $12.9M | Add +1.3% |
| ACN Accenture PLC Class A | 1.23% | 42,173 | $12.8M | Reduce -1.6% |
| UPS United Parcel Service Class B | 1.21% | 92,227 | $12.6M | Reduce -1.6% |
| JNJ Johnson & Johnson | 1.18% | 84,185 | $12.3M | Reduce -3.8% |
| TMO Thermo Fisher Scientific Inc. | 1.12% | 21,113 | $11.7M | Reduce -2.0% |
| BA The Boeing Co. | 1.07% | 61,157 | $11.1M | Reduce -1.6% |
| NVDA Nvidia Corp. | 1.06% | 88,872 | $11.0M | Reduce -14.5% |
| MDLZ Mondelez International Inc. Class A | 0.99% | 156,618 | $10.3M | Add +1.7% |
| WMT Walmart Inc. | 0.96% | 146,898 | $9.9M | Add +1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.91% | 86,151 | $9.5M | Add +0.9% |
| XLF SS Financial Select Sector | 0.89% | 225,030 | $9.3M | Reduce -11.7% |
| PEP Pepsico Inc. | 0.88% | 55,282 | $9.1M | Reduce -2.4% |
| XLK SS Technology Select Sector | 0.87% | 39,976 | $9.0M | Add +0.2% |
| CB Chubb Ltd. | 0.84% | 34,052 | $8.7M | Reduce -0.8% |
| LRCX Lam Research Corp. | 0.82% | 7,993 | $8.5M | Add +1.3% |
| HD Home Depot Inc. | 0.80% | 24,207 | $8.3M | Add +1.1% |
| WFC Wells Fargo & Co. | 0.79% | 137,701 | $8.2M | Reduce -1.7% |
| EOG EOG Resources Inc. | 0.77% | 63,140 | $7.9M | Add +0.5% |
| MAR Marriott International Class A | 0.75% | 32,374 | $7.8M | Reduce -0.9% |
| XLI SS Industrial Select Sector | 0.75% | 63,743 | $7.8M | Reduce -1.6% |
| XLV SS Health Care Select Sector | 0.73% | 52,174 | $7.6M | Add +22.4% |
| CVX Chevron Corp. | 0.70% | 46,715 | $7.3M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.69% | 17,522 | $7.1M | Reduce -5.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.67% | 87,246 | $7.0M | New |
| UNH Unitedhealth Group Inc. | 0.67% | 13,592 | $6.9M | Add +8.5% |
| COF Capital One Financial Corp. | 0.64% | 48,060 | $6.7M | Reduce -2.4% |
| YUM Yum! Brands Inc. | 0.60% | 47,000 | $6.2M | Reduce -1.4% |
| SBUX Starbucks Corp. | 0.60% | 79,554 | $6.2M | Reduce -7.9% |
| CL Colgate-Palmolive Co. | 0.58% | 62,250 | $6.0M | Reduce -5.7% |
| IWO iShares Russell 2000 Growth | 0.58% | 22,965 | $6.0M | Add +0.1% |
| ZTS Zoetis Inc. | 0.58% | 34,744 | $6.0M | Add +2.4% |
| COST Costco Wholesale Corp. | 0.58% | 7,050 | $6.0M | Reduce -3.7% |
| ABT Abbott Laboratories | 0.57% | 56,770 | $5.9M | Reduce -3.3% |
| PG The Procter & Gamble Co. | 0.56% | 35,168 | $5.8M | Reduce -5.6% |
| ORCL Oracle Corp. | 0.56% | 40,923 | $5.8M | Add +168.6% |
| AY Atlantica Sustainable Infras | 0.54% | 253,249 | $5.6M | Add +28.7% |
| VYM Vanguard High DVD Yield ETF | 0.52% | 45,975 | $5.5M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.51% | 72,529 | $5.3M | Reduce -25.2% |
| CME Cme Group Inc. | 0.49% | 25,667 | $5.0M | Add +0.3% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.48% | 139,617 | $5.0M | Reduce -0.9% |
| AGG iShares Core U.S. Aggregate | 0.46% | 49,259 | $4.8M | Add +4.9% |
| IJR iShares Core S&P Small-Cap E | 0.46% | 44,613 | $4.8M | Add +3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.46% | 8,703 | $4.8M | Reduce -1.3% |
| ECL Ecolab Inc. | 0.45% | 19,417 | $4.6M | Reduce -0.6% |
| ABFL Abacus FCF Leaders ETF | 0.43% | 73,492 | $4.5M | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.42% | 50,068 | $4.4M | Reduce -1.5% |
| GXO Gxo Logistics Inc. | 0.42% | 86,104 | $4.3M | Reduce -9.7% |
| BIV Vanguard Intermediate-Term B | 0.42% | 57,705 | $4.3M | Add +4.0% |
| ADI Analog Devices Inc. | 0.41% | 18,731 | $4.3M | Add +1.4% |
| BLK BlackRock Finance Inc. | 0.41% | 5,392 | $4.2M | Reduce -6.7% |
| XLE SS Energy Select Sector | 0.40% | 45,462 | $4.1M | Add +25.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.39% | 82,958 | $4.0M | New |
| RTX RTX Corp. | 0.39% | 40,056 | $4.0M | Reduce -3.8% |
| LMT Lockheed Martin Corp. | 0.39% | 8,603 | $4.0M | Reduce -0.2% |
| BIP Brookfield Infrastructure Pa | 0.37% | 139,674 | $3.8M | Reduce -13.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.36% | 72,195 | $3.8M | New |
| AES AES Corp. | 0.36% | 213,062 | $3.7M | Add +6.1% |
| MBB iShares MBS ETF | 0.36% | 40,304 | $3.7M | Add +7.5% |
| CRM Salesforce Inc. | 0.35% | 14,299 | $3.7M | Add +840.1% |
| XLC SS Comm Select Sector SPDR | 0.35% | 42,680 | $3.7M | Reduce -5.0% |
| KO The Coca-Cola Co. | 0.35% | 56,897 | $3.6M | Add +0.5% |
| CAT Caterpillar Inc. | 0.34% | 10,612 | $3.5M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.33% | 3,835 | $3.5M | Add +0.9% |
| BX Blackstone Inc. | 0.33% | 27,828 | $3.4M | Reduce -16.9% |
| META Meta Platforms Inc. Class A | 0.32% | 6,510 | $3.3M | Add +4.6% |
| XLY SS Consumer Disc Select Sect | 0.31% | 17,426 | $3.2M | Reduce -7.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 76,809 | $3.1M | Reduce -9.2% |
| IEMG iShares Core MSCI Emerging | 0.29% | 56,469 | $3.0M | Add +45.8% |
| BAM Brookfield Asset Mgmt-A | 0.29% | 79,403 | $3.0M | Add +1.6% |
| BALL Ball Corp. | 0.28% | 48,003 | $2.9M | Add +0.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.27% | 18,645 | $2.8M | Reduce -15.5% |
| BSV Vanguard Short-Term Bond ETF | 0.27% | 36,280 | $2.8M | Reduce -13.6% |
| REGN Regeneron Pharmaceuticals | 0.26% | 2,556 | $2.7M | Add +3.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 9,977 | $2.7M | Reduce -44.5% |
| MCD McDonald's Corp. | 0.25% | 10,328 | $2.6M | Reduce -2.6% |
| CHKP Check Point Software Tech | 0.25% | 15,573 | $2.6M | Reduce -2.3% |
| EPD Enterprise Products Partners | 0.24% | 87,616 | $2.5M | Reduce -21.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.24% | 13,740 | $2.5M | Reduce -6.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 15,519 | $2.5M | Reduce -8.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 5,112 | $2.5M | Add +1.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.23% | 16,895 | $2.4M | Reduce -1.2% |
| PH Parker Hannifin Corp. | 0.23% | 4,737 | $2.4M | Reduce -15.7% |
| PNC PNC Financial Services Group | 0.23% | 15,345 | $2.4M | Add +2.0% |
Portfolio Sells Q1 2024 → Q2 2024
| VOO Vanguard S&P 500 ETF | Reduce -0.7% | 2.13% | −1.89 |
| BNL Broadstone Net Lease Inc. | Reduce -23.0% | 1.93% | −1.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -13.6% | 0.27% | −0.91 |
| CSCO Cisco Systems Inc. | Reduce -64.3% | 0.20% | −0.38 |
| BMY Bristol-Myers Squibb Co. | Reduce -48.8% | 0.13% | −0.31 |
| ACN Accenture PLC Class A | Reduce -1.6% | 1.23% | −0.29 |
| SBUX Starbucks Corp. | Reduce -7.9% | 0.60% | −0.28 |
| JNK SS SPDR BB High Yield Bond | Reduce -75.1% | 0.03% | −0.27 |
| UPS United Parcel Service Class B | Reduce -1.6% | 1.21% | −0.27 |
| JNJ Johnson & Johnson | Reduce -3.8% | 1.18% | −0.22 |
| GXO Gxo Logistics Inc. | Reduce -9.7% | 0.42% | −0.22 |
| FBT First Trust Nyse Arca Biotec | Reduce -77.0% | 0.04% | −0.16 |
| PFE Pfizer Inc. | Reduce -42.1% | 0.08% | −0.15 |
| TWI Titan International Inc. | Reduce -0.0% | 0.12% | −0.15 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.4% | 0.24% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -3.4% | 1.29% | −0.12 |
| BIP Brookfield Infrastructure Pa | Reduce -13.5% | 0.37% | −0.12 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -6.3% | 0.24% | −0.12 |
| CVS CVS Health Corp. | Reduce -47.9% | 0.05% | −0.12 |
| ABT Abbott Laboratories | Reduce -3.3% | 0.57% | −0.11 |
| PEP Pepsico Inc. | Reduce -2.4% | 0.88% | −0.11 |
| LULU Lululemon Athletica Inc. | Reduce -2.6% | 0.13% | −0.11 |
| IJH iShares Core S&P Midcap ETF | Reduce -36.6% | 0.15% | −0.10 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.10 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.10 |
| BX Blackstone Inc. | Reduce -16.9% | 0.33% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.0% | 1.12% | −0.10 |
| SLB SLB Ltd. | Reduce -20.9% | 0.19% | −0.09 |
| NKE Nike Inc. Class B | Reduce -19.8% | 0.09% | −0.09 |
| VNQI Vanguard GLBL Ex-US Real Est | Sold out | 0.00% | −0.09 |
| BLK BlackRock Finance Inc. | Reduce -6.7% | 0.41% | −0.09 |
| XLF SS Financial Select Sector | Reduce -11.7% | 0.89% | −0.08 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -26.5% | 0.06% | −0.08 |
| MCD McDonald's Corp. | Reduce -2.6% | 0.25% | −0.08 |
| AKAM Akamai Technologies Inc. | Reduce -0.6% | 0.18% | −0.07 |
| OKE Oneok Inc. | Reduce -33.7% | 0.13% | −0.07 |
| CSTL Castle Biosciences Inc. | Reduce -23.7% | 0.15% | −0.07 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -3.4% | 0.15% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -25.2% | 0.51% | −0.06 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.06 |
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −0.06 |
| FDX FedEx Corp. | Reduce -37.1% | 0.08% | −0.05 |
| ADBE Adobe Inc. | Reduce -18.5% | 0.11% | −0.05 |
| ITOT iShares Core S&P Total U.S. | Reduce -15.7% | 0.04% | −0.05 |
| YUM Yum! Brands Inc. | Reduce -1.4% | 0.60% | −0.05 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -69.7% | 0.02% | −0.05 |
| DG Dollar General Corp. | Reduce -34.7% | 0.05% | −0.05 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.04 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -0.9% | 0.11% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| MSFT Microsoft Corp. | Add +9.1% | 3.49% | +0.68 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.67% | +0.67 |
| ABFL Abacus FCF Leaders ETF | New | 0.43% | +0.43 |
| IVV iShares Core S&P 500 ETF | Add +1.3% | 1.24% | +0.40 |
| AGG iShares Core U.S. Aggregate | Add +4.9% | 0.46% | +0.40 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.39% | +0.39 |
| ORCL Oracle Corp. | Add +168.6% | 0.56% | +0.38 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.4% | 2.41% | +0.37 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.36% | +0.36 |
| XLV SS Health Care Select Sector | Add +22.4% | 0.73% | +0.36 |
| CRM Salesforce Inc. | Add +840.1% | 0.35% | +0.32 |
| MBB iShares MBS ETF | Add +7.5% | 0.36% | +0.31 |
| LRCX Lam Research Corp. | Add +1.3% | 0.82% | +0.21 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.21% | +0.21 |
| WMT Walmart Inc. | Add +1.6% | 0.96% | +0.21 |
| XLK SS Technology Select Sector | Add +0.2% | 0.87% | +0.19 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.17% | +0.17 |
| TJX TJX Companies Inc. | Add +0.9% | 0.91% | +0.14 |
| MRK Merck & Co. Inc. | Add +0.1% | 1.28% | +0.13 |
| AY Atlantica Sustainable Infras | Add +28.7% | 0.54% | +0.13 |
| LLY Eli Lilly & Co. | Add +0.9% | 0.33% | +0.12 |
| META Meta Platforms Inc. Class A | Add +4.6% | 0.32% | +0.11 |
| XLE SS Energy Select Sector | Add +25.6% | 0.40% | +0.11 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.09% | +0.09 |
| FBND Fidelity Total Bond ETF | New | 0.09% | +0.09 |
| TIP iShares Tips Bond ETF | New | 0.08% | +0.08 |
| TLT iShares 20+ Year Treasury BD | Add +30.2% | 0.11% | +0.08 |
| IEMG iShares Core MSCI Emerging | Add +45.8% | 0.29% | +0.08 |
| ADI Analog Devices Inc. | Add +1.4% | 0.41% | +0.07 |
| AAPL Apple Inc. | Add +0.6% | 8.27% | +0.06 |
| EOG EOG Resources Inc. | Add +0.5% | 0.77% | +0.06 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.06% | +0.06 |
| REGN Regeneron Pharmaceuticals | Add +3.7% | 0.26% | +0.06 |
| MDYG SS SPDR S&P 400 MC GR ETF | New | 0.05% | +0.05 |
| AVGO Broadcom Inc. | Add +5.3% | 0.18% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +8.5% | 0.67% | +0.04 |
| JQUA JPMorgan US Quality Factor | New | 0.04% | +0.04 |
| FTCS First Trust Capital Strength | New | 0.04% | +0.04 |
| MOS The Mosaic Co. | New | 0.03% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +7.5% | 0.14% | +0.03 |
| XOM Exxon Mobil Corp. | Add +17.6% | 0.23% | +0.03 |
| MU Micron Technology Inc. | New | 0.03% | +0.03 |
| JEPQ JPM Nasdaq Equity Premium | Add +24.6% | 0.06% | +0.03 |
| FRPT Freshpet Inc. | New | 0.03% | +0.03 |
| GE General Electric | New | 0.03% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +13.9% | 0.07% | +0.03 |
| DELL Dell Technologies -C | Add +12.6% | 0.06% | +0.03 |
| AEP American Electric Power | New | 0.03% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +16.1% | 0.11% | +0.02 |
| IBB iShares Biotechnology ETF | New | 0.02% | +0.02 |
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 |