Tritonpoint Wealth, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 28, 2024), Tritonpoint Wealth, LLC reported 330 stock positions worth $1.1 billion. Its top holding was Apple (AAPL) at 8.4% of the portfolio, followed by Microsoft (MSFT, 3.3%) and Amazon.com (AMZN, 3.1%). Compared with Q2 2024, it opened 25 new positions, sold out of 13, added to 139 and reduced 123. The biggest buy was a new position in Chipotle Mexican Grill (CMG) and the biggest sale United Parcel Service Class B (UPS, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- CHEVY CHASE, MD
- CIK
- 0002008171
- Portfolio Value
- $1.1B (Q3 2024)
- SEC Filing
- 0002008171-24-000005 ↗ filed Oct 28, 2024
Holdings Value
Holdings 330 stocks · $1.1B
| AAPL Apple Inc. | 8.35% | 401,225 | $91.4M | Reduce -1.7% |
| MSFT Microsoft Corp. | 3.29% | 84,143 | $36.0M | Add +3.7% |
| AMZN Amazon.com Inc. | 3.08% | 179,556 | $33.8M | Add +3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.68% | 76,768 | $29.3M | Add +14.8% |
| GOOGL Alphabet Inc. Class A | 2.40% | 160,307 | $26.3M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 2.16% | 143,055 | $23.6M | Reduce -2.9% |
| DHR Danaher Corp. | 2.04% | 80,861 | $22.3M | Add +2.4% |
| VOO Vanguard S&P 500 ETF | 1.97% | 40,868 | $21.5M | Reduce -7.1% |
| JPM JPMorgan Chase & Co. | 1.94% | 100,603 | $21.2M | Add +4.1% |
| BNL Broadstone Net Lease Inc. | 1.80% | 1,046,270 | $19.7M | Reduce -15.7% |
| V Visa Inc. Class A | 1.66% | 65,884 | $18.1M | Add +6.4% |
| IYW iShares Ustechnology ETF | 1.47% | 106,610 | $16.1M | Reduce -5.7% |
| ACN Accenture PLC Class A | 1.37% | 43,012 | $15.0M | Add +2.0% |
| ISRG Intuitive Surgical Inc. | 1.37% | 31,262 | $15.0M | Add +0.7% |
| MA Mastercard Inc. Class A | 1.36% | 30,203 | $14.9M | Reduce -0.3% |
| DOV Dover Corp. | 1.36% | 76,955 | $14.8M | Add +4.5% |
| XPO Xpo Inc. | 1.32% | 129,304 | $14.4M | Reduce -1.8% |
| JNJ Johnson & Johnson | 1.30% | 87,911 | $14.2M | Add +4.4% |
| MRK Merck & Co. Inc. | 1.16% | 110,491 | $12.6M | Add +3.2% |
| TMO Thermo Fisher Scientific Inc. | 1.13% | 20,186 | $12.4M | Reduce -4.4% |
| MDLZ Mondelez International Inc. Class A | 1.13% | 166,497 | $12.4M | Add +6.3% |
| WMT Walmart Inc. | 1.11% | 152,143 | $12.1M | Add +3.6% |
| IVV iShares Core S&P 500 ETF | 1.09% | 20,853 | $12.0M | Reduce -11.6% |
| NVDA Nvidia Corp. | 1.07% | 96,525 | $11.7M | Add +8.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.96% | 89,812 | $10.6M | Add +4.3% |
| BA The Boeing Co. | 0.96% | 67,028 | $10.5M | Add +9.6% |
| CB Chubb Ltd. | 0.95% | 35,667 | $10.4M | Add +4.7% |
| XLF SS Financial Select Sector | 0.91% | 219,989 | $9.9M | Reduce -2.2% |
| PEP Pepsico Inc. | 0.87% | 55,933 | $9.5M | Add +1.2% |
| XLI SS Industrial Select Sector | 0.86% | 70,008 | $9.4M | Add +9.8% |
| HD Home Depot Inc. | 0.80% | 21,792 | $8.7M | Reduce -10.0% |
| UNH Unitedhealth Group Inc. | 0.78% | 14,694 | $8.5M | Add +8.1% |
| XLV SS Health Care Select Sector | 0.77% | 55,025 | $8.4M | Add +5.5% |
| XLK SS Technology Select Sector | 0.77% | 37,396 | $8.4M | Reduce -6.5% |
| EOG EOG Resources Inc. | 0.75% | 66,658 | $8.2M | Add +5.6% |
| ORCL Oracle Corp. | 0.74% | 48,065 | $8.1M | Add +17.4% |
| WFC Wells Fargo & Co. | 0.74% | 143,963 | $8.0M | Add +4.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 16,682 | $7.6M | Reduce -4.8% |
| SBUX Starbucks Corp. | 0.67% | 75,462 | $7.3M | Reduce -5.1% |
| CVX Chevron Corp. | 0.67% | 50,259 | $7.3M | Add +7.6% |
| COF Capital One Financial Corp. | 0.66% | 48,282 | $7.2M | Add +0.5% |
| LRCX Lam Research Corp. | 0.63% | 8,367 | $6.9M | Add +4.7% |
| ZTS Zoetis Inc. | 0.63% | 35,203 | $6.9M | Add +1.3% |
| IWO iShares Russell 2000 Growth | 0.60% | 23,291 | $6.6M | Add +1.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.60% | 79,023 | $6.5M | Reduce -9.4% |
| YUM Yum! Brands Inc. | 0.59% | 46,498 | $6.5M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.59% | 7,232 | $6.4M | Add +2.6% |
| ABT Abbott Laboratories | 0.58% | 56,706 | $6.4M | Reduce -0.1% |
| CL Colgate-Palmolive Co. | 0.56% | 59,418 | $6.2M | Reduce -4.5% |
| UPS United Parcel Service Class B | 0.56% | 45,782 | $6.1M | Reduce -50.4% |
| IJR iShares Core S&P Small-Cap E | 0.54% | 50,476 | $5.9M | Add +13.1% |
| VYM Vanguard High DVD Yield ETF | 0.54% | 45,975 | $5.9M | No change |
| PG The Procter & Gamble Co. | 0.53% | 33,583 | $5.8M | Reduce -4.5% |
| BIP Brookfield Infrastructure Pa | 0.52% | 160,924 | $5.7M | Add +15.2% |
| CMG Chipotle Mexican Grill Inc. | 0.52% | 98,520 | $5.6M | New |
| CME Cme Group Inc. | 0.48% | 24,305 | $5.3M | Reduce -5.3% |
| BLK BlackRock Finance Inc. | 0.48% | 5,509 | $5.2M | Add +2.2% |
| AES AES Corp. | 0.47% | 258,590 | $5.2M | Add +21.4% |
| BX Blackstone Inc. | 0.47% | 33,278 | $5.2M | Add +19.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.47% | 65,836 | $5.2M | Reduce -9.2% |
| BIV Vanguard Intermediate-Term B | 0.46% | 64,134 | $5.0M | Add +11.1% |
| LMT Lockheed Martin Corp. | 0.46% | 8,642 | $5.0M | Add +0.5% |
| MAR Marriott International Class A | 0.45% | 19,668 | $5.0M | Reduce -39.3% |
| ECL Ecolab Inc. | 0.45% | 19,466 | $5.0M | Add +0.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.44% | 52,354 | $4.8M | Add +4.6% |
| ADI Analog Devices Inc. | 0.44% | 20,543 | $4.8M | Add +9.7% |
| RTX RTX Corp. | 0.42% | 38,263 | $4.6M | Reduce -4.5% |
| AGG iShares Core U.S. Aggregate | 0.42% | 45,330 | $4.6M | Reduce -8.0% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.40% | 125,029 | $4.4M | Reduce -10.4% |
| ABFL Abacus FCF Leaders ETF | 0.40% | 66,612 | $4.3M | Reduce -9.4% |
| GXO Gxo Logistics Inc. | 0.39% | 80,764 | $4.2M | Reduce -6.2% |
| CAT Caterpillar Inc. | 0.38% | 10,711 | $4.2M | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.38% | 7,284 | $4.1M | Add +11.9% |
| KO The Coca-Cola Co. | 0.37% | 56,579 | $4.1M | Reduce -0.6% |
| CRM Salesforce Inc. | 0.37% | 14,538 | $4.0M | Add +1.7% |
| XLC SS Comm Select Sector SPDR | 0.36% | 44,289 | $4.0M | Add +3.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.36% | 74,848 | $3.9M | Reduce -9.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 13,930 | $3.9M | Add +39.6% |
| BAM Brookfield Asset Mgmt-A | 0.36% | 82,786 | $3.9M | Add +4.3% |
| AY Atlantica Sustainable Infras | 0.34% | 170,803 | $3.8M | Reduce -32.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 6,438 | $3.7M | Reduce -26.0% |
| XLE SS Energy Select Sector | 0.33% | 41,711 | $3.6M | Reduce -8.3% |
| XLY SS Consumer Disc Select Sect | 0.33% | 17,819 | $3.6M | Add +2.3% |
| LLY Eli Lilly & Co. | 0.33% | 4,076 | $3.6M | Add +6.3% |
| MBB iShares MBS ETF | 0.33% | 37,047 | $3.6M | Reduce -8.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.32% | 66,380 | $3.6M | Reduce -8.1% |
| BALL Ball Corp. | 0.29% | 47,817 | $3.2M | Reduce -0.4% |
| EPD Enterprise Products Partners | 0.29% | 108,901 | $3.2M | Add +24.3% |
| MCD McDonald's Corp. | 0.29% | 10,341 | $3.1M | Add +0.1% |
| CHKP Check Point Software Tech | 0.28% | 15,806 | $3.1M | Add +1.5% |
| IEMG iShares Core MSCI Emerging | 0.27% | 51,669 | $3.0M | Reduce -8.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.27% | 17,926 | $3.0M | Reduce -3.9% |
| PH Parker Hannifin Corp. | 0.27% | 4,617 | $2.9M | Reduce -2.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 72,568 | $2.9M | Reduce -5.5% |
| REGN Regeneron Pharmaceuticals | 0.26% | 2,704 | $2.8M | Add +5.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.25% | 11,457 | $2.8M | Add +26.9% |
| BN Brookfield Corp. | 0.25% | 50,385 | $2.7M | No change |
| BSV Vanguard Short-Term Bond ETF | 0.24% | 33,923 | $2.7M | Reduce -6.5% |
| XLP SS Consumer Staples Sel Sect | 0.24% | 31,774 | $2.6M | Add +4.1% |
| UNP Union Pacific Corp. | 0.24% | 10,676 | $2.6M | Add +1.3% |
Portfolio Sells Q2 2024 → Q3 2024
| UPS United Parcel Service Class B | Reduce -50.4% | 0.56% | −0.65 |
| GOOG Alphabet Inc. Class C | Reduce -2.9% | 2.16% | −0.44 |
| MAR Marriott International Class A | Reduce -39.3% | 0.45% | −0.30 |
| AY Atlantica Sustainable Infras | Reduce -32.6% | 0.34% | −0.19 |
| IYW iShares Ustechnology ETF | Reduce -5.7% | 1.47% | −0.17 |
| VOO Vanguard S&P 500 ETF | Reduce -7.1% | 1.97% | −0.16 |
| IVV iShares Core S&P 500 ETF | Reduce -11.6% | 1.09% | −0.15 |
| BNL Broadstone Net Lease Inc. | Reduce -15.7% | 1.80% | −0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -26.0% | 0.34% | −0.12 |
| XLK SS Technology Select Sector | Reduce -6.5% | 0.77% | −0.10 |
| CSCO Cisco Systems Inc. | Reduce -50.6% | 0.10% | −0.09 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -9.4% | 0.60% | −0.08 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -10.4% | 0.40% | −0.07 |
| XLE SS Energy Select Sector | Reduce -8.3% | 0.33% | −0.07 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -3.8% | 0.18% | −0.05 |
| SLB SLB Ltd. | Reduce -13.7% | 0.14% | −0.05 |
| DPZ Domino's Pizza Inc. | Reduce -0.1% | 0.17% | −0.04 |
| JQUA JPMorgan US Quality Factor | Sold out | 0.00% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -8.0% | 0.42% | −0.04 |
| DIS The Walt Disney Co. | Reduce -13.3% | 0.15% | −0.04 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -8.1% | 0.32% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -9.2% | 0.47% | −0.04 |
| MDT Medtronic PLC | Reduce -45.0% | 0.05% | −0.04 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.03 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -20.8% | 0.11% | −0.03 |
| DG Dollar General Corp. | Reduce -43.2% | 0.02% | −0.03 |
| ABFL Abacus FCF Leaders ETF | Reduce -9.4% | 0.40% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -15.8% | 0.21% | −0.03 |
| GXO Gxo Logistics Inc. | Reduce -6.2% | 0.39% | −0.03 |
| BAC Bank of America Corp. | Reduce -5.5% | 0.26% | −0.03 |
| NKE Nike Inc. Class B | Reduce -41.0% | 0.06% | −0.03 |
| MBB iShares MBS ETF | Reduce -8.1% | 0.33% | −0.03 |
| CVS CVS Health Corp. | Reduce -59.7% | 0.02% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -0.8% | 0.12% | −0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -9.8% | 0.36% | −0.03 |
| XPO Xpo Inc. | Reduce -1.8% | 1.32% | −0.03 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -4.5% | 0.53% | −0.03 |
| ADBE Adobe Inc. | Reduce -11.8% | 0.09% | −0.02 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.02 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -6.5% | 0.24% | −0.02 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.02 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.02 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.02 |
| TSCO Tractor Supply Company | Reduce -28.2% | 0.05% | −0.02 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.02 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -11.5% | 0.22% | −0.02 |
| PDCO Patterson Cos Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| CMG Chipotle Mexican Grill Inc. | New | 0.52% | +0.52 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +14.8% | 2.68% | +0.27 |
| ORCL Oracle Corp. | Add +17.4% | 0.74% | +0.18 |
| WING Wingstop Inc. | New | 0.17% | +0.17 |
| WMT Walmart Inc. | Add +3.6% | 1.11% | +0.15 |
| BIP Brookfield Infrastructure Pa | Add +15.2% | 0.52% | +0.15 |
| ACN Accenture PLC Class A | Add +2.0% | 1.37% | +0.14 |
| BX Blackstone Inc. | Add +19.6% | 0.47% | +0.14 |
| MDLZ Mondelez International Inc. Class A | Add +6.3% | 1.13% | +0.14 |
| DHR Danaher Corp. | Add +2.4% | 2.04% | +0.14 |
| UNH Unitedhealth Group Inc. | Add +8.1% | 0.78% | +0.11 |
| XLI SS Industrial Select Sector | Add +9.8% | 0.86% | +0.11 |
| AES AES Corp. | Add +21.4% | 0.47% | +0.11 |
| JNJ Johnson & Johnson | Add +4.4% | 1.30% | +0.11 |
| CB Chubb Ltd. | Add +4.7% | 0.95% | +0.11 |
| VTI VG Morningstar TS MKT ETF-US | Add +39.6% | 0.36% | +0.10 |
| GS Goldman Sachs Group Inc. | New | 0.09% | +0.09 |
| V Visa Inc. Class A | Add +6.4% | 1.66% | +0.09 |
| IJR iShares Core S&P Small-Cap E | Add +13.1% | 0.54% | +0.08 |
| DOV Dover Corp. | Add +4.5% | 1.36% | +0.08 |
| LMT Lockheed Martin Corp. | Add +0.5% | 0.46% | +0.07 |
| BLK BlackRock Finance Inc. | Add +2.2% | 0.48% | +0.07 |
| BAM Brookfield Asset Mgmt-A | Add +4.3% | 0.36% | +0.07 |
| IJT iShares S&P Small-Cap 600 GR | Add +266.2% | 0.09% | +0.07 |
| OKE Oneok Inc. | Add +44.2% | 0.19% | +0.06 |
| META Meta Platforms Inc. Class A | Add +11.9% | 0.38% | +0.06 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +26.9% | 0.25% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +4.1% | 1.94% | +0.05 |
| TJX TJX Companies Inc. | Add +4.3% | 0.96% | +0.05 |
| TSLA Tesla Inc. | Add +18.3% | 0.16% | +0.05 |
| ZTS Zoetis Inc. | Add +1.3% | 0.63% | +0.05 |
| EPD Enterprise Products Partners | Add +24.3% | 0.29% | +0.05 |
| BIV Vanguard Intermediate-Term B | Add +11.1% | 0.46% | +0.04 |
| CAT Caterpillar Inc. | Add +0.9% | 0.38% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +0.7% | 1.37% | +0.04 |
| XLV SS Health Care Select Sector | Add +5.5% | 0.77% | +0.04 |
| GNRC Generac Holdings Inc. | Add +7.2% | 0.22% | +0.03 |
| MCD McDonald's Corp. | Add +0.1% | 0.29% | +0.03 |
| VDE Vanguard Energy ETF | New | 0.03% | +0.03 |
| CHKP Check Point Software Tech | Add +1.5% | 0.28% | +0.03 |
| HSY The Hershey Co. | New | 0.03% | +0.03 |
| ETN Eaton Corp. PLC | New | 0.03% | +0.03 |
| VONV Vanguard Russell 1000 Value | New | 0.03% | +0.03 |
| DHI D.R. Horton Inc. | New | 0.03% | +0.03 |
| IVOV Vanguard S&P Mid-Cap 400 Val | New | 0.03% | +0.03 |
| ABBV Abbvie Inc. | Add +6.9% | 0.19% | +0.03 |
| ADI Analog Devices Inc. | Add +9.7% | 0.44% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | New | 0.02% | +0.02 |
| IWO iShares Russell 2000 Growth | Add +1.4% | 0.60% | +0.02 |
| PM Philip Morris International | 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 |