Tritonpoint Wealth, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Tritonpoint Wealth, LLC reported 332 stock positions worth $1.1 billion. Its top holding was Apple (AAPL) at 9.0% of the portfolio, followed by Amazon.com (AMZN, 3.5%) and Microsoft (MSFT, 3.2%). Compared with Q3 2024, it opened 18 new positions, sold out of 16, added to 105 and reduced 165. The biggest buy was a new position in JPMorgan Hedged Equity-I (JHEQX) and the biggest sale Danaher (DHR, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHEVY CHASE, MD
- CIK
- 0002008171
- Portfolio Value
- $1.1B (Q4 2024)
- SEC Filing
- 0002008171-25-000002 ↗ filed Jan 24, 2025
Holdings Value
Holdings 332 stocks · $1.1B
| AAPL Apple Inc. | 9.01% | 397,450 | $99.5M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 3.50% | 176,420 | $38.7M | Reduce -1.8% |
| MSFT Microsoft Corp. | 3.19% | 83,721 | $35.3M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.91% | 78,344 | $32.2M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 2.69% | 156,773 | $29.7M | Reduce -2.2% |
| GOOG Alphabet Inc. Class C | 2.51% | 145,785 | $27.8M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 2.13% | 97,975 | $23.5M | Reduce -2.6% |
| VOO Vanguard S&P 500 ETF | 2.01% | 41,204 | $22.2M | Add +0.8% |
| V Visa Inc. Class A | 1.85% | 64,578 | $20.4M | Reduce -2.0% |
| DHR Danaher Corp. | 1.67% | 80,395 | $18.5M | Reduce -0.6% |
| IYW iShares Ustechnology ETF | 1.62% | 112,066 | $17.9M | Add +5.1% |
| XPO Xpo Inc. | 1.49% | 125,456 | $16.5M | Reduce -3.0% |
| BNL Broadstone Net Lease Inc. | 1.48% | 1,015,121 | $16.4M | Reduce -3.0% |
| ISRG Intuitive Surgical Inc. | 1.44% | 30,406 | $15.9M | Reduce -2.7% |
| MA Mastercard Inc. Class A | 1.41% | 29,516 | $15.5M | Reduce -2.3% |
| ACN Accenture PLC Class A | 1.34% | 42,224 | $14.9M | Reduce -1.8% |
| DOV Dover Corp. | 1.30% | 76,287 | $14.3M | Reduce -0.9% |
| WMT Walmart Inc. | 1.19% | 145,556 | $13.2M | Reduce -4.3% |
| NVDA Nvidia Corp. | 1.15% | 94,777 | $12.7M | Reduce -1.8% |
| JNJ Johnson & Johnson | 1.10% | 84,050 | $12.2M | Reduce -4.4% |
| IVV iShares Core S&P 500 ETF | 1.09% | 20,529 | $12.1M | Reduce -1.6% |
| MRK Merck & Co. Inc. | 0.99% | 109,601 | $11.0M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.98% | 20,725 | $10.8M | Add +2.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.96% | 87,843 | $10.6M | Reduce -2.2% |
| XLF SS Financial Select Sector | 0.95% | 216,733 | $10.5M | Reduce -1.5% |
| WFC Wells Fargo & Co. | 0.88% | 138,523 | $9.7M | Reduce -3.8% |
| CB Chubb Ltd. | 0.86% | 34,445 | $9.5M | Reduce -3.4% |
| MDLZ Mondelez International Inc. Class A | 0.86% | 158,080 | $9.5M | Reduce -5.1% |
| XLI SS Industrial Select Sector | 0.84% | 70,688 | $9.3M | Add +1.0% |
| XLK SS Technology Select Sector | 0.78% | 36,943 | $8.6M | Reduce -1.2% |
| BA The Boeing Co. | 0.76% | 47,559 | $8.4M | Reduce -29.1% |
| COF Capital One Financial Corp. | 0.75% | 46,636 | $8.3M | Reduce -3.4% |
| PEP Pepsico Inc. | 0.73% | 52,842 | $8.1M | Reduce -5.5% |
| UPS United Parcel Service Class B | 0.73% | 64,132 | $8.1M | Add +40.1% |
| HD Home Depot Inc. | 0.72% | 20,594 | $8.0M | Reduce -5.5% |
| ORCL Oracle Corp. | 0.70% | 46,661 | $7.8M | Reduce -2.9% |
| EOG EOG Resources Inc. | 0.69% | 62,494 | $7.7M | Reduce -6.3% |
| XLV SS Health Care Select Sector | 0.69% | 55,231 | $7.6M | Add +0.4% |
| UNH Unitedhealth Group Inc. | 0.66% | 14,330 | $7.2M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 15,835 | $7.2M | Reduce -5.1% |
| CVX Chevron Corp. | 0.65% | 49,349 | $7.1M | Reduce -1.8% |
| SBUX Starbucks Corp. | 0.62% | 75,266 | $6.9M | Reduce -0.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.62% | 77,823 | $6.8M | Reduce -1.5% |
| IWO iShares Russell 2000 Growth | 0.60% | 23,227 | $6.7M | Reduce -0.3% |
| ABT Abbott Laboratories | 0.59% | 57,348 | $6.5M | Add +1.1% |
| COST Costco Wholesale Corp. | 0.57% | 6,930 | $6.3M | Reduce -4.2% |
| YUM Yum! Brands Inc. | 0.56% | 46,298 | $6.2M | Reduce -0.4% |
| CMG Chipotle Mexican Grill Inc. | 0.56% | 101,718 | $6.1M | Add +3.3% |
| IJR iShares Core S&P Small-Cap E | 0.55% | 52,897 | $6.1M | Add +4.8% |
| VYM Vanguard High DVD Yield ETF | 0.54% | 46,445 | $5.9M | Add +1.0% |
| BX Blackstone Inc. | 0.53% | 34,258 | $5.9M | Add +2.9% |
| CME Cme Group Inc. | 0.52% | 23,985 | $5.7M | Reduce -1.3% |
| LRCX Lam Research Corp. | 0.51% | 77,683 | $5.6M | Reduce -7.2% |
| BLK BlackRock Inc. | 0.50% | 5,434 | $5.6M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.49% | 32,149 | $5.4M | Reduce -4.3% |
| ZTS Zoetis Inc. | 0.49% | 32,989 | $5.4M | Reduce -6.3% |
| CL Colgate-Palmolive Co. | 0.48% | 58,367 | $5.3M | Reduce -1.8% |
| MAR Marriott International Class A | 0.46% | 18,071 | $5.0M | Reduce -8.1% |
| BIP Brookfield Infrastructure Pa | 0.45% | 157,555 | $5.0M | Reduce -2.1% |
| CRM Salesforce Inc. | 0.45% | 14,930 | $5.0M | Add +2.7% |
| BIV Vanguard Intermediate-Term B | 0.44% | 64,799 | $4.8M | Add +1.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.43% | 52,198 | $4.7M | Reduce -0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.41% | 65,184 | $4.6M | Reduce -1.0% |
| ECL Ecolab Inc. | 0.41% | 19,457 | $4.6M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.40% | 7,618 | $4.5M | Add +4.6% |
| AGG iShares Core U.S. Aggregate | 0.40% | 45,850 | $4.4M | Add +1.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.40% | 125,886 | $4.4M | Add +0.7% |
| RTX RTX Corp. | 0.39% | 37,674 | $4.4M | Reduce -1.5% |
| ABFL Abacus FCF Leaders ETF | 0.39% | 65,417 | $4.3M | Reduce -1.8% |
| ADI Analog Devices Inc. | 0.38% | 19,851 | $4.2M | Reduce -3.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 14,444 | $4.2M | Add +3.7% |
| BAM Brookfield Asset Mgmt-A | 0.37% | 76,384 | $4.1M | Reduce -7.7% |
| XLC SS Comm Select Sector SPDR | 0.37% | 42,473 | $4.1M | Reduce -4.1% |
| JHEQX JPMorgan Hedged Equity-I filed as CATERPILLAR INC | 0.37% | 123,868 | $4.1M | New |
| XLY SS Consumer Disc Select Sect | 0.36% | 17,757 | $4.0M | Reduce -0.3% |
| AES AES Corp. | 0.36% | 306,877 | $3.9M | Add +18.7% |
| CAT Caterpillar Inc. | 0.35% | 10,569 | $3.8M | Reduce -1.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.34% | 74,034 | $3.8M | Reduce -1.1% |
| LMT Lockheed Martin Corp. | 0.34% | 7,756 | $3.8M | Reduce -10.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 6,346 | $3.7M | Reduce -1.4% |
| XLE SS Energy Select Sector | 0.31% | 40,367 | $3.5M | Reduce -3.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.31% | 66,331 | $3.5M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.30% | 53,792 | $3.3M | Reduce -4.9% |
| AVGO Broadcom Inc. | 0.30% | 14,286 | $3.3M | Add +17.3% |
| MBB iShares MBS ETF | 0.30% | 36,090 | $3.3M | Reduce -2.6% |
| GXO Gxo Logistics Inc. | 0.30% | 75,381 | $3.3M | Reduce -6.7% |
| LLY Eli Lilly & Co. | 0.29% | 4,184 | $3.2M | Add +2.6% |
| VONE Vanguard Russell 1000 | 0.29% | 11,993 | $3.2M | New |
| EPD Enterprise Products Partners | 0.29% | 100,726 | $3.2M | Reduce -7.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 71,763 | $3.2M | Reduce -1.1% |
| MCD McDonald's Corp. | 0.27% | 10,283 | $3.0M | Reduce -0.6% |
| CHKP Check Point Software Tech | 0.27% | 15,848 | $3.0M | Add +0.3% |
| PH Parker Hannifin Corp. | 0.27% | 4,605 | $2.9M | Reduce -0.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.26% | 11,486 | $2.9M | Add +0.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.26% | 17,730 | $2.9M | Reduce -1.1% |
| BN Brookfield Corp. | 0.26% | 49,770 | $2.9M | Reduce -1.2% |
| PNC PNC Financial Services Group | 0.25% | 14,292 | $2.8M | Add +2.1% |
| IEMG iShares Core MSCI Emerging | 0.25% | 52,155 | $2.7M | Add +0.9% |
| BALL Ball Corp. | 0.24% | 47,790 | $2.6M | Reduce -0.1% |
| TSLA Tesla Inc. | 0.24% | 6,523 | $2.6M | Reduce -2.1% |
Portfolio Sells Q3 2024 → Q4 2024
| DHR Danaher Corp. | Reduce -0.6% | 1.67% | −0.37 |
| AY Atlantica Sustainable Infras | Sold out | 0.00% | −0.34 |
| BNL Broadstone Net Lease Inc. | Reduce -3.0% | 1.48% | −0.32 |
| MDLZ Mondelez International Inc. Class A | Reduce -5.1% | 0.86% | −0.27 |
| JNJ Johnson & Johnson | Reduce -4.4% | 1.10% | −0.20 |
| BA The Boeing Co. | Reduce -29.1% | 0.76% | −0.20 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.99% | −0.16 |
| ZTS Zoetis Inc. | Reduce -6.3% | 0.49% | −0.14 |
| PEP Pepsico Inc. | Reduce -5.5% | 0.73% | −0.14 |
| UNH Unitedhealth Group Inc. | Reduce -2.5% | 0.66% | −0.13 |
| LRCX Lam Research Corp. | Reduce -7.2% | 0.51% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -10.3% | 0.34% | −0.12 |
| MSFT Microsoft Corp. | Reduce -0.5% | 3.19% | −0.10 |
| REGN Regeneron Pharmaceuticals | Reduce -5.4% | 0.17% | −0.09 |
| GXO Gxo Logistics Inc. | Reduce -6.7% | 0.30% | −0.09 |
| CL Colgate-Palmolive Co. | Reduce -1.8% | 0.48% | −0.08 |
| CB Chubb Ltd. | Reduce -3.4% | 0.86% | −0.08 |
| KO The Coca-Cola Co. | Reduce -4.9% | 0.30% | −0.07 |
| HD Home Depot Inc. | Reduce -5.5% | 0.72% | −0.07 |
| SLB SLB Ltd. | Reduce -40.5% | 0.07% | −0.07 |
| BIP Brookfield Infrastructure Pa | Reduce -2.1% | 0.45% | −0.06 |
| WING Wingstop Inc. | Reduce -8.7% | 0.10% | −0.06 |
| DOV Dover Corp. | Reduce -0.9% | 1.30% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -4.2% | 0.12% | −0.06 |
| BALL Ball Corp. | Reduce -0.1% | 0.24% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.0% | 0.41% | −0.06 |
| ADI Analog Devices Inc. | Reduce -3.4% | 0.38% | −0.05 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.05 |
| EOG EOG Resources Inc. | Reduce -6.3% | 0.69% | −0.05 |
| SBUX Starbucks Corp. | Reduce -0.3% | 0.62% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.1% | 0.65% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -4.3% | 0.49% | −0.04 |
| ECL Ecolab Inc. | Reduce -0.1% | 0.41% | −0.04 |
| ORCL Oracle Corp. | Reduce -2.9% | 0.70% | −0.04 |
| CAT Caterpillar Inc. | Reduce -1.3% | 0.35% | −0.04 |
| YUM Yum! Brands Inc. | Reduce -0.4% | 0.56% | −0.03 |
| CSTL Castle Biosciences Inc. | Reduce -17.7% | 0.11% | −0.03 |
| ACN Accenture PLC Class A | Reduce -1.8% | 1.34% | −0.03 |
| DOW Dow Inc. | Sold out | 0.00% | −0.03 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.03 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.03 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.03 |
| RTX RTX Corp. | Reduce -1.5% | 0.39% | −0.03 |
| MBB iShares MBS ETF | Reduce -2.6% | 0.30% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -3.9% | 0.20% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -16.1% | 0.12% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.02 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -48.9% | 0.02% | −0.02 |
| NKE Nike Inc. Class B | Reduce -24.4% | 0.04% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| JHEQX JPMorgan Hedged Equity-I | New | 0.37% | +0.37 |
| GOOG Alphabet Inc. Class C | Add +1.9% | 2.51% | +0.35 |
| VONE Vanguard Russell 1000 | New | 0.29% | +0.29 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.0% | 2.91% | +0.23 |
| UPS United Parcel Service Class B | Add +40.1% | 0.73% | +0.17 |
| IYW iShares Ustechnology ETF | Add +5.1% | 1.62% | +0.15 |
| AVGO Broadcom Inc. | Add +17.3% | 0.30% | +0.11 |
| CRM Salesforce Inc. | Add +2.7% | 0.45% | +0.08 |
| BX Blackstone Inc. | Add +2.9% | 0.53% | +0.06 |
| SRE Sempra | New | 0.06% | +0.06 |
| CACI Caci International Inc. Class A | New | 0.05% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +0.8% | 2.01% | +0.04 |
| CMG Chipotle Mexican Grill Inc. | Add +3.3% | 0.56% | +0.04 |
| JQUA JPMorgan US Quality Factor | New | 0.03% | +0.03 |
| MRSH Marsh & McLennan Cos | New | 0.03% | +0.03 |
| APO Apollo Global Management Inc. | New | 0.03% | +0.03 |
| CEG Constellation Energy | New | 0.03% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| RCL Royal Caribbean Cruises Ltd. | Add +7.8% | 0.09% | +0.03 |
| META Meta Platforms Inc. Class A | Add +4.6% | 0.40% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +1.9% | 0.05% | +0.03 |
| PDCO Patterson Cos Inc. | New | 0.02% | +0.02 |
| BKNG Booking Holdings Inc. | New | 0.02% | +0.02 |
| NOW ServiceNow Inc. | Add +17.0% | 0.07% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +6.9% | 0.14% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.02% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.02% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +5.9% | 0.11% | +0.02 |
| GM General Motors Co. | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | New | 0.02% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.7% | 0.38% | +0.02 |
| C Citigroup Inc. | New | 0.02% | +0.02 |
| CRAI Cra International Inc. | New | 0.02% | +0.02 |
| MO Altria Group Inc. | New | 0.02% | +0.02 |
| PNC PNC Financial Services Group | Add +2.1% | 0.25% | +0.02 |
| EMR Emerson Electric Co. | Add +3.5% | 0.10% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +7.1% | 0.12% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +4.8% | 0.55% | +0.01 |
| ETR Entergy Corp. | Add +2.7% | 0.08% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +14.0% | 0.11% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +3.6% | 0.15% | +0.01 |
| ADP Automatic Data Processing | Add +0.8% | 0.17% | +0.01 |
| KMI Kinder Morgan Inc. | Add +1.0% | 0.05% | +0.01 |
| MS Morgan Stanley | Add +13.3% | 0.04% | +0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +0.3% | 0.26% | +0.01 |
| COP Conocophillips | Add +22.6% | 0.07% | +0.01 |
| PM Philip Morris International | Add +37.6% | 0.03% | +0.01 |
| GILD Gilead Sciences Inc. | Add +6.5% | 0.05% | +0.01 |
| WMB Williams Cos Inc. | Add +0.1% | 0.05% | +0.01 |
| IWV iShares Russell 3000 ETF | Add +24.7% | 0.03% | +0.01 |
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 |