Latest TRITONPOINT WEALTH, LLC Stock Portfolio
TRITONPOINT WEALTH, LLC Performance:
2025 Q3: 6.33%YTD: 7.99%2024: 14.01%
Performance for 2025 Q3 is 6.33%, and YTD is 7.99%, and 2024 is 14.01%.
About TRITONPOINT WEALTH, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, TRITONPOINT WEALTH, LLC reported an equity portfolio of $1.2 Billions as of 30 Sep, 2025.
The top stock holdings of TRITONPOINT WEALTH, LLC are AAPL, VB, MSFT. The fund has invested 8.5% of it's portfolio in APPLE INC and 3.8% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off CACI INTL INC (CACI), SPOTIFY TECHNOLOGY S A and TRANSDIGM GROUP INC (TDG) stocks. They significantly reduced their stock positions in ACCENTURE PLC IRELAND (ACN), APTIV PLC and SEMPRA (SRE). TRITONPOINT WEALTH, LLC opened new stock positions in QXO INC (SSNT), SHELL PLC and APPLOVIN CORP (APP). The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), SNAP ON INC (SNA) and ISHARES TR (IJR).
The top stock holdings of TRITONPOINT WEALTH, LLC are AAPL, VB, MSFT. The fund has invested 8.5% of it's portfolio in APPLE INC and 3.8% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off CACI INTL INC (CACI), SPOTIFY TECHNOLOGY S A and TRANSDIGM GROUP INC (TDG) stocks. They significantly reduced their stock positions in ACCENTURE PLC IRELAND (ACN), APTIV PLC and SEMPRA (SRE). TRITONPOINT WEALTH, LLC opened new stock positions in QXO INC (SSNT), SHELL PLC and APPLOVIN CORP (APP). The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), SNAP ON INC (SNA) and ISHARES TR (IJR).
TRITONPOINT WEALTH, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that TRITONPOINT WEALTH, LLC made a return of 6.33% in the last quarter. In trailing 12 months, it's portfolio return was 9.89%.
New Buys
| Ticker | $ Bought |
|---|---|
| qxo inc | 5,449,100 |
| shell plc | 372,099 |
| applovin corp | 345,977 |
| robinhood mkts inc | 269,966 |
| vanguard admiral fds inc | 261,196 |
| arista networks inc | 251,525 |
| northrop grumman corp | 240,986 |
| c h robinson worldwide inc | 224,283 |
New stocks bought by TRITONPOINT WEALTH, LLC
Additions
| Ticker | % Inc. |
|---|---|
| servicenow inc | 58.8 |
| snap on inc | 50.4 |
| ishares tr | 42.98 |
| phillips 66 | 42.97 |
| energy transfer l p | 41.41 |
| gladstone commercial corp | 41.28 |
| wisdomtree tr | 40.38 |
| analog devices inc | 31.87 |
Additions to existing portfolio by TRITONPOINT WEALTH, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| accenture plc ireland | -50.84 |
| aptiv plc | -46.28 |
| sempra | -39.09 |
| chipotle mexican grill inc | -29.42 |
| oracle corp | -25.49 |
| ishares tr | -24.64 |
| bristol-myers squibb co | -24.57 |
| applied matls inc | -16.35 |
TRITONPOINT WEALTH, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| equillium inc | -4,255 |
| ppg inds inc | -202,136 |
| caci intl inc | -555,356 |
| the cigna group | -210,249 |
| motorsport games inc | -221,766 |
| kinsale cap group inc | -209,045 |
| spotify technology s a | -235,573 |
| transdigm group inc | -228,096 |
TRITONPOINT WEALTH, LLC got rid off the above stocks
Sector Distribution
TRITONPOINT WEALTH, LLC has about 29.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 29.6 |
| Technology | 19.2 |
| Financial Services | 11.1 |
| Consumer Cyclical | 8.1 |
| Healthcare | 7.9 |
| Industrials | 7.1 |
| Communication Services | 7.1 |
| Consumer Defensive | 4.5 |
| Energy | 2.2 |
| Real Estate | 1.5 |
Market Cap. Distribution
TRITONPOINT WEALTH, LLC has about 67.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 40.5 |
| UNALLOCATED | 29.6 |
| LARGE-CAP | 26.8 |
| MID-CAP | 2 |
Stocks belong to which Index?
About 67.3% of the stocks held by TRITONPOINT WEALTH, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 65.2 |
| Others | 32.7 |
| RUSSELL 2000 | 2.1 |
TRITONPOINT WEALTH, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of TRITONPOINT WEALTH, LLC
TRITONPOINT WEALTH, LLC has 349 stocks in it's portfolio. About 33.6% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for TRITONPOINT WEALTH, LLC last quarter.
Last Reported on: 15 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.08 | 7,062 | 908,101 | reduced | -5.13 | ||
| AAPL | apple inc | 8.53 | 390,727 | 99,490,900 | added | 1.96 | ||
| AAXJ | ishares tr | 0.23 | 27,699 | 2,635,540 | reduced | -0.15 | ||
| AAXJ | ishares tr | 0.14 | 31,265 | 1,658,000 | added | 2.62 | ||
| AAXJ | ishares tr | 0.04 | 4,905 | 522,333 | reduced | -0.28 | ||
| AAXJ | ishares tr | 0.04 | 5,965 | 404,606 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.03 | 8,000 | 395,120 | reduced | -0.62 | ||
| AAXJ | ishares tr | 0.03 | 4,020 | 366,704 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.02 | 2,373 | 270,237 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.02 | 2,090 | 263,236 | unchanged | 0.00 | ||
| AB | alliancebernstein hldg l p | 0.07 | 21,466 | 820,431 | added | 22.9 | ||
| ABBV | abbvie inc | 0.25 | 12,636 | 2,925,850 | added | 1.77 | ||
| ABT | abbott labs | 0.64 | 56,039 | 7,505,890 | reduced | -5.19 | ||
| ACN | accenture plc ireland | 0.04 | 2,131 | 525,600 | reduced | -50.84 | ||
| ACWF | ishares tr | 0.39 | 114,820 | 4,548,000 | added | 1.79 | ||
| ADBE | adobe inc | 0.28 | 9,368 | 3,304,740 | reduced | -1.36 | ||
| ADI | analog devices inc | 0.54 | 25,517 | 6,269,440 | added | 31.87 | ||
| ADP | automatic data processing in | 0.16 | 6,483 | 1,912,680 | added | 0.64 | ||
| AEP | american elec pwr co inc | 0.04 | 3,689 | 415,026 | added | 3.86 | ||
| AES | aes corp | 0.36 | 321,080 | 4,225,410 | added | 3.57 | ||