TRITONPOINT WEALTH, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Chevy Chase, MD
CIK
0002008171
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 330 1,094,321 AAPL, MSFT, AMZN, VUG 13F-HR 10/28/2024 000200817124000005
Q2 2024 318 1,038,831 AAPL, MSFT, AMZN, GOOGL 13F-HR 8/12/2024 000200817124000003
Q1 2024 304 956,716 AAPL, VOO, BNL, MSFT 13F-HR 4/25/2024 000200817124000002
Q4 2023 326 1,024,861 AAPL, VOO, MSFT, BNL 13F-HR 1/24/2024 000200817124000001