TRITONPOINT WEALTH, LLC
CIK 2008171 · Holdings on Dec 31, 2023 · First reported Jan 24, 2024
Top ten holdings
Q4 2023- AAPL8.12%
- VOO3.76%
- MSFT3.04%
- BNL2.89%
- AMZN2.75%
- GOOGL2.23%
- GOOG2.17%
- VUG1.98%
- DHR1.84%
- JPM1.67%
Share classes counted separately30.45%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $83.23M | 8.12% | 432.29K shares | Prior unavailable — | — | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $38.53M | 3.76% | 88.21K shares | Prior unavailable — | — | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $31.12M | 3.04% | 82.74K shares | Prior unavailable — | — | ↗▾ |
| 04 | BNLBROADSTONE NET LEASE INC View history and evidence | $29.58M | 2.89% | 1.69M shares | Prior unavailable — | — | ↗▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $28.17M | 2.75% | 185.41K shares | Prior unavailable — | — | ↗▾ |
| 06 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $22.83M | 2.23% | 163.40K shares | Prior unavailable — | — | ↗▾ |
| 07 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $22.26M | 2.17% | 157.96K shares | Prior unavailable — | — | ↗▾ |
| 08 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $20.28M | 1.98% | 65.24K shares | Prior unavailable — | — | ↗▾ |
| 09 | DHRDANAHER CORP View history and evidence | $18.85M | 1.84% | 81.39K shares | Prior unavailable — | — | ↗▾ |
| 10 | JPMJPMORGAN CHASE & CO View history and evidence | $17.12M | 1.67% | 100.64K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2008171 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 24, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1024861133
}Research all 326 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.