TRITONPOINT WEALTH, LLC
CIK 2008171 · Holdings on Dec 31, 2024 · First reported Jan 24, 2025
Top ten holdings
Q4 2024- AAPL9.01%
- AMZN3.50%
- MSFT3.19%
- VUG2.91%
- GOOGL2.69%
- GOOG2.51%
- JPM2.13%
- VOO2.01%
- V1.85%
- DHR1.67%
Share classes counted separately31.47%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight increased · +0.66 pp8.35% → 9.01%Shares -3.77K (-0.94%)
- AMZNWeight increased · +0.42 pp3.08% → 3.50%Shares -3.14K (-1.75%)
- DHRWeight decreased · -0.37 pp2.04% → 1.67%Shares -466 (-0.58%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $99.53M | 9.01% | 397.45K shares | 8.35% → 9.01%+0.66 pp -3.77K (-0.94%) | Reduced | ↗▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $38.70M | 3.50% | 176.42K shares | 3.08% → 3.50%+0.42 pp -3.14K (-1.75%) | Reduced | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $35.29M | 3.19% | 83.72K shares | 3.29% → 3.19%-0.10 pp -422 (-0.50%) | Reduced | ↗▾ |
| 04 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $32.16M | 2.91% | 78.34K shares | 2.68% → 2.91%+0.23 pp +1.58K (+2.05%) | Added | ↗▾ |
| 05 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $29.68M | 2.69% | 156.77K shares | 2.40% → 2.69%+0.29 pp -3.53K (-2.20%) | Reduced | ↗▾ |
| 06 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $27.76M | 2.51% | 145.78K shares | 2.16% → 2.51%+0.35 pp +2.73K (+1.91%) | Added | ↗▾ |
| 07 | JPMJPMORGAN CHASE & CO View history and evidence | $23.49M | 2.13% | 97.97K shares | 1.94% → 2.13%+0.19 pp -2.63K (-2.61%) | Reduced | ↗▾ |
| 08 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $22.20M | 2.01% | 41.20K shares | 1.97% → 2.01%+0.04 pp +336 (+0.82%) | Added | ↗▾ |
| 09 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $20.41M | 1.85% | 64.58K shares | 1.66% → 1.85%+0.19 pp -1.31K (-1.98%) | Reduced | ↗▾ |
| 10 | DHRDANAHER CORP View history and evidence | $18.48M | 1.67% | 80.39K shares | 2.04% → 1.67%-0.37 pp -466 (-0.58%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 17
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ABY ATLANTICA SUSTAINABLE INFRAS | Non-derivative | -170,803 | -$3.76M | SEC filing ↗ | SEC filing ↗ |
| G6095L109 APTIV PLC | Non-derivative | -16,292 | -$1.21M | SEC filing ↗ | SEC filing ↗ |
| IUSB ISHR CR UNVRSE USD BD ETF-UI | Non-derivative | -12,458 | -$588.52K | SEC filing ↗ | SEC filing ↗ |
3 / 17 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2008171 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Jan 24, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1104914415
}Research all 332 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.