• 13F History

TRITONPOINT WEALTH, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$1.05B
Signature - Title
Andrew Schiff - Chief Executive Officer
Location
Chevy Chase, MD
Summary
This page shows a list of all the recent 13F filings made by TRITONPOINT WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TRITONPOINT WEALTH, LLC reported 338 stock holdings with total value $1.05B as of Q1 2025. Top holdings included AAPL, AMZN, VUG, MSFT, and JPM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 338 $1.05B +$34.3M -$39.5M -$5.25M AAPL, AMZN, VUG, MSFT, JPM 13F-HR 4/16/2025, 03:52 PM
Q4 2024 332 $1.1B +$37.4M -$45M -$7.55M AAPL, AMZN, MSFT, VUG, GOOGL 13F-HR 1/24/2025, 09:49 AM
Q3 2024 330 $1.09B +$49.3M -$44.5M +$4.75M AAPL, MSFT, AMZN, VUG, GOOGL 13F-HR 10/28/2024, 11:03 AM
Q2 2024 318 $1.04B +$49.6M -$39.7M +$9.82M AAPL, MSFT, AMZN, GOOGL, GOOG 13F-HR 8/12/2024, 04:12 PM
Q1 2024 219 $749M +$14.5M -$44.5M -$29.9M AAPL, BNL, MSFT, AMZN, GOOGL 13F-HR 4/25/2024, 12:59 PM
Q4 2023 326 $1.02B AAPL, VOO, MSFT, BNL, AMZN 13F-HR 1/24/2024, 11:25 AM