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Home > Institutional Investor > Tritonpoint Wealth, Llc > Profile

Instuitional Investor - Tritonpoint Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Tritonpoint Wealth, Llc
Portfolio Value $1,104,914,415
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 397,450 $99,529,512 9%
2.
Amazon Com Inc
 AMZN 176,420 $38,704,751 3.5%
3.
Microsoft Corp
 MSFT 83,721 $35,288,415 3.19%
4.
Vanguard Index Fds - GROWTH ETF
 78,344 $32,155,479 2.91%
5.
Alphabet Inc.
 GOOGL 156,773 $29,677,045 2.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)