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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 $1,024,861,133
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 432,290 $83,228,879 8.12%
2.
Vanguard Index Fds
 88,213 $38,531,547 3.75%
3.
Microsoft Corp
 MSFT 82,744 $31,115,183 3.03%
4.
Broadstone Net Lease Inc.
 BNL 1,689,411 $29,581,732 2.88%
5.
Amazon Com Inc
 AMZN 185,407 $28,170,816 2.74%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)