test

Andrew Schiff

@Tritonpoint Wealth, Llc

Latest period2024 - Q3ReportedManaged Assets$1.094BTotal holdings330
Assets growth rate5.35%Assets growth rate (2-Q avg)6.97%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Tritonpoint Wealth, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 330 positions.

Assets under management

The assets under management (AUM) of Tritonpoint Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.094B in assets, with a quarterly growth rate of 5.35% and a 2-quarter average growth rate of 6.97%. The portfolio is managed by Andrew Schiff, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.65%
8.36%
$91.395M
401,225 shares@ $227.8 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.68%
3.3%
$36.015M
84,143 shares@ $428.03 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.11%
3.09%
$33.751M
179,556 shares@ $187.97 avg price
VUGVanguard Index Fds
Recent Activity
Increased 14.76%
2.69%
$29.35M
76,768 shares@ $382.32 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.82%
2.41%
$26.282M
160,307 shares@ $163.95 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -2.91%
2.17%
$23.646M
143,055 shares@ $165.29 avg price
DHRDanaher Corporation
Recent Activity
Increased 2.38%
2.04%
$22.294M
80,861 shares@ $275.72 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -7.13%
1.97%
$21.538M
40,868 shares@ $527.03 avg price
JPMJpmorgan Chase & Co
Recent Activity
Increased 4.12%
1.94%
$21.177M
100,603 shares@ $210.5 avg price
BNLBroadstone Net Lease Inc
Recent Activity
Decreased -15.68%
1.81%
$19.712M
1.046M shares@ $18.85 avg price