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  Name: TRITONPOINT WEALTH LLC
  City: CHEVY CHASE
  State: MD
  Zip: 20815
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $956,720,000
  Total Value Change : $-68,151,000
  Securities Held Change : -22
   
All Securities Held : 304
  New Positions : 1
  Closed Positions : 23
  Increased Positions : 101
  Unchanged Positions : 18
  Decreased Positions : 184

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Holdings Found : 18     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (TWI)1 Year Chart         TWI Titan International Inc 89 - $9.39 $2,568,000 172,571 0.27% 0 0 0.283    Steel & Iron
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 103 - $442.06 $2,055,000 5,015 0.21% 0 0 0.001    Closed - End Fund - Debt
   (VIGI)1 Year Chart         VIGI Vanguard International Divi... 128 - $80.57 $1,380,000 17,388 0.14% 0 0 0.038    N/A
   (ARCT)1 Year Chart         ARCT Arcturus Therapeutics Ltd 153 - $6.94 $885,000 28,072 0.09% 0 0 0.105    N/A
   (SAP)1 Year Chart         SAP SAP AG (ADR) 195 - $190.05 $544,000 3,521 0.06% 0 0 0.005    Application Software
   (LDOS)1 Year Chart         LDOS Leidos Holdings, Inc. 230 - $147.48 $390,000 3,605 0.04% 0 0 0    Technical Services
   (YUMC)1 Year Chart         YUMC Yum China Holdings, Inc. 233 - $37.84 $375,000 8,828 0.04% 0 0 0.002    N/A
   (TD)1 Year Chart         TD Toronto-Dominion Bank (USA) 234 - $56.62 $375,000 5,800 0.04% 0 0 0    Domestic Money Center...
   (PXD)1 Year Chart         PXD Pioneer Natural Resources Co 238 - $275.32 $365,000 1,636 0.04% -3,000 0 0.001    Independent Oil & Gas
   (WPC)1 Year Chart         WPC WP Carey & Co 242 - $58.39 $352,000 5,358 0.04% 0 0 0.003    Property Management
   (PHO)1 Year Chart         PHO Invesco Water Resource Port 263 - $68.19 $287,000 4,708 0.03% 0 0 0.023    Closed - End Fund - Debt
   (TMP)1 Year Chart         TMP Tompkins Financial Corp 266 - $46.94 $285,000 4,737 0.03% 0 0 0.032    Domestic Regional Banks
   (AAXJ)1 Year Chart         AAXJ Ishares Msci All Country As... 276 - $70.99 $268,000 4,020 0.03% 0 0 0.002    Closed - End Fund - Debt
   (RELX)1 Year Chart         RELX RELX Plc (ADR) 284 - $43.46 $255,000 6,431 0.03% 0 0 0    Publishing
   (MC)1 Year Chart         MC Moelis & Co 288 - $54.43 $252,000 4,492 0.03% 0 0 0.006    N/A
   (PDCO)1 Year Chart         PDCO Patterson Companies Inc 290 - $25.30 $249,000 8,751 0.03% 0 0 0.009    Medical Equipment Who...
   (BXSL)1 Year Chart         BXSL Blackstone Secured Lending Cef 297 - $0.00 $227,000 8,000 0.02% 0 0 0.009    N/A
   (MGV)1 Year Chart         MGV Vanguard Mega Cap 300 Value... 299 - $116.05 $223,000 2,035 0.02% 0 0 0.002    Closed - End Fund - E...
      18 Records Found
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