Partner, Chief Compliance Officer

0002008171-24-000001.txt : 20240124 0002008171-24-000001.hdr.sgml : 20240124 20240124112515 ACCESSION NUMBER: 0002008171-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240124 DATE AS OF CHANGE: 20240124 EFFECTIVENESS DATE: 20240124 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TRITONPOINT WEALTH, LLC CENTRAL INDEX KEY: 0002008171 ORGANIZATION NAME: IRS NUMBER: 933798604 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23527 FILM NUMBER: 24555122 BUSINESS ADDRESS: STREET 1: 4445 WILLARD AVE STREET 2: STE. 600 CITY: CHEVY CHASE STATE: MD ZIP: 20815 BUSINESS PHONE: (301) 799-9001 MAIL ADDRESS: STREET 1: 4445 WILLARD AVE STREET 2: STE. 600 CITY: CHEVY CHASE STATE: MD ZIP: 20815 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002008171 XXXXXXXX 12-31-2023 12-31-2023 TRITONPOINT WEALTH, LLC

4445 WILLARD AVE STE. 600 CHEVY CHASE MD 20815

13F HOLDINGS REPORT 028-23527 N Andrew Schiff Partner, Chief Compliance Officer 301-799-9001 Andrew Schiff Chevy Chase MD 01-24-2024 0 326 1024861133 false INFORMATION TABLE 2 tpw-13F2023q4.xml 3M CO COM 88579Y101 1167319 10678 SH SOLE 0 0 10678 ABBOTT LABS COM 002824100 7154428 64999 SH SOLE 0 0 64999 ABBVIE INC COM 00287Y109 2009031 12964 SH SOLE 0 0 12964 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 15229667 43400 SH SOLE 0 0 43400 ADOBE INC COM 00724F101 1727754 2896 SH SOLE 0 0 2896 ADVANCED MICRO DEVICES INC COM 007903107 328135 2226 SH SOLE 0 0 2226 AES CORP COM 00130H105 3499708 181803 SH SOLE 0 0 181803 AGILENT TECHNOLOGIES INC COM 00846U101 1130073 8115 SH SOLE 0 0 8115 AKAMAI TECHNOLOGIES INC COM 00971T101 2477066 20930 SH SOLE 0 0 20930 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 909179 29300 SH SOLE 0 0 29300 ALLSTATE CORP COM 020002101 289158 2052 SH SOLE 0 0 2052 ALPHABET INC CAP STK CL A 02079K305 22825113 163398 SH SOLE 0 0 163398 ALPHABET INC CAP STK CL C 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12000 ISHARES TR MSCI USA QLT FCT 46432F339 755556 5132 SH SOLE 0 0 5132 ISHARES TR NATIONAL MUN ETF 464288414 710844 6557 SH SOLE 0 0 6557 ISHARES TR RUS 1000 ETF 464287622 402043 1533 SH SOLE 0 0 1533 ISHARES TR RUS 1000 GRW WTF 464287614 1052587 3472 SH SOLE 0 0 3472 ISHARES TR RUS 1000 VAL ETF 464287598 614638 3719 SH SOLE 0 0 3719 ISHARES TR RUS 2000 GRW ETF 464287648 5955671 23613 SH SOLE 0 0 23613 ISHARES TR RUS MD CP GR ETF 464287481 296875 2842 SH SOLE 0 0 2842 ISHARES TR RUSSELL 2000 ETF 464287655 590177 2940 SH SOLE 0 0 2940 ISHARES TR RUSSELL 3000 ETF 464287689 552667 2019 SH SOLE 0 0 2019 ISHARES TR S&P 100 ETF 464287101 300252 1344 SH SOLE 0 0 1344 ISHARES TR S&P 500 GRWT ETF 464287309 904351 12042 SH SOLE 0 0 12042 ISHARES TR S&P MC 400GR ETF 464287606 3860153 48727 SH SOLE 0 0 48727 ISHARES TR S&P SML 600 GWT 464287887 732319 5852 SH SOLE 0 0 5852 ISHARES TR TRS FLT RT BD 46434V860 437940 8677 SH SOLE 0 0 8677 ISHARES TR U.S. FIN SVC ETF 464287770 476340 2658 SH SOLE 0 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337036 2116 SH SOLE 0 0 2116 PROLOGIC INC. COM 74340W103 210614 1580 SH SOLE 0 0 1580 QUALCOMM INC COM 747525103 1464033 10123 SH SOLE 0 0 10123 QUANTA SVCS INC COM 74762E102 643028 2979 SH SOLE 0 0 2979 RAYTHEON TECHNOLOGIES CORP COM 75513E101 3604296 42837 SH SOLE 0 0 42837 REGENERON PHARMACEUTICALS COM 75886F107 1983472 2258 SH SOLE 0 0 2258 RELX PLC SPONSORED ADR 759530108 255053 6431 SH SOLE 0 0 6431 REPUBLIC SVCS INC COM 760759100 714558 4319 SH SOLE 0 0 4319 ROPER TECHNOLOGIES INC COM 776696106 701634 1287 SH SOLE 0 0 1287 ROSS STORES INC COM 778296103 304985 2204 SH SOLE 0 0 2204 ROYAL CARIBBEAN GROUP COM V7780T103 515823 3984 SH SOLE 0 0 3984 S&P GLOBAL INC COM 78409V104 968703 2199 SH SOLE 0 0 2199 SALESFORCE INC COM 79466L302 3586203 13629 SH SOLE 0 0 13629 SANDY SPRING BANCORP INC COM 800363103 545718 20034 SH SOLE 0 0 20034 SAP SE SPON ADR 803054204 544311 3521 SH SOLE 0 0 3521 SCHLUMBERGER LTD COM STK 806857108 2745082 52492 SH SOLE 0 0 52492 SCHWAB CHARLES CORP COM 808513105 248162 3607 SH SOLE 0 0 3607 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 453440 8145 SH SOLE 0 0 8145 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1749359 31017 SH SOLE 0 0 31017 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 389636 8248 SH SOLE 0 0 8248 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 3064435 42175 SH SOLE 0 0 42175 SELECT SECTOR SPDR TR ENERGY 81369Y506 2792291 33305 SH SOLE 0 0 33305 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 10459803 278186 SH SOLE 0 0 278186 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 3207494 17938 SH SOLE 0 0 17938 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2297685 31899 SH SOLE 0 0 31899 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3692216 27073 SH SOLE 0 0 27073 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 6936823 60855 SH SOLE 0 0 60855 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 6651146 34555 SH SOLE 0 0 34555 SERVICENOW INC COM 81762P102 735456 1041 SH SOLE 0 0 1041 SHELL PLC SPON ADS 780259305 273531 4157 SH SOLE 0 0 4157 SIMON PPTY GROUP INC NEW COM 828806109 542603 3804 SH SOLE 0 0 3804 SNAP ON INC COM 833034101 268332 929 SH SOLE 0 0 929 SOUTHERN CO COM 842587107 453957 6474 SH SOLE 0 0 6474 SPDR GOLD TR GOLD SHS 78463V107 395722 2070 SH SOLE 0 0 2070 SPDR S&P 500 ETF TR TR UNIT 78462F103 4296854 9004 SH SOLE 0 0 9004 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 790400 1552 SH SOLE 0 0 1552 SPDR SER TR BLOOMBERG HIGH Y 78468R622 2893460 30544 SH SOLE 0 0 30544 SPDR SER TR BLOOMBERG INVT 78468R200 655697 21435 SH SOLE 0 0 21435 SPDR SER TR NUVEEN BLMBRG MU 78468R721 275514 5862 SH SOLE 0 0 5862 SPDR SER TR NUVEEN BLMBRG SH 78468R739 2026774 42410 SH SOLE 0 0 42410 SPDR SER TR NUVEEN BLOOMBERG 78464A284 289786 11454 SH SOLE 0 0 11454 SPDR SER TR PORTOLIO SHORT 78464A474 1137656 38202 SH SOLE 0 0 38202 SPDR SER TR S&P 400 MDCP GRW 78464A821 206276 2726 SH SOLE 0 0 2726 SPDR SER TR S&P 600 SMCP GRW 78464A201 1237724 14800 SH SOLE 0 0 14800 SPDR SER TR S&P DIVID ETF 78464A763 217607 1741 SH SOLE 0 0 1741 STARBUCKS CORP COM 855244109 9038948 94146 SH SOLE 0 0 94146 STERIS PLC SHS USD G8473T100 650536 2959 SH SOLE 0 0 2959 STRYKER CORPORATION COM 863667101 1406277 4684 SH SOLE 0 0 4684 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 308036 2948 SH SOLE 0 0 2948 TARGET CORP COM 87612E106 558700 3923 SH SOLE 0 0 3923 TESLA INC COM 88160R101 1897393 7636 SH SOLE 0 0 7636 TEXAS INSTRS INC COM 882508104 263331 1545 SH SOLE 0 0 1545 THERMO FISHER SCIENTIFIC INC COM 883556102 12119052 22817 SH SOLE 0 0 22817 THOMSON REUTERS CORP. COM 884903808 673343 4605 SH SOLE 0 0 4605 TITAN INTL INC ILL COM 88830M102 2567856 172571 SH SOLE 0 0 172571 TJX COS INC NEW COM 872540109 8140253 86774 SH SOLE 0 0 86774 T-MOBILE US INC COM 872590104 271759 1695 SH SOLE 0 0 1695 TOMPKINS FINL CORP COM 890110109 285310 4737 SH SOLE 0 0 4737 TORONTO DOMINION BK ONT COM NEW 891160509 374796 5800 SH SOLE 0 0 5800 TRACTOR SUPPLY CO COM 892356106 681215 3168 SH SOLE 0 0 3168 TRUIST FINL CORP COM 89832Q109 349503 9467 SH SOLE 0 0 9467 TYLER TECHNOLOGIES INC COM 902252105 648504 1551 SH SOLE 0 0 1551 UNILEVER PLC SPON ADR NEW 904767704 702642 14493 SH SOLE 0 0 14493 UNION PAC CORP COM 907818108 2712504 11043 SH SOLE 0 0 11043 UNITED PARCEL SERVICE INC CL B 911312106 14536385 92453 SH SOLE 0 0 92453 UNITEDHEALTH GROUP INC COM 91324P102 7046446 13384 SH SOLE 0 0 13384 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 286691 3378 SH SOLE 0 0 3378 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 273920 3142 SH SOLE 0 0 3142 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 238872 2220 SH SOLE 0 0 2220 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 251340 2840 SH SOLE 0 0 2840 VANGUARD BD INDEX FDS INTERMED TERM 921937819 8159378 106826 SH SOLE 0 0 106826 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11276711 146413 SH SOLE 0 0 146413 VANGUARD INDEX FDS GROWTH ETF 922908736 20282244 65241 SH SOLE 0 0 65241 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2092824 9531 SH SOLE 0 0 9531 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2799817 19308 SH SOLE 0 0 19308 VANGUARD INDEX FDS MID CAP ETF 922908629 709785 3051 SH SOLE 0 0 3051 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 992519 11233 SH SOLE 0 0 11233 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 38531547 88213 SH SOLE 0 0 88213 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3463189 19243 SH SOLE 0 0 19243 VANGUARD INDEX FDS SMALL CP ETF 922908751 1526803 7157 SH SOLE 0 0 7157 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2086176 8629 SH SOLE 0 0 8629 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4357257 18368 SH SOLE 0 0 18368 VANGUARD INDEX FDS VALUE ETF 922908744 3499172 23406 SH SOLE 0 0 23406 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 854481 20063 SH SOLE 0 0 20063 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 268761 3705 SH SOLE 0 0 3705 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 322056 1890 SH SOLE 0 0 1890 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5134422 45995 SH SOLE 0 0 45995 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 1379564 17388 SH SOLE 0 0 17388 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 222568 2035 SH SOLE 0 0 2035 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 342314 1124 SH SOLE 0 0 1124 VANGUARD WORLD FDS ENERGY ETF 92204A306 440504 3756 SH SOLE 0 0 3756 VANGUARD WORLD FDS INF TECH ETF 92204A702 1054161 2178 SH SOLE 0 0 2178 VANGUARD WORLD FDS MATERIALS ETF 92204A801 269715 1420 SH SOLE 0 0 1420 VERALTO CORP COM SHS 92338C103 1031031 12520 SH SOLE 0 0 12520 VERIZON COMMUNICATIONS INC COM 92343V104 415624 11025 SH SOLE 0 0 11025 VISA INC COM CL A 92826C839 16277845 62523 SH SOLE 0 0 62523 WALMART INC COM 931142103 7386082 46680 SH SOLE 0 0 46680 WELLS FARGO CO NEW COM 949746101 6757611 137294 SH SOLE 0 0 137294 WILLIAMS COS INC COM 969457100 325382 9342 SH SOLE 0 0 9342 WISDOMTREE TR US QTLY DIV GRT 97717X669 357655 5089 SH SOLE 0 0 5089 WP CAREY INC COM 92936U109 351860 5358 SH SOLE 0 0 5358 XPO INC COM 983793100 12784082 145954 SH SOLE 0 0 145954 YUM BRANDS INC COM 988498101 6251950 47849 SH SOLE 0 0 47849 YUM CHINA HLDGS INC COM 98850P109 374572 8828 SH SOLE 0 0 8828 ZOETIS INC CL A 98978V103 6929772 35111 SH SOLE 0 0 35111