TW

Triton Wealth Management, PLLC

13F
Triton Wealth Management, PLLC
Last update 2024-10-04 87 Stocks (6 new)
Value $175.00 Mil Turnover 3 %
Countries:
Top Holdings: KNX(23.55%)SCHG(18.88%)QQQ(9.07%)BUFR(5.19%)AAPL(3.51%)
Portfolio Report
Summary Stock Picks Current Portfolio
Triton Wealth Management, PLLC... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
KNX 		Knight-Swift Transportation Holdings Inc
780,933
41113.390
0%
23.550
0%
0.480
-2.05%
-7.11%
8586.889
Transportation
SCHG 		Schwab U.S. Large-Cap Growth ETF
320,876
32966.780
+3.17%
18.880
+0.58%
0.100
+9.70%
+28.74%
34113.252
 
QQQ 		INVESCO QQQ Trust
32,907
15833.870
+8.96%
9.070
+0.75%
0.010
+8.51%
+21.23%
299442.866
 
BUFR 		FT Vest Laddered Buffer ETF
304,469
9064.040
-0.16%
5.190
-0.01%
0.170
+3.91%
+13.14%
5546.073
 
AAPL 		Apple Inc
27,139
6134.220
+1.96%
3.510
+0.07%
0.000
+5.31%
+20.00%
3499384.173
Hardware
NVDA 		NVIDIA Corp
48,815
5703.080
-28.11%
3.270
-1.38%
0.000
+34.34%
+181.42%
3417887.550
Semiconductors
AMZN 		Amazon.com Inc
30,324
5626.990
-1.02%
3.220
-0.03%
0.000
+6.06%
+26.85%
2022810.608
Retail - Cyclical
FXL 		First Trust Technology AlphaDEX Fund
34,478
4695.000
+2.86%
2.690
+0.07%
0.360
+7.59%
+11.09%
1359.391
 
COST 		Costco Wholesale Corp
3,492
3063.600
+1.28%
1.750
+0.02%
0.000
+8.53%
+33.78%
389501.517
Retail - Defensive
SCHD 		Schwab US Dividend Equity ETF
35,370
2986.650
+0.12%
1.710
0%
0.000
+2.10%
+11.03%
63147.158
 

Triton Wealth Management, PLLC's Historical Top Holdings Breakdowns

Triton Wealth Management, PLLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2024-09-30Reduce
-1.38%
●
98.91 ($118.12) 134.91
$139.18
17.83%
Reduce -28.11%
48,815
-19,089
QQQ 		INVESCO QQQ Trust2024-09-30Add
+0.75%
●
434.77 ($473.23) 502.96
$496.46
4.91%
Add 8.96%
32,907
2,707
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+0.58%
●
92.63 ($100.66) 105.69
$26.70
-73.48%
Add 3.17%
320,876
9,869
TECL 		Direxion Daily Technology Bull 3X Shares2024-09-30New Buy
+0.55%
●
61.27 ($84.74) 112.11
$90.66
6.99%
New holding
11,841
11,841
URTY 		ProShares UltraPro Russell2000 3x Shares2024-09-30Reduce
-0.21%
●
41.13 ($48.86) 57.86
$51.76
5.94%
Reduce -33.78%
12,382
-6,315
SPYG 		SPDR Portfolio S&P 500 Growth ETF2024-09-30Reduce
-0.19%
●
73.38 ($79.93) 84.1
$84.86
6.17%
Reduce -12.99%
26,991
-4,029
SPHD 		Invesco S&P 500 High Dividend Low Volatility ETF2024-09-30New Buy
+0.18%
●
44.07 ($47.88) 50.57
$49.95
4.32%
New holding
6,051
6,051
SDVY 		First Trust SMID Cap Rising Dividend Achievers ETF2024-09-30New Buy
+0.14%
●
32.65 ($34.91) 36.69
$36.45
4.41%
New holding
6,594
6,594
MSFT 		Microsoft Corp2024-09-30Add
+0.14%
●
395.15 ($427.47) 467.56
$432.53
1.18%
Add 9.04%
6,765
561
IBM 		International Business Machines Corp2024-09-30New Buy
+0.13%
●
175.1 ($196.07) 223.43
$204.90
4.50%
New holding
1,036
1,036

Triton Wealth Management, PLLC Total Holding History ($B)

To

Triton Wealth Management, PLLC's Asset Allocation

To

Triton Wealth Management, PLLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Triton Wealth Management, PLLC's Hypothetical Growth since 2024-09-30

Triton Wealth Management, PLLC's Yearly Returns

Year Portfolio % % Excess Gain %

Triton Wealth Management, PLLC's Holdings Heat Map

Size field:

Triton Wealth Management, PLLC's Holdings Bubble Chart

Triton Wealth Management, PLLC News

  • 1

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