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Triton Wealth Management, PLLC13F | |
Triton Wealth Management, PLLC | |
Last update 2024-10-04 | 87 Stocks (6 new) |
Value $175.00 Mil | Turnover 3 % |
Portfolio Report |
Triton Wealth Management, PLLC... Top Holdings of 2024-09-30
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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
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2024-09-30 | Reduce | -1.38% | 98.91 ($118.12) 134.91 | $139.18 | 17.83% | Reduce -28.11% | 48,815 | -19,089 | |
QQQ | INVESCO QQQ Trust | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +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 Shares | 2024-09-30 | New Buy | +0.55% | 61.27 ($84.74) 112.11 | $90.66 | 6.99% | New holding | 11,841 | 11,841 | |
URTY | ProShares UltraPro Russell2000 3x Shares | 2024-09-30 | Reduce | -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 ETF | 2024-09-30 | Reduce | -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 ETF | 2024-09-30 | New 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 ETF | 2024-09-30 | New Buy | +0.14% | 32.65 ($34.91) 36.69 | $36.45 | 4.41% | New holding | 6,594 | 6,594 | |
MSFT | Microsoft Corp | 2024-09-30 | Add | +0.14% | 395.15 ($427.47) 467.56 | $432.53 | 1.18% | Add 9.04% | 6,765 | 561 | |
IBM | International Business Machines Corp | 2024-09-30 | New 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)
Triton Wealth Management, PLLC's Asset Allocation
Triton Wealth Management, PLLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Triton Wealth Management, PLLC's Hypothetical Growth since 2024-09-30
Triton Wealth Management, PLLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Triton Wealth Management, PLLC's Holdings Heat Map
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Triton Wealth Management, PLLC's Holdings Bubble Chart
Triton Wealth Management, PLLC News
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