Triton Wealth Management, Pllc Portfolio Holdings

Triton Wealth Management, Pllc

  • $166 Million
  • Q2 2024

Triton Wealth Management, Pllc has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $166 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Knight Swift Transportation Holdings Inc. with a value of $39M, Schwab Strategic Tr Us Large C with a value of $31.4M, Invesco Qqq Trust, Series 1 with a value of $14.5M, First Tr Ex Td Viii Ft Cboe Ve with a value of $8.82M, and Nvidia Corp with a value of $8.39M.

Examining the 13F form we can see an increase of $14.6M in the current position value, from $151M to 166M.

Below you can find more details about Triton Wealth Management, Pllc portfolio as well as his latest detailed transactions.

Portfolio value $166 Million
ETFs: $77.8 Million
Industrials: $41.8 Million
Technology: $17.5 Million
Consumer Cyclical: $10.7 Million
Consumer Defensive: $5.37 Million
Communication Services: $3.75 Million
Energy: $3.17 Million
Financial Services: $2.22 Million
Other: $3.27 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$292B
$8.39 Million 5.07% of portfolio
67,904
Q2 2024 Added 1,088.59%
$1.9T
$5.92 Million 3.58% of portfolio
30,637
Q2 2024 Reduced 1.2%
$3.64T
$5.61 Million 3.38% of portfolio
26,616
Q2 2024 Added 1.48%
$388B
$2.93 Million 1.77% of portfolio
3,448
Q2 2024 Reduced 1.15%
$3.14T
$2.77 Million 1.67% of portfolio
6,204
Q2 2024 Added 0.15%
$815B
$1.73 Million 1.04% of portfolio
8,746
Q2 2024 Added 14.49%
$221B
$1.64 Million 0.99% of portfolio
24,203
Q2 2024 Added 17.06%
$1.3T
$1.34 Million 0.81% of portfolio
2,659
Q2 2024 Added 9.2%
$1.03T
$1.19 Million 0.72% of portfolio
6,487
Q2 2024 Added 16.55%
$500B
$1.03 Million 0.62% of portfolio
8,913
Q2 2024 Added 3.38%
$595B
$892,000 0.54% of portfolio
2,193
Q4 2022 Reduced 5.96%
$236B
$804,000 0.49% of portfolio
4,879
Q4 2023 Added 2.09%
$451B
$711,000 0.43% of portfolio
5,040
Q3 2023 Reduced 2.06%
$424B
$640,000 0.39% of portfolio
4,379
Q2 2024 Added 84.07%
$1T
$652,000 0.39% of portfolio
3,584
Q2 2024 New
$419B
$516,000 0.31% of portfolio
1,499
Q2 2024 Added 0.13%
$315B
$366,000 0.22% of portfolio
9,218
Q2 2024 Reduced 5.15%
$293B
$365,000 0.22% of portfolio
2,334
Q2 2024 Added 0.04%
$291B
$322,000 0.19% of portfolio
2,601
Q1 2024 Added 13.04%
$454B
$284,000 0.17% of portfolio
1,085
Q2 2024 Reduced 0.37%
$348B
$246,000 0.15% of portfolio
1,435
Q2 2024 Reduced 0.42%
$546B
$230,000 0.14% of portfolio
452
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $166 Million
  • Prior Value $151 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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