Triton Wealth Management, Pllc Portfolio Holdings

Triton Wealth Management, Pllc

  • $186 Million
  • Q4 2024

Triton Wealth Management, Pllc has filed its 13F form on March 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $186 Million distributed in 94 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 $41.4M, Schwab Strategic Tr Us Large C with a value of $35.8M, Invesco Qqq Trust, Series 1 with a value of $16.9M, Apple Inc. with a value of $9.53M, and First Tr Ex Td Viii Ft Cboe Ve with a value of $9.35M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $175M to 186M.

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

Portfolio value $186 Million
ETFs: $88.7 Million
Industrials: $44.3 Million
Technology: $20.6 Million
Consumer Cyclical: $14 Million
Consumer Defensive: $6.5 Million
Communication Services: $3.61 Million
Financial Services: $2.79 Million
Energy: $2.78 Million
Other: $3.09 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $186 Million
  • Prior Value $175 Million
  • Filing
  • Period Q4 2024
  • Filing Date March 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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