Triton Wealth Management, Pllc Portfolio Holdings

Triton Wealth Management, Pllc

  • $175 Million
  • Q3 2024

Triton Wealth Management, Pllc has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $175 Million distributed in 89 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 $42.1M, Schwab Strategic Tr Us Large C with a value of $33.4M, Invesco Qqq Trust, Series 1 with a value of $16.1M, First Tr Ex Td Viii Ft Cboe Ve with a value of $9.1M, and Apple Inc. with a value of $6.32M.

Examining the 13F form we can see an increase of $9.35M in the current position value, from $166M to 175M.

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

Portfolio value $175 Million
ETFs: $83.8 Million
Industrials: $45.1 Million
Technology: $16.3 Million
Consumer Cyclical: $11.3 Million
Consumer Defensive: $5.99 Million
Communication Services: $3.78 Million
Energy: $2.75 Million
Financial Services: $2.41 Million
Other: $3.45 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.24B
$395,000 0.23% of portfolio
25,129
Q3 2024 Added 0.4%
$1.19B
$18,000 0.01% of portfolio
10,000
Q4 2021 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $175 Million
  • Prior Value $166 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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