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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.27B
$322,000 0.17% 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 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
Track This Portfolio

Track Triton Wealth Management, Pllc Portfolio

Follow Triton Wealth Management, Pllc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triton Wealth Management, Pllc, based on Form 13F filings with the SEC.

News

Stay updated on Triton Wealth Management, Pllc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email