Triumph Capital Management Purchases in Q4 2024

Triumph Capital Management

  • $270 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
65K
+ 156.59%
$48.48 - $49.47 $3.15M - $3.22M
107K $5.19M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
28.9K
+ 12.03%
$59.74 - $60.03 $1.72M - $1.73M
269K $16.1M
FDL
First Tr Morningstar Dividend

ETFs
25K
New
$39.59 - $43.95 $990K - $1.1M
25K $1.01M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
19.3K
New
$50.0 - $50.27 $967K - $973K
19.3K $969K
BALT
Innovator Etfs Tr
28.7K
+ 104.39%
$30.76 - $31.55 $882K - $905K
56.2K $1.76M
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.3K
New
$87.1 - $98.49 $898K - $1.02M
10.3K $900K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
26.1K
+ 13.95%
$35.45 - $40.33 $926K - $1.05M
213K $7.65M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
10.2K
New
$81.34 - $96.75 $832K - $989K
10.2K $831K
PG
Procter & Gamble CO

Consumer Defensive
4.76K
+ 102.72%
$161.05 - $179.7 $767K - $856K
9.4K $1.58M
FDX
Fedex Corp

Industrials
2.61K
New
$260.5 - $305.15 $680K - $797K
2.61K $734K
AMZN
Amazon Com Inc

Consumer Cyclical
1.34K
+ 12.01%
$180.88 - $232.93 $243K - $313K
12.5K $2.75M
CRM
Salesforce, Inc.

Technology
1.96K
New
$270.87 - $367.87 $532K - $722K
1.96K $656K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
23.7K
New
$23.17 - $26.26 $548K - $621K
23.7K $568K
XLP
Consumer Staples Sector Spdr

ETFs
7.46K
New
N/A
7.46K $567K
TTD
Trade Desk, Inc.

Technology
4.81K
New
$108.7 - $139.51 $523K - $671K
4.81K $565K
MBLY
Mobileye Global Inc.
9.53K
+ 16.82%
$12.07 - $20.07 $115K - $191K
66.2K $1.32M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.3K
+ 63.61%
$50.62 - $50.97 $522K - $525K
26.5K $1.34M
CAG
Conagra Brands Inc.

Consumer Defensive
20.7K
+ 169.77%
$26.48 - $32.72 $548K - $677K
32.9K $912K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
34.9K
New
$14.52 - $15.51 $507K - $542K
34.9K $512K
SNOW
Snowflake Inc.

Technology
1.79K
+ 30.28%
$109.65 - $186.51 $196K - $334K
7.71K $1.19M
UBER
Uber Technologies, Inc

Technology
8.12K
New
$59.93 - $86.34 $486K - $701K
8.12K $489K
RDVY
First Trust Rising Dividend Ac

ETFs
8.26K
+ 7.61%
$58.65 - $64.37 $485K - $532K
117K $6.91M
OWL
Blue Owl Capital Inc.

Financial Services
20K
New
$19.51 - $24.81 $390K - $496K
20K $465K
GE
General Electric CO

Industrials
2.65K
New
$159.95 - $194.23 $424K - $515K
2.65K $442K
BA
Boeing CO

Industrials
1.08K
+ 12.79%
$138.14 - $180.72 $150K - $196K
9.56K $1.69M
CCL
Carnival Corp

Consumer Cyclical
16K
New
$17.34 - $26.8 $277K - $428K
16K $398K
PPC
Pilgrims Pride Corp

Consumer Defensive
8.1K
New
$43.57 - $53.82 $353K - $436K
8.1K $367K
MU
Micron Technology Inc

Technology
4.78K
+ 214.75%
$84.16 - $113.41 $402K - $542K
7K $589K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
20.7K
+ 55.76%
$9.71 - $15.34 $201K - $317K
57.7K $767K
EAT
Brinker International, Inc

Consumer Cyclical
2.65K
New
$78.76 - $137.19 $209K - $363K
2.65K $350K
MRK
Merck & Co., Inc.

Healthcare
3.52K
New
$96.31 - $114.76 $339K - $404K
3.52K $350K
STRL
Sterling Construction CO Inc

Industrials
2.07K
New
$142.94 - $199.03 $295K - $411K
2.07K $348K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.25K
New
$80.13 - $83.77 $341K - $356K
4.25K $341K
PDI
Pimco Dynamic Income Fund

Financial Services
20.9K
+ 89.52%
$18.33 - $20.85 $384K - $437K
44.4K $813K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
3.66K
New
$71.77 - $92.11 $263K - $337K
3.66K $332K
MCD
Mcdonalds Corp

Consumer Cyclical
1.14K
New
$288.47 - $316.54 $329K - $361K
1.14K $330K
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.98K
+ 17.34%
$57.53 - $60.83 $402K - $425K
47.2K $2.72M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.94K
New
$106.56 - $113.11 $313K - $332K
2.94K $313K
FVD
First Tr Value Line Divid Inde

ETFs
8.4K
+ 22.29%
$43.4 - $46.7 $365K - $392K
46.1K $2.01M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1K
+ 25.71%
$172.07 - $207.36 $172K - $207K
4.89K $965K
QQQ
Invesco Qqq Trust, Series 1

ETFs
154
+ 1.79%
$481.22 - $538.17 $74.1K - $82.9K
8.75K $4.47M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
5.87K
+ 74.81%
$50.14 - $52.56 $295K - $309K
13.7K $690K
IWY
Ishares Tr Russell 200 Growth

ETFs
992
+ 38.69%
$216.72 - $244.71 $215K - $243K
3.56K $836K
IYK
Ishares U.S. Consumer Staples

ETFs
4.08K
New
$65.32 - $70.92 $267K - $289K
4.08K $267K
THW
Tekla World Healthcare Fund

Financial Services
24.3K
New
$10.96 - $13.33 $266K - $323K
24.3K $267K
GME
Game Stop Corp.

Consumer Cyclical
8.07K
New
$20.5 - $32.99 $165K - $266K
8.07K $252K
DE
Deere & CO

Industrials
584
New
$389.45 - $466.0 $227K - $272K
584 $247K
KB
Kb Financial Group Inc.

Financial Services
4.01K
New
$56.9 - $72.19 $228K - $290K
4.01K $228K
NKE
Nike, Inc.

Consumer Cyclical
2.84K
New
$73.36 - $89.13 $208K - $253K
2.84K $214K
Activity Summary
Buys All Purchases 155 New Holdings 39 Increased Positions 116 Sells All Sells 140 Reductions 107 Sold out 33 Options Calls 0 Puts 0
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