Triumph Capital Management Purchases in Q1 2024

Triumph Capital Management

  • $234 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.42K
+ 12.4%
$82.58 - $89.9 $200K - $218K
21.9K $1.97M
XLP
Consumer Staples Sector Spdr

ETFs
3.77K
New
$71.59 - $76.36 $270K - $288K
3.77K $287K
IOT
Samsara Inc.

Technology
5K
+ 25.0%
$30.17 - $39.4 $151K - $197K
25K $944K
CRWD
Crowd Strike Holdings, Inc.

Technology
188
+ 5.7%
$244.36 - $334.55 $45.9K - $62.9K
3.49K $1.12M
MELI
Mercadolibre Inc

Consumer Cyclical
180
New
$1499.51 - $1817.98 $270K - $327K
180 $272K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
564
New
$429.43 - $481.35 $242K - $271K
564 $271K
COIN
Coinbase Global, Inc.

Technology
1.02K
New
$117.3 - $279.71 $120K - $286K
1.02K $270K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
11.3K
New
$21.23 - $23.8 $240K - $269K
11.3K $262K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
12.6K
+ 8.39%
$21.01 - $21.23 $264K - $267K
162K $3.44M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
6.78K
New
$34.84 - $39.45 $236K - $268K
6.78K $259K
VEEV
Veeva Systems Inc

Healthcare
1.08K
New
$185.19 - $234.79 $200K - $253K
1.08K $249K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.37K
New
$51.38 - $59.17 $225K - $259K
4.37K $246K
VIG
Vanguard Dividend Appreciation

ETFs
1.35K
New
$168.47 - $182.98 $228K - $247K
1.35K $246K
GIS
General Mills Inc

Consumer Defensive
3.43K
New
$62.34 - $69.97 $214K - $240K
3.43K $240K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
8.88K
New
$25.62 - $27.01 $228K - $240K
8.88K $239K
GOOG
Alphabet Inc.

Communication Services
1.57K
New
$132.56 - $154.84 $208K - $243K
1.57K $238K
SMCI
Super Micro Computer, Inc.

Technology
232
New
$280.64 - $1188.07 $65.1K - $276K
232 $234K
U
Unity Software Inc.

Technology
8.47K
New
$25.98 - $38.98 $220K - $330K
8.47K $226K
SKYY
First Trust Cloud Computing Et

ETFs
2.35K
New
$83.32 - $97.12 $196K - $229K
2.35K $224K
QQQ
Invesco Qqq Trust, Series 1

ETFs
64
+ 1.14%
$396.28 - $446.38 $25.4K - $28.6K
5.7K $2.53M
QCOM
Qualcomm Inc

Technology
892
+ 32.7%
$136.17 - $175.72 $121K - $157K
3.62K $612K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
6.11K
New
$33.06 - $35.01 $202K - $214K
6.11K $211K
ORCL
Oracle Corp

Technology
1.68K
New
$102.46 - $129.24 $172K - $217K
1.68K $210K
FFIV
F5, Inc.

Technology
1.1K
New
$171.45 - $194.03 $188K - $213K
1.1K $207K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
15.9K
New
$9.9 - $11.99 $157K - $190K
15.9K $165K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
2.4K
+ 37.98%
$35.0 - $38.45 $83.9K - $92.2K
8.71K $334K
COST
Costco Wholesale Corp

Consumer Defensive
106
+ 26.84%
$644.69 - $785.59 $68.3K - $83.3K
501 $367K
IYE
Ishares Tr

ETFs
248
+ 1.87%
$41.9 - $49.4 $10.4K - $12.3K
13.5K $668K
RYLD
Global X Fds Russell 2000 Cove

ETFs
4.45K
+ 32.08%
$16.17 - $16.91 $71.9K - $75.2K
18.3K $309K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
395
+ 0.34%
$17.09 - $18.0 $6.75K - $7.11K
117K $2.1M
BOTZ
Global X Fds

ETFs
1.12K
+ 12.26%
$26.84 - $32.89 $30.2K - $37K
10.3K $327K
IEP
Icahn Enterprises L.P.

Industrials
4.25K
+ 9.5%
$17.0 - $21.54 $72.2K - $91.4K
49K $832K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.25K
+ 6.27%
$33.69 - $36.47 $42K - $45.5K
21.2K $766K
MO
Altria Group, Inc.

Consumer Defensive
250
+ 1.62%
$39.73 - $44.95 $9.93K - $11.2K
15.7K $684K
BMY
Bristol Myers Squibb CO

Healthcare
374
+ 2.71%
$47.98 - $54.4 $17.9K - $20.3K
14.2K $767K
YYY
Amplify ETF Tr High Income ETF

ETFs
2.6K
+ 4.12%
$11.69 - $12.06 $30.4K - $31.4K
65.8K $793K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
484
+ 5.99%
$44.74 - $49.86 $21.7K - $24.1K
8.56K $426K
PFE
Pfizer Inc

Healthcare
2.99K
+ 12.03%
$25.89 - $29.73 $77.3K - $88.8K
27.8K $771K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
401
+ 1.88%
$24.85 - $27.0 $9.96K - $10.8K
21.7K $585K
BKR
Baker Hughes CO

Energy
1.66K
+ 26.45%
$28.5 - $33.93 $47.3K - $56.3K
7.94K $265K
DVN
Devon Energy Corp

Energy
502
+ 10.75%
$40.69 - $50.18 $20.4K - $25.2K
5.17K $259K
IQLT
Ishares Msci Intl Quality Fact

ETFs
61
+ 0.31%
$36.14 - $39.86 $2.2K - $2.43K
20K $792K
DSL
Double Line Income Solutions Fund

Financial Services
899
+ 1.28%
$12.09 - $12.96 $10.9K - $11.7K
71.3K $904K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
474
+ 9.57%
$96.75 - $99.37 $45.9K - $47.1K
5.43K $531K
CAG
Conagra Brands Inc.

Consumer Defensive
964
+ 9.37%
$26.73 - $29.68 $25.8K - $28.6K
11.3K $333K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
952
+ 2.69%
$12.17 - $13.13 $11.6K - $12.5K
36.3K $469K
MPW
Medical Properties Trust Inc

Real Estate
8.73K
+ 25.48%
$3.07 - $5.06 $26.8K - $44.2K
43K $202K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.13K
+ 6.07%
$22.51 - $23.08 $25.4K - $26.1K
19.7K $449K
QRMI
Global X Fds Nasdaq 100 Risk M

ETFs
741
+ 5.67%
$16.91 - $17.48 $12.5K - $13K
13.8K $241K
Activity Summary
Buys All Purchases 125 New Holdings 55 Increased Positions 70 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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