Triumph Capital Management Incresed Positions in Q1 2024

Triumph Capital Management

  • $234 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
90.2K
+ 1980.36%
$48.47 - $49.33 $4.37M - $4.45M
94.7K $4.66M
IVV
Ishares Core S&P 500 ETF

ETFs
4.27K
+ 184.84%
$469.56 - $525.73 $2M - $2.24M
6.58K $3.46M
XLU
Utilities Sector Spdr

ETFs
27.3K
+ 421.87%
$59.95 - $65.65 $1.64M - $1.79M
33.7K $2.21M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
43.4K
+ 26.84%
$43.25 - $44.65 $1.88M - $1.94M
205K $8.94M
FEX
First Tr Large Cap Core Alphde

ETFs
8.35K
+ 11.83%
$88.44 - $99.24 $739K - $829K
78.9K $7.83M
XLF
Financial Sector Spdr

ETFs
32.7K
+ 590.58%
$37.27 - $42.12 $1.22M - $1.38M
38.3K $1.61M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
24.4K
+ 116.68%
$50.5 - $53.71 $1.23M - $1.31M
45.3K $2.43M
FXU
First Tr Exchange Traded Fd Ut

ETFs
38K
+ 111.36%
$29.58 - $32.46 $1.12M - $1.23M
72.2K $2.34M
NVDA
Nvidia Corp

Technology
675
+ 53.23%
$475.69 - $950.02 $321K - $641K
1.94K $1.76M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.4K
+ 19.93%
$71.76 - $73.66 $1.1M - $1.13M
92.5K $6.72M
AAPL
Apple Inc.

Technology
6.2K
+ 82.0%
$169.0 - $195.18 $1.05M - $1.21M
13.8K $2.36M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.43K
+ 12.83%
$144.62 - $165.44 $352K - $402K
21.4K $3.51M
RDVY
First Trust Rising Dividend Ac

ETFs
3.72K
+ 4.02%
$50.05 - $56.17 $186K - $209K
96.4K $5.42M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
29.1K
+ 202.91%
$19.39 - $20.35 $565K - $593K
43.5K $876K
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.66K
+ 18.58%
$54.75 - $57.86 $419K - $443K
48.9K $2.83M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
23.7K
+ 70.44%
$21.57 - $22.77 $510K - $539K
57.3K $1.3M
NOV
Nov Inc.

Energy
28.3K
+ 264.61%
$16.87 - $21.0 $478K - $595K
39.1K $762K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
818
+ 53.15%
$491.35 - $556.4 $402K - $455K
2.36K $1.31M
AMAT
Applied Materials Inc

Technology
2.03K
+ 87.67%
$149.0 - $212.61 $303K - $432K
4.35K $897K
LRCX
Lam Research Corp

Technology
428
+ 91.85%
$731.08 - $994.57 $313K - $426K
894 $868K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
9.81K
+ 138.48%
$45.67 - $49.16 $448K - $482K
16.9K $830K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.28K
+ 66.34%
$239.5 - $270.8 $307K - $347K
3.21K $869K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.42K
+ 12.4%
$82.58 - $89.9 $200K - $218K
21.9K $1.97M
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
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
12.6K
+ 8.39%
$21.01 - $21.23 $264K - $267K
162K $3.44M
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
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
MO
Altria Group, Inc.

Consumer Defensive
250
+ 1.62%
$39.73 - $44.95 $9.93K - $11.2K
15.7K $684K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.25K
+ 6.27%
$33.69 - $36.47 $42K - $45.5K
21.2K $766K
YYY
Amplify ETF Tr High Income ETF

ETFs
2.6K
+ 4.12%
$11.69 - $12.06 $30.4K - $31.4K
65.8K $793K
BMY
Bristol Myers Squibb CO

Healthcare
374
+ 2.71%
$47.98 - $54.4 $17.9K - $20.3K
14.2K $767K
PFE
Pfizer Inc

Healthcare
2.99K
+ 12.03%
$25.89 - $29.73 $77.3K - $88.8K
27.8K $771K
XLSR
Ssga Active Tr Spdr Ssga Us Se

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