Triumph Capital Management Incresed Positions 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
BALT
Innovator Etfs Tr
28.7K
+ 104.39%
$30.76 - $31.55 $882K - $905K
56.2K $1.76M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
26.1K
+ 13.95%
$35.45 - $40.33 $926K - $1.05M
213K $7.65M
PG
Procter & Gamble CO

Consumer Defensive
4.76K
+ 102.72%
$161.05 - $179.7 $767K - $856K
9.4K $1.58M
AMZN
Amazon Com Inc

Consumer Cyclical
1.34K
+ 12.01%
$180.88 - $232.93 $243K - $313K
12.5K $2.75M
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
SNOW
Snowflake Inc.

Technology
1.79K
+ 30.28%
$109.65 - $186.51 $196K - $334K
7.71K $1.19M
BA
Boeing CO

Industrials
1.08K
+ 12.79%
$138.14 - $180.72 $150K - $196K
9.56K $1.69M
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
PDI
Pimco Dynamic Income Fund

Financial Services
20.9K
+ 89.52%
$18.33 - $20.85 $384K - $437K
44.4K $813K
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.98K
+ 17.34%
$57.53 - $60.83 $402K - $425K
47.2K $2.72M
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
S
Sentinel One, Inc.

Technology
10.3K
+ 67.49%
$22.05 - $28.68 $226K - $294K
25.5K $565K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
25K
+ 58.36%
$8.61 - $9.3 $215K - $233K
67.8K $587K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.25K
+ 10.27%
N/A
24.2K $2.08M
BNDX
Vanguard Total International B

ETFs
6.32K
+ 6.54%
$48.91 - $50.61 $309K - $320K
103K $5.05M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
823
+ 23.79%
$238.25 - $261.28 $196K - $215K
4.28K $1.04M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.2K
+ 12.71%
$77.25 - $91.3 $92.3K - $109K
10.6K $904K
CELH
Celsius Holdings, Inc.

Consumer Defensive
11.9K
+ 41.54%
$25.66 - $34.91 $304K - $414K
40.4K $1.06M
NU
Nu Holdings Ltd.

Financial Services
21.3K
+ 107.26%
$10.24 - $15.89 $218K - $338K
41.1K $425K
BTO
John Hancock Financial Opportunities Fund

Financial Services
2.74K
+ 13.5%
$31.82 - $39.45 $87.3K - $108K
23.1K $823K
JBBB
Janus Detroit Str Tr Henderson

ETFs
2.89K
+ 37.31%
$48.59 - $49.45 $141K - $143K
10.7K $523K
GOOGL
Alphabet Inc.

Communication Services
88
+ 1.64%
$161.86 - $196.66 $14.2K - $17.3K
5.47K $1.04M
BXSL
Blackstone Secured Lending Fund

Financial Services
1.38K
+ 4.26%
$29.25 - $33.27 $40.5K - $46K
33.9K $1.09M
OXLC
Oxford Lane Capital Corp.

Financial Services
35K
+ 13.23%
$5.05 - $5.45 $177K - $191K
300K $1.52M
OXY
Occidental Petroleum Corp

Energy
2.94K
+ 55.69%
$45.36 - $55.91 $133K - $164K
8.21K $405K
JPIE
J P Morgan Exchange Traded Fd
3.28K
+ 16.91%
$45.59 - $46.25 $149K - $151K
22.6K $1.03M
MELI
Mercadolibre Inc

Consumer Cyclical
135
+ 47.2%
$1666.0 - $2117.3 $225K - $286K
421 $715K
XLV
Select Sector Spdr Fund Health

ETFs
1.23K
+ 50.41%
$136.28 - $154.74 $167K - $190K
3.66K $503K
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.22K
+ 14.18%
$60.1 - $66.4 $134K - $148K
17.9K $1.08M
HQH
Tekla Healthcare Investors

Financial Services
15.1K
+ 32.62%
$16.03 - $18.73 $241K - $282K
61.2K $982K
TOST
Toast, Inc.

Technology
212
+ 1.6%
$27.43 - $43.54 $5.82K - $9.23K
13.4K $489K
IOT
Samsara Inc.

Technology
3.6K
+ 36.0%
$42.67 - $56.35 $154K - $203K
13.6K $594K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
3.71K
+ 10.32%
$16.22 - $18.28 $60.1K - $67.7K
39.6K $709K
HUM
Humana Inc

Healthcare
642
+ 64.39%
$233.89 - $304.18 $150K - $195K
1.64K $415K
CMCSA
Comcast Corp

Communication Services
3.75K
+ 36.38%
$37.39 - $45.14 $140K - $169K
14.1K $527K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
484
+ 20.99%
$131.26 - $163.78 $63.5K - $79.3K
2.79K $417K
META
Meta Platforms, Inc.

Communication Services
105
+ 6.03%
$554.08 - $632.68 $58.2K - $66.4K
1.85K $1.09M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
929
+ 14.51%
$100.16 - $100.7 $93K - $93.6K
7.33K $735K
FOUR
Shift4 Payments, Inc.

Technology
137
+ 3.24%
$88.26 - $114.95 $12.1K - $15.7K
4.36K $452K
OKTA
Okta, Inc.

Technology
673
+ 13.15%
$71.81 - $86.11 $48.3K - $58K
5.79K $456K
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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