Triumph Capital Management Incresed Positions in Q4 2024

Triumph Capital Management

  • $270 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
491
+ 25.98%
$165.41 - $192.43 $81.2K - $94.5K
2.38K $396K
MFC
Manulife Financial Corp

Financial Services
1.83K
+ 15.99%
$29.21 - $32.87 $53.5K - $60.3K
13.3K $408K
JPM
Jpmorgan Chase & CO

Financial Services
46
+ 2.7%
$205.18 - $250.29 $9.44K - $11.5K
1.75K $419K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
67
+ 6.6%
$521.84 - $558.82 $35K - $37.4K
1.08K $582K
SLRC
Slr Investment Corp.

Financial Services
266
+ 0.76%
$14.9 - $16.86 $3.96K - $4.48K
35.3K $571K
VDE
Vanguard Energy ETF

ETFs
367
+ 16.99%
$116.67 - $136.78 $42.8K - $50.2K
2.53K $306K
QUAL
Ishares Msci Usa Quality Facto

ETFs
311
+ 2.07%
$176.42 - $186.91 $54.9K - $58.1K
15.3K $2.73M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
936
+ 8.3%
$28.48 - $29.56 $26.7K - $27.7K
12.2K $357K
FEX
First Tr Large Cap Core Alphde

ETFs
137
+ 0.17%
$103.29 - $112.88 $14.2K - $15.5K
82.1K $8.57M
PFE
Pfizer Inc

Healthcare
1.72K
+ 20.04%
$24.8 - $30.19 $42.6K - $51.8K
10.3K $272K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 2.54%
$873.59 - $994.69 $6.12K - $6.96K
283 $259K
KAPR
Innovator U.S. Small Cap Power

ETFs
254
+ 1.43%
$32.06 - $34.27 $8.14K - $8.7K
18K $588K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
213
+ 2.65%
$47.66 - $51.97 $10.2K - $11.1K
8.26K $403K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.09K
+ 8.11%
$31.23 - $33.51 $33.9K - $36.4K
14.5K $454K
RYLD
Global X Fds Russell 2000 Cove

ETFs
353
+ 2.32%
$15.97 - $16.79 $5.64K - $5.93K
15.6K $254K
LLY
Eli Lilly & CO

Healthcare
180
+ 15.05%
$727.2 - $932.06 $131K - $168K
1.38K $1.06M
UTG
Reaves Utility Income Fund

Financial Services
340
+ 4.47%
$30.81 - $34.99 $10.5K - $11.9K
7.95K $251K
COP
Conocophillips

Energy
149
+ 6.73%
$95.12 - $114.72 $14.2K - $17.1K
2.36K $234K
Victory Portfolios Ii
19.1K
+ 85.11%
N/A
41.5K $0
Victory Portfolios Ii
1.15K
+ 9.32%
N/A
13.5K $0
Amc Entmt Hldgs Inc
24.7K
+ 178.26%
N/A
38.5K $0
Blackrock ETF Trust Ii
12.3K
+ 102.7%
N/A
24.3K $0
Innovator Etfs Trust
4.18K
+ 22.91%
N/A
22.4K $0
Healthcare Rlty Tr
3.24K
+ 23.14%
N/A
17.2K $0
Innovator Etfs Trust
5K
+ 12.95%
N/A
43.6K $0
SFLR
Innovator Etfs Tr Equity Manag
11.1K
+ 13.18%
N/A
95.4K $0
Frontline PLC
2.88K
+ 23.36%
N/A
15.2K $0
Alps ETF Tr
5.7K
+ 8.16%
N/A
75.6K $0
Annaly Capital Management In
9.21K
+ 18.95%
N/A
57.8K $0
ETF Ser Solutions
1.58K
+ 8.96%
N/A
19.3K $0
Innovator Etfs Trust
687
+ 11.15%
N/A
6.85K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
230
+ 2.29%
N/A
10.3K $0
PFFA
Etfis Ser Tr I

ETFs
747
+ 4.02%
$21.82 - $23.21 $16.3K - $17.3K
19.3K $422K
REET
Ishares Global Reit ETF

ETFs
994
+ 10.63%
$23.43 - $26.54 $23.3K - $26.4K
10.3K $247K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
1.91K
+ 2.36%
$6.37 - $7.15 $12.1K - $13.6K
82.9K $550K
IXC
Ishares Tr Global Energy ETF

ETFs
496
+ 5.23%
$36.95 - $43.06 $18.3K - $21.4K
9.98K $380K
MPX
Marine Products Corp

Consumer Cyclical
417
+ 2.64%
$8.99 - $10.21 $3.75K - $4.26K
16.2K $148K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
445
+ 6.68%
$33.43 - $36.52 $14.9K - $16.3K
7.11K $239K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.37K
+ 1.7%
$7.83 - $8.16 $10.7K - $11.2K
81.6K $641K
ALTY
Global X Funds Global X Altern

ETFs
592
+ 2.04%
$11.57 - $12.13 $6.85K - $7.18K
29.6K $343K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.32K
+ 4.34%
$71.75 - $75.11 $310K - $325K
104K $7.47M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
640
+ 5.17%
$10.44 - $11.67 $6.68K - $7.47K
13K $138K
USA
Liberty All Star Equity Fund

Financial Services
119
+ 0.13%
$6.82 - $7.46 $812 - $888
91K $632K
IQLT
Ishares Msci Intl Quality Fact

ETFs
796
+ 7.77%
$37.12 - $41.23 $29.5K - $32.8K
11K $409K
JNJ
Johnson & Johnson

Healthcare
129
+ 5.75%
$143.34 - $165.86 $18.5K - $21.4K
2.37K $343K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
575
+ 2.98%
$43.84 - $48.76 $25.2K - $28K
19.9K $873K
MHO
M/I Homes, Inc.

Consumer Cyclical
317
+ 18.14%
$132.44 - $174.81 $42K - $55.4K
2.07K $274K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
37
+ 0.58%
$442.29 - $483.08 $16.4K - $17.9K
6.39K $2.9M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
1.23K
+ 6.95%
$18.42 - $22.58 $22.7K - $27.9K
19K $358K
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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