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CIK: 0001791126
Total reported value
$325.5M
$325.5M
76 檔
26.9%
According to the latest 13F quarterly dataset, Triton Wealth Management, PLLC managed an equity portfolio of $325.5M at the end of Q1 2024, spanning 76 distinct U.S. exchange-listed positions.
During Q1 2024, Triton Wealth Management, PLLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KNX | Knight-swift Transportation | Stock-Industrials | 23.36% | — | -26.80% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 19.05% | -1.11% | -1.63% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.73% | +0.46% | -1.46% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 5.77% | -0.50% | +29.90% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.81% | -0.25% | -2.96% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.25% | -0.02% | +7.69% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.06% | +0.09% | -0.06% | |
| 8 | FXL | First Trust Technology Alpha | ETF-Tech | 2.98% | -0.17% | -10.31% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | -0.05% | +5.64% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.75% | -0.23% | +9.79% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.66% | +0.11% | -1.91% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.58% | -0.12% | -0.58% | |
| 13 | FTA | First Trust L C Val Alp | ETF-Other | 1.24% | -0.10% | -0.96% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | -0.05% | -0.85% | |
| 15 | URTY | Proshares Ultrapro Russ2000 | ETF-Other | 0.93% | — | — | |
| 16 | ✓ | Bank Montreal Que | Stock-Other | 0.90% | — | — | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | +0.17% | -21.81% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.33% | +357.74% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.09% | -0.29% | |
| 20 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.72% | — | +16.02% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.17% | +0.05% | |
| 22 | FMHI | First Trust Municipal High I | ETF-Other | 0.66% | -0.06% | +18.41% | |
| 23 | APA | Apa CORP | Stock-Energy | 0.64% | -0.14% | +1.58% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.08% | +2.07% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.06% | — | |
| 26 | RCL 6 08-15-25Bond | Royal Caribbean Cruises | Bond | 0.59% | — | -4.16% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.59% | -0.02% | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +1.03% | +28.36% | |
| 29 | DVN | Devon Energy CORP | Stock-Energy | 0.47% | -0.04% | -2.22% | |
| 30 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.46% | +0.01% | -2.50% | |
| 31 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.44% | -0.03% | -3.10% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.40% | -0.05% | — | |
| 33 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.39% | -0.36% | EXIT | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.39% | — | — | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | — | -0.99% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.34% | -0.04% | -5.78% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.33% | -0.04% | -17.73% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.33% | — | +45.15% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.31% | -0.07% | -9.24% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.30% | +0.01% | +3.45% | |
| 41 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.26% | +0.01% | -5.79% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.06% | +57.96% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.26% | +0.01% | +0.01% | |
| 44 | AAL | American Airlines Group Inc | Stock-Industrials | 0.25% | +0.09% | +46.09% | |
| 45 | GPN | Global Payments Inc | Stock-Industrials | 0.25% | — | -11.58% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | -0.03% | +3.52% | |
| 47 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 0.24% | — | +0.61% | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.24% | -0.03% | -0.21% | |
| 49 | NCLH 6 05-15-24Bond | Ncl Corporation LTD | Bond | 0.23% | — | -1.93% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.23% | -0.05% | -1.33% |
According to official SEC Form 13F filings, Triton Wealth Management, PLLC reported a total U.S. public equity portfolio value of $325.5M across 76 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including KNX, SCHG, QQQ) accounted for 26.9% of total reported equity market value during Q1 2024.
During Q1 2024, Triton Wealth Management, PLLC's top holdings by market value included KNX (23.4%)、SCHG (19.1%)、QQQ (8.7%). The largest single position, KNX, represented 23.4% of total portfolio value.
In Q1 2024, Triton Wealth Management, PLLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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