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Triton Wealth Management, PLLC13F | |
| Triton Wealth Management, PLLC | |
| Last update 2025-03-18 | 92 Stocks (7 new) |
| Value $192.00 Mil | Turnover 18 % |
Triton Wealth Management, PLLC... Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KNX |
Knight-Swift Transportation Holdings Inc
Knight-Swift Transportation Holdings Inc
| 780,933 | 45,520.6 | 0% | 23.650 | 0% | 0.480 | +15.37% | -13.70% | 7,360.3 | Transportation | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 1,283,917 | 34,884.0 | +300.13% | 18.130 | +13.60% | 0.090 | +20.31% | +5.95% | 44,894.6 | ||
QQQ | INVESCO QQQ Trust | 33,024 | 16,707.9 | +0.36% | 8.680 | +0.03% | 0.010 | +21.69% | +9.18% | 354,881.2 | ||
BUFR | FT Vest Laddered Buffer ETF | 307,019 | 9,312.1 | +0.84% | 4.840 | +0.04% | 0.140 | +10.78% | +4.92% | 6,966.3 | ||
AAPL | Apple Inc | 38,055 | 8,511.4 | +40.22% | 4.420 | +1.27% | 0.000 | +3.58% | -16.29% | 3,123,230.6 | Hardware | |
NVDA | NVIDIA Corp | 51,074 | 7,469.3 | +4.63% | 3.880 | +0.17% | 0.000 | +52.15% | +27.13% | 4,162,956.0 | Semiconductors | |
AMZN | Amazon.com Inc | 30,489 | 6,266.1 | +0.54% | 3.260 | +0.02% | 0.000 | +26.04% | +3.17% | 2,403,011.4 | Retail - Cyclical | |
FXL |
First Trust Technology AlphaDEX Fund
First Trust Technology AlphaDEX Fund
| 34,106 | 5,041.9 | -1.08% | 2.620 | -0.03% | 0.380 | +22.81% | +5.46% | 1,355.9 | ||
COST | Costco Wholesale Corp | 3,461 | 3,108.2 | -0.89% | 1.620 | -0.02% | 0.000 | -0.82% | +5.87% | 429,143.9 | Retail - Defensive | |
SCHD | Schwab US Dividend Equity ETF | 104,342 | 3,036.3 | +195.00% | 1.580 | +1.04% | 0.000 | +6.70% | +0.21% | 70,078.3 |
Triton Wealth Management, PLLC's Historical Top Holdings Breakdowns
Triton Wealth Management, PLLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth ETF | 2024-12-31 | Add Add | +13.60% | 25.71 ($27.37) 29.1 | $29.47 | 7.67% | Add 300.13% | 1,283,917 | 963,041 | |
AAPL | Apple Inc | 2024-12-31 | Add Add | +1.27% | 221.69 ($235.83) 259.02 | $209.11 | -11.33% | Add 40.22% | 38,055 | 10,916 | |
SCHD | Schwab US Dividend Equity ETF | 2024-12-31 | Add Add | +1.04% | 26.93 ($28.43) 29.53 | $26.87 | -5.49% | Add 195% | 104,342 | 68,972 | |
GOOGL | Alphabet Inc | 2024-12-31 | Sold Out Sold Out | -0.34% | 161.86 ($175.1) 196.66 | $182.00 | 3.94% | Sold Out | 0 | -3,526 | |
OKLO | Oklo Inc | 2024-12-31 | New Buy New Buy | +0.29% | 9.15 ($19.55) 26.56 | $60.95 | 211.76% | New holding | 25,411 | 25,411 | |
QQQM | Invesco NASDAQ 100 ETF | 2024-12-31 | New Buy New Buy | +0.22% | 198.2 ($208.35) 221.51 | $229.17 | 9.99% | New holding | 2,051 | 2,051 | |
TECL |
Direxion Daily Technology Bull 3X Shares
Direxion Daily Technology Bull 3X Shares
| 2024-12-31 | Add Add | +0.20% | 81.79 ($93.46) 102.52 | $98.05 | 4.91% | Add 34.12% | 15,881 | 4,040 | |
NVDA | NVIDIA Corp | 2024-12-31 | Add Add | +0.17% | 118.85 ($138.16) 148.88 | $170.70 | 23.55% | Add 4.63% | 51,074 | 2,259 | |
UPRO |
ProShares UltraPro S&P 500 ETF 3x Shares
ProShares UltraPro S&P 500 ETF 3x Shares
| 2024-12-31 | Sold Out Sold Out | -0.16% | 82.66 ($91.65) 99.48 | $92.84 | 1.30% | Sold Out | 0 | -3,345 | |
CGDV | Capital Group Dividend Value ETF | 2024-12-31 | New Buy New Buy | +0.15% | 35.16 ($36.39) 37.12 | $40.48 | 11.24% | New holding | 8,024 | 8,024 |
Triton Wealth Management, PLLC Total Holding History ($B)
Triton Wealth Management, PLLC's Asset Allocation
Triton Wealth Management, PLLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Triton Wealth Management, PLLC's Hypothetical Growth since 2024-12-31
Triton Wealth Management, PLLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Triton Wealth Management, PLLC's Holdings Heat Map
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Triton Wealth Management, PLLC's Holdings Bubble Chart
Triton Wealth Management, PLLC News
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