Triton Wealth Management, Pllc Portfolio Holdings

Triton Wealth Management, Pllc

  • $186 Million
  • Q4 2024

Triton Wealth Management, Pllc has filed its 13F form on March 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $186 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Knight Swift Transportation Holdings Inc. with a value of $41.4M, Schwab Strategic Tr Us Large C with a value of $35.8M, Invesco Qqq Trust, Series 1 with a value of $16.9M, Apple Inc. with a value of $9.53M, and First Tr Ex Td Viii Ft Cboe Ve with a value of $9.35M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $175M to 186M.

Below you can find more details about Triton Wealth Management, Pllc portfolio as well as his latest detailed transactions.

Portfolio value $186 Million
ETFs: $88.7 Million
Industrials: $44.3 Million
Technology: $20.6 Million
Consumer Cyclical: $14 Million
Consumer Defensive: $6.5 Million
Communication Services: $3.61 Million
Financial Services: $2.79 Million
Energy: $2.78 Million
Other: $3.09 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.12B
$41.4 Million 22.22% of portfolio
780,933
Q2 2024 Added 11.48%
$0
$35.8 Million 19.2% of portfolio
1,283,917
Q4 2024 Added 300.13%
$0
$16.9 Million 9.06% of portfolio
33,024
Q4 2024 Added 0.36%
$3.6T
$9.53 Million 5.11% of portfolio
38,055
Q4 2024 Added 40.22%
$0
$9.35 Million 5.02% of portfolio
307,019
Q4 2024 Added 0.84%
$301B
$6.86 Million 3.68% of portfolio
51,074
Q4 2024 Added 4.63%
$2.1T
$6.69 Million 3.59% of portfolio
30,489
Q4 2024 Added 0.54%
$0
$5.07 Million 2.72% of portfolio
34,106
Q4 2024 Reduced 1.08%
$910B
$3.53 Million 1.89% of portfolio
8,745
Q4 2024 Reduced 1.2%
$412B
$3.17 Million 1.7% of portfolio
3,461
Q4 2024 Reduced 0.89%
$2.95T
$2.97 Million 1.59% of portfolio
7,052
Q4 2024 Added 4.24%
$0
$2.85 Million 1.53% of portfolio
104,342
Q4 2024 Added 195.0%
$230B
$2.48 Million 1.33% of portfolio
27,469
Q4 2024 Added 7.19%
$0
$2.36 Million 1.26% of portfolio
26,803
Q4 2024 Reduced 0.7%
$0
$1.83 Million 0.98% of portfolio
23,910
Q3 2024 Reduced 0.46%
$1.41T
$1.77 Million 0.95% of portfolio
3,007
Q4 2024 Added 13.09%
$0
$1.68 Million 0.9% of portfolio
21,178
Q4 2024 Reduced 0.66%
$0
$1.44 Million 0.77% of portfolio
15,881
Q4 2024 Added 34.12%
$0
$1.34 Million 0.72% of portfolio
27,851
Q4 2024 Reduced 2.63%
$1.05T
$1.25 Million 0.67% of portfolio
6,570
Q4 2024 Added 1.26%
$486B
$985,000 0.53% of portfolio
9,163
Q4 2024 Added 2.79%
$688B
$975,000 0.52% of portfolio
2,153
Q4 2024 Added 4.97%
$415B
$930,000 0.5% of portfolio
5,584
Q4 2024 Added 8.03%
$23.7B
$916,000 0.49% of portfolio
36,780
Q4 2024 Reduced 1.33%
$0
$862,000 0.46% of portfolio
1,600
Q4 2024 Added 10.73%
$201B
$846,000 0.45% of portfolio
5,570
Q4 2024 Added 14.16%
$421B
$668,000 0.36% of portfolio
4,623
Q4 2024 Added 0.98%
$135B
$625,000 0.34% of portfolio
8,721
Q4 2024 Added 2.44%
$370B
$613,000 0.33% of portfolio
1,577
Q3 2024 Added 5.2%
$0
$605,000 0.32% of portfolio
12,295
Q4 2024 Reduced 0.7%
$737B
$554,000 0.3% of portfolio
2,314
Q4 2024 Added 12.06%
$143B
$561,000 0.3% of portfolio
2,274
Q3 2024 Added 5.03%
$6.82B
$549,000 0.29% of portfolio
23,750
Q4 2024 Reduced 4.04%
$12.6B
$506,000 0.27% of portfolio
14,611
Q4 2024 Reduced 3.31%
$0
$504,000 0.27% of portfolio
6,233
Q2 2024 New
$0
$489,000 0.26% of portfolio
7,707
Q4 2024 Added 17.34%
$347B
$489,000 0.26% of portfolio
11,138
Q4 2024 Added 20.83%
$0
$485,000 0.26% of portfolio
1,912
Q4 2024 Reduced 1.44%
$20.4B
$491,000 0.26% of portfolio
3,442
Q4 2024 Added 1.92%
$109B
$447,000 0.24% of portfolio
2,527
Q4 2024 Reduced 5.81%
$31.2B
$444,000 0.24% of portfolio
7,349
Q4 2024 Reduced 4.97%
$0
$431,000 0.23% of portfolio
2,051
Q4 2024 New
$0
$426,000 0.23% of portfolio
15,403
Q4 2024 Added 199.9%
$5.47B
$420,000 0.23% of portfolio
45,674
Q4 2024 Reduced 0.22%
$325B
$421,000 0.23% of portfolio
2,913
Q4 2024 Added 24.75%
$2.76B
$422,000 0.23% of portfolio
8,070
Q3 2024 Reduced 2.42%
$24.2B
$405,000 0.22% of portfolio
12,376
Q4 2024 Reduced 3.18%
$0
$417,000 0.22% of portfolio
1,440
Q3 2024 Added 0.21%
$563B
$403,000 0.22% of portfolio
1,277
Q4 2024 Added 17.7%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $186 Million
  • Prior Value $175 Million
  • Filing
  • Period Q4 2024
  • Filing Date March 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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