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Triton Wealth Management, P

Latest statistics and disclosures from Triton Wealth Management, P's latest quarterly 13F-HR filing:

Top 5 stock holdings are KNX, SCHG, QQQ, BUFR, AAPL, and represent 59.18% of Triton Wealth Management, P's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$26M), AAPL, SCHD, OKLO, QQQM, TECL, NVDA, SCHM, CGDV, PAAA.
Started 7 new stock positions in BINC, IVV, PAAA, COP, QQQM, CGDV, OKLO.
Reduced shares in these 10 stocks: GOOGL, , Royal Caribbean Group Note 6.000 8/1, FXL, FMHI, TSLA, COST, APA, FTCS, DAL.
Sold out of its positions in GOOGL, UPRO.
Triton Wealth Management, P was a net buyer of stock by $34M.
Triton Wealth Management, P has $194M in assets under management (AUM), dropping by 10.36%.
Central Index Key (CIK): 0001791126

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Portfolio Holdings for Triton Wealth Management, P

Triton Wealth Management, P holds 94 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Knight-swift Transn Hldgs In Cl A (KNX)	23.4	$46M		781k	58.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	18.0	$35M	+300%	1.3M	27.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	8.6	$17M		33k	505.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	4.8	$9.3M		307k	30.33	View chart
Apple (AAPL)	4.4	$8.5M	+40%	38k	223.66	View chart
NVIDIA Corporation (NVDA)	3.8	$7.5M	+4%	51k	146.24	View chart
Amazon (AMZN)	3.2	$6.3M		31k	205.52	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	2.6	$5.0M		34k	147.83	View chart
Costco Wholesale Corporation (COST)	1.6	$3.1M		3.5k	898.06	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$3.0M	+195%	104k	29.10	View chart
Microsoft Corporation (MSFT)	1.5	$3.0M	+4%	7.1k	419.88	View chart
Bank Montreal Medium Microsectors Fan	1.3	$2.5M		5.2k	487.25	View chart
Tesla Motors (TSLA)	1.3	$2.5M		8.7k	288.56	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.2	$2.3M		27k	86.03	View chart
Wal-Mart Stores (WMT)	1.2	$2.3M	+7%	28k	83.30	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	1.0	$1.9M		24k	81.46	View chart
Meta Platforms Cl A (META)	0.9	$1.7M	+13%	3.0k	569.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$1.7M		2.9k	591.41	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.9	$1.7M		21k	79.02	View chart
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL)	0.8	$1.5M	+34%	16k	94.52	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.7	$1.3M	-2%	28k	48.28	View chart
Royal Caribbean Group Note 6.000% 8/1	0.7	$1.3M	-4%	5.7k	226.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.2M		6.6k	178.20	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.1M	+2%	9.2k	121.64	View chart
Oracle Corporation (ORCL)	0.5	$1.0M	+8%	5.6k	180.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.0M	+4%	2.2k	467.51	View chart
Pepsi (PEP)	0.5	$919k	+14%	5.6k	165.04	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.5	$892k		37k	24.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$870k	+10%	1.6k	543.76	View chart
Proshares Tr Ultr Russl2000 (URTY)	0.4	$775k		12k	63.03	View chart
Johnson & Johnson (JNJ)	0.4	$731k		4.6k	158.17	View chart
Nextera Energy (NEE)	0.3	$650k	+2%	8.7k	74.52	View chart
Home Depot (HD)	0.3	$614k		1.6k	389.37	View chart
Builders FirstSource (BLDR)	0.3	$606k		3.4k	176.04	View chart
Lowe's Companies (LOW)	0.3	$597k		2.3k	262.40	View chart
Apa Corporation (APA)	0.3	$590k	-4%	24k	24.85	View chart
JPMorgan Chase & Co. (JPM)	0.3	$571k	+12%	2.3k	246.66	View chart
Oklo Com Cl A (OKLO)	0.3	$559k	NEW	25k	21.98	View chart
MGM Resorts International. (MGM)	0.3	$548k	-3%	15k	37.50	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$529k		6.2k	84.78	View chart
Bank of America Corporation (BAC)	0.3	$504k	+20%	11k	45.29	View chart
Devon Energy Corporation (DVN)	0.3	$499k	-3%	12k	40.35	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$491k		1.9k	257.02	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$486k	+17%	7.7k	63.02	View chart
Chevron Corporation (CVX)	0.2	$461k	+24%	2.9k	158.12	View chart
Delta Air Lines Inc Del Com New (DAL)	0.2	$458k	-4%	7.3k	62.30	View chart
Ncl Corp Note 5.375% 8/0	0.2	$456k	-2%	17k	27.71	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$447k	+199%	15k	29.05	View chart
Agnc Invt Corp Com reit (AGNC)	0.2	$429k		46k	9.39	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$427k	NEW	2.1k	208.25	View chart
American Airls (AAL)	0.2	$426k		30k	14.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$423k		1.4k	293.45	View chart
Southern Company (SO)	0.2	$399k		4.6k	87.44	View chart
Visa Com Cl A (V)	0.2	$391k	+17%	1.3k	305.90	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$382k		3.6k	106.09	View chart
Boeing Company (BA)	0.2	$376k	-5%	2.5k	148.66	View chart
Costamare SHS (CMRE)	0.2	$363k		25k	14.43	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.2	$357k		3.8k	93.00	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.2	$353k		3.3k	108.49	View chart
Comerica Incorporated (CMA)	0.2	$351k	-2%	5.0k	70.00	View chart
Verizon Communications (VZ)	0.2	$347k		8.4k	41.22	View chart
Brinker International (EAT)	0.2	$342k		2.9k	116.58	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$337k	+10%	6.7k	50.23	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$334k	+99%	12k	27.49	View chart
Southwest Airlines (LUV)	0.2	$315k	-5%	10k	31.45	View chart
Kraneshares Trust Mount Lucas Etf (KMLM)	0.2	$313k		11k	27.99	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$306k		12k	25.41	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$303k		2.5k	119.83	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$296k	NEW	8.0k	36.92	View chart
UnitedHealth (UNH)	0.2	$295k	+8%	493.00	597.74	View chart
Global Payments (GPN)	0.1	$290k		2.5k	114.60	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$290k		809.00	358.11	View chart
Dutch Bros Cl A (BROS)	0.1	$284k		8.1k	35.24	View chart
Abbvie (ABBV)	0.1	$278k		1.4k	201.64	View chart
International Business Machines (IBM)	0.1	$272k	+22%	1.3k	213.10	View chart
Merck & Co (MRK)	0.1	$263k		2.6k	101.12	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$257k		6.6k	38.99	View chart
Honeywell International (HON)	0.1	$250k	-4%	1.2k	216.09	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$246k	-8%	2.7k	91.86	View chart
Occidental Petroleum Corporation (OXY)	0.1	$238k		4.6k	51.82	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$237k	NEW	4.6k	51.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$234k		1.2k	201.54	View chart
Hut 8 Corp (HUT)	0.1	$232k		13k	18.59	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$227k	NEW	4.3k	52.49	View chart
DTE Energy Company (DTE)	0.1	$227k		1.9k	121.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$226k	NEW	380.00	594.22	View chart
Walt Disney Company (DIS)	0.1	$218k	-4%	2.2k	98.76	View chart
McDonald's Corporation (MCD)	0.1	$217k	+2%	740.00	293.68	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$210k	-5%	740.00	283.82	View chart
ConocoPhillips (COP)	0.1	$205k	NEW	1.8k	114.74	View chart
Ford Motor Company (F)	0.1	$140k	+5%	13k	11.18	View chart
Gabelli Equity Trust (GAB)	0.0	$61k		11k	5.59	View chart
Harvard Bioscience (HBIO)	0.0	$30k	-11%	11k	2.76	View chart
Denison Mines Corp (DNN)	0.0	$21k		10k	2.05	View chart

Past Filings by Triton Wealth Management, P

SEC 13F filings are viewable for Triton Wealth Management, P going back to 2020

Triton Wealth Management, P 2024 Q4 filed March 18, 2025
Triton Wealth Management, P 2024 Q3 filed Oct. 4, 2024
Triton Wealth Management, P 2024 Q2 filed Aug. 14, 2024
Triton Wealth Management, P 2024 Q1 filed April 25, 2024
Triton Wealth Management, P 2023 Q4 filed Jan. 25, 2024
Triton Wealth Management, P 2023 Q3 filed Nov. 14, 2023
Triton Wealth Management, P 2023 Q2 filed Aug. 10, 2023
Triton Wealth Management, P 2023 Q1 filed June 26, 2023
Triton Wealth Management, P 2022 Q4 filed Jan. 25, 2023
Triton Wealth Management, P 2022 Q3 filed Oct. 12, 2022
Triton Wealth Management, P 2022 Q2 filed Aug. 4, 2022
Triton Wealth Management, P 2022 Q1 filed April 21, 2022
Triton Wealth Management, P 2021 Q4 filed Feb. 7, 2022
Triton Wealth Management, P 2021 Q3 filed Oct. 26, 2021
Triton Wealth Management, P 2021 Q2 filed Aug. 13, 2021
Triton Wealth Management, P 2021 Q1 filed April 19, 2021

View all past filings

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