$164 Million is the total value of Triton Wealth Management, PLLC's 84 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 140.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Exit | APPLE INCcall | $0 | – | -400 | -100.0% | 0.00% | – |
AMZN | Exit | AMAZON COM INCcall | $0 | – | -1,000 | -100.0% | 0.00% | – |
TGT | Exit | TARGET CORP | $0 | – | -1,339 | -100.0% | -0.12% | – |
WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -2,314 | -100.0% | -0.13% | – |
RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -5,463 | -100.0% | -0.14% | – |
FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -1,828 | -100.0% | -0.15% | – |
ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -1,402 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-25
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 15 | Q3 2023 | 26.9% |
KNIGHT-SWIFT TRANSN HLDGS IN | 15 | Q3 2023 | 42.1% |
INVESCO QQQ TR | 15 | Q3 2023 | 13.8% |
FIRST TR EXCHANGE TRADED FD | 15 | Q3 2023 | 7.4% |
APPLE INC | 15 | Q3 2023 | 6.9% |
SPDR SER TR | 15 | Q3 2023 | 4.4% |
AMAZON COM INC | 15 | Q3 2023 | 3.8% |
HONEYWELL INTL INC | 15 | Q3 2023 | 3.2% |
ISHARES TR | 15 | Q3 2023 | 4.7% |
SPDR S&P 500 ETF TR | 15 | Q3 2023 | 3.0% |
View Triton Wealth Management, PLLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-25 |
13F-HR | 2024-01-25 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-10 |
13F-HR | 2023-06-26 |
13F-HR | 2023-01-25 |
13F-HR | 2022-10-12 |
13F-HR | 2022-08-04 |
13F-HR | 2022-04-21 |
13F-HR | 2022-02-07 |
View Triton Wealth Management, PLLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.