Triton Wealth Management, PLLC
CIK:0001791126
Investment Adviser
$380M AUM
107 holdings
Sun City, AZ, United States
Triton Wealth Management, PLLC is a fiduciary advisory firm legally obligated to act in clients' best interests. It is independent, fee-only, and provides comprehensive financial planning.
Investment Strategy
Comprehensive financial planning with portfolio management focused on acting in the client's best interest.
Top Buys
S
SCHGSCHWAB STRATEGIC TR+$48.4M
K
KNXKNIGHT-SWIFT TRANSN HLDGS IN+$24.2M
S
SPMOINVESCO EXCH TRADED FD TR II+$22.9M
Q
QQQINVESCO QQQ TR+$18.7M
B
BUFRFIRST TR EXCHNG TRADED FD VI+$11.4M
Top Sells
D
DISDISNEY WALT CO+$241.7K
M
MPCMARATHON PETE CORP+$221.3K
M
MCDMCDONALDS CORP+$219.2K
M
MRKMERCK & CO INC+$218.8K
V
VBKVANGUARD INDEX FDS+$208.0K
Top Holdings
S
SCHGSCHWAB STRATEGIC TR+20.7%$48.4M
K
KNXKNIGHT-SWIFT TRANSN HLDGS IN+10.3%$24.2M
S
SPMOINVESCO EXCH TRADED FD TR II+9.8%$22.9M
Q
QQQINVESCO QQQ TR+8.0%$18.7M
B
BUFRFIRST TR EXCHNG TRADED FD VI+4.9%$11.4M
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 20.67% | $48.4M | 1,611,594 | $29.21 | $29.21 | +$48.4M |
K KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 10.32% | $24.2M | 531,122 | $44.23 | $44.23 | +$24.2M |
S SPMO | INVESCO EXCH TRADED FD TR II | 9.76% | $22.9M | 200,151 | $112.47 | $112.47 | +$22.9M |
Q QQQ | INVESCO QQQ TR | 7.99% | $18.7M | 33,138 | $551.64 | $551.64 | +$18.7M |
B BUFR | FIRST TR EXCHNG TRADED FD VI | 4.86% | $11.4M | 352,334 | $31.80 | $31.80 | +$11.4M |
Industry Allocation
TRUCKING (NO LOCAL)
+10.3%
SEMICONDUCTORS & RELATED DEVICES
+4.4%
ELECTRONIC COMPUTERS
+3.5%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+3.2%
RETAIL-VARIETY STORES
+2.7%