Sponsored
The Analysis of Triton Wealth Management, PLLC's Holdings & P&L
Currently, Triton Wealth Management, PLLC holds 124 types of securities in its portfolio with a total value $269.5M. In the most recent quarter, they have increased their positions in SPMO (+32.6K shares, valued at $3.8M), N/A (+4.0K shares, valued at $2.4M), AVDV (+17.8K shares, valued at $1.8M); decreased their positions in SETM (-17.6K shares, valued at $600.8K), BUFR (-17.0K shares, valued at $577.6K), SCHD (-15.3K shares, valued at $466.9K); initiated new positions in SOXL (+15.3K shares, valued at $819.4K), N/A (+18.5K shares, valued at $491.6K), N/A (+1.2K shares, valued at $410.7K).
1M P&L
+15.5M+6.16%
3M P&L
+18.2M+7.34%
HY P&L
+26.2M+10.90%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A156.8M
68.3%
2Semiconductors11.3M
4.9%
3Consumer Electronics9.9M
4.3%
Top Industries by Stock Count
1N/A48 stocks
43.6%
2Semiconductors4 stocks
3.6%
3Restaurants4 stocks
3.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY EXCHANGE TRADED FUN18.5K sharesnew addition2026-03-312026-05-01
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SCHG
0.77%SCHWAB STRATEGIC TR
Shares1.5M
Event2026-03-31
Filed2026-05-01
SPMO
13.51%INVESCO EXCH TRADED FD TR II
Shares274.3K
Event2026-03-31
Filed2026-05-01
INVESCO QQQ TR
9.60%INVESCO QQQ TR
Shares45.9K
Event2026-03-31
Filed2026-05-01
BUFR
-5.30%FIRST TR EXCHNG TRADED FD VI
Shares303.5K
Event2026-03-31
Filed2026-05-01
AAPL
-0.36%APPLE INC
Shares38.9K
Event2026-03-31
Filed2026-05-01
NVDA
0.69%NVIDIA CORPORATION
Shares55.7K
Event2026-03-31
Filed2026-05-01
PKW
1.58%INVESCO EXCHANGE TRADED FD T
Shares72.1K
Event2026-03-31
Filed2026-05-01
AMZN
24.02%AMAZON COM INC
Shares38.8K
Event2026-03-31
Filed2026-05-01
RSST
1.18%TIDAL TRUST II
Shares240.4K
Event2026-03-31
Filed2026-05-01
GDE
33.99%WISDOMTREE TR
Shares96.6K
Event2026-03-31
Filed2026-05-01
TSLA
30.69%TESLA INC
Shares15.1K
Event2026-03-31
Filed2026-05-01
PAAA
1.52%PGIM ETF TR
Shares109.8K
Event2026-03-31
Filed2026-05-01
FXL
-7.62%FIRST TR EXCHANGE-TRADED FD
Shares27.7K
Event2026-03-31
Filed2026-05-01
WMT
0.15%WALMART INC
Shares31.0K
Event2026-03-31
Filed2026-05-01
VANGUARD INDEX FDS
11.15%VANGUARD INDEX FDS
Shares5.8K
Event2026-03-31
Filed2026-05-01
COST
-0.03%COSTCO WHOLESALE CORPORATION
Shares3.5K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
80.23%ALPHABET INC
Shares10.6K
Event2026-03-31
Filed2026-05-01
BUFQ
-12.82%FIRST TR EXCHNG TRADED FD VI
Shares87.4K
Event2026-03-31
Filed2026-05-01
MSFT
2.73%MICROSOFT CORP
Shares8.3K
Event2026-03-31
Filed2026-05-01
KNX
-0.26%KNIGHT-SWIFT TRANSN HLDGS IN
Shares49.2K
Event2026-03-31
Filed2026-05-01
ORR
116.92%EA SERIES TRUST
Shares72.3K
Event2026-03-31
Filed2026-05-01
SPYG
0.11%SPDR SERIES TRUST
Shares25.8K
Event2026-03-31
Filed2026-05-01
AVDV
293.55%AMERICAN CENTY ETF TR
Shares23.9K
Event2026-03-31
Filed2026-05-01
SETM
-20.86%SPROTT FDS TR
Shares66.8K
Event2026-03-31
Filed2026-05-01
FTA
0.00%FIRST TR EXCHANGE-TRADED ALP
Shares23.2K
Event2026-03-31
Filed2026-05-01
QQQM
1.72%INVESCO EXCH TRADED FD TR II
Shares8.4K
Event2026-03-31
Filed2026-05-01
JEPI
12.43%J P MORGAN EXCHANGE TRADED F
Shares34.5K
Event2026-03-31
Filed2026-05-01
RDVY
-6.99%FIRST TR EXCHANGE TRADED FD
Shares27.7K
Event2026-03-31
Filed2026-05-01
META
0.92%META PLATFORMS INC
Shares3.0K
Event2026-03-31
Filed2026-05-01
XOM
14.39%EXXON MOBIL CORP
Shares10.0K
Event2026-03-31
Filed2026-05-01
SPY
-0.76%STATE STR SPDR S&P 500 ETF T
Shares2.4K
Event2026-03-31
Filed2026-05-01
RCL
-1.82%ROYAL CARIBBEAN GROUP
Shares5.5K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
1.18%ALPHABET INC
Shares4.4K
Event2026-03-31
Filed2026-05-01
VOOG
5.26%VANGUARD ADMIRAL FDS INC
Shares3.1K
Event2026-03-31
Filed2026-05-01
APA CORPORATION
47.13%APA CORPORATION
Shares28.9K
Event2026-03-31
Filed2026-05-01
SCHD
-28.45%SCHWAB STRATEGIC TR
Shares38.5K
Event2026-03-31
Filed2026-05-01
FMHI
-0.15%FIRST TR EXCH TRADED FD III
Shares23.4K
Event2026-03-31
Filed2026-05-01
BERKSHIRE HATHAWAY INC DEL
-0.22%BERKSHIRE HATHAWAY INC DEL
Shares2.2K
Event2026-03-31
Filed2026-05-01
CCL
0.02%CARNIVAL CORP
Shares36.5K
Event2026-03-31
Filed2026-05-01
SDVY
21.24%FIRST TR EXCHANGE TRADED FD
Shares23.8K
Event2026-03-31
Filed2026-05-01
TSM
7.60%TAIWAN SEMICONDUCTOR MANUFAC
Shares2.6K
Event2026-03-31
Filed2026-05-01
BINC
7.58%BLACKROCK ETF TRUST II
Shares16.7K
Event2026-03-31
Filed2026-05-01
ORCL
0.51%ORACLE CORP
Shares5.9K
Event2026-03-31
Filed2026-05-01
SOXL
NewDIREXION SHARES ETF TRUST
Shares15.3K
Event2026-03-31
Filed2026-05-01
SCIO
6.15%FIRST TR EXCHANGE-TRADED FD
Shares39.7K
Event2026-03-31
Filed2026-05-01
OKLO
1.31%OKLO INC
Shares14.8K
Event2026-03-31
Filed2026-05-01
IVV
-0.82%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-01
HYD
0.19%VANECK ETF TRUST
Shares13.2K
Event2026-03-31
Filed2026-05-01
BA
11.59%BOEING CO
Shares3.1K
Event2026-03-31
Filed2026-05-01
LMT
124.78%LOCKHEED MARTIN CORP
Shares1.0K
Event2026-03-31
Filed2026-05-01
AGNC
0.68%AGNC INVT CORP
Shares60.7K
Event2026-03-31
Filed2026-05-01
PLTR
1.86%PALANTIR TECHNOLOGIES INC
Shares4.1K
Event2026-03-31
Filed2026-05-01
JNJ
-2.41%JOHNSON & JOHNSON
Shares2.4K
Event2026-03-31
Filed2026-05-01
IYF
3.85%ISHARES TR
Shares4.9K
Event2026-03-31
Filed2026-05-01
CVX
0.07%CHEVRON CORPORATION
Shares2.8K
Event2026-03-31
Filed2026-05-01
BROADCOM INC
-0.60%BROADCOM INC
Shares1.7K
Event2026-03-31
Filed2026-05-01
HD
-8.25%HOME DEPOT INC
Shares1.5K
Event2026-03-31
Filed2026-05-01
RGTI
0.07%RIGETTI COMPUTING INC
Shares35.3K
Event2026-03-31
Filed2026-05-01
SIMPLIFY EXCHANGE TRADED FUN
NewSIMPLIFY EXCHANGE TRADED FUN
Shares18.5K
Event2026-03-31
Filed2026-05-01
COP
81.19%CONOCOPHILLIPS
Shares3.8K
Event2026-03-31
Filed2026-05-01
LOW
-7.13%LOWES COS INC
Shares2.0K
Event2026-03-31
Filed2026-05-01
BAC
1.84%BANK AMERICA CORP
Shares9.8K
Event2026-03-31
Filed2026-05-01
VOT
-1.55%VANGUARD INDEX FDS
Shares1.8K
Event2026-03-31
Filed2026-05-01
ALAI
-40.73%THE ALGER ETF TRUST
Shares14.3K
Event2026-03-31
Filed2026-05-01
QBTS
0.00%D-WAVE QUANTUM INC
Shares32.8K
Event2026-03-31
Filed2026-05-01
CIBR
0.00%FIRST TR EXCHANGE-TRADED FD
Shares7.4K
Event2026-03-31
Filed2026-05-01
VZ
-0.02%VERIZON COMMUNICATIONS INC
Shares9.3K
Event2026-03-31
Filed2026-05-01
DVN
9.23%DEVON ENERGY CORP NEW
Shares9.4K
Event2026-03-31
Filed2026-05-01
MGM
-4.66%MGM RESORTS INTERNATIONAL
Shares12.3K
Event2026-03-31
Filed2026-05-01
DAL
-7.16%DELTA AIR LINES INC
Shares6.5K
Event2026-03-31
Filed2026-05-01
FITB
-1.14%FIFTH THIRD BANCORP
Shares9.4K
Event2026-03-31
Filed2026-05-01
JEPQ
4.07%J P MORGAN EXCHANGE TRADED F
Shares7.8K
Event2026-03-31
Filed2026-05-01
CMRE
0.38%COSTAMARE INC
Shares25.4K
Event2026-03-31
Filed2026-05-01
GENERAL DYNAMICS CORP
NewGENERAL DYNAMICS CORP
Shares1.2K
Event2026-03-31
Filed2026-05-01
JPM
0.00%JPMORGAN CHASE & CO
Shares1.4K
Event2026-03-31
Filed2026-05-01
BROS
0.51%DUTCH BROS INC
Shares8.0K
Event2026-03-31
Filed2026-05-01
ABBV
0.16%ABBVIE INC
Shares1.9K
Event2026-03-31
Filed2026-05-01
FEX
-0.15%FIRST TR EXCHANGE-TRADED ALP
Shares3.2K
Event2026-03-31
Filed2026-05-01
EAT
0.00%BRINKER INTL INC
Shares2.7K
Event2026-03-31
Filed2026-05-01
IBM
-0.20%INTERNATIONAL BUSINESS MACHS
Shares1.5K
Event2026-03-31
Filed2026-05-01
V
0.00%VISA INC
Shares1.2K
Event2026-03-31
Filed2026-05-01
IONQ
-0.59%IONQ INC
Shares12.4K
Event2026-03-31
Filed2026-05-01
OXY
0.00%OCCIDENTAL PETE CORP
Shares5.4K
Event2026-03-31
Filed2026-05-01
MERCK & CO INC
0.00%MERCK & CO INC
Shares2.6K
Event2026-03-31
Filed2026-05-01
CGDV
-2.71%CAPITAL GROUP DIVIDEND VALUE
Shares7.2K
Event2026-03-31
Filed2026-05-01
PEP
0.00%PEPSICO INC
Shares2.0K
Event2026-03-31
Filed2026-05-01
MPC
0.00%MARATHON PETE CORP
Shares1.3K
Event2026-03-31
Filed2026-05-01
SEAGATE HDD CAYMAN
NewSEAGATE HDD CAYMAN
Shares690
Event2026-03-31
Filed2026-05-01
LUV
-4.30%SOUTHWEST AIRLS CO
Shares7.5K
Event2026-03-31
Filed2026-05-01
HON
13.34%HONEYWELL INTL INC
Shares1.3K
Event2026-03-31
Filed2026-05-01
CRWD
16.85%CROWDSTRIKE HLDGS INC
Shares728
Event2026-03-31
Filed2026-05-01
BLDR
-14.19%BUILDERS FIRSTSOURCE INC
Shares3.4K
Event2026-03-31
Filed2026-05-01
ICLO
0.13%INVESCO ACTIVELY MANAGED EXC
Shares11.0K
Event2026-03-31
Filed2026-05-01
MU
4.45%MICRON TECHNOLOGY INC
Shares728
Event2026-03-31
Filed2026-05-01
DTE
0.00%DTE ENERGY CO
Shares1.8K
Event2026-03-31
Filed2026-05-01
ARISTA NETWORKS INC
6.22%ARISTA NETWORKS INC
Shares2.1K
Event2026-03-31
Filed2026-05-01
IWM
-0.93%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-01
GLD
0.00%SPDR GOLD TR
Shares606
Event2026-03-31
Filed2026-05-01
AMD
-38.80%ADVANCED MICRO DEVICES INC
Shares1.2K
Event2026-03-31
Filed2026-05-01
LHX
NewL3HARRIS TECHNOLOGIES INC
Shares741
Event2026-03-31
Filed2026-05-01
HYG
0.00%ISHARES TR
Shares3.3K
Event2026-03-31
Filed2026-05-01
SCHM
-17.96%SCHWAB STRATEGIC TR
Shares8.4K
Event2026-03-31
Filed2026-05-01
CRM
NewSALESFORCE INC
Shares1.4K
Event2026-03-31
Filed2026-05-01
LIT
0.00%GLOBAL X FDS
Shares3.4K
Event2026-03-31
Filed2026-05-01
KLAC
0.00%KLA CORP
Shares164
Event2026-03-31
Filed2026-05-01
CAT
0.62%CATERPILLAR INC
Shares326
Event2026-03-31
Filed2026-05-01
NFLX
0.00%NETFLIX INC.
Shares2.5K
Event2026-03-31
Filed2026-05-01
SCHA
-9.68%SCHWAB STRATEGIC TR
Shares8.1K
Event2026-03-31
Filed2026-05-01
SO
0.00%SOUTHERN CO
Shares2.4K
Event2026-03-31
Filed2026-05-01
GBTC
5.17%GRAYSCALE BITCOIN TRUST ETF
Shares4.4K
Event2026-03-31
Filed2026-05-01
MCD
0.00%MCDONALDS CORP
Shares745
Event2026-03-31
Filed2026-05-01
NCL CORP LTD
NewNCL CORP LTD
Shares11.7K
Event2026-03-31
Filed2026-05-01
ILDR
4.26%FIRST TR EXCHNG TRADED FD VI
Shares7.3K
Event2026-03-31
Filed2026-05-01
SPHD
8.53%INVESCO EXCH TRADED FD TR II
Shares4.5K
Event2026-03-31
Filed2026-05-01
AAL
-30.69%AMERICAN AIRLINES GROUP INC
Shares19.6K
Event2026-03-31
Filed2026-05-01
GDX
7.93%VANECK ETF TRUST
Shares2.2K
Event2026-03-31
Filed2026-05-01
GILD
0.00%GILEAD SCIENCES INC
Shares1.5K
Event2026-03-31
Filed2026-05-01
PPA
NewINVESCO EXCHANGE TRADED FD T
Shares1.2K
Event2026-03-31
Filed2026-05-01
IJH
0.03%ISHARES TR
Shares3.0K
Event2026-03-31
Filed2026-05-01
CAI
0.00%CARIS LIFE SCIENCES INC
Shares10.9K
Event2026-03-31
Filed2026-05-01
YUM
0.00%YUM BRANDS INC
Shares1.3K
Event2026-03-31
Filed2026-05-01
IJR
-0.92%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-05-01
PUTNAM ETF TRUST
0.64%PUTNAM ETF TRUST
Shares19.9K
Event2026-03-31
Filed2026-05-01
F
5.76%FORD MTR CO
Shares10.8K
Event2026-03-31
Filed2026-05-01
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available