Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
KNIGHT SWIFT TRANSN HLDGS IN | 700,533 | -256,450 | $38,543 |
KNX | 700,533 | -256,450 | $38,543 |
SCHWAB STRATEGIC TR | 307,854 | -5,106 | $27,513 |
SCHG | 307,854 | -5,106 | $27,513 |
INVESCO QQQ TR | 29,549 | -439 | $12,609 |
QQQ | 29,549 | -439 | $12,609 |
FIRST TR EXCHNG TRADED FD VI (BUFR) | 300,874 | +69,257 | $8,328 |
BUFR | 300,874 | +69,257 | $8,328 |
AMAZON COM INC | 31,010 | -945 | $5,496 |
AMZN | 31,010 | -945 | $5,496 |
NVIDIA CORPORATION | 5,713 | +408 | $5,162 |
NVDA | 5,713 | +408 | $5,162 |
APPLE INC | 26,229 | -15 | $4,413 |
AAPL | 26,229 | -15 | $4,413 |
FIRST TR EXCHANGE TRADED FD (FXL) | 33,790 | -3,885 | $4,304 |
FXL | 33,790 | -3,885 | $4,304 |
MICROSOFT CORP | 6,195 | +331 | $2,530 |
MSFT | 6,195 | +331 | $2,530 |
COSTCO WHSL CORP NEW | 3,488 | +311 | $2,523 |
COST | 3,488 | +311 | $2,523 |
SCHWAB STRATEGIC TR | 30,884 | -602 | $2,401 |
SCHD | 30,884 | -602 | $2,401 |
SPDR SER TR (SPYG) | 32,313 | -187 | $2,280 |
SPYG | 32,313 | -187 | $2,280 |
FIRST TR LRG CP VL ALPHADEX (FTA) | 24,138 | -234 | $1,788 |
FTA | 24,138 | -234 | $1,788 |
PROSHARES TR (URTY) | 32,816 | +32,816 | $1,659 |
URTY | 32,816 | +32,816 | $1,659 |
BANK MONTREAL MEDIUM | 4,526 | +4,526 | $1,480 |
FNGU | 4,526 | +4,526 | $1,480 |
SPDR S&P 500 ETF TR (SPY) | 2,681 | -23 | $1,354 |
SPY | 2,681 | -23 | $1,354 |
TESLA INC | 7,639 | -2,131 | $1,238 |
TSLA | 7,639 | -2,131 | $1,238 |
WALMART INC | 20,676 | +16,159 | $1,227 |
WMT | 20,676 | +16,159 | $1,227 |
META PLATFORMS INC | 2,435 | -7 | $1,198 |
META | 2,435 | -7 | $1,198 |
PROSHARES TR (TQQQ) | 19,436 | +2,684 | $1,196 |
TQQQ | 19,436 | +2,684 | $1,196 |
EXXON MOBIL CORP | 8,622 | +4 | $1,039 |
XOM | 8,622 | +4 | $1,039 |
FIRST TR EXCH TRADED FD III (FMHI) | 19,927 | +3,098 | $947 |
FMHI | 19,927 | +3,098 | $947 |
APA CORPORATION | 28,943 | +449 | $922 |
APA | 28,943 | +449 | $922 |
ALPHABET INC | 5,566 | +113 | $890 |
GOOG | 5,566 | +113 | $890 |
BERKSHIRE HATHAWAY INC DEL | $888 | ||
BRK.B | 2,193 | UNCH | $888 |
ROYAL CARIBBEAN GROUP | $852 | ||
NOTE 6 | 6,205 | +6,205 | $852 |
PEPSICO INC | 4,879 | UNCH | $850 |
PEP | 4,879 | UNCH | $850 |
MGM RESORTS INTERNATIONAL | 15,614 | -400 | $737 |
MGM | 15,614 | -400 | $737 |
BUILDERS FIRSTSOURCE INC | 3,377 | -108 | $704 |
BLDR | 3,377 | -108 | $704 |
VANGUARD INDEX FDS (VOO) | 1,462 | +323 | $678 |
VOO | 1,462 | +323 | $678 |
DEVON ENERGY CORP NEW | 13,014 | -295 | $677 |
DVN | 13,014 | -295 | $677 |
ORACLE CORP | 5,040 | UNCH | $578 |
ORCL | 5,040 | UNCH | $578 |
HOME DEPOT INC | 1,497 | -15 | $574 |
HD | 1,497 | -15 | $574 |
CARNIVAL CORP | 38,184 | +14,846 | $570 |
CCL | 38,184 | +14,846 | $570 |
NEXTERA ENERGY INC | 8,513 | UNCH | $561 |
NEE | 8,513 | UNCH | $561 |
BOEING CO | 2,881 | -621 | $556 |
BA | 2,881 | -621 | $556 |
LOWES COS INC | 2,150 | -132 | $548 |
LOW | 2,150 | -132 | $548 |
SCHWAB STRATEGIC TR | 10,259 | +3,191 | $477 |
SCHA | 10,259 | +3,191 | $477 |
VANGUARD INDEX FDS (VOT) | 2,003 | -204 | $449 |
VOT | 2,003 | -204 | $449 |
SCHWAB STRATEGIC TR | 5,574 | +186 | $430 |
SCHM | 5,574 | +186 | $430 |
DELTA AIR LINES INC DEL | 7,903 | -486 | $381 |
DAL | 7,903 | -486 | $381 |
CHEVRON CORP NEW | 2,333 | +856 | $379 |
CVX | 2,333 | +856 | $379 |
BANK AMERICA CORP | 9,718 | +1 | $372 |
BAC | 9,718 | +1 | $372 |
AMERICAN AIRLS GROUP INC | 25,310 | +7,985 | $355 |
AAL | 25,310 | +7,985 | $355 |
GLOBAL PMTS INC | 2,802 | -367 | $354 |
GPN | 2,802 | -367 | $354 |
JOHNSON & JOHNSON | 2,379 | +81 | $351 |
JNJ | 2,379 | +81 | $351 |
KRANESHARES TRUST (KMLM) | 11,192 | +68 | $345 |
KMLM | 11,192 | +68 | $345 |
SOUTHERN CO | 4,681 | -10 | $343 |
SO | 4,681 | -10 | $343 |
NCL CORP LTD | $336 | ||
NOTE 6 | 17,210 | -339 | $336 |
MERCK & CO INC | 2,601 | +300 | $330 |
MRK | 2,601 | +300 | $330 |
VERIZON COMMUNICATIONS INC | 8,426 | -114 | $330 |
VZ | 8,426 | -114 | $330 |
SOUTHWEST AIRLS CO | 11,252 | -513 | $327 |
LUV | 11,252 | -513 | $327 |
FIRST TR EXCHANGE TRADED FD (CIBR) | 5,905 | +5,905 | $321 |
CIBR | 5,905 | +5,905 | $321 |
FIRST TR LRGE CP CORE ALPHA (FEX) | 3,244 | +2 | $309 |
FEX | 3,244 | +2 | $309 |
OCCIDENTAL PETE CORP | 4,598 | -199 | $309 |
OXY | 4,598 | -199 | $309 |
VANGUARD INDEX FDS (VTI) | 1,211 | +4 | $303 |
VTI | 1,211 | +4 | $303 |
AGNC INVT CORP | 32,371 | +238 | $301 |
AGNC | 32,371 | +238 | $301 |
VISA INC | 1,089 | +31 | $301 |
V | 1,089 | +31 | $301 |
DUTCH BROS INC | 8,607 | -1,700 | $284 |
BROS | 8,607 | -1,700 | $284 |
COSTAMARE INC | 24,915 | +31 | $281 |
CMRE | 24,915 | +31 | $281 |
COMERICA INC | 5,202 | -370 | $273 |
CMA | 5,202 | -370 | $273 |
DISNEY WALT CO | 2,353 | +2,353 | $267 |
DIS | 2,353 | +2,353 | $267 |
INVESCO EXCHANGE TRADED FD T (PKW) | 2,528 | UNCH | $262 |
PKW | 2,528 | UNCH | $262 |
FIRST TR EXCHANGE TRADED FD (FTCS) | 3,100 | -646 | $255 |
FTCS | 3,100 | -646 | $255 |
VANGUARD ADMIRAL FDS INC (VOOG) | 864 | +864 | $254 |
VOOG | 864 | +864 | $254 |
ABBVIE INC | 1,441 | +201 | $243 |
ABBV | 1,441 | +201 | $243 |
CONOCOPHILLIPS | 1,790 | UNCH | $230 |
COP | 1,790 | UNCH | $230 |
UNITEDHEALTH GROUP INC | 452 | +452 | $218 |
UNH | 452 | +452 | $218 |
DTE ENERGY CO | 1,829 | +1,829 | $203 |
DTE | 1,829 | +1,829 | $203 |
VANGUARD SPECIALIZED FUNDS (VIG) | 1,150 | +1,150 | $203 |
VIG | 1,150 | +1,150 | $203 |
JPMORGAN CHASE & CO | 1,047 | +1,047 | $200 |
JPM | 1,047 | +1,047 | $200 |
FORD MTR CO DEL | 12,118 | -419 | $156 |
F | 12,118 | -419 | $156 |
HUT 8 CORP | 12,490 | +2,490 | $138 |
HUT | 12,490 | +2,490 | $138 |
HARVARD BIOSCIENCE INC | 13,413 | -13,234 | $57 |
HBIO | 13,413 | -13,234 | $57 |
NIKOLA CORP | 35,100 | UNCH | $37 |
NKLA | 35,100 | UNCH | $37 |
DENISON MINES CORP | 10,000 | +0 | $20 |
DNN | 10,000 | UNCH | $20 |
ALPHABET INC | $0 (exited) | ||
GOOGL | 0 | -3,542 | $0 |
HONEYWELL INTL INC | $0 (exited) | ||
HON | 0 | -1,132 | $0 |
GLOBAL X FDS | $0 (exited) | ||
LIT | 0 | -4,833 | $0 |
MCDONALDS CORP | $0 (exited) | ||
MCD | 0 | -720 | $0 |
ROYAL CARIBBEAN GROUP | $0 (exited) | ||
NOTE 6 | 0 | -6,474 | $0 |
SNOWFLAKE INC | $0 (exited) | ||
SNOW | 0 | -1,092 | $0 |
2SEVENTY BIO INC | $0 (exited) | ||
TSVT | 0 | -42,248 | $0 |
PROSHARES TR | $0 (exited) | ||
UPRO | 0 | -4,727 | $0 |
ISHARES TR | 0 | -15,163 | $0 (exited) |
USMV | 0 | -15,163 | $0 |
See Summary: Triton Wealth Management PLLC Top Holdings
See Details: Top 10 Stocks Held By Triton Wealth Management PLLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
URTY | +32,816 | +$1,659 |
FNGU | +4,526 | +$1,480 |
ROYAL CARIBBEAN GROUP | +6,205 | +$852 |
CIBR | +5,905 | +$321 |
DIS | +2,353 | +$267 |
VOOG | +864 | +$254 |
UNH | +452 | +$218 |
DTE | +1,829 | +$203 |
VIG | +1,150 | +$203 |
JPM | +1,047 | +$200 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
USMV | -15,163 | -$1,186 |
RCL | -6,474 | -$775 |
GOOGL | -3,542 | -$485 |
UPRO | -4,727 | -$247 |
LIT | -4,833 | -$234 |
HON | -1,132 | -$233 |
MCD | -720 | -$211 |
SNOW | -1,092 | -$202 |
TSVT | -42,248 | $UNCH |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
BUFR | +69,257 | +$2,228 |
WMT | +16,159 | +$513 |
CCL | +14,846 | +$137 |
AAL | +7,985 | +$128 |
SCHA | +3,191 | +$154 |
FMHI | +3,098 | +$147 |
TQQQ | +2,684 | +$347 |
HUT | +2,490 | +$14 |
CVX | +856 | +$156 |
APA | +449 | -$50 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
KNX | -256,450 | -$14,440 |
HBIO | -13,234 | -$76 |
SCHG | -5,106 | +$2,232 |
FXL | -3,885 | -$304 |
TSLA | -2,131 | -$1,096 |
BROS | -1,700 | -$34 |
AMZN | -945 | +$854 |
FTCS | -646 | -$44 |
BA | -621 | -$304 |
Size ($ in 1000's)
At 03/31/2024: $150,797 At 12/31/2023: $152,307 Triton Wealth Management PLLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Triton Wealth Management PLLC 13F filings. Link to 13F filings: SEC filings |