Triton Wealth Management, PLLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 25, 2024), Triton Wealth Management, PLLC reported 76 stock positions worth $144.4 million. Its top holding was Knight-Swift Transportation (KNX) at 23.4% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 19.0%) and Invesco QQQ Trust Series 1 (QQQ, 8.7%). Compared with Q4 2023, it opened 9 new positions, sold out of 8, added to 27 and reduced 32. The biggest buy was FT Vest Lad Buffervetf-Usd I (BUFR, shares +30%) and the biggest sale Knight-Swift Transportation (KNX, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- SUN CITY, AZ
- CIK
- 0001791126
- Portfolio Value
- $144.4M (Q1 2024)
- SEC Filing
- 0001085146-24-002023 ↗ filed Apr 25, 2024
Holdings Value
Holdings 76 stocks · $144.4M
| KNX Knight-Swift Transportation | 23.36% | 700,533 | $33.7M | Reduce -26.8% |
| SCHG Schwab US Large-Cap Growth | 19.05% | 307,854 | $27.5M | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 8.73% | 29,549 | $12.6M | Reduce -1.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 5.77% | 300,874 | $8.3M | Add +29.9% |
| AMZN Amazon.com Inc. | 3.81% | 31,010 | $5.5M | Reduce -3.0% |
| NVDA Nvidia Corp. | 3.25% | 5,713 | $4.7M | Add +7.7% |
| AAPL Apple Inc. | 3.06% | 26,229 | $4.4M | Reduce -0.1% |
| FXL First Trust Technology Alpha | 2.98% | 33,790 | $4.3M | Reduce -10.3% |
| MSFT Microsoft Corp. | 1.75% | 6,195 | $2.5M | Add +5.6% |
| COST Costco Wholesale Corp. | 1.75% | 3,488 | $2.5M | Add +9.8% |
| SCHD Schwab US DVD Equity ETF | 1.66% | 30,884 | $2.4M | Reduce -1.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.58% | 32,313 | $2.3M | Reduce -0.6% |
| FTA First Trust L C Val Alp | 1.24% | 24,138 | $1.8M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.94% | 2,681 | $1.4M | Reduce -0.8% |
| URTY Proshares Ultrapro RUSS2000 | 0.93% | 32,816 | $1.3M | New |
| BANK MONTREAL QUE | 0.90% | 4,526 | $1.3M | New |
| TSLA Tesla Inc. | 0.86% | 7,639 | $1.2M | Reduce -21.8% |
| WMT Walmart Inc. | 0.85% | 20,676 | $1.2M | Add +52.6% |
| META Meta Platforms Inc. Class A | 0.83% | 2,435 | $1.2M | Reduce -0.3% |
| TQQQ Proshares Ultrapro QQQ | 0.72% | 19,436 | $1.0M | Add +16.0% |
| XOM Exxon Mobil Corp. | 0.72% | 8,622 | $1.0M | Add +0.1% |
| FMHI First Trust Municipal High I | 0.66% | 19,927 | $947K | Add +18.4% |
| APA Apa Corp. | 0.64% | 28,943 | $922K | Add +1.6% |
| GOOG Alphabet Inc. Class C | 0.62% | 5,566 | $890K | Add +2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 2,193 | $888K | No change |
| ROYAL CARIBBEAN CRUISES (RCL 6 08/15/25) | 0.59% | 6,205 | $852K | Reduce -4.2% |
| PEP Pepsico Inc. | 0.59% | 4,879 | $850K | No change |
| VOO Vanguard S&P 500 ETF | 0.47% | 1,462 | $678K | Add +28.4% |
| DVN Devon Energy Corp. | 0.47% | 13,014 | $677K | Reduce -2.2% |
| MGM MGM Resorts International | 0.46% | 15,614 | $666K | Reduce -2.5% |
| BLDR Builders Firstsource Inc. | 0.44% | 3,377 | $629K | Reduce -3.1% |
| ORCL Oracle Corp. | 0.40% | 5,040 | $578K | No change |
| CCL Carnival Corp. | 0.39% | 38,184 | $570K | Add +63.6% |
| NEE Nextera Energy Inc. | 0.39% | 8,513 | $561K | No change |
| HD Home Depot Inc. | 0.34% | 1,497 | $498K | Reduce -1.0% |
| LOW Lowe's Cos Inc. | 0.34% | 2,150 | $493K | Reduce -5.8% |
| BA The Boeing Co. | 0.33% | 2,881 | $482K | Reduce -17.7% |
| SCHA Schwab US Small-Cap ETF | 0.33% | 10,259 | $477K | Add +45.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.31% | 2,003 | $449K | Reduce -9.2% |
| SCHM Schwab US Mid Cap ETF | 0.30% | 5,574 | $430K | Add +3.5% |
| DAL Delta Air Lines Inc. | 0.26% | 7,903 | $381K | Reduce -5.8% |
| CVX Chevron Corp. | 0.26% | 2,333 | $379K | Add +58.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 9,718 | $372K | Add +0.0% |
| AAL American Airlines Group Inc. | 0.25% | 25,310 | $355K | Add +46.1% |
| GPN Global Payments Inc. | 0.25% | 2,802 | $354K | Reduce -11.6% |
| JNJ Johnson & Johnson | 0.24% | 2,379 | $351K | Add +3.5% |
| KMLM Kraneshares MT LC MN FT Id S | 0.24% | 11,192 | $345K | Add +0.6% |
| SO The Southern Co. | 0.24% | 4,681 | $343K | Reduce -0.2% |
| NCL CORPORATION LTD (NCLH 6 05/15/24) | 0.23% | 17,210 | $336K | Reduce -1.9% |
| VZ Verizon Communications Inc. | 0.23% | 8,426 | $330K | Reduce -1.3% |
| MRK Merck & Co. Inc. | 0.23% | 2,601 | $330K | Add +13.0% |
| LUV Southwest Airlines Co. | 0.23% | 11,252 | $327K | Reduce -4.4% |
| CIBR First Trust Nasdaq Cybersecu | 0.22% | 5,905 | $321K | New |
| FEX First Trust Large Cap Core A | 0.21% | 3,244 | $309K | Add +0.1% |
| OXY Occidental Petroleum Corp. | 0.21% | 4,598 | $309K | Reduce -4.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 1,211 | $303K | Add +0.3% |
| AGNC AGNC Investment Corp. | 0.21% | 32,371 | $301K | Add +0.7% |
| V Visa Inc. Class A | 0.21% | 1,089 | $301K | Add +2.9% |
| CMRE Costamare Inc. | 0.19% | 24,915 | $281K | Add +0.1% |
| CMA Comerica Inc. | 0.19% | 5,202 | $273K | Reduce -6.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 2,353 | $267K | New |
| PKW Invesco Buyback Achievers Et | 0.18% | 2,528 | $262K | No change |
| FTCS First Trust Capital Strength | 0.18% | 3,100 | $255K | Reduce -17.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.18% | 864 | $254K | New |
| BROS Dutch Bros Inc. Class A | 0.17% | 8,607 | $244K | Reduce -16.5% |
| ABBV Abbvie Inc. | 0.17% | 1,441 | $243K | Add +16.2% |
| COP Conocophillips | 0.16% | 1,790 | $230K | No change |
| UNH Unitedhealth Group Inc. | 0.15% | 452 | $218K | New |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 1,150 | $203K | New |
| DTE DTE Energy Company | 0.14% | 1,829 | $203K | New |
| JPM JPMorgan Chase & Co. | 0.14% | 1,047 | $200K | New |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.11% | 12,118 | $156K | Reduce -3.3% |
| HUT Hut 8 Corp. | 0.08% | 12,490 | $117K | Add +24.9% |
| HBIO Harvard Bioscience Inc. | 0.03% | 13,413 | $50K | Reduce -49.7% |
| NIKOLA CORP | 0.02% | 35,100 | $22K | No change |
| DNN Denison Mines Corp. | 0.01% | 10,000 | $20K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| KNX Knight-Swift Transportation | Reduce -26.8% | 23.36% | −11.42 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.78 |
| TSLA Tesla Inc. | Reduce -21.8% | 0.86% | −0.68 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.32 |
| BA The Boeing Co. | Reduce -17.7% | 0.33% | −0.23 |
| UPRO Proshares Ultrapro S&P 500 | Sold out | 0.00% | −0.16 |
| LIT Global X Lithium & Battery T | Sold out | 0.00% | −0.15 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.15 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.14 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.13 |
| TSVT 2SEVENTY Bio Inc. | Sold out | 0.00% | −0.10 |
| AAPL Apple Inc. | Reduce -0.1% | 3.06% | −0.09 |
| HBIO Harvard Bioscience Inc. | Reduce -49.7% | 0.03% | −0.05 |
| FXL First Trust Technology Alpha | Reduce -10.3% | 2.98% | −0.04 |
| BROS Dutch Bros Inc. Class A | Reduce -16.5% | 0.17% | −0.04 |
| FTCS First Trust Capital Strength | Reduce -17.3% | 0.18% | −0.02 |
| GPN Global Payments Inc. | Reduce -11.6% | 0.25% | −0.02 |
| CMA Comerica Inc. | Reduce -6.6% | 0.19% | −0.01 |
| MGM MGM Resorts International | Reduce -2.5% | 0.46% | −0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -9.2% | 0.31% | +0.00 |
| VZ Verizon Communications Inc. | Reduce -1.3% | 0.23% | +0.01 |
| HD Home Depot Inc. | Reduce -1.0% | 0.34% | +0.01 |
| LUV Southwest Airlines Co. | Reduce -4.4% | 0.23% | +0.01 |
| F Ford Motor Co. | Reduce -3.3% | 0.11% | +0.01 |
| SO The Southern Co. | Reduce -0.2% | 0.24% | +0.02 |
| LOW Lowe's Cos Inc. | Reduce -5.8% | 0.34% | +0.02 |
| OXY Occidental Petroleum Corp. | Reduce -4.2% | 0.21% | +0.03 |
| NCL CORPORATION LTD (NCLH 6 05/15/24) | Reduce -1.9% | 0.23% | +0.03 |
| DAL Delta Air Lines Inc. | Reduce -5.8% | 0.26% | +0.05 |
| DVN Devon Energy Corp. | Reduce -2.2% | 0.47% | +0.07 |
| BLDR Builders Firstsource Inc. | Reduce -3.1% | 0.44% | +0.07 |
| ROYAL CARIBBEAN CRUISES (RCL 6 08/15/25) | Reduce -4.2% | 0.59% | +0.08 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.9% | 1.66% | +0.09 |
| FTA First Trust L C Val Alp | Reduce -1.0% | 1.24% | +0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 0.94% | +0.11 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.6% | 1.58% | +0.23 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 0.83% | +0.27 |
| AMZN Amazon.com Inc. | Reduce -3.0% | 3.81% | +0.76 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.5% | 8.73% | +0.92 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.6% | 19.05% | +2.45 |
Portfolio Buys Q4 2023 → Q1 2024
| BUFR FT Vest Lad Buffervetf-Usd I | Add +29.9% | 5.77% | +1.76 |
| NVDA Nvidia Corp. | Add +7.7% | 3.25% | +1.57 |
| URTY Proshares Ultrapro RUSS2000 | New | 0.93% | +0.93 |
| BANK MONTREAL QUE | New | 0.90% | +0.90 |
| COST Costco Wholesale Corp. | Add +9.8% | 1.75% | +0.39 |
| WMT Walmart Inc. | Add +52.6% | 0.85% | +0.38 |
| MSFT Microsoft Corp. | Add +5.6% | 1.75% | +0.33 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.22% | +0.22 |
| TQQQ Proshares Ultrapro QQQ | Add +16.0% | 0.72% | +0.22 |
| DIS The Walt Disney Co. | New | 0.18% | +0.18 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.18% | +0.18 |
| UNH Unitedhealth Group Inc. | New | 0.15% | +0.15 |
| VOO Vanguard S&P 500 ETF | Add +28.4% | 0.47% | +0.15 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.72% | +0.14 |
| VIG Vanguard Dividend Apprec ETF | New | 0.14% | +0.14 |
| DTE DTE Energy Company | New | 0.14% | +0.14 |
| JPM JPMorgan Chase & Co. | New | 0.14% | +0.14 |
| CCL Carnival Corp. | Add +63.6% | 0.39% | +0.14 |
| FMHI First Trust Municipal High I | Add +18.4% | 0.66% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +2.1% | 0.62% | +0.12 |
| SCHA Schwab US Small-Cap ETF | Add +45.1% | 0.33% | +0.12 |
| CVX Chevron Corp. | Add +58.0% | 0.26% | +0.12 |
| AAL American Airlines Group Inc. | Add +46.1% | 0.25% | +0.10 |
| MRK Merck & Co. Inc. | Add +13.0% | 0.23% | +0.05 |
| BAC Bank of America Corp. | Add +0.0% | 0.26% | +0.04 |
| SCHM Schwab US Mid Cap ETF | Add +3.5% | 0.30% | +0.04 |
| ABBV Abbvie Inc. | Add +16.2% | 0.17% | +0.04 |
| KMLM Kraneshares MT LC MN FT Id S | Add +0.6% | 0.24% | +0.03 |
| V Visa Inc. Class A | Add +2.9% | 0.21% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.21% | +0.02 |
| FEX First Trust Large Cap Core A | Add +0.1% | 0.21% | +0.02 |
| CMRE Costamare Inc. | Add +0.1% | 0.19% | +0.01 |
| AGNC AGNC Investment Corp. | Add +0.7% | 0.21% | +0.01 |
| APA Apa Corp. | Add +1.6% | 0.64% | +0.00 |
| JNJ Johnson & Johnson | Add +3.5% | 0.24% | 0.00 |
| HUT Hut 8 Corp. | Add +24.9% | 0.08% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 133 | $325.5M | SCHG, SPMO, QQQ, AAPL, NVDA |
| Q1 2026 | 124 | $269.5M | SCHG, SPMO, QQQ, BUFR, AAPL |
| Q4 2025 | 126 | $265.9M | SCHG, SPMO, QQQ, BUFR, AAPL |
| Q3 2025 | 111 | $263.1M | SCHG, SPMO, KNX, QQQ, BUFR |
| Q2 2025 | 107 | $234.4M | SCHG, KNX, SPMO, QQQ, BUFR |
| Q4 2024 | 94 | $194.2M | KNX, SCHG, QQQ, BUFR, AAPL |
| Q3 2024 | 89 | $176.0M | KNX, SCHG, QQQ, BUFR, AAPL |
| Q2 2024 | 84 | $171.2M | KNX, SCHG, QQQ, BUFR, NVDA |
| Q1 2024 | 76 | $144.4M | KNX, SCHG, QQQ, BUFR, AMZN |