Triton Wealth Management, PLLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Triton Wealth Management, PLLC reported 84 stock positions worth $171.2 million. Its top holding was Knight-Swift Transportation (KNX) at 22.6% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 18.5%) and Invesco QQQ Trust Series 1 (QQQ, 8.5%). Compared with Q1 2024, it opened 11 new positions, sold out of 3, added to 33 and reduced 26. The biggest buy was Nvidia (NVDA, shares +19%) and the biggest sale Amazon.com (AMZN, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SUN CITY, AZ
- CIK
- 0001791126
- Portfolio Value
- $171.2M (Q2 2024)
- SEC Filing
- 0001085146-24-003858 ↗ filed Aug 14, 2024
Holdings Value
Holdings 84 stocks · $171.2M
| KNX Knight-Swift Transportation | 22.56% | 780,933 | $38.6M | Add +11.5% |
| SCHG Schwab US Large-Cap Growth | 18.54% | 311,007 | $31.7M | Add +1.0% |
| QQQ Invesco QQQ Trust Series 1 | 8.48% | 30,200 | $14.5M | Add +2.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 5.19% | 304,949 | $8.9M | Add +1.4% |
| NVDA Nvidia Corp. | 4.86% | 67,904 | $8.3M | Add +18.9% |
| AAPL Apple Inc. | 3.50% | 26,616 | $6.0M | Add +1.5% |
| AMZN Amazon.com Inc. | 3.34% | 30,637 | $5.7M | Reduce -1.2% |
| FXL First Trust Technology Alpha | 2.71% | 33,520 | $4.6M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 1.72% | 3,448 | $2.9M | Reduce -1.1% |
| SCHD Schwab US DVD Equity ETF | 1.66% | 35,327 | $2.8M | Add +14.4% |
| MSFT Microsoft Corp. | 1.61% | 6,204 | $2.8M | Add +0.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.47% | 31,020 | $2.5M | Reduce -4.0% |
| BANK MONTREAL QUE | 1.33% | 4,943 | $2.3M | Add +9.2% |
| TSLA Tesla Inc. | 1.26% | 8,746 | $2.2M | Add +14.5% |
| FTA First Trust L C Val Alp | 1.07% | 24,021 | $1.8M | Reduce -0.5% |
| WMT Walmart Inc. | 1.00% | 24,203 | $1.7M | Add +17.1% |
| TQQQ Proshares Ultrapro QQQ | 0.93% | 21,629 | $1.6M | Add +11.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.85% | 2,639 | $1.5M | Reduce -1.6% |
| FMHI First Trust Municipal High I | 0.79% | 27,668 | $1.3M | Add +38.9% |
| META Meta Platforms Inc. Class A | 0.76% | 2,659 | $1.3M | Add +9.2% |
| GOOG Alphabet Inc. Class C | 0.70% | 6,487 | $1.2M | Add +16.6% |
| URTY Proshares Ultrapro RUSS2000 | 0.61% | 18,697 | $1.0M | Reduce -43.0% |
| ROYAL CARIBBEAN CRUISES (RCL 6 08/15/25) | 0.61% | 6,134 | $1.0M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.59% | 8,913 | $1.0M | Add +3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 2,193 | $952K | No change |
| APA Apa Corp. | 0.52% | 28,946 | $888K | Add +0.0% |
| PEP Pepsico Inc. | 0.47% | 4,879 | $811K | No change |
| VOO Vanguard S&P 500 ETF | 0.43% | 1,459 | $742K | Reduce -0.2% |
| ORCL Oracle Corp. | 0.42% | 5,040 | $721K | No change |
| MGM MGM Resorts International | 0.40% | 15,511 | $679K | Reduce -0.7% |
| CCL Carnival Corp. | 0.40% | 35,581 | $679K | Reduce -6.8% |
| JNJ Johnson & Johnson | 0.39% | 4,379 | $667K | Add +84.1% |
| GOOGL Alphabet Inc. Class A | 0.38% | 3,584 | $652K | New |
| NEE Nextera Energy Inc. | 0.36% | 8,513 | $614K | No change |
| DVN Devon Energy Corp. | 0.35% | 13,018 | $598K | Add +0.0% |
| BLDR Builders Firstsource Inc. | 0.32% | 3,377 | $553K | No change |
| HD Home Depot Inc. | 0.32% | 1,499 | $539K | Add +0.1% |
| BA The Boeing Co. | 0.31% | 2,841 | $530K | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 0.30% | 2,165 | $516K | Add +0.7% |
| DGRW Wisdomtree U.S. Quality Divi | 0.29% | 6,233 | $496K | New |
| SCHA Schwab US Small-Cap ETF | 0.29% | 9,616 | $491K | Reduce -6.3% |
| AGNC AGNC Investment Corp. | 0.28% | 45,670 | $471K | Add +41.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.27% | 1,939 | $455K | Reduce -3.2% |
| JPM JPMorgan Chase & Co. | 0.25% | 2,065 | $434K | Add +97.2% |
| SCHM Schwab US Mid Cap ETF | 0.25% | 5,254 | $424K | Reduce -5.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 1,437 | $393K | Add +18.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 9,218 | $391K | Reduce -5.2% |
| SO The Southern Co. | 0.22% | 4,681 | $381K | No change |
| CMRE Costamare Inc. | 0.22% | 25,028 | $370K | Add +0.5% |
| CVX Chevron Corp. | 0.21% | 2,334 | $360K | Add +0.0% |
| NOBL Proshares S&P 500 Dividend A | 0.21% | 3,604 | $357K | New |
| NCL CORPORATION LTD (NCLH 5.375 08/01/25) | 0.20% | 17,210 | $350K | New |
| DAL Delta Air Lines Inc. | 0.20% | 7,882 | $344K | Reduce -0.3% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.20% | 3,840 | $342K | New |
| CIBR First Trust Nasdaq Cybersecu | 0.19% | 5,905 | $333K | No change |
| KMLM Kraneshares MT LC MN FT Id S | 0.19% | 11,192 | $331K | No change |
| MRK Merck & Co. Inc. | 0.19% | 2,601 | $324K | No change |
| BROS Dutch Bros Inc. Class A | 0.19% | 8,270 | $323K | Reduce -3.9% |
| FEX First Trust Large Cap Core A | 0.19% | 3,247 | $322K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.19% | 8,230 | $320K | Reduce -2.3% |
| UPRO Proshares Ultrapro S&P 500 | 0.18% | 3,952 | $317K | New |
| LUV Southwest Airlines Co. | 0.18% | 11,110 | $302K | Reduce -1.3% |
| FTCS First Trust Capital Strength | 0.17% | 3,370 | $289K | Add +8.7% |
| AAL American Airlines Group Inc. | 0.17% | 27,430 | $287K | Add +8.4% |
| V Visa Inc. Class A | 0.17% | 1,085 | $287K | Reduce -0.4% |
| OXY Occidental Petroleum Corp. | 0.16% | 4,599 | $278K | Add +0.0% |
| SGOL Abrdn Physical Gold Shares | 0.16% | 12,057 | $277K | New |
| VOOG Vanguard S&P 500 Growth ETF | 0.16% | 815 | $275K | Reduce -5.7% |
| PKW Invesco Buyback Achievers Et | 0.16% | 2,528 | $269K | No change |
| CMA Comerica Inc. | 0.16% | 5,166 | $269K | Reduce -0.7% |
| GPN Global Payments Inc. | 0.15% | 2,607 | $260K | Reduce -7.0% |
| UNH Unitedhealth Group Inc. | 0.15% | 452 | $251K | No change |
| ABBV Abbvie Inc. | 0.15% | 1,435 | $249K | Reduce -0.4% |
| HUT Hut 8 Corp. | 0.14% | 12,475 | $248K | Reduce -0.1% |
| EAT Brinker International Inc. | 0.13% | 3,282 | $218K | New |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 1,155 | $218K | Add +0.4% |
| HON Honeywell International Inc. | 0.13% | 998 | $217K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 2,353 | $214K | No change |
| DTE DTE Energy Company | 0.12% | 1,845 | $214K | Add +0.9% |
| SEM Select Medical Holdings Corp. | 0.12% | 5,535 | $214K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 789 | $206K | New |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.10% | 12,119 | $168K | Add +0.0% |
| HBIO Harvard Bioscience Inc. | 0.03% | 13,413 | $44K | No change |
| DNN Denison Mines Corp. | 0.01% | 10,000 | $20K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| AMZN Amazon.com Inc. | Reduce -1.2% | 3.34% | −0.47 |
| URTY Proshares Ultrapro RUSS2000 | Reduce -43.0% | 0.61% | −0.32 |
| FXL First Trust Technology Alpha | Reduce -0.8% | 2.71% | −0.27 |
| NCL CORPORATION LTD (NCLH 6 05/15/24) | Sold out | 0.00% | −0.23 |
| FTA First Trust L C Val Alp | Reduce -0.5% | 1.07% | −0.17 |
| COP Conocophillips | Sold out | 0.00% | −0.16 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -4.0% | 1.47% | −0.11 |
| GPN Global Payments Inc. | Reduce -7.0% | 0.15% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.6% | 0.85% | −0.08 |
| MGM MGM Resorts International | Reduce -0.7% | 0.40% | −0.06 |
| DAL Delta Air Lines Inc. | Reduce -0.3% | 0.20% | −0.06 |
| SCHM Schwab US Mid Cap ETF | Reduce -5.7% | 0.25% | −0.05 |
| LUV Southwest Airlines Co. | Reduce -1.3% | 0.18% | −0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -3.2% | 0.27% | −0.05 |
| SCHA Schwab US Small-Cap ETF | Reduce -6.3% | 0.29% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -2.3% | 0.19% | −0.04 |
| V Visa Inc. Class A | Reduce -0.4% | 0.17% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 0.43% | −0.04 |
| CMA Comerica Inc. | Reduce -0.7% | 0.16% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 1.72% | −0.03 |
| BAC Bank of America Corp. | Reduce -5.2% | 0.23% | −0.03 |
| BA The Boeing Co. | Reduce -1.4% | 0.31% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.4% | 0.15% | −0.02 |
| NIKOLA CORP | Sold out | 0.00% | −0.02 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -5.7% | 0.16% | −0.01 |
| CCL Carnival Corp. | Reduce -6.8% | 0.40% | +0.00 |
| BROS Dutch Bros Inc. Class A | Reduce -3.9% | 0.19% | +0.02 |
| ROYAL CARIBBEAN CRUISES (RCL 6 08/15/25) | Reduce -1.1% | 0.61% | +0.02 |
| HUT Hut 8 Corp. | Reduce -0.1% | 0.14% | +0.06 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +18.9% | 4.86% | +1.62 |
| AAPL Apple Inc. | Add +1.5% | 3.50% | +0.44 |
| BANK MONTREAL QUE | Add +9.2% | 1.33% | +0.43 |
| TSLA Tesla Inc. | Add +14.5% | 1.26% | +0.40 |
| GOOGL Alphabet Inc. Class A | New | 0.38% | +0.38 |
| DGRW Wisdomtree U.S. Quality Divi | New | 0.29% | +0.29 |
| NOBL Proshares S&P 500 Dividend A | New | 0.21% | +0.21 |
| NCL CORPORATION LTD (NCLH 5.375 08/01/25) | New | 0.20% | +0.20 |
| TQQQ Proshares Ultrapro QQQ | Add +11.3% | 0.93% | +0.20 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | New | 0.20% | +0.20 |
| UPRO Proshares Ultrapro S&P 500 | New | 0.18% | +0.18 |
| SGOL Abrdn Physical Gold Shares | New | 0.16% | +0.16 |
| WMT Walmart Inc. | Add +17.1% | 1.00% | +0.15 |
| JNJ Johnson & Johnson | Add +84.1% | 0.39% | +0.15 |
| FMHI First Trust Municipal High I | Add +38.9% | 0.79% | +0.13 |
| EAT Brinker International Inc. | New | 0.13% | +0.13 |
| HON Honeywell International Inc. | New | 0.13% | +0.13 |
| SEM Select Medical Holdings Corp. | New | 0.12% | +0.12 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.12% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +97.2% | 0.25% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +16.6% | 0.70% | +0.08 |
| AGNC AGNC Investment Corp. | Add +41.1% | 0.28% | +0.07 |
| CMRE Costamare Inc. | Add +0.5% | 0.22% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +18.7% | 0.23% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +14.4% | 1.66% | −0.00 |
| FTCS First Trust Capital Strength | Add +8.7% | 0.17% | −0.01 |
| F Ford Motor Co. | Add +0.0% | 0.10% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.4% | 0.13% | −0.01 |
| DTE DTE Energy Company | Add +0.9% | 0.12% | −0.02 |
| FEX First Trust Large Cap Core A | Add +0.1% | 0.19% | −0.03 |
| HD Home Depot Inc. | Add +0.1% | 0.32% | −0.03 |
| LOW Lowe's Cos Inc. | Add +0.7% | 0.30% | −0.04 |
| OXY Occidental Petroleum Corp. | Add +0.0% | 0.16% | −0.05 |
| CVX Chevron Corp. | Add +0.0% | 0.21% | −0.05 |
| META Meta Platforms Inc. Class A | Add +9.2% | 0.76% | −0.07 |
| AAL American Airlines Group Inc. | Add +8.4% | 0.17% | −0.08 |
| DVN Devon Energy Corp. | Add +0.0% | 0.35% | −0.12 |
| APA Apa Corp. | Add +0.0% | 0.52% | −0.12 |
| XOM Exxon Mobil Corp. | Add +3.4% | 0.59% | −0.13 |
| MSFT Microsoft Corp. | Add +0.1% | 1.61% | −0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.2% | 8.48% | −0.25 |
| SCHG Schwab US Large-Cap Growth | Add +1.0% | 18.54% | −0.51 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +1.4% | 5.19% | −0.57 |
| KNX Knight-Swift Transportation | Add +11.5% | 22.56% | −0.80 |
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 |