Asset Manager
← All Institutions
Triton Wealth Management, PLLC
13211 N 103RD AVE, STE. 4, SUN CITY, AZ 85351 • (623) 332-1266
Market Value
$0
-100.0%
Holdings
91
-2
New Purchases
0
Added To
0
Closed
91
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 71.1% |
| Technology | 10.8% |
| Consumer Cyclical | 7.2% |
| Consumer Defensive | 2.8% |
| Industrials | 2.6% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 30 | $0 | 0% |
| Large Cap | 38 | $0 | 0% |
| Mid Cap | 14 | $0 | 0% |
| Small Cap | 8 | $0 | 0% |
| Micro Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$424.5B
Median Market Cap
$43.6B
Avg P/E
40.9
Median P/E
24.4
Avg Dividend Yield
0.02%
Avg Beta
1.11
# Stocks
53
# ETFs / Funds
38
Top Holdings (91 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | KNX | —% | — | — | — | -$46M | -780,933 | -100.0% | SOLD |
| 2 | XOM | —% | — | — | — | -$1M | -9,163 | -100.0% | SOLD |
| 3 | BROS | —% | — | — | — | -$284K | -8,070 | -100.0% | SOLD |
| 4 | NEE | —% | — | — | — | -$650K | -8,721 | -100.0% | SOLD |
| 5 | HD | —% | — | — | — | -$614K | -1,577 | -100.0% | SOLD |
| 6 | BLDR | —% | — | — | — | -$606K | -3,442 | -100.0% | SOLD |
| 7 | DVN | —% | — | — | — | -$499K | -12,376 | -100.0% | SOLD |
| 8 | ABBV | —% | — | — | — | -$277K | -1,376 | -100.0% | SOLD |
| 9 | MGM | —% | — | — | — | -$548K | -14,611 | -100.0% | SOLD |
| 10 | VZ | —% | — | — | — | -$346K | -8,405 | -100.0% | SOLD |
| 11 | COP | —% | — | — | — | -$205K | -1,790 | -100.0% | SOLD |
| 12 | LUV | —% | — | — | — | -$315K | -10,028 | -100.0% | SOLD |
| 13 | CVX | —% | — | — | — | -$461K | -2,913 | -100.0% | SOLD |
| 14 | IBM | —% | — | — | — | -$271K | -1,274 | -100.0% | SOLD |
| 15 | EAT | —% | — | — | — | -$342K | -2,932 | -100.0% | SOLD |
| 16 | CCL | —% | — | — | — | -$892K | -36,780 | -100.0% | SOLD |
| 17 | JPM | —% | — | — | — | -$571K | -2,314 | -100.0% | SOLD |
| 18 | BAC | —% | — | — | — | -$504K | -11,138 | -100.0% | SOLD |
| 19 | SO | —% | — | — | — | -$399K | -4,560 | -100.0% | SOLD |
| 20 | V | —% | — | — | — | -$391K | -1,277 | -100.0% | SOLD |
| 21 | OKLO | —% | — | — | — | -$559K | -25,411 | -100.0% | SOLD |
| 22 | DAL | —% | — | — | — | -$458K | -7,349 | -100.0% | SOLD |
| 23 | LOW | —% | — | — | — | -$597K | -2,274 | -100.0% | SOLD |
| 24 | APA | —% | — | — | — | -$590K | -23,750 | -100.0% | SOLD |
| 25 | BA | —% | — | — | — | -$376K | -2,527 | -100.0% | SOLD |
| 26 | MRK | —% | — | — | — | -$263K | -2,603 | -100.0% | SOLD |
| 27 | MCD | —% | — | — | — | -$217K | -740 | -100.0% | SOLD |
| 28 | OXY | —% | — | — | — | -$238K | -4,600 | -100.0% | SOLD |
| 29 | JNJ | —% | — | — | — | -$731K | -4,623 | -100.0% | SOLD |
| 30 | GAB | —% | — | — | — | -$61K | -10,975 | -100.0% | SOLD |
| 31 | GPN | —% | — | — | — | -$290K | -2,532 | -100.0% | SOLD |
| 32 | DTE | —% | — | — | — | -$227K | -1,859 | -100.0% | SOLD |
| 33 | UNH | —% | — | — | — | -$295K | -493 | -100.0% | SOLD |
| 34 | COST | —% | — | — | — | -$3M | -3,461 | -100.0% | SOLD |
| 35 | DIS | —% | — | — | — | -$218K | -2,203 | -100.0% | SOLD |
| 36 | PAAA | —% | — | — | — | -$237K | -4,629 | -100.0% | SOLD |
| 37 | CIBR | —% | — | — | — | -$486K | -7,707 | -100.0% | SOLD |
| 38 | AMZN | —% | — | — | — | -$6M | -30,489 | -100.0% | SOLD |
| 39 | AAPL | —% | — | — | — | -$9M | -38,055 | -100.0% | SOLD |
| 40 | DGRW | —% | — | — | — | -$528K | -6,233 | -100.0% | SOLD |
| 41 | AGNCZ | —% | — | — | — | -$429K | -45,674 | -100.0% | SOLD |
| 42 | BUFR | —% | — | — | — | -$9M | -307,019 | -100.0% | SOLD |
| 43 | HON | —% | — | — | — | -$250K | -1,156 | -100.0% | SOLD |
| 44 | META | —% | — | — | — | -$2M | -3,007 | -100.0% | SOLD |
| 45 | BINC | —% | — | — | — | -$227K | -4,331 | -100.0% | SOLD |
| 46 | AAL | —% | — | — | — | -$426K | -30,370 | -100.0% | SOLD |
| 47 | SCHD | —% | — | — | — | -$3M | -104,342 | -100.0% | SOLD |
| 48 | FXL | —% | — | — | — | -$5M | -34,106 | -100.0% | SOLD |
| 49 | IVV | —% | — | — | — | -$226K | -380 | -100.0% | SOLD |
| 50 | PEP | —% | — | — | — | -$919K | -5,570 | -100.0% | SOLD |
| 51 | QQQM | —% | — | — | — | -$427K | -2,051 | -100.0% | SOLD |
| 52 | VTI | —% | — | — | — | -$423K | -1,440 | -100.0% | SOLD |
| 53 | VOOG | —% | — | — | — | -$290K | -809 | -100.0% | SOLD |
| 54 | TQQQ | —% | — | — | — | -$2M | -21,178 | -100.0% | SOLD |
| 55 | FTCS | —% | — | — | — | -$246K | -2,675 | -100.0% | SOLD |
| 56 | FTA | —% | — | — | — | -$2M | -23,910 | -100.0% | SOLD |
| 57 | FEX | —% | — | — | — | -$353K | -3,250 | -100.0% | SOLD |
| 58 | NVDA | —% | — | — | — | -$7M | -51,074 | -100.0% | SOLD |
| 59 | SCHG | —% | — | — | — | -$35M | -1,283,917 | -100.0% | SOLD |
| 60 | VIG | —% | — | — | — | -$234K | -1,160 | -100.0% | SOLD |
| 61 | SGOL | —% | — | — | — | -$306K | -12,057 | -100.0% | SOLD |
| 62 | SPYG | —% | — | — | — | -$2M | -26,803 | -100.0% | SOLD |
| 63 | SPY | —% | — | — | — | -$2M | -2,863 | -100.0% | SOLD |
| 64 | WMT | —% | — | — | — | -$2M | -27,469 | -100.0% | SOLD |
| 65 | FMHI | —% | — | — | — | -$1M | -27,851 | -100.0% | SOLD |
| 66 | GOOG | —% | — | — | — | -$1M | -6,570 | -100.0% | SOLD |
| 67 | SDVY | —% | — | — | — | -$257K | -6,594 | -100.0% | SOLD |
| 68 | MSFT | —% | — | — | — | -$3M | -7,052 | -100.0% | SOLD |
| 69 | QQQ | —% | — | — | — | -$17M | -33,024 | -100.0% | SOLD |
| 70 | TECL | —% | — | — | — | -$2M | -15,881 | -100.0% | SOLD |
| 71 | QQQE | —% | — | — | — | -$357K | -3,840 | -100.0% | SOLD |
| 72 | PKW | —% | — | — | — | -$303K | -2,528 | -100.0% | SOLD |
| 73 | TSLA | —% | — | — | — | -$3M | -8,745 | -100.0% | SOLD |
| 74 | VOT | —% | — | — | — | -$491K | -1,912 | -100.0% | SOLD |
| 75 | URTY | —% | — | — | — | -$775K | -12,295 | -100.0% | SOLD |
| 76 | VBK | —% | — | — | — | -$210K | -740 | -100.0% | SOLD |
| 77 | DNN | —% | — | — | — | -$20K | -10,000 | -100.0% | SOLD |
| 78 | CGDV | —% | — | — | — | -$296K | -8,024 | -100.0% | SOLD |
| 79 | HUT.TO | —% | — | — | — | -$232K | -12,454 | -100.0% | SOLD |
| 80 | SCHA | —% | — | — | — | -$334K | -12,150 | -100.0% | SOLD |
| 81 | NOBL | —% | — | — | — | -$382K | -3,604 | -100.0% | SOLD |
| 82 | SPHD | —% | — | — | — | -$337K | -6,712 | -100.0% | SOLD |
| 83 | SCHM | —% | — | — | — | -$447K | -15,403 | -100.0% | SOLD |
| 84 | BRK-B | —% | — | — | — | -$1M | -2,153 | -100.0% | SOLD |
| 85 | VOO | —% | — | — | — | -$870K | -1,600 | -100.0% | SOLD |
| 86 | ORCL | —% | — | — | — | -$1M | -5,584 | -100.0% | SOLD |
| 87 | KMLM | —% | — | — | — | -$313K | -11,192 | -100.0% | SOLD |
| 88 | F-PD | —% | — | — | — | -$140K | -12,523 | -100.0% | SOLD |
| 89 | CMRE-PC | —% | — | — | — | -$363K | -25,129 | -100.0% | SOLD |
| 90 | CMA | —% | — | — | — | -$351K | -5,012 | -100.0% | SOLD |
| 91 | FNGA | —% | — | — | — | -$3M | -5,199 | -100.0% | SOLD |