Triton Wealth Management, PLLC
Top Portfolio Positions
73 positions ·
$105,599,536 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
45,929 | $26,509,300 | 25.10% | |
| AAPL |
Apple Inc.
Technology
|
38,936 | $9,881,567 | 9.36% | |
| NVDA |
Nvidia Corp
Technology
|
55,659 | $9,706,929 | 9.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,823 | $8,085,666 | 7.66% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
15,059 | $5,598,183 | 5.30% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
31,017 | $3,854,792 | 3.65% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
3,467 | $3,454,622 | 3.27% | |
| MSFT |
Microsoft Corp
Technology
|
8,274 | $3,062,786 | 2.90% | |
| KNX |
Knight-Swift Transportation Holdings Inc.
Industrials
|
49,212 | $2,833,626 | 2.68% | |
| XOM |
Exxon Mobil Corp
Energy
|
9,992 | $1,695,242 | 1.61% |
Portfolio Trend
24 quarters · across all stocks
Holdings in CMRE
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $429,581 | 25,419 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $399,850 | 25,323 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $300,263 | 25,211 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $228,433 | 25,075 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $322,907 | 25,129 | Shares | Sole | 2025-03-18 | |
| 2024-09-30 | $395,027 | 25,129 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $411,210 | 25,028 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $282,785 | 24,915 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $259,042 | 24,884 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $248,763 | 25,859 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $248,789 | 25,728 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $242,100 | 25,728 | Shares | Sole | 2023-06-26 | |
| 2022-12-31 | $257,083 | 27,703 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $246,402 | 27,531 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $331,370 | 27,386 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $462,702 | 27,138 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $343,295 | 27,138 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $421,591 | 27,217 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $321,432 | 27,217 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $259,201 | 26,944 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $221,837 | 26,792 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $163,805 | 26,986 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $163,313 | 29,373 | Shares | Sole | 2020-07-29 | |
| No 13F history on record for this holder in this stock. | ||||||