Triton-Wealth-Management-Pllc

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "AAL",
  "BROS",
  "ABBV",
  null,
  "LOW",
  null,
  null,
  null,
  null,
  "HON",
  "HD",
  null,
  "MCD",
  null,
  "META",
  null,
  null,
  null,
  null,
  "APA",
  "MSFT",
  "GAB",
  "OXY",
  "ORCL",
  null,
  null,
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "MRK",
  "VZ",
  "SPYG",
  "IBM",
  "AGNC",
  "HBIO",
  "HUT",
  null,
  "VIG",
  null,
  "GPN",
  null,
  null,
  "F",
  "SGOL",
  "CMRE",
  "AMZN",
  "LUV",
  null,
  "VOOG",
  "VBK",
  "VOT",
  "VOO",
  "V",
  "WMT",
  null,
  "DTE",
  "DNN",
  "SCHD",
  "SCHG",
  null,
  "SCHA",
  "KNX",
  "MGM",
  "SO",
  null,
  null,
  null,
  null,
  "BAC",
  "BRK-B",
  "BA",
  "EAT",
  "BLDR",
  "CCL",
  "CVX",
  "CMA",
  "COP",
  "COST",
  "DVN",
  "DAL",
  "NEE",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  null,
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-03-18
Total Holdings: 94
Total Value: 194207991
Accession Number: 0001085146-25-001836
Form Type: 13F-HR
CIK: triton-wealth-management-pllc
Manager Name: Triton-Wealth-Management-Pllc

Data Enrichment

72% identified

68 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

94 positions • $194.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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69344A834

Shares:4.6K

Value:$236.6K

% of Portfolio:0.1% ($236.6K/$194.2M)

921908844

VIG|921908844

Shares:1.2K

Value:$233.8K

% of Portfolio:0.1% ($233.8K/$194.2M)

Hut 8 Corp.

HUT|44812J104

Shares:12.5K

Value:$231.5K

% of Portfolio:0.1% ($231.5K/$194.2M)

092528603

Shares:4.3K

Value:$227.3K

% of Portfolio:0.1% ($227.3K/$194.2M)

DTE ENERGY CO

DTE|233331107

Shares:1.9K

Value:$226.5K

% of Portfolio:0.1% ($226.5K/$194.2M)

464287200

IVV|464287200

Shares:380

Value:$225.8K

% of Portfolio:0.1% ($225.8K/$194.2M)

Walt Disney Co

DIS|254687106

Shares:2.2K

Value:$217.6K

% of Portfolio:0.1% ($217.6K/$194.2M)

MCDONALDS CORP

MCD|580135101

Shares:740

Value:$217.3K

% of Portfolio:0.1% ($217.3K/$194.2M)

922908595

VBK|922908595

Shares:740

Value:$210.0K

% of Portfolio:0.1% ($210.0K/$194.2M)

CONOCOPHILLIPS

COP|20825C104

Shares:1.8K

Value:$205.4K

% of Portfolio:0.1% ($205.4K/$194.2M)

FORD MOTOR CO

F|345370860

Shares:12.5K

Value:$140.1K

% of Portfolio:0.1% ($140.1K/$194.2M)

GABELLI EQUITY TRUST INC

GAB|362397101

Shares:11.0K

Value:$61.4K

% of Portfolio:0.0% ($61.4K/$194.2M)

HARVARD BIOSCIENCE INC

HBIO|416906105

Shares:10.9K

Value:$30.0K

% of Portfolio:0.0% ($30.0K/$194.2M)

DENISON MINES CORP.

DNN|248356107

Shares:10.0K

Value:$20.5K

% of Portfolio:0.0% ($20.5K/$194.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip69344A834)✕	4.6K	QoQ NEW(+4.6K) YoY-	All Managers (Combined)	$236.6K	0.1% ($236.6K/$194.2M)	QoQ NEW(+$236.6K) YoY-
(VIGcusip921908844)	1.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$233.8K	0.1% ($233.8K/$194.2M)	QoQ +2.21% (+$5.1K) YoY-
Hut 8 Corp.(HUTcusip44812J104)	12.5K	QoQ -0.07% (-9) YoY-	All Managers (Combined)	$231.5K	0.1% ($231.5K/$194.2M)	QoQ +62.07% (-$88.7K) YoY-
(cusip092528603)✕	4.3K	QoQ NEW(+4.3K) YoY-	All Managers (Combined)	$227.3K	0.1% ($227.3K/$194.2M)	QoQ NEW(+$227.3K) YoY-
DTE ENERGY CO(DTEcusip233331107)	1.9K	QoQ +0.75% (-14) YoY-	All Managers (Combined)	$226.5K	0.1% ($226.5K/$194.2M)	QoQ -4.59% (-$10.9K) YoY-
(IVVcusip464287200)	380	QoQ NEW(+380) YoY-	All Managers (Combined)	$225.8K	0.1% ($225.8K/$194.2M)	QoQ NEW(+$225.8K) YoY-
Walt Disney Co(DIScusip254687106)	2.2K	QoQ -4.34% (-100) YoY-	All Managers (Combined)	$217.6K	0.1% ($217.6K/$194.2M)	QoQ +0.29% (-$630) YoY-
MCDONALDS CORP(MCDcusip580135101)	740	QoQ +2.77% (-20) YoY-	All Managers (Combined)	$217.3K	0.1% ($217.3K/$194.2M)	QoQ -0.56% (-$1.2K) YoY-
(VBKcusip922908595)	740	QoQ -5.85% (-46) YoY-	All Managers (Combined)	$210.0K	0.1% ($210.0K/$194.2M)	QoQ +0.94% (-$2.0K) YoY-
CONOCOPHILLIPS(COPcusip20825C104)	1.8K	QoQ NEW(+1.8K) YoY-	All Managers (Combined)	$205.4K	0.1% ($205.4K/$194.2M)	QoQ NEW(+$205.4K) YoY-
FORD MOTOR CO(Fcusip345370860)	12.5K	QoQ +5.05% (+603) YoY-	All Managers (Combined)	$140.1K	0.1% ($140.1K/$194.2M)	QoQ +9.27% (+$11.9K) YoY-
GABELLI EQUITY TRUST INC(GABcusip362397101)	11.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$61.4K	0.0% ($61.4K/$194.2M)	QoQ +2.56% (+$1.5K) YoY-
HARVARD BIOSCIENCE INC(HBIOcusip416906105)	10.9K	QoQ -11.82% (-1.5K) YoY-	All Managers (Combined)	$30.0K	0.0% ($30.0K/$194.2M)	QoQ -4.00% (-$1.3K) YoY-
DENISON MINES CORP.(DNNcusip248356107)	10.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$20.5K	0.0% ($20.5K/$194.2M)	QoQ +8.36% (+$1.6K) YoY-