Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRITON WEALTH MANAGEMENT PLLC | 11-14-2023 | 09-30-2023 | 73 | 148,660,874 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 1 | $53,610,292 | 1,066,871 | 0.04 | 0.04 | -146,642 | -12.08 | 09-30-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 2 | $23,179,006 | 310,011 | 0.02 | 0.01 | -32,966 | -9.61 | 09-30-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $11,324,208 | 30,823 | 0.01 | 0.01 | -7,478 | -19.52 | 09-30-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQ | 4 | $6,639,770 | 267,518 | 0.00 | 0.00 | 84,226 | 45.95 | 09-30-2023 |
