Fund HoldingsTriumph Capital Management

Total Portfolio Value
$256.06M
Total Bought
$223.39M
Total Sold
$212.54M
Net Transaction
+$10.85M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0247,038+247,038014,7845.77%+14,784
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
0220,850+220,85009,5083.71%+9,508
FIRST TR EXCH TRADED FD III0488,579+488,57908,4823.31%+8,482
FIRST TR LRGE CP CORE ALPHA
COM SHS
081,985+81,98507,9523.11%+7,952
SPDR S&P 500 ETF TR(SPY)014,491+14,49107,9123.09%+7,912
VANGUARD BD INDEX FDS098,379+98,37907,0882.77%+7,088
ISHARES TR029,518+29,51805,9892.34%+5,989
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0117,954+117,95405,9532.32%+5,953
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
0103,064+103,06405,6432.20%+5,643
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
0153,153+153,15305,1122.00%+5,112
ISHARES TR059,216+59,21604,8011.88%+4,801
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
095,766+95,76604,6611.82%+4,661
ISHARES TR07,708+7,70804,2181.65%+4,218
FIRST TR EXCHANGE-TRADED FD048,231+48,23104,0531.58%+4,053
INVESCO QQQ TR08,246+8,24603,9571.55%+3,957
ISHARES TR
MSCI USA QLT FCT
019,732+19,73203,3691.32%+3,369
INVESCO EXCH TRADED FD TR II
SR LN ETF
0144,308+144,30803,0361.19%+3,036
BERKSHIRE HATHAWAY INC DEL05,910+5,91002,4040.94%+2,404
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
041,399+41,39902,3460.92%+2,346
INNOVATOR ETFS TRUST
US EQT ULTRA BF
078,598+78,59802,2820.89%+2,282
SPDR DOW JONES INDL AVERAGE(DIA)05,511+5,51102,1600.84%+2,160
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
069,092+69,09202,1370.83%+2,137
NVIDIA CORPORATION(NVDA)1,94330,164+28,2211,7563,7261.46%+1,971
AON PLC(AON)06,649+6,64901,9520.76%+1,952
GOLDMAN SACHS ETF TR019,368+19,36801,9380.76%+1,938
VANECK ETF TRUST
MRNGSTR WDE MOAT
021,582+21,58201,8690.73%+1,869
PACER FDS TR
US CASH COWS 100
031,061+31,06101,6930.66%+1,693
ARM HOLDINGS PLC010,200+10,20001,6690.65%+1,669
PALANTIR TECHNOLOGIES INC(PLTR)065,630+65,63001,6620.65%+1,662
GLOBAL X FDS
US PFD ETF
081,566+81,56601,6050.63%+1,605
SELECT SECTOR SPDR TR
ST STR REAL ETF
039,960+39,96001,5350.60%+1,535
FIRST TR VALUE LINE DIVID IN
SHS
037,224+37,22401,5170.59%+1,517
NEOS ETF TRUST
NEOS S&P 500 HI
027,680+27,68001,3880.54%+1,388
TAIWAN SEMICONDUCTOR MFG LTD(TSM)07,925+7,92501,3800.54%+1,380
SPDR S&P MIDCAP 400 ETF TR(MDY)02,494+2,49401,3390.52%+1,339
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
026,042+26,04201,3160.51%+1,316
CROWDSTRIKE HLDGS INC(CRWD)03,296+3,29601,2630.49%+1,263
INNOVATIVE INDL PPTYS INC(IIPR)011,340+11,34001,2600.49%+1,260
BAIN CAP SPECIALTY FIN INC(BCSF)076,744+76,74401,2540.49%+1,254
SPDR SER TR
ST STR SP600 SML
030,037+30,03701,2470.49%+1,247
GLOBAL X FDS
SUPERDIVIDEND
055,614+55,61401,2250.48%+1,225
ARES CAPITAL CORP(ARCC)058,716+58,71601,2240.48%+1,224
ORGANON & CO(OGN)058,977+58,97701,2210.48%+1,221
ISHARES TR04,576+4,57601,2010.47%+1,201
SPDR SER TR
ST STR BLO 1 ETF
012,819+12,81901,1770.46%+1,177
ISHARES TR011,929+11,92901,1580.45%+1,158
ALPS ETF TR
SMITH CORE PLUS
045,330+45,33001,1540.45%+1,154
ISHARES TR012,638+12,63801,0980.43%+1,098
ISHARES TR014,319+14,31901,0350.40%+1,035
ICAHN ENTERPRISES LP(IEP)062,147+62,14701,0240.40%+1,024
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
021,218+21,21801,0200.40%+1,020
ISHARES TR010,039+10,03901,0110.39%+1,011
SPDR INDEX SHS FDS
ST STR PO EX ETF
028,737+28,73701,0080.39%+1,008
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
017,762+17,76209860.38%+986
SELECT SECTOR SPDR TR
ST STR FINL ETF
023,912+23,91209830.38%+983
SPDR SER TR
ST STR PR SP1500
014,746+14,74609780.38%+978
FIDELITY COVINGTON TRUST012,066+12,06609770.38%+977
GOLUB CAP BDC INC(GBDC)060,795+60,79509550.37%+955
APPLE INC(AAPL)13,75015,605+1,8552,3383,2871.28%+949
FIRST TR EXCHANGE TRADED FD033,028+33,02809240.36%+924
SPDR INDEX SHS FDS
ST PORT MARK ETF
023,253+23,25308760.34%+876
BLACKSTONE SECD LENDING FD(BXSL)027,668+27,66808680.34%+868
GLOBAL X FDS
NASDAQ 100 COVER
045,579+45,57908130.32%+813
GILEAD SCIENCES INC(GILD)7,92820,199+12,2715781,3860.54%+808
AMPLIFY ETF TR066,205+66,20507950.31%+795
ISHARES TR
MSCI INTL QUALTY
019,893+19,89307770.30%+777
CONFLUENT INC026,000+26,00007680.30%+768
GLOBAL X FDS
GLOBAL X URANIUM
026,254+26,25407610.30%+761
BOEING CO(BA)3,3677,592+4,2256381,3820.54%+744
DEERE & CO(DE)01,952+1,95207320.29%+732
COMCAST CORP NEW(CCZ)018,677+18,67707310.29%+731
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY M
024,550+24,55007300.29%+730
META PLATFORMS INC(META)01,434+1,43407230.28%+723
SNOWFLAKE INC(SNOW)05,233+5,23307070.28%+707
INNOVATOR ETFS TRUST
NASDAQ 100
025,513+25,51307000.27%+700
ISHARES TR05,203+5,20306870.27%+687
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
06,545+6,54506840.27%+684
PACER FDS TR
US SM CAP CA ETF
015,250+15,25006640.26%+664
BCE INC(BCE)020,065+20,06506640.26%+664
BROADCOM INC(AVGO)0406+40606520.25%+652
PROSHARES TR
S&P 500 DV ARIST
06,674+6,67406450.25%+645
INTER & CO INC(INTR)0103,941+103,94106390.25%+639
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
027,121+27,12106060.24%+606
ROYCE SMALL CAP TRUST INC(RVT)041,770+41,77006040.24%+604
SELECT SECTOR SPDR TR
ST STR DISCR ETF
03,282+3,28205990.23%+599
PROSHARES TR
BITCOIN ETF
026,354+26,35405930.23%+593
MONDELEZ INTL INC(MDLZ)08,953+8,95305900.23%+590
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
019,494+19,49405850.23%+585
DROPBOX INC(DBX)025,994+25,99405840.23%+584
SILA REALTY TRUST INC025,872+25,87205480.21%+548
GLOBAL X FDS
ALTERNATIVE INCM
048,048+48,04805460.21%+546
INNOVATOR ETFS TRUST
US EQT ULTRA BF
016,183+16,18305450.21%+545
GLOBAL X FDS031,139+31,13905370.21%+537
ALPHABET INC(GOOG)02,911+2,91105300.21%+530
ISHARES TR02,861+2,86105210.20%+521
HERCULES CAPITAL INC(HCXY)025,297+25,29705170.20%+517
PFIZER INC(PFE)045,968+45,96801,2860.50%+1,286
SSGA ACTIVE TR
STATE STREET US
010,118+10,11805150.20%+515
PIMCO DYNAMIC INCOME FD(PDI)027,307+27,30705140.20%+514
AGF INVTS TR
US MARKET NETRL
025,952+25,95205090.20%+509
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