Fund HoldingsTriumph Capital Management

Total Portfolio Value
$235.58M
Total Bought
$52.33M
Total Sold
$42.47M
Net Transaction
+$9.87M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
INVESCO SENIOR LOAN ETF
SR LN ETF
0149,866+149,86603,1741.35%+3,174
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - AUGUST
US EQT ULTRA BF
88,067156,414+68,3472,5244,8082.04%+2,284
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
022,716+22,71601,9050.81%+1,905
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF039,644+39,64403,9731.69%+3,973
FIRST TRUST INDXX AEROSPACE & DEFENSE ETF63,40770,899+7,4921,6933,2641.39%+1,570
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
RISNG DIVD ACHIV
092,685+92,68504,7892.03%+4,789
SOFI TECHNOLOGIES INC COM(SOFI)176,290290,243+113,9531,4092,8881.23%+1,479
PALO ALTO NETWORKS INC COM(PANW)4,5168,473+3,9571,0592,4991.06%+1,440
ISHARES MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
018,951+18,95102,7901.18%+2,790
ISHARES RUSSELL 2000 ETF026,774+26,77405,3742.28%+5,374
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
SMITH OPPORT FXD
139,965161,710+21,7455,8867,2133.06%+1,327
DEXCOM INC COM(DXCM)09,004+9,00401,1170.47%+1,117
INTEL CORP COM(INTC)7,95727,777+19,8202831,3960.59%+1,113
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
FT VEST S&P 500
020,908+20,90801,0810.46%+1,081
FIRST TRUST PREFERRED SECURITIES & INCOME ETF471,716510,642+38,9267,5338,6093.65%+1,076
NEOS S&P 500 HIGH INCOME ETF
NEOS S&P 500 HI
022,072+22,07201,0640.45%+1,064
VANGUARD TOTAL BOND MARKET ETF66,29277,138+10,8464,6265,6732.41%+1,048
ISHARES RUSSELL MIDCAP ETF066,324+66,32405,1552.19%+5,155
PEAKSTONE REALTY TRUST COMMON SHARES
COMMON SHARES
52,05588,930+36,8758781,7920.76%+914
SPDR S&P 500 ETF TRUST(SPY)018,601+18,60108,8413.75%+8,841
ELI LILLY & CO COM(LLY)8482,240+1,3924551,3050.55%+850
FIRST TRUST LARGE CAP CORE ALPHADEX FUND
COM SHS
68,45770,587+2,1305,5526,3642.70%+813
PAYPAL HLDGS INC COM(PYPL)019,195+19,19501,1790.50%+1,179
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
0270,119+270,119013,6325.79%+13,632
SAMSARA INC COM CL A(IOT)020,000+20,00006680.28%+668
INNOVATOR EQUITY MANAGED FLOOR ETF
QUITY MANAGD FLR
24,28345,463+21,1806231,2500.53%+627
HALLIBURTON CO COM(HAL)016,935+16,93506120.26%+612
CHEVRON CORP NEW COM(CVX)04,096+4,09606110.26%+611
SNOWFLAKE INC CL A(SNOW)4,9266,826+1,9007531,3580.58%+606
TESLA INC COM(TSLA)6,4428,920+2,4781,6122,2160.94%+604
ISHARES U.S. ENERGY ETF013,275+13,27505860.25%+586
CONFLUENT INC CLASS A COM20,50050,500+30,0006071,1820.50%+575
HEALTHCARE TRUST INC COM037,634+37,63405270.22%+527
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
038,610+38,61001,9540.83%+1,954
EXXON MOBIL CORP COM2,5198,138+5,6192968140.35%+517
TYSON FOODS INC CL A(TSN)030,194+30,19401,6230.69%+1,623
JACKSON FINANCIAL INC COM CL A(JXN)08,667+8,66704440.19%+444
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY
US SML CP PWR B
015,519+15,51904200.18%+420
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
ST STR SP600 SML
29,71035,755+6,0451,0961,5080.64%+412
BRISTOL-MYERS SQUIBB CO COM(BMY)5,18213,787+8,6053017070.30%+407
ISHARES CORE S&P 500 ETF1,6682,309+6417201,1030.47%+383
FLUENCE ENERGY INC COM CL A(FLNC)016,000+16,00003820.16%+382
APPLIED MATLS INC COM02,320+2,32003760.16%+376
LAM RESEARCH CORP COM(LRCX)0466+46603650.16%+365
EOG RES INC COM(EOG)02,923+2,92303530.15%+353
WALMART INC COM(WMT)02,160+2,16003420.15%+342
PACER US SMALL CAP CASH COWS 100 ETF
US SM CAP CA ETF
07,081+7,08103410.14%+341
VODAFONE GROUP PLC NEW SPONSORED ADR(VOD)063,198+63,19805500.23%+550
ECOPETROL S A SPONSORED ADS(EC)027,453+27,45303270.14%+327
ALIBABA GROUP HLDG LTD SPONSORED ADS(BABA)04,188+4,18803250.14%+325
ALTRIA GROUP INC COM(MO)7,20115,446+8,2453106320.27%+322
INVESCO SOLAR ETF
SOLAR ETF
06,000+6,00003200.14%+320
TRANSOCEAN LTD REG SHS(RIG)050,016+50,01603180.13%+318
LHA RISK-MANAGED INCOME ETF
LHA RISK MANAGE
011,353+11,35302850.12%+285
COSTCO WHSL CORP NEW COM(COST)0395+39502670.11%+267
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
US EQTY PWR BF
07,958+7,95802660.11%+266
INVESCO QQQ TRUST SERIES I05,638+5,63802,3100.98%+2,310
CROWDSTRIKE HLDGS INC CL A(CRWD)03,300+3,30008430.36%+843
CATERPILLAR INC COM(CAT)0864+86402560.11%+256
GOLDMAN SACHS GROUP INC COM(GS)0660+66002550.11%+255
AXON ENTERPRISE INC COM(AXON)0980+98002530.11%+253
BLACKSTONE SECD LENDING FD COMMON STOCK(BXSL)032,864+32,86409080.39%+908
TARGET CORP COM(TGT)01,715+1,71502440.10%+244
FIRST TRUST ENHANCED SHORT MATURITY ETF
FIRST TR ENH NEW
292,537295,368+2,83117,38317,6227.48%+239
ISHARES U.S. AEROSPACE & DEFENSE ETF06,372+6,37208070.34%+807
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
0928+92802330.10%+233
DEERE & CO COM(DE)0580+58002320.10%+232
NOV INC COM(NOV)010,713+10,71302170.09%+217
SHOPIFY INC CL A(SHOP)02,786+2,78602170.09%+217
BAKER HUGHES COMPANY CL A(BKR)06,276+6,27602150.09%+215
PFIZER INC COM(PFE)024,820+24,82007150.30%+715
MEDIFAST INC COM03,165+3,16502130.09%+213
DEVON ENERGY CORP NEW COM(DVN)04,670+4,67002120.09%+212
MCKESSON CORP COM(MCK)0446+44602070.09%+207
AIRBNB INC COM CL A01,493+1,49302030.09%+203
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIA)05,755+5,75502,1690.92%+2,169
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF01,815+1,81502010.09%+201
FIRST TRUST CAPITAL STRENGTH ETF51,60749,790-1,8173,8003,9851.69%+185
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
025,467+25,46708660.37%+866
NU HLDGS LTD ORD SHS CL A(NU)13,82233,222+19,4001002770.12%+177
GLOBAL X NASDAQ 100 COVERED CALL ETF
NASDAQ 100 COVER
111,379116,639+5,2601,8682,0420.87%+174
SPDR SSGA U.S. SECTOR ROTATION ETF
STATE STREET US
4,8948,079+3,1852023700.16%+168
MARINE PRODS CORP COM013,581+13,58101550.07%+155
SPDR PORTFOLIO EMERGING MARKETS ETF
ST PORT MARK ETF
16,73419,920+3,1865627050.30%+144
UTILITIES SELECT SECTOR SPDR FUND
ST STR UTIL ETF
06,465+6,46504090.17%+409
QUALCOMM INC COM(QCOM)02,728+2,72803950.17%+395
PROCTER AND GAMBLE CO COM(PG)07,003+7,00301,0260.44%+1,026
VANECK MORTGAGE REIT INCOME ETF
MORTGAGE REIT
011,012+11,01201300.06%+130
HERSHEY CO COM(HSY)1,3502,124+7742703960.17%+126
SWEETGREEN INC COM CL A011,136+11,13601260.05%+126
PROGYNY INC COM012,984+12,98404830.20%+483
ISHARES CORE U.S. AGGREGATE BOND ETF3,9544,952+9983724920.21%+120
JOHNSON & JOHNSON COM(JNJ)5,7016,419+7188881,0060.43%+118
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ST STR PR SP1500
023,742+23,74201,3880.59%+1,388
3M CO COM(MMM)12,17211,433-7391,1401,2500.53%+110
LUMEN TECHNOLOGIES INC COM(LUMN)0221,410+221,41004050.17%+405
DISNEY WALT CO COM(DIS)7,1147,481+3675776780.29%+101
ISHARES MSCI INTL QUALITY FACTOR ETF
MSCI INTL QUALTY
019,929+19,92907490.32%+749
TELADOC HEALTH INC COM(TDOC)17,19819,154+1,9563204130.18%+93
DOUBLELINE INCOME SOLUTIONS FD COM(DSL)65,68770,357+4,6707708610.37%+91
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