Triumph Capital Management
CIK Number: 0001730765
300.24M
Market Value
250
# of Holdings
6 months
Avg. Holding Period
36.65%
Win Rate
6.63%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh... | 59.91 | +0.02% | 268.85K | +12.03% | 16.07M | 59.54 | 5.50% |
| 2 | FIXD | First Trust TCW... | 43.45 | -0.2% | 236.65K | +3.36% | 10.17M | 43.79 | 3.48% |
| 3 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 16.06K | -1.13% | 9.41M | 441.54 | 3.22% |
| 4 | FEX | First Trust Lar... | 107.25 | +0.83% | 82.14K | +0.17% | 8.57M | 85.85 | 2.93% |
| 5 | SDVY | First Trust SMI... | 34.60 | +0.87% | 213.33K | +13.95% | 7.65M | 34.14 | 2.62% |
| 6 | BND | Vanguard Total ... | 72.56 | -0.19% | 103.93K | +4.34% | 7.47M | 73.53 | 2.56% |
| 7 | RDVY | First Trust Ris... | 61.09 | +0.95% | 116.92K | +7.61% | 6.91M | 50.06 | 2.37% |
| 8 | FPE | First Trust Pre... | 17.70 | +0.14% | 326.77K | +1.59% | 5.78M | 18.5 | 1.98% |
| 9 | IWM | iShares Russell... | 210.52 | +0.78% | 24.89K | -3.09% | 5.5M | 175.2 | 1.88% |
| 10 | IWR | iShares Russell... | 89.92 | +0.72% | 59.12K | -0.7% | 5.23M | 71.07 | 1.79% |
| 11 | LMBS | First Trust Low... | 49.05 | -0.04% | 106.55K | +156.59% | 5.19M | 48.61 | 1.77% |
| 12 | BNDX | Vanguard Total ... | 49.28 | -0.07% | 103.03K | +6.54% | 5.05M | 49.17 | 1.73% |
| 13 | JPST | JPMorgan Ultra-... | 50.53 | +0.02% | 91.99K | -6.43% | 4.63M | 50.36 | 1.59% |
| 14 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 8.75K | +1.79% | 4.47M | 396.39 | 1.53% |
| 15 | IVV | iShares Core S&... | 603.05 | +0.54% | 7.4K | -3.08% | 4.36M | 499.42 | 1.49% |
| 16 | FTCS | First Trust Cap... | 90.06 | +0.08% | 46.36K | -0.00% | 4.07M | 76.08 | 1.39% |
| 17 | AAPL | Apple Inc. | 198.10 | +0.84% | 15.11K | -4.4% | 3.78M | 166.72 | 1.30% |
| 18 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 8.35K | -14.65% | 3.52M | 332.27 | 1.20% |
| 19 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 23.44K | -27.47% | 3.15M | 77.65 | 1.08% |
| 20 | SFLR | Innovator Equit... | 33.03 | +0.59% | 95.4K | +13.18% | 3.11M | 29.01 | 1.07% |
| 21 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 6.39K | +0.58% | 2.9M | 293.96 | 0.99% |
| 22 | AMD | Advanced Micro ... | 126.24 | +8.68% | 23.33K | +27.23% | 2.82M | 156.28 | 0.96% |
| 23 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 12.52K | +12.01% | 2.75M | 182.12 | 0.94% |
| 24 | QUAL | iShares MSCI US... | 179.29 | +0.57% | 15.31K | +2.07% | 2.73M | 141.97 | 0.93% |
| 25 | JEPI | JPMorgan Equity... | 56.23 | +0.33% | 47.23K | +17.34% | 2.72M | 55.65 | 0.93% |
| 26 | DIA | SPDR Dow Jones ... | 425.67 | +0.68% | 5.61K | -0.41% | 2.39M | 352.75 | 0.82% |
| 27 | MOAT | VanEck Mornings... | 92.08 | +1.18% | 24.19K | +10.27% | 2.24M | 78.41 | 0.77% |
| 28 | PLTR | Palantir Techno... | 141.39 | +2.90% | 26.82K | -60.87% | 2.03M | 24.53 | 0.69% |
| 29 | FVD | First Trust Val... | 44.61 | +0.09% | 46.11K | +22.29% | 2.01M | 42.23 | 0.69% |
| 30 | BKLN | Invesco Senior ... | 20.91 | +0.13% | 90.68K | -2.28% | 1.91M | 21.18 | 0.65% |
| 31 | AON | Aon plc | 349.64 | -0.95% | 5.05K | -16.53% | 1.81M | 299.37 | 0.62% |
| 32 | ZALT | Innovator U.S. ... | 30.70 | +0.21% | 60.18K | +100.00% | 1.79M | 29.76 | 0.61% |
| 33 | UAPR | Innovator S&P 5... | 30.91 | +0.50% | 57.89K | -26.75% | 1.79M | 29.06 | 0.61% |
| 34 | BALT | Innovator Defin... | 32.02 | +0.11% | 56.16K | +104.39% | 1.76M | 30.58 | 0.60% |
| 35 | BA | The Boeing Comp... | 201.50 | +0.59% | 9.56K | +12.79% | 1.69M | 183.39 | 0.58% |
| 36 | PG | The Procter & G... | 160.70 | +0.26% | 9.4K | +102.72% | 1.58M | 159.31 | 0.54% |
| 37 | COWZ | Pacer US Cash C... | 55.16 | +0.63% | 27.36K | -14.98% | 1.55M | 52.05 | 0.53% |
| 38 | OXLC | Oxford Lane Cap... | 4.21 | -3.55% | 299.87K | +13.23% | 1.52M | 5.27 | 0.52% |
| 39 | VFLO | VictoryShares F... | 35.30 | +0.64% | 41.47K | +85.11% | 1.41M | 32.68 | 0.48% |
| 40 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 3.35K | -14.54% | 1.35M | 183.33 | 0.46% |
| 41 | JAAA | Janus Henderson... | 50.65 | 0.00% | 26.51K | +63.61% | 1.34M | 50.73 | 0.46% |
| 42 | MBLY | Mobileye Global... | 15.42 | +1.18% | 66.18K | +16.82% | 1.32M | 17.97 | 0.45% |
| 43 | IWO | iShares Russell... | 278.10 | +1.14% | 4.46K | -1.42% | 1.28M | 252.33 | 0.44% |
| 44 | QFLR | Innovator Nasda... | 29.30 | +1.21% | 43.63K | +12.95% | 1.28M | 27.82 | 0.44% |
| 45 | CLOA | BlackRock ETF T... | 51.84 | +0.02% | 24.33K | +102.70% | 1.26M | 51.87 | 0.43% |
| 46 | IGV | iShares Expande... | 107.30 | +0.97% | 12.53K | -5.83% | 1.25M | 85.58 | 0.43% |
| 47 | KNG | FT Cboe Vest S&... | 48.97 | +0.27% | 23.97K | +3.40% | 1.2M | 52.58 | 0.41% |
| 48 | SNOW | Snowflake Inc. | 209.04 | +0.41% | 7.71K | +30.28% | 1.19M | 170.43 | 0.41% |
| 49 | JMEE | JPMorgan Market... | 57.85 | +0.92% | 17.9K | +14.18% | 1.08M | 60.9 | 0.37% |
| 50 | META | Meta Platforms,... | 701.33 | +2.70% | 1.85K | +6.03% | 1.08M | 345.49 | 0.37% |
| 51 | MINT | PIMCO Enhanced ... | 100.34 | +0.02% | 10.77K | -25.25% | 1.08M | 100.69 | 0.37% |
| 52 | IVE | iShares S&P 500... | 191.30 | +0.20% | 5.65K | -3.76% | 1.08M | 190.67 | 0.37% |
| 53 | SOFI | SoFi Technologi... | 14.88 | +5.64% | 69.45K | -81.97% | 1.07M | 9.08 | 0.37% |
| 54 | CELH | Celsius Holding... | 43.37 | +5.37% | 40.42K | +41.54% | 1.06M | 29.89 | 0.36% |
| 55 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 1.38K | +15.05% | 1.06M | 684.14 | 0.36% |
| 56 | NLY | Annaly Capital ... | 19.20 | +0.10% | 57.84K | +18.95% | 1.06M | 19.7 | 0.36% |
| 57 | BX | Blackstone Inc. | 137.85 | +1.06% | 6.08K | -25.99% | 1.05M | 133.89 | 0.36% |
| 58 | SMH | VanEck Semicond... | 263.27 | +2.44% | 4.28K | +23.79% | 1.04M | 244.82 | 0.35% |
| 59 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 5.47K | +1.64% | 1.04M | 160.71 | 0.35% |
| 60 | JPIE | JPMorgan Income... | 45.92 | +0.03% | 22.64K | +16.91% | 1.03M | 46.28 | 0.35% |
| 61 | FDL | First Trust Mor... | 42.33 | +0.05% | 25K | +100.00% | 1.01M | 40.26 | 0.34% |
| 62 | XLE | Energy Select S... | 87.77 | -0.37% | 11.71K | -31.83% | 1M | 86.96 | 0.34% |
| 63 | HQH | Tekla Healthcar... | 15.61 | -0.06% | 61.22K | +32.62% | 982.53K | 17.99 | 0.34% |
| 64 | FYX | First Trust Sma... | 94.42 | +0.81% | 9.7K | -27.78% | 979.88K | 99.53 | 0.34% |
| 65 | ECC | Eagle Point Cre... | 7.57 | +0.66% | 109.5K | -25.78% | 972.32K | 9.86 | 0.33% |
| 66 | GSY | Invesco Ultra S... | 50.22 | +0.03% | 19.35K | +100.00% | 969.48K | 50.11 | 0.33% |
| 67 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 4.89K | +25.71% | 965.73K | 164.8 | 0.33% |
| 68 | OBDC | Blue Owl Capita... | 14.49 | -0.69% | 63.41K | -2.24% | 958.73K | 14.1 | 0.33% |
| 69 | ARCC | Ares Capital Co... | 21.36 | -0.81% | 42.75K | -40.9% | 935.73K | 20.75 | 0.32% |
| 70 | CRWD | CrowdStrike Hol... | 479.14 | -0.31% | 2.69K | -34.77% | 918.7K | 177.89 | 0.31% |
| 71 | CAG | Conagra Brands,... | 21.56 | -0.05% | 32.88K | +169.77% | 912.48K | 29.48 | 0.31% |
| 72 | PYPL | PayPal Holdings... | 72.21 | +1.95% | 10.6K | +12.71% | 904.28K | 72.37 | 0.31% |
| 73 | TLT | iShares 20+ Yea... | 85.54 | -0.92% | 10.31K | +100.00% | 900.81K | 87.33 | 0.31% |
| 74 | BCSF | Bain Capital Sp... | 14.82 | -3.98% | 50.69K | -48.82% | 888.02K | 16.38 | 0.30% |
| 75 | MISL | First Trust Ind... | 35.34 | -0.82% | 29.11K | -5.47% | 886.09K | 21.79 | 0.30% |
| 76 | CALF | Pacer US Small ... | 39.67 | +1.19% | 19.85K | +2.98% | 873.64K | 47.96 | 0.30% |
| 77 | JTEK | JPMorgan U.S. T... | 80.29 | +1.85% | 11.53K | +100.00% | 872.4K | 75.67 | 0.30% |
| 78 | IWY | iShares Russell... | 237.86 | +0.93% | 3.56K | +38.69% | 836.62K | 224.3 | 0.29% |
| 79 | SPYI | Neos S&P 500(R)... | 49.91 | +0.66% | 16.45K | -2.74% | 835.99K | 48.62 | 0.29% |
| 80 | NLR | VanEck Uranium+... | 109.60 | +4.35% | 10.22K | +100.00% | 831.54K | 81.34 | 0.28% |
| 81 | GBIL | Goldman Sachs A... | 99.98 | -0.01% | 8.22K | -36.19% | 821.44K | 99.72 | 0.28% |
| 82 | AGNC | AGNC Investment... | 9.32 | +0.27% | 88.6K | +4.07% | 816.02K | 10.41 | 0.28% |
| 83 | AGG | iShares Core U.... | 97.78 | -0.19% | 8.34K | -29% | 808.5K | 96.6 | 0.28% |
| 84 | SDIV | Global X SuperD... | 22.25 | +0.52% | 39.09K | -4.18% | 806.14K | 22.26 | 0.28% |
| 85 | JEPQ | JPMorgan Nasdaq... | 53.10 | +0.98% | 13.95K | -1.95% | 786.45K | 55.21 | 0.27% |
| 86 | CEFS | Saba Closed-End... | 22.19 | +0.82% | 36.5K | -1.16% | 781.85K | 22.25 | 0.27% |
| 87 | PFFD | Global X U.S. P... | 18.57 | -0.13% | 39.81K | -5.19% | 776.63K | 20.06 | 0.27% |
| 88 | RIVN | Rivian Automoti... | 13.74 | +2.46% | 57.68K | +55.76% | 767.2K | 11.96 | 0.26% |
| 89 | SPEM | SPDR Portfolio ... | 42.44 | +1.01% | 19.77K | -7.3% | 758.73K | 39.84 | 0.26% |
| 90 | ZS | Zscaler, Inc. | 304.71 | +0.92% | 4.16K | -28.97% | 749.78K | 177.5 | 0.26% |
| 91 | GBDC | Golub Capital B... | 14.45 | -1.67% | 48.52K | -41.85% | 735.59K | 15.48 | 0.25% |
| 92 | SGOV | iShares 0-3 Mon... | 100.54 | +0.01% | 7.33K | +14.51% | 735.55K | 100.29 | 0.25% |
| 93 | FDX | FedEx Corporati... | 226.24 | +0.83% | 2.61K | +100.00% | 734.83K | 281.33 | 0.25% |
| 94 | MDY | SPDR S&P MIDCAP... | 556.09 | +1.00% | 1.27K | -30.03% | 723.37K | 501.45 | 0.25% |
| 95 | BIL | SPDR Bloomberg ... | 91.59 | +0.01% | 7.89K | -34.39% | 721.11K | 91.55 | 0.25% |
| 96 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 3.95K | +78.95% | 719.29K | 118.33 | 0.25% |
| 97 | ALB | Albemarle Corpo... | 60.91 | +0.30% | 8.35K | 0.00% | 718.77K | 114.33 | 0.25% |
| 98 | MELI | MercadoLibre, I... | 2452.77 | +3.41% | 421 | +47.20% | 715.88K | 1665.98 | 0.24% |
| 99 | CGBD | Carlyle Secured... | 13.85 | -0.4% | 39.59K | +10.32% | 709.9K | 17.63 | 0.24% |
| 100 | USIG | iShares Broad U... | 50.66 | -0.1% | 13.73K | +74.81% | 690.14K | 50.67 | 0.24% |
| 101 | CIBR | First Trust NAS... | 73.14 | +1.02% | 10.87K | -1.9% | 689.51K | 57.91 | 0.24% |
| 102 | FNK | First Trust Mid... | 51.27 | +1.27% | 12.85K | +100.00% | 687.71K | 53.51 | 0.24% |
| 103 | BTAL | AGFiQ U.S. Mark... | 18.46 | -1.94% | 36.45K | +9.45% | 673.63K | 18.51 | 0.23% |
| 104 | BITO | ProShares Bitco... | 21.74 | +3.22% | 29.47K | -16.39% | 671.26K | 21.4 | 0.23% |
| 105 | IBB | iShares Biotech... | 127.74 | -0.2% | 5.05K | +3.85% | 667.26K | 132.33 | 0.23% |
| 106 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 1.96K | +100.00% | 656.62K | 334.33 | 0.22% |
| 107 | SKYY | First Trust Clo... | 117.42 | +1.53% | 5.5K | -7.01% | 655.28K | 99.32 | 0.22% |
| 108 | BCE | BCE Inc. | 22.36 | -1.91% | 27.74K | +17.00% | 643.01K | 32.22 | 0.22% |
| 109 | INTC | Intel Corporati... | 20.71 | +2.83% | 31.72K | -11.3% | 635.92K | 30.13 | 0.22% |
| 110 | DIS | The Walt Disney... | 119.45 | +1.28% | 5.66K | -28.43% | 629.68K | 105.27 | 0.22% |
| 111 | CFLT | Confluent, Inc. | 23.63 | -0.11% | 22.35K | -10.6% | 624.91K | 27.5 | 0.21% |
| 112 | WFC | Wells Fargo & C... | 72.97 | +0.84% | 8.7K | -3.56% | 611.23K | 43.79 | 0.21% |
| 113 | SHOP | Shopify Inc. | 108.28 | +2.79% | 5.7K | -42.62% | 605.55K | 72.15 | 0.21% |
| 114 | TRIN | Trinity Capital... | 14.38 | -0.45% | 41.77K | -1.63% | 604.37K | 14.3 | 0.21% |
| 115 | IOT | Samsara Inc. | 39.08 | -0.34% | 13.6K | +36.00% | 594.18K | 46.95 | 0.20% |
| 116 | QBUF | Innovator Nasda... | 27.52 | -0.13% | 22.44K | +22.91% | 592.16K | 25.53 | 0.20% |
| 117 | VZ | Verizon Communi... | 42.42 | -1.37% | 14.77K | +3.77% | 590.74K | 41.02 | 0.20% |
| 118 | MU | Micron Technolo... | 119.73 | +3.57% | 7K | +214.75% | 589.13K | 90.37 | 0.20% |
| 119 | KAPR | Innovator Russe... | 31.95 | +0.53% | 18.01K | +1.43% | 588.98K | 32.46 | 0.20% |
| 120 | ARI | Apollo Commerci... | 9.78 | -0.41% | 67.83K | +58.36% | 587.44K | 9.81 | 0.20% |
| 121 | XLP | Consumer Staple... | 81.17 | +0.25% | 7.46K | +100.00% | 586.75K | 78.61 | 0.20% |
| 122 | FGD | First Trust Dow... | 27.46 | +1.01% | 26.34K | -0.04% | 585.91K | 23.73 | 0.20% |
| 123 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 1.08K | +6.60% | 582.93K | 494.74 | 0.20% |
| 124 | OGN | Organon & Co. | 10.21 | +1.74% | 38.56K | +12.89% | 575.32K | 19.69 | 0.20% |
| 125 | MAGS | Roundhill Magni... | 53.92 | +1.46% | 10.53K | -32.52% | 572.83K | 47.68 | 0.20% |
| 126 | SPSM | SPDR Portfolio ... | 41.84 | +0.88% | 12.75K | -5.11% | 572.77K | 38.59 | 0.20% |
| 127 | SLRC | SLR Investment ... | 16.22 | -0.55% | 35.34K | +0.76% | 571.06K | 15.06 | 0.20% |
| 128 | UTF | Cohen & Steers ... | 26.04 | -0.61% | 23.65K | +100.00% | 568.57K | 24.04 | 0.19% |
| 129 | TTD | The Trade Desk,... | 70.17 | +3.25% | 4.81K | +100.00% | 565.67K | 117.53 | 0.19% |
| 130 | S | SentinelOne, In... | 17.58 | +1.91% | 25.47K | +67.49% | 565.5K | 21.4 | 0.19% |
| 131 | T | AT&T Inc. | 27.94 | -0.89% | 24.58K | -9.97% | 559.66K | 17.39 | 0.19% |
| 132 | SPDW | SPDR Portfolio ... | 40.45 | +0.52% | 16.17K | -17.16% | 551.92K | 34.28 | 0.19% |
| 133 | KKR | KKR & Co. Inc. | 123.21 | +1.55% | 3.6K | -48.57% | 532.48K | 130.58 | 0.18% |
| 134 | DIV | Global X SuperD... | 17.74 | -0.11% | 29.53K | -0.04% | 532.45K | 18.48 | 0.18% |
| 135 | CMCSA | Comcast Corpora... | 35.06 | +0.16% | 14.05K | +36.38% | 527.48K | 39.64 | 0.18% |
| 136 | JBBB | Janus Henderson... | 48.28 | +0.15% | 10.65K | +37.31% | 523.55K | 49.01 | 0.18% |
| 137 | KBWD | Invesco KBW Hig... | 13.67 | -0.22% | 34.95K | +100.00% | 512.66K | 14.67 | 0.18% |
| 138 | XLK | Technology Sele... | 242.79 | +1.51% | 2.18K | -1.45% | 506.89K | 225.76 | 0.17% |
| 139 | XLV | Health Care Sel... | 135.62 | -0.38% | 3.66K | +50.41% | 503.64K | 148.51 | 0.17% |
| 140 | GFEB | First Trust Exc... | 38.38 | +0.64% | 13.3K | -7.55% | 496.68K | 34.36 | 0.17% |
| 141 | UBER | Uber Technologi... | 85.05 | +1.33% | 8.12K | +100.00% | 489.62K | 60.32 | 0.17% |
| 142 | TOST | Toast, Inc. | 42.60 | +2.56% | 13.43K | +1.60% | 489.45K | 22.6 | 0.17% |
| 143 | RMIF | ETF Series Solu... | 24.79 | +0.14% | 19.26K | +8.96% | 484.16K | 25.12 | 0.17% |
| 144 | VYM | Vanguard High D... | 131.03 | +0.37% | 3.67K | 0.00% | 468.51K | 108.26 | 0.16% |
| 145 | XLSR | SPDR SSGA U.S. ... | 53.59 | +0.77% | 8.72K | -17.53% | 465.78K | 44.88 | 0.16% |
| 146 | OWL | Blue Owl Capita... | 18.86 | +0.83% | 20K | +100.00% | 465.2K | 23.26 | 0.16% |
| 147 | OKTA | Okta, Inc. | 99.16 | +1.72% | 5.79K | +13.15% | 456.33K | 109.35 | 0.16% |
| 148 | PFF | iShares Preferr... | 30.21 | +0.17% | 14.47K | +8.11% | 454.9K | 33.49 | 0.16% |
| 149 | FOUR | Shift4 Payments... | 91.40 | +3.02% | 4.36K | +3.24% | 452.48K | 75.82 | 0.15% |
| 150 | MAIN | Main Street Cap... | 57.44 | -0.56% | 7.72K | -39% | 452.12K | 50.31 | 0.15% |