Capstone Triton Financial Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CT Capstone Triton Financial Group, LLC | Institutional Filer | ▼ 62.01% | $57.4M | 62 |
Current Portfolio Holdings
Showing all 62 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BALT | INNOVATOR ETFS TRUST | — | 197K | $6.6M | 11.52% |
| 2 | SPYM | SPDR SERIES TRUST | — | 45K | $3.5M | 6.10% |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | — | 14K | $3.5M | 6.02% |
| 4 | PLTR | Palantir Technologies Inc. | Technology | 21K | $3.4M | 5.93% |
| 5 | ANGL | VANECK ETF TRUST | — | 115K | $3.3M | 5.82% |
| 6 | BSTP | INNOVATOR ETFS TRUST | — | 90K | $3.3M | 5.76% |
| 7 | PSI | INVESCO EXCHANGE TRADED FD T | — | 36K | $3.1M | 5.46% |
| 8 | SPYV | SPDR SERIES TRUST | — | 37K | $2.1M | 3.66% |
| 9 | VNLA | JANUS DETROIT STR TR | — | 41K | $2.0M | 3.52% |
| 10 | AGZ | ISHARES TR | — | 15K | $1.7M | 2.92% |
| 11 | IVV | ISHARES TR | — | 2K | $1.5M | 2.58% |
| 12 | PSA | Public Storage | Real Estate | 6K | $1.5M | 2.57% |
| 13 | PDEC | INNOVATOR ETFS TRUST | — | 32K | $1.4M | 2.43% |
| 14 | GEV | GE Vernova Inc. | Utilities | 1K | $985K | 1.72% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 1K | $954K | 1.66% |
Showing 1 to 15 of 62 holdings