The Analysis of TriaGen Wealth Management LLC's Holdings

Currently, TriaGen Wealth Management LLC holds 176 types of securities in its portfolio with a total value $386.6M. In the most recent quarter, they have increased their positions in FLOT (+282.4K shares, valued at $14.4M), EW (+53.4K shares, valued at $4.6M), CNQ (+106.8K shares, valued at $3.6M); decreased their positions in COF (-10.2K shares, valued at $2.5M), TTWO (-9.3K shares, valued at $2.4M), WMT (-18.8K shares, valued at $2.1M); initiated new positions in EW (+53.4K shares, valued at $4.6M), CNQ (+106.8K shares, valued at $3.6M), N/A (+25.2K shares, valued at $2.4M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC171.6K shares5.97%2025-12-312026-01-27

FLOT ISHARES TR489.5K shares136.41%2025-12-312026-01-27

DIVI FRANKLIN TEMPLETON ETF TR588.4K shares1.53%2025-12-312026-01-27

VO VANGUARD INDEX FDS52.9K shares2.71%2025-12-312026-01-27

SCHG SCHWAB STRATEGIC TR380.6K shares-0.76%2025-12-312026-01-27

MGC VANGUARD WORLD FD47.5K shares-0.07%2025-12-312026-01-27

DGRO ISHARES TR162.3K shares4.77%2025-12-312026-01-27

EYLD CAMBRIA ETF TR285.5K shares2.14%2025-12-312026-01-27

Sponsored

VB VANGUARD INDEX FDS37.0K shares1.41%2025-12-312026-01-27

NVDA NVIDIA CORPORATION43.5K shares-3.59%2025-12-312026-01-27

ISHARES GOLD TR ISHARES GOLD TR89.0K shares0.91%2025-12-312026-01-27

CVX CHEVRON CORP NEW32.0K shares-2.99%2025-12-312026-01-27

EW EDWARDS LIFESCIENCES CORP53.4K sharesnew addition2025-12-312026-01-27

VBR VANGUARD INDEX FDS20.7K shares2.39%2025-12-312026-01-27

MCD MCDONALDS CORP14.4K shares-0.52%2025-12-312026-01-27

PLTR PALANTIR TECHNOLOGIES INC22.6K shares126.36%2025-12-312026-01-27

Sponsored

COST COSTCO WHSL CORP NEW4.5K shares-2.46%2025-12-312026-01-27

DIS DISNEY WALT CO32.6K shares-2.21%2025-12-312026-01-27

CNQ CANADIAN NAT RES LTD106.8K sharesnew addition2025-12-312026-01-27

VCSH VANGUARD SCOTTSDALE FDS45.2K shares-0.08%2025-12-312026-01-27

MA MASTERCARD INCORPORATED5.9K shares-0.54%2025-12-312026-01-27

DPZ DOMINOS PIZZA INC7.6K shares-11.06%2025-12-312026-01-27

VTI VANGUARD INDEX FDS9.4K shares-0.43%2025-12-312026-01-27

CTA SIMPLIFY EXCHANGE TRADED FUN114.9K shares13.78%2025-12-312026-01-27

Sponsored

MSFT MICROSOFT CORP6.4K shares0.62%2025-12-312026-01-27

EA ELECTRONIC ARTS INC14.4K shares-0.34%2025-12-312026-01-27

IUSG ISHARES TR17.1K shares-0.18%2025-12-312026-01-27

CENCORA INC CENCORA INC8.4K shares-0.57%2025-12-312026-01-27

MCK MCKESSON CORP3.4K shares-0.55%2025-12-312026-01-27

DFCA DIMENSIONAL ETF TRUST53.5K shares11.78%2025-12-312026-01-27

JPM JPMORGAN CHASE & CO.8.3K shares8.14%2025-12-312026-01-27

VMBS VANGUARD SCOTTSDALE FDS56.4K shares-0.64%2025-12-312026-01-27

Sponsored

ABNB AIRBNB INC19.0K shares-1.85%2025-12-312026-01-27

CBRE CBRE GROUP INC15.7K shares-0.35%2025-12-312026-01-27

MEDTRONIC PLC MEDTRONIC PLC25.2K sharesnew addition2025-12-312026-01-27

ESGD ISHARES TR25.1K shares0.06%2025-12-312026-01-27

TTWO TAKE-TWO INTERACTIVE SOFTWAR9.3K shares-49.96%2025-12-312026-01-27

CME CME GROUP INC8.5K shares-0.11%2025-12-312026-01-27

FXO FIRST TR EXCHANGE TRADED FD38.7K shares-1.85%2025-12-312026-01-27

XEL XCEL ENERGY INC31.3K shares-0.34%2025-12-312026-01-27

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD8.6K shares-1.97%2025-12-312026-01-27

AMZN AMAZON COM INC9.9K shares-14.80%2025-12-312026-01-27

VCIT VANGUARD SCOTTSDALE FDS27.1K shares0.02%2025-12-312026-01-27

APP APPLOVIN CORP3.4K sharesnew addition2025-12-312026-01-27

FTXL FIRST TR EXCHANGE TRADED FD17.4K sharesnew addition2025-12-312026-01-27

FXU FIRST TR EXCHANGE TRADED FD50.1K shares-2.17%2025-12-312026-01-27

BSX BOSTON SCIENTIFIC CORP23.6K shares-0.45%2025-12-312026-01-27

V VISA INC6.1K shares-0.41%2025-12-312026-01-27

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC24.9K sharesnew addition2025-12-312026-01-27

TSLA TESLA INC4.7K shares-3.40%2025-12-312026-01-27

IBKR INTERACTIVE BROKERS GROUP IN31.8K shares0.00%2025-12-312026-01-27

STLD STEEL DYNAMICS INC12.0K sharesnew addition2025-12-312026-01-27

SHY ISHARES TR21.6K shares0.09%2025-12-312026-01-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.5K shares-10.47%2025-12-312026-01-27

DGX QUEST DIAGNOSTICS INC9.9K shares-0.64%2025-12-312026-01-27

GE AEROSPACE GE AEROSPACE5.5K shares-0.96%2025-12-312026-01-27

Sponsored

IUSV ISHARES TR16.4K shares0.00%2025-12-312026-01-27

NKE NIKE INC26.3K shares-16.53%2025-12-312026-01-27

JPIB J P MORGAN EXCHANGE TRADED F34.3K shares0.52%2025-12-312026-01-27

ALPHABET INC ALPHABET INC5.2K shares-1.51%2025-12-312026-01-27

SHOP SHOPIFY INC10.1K shares-41.59%2025-12-312026-01-27

T AT&T INC64.3K shares-16.71%2025-12-312026-01-27

JPST J P MORGAN EXCHANGE TRADED F29.7K shares-10.56%2025-12-312026-01-27

SLQT SELECTQUOTE INC1.1M shares0.00%2025-12-312026-01-27

Sponsored

LITE LUMENTUM HLDGS INC4.0K shares139.21%2025-12-312026-01-27

SHYG ISHARES TR33.8K shares0.05%2025-12-312026-01-27

MISL FIRST TR EXCHANGE-TRADED FD33.9K sharesnew addition2025-12-312026-01-27

GILD GILEAD SCIENCES INC11.4K shares-0.35%2025-12-312026-01-27

MKC MCCORMICK & CO INC19.0K shares-17.39%2025-12-312026-01-27

ALPHABET INC ALPHABET INC4.1K shares0.37%2025-12-312026-01-27

VUSB VANGUARD BD INDEX FDS25.5K shares-0.74%2025-12-312026-01-27

TPL TEXAS PACIFIC LAND CORPORATI4.3K shares200.00%2025-12-312026-01-27

Sponsored

XOM EXXON MOBIL CORP10.0K shares-6.13%2025-12-312026-01-27

VTEB VANGUARD MUN BD FDS23.1K shares0.00%2025-12-312026-01-27

NEM NEWMONT CORP11.6K shares-0.10%2025-12-312026-01-27

RTX RTX CORPORATION6.2K shares0.00%2025-12-312026-01-27

BROADCOM INC BROADCOM INC3.2K shares-65.20%2025-12-312026-01-27

SHW SHERWIN WILLIAMS CO3.4K shares0.00%2025-12-312026-01-27

IEF ISHARES TR11.4K shares0.72%2025-12-312026-01-27

WBD WARNER BROS DISCOVERY INC37.4K shares64.68%2025-12-312026-01-27

Sponsored

OKE ONEOK INC NEW14.2K shares-15.48%2025-12-312026-01-27

HOOD ROBINHOOD MKTS INC8.8K shares-0.10%2025-12-312026-01-27

KSS KOHLS CORP48.0K shares1.12%2025-12-312026-01-27

WDC WESTERN DIGITAL CORP5.5K sharesnew addition2025-12-312026-01-27

MS MORGAN STANLEY5.3K shares-8.67%2025-12-312026-01-27

CVS CVS HEALTH CORP11.5K shares0.00%2025-12-312026-01-27

CIEN CIENA CORP3.9K sharesnew addition2025-12-312026-01-27

SUB ISHARES TR8.5K shares0.00%2025-12-312026-01-27

Sponsored

SPY SPDR S&P 500 ETF TR1.3K shares-1.62%2025-12-312026-01-27

FXR FIRST TR EXCHANGE TRADED FD11.4K shares-61.62%2025-12-312026-01-27

VEA VANGUARD TAX-MANAGED FDS14.4K shares0.00%2025-12-312026-01-27

FALN ISHARES TR32.3K shares-0.44%2025-12-312026-01-27

MU MICRON TECHNOLOGY INC3.1K sharesnew addition2025-12-312026-01-27

JNJ JOHNSON & JOHNSON4.1K shares-13.52%2025-12-312026-01-27

DG DOLLAR GEN CORP NEW6.3K shares0.00%2025-12-312026-01-27

HD HOME DEPOT INC2.4K shares-0.33%2025-12-312026-01-27

Sponsored

PG PROCTER AND GAMBLE CO5.5K shares0.00%2025-12-312026-01-27

CALI BLACKROCK ETF TRUST II15.2K shares15.72%2025-12-312026-01-27

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-27

ABBV ABBVIE INC3.2K shares-9.10%2025-12-312026-01-27

ORCL ORACLE CORP3.7K shares0.00%2025-12-312026-01-27

SUSA ISHARES TR5.2K shares0.00%2025-12-312026-01-27

NUSC NUSHARES ETF TR15.3K shares0.00%2025-12-312026-01-27

HII HUNTINGTON INGALLS INDS INC2.0K shares1.60%2025-12-312026-01-27

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.2K shares-15.16%2025-12-312026-01-27

AMD ADVANCED MICRO DEVICES INC3.1K sharesnew addition2025-12-312026-01-27

ABT ABBOTT LABS5.3K shares0.00%2025-12-312026-01-27

SSRM SSR MINING IN29.9K shares0.00%2025-12-312026-01-27

CAR AVIS BUDGET GROUP5.1K shares-0.12%2025-12-312026-01-27

COF CAPITAL ONE FINL CORP2.7K shares-79.42%2025-12-312026-01-27

HE HAWAIIAN ELEC INDUSTRIES49.7K shares0.00%2025-12-312026-01-27

EXC EXELON CORP13.8K shares-0.27%2025-12-312026-01-27

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD12.5K shares0.00%2025-12-312026-01-27

ED CONSOLIDATED EDISON INC5.6K shares-4.09%2025-12-312026-01-27

VUG VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-01-27

LLY ELI LILLY & CO498 sharesnew addition2025-12-312026-01-27

BA BOEING CO2.5K shares5.22%2025-12-312026-01-27

ESGE ISHARES INC11.8K shares0.00%2025-12-312026-01-27

BIL SPDR SERIES TRUST5.4K sharesnew addition2025-12-312026-01-27

CBOE CBOE GLOBAL MKTS INC2.0K shares0.00%2025-12-312026-01-27

Sponsored

CSCO CISCO SYS INC6.0K shares1.04%2025-12-312026-01-27

RVTY REVVITY INC4.8K shares0.00%2025-12-312026-01-27

VWO VANGUARD INTL EQUITY INDEX F8.6K shares0.00%2025-12-312026-01-27

TJX TJX COS INC NEW3.0K shares0.10%2025-12-312026-01-27

EMLC VANECK ETF TRUST17.5K shares0.37%2025-12-312026-01-27

AZO AUTOZONE INC133 shares0.00%2025-12-312026-01-27

NEE NEXTERA ENERGY INC5.2K shares1.12%2025-12-312026-01-27

ALL ALLSTATE CORP2.0K shares0.35%2025-12-312026-01-27

Sponsored

AFL AFLAC INC3.7K shares2.36%2025-12-312026-01-27

FYBR FRONTIER COMMUNICATIONS PARE10.6K shares0.00%2025-12-312026-01-27

PM PHILIP MORRIS INTL INC2.5K shares-0.04%2025-12-312026-01-27

CSX CSX CORP10.8K shares0.00%2025-12-312026-01-27

CEG CONSTELLATION ENERGY CORP1.1K shares0.00%2025-12-312026-01-27

VZ VERIZON COMMUNICATIONS INC9.6K shares-15.85%2025-12-312026-01-27

WMT WALMART INC3.5K shares-84.42%2025-12-312026-01-27

GEV GE VERNOVA INC581 shares0.00%2025-12-312026-01-27

Sponsored

TXG 10X GENOMICS INC23.2K sharesnew addition2025-12-312026-01-27

NOC NORTHROP GRUMMAN CORP649 shares-6.08%2025-12-312026-01-27

VGT VANGUARD WORLD FD490 shares0.00%2025-12-312026-01-27

SCHW SCHWAB CHARLES CORP3.7K shares0.00%2025-12-312026-01-27

BAC BANK AMERICA CORP6.6K shares-3.91%2025-12-312026-01-27

MDY SPDR S&P MIDCAP 400 ETF TR600 shares0.00%2025-12-312026-01-27

IVV ISHARES TR515 shares0.00%2025-12-312026-01-27

META META PLATFORMS INC534 shares-84.36%2025-12-312026-01-27

Sponsored

REGL PROSHARES TR4.2K shares0.00%2025-12-312026-01-27

SBUX STARBUCKS CORP4.1K shares-32.92%2025-12-312026-01-27

AMT AMERICAN TOWER CORP NEW1.9K shares-6.58%2025-12-312026-01-27

INVESCO QQQ TR INVESCO QQQ TR553 shares0.00%2025-12-312026-01-27

EATON CORP PLC EATON CORP PLC1.0K shares0.00%2025-12-312026-01-27

MERCK & CO INC MERCK & CO INC3.0K shares0.00%2025-12-312026-01-27

TSM TAIWAN SEMICONDUCTOR MFG LTD1.0K shares0.00%2025-12-312026-01-27

DIVO AMPLIFY ETF TR6.8K shares10.84%2025-12-312026-01-27

Sponsored

EDV VANGUARD WORLD FD4.4K shares0.69%2025-12-312026-01-27

FCAL FIRST TR EXCH TRADED FD III5.5K shares-3.71%2025-12-312026-01-27

CRM SALESFORCE INC1.0K shares-14.09%2025-12-312026-01-27

UNP UNION PAC CORP1.2K shares-29.25%2025-12-312026-01-27

HON HONEYWELL INTL INC1.4K shares0.07%2025-12-312026-01-27

EMHY ISHARES INC6.5K shares2.36%2025-12-312026-01-27

AME AMETEK INC1.3K shares0.00%2025-12-312026-01-27

INTC INTEL CORP6.7K shares-1.47%2025-12-312026-01-27

Sponsored

KO COCA COLA CO3.4K shares-0.18%2025-12-312026-01-27

AMGN AMGEN INC705 sharesnew addition2025-12-312026-01-27

QQQX NUVEEN NASDAQ 100 DYNAMIC OV8.1K shares-26.40%2025-12-312026-01-27

EMR EMERSON ELEC CO1.7K shares0.00%2025-12-312026-01-27

JBL JABIL INC1.0K shares0.00%2025-12-312026-01-27

PNW PINNACLE WEST CAP CORP2.5K shares0.00%2025-12-312026-01-27

ADSK AUTODESK INC740 shares0.00%2025-12-312026-01-27

UBER UBER TECHNOLOGIES INC2.6K sharesnew addition2025-12-312026-01-27

Sponsored

NU NU HLDGS LTD12.8K shares2.40%2025-12-312026-01-27

NRG NRG ENERGY INC1.3K shares4.53%2025-12-312026-01-27

LMT LOCKHEED MARTIN CORP430 shares0.00%2025-12-312026-01-27

ENPH ENPHASE ENERGY INC6.4K shares-1.57%2025-12-312026-01-27

UNH UNITEDHEALTH GROUP INC613 shares-35.34%2025-12-312026-01-27

MMM 3M CO1.3K sharesnew addition2025-12-312026-01-27

MUJ BLACKROCK MUNIHLDGS NJ QLTY10.0K shares0.00%2025-12-312026-01-27

VCV INVESCO CALIF VALUE MUN INCO10.3K shares0.00%2025-12-312026-01-27

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available