TriaGen Wealth Management LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$283.6M
Holdings
166
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (166 positions)
| Stock | Value |
|---|---|
CALIBLACKROCK ETF TRUST II | $552K |
HEHAWAIIAN ELEC INDUSTRIES | $547K |
CELHCELSIUS HLDGS INC | $506K |
FNFFIDELITY NATIONAL FINANCIAL | $504K |
PKNREVVITY INC | $504K |
ORCLORACLE CORP | $502K |
AZOAUTOZONE INC | $496K |
BACVERIZON COMMUNICATIONS INC | $493K |
RKTROCKET COS INC | $482K |
HRBBLOCK H & R INC | $481K |
FCALFIRST TR EXCH TRADED FD III | $480K |
STMSTMICROELECTRONICS N V | $459K |
NEMNEWMONT CORP | $452K |
DOCSDOXIMITY INC | $450K |
NEENEXTERA ENERGY INC | $421K |
DFSEURDISCOVER FINL SVCS | $417K |
VUGVANGUARD INDEX FDS | $414K |
ALSALLSTATE CORP | $411K |
ESGEISHARES INC | $410K |
BABOEING CO | $398K |
ENPHENPHASE ENERGY INC | $393K |
CSCOCISCO SYS INC | $386K |
FYBRFRONTIER COMMUNICATIONS PARE | $382K |
AFLAFLAC INC | $377K |
UNPUNION PAC CORP | $376K |
TJXTJX COS INC NEW | $360K |
IVVISHARES TR | $356K |
NOCNORTHROP GRUMMAN CORP | $343K |
METAMETA PLATFORMS INC | $340K |
REGLPROSHARES TR | $336K |
ZZILLOW GROUP INC | $328K |
BACBANK AMERICA CORP | $321K |
MDYSPDR S&P MIDCAP 400 ETF TR | $320K |
CSXCSX CORP | $318K |
WMTWALMART INC | $315K |
4I1PHILIP MORRIS INTL INC | $308K |
SCHVSCHWAB STRATEGIC TR | $300K |
HONHONEYWELL INTL INC | $289K |
ICEINTERCONTINENTAL EXCHANGE IN | $285K |
ETNEATON CORP PLC | $279K |
T7DTRANSDIGM GROUP INC | $274K |
BILSPDR SER TR | $269K |
VGTVANGUARD WORLD FD | $266K |
MRKMERCK & CO INC | $261K |
QQQXNUVEEN NASDAQ 100 DYNAMIC OV | $260K |
KOCOCA COLA CO | $256K |
ADSKAUTODESK INC | $247K |
DIVOAMPLIFY ETF TR | $246K |
EDVVANGUARD WORLD FD | $241K |
PNWPINNACLE WEST CAP CORP | $236K |
CEGCONSTELLATION ENERGY CORP | $227K |
XYLDGLOBAL X FDS | $223K |
UNHUNITEDHEALTH GROUP INC | $217K |
AMGNAMGEN INC | $215K |
BMYBRISTOL-MYERS SQUIBB CO | $213K |
ABTABBOTT LABS | $205K |
TTTRANE TECHNOLOGIES PLC | $205K |
TAT&T INC | $202K |
AGLAGILON HEALTH INC | $190K |
NUNU HLDGS LTD | $128K |
SLQTSELECTQUOTE INC | $119K |
MUJBLACKROCK MUNIHLDGS NJ QLTY | $113K |
VCVINVESCO CALIF VALUE MUN INCO | $109K |
SOUNSOUNDHOUND AI INC | $81K |
FUBOFUBOTV INC | $29K |
QSIQUANTUM SI INC | $12K |
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