TriaGen Wealth Management LLC Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$386.6B
Holdings
176
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (176 positions)
| Stock | Value |
|---|---|
ORCLORACLE CORP | $720K |
SUSAISHARES TR | $720K |
NUSCNUSHARES ETF TR | $684K |
HIIHUNTINGTON INGALLS INDS INC | $670K |
IBMINTERNATIONAL BUSINESS MACHS | $663K |
AMDADVANCED MICRO DEVICES INC | $661K |
ABTABBOTT LABS | $659K |
SSRMSSR MINING IN | $656K |
CUCAAVIS BUDGET GROUP | $649K |
COFCAPITAL ONE FINL CORP | $643K |
HEHAWAIIAN ELEC INDUSTRIES | $611K |
PEOEXELON CORP | $602K |
FVDFIRST TR EXCHANGE-TRADED FD | $574K |
EDCONSOLIDATED EDISON INC | $558K |
VUGVANGUARD INDEX FDS | $544K |
LLYELI LILLY & CO | $535K |
BABOEING CO | $533K |
ESGEISHARES INC | $521K |
BILSPDR SERIES TRUST | $495K |
CBOECBOE GLOBAL MKTS INC | $493K |
CSCOCISCO SYS INC | $462K |
PKNREVVITY INC | $461K |
VWOVANGUARD INTL EQUITY INDEX F | $460K |
TJXTJX COS INC NEW | $455K |
EMLCVANECK ETF TRUST | $452K |
AZOAUTOZONE INC | $451K |
NEENEXTERA ENERGY INC | $418K |
ALSALLSTATE CORP | $414K |
AFLAFLAC INC | $411K |
FYBRFRONTIER COMMUNICATIONS PARE | $402K |
4I1PHILIP MORRIS INTL INC | $393K |
CSXCSX CORP | $391K |
CEGCONSTELLATION ENERGY CORP | $390K |
BACVERIZON COMMUNICATIONS INC | $390K |
WMTWALMART INC | $386K |
GEVGE VERNOVA INC | $379K |
TXG10X GENOMICS INC | $378K |
NOCNORTHROP GRUMMAN CORP | $370K |
VGTVANGUARD WORLD FD | $369K |
SCHWSCHWAB CHARLES CORP | $367K |
BACBANK AMERICA CORP | $362K |
MDYSPDR S&P MIDCAP 400 ETF TR | $361K |
IVVISHARES TR | $352K |
METAMETA PLATFORMS INC | $352K |
REGLPROSHARES TR | $350K |
SBUXSTARBUCKS CORP | $343K |
AMTAMERICAN TOWER CORP NEW | $341K |
NDQINVESCO QQQ TR | $339K |
ETNEATON CORP PLC | $327K |
MRKMERCK & CO INC | $319K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $317K |
DIVOAMPLIFY ETF TR | $300K |
EDVVANGUARD WORLD FD | $286K |
FCALFIRST TR EXCH TRADED FD III | $272K |
CRMSALESFORCE INC | $269K |
UNPUNION PAC CORP | $267K |
HONHONEYWELL INTL INC | $266K |
EMHYISHARES INC | $262K |
AMEAMETEK INC | $256K |
INTCINTEL CORP | $246K |
KOCOCA COLA CO | $235K |
AMGNAMGEN INC | $230K |
EMREMERSON ELEC CO | $229K |
QQQXNUVEEN NASDAQ 100 DYNAMIC OV | $229K |
JBLJABIL INC | $228K |
ADSKAUTODESK INC | $219K |
PNWPINNACLE WEST CAP CORP | $219K |
UBERUBER TECHNOLOGIES INC | $215K |
NUNU HLDGS LTD | $214K |
NRANRG ENERGY INC | $209K |
LMTLOCKHEED MARTIN CORP | $207K |
ENPHENPHASE ENERGY INC | $204K |
UNHUNITEDHEALTH GROUP INC | $202K |
MMM3M CO | $200K |
MUJBLACKROCK MUNIHLDGS NJ QLTY | $119K |
VCVINVESCO CALIF VALUE MUN INCO | $114K |
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