The Analysis of TriaGen Wealth Management LLC's Holdings

Currently, TriaGen Wealth Management LLC holds 183 types of securities in its portfolio with a total value $383.3M. In the most recent quarter, they have increased their positions in FLOT (+180.6K shares, valued at $9.2M), CTVA (+63.3K shares, valued at $4.3M), DIVI (+111.4K shares, valued at $4.2M); decreased their positions in INTC (-88.1K shares, valued at $3.0M), EA (-14.6K shares, valued at $3.0M), CBRE (-16.0K shares, valued at $2.5M); initiated new positions in CTVA (+63.3K shares, valued at $4.3M), CTA (+101.0K shares, valued at $2.8M), SHOP (+17.2K shares, valued at $2.6M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC161.9K shares-0.26%2025-09-302025-10-22

DIVI FRANKLIN TEMPLETON ETF TR579.5K shares23.79%2025-09-302025-10-22

VO VANGUARD INDEX FDS51.5K shares3.18%2025-09-302025-10-22

SCHG SCHWAB STRATEGIC TR383.5K shares1.24%2025-09-302025-10-22

MGC VANGUARD WORLD FD47.6K shares1.06%2025-09-302025-10-22

FLOT ISHARES TR207.0K shares683.24%2025-09-302025-10-22

DGRO ISHARES TR154.9K shares8.72%2025-09-302025-10-22

EYLD CAMBRIA ETF TR279.5K shares19.00%2025-09-302025-10-22

Sponsored

VB VANGUARD INDEX FDS36.5K shares4.13%2025-09-302025-10-22

NVDA NVIDIA CORPORATION45.1K shares-9.74%2025-09-302025-10-22

IAU ISHARES GOLD TR88.2K shares6.81%2025-09-302025-10-22

CVX CHEVRON CORP NEW33.0K shares165.73%2025-09-302025-10-22

TTWO TAKE-TWO INTERACTIVE SOFTWAR18.6K shares0.25%2025-09-302025-10-22

MCD MCDONALDS CORP14.4K shares-1.16%2025-09-302025-10-22

LNG CHENIERE ENERGY INC18.4K shares-0.93%2025-09-302025-10-22

COST COSTCO WHSL CORP NEW4.6K shares-0.54%2025-09-302025-10-22

Sponsored

CTVA CORTEVA INC63.3K sharesnew addition2025-09-302025-10-22

VBR VANGUARD INDEX FDS20.3K shares8.28%2025-09-302025-10-22

DIS DISNEY WALT CO33.4K shares11.47%2025-09-302025-10-22

DPZ DOMINOS PIZZA INC8.6K shares-3.62%2025-09-302025-10-22

VCSH VANGUARD SCOTTSDALE FDS45.3K shares-8.19%2025-09-302025-10-22

MA MASTERCARD INCORPORATED6.0K shares39.91%2025-09-302025-10-22

MSFT MICROSOFT CORP6.4K shares-1.10%2025-09-302025-10-22

NFLX NETFLIX INC2.7K shares-0.77%2025-09-302025-10-22

Sponsored

VTI VANGUARD INDEX FDS9.5K shares-0.21%2025-09-302025-10-22

AVGO BROADCOM INC9.3K shares213.01%2025-09-302025-10-22

ZS ZSCALER INC10.1K shares-0.73%2025-09-302025-10-22

EA ELECTRONIC ARTS INC14.4K shares-50.36%2025-09-302025-10-22

EBAY EBAY INC.31.8K shares-0.73%2025-09-302025-10-22

CTA SIMPLIFY EXCHANGE TRADED FUN101.0K sharesnew addition2025-09-302025-10-22

IUSG ISHARES TR17.1K shares-0.44%2025-09-302025-10-22

COF CAPITAL ONE FINL CORP12.9K shares380.99%2025-09-302025-10-22

Sponsored

VMBS VANGUARD SCOTTSDALE FDS56.8K shares8.50%2025-09-302025-10-22

MCK MCKESSON CORP3.4K shares-0.78%2025-09-302025-10-22

COR CENCORA INC8.4K shares-0.61%2025-09-302025-10-22

SHOP SHOPIFY INC17.2K sharesnew addition2025-09-302025-10-22

AMZN AMAZON COM INC11.6K shares38.43%2025-09-302025-10-22

XEL XCEL ENERGY INC31.4K shares-49.80%2025-09-302025-10-22

META META PLATFORMS INC3.4K shares532.41%2025-09-302025-10-22

CBRE CBRE GROUP INC15.8K shares-50.38%2025-09-302025-10-22

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD8.7K shares-2.56%2025-09-302025-10-22

JPM JPMORGAN CHASE & CO.7.7K shares-0.52%2025-09-302025-10-22

DFCA DIMENSIONAL ETF TRUST47.8K shares22.01%2025-09-302025-10-22

ABNB AIRBNB INC19.4K shares10.57%2025-09-302025-10-22

FXO FIRST TR EXCHANGE TRADED FD39.4K shares-2.18%2025-09-302025-10-22

ESGD ISHARES TR25.0K shares-0.13%2025-09-302025-10-22

FXU FIRST TR EXCHANGE TRADED FD51.2K shares-2.12%2025-09-302025-10-22

BSX BOSTON SCIENTIFIC CORP23.7K shares-0.19%2025-09-302025-10-22

Sponsored

CME CME GROUP INC8.6K shares-0.80%2025-09-302025-10-22

FXR FIRST TR EXCHANGE TRADED FD29.6K shares-1.88%2025-09-302025-10-22

FAST FASTENAL CO47.1K shares-0.69%2025-09-302025-10-22

WMT WALMART INC22.3K shares-4.87%2025-09-302025-10-22

VCIT VANGUARD SCOTTSDALE FDS27.1K shares9.44%2025-09-302025-10-22

NKE NIKE INC31.5K shares809.72%2025-09-302025-10-22

IBKR INTERACTIVE BROKERS GROUP IN31.8K sharesnew addition2025-09-302025-10-22

T AT&T INC77.2K shares921.44%2025-09-302025-10-22

Sponsored

QQXT FIRST TR EXCHANGE-TRADED FD22.0K shares-1.94%2025-09-302025-10-22

TSLA TESLA INC4.8K shares-4.83%2025-09-302025-10-22

RMD RESMED INC7.8K shares-50.31%2025-09-302025-10-22

V VISA INC6.1K shares-1.11%2025-09-302025-10-22

SLQT SELECTQUOTE INC1.1M shares0.00%2025-09-302025-10-22

EXEL EXELIXIS INC49.0K sharesnew addition2025-09-302025-10-22

BRK.B BERKSHIRE HATHAWAY INC DEL3.9K shares-21.75%2025-09-302025-10-22

DGX QUEST DIAGNOSTICS INC10.0K shares-1.11%2025-09-302025-10-22

Sponsored

COIN COINBASE GLOBAL INC5.6K shares180.04%2025-09-302025-10-22

PLTR PALANTIR TECHNOLOGIES INC10.0K shares0.03%2025-09-302025-10-22

SHY ISHARES TR21.6K shares5.21%2025-09-302025-10-22

JPST J P MORGAN EXCHANGE TRADED F33.2K shares0.77%2025-09-302025-10-22

GE GE AEROSPACE5.6K shares0.09%2025-09-302025-10-22

JPIB J P MORGAN EXCHANGE TRADED F34.1K sharesnew addition2025-09-302025-10-22

IUSV ISHARES TR16.4K shares-0.61%2025-09-302025-10-22

MKC MCCORMICK & CO INC23.0K shares-4.96%2025-09-302025-10-22

Sponsored

SHYG ISHARES TR33.8K shares-1.03%2025-09-302025-10-22

TPL TEXAS PACIFIC LAND CORPORATI1.4K shares0.00%2025-09-302025-10-22

GOOGL ALPHABET INC5.3K shares-1.85%2025-09-302025-10-22

VUSB VANGUARD BD INDEX FDS25.7K shares-12.54%2025-09-302025-10-22

GILD GILEAD SCIENCES INC11.5K sharesnew addition2025-09-302025-10-22

HOOD ROBINHOOD MKTS INC8.8K shares4.02%2025-09-302025-10-22

OKE ONEOK INC NEW16.8K shares-5.08%2025-09-302025-10-22

XOM EXXON MOBIL CORP10.6K shares-5.90%2025-09-302025-10-22

Sponsored

SHW SHERWIN WILLIAMS CO3.4K shares10.64%2025-09-302025-10-22

VTEB VANGUARD MUN BD FDS23.1K shares0.00%2025-09-302025-10-22

IEF ISHARES TR11.3K shares18.46%2025-09-302025-10-22

ORCL ORACLE CORP3.7K shares0.00%2025-09-302025-10-22

RTX RTX CORPORATION6.2K shares-0.48%2025-09-302025-10-22

GOOG ALPHABET INC4.0K shares-0.71%2025-09-302025-10-22

HD HOME DEPOT INC2.4K shares0.00%2025-09-302025-10-22

NEM NEWMONT CORP11.6K shares3.25%2025-09-302025-10-22

Sponsored

MS MORGAN STANLEY5.8K shares-0.05%2025-09-302025-10-22

SUB ISHARES TR8.5K shares0.00%2025-09-302025-10-22

CELH CELSIUS HLDGS INC15.8K shares1.40%2025-09-302025-10-22

SPY SPDR S&P 500 ETF TR1.4K shares-2.59%2025-09-302025-10-22

FALN ISHARES TR32.4K shares-11.19%2025-09-302025-10-22

JNJ JOHNSON & JOHNSON4.8K shares-5.01%2025-09-302025-10-22

CVS CVS HEALTH CORP11.5K shares-1.17%2025-09-302025-10-22

VEA VANGUARD TAX-MANAGED FDS14.4K shares0.00%2025-09-302025-10-22

Sponsored

PG PROCTER AND GAMBLE CO5.5K shares-0.90%2025-09-302025-10-22

CAR AVIS BUDGET GROUP5.1K shares0.66%2025-09-302025-10-22

ABBV ABBVIE INC3.5K shares-2.13%2025-09-302025-10-22

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-22

IBM INTERNATIONAL BUSINESS MACHS2.6K shares-5.92%2025-09-302025-10-22

SSRM SSR MINING IN29.9K shares-48.87%2025-09-302025-10-22

KSS KOHLS CORP47.5K sharesnew addition2025-09-302025-10-22

ABT ABBOTT LABS5.3K shares216.16%2025-09-302025-10-22

Sponsored

SUSA ISHARES TR5.2K shares0.00%2025-09-302025-10-22

VRT VERTIV HOLDINGS CO4.6K sharesnew addition2025-09-302025-10-22

NFG NATIONAL FUEL GAS CO7.5K shares0.74%2025-09-302025-10-22

AAP ADVANCE AUTO PARTS INC11.2K shares3.04%2025-09-302025-10-22

NUSC NUSHARES ETF TR15.3K shares0.00%2025-09-302025-10-22

CALI BLACKROCK ETF TRUST II13.1K shares19.37%2025-09-302025-10-22

DG DOLLAR GEN CORP NEW6.3K shares2.58%2025-09-302025-10-22

PGR PROGRESSIVE CORP2.6K shares2.10%2025-09-302025-10-22

Sponsored

EXC EXELON CORP13.9K shares-1.35%2025-09-302025-10-22

ED CONSOLIDATED EDISON INC5.9K shares-5.45%2025-09-302025-10-22

FVD FIRST TR EXCHANGE-TRADED FD12.5K shares0.00%2025-09-302025-10-22

AZO AUTOZONE INC133 shares3.10%2025-09-302025-10-22

HII HUNTINGTON INGALLS INDS INC1.9K shares5.04%2025-09-302025-10-22

HE HAWAIIAN ELEC INDUSTRIES49.7K shares-0.59%2025-09-302025-10-22

VUG VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-10-22

SBUX STARBUCKS CORP6.1K shares-14.98%2025-09-302025-10-22

Sponsored

ESGE ISHARES INC11.8K shares0.31%2025-09-302025-10-22

BA BOEING CO2.3K shares0.00%2025-09-302025-10-22

VZ VERIZON COMMUNICATIONS INC11.4K shares-4.09%2025-09-302025-10-22

MCHP MICROCHIP TECHNOLOGY INC.7.7K shares-3.51%2025-09-302025-10-22

CERT CERTARA INC40.3K shares-0.68%2025-09-302025-10-22

CBOE CBOE GLOBAL MKTS INC2.0K sharesnew addition2025-09-302025-10-22

VWO VANGUARD INTL EQUITY INDEX F8.6K shares-0.87%2025-09-302025-10-22

HRB BLOCK H & R INC9.0K shares3.76%2025-09-302025-10-22

Sponsored

EMLC VANECK ETF TRUST17.5K sharesnew addition2025-09-302025-10-22

WBD WARNER BROS DISCOVERY INC22.7K sharesnew addition2025-09-302025-10-22

TJX TJX COS INC NEW3.0K shares-0.03%2025-09-302025-10-22

ALL ALLSTATE CORP2.0K shares0.00%2025-09-302025-10-22

NOC NORTHROP GRUMMAN CORP691 shares-3.09%2025-09-302025-10-22

RVTY REVVITY INC4.8K shares0.00%2025-09-302025-10-22

AFL AFLAC INC3.6K shares7.48%2025-09-302025-10-22

CSCO CISCO SYS INC5.9K shares-10.90%2025-09-302025-10-22

Sponsored

AMT AMERICAN TOWER CORP NEW2.1K shares-0.57%2025-09-302025-10-22

PM PHILIP MORRIS INTL INC2.5K shares0.82%2025-09-302025-10-22

FYBR FRONTIER COMMUNICATIONS PARE10.6K shares0.00%2025-09-302025-10-22

NEE NEXTERA ENERGY INC5.2K shares-13.06%2025-09-302025-10-22

UNP UNION PAC CORP1.6K shares0.00%2025-09-302025-10-22

ETN EATON CORP PLC1.0K shares0.00%2025-09-302025-10-22

CSX CSX CORP10.8K shares-0.18%2025-09-302025-10-22

VGT VANGUARD WORLD FD490 shares0.00%2025-09-302025-10-22

Sponsored

CEG CONSTELLATION ENERGY CORP1.1K shares-2.64%2025-09-302025-10-22

MDY SPDR S&P MIDCAP 400 ETF TR600 shares0.00%2025-09-302025-10-22

GEV GE VERNOVA INC581 shares-0.68%2025-09-302025-10-22

REGL PROSHARES TR4.2K shares0.00%2025-09-302025-10-22

BAC BANK AMERICA CORP6.9K shares-13.96%2025-09-302025-10-22

SCHW SCHWAB CHARLES CORP3.7K shares-2.75%2025-09-302025-10-22

IVV ISHARES TR515 shares0.00%2025-09-302025-10-22

QQQ INVESCO QQQ TR553 shares-41.97%2025-09-302025-10-22

Sponsored

UNH UNITEDHEALTH GROUP INC948 sharesnew addition2025-09-302025-10-22

QQQX NUVEEN NASDAQ 100 DYNAMIC OV11.0K shares0.00%2025-09-302025-10-22

EDV VANGUARD WORLD FD4.4K shares22.07%2025-09-302025-10-22

TSM TAIWAN SEMICONDUCTOR MFG LTD1.0K shares-3.15%2025-09-302025-10-22

HON HONEYWELL INTL INC1.4K shares0.00%2025-09-302025-10-22

AXON AXON ENTERPRISE INC395 shares-8.78%2025-09-302025-10-22

CRM SALESFORCE INC1.2K sharesnew addition2025-09-302025-10-22

FCAL FIRST TR EXCH TRADED FD III5.7K shares-13.38%2025-09-302025-10-22

Sponsored

DIVO AMPLIFY ETF TR6.1K shares0.00%2025-09-302025-10-22

LITE LUMENTUM HLDGS INC1.7K sharesnew addition2025-09-302025-10-22

MRK MERCK & CO INC3.0K shares-1.68%2025-09-302025-10-22

ICE INTERCONTINENTAL EXCHANGE IN1.5K shares-9.43%2025-09-302025-10-22

EMHY ISHARES INC6.4K sharesnew addition2025-09-302025-10-22

ADSK AUTODESK INC740 shares-21.69%2025-09-302025-10-22

AME AMETEK INC1.3K shares-0.16%2025-09-302025-10-22

VICI VICI PPTYS INC7.1K shares0.00%2025-09-302025-10-22

Sponsored

ENPH ENPHASE ENERGY INC6.5K shares0.00%2025-09-302025-10-22

INTC INTEL CORP6.8K shares-92.85%2025-09-302025-10-22

EMR EMERSON ELEC CO1.7K shares0.00%2025-09-302025-10-22

KO COCA COLA CO3.4K shares-12.00%2025-09-302025-10-22

PNW PINNACLE WEST CAP CORP2.5K shares0.00%2025-09-302025-10-22

JBL JABIL INC1.0K shares6.71%2025-09-302025-10-22

LMT LOCKHEED MARTIN CORP430 shares-6.52%2025-09-302025-10-22

TQQQ PROSHARES TR2.0K sharesnew addition2025-09-302025-10-22

Sponsored

NRG NRG ENERGY INC1.3K sharesnew addition2025-09-302025-10-22

NU NU HLDGS LTD12.5K shares0.00%2025-09-302025-10-22

QS QUANTUMSCAPE CORP14.4K sharesnew addition2025-09-302025-10-22

MUJ BLACKROCK MUNIHLDGS NJ QLTY10.0K shares0.00%2025-09-302025-10-22

VCV INVESCO CALIF VALUE MUN INCO10.3K shares0.00%2025-09-302025-10-22

TLRY TILRAY BRANDS INC10.5K sharesnew addition2025-09-302025-10-22

QSI QUANTUM SI INC10.0K shares0.00%2025-09-302025-10-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available