TriaGen Wealth Management LLC
CIK 1843848 · Holdings on Sep 30, 2023 · First reported Oct 23, 2023
Top ten holdings
Q3 2023- AAPL6.26%
- DIVI5.88%
- VO4.11%
- SCHG3.38%
- EYLD3.13%
- MGC3.11%
- DGRO2.64%
- VB2.52%
- LSCC2.29%
- TSLA1.73%
Share classes counted separately35.05%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $12.26M | 6.26% | 71.62K shares | — | ↗▾ | |
| 02 | DIVIFRANKLIN INTERNATIONAL COREINTL COR DIV TIL View history and evidence | $11.53M | 5.88% | 413.05K shares | — | ↗▾ | |
| 03 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $8.06M | 4.11% | 38.69K shares | — | ↗▾ | |
| 04 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $6.63M | 3.38% | 91.14K shares | — | ↗▾ | |
| 05 | EYLDCAMBRIA EMERG SHRHLDR YIELDEMRG SHAREHLDR View history and evidence | $6.14M | 3.13% | 214.25K shares | — | ↗▾ | |
| 06 | MGCVNGRD MRNGSTR MG CAP ETF-USDMEGA CAP INDEX View history and evidence | $6.09M | 3.11% | 40.09K shares | — | ↗▾ | |
| 07 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $5.17M | 2.64% | 104.31K shares | — | ↗▾ | |
| 08 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $4.94M | 2.52% | 26.12K shares | — | ↗▾ | |
| 09 | LSCCLATTICE SEMICONDUCTOR CORP View history and evidence | $4.49M | 2.29% | 52.25K shares | — | ↗▾ | |
| 10 | TSLATESLA INC View history and evidence | $3.39M | 1.73% | 13.53K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 23
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PII POLARIS INC | Non-derivative | — | — | SEC filing ↗ | |
| VICI VICI PROPERTIES INC | Non-derivative | — | — | SEC filing ↗ | |
| IPG INTERPUBLIC GROUP OF COS INC | Non-derivative | — | — | SEC filing ↗ |
3 / 23 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1843848 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 196024889
}Research all 153 reported holdings.
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