TriaGen Wealth Management LLC
CIK 1843848 · Holdings on Mar 31, 2024 · First reported Apr 23, 2024
Top ten holdings
Q1 2024- DIVI6.14%
- AAPL5.31%
- VO4.57%
- SCHG3.59%
- NVDA3.57%
- EYLD3.35%
- MGC3.28%
- DGRO3.04%
- VB2.85%
- AKX1.59%
Share classes counted separately37.29%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +1.80 pp1.77% → 3.57%Shares +1.99K (+26.51%)
- AAPLWeight decreased · -1.73 pp7.04% → 5.31%Shares -2.07K (-2.70%)
- DIVIWeight increased · +1.71 pp4.43% → 6.14%Shares +156.96K (+51.87%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DIVIFRANKLIN INTERNATIONAL COREINTL COR DIV TIL View history and evidence | $14.79M | 6.14% | 459.55K shares | 4.43% → 6.14%+1.71 pp +156.96K (+51.87%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $12.80M | 5.31% | 74.66K shares | 7.04% → 5.31%-1.73 pp -2.07K (-2.70%) | Reduced | ↗▾ |
| 03 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $11.03M | 4.57% | 44.13K shares | 4.47% → 4.57%+0.10 pp +3.85K (+9.55%) | Added | ↗▾ |
| 04 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $8.64M | 3.59% | 93.23K shares | 3.56% → 3.59%+0.03 pp +3.14K (+3.49%) | Added | ↗▾ |
| 05 | NVDANVIDIA CORP View history and evidence | $8.59M | 3.57% | 9.51K shares | 1.77% → 3.57%+1.80 pp +1.99K (+26.51%) | Added | ↗▾ |
| 06 | EYLDCAMBRIA EMERG SHRHLDR YIELDEMRG SHAREHLDR View history and evidence | $8.06M | 3.35% | 240.45K shares | 2.42% → 3.35%+0.93 pp +78.44K (+48.42%) | Added | ↗▾ |
| 07 | MGCVNGRD MRNGSTR MG CAP ETF-USDMEGA CAP INDEX View history and evidence | $7.91M | 3.28% | 42.31K shares | 3.29% → 3.28%-0.01 pp +1.56K (+3.83%) | Added | ↗▾ |
| 08 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $7.33M | 3.04% | 126.18K shares | 2.87% → 3.04%+0.17 pp +14.14K (+12.62%) | Added | ↗▾ |
| 09 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $6.87M | 2.85% | 30.05K shares | 2.75% → 2.85%+0.10 pp +3.05K (+11.30%) | Added | ↗▾ |
| 10 | AKXANSYS INC View history and evidence | $3.83M | 1.59% | 11.03K shares | Prior unavailable +11.03K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 16
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CELH CELSIUS HOLDINGS INC | Non-derivative | -44,406 | -$2.42M | SEC filing ↗ | SEC filing ↗ |
| UAPR INNOVATOR U.S. EQUITY ULTRA | Non-derivative | -49,148 | -$1.35M | SEC filing ↗ | SEC filing ↗ |
| DAUG FT VEST U.S. EQUITY DEEP BUF | Non-derivative | -30,290 | -$1.07M | SEC filing ↗ | SEC filing ↗ |
3 / 16 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 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 241026538
}Research all 160 reported holdings.
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