TriaGen Wealth Management LLC
CIK 1843848 · Holdings on Dec 31, 2024 · First reported Jan 23, 2025
Top ten holdings
Q4 2024- AAPL14.74%
- NVDA4.61%
- VO4.17%
- DIVI3.95%
- SCHG3.72%
- MGC3.32%
- DGRO2.77%
- VB2.69%
- EYLD2.22%
- IAU1.46%
Share classes counted separately43.65%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +1.97 pp2.64% → 4.61%Shares +36.88K (+56.72%)
- DIVIWeight decreased · -1.51 pp5.46% → 3.95%Shares -101.18K (-20.57%)
- AAPLWeight increased · +1.34 pp13.40% → 14.74%Shares +2.96K (+1.72%)
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 | AAPLAPPLE INC View history and evidence | $43.74M | 14.74% | 174.65K shares | 13.40% → 14.74%+1.34 pp +2.96K (+1.72%) | Added | ↗▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $13.68M | 4.61% | 101.90K shares | 2.64% → 4.61%+1.97 pp +36.88K (+56.72%) | Added | ↗▾ |
| 03 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $12.36M | 4.17% | 46.80K shares | 4.10% → 4.17%+0.07 pp +339 (+0.73%) | Added | ↗▾ |
| 04 | DIVIFRANKLIN INTERNATIONAL COREINTL COR DIV TIL View history and evidence | $11.72M | 3.95% | 390.58K shares | 5.46% → 3.95%-1.51 pp -101.18K (-20.57%) | Reduced | ↗▾ |
| 05 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $11.03M | 3.72% | 395.77K shares | 3.45% → 3.72%+0.27 pp +296.95K (+300.50%) | Added | ↗▾ |
| 06 | MGCVNGRD MRNGSTR MG CAP ETF-USDMEGA CAP INDEX View history and evidence | $9.85M | 3.32% | 46.31K shares | 3.21% → 3.32%+0.11 pp -19 (-0.04%) | Reduced | ↗▾ |
| 07 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $8.23M | 2.77% | 134.23K shares | 2.78% → 2.77%-0.01 pp +1.91K (+1.44%) | Added | ↗▾ |
| 08 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $7.98M | 2.69% | 33.21K shares | 2.60% → 2.69%+0.09 pp +541 (+1.66%) | Added | ↗▾ |
| 09 | EYLDCAMBRIA EMERG SHRHLDR YIELDEMRG SHAREHLDR View history and evidence | $6.59M | 2.22% | 210.42K shares | 3.02% → 2.22%-0.80 pp -50.06K (-19.22%) | Reduced | ↗▾ |
| 10 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $4.34M | 1.46% | 87.67K shares | 1.45% → 1.46%+0.01 pp +742 (+0.85%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 22
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PLD PROLOGIS INC | Non-derivative | -27,796 | -$3.51M | SEC filing ↗ | SEC filing ↗ |
| VRTX VERTEX PHARMACEUTICALS INC | Non-derivative | -4,468 | -$2.08M | SEC filing ↗ | SEC filing ↗ |
| EMN EASTMAN CHEMICAL CO | Non-derivative | -16,441 | -$1.84M | SEC filing ↗ | SEC filing ↗ |
3 / 22 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 296777095
}Research all 169 reported holdings.
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