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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ORCLORACLE CORP | 3,696 | $720.0M | 0.19% | |
| 102 | SUSAISHARES TR | 5,169 | $720.0M | 0.19% | |
| 103 | NUSCNUSHARES ETF TR | 15,320 | $684.0M | 0.18% | |
| 104 | HIIHUNTINGTON INGALLS INDS INC | 1,971 | $670.0M | 0.17% | |
| 105 | IBMINTERNATIONAL BUSINESS MACHS | 2,239 | $663.0M | 0.17% | |
| 106 | AMDADVANCED MICRO DEVICES INC | 3,088 | $661.0M | 0.17% | |
| 107 | ABTABBOTT LABS | 5,264 | $659.0M | 0.17% | |
| 108 | SSRMSSR MINING IN | 29,937 | $656.0M | 0.17% | |
| 109 | CUCAAVIS BUDGET GROUP | 5,065 | $649.0M | 0.17% | |
| 110 | COFCAPITAL ONE FINL CORP | 2,656 | $643.0M | 0.17% | |
| 111 | HEHAWAIIAN ELEC INDUSTRIES | 49,731 | $611.0M | 0.16% | |
| 112 | PEOEXELON CORP | 13,823 | $602.0M | 0.16% | |
| 113 | FVDFIRST TR EXCHANGE-TRADED FD | 12,459 | $574.0M | 0.15% | |
| 114 | EDCONSOLIDATED EDISON INC | 5,627 | $558.0M | 0.14% | |
| 115 | VUGVANGUARD INDEX FDS | 1,116 | $544.0M | 0.14% | |
| 116 | LLYELI LILLY & CO | 498 | $535.0M | 0.14% | |
| 117 | BABOEING CO | 2,458 | $533.0M | 0.14% | |
| 118 | ESGEISHARES INC | 11,799 | $521.0M | 0.13% | |
| 119 | BILSPDR SERIES TRUST | 5,426 | $495.0M | 0.13% | |
| 120 | CBOECBOE GLOBAL MKTS INC | 1,965 | $493.0M | 0.13% | |
| 121 | CSCOCISCO SYS INC | 6,007 | $462.0M | 0.12% | |
| 122 | PKNREVVITY INC | 4,767 | $461.0M | 0.12% | |
| 123 | VWOVANGUARD INTL EQUITY INDEX F | 8,558 | $460.0M | 0.12% | |
| 124 | TJXTJX COS INC NEW | 2,964 | $455.0M | 0.12% | |
| 125 | EMLCVANECK ETF TRUST | 17,543 | $452.0M | 0.12% | |
| 126 | AZOAUTOZONE INC | 133 | $451.0M | 0.12% | |
| 127 | NEENEXTERA ENERGY INC | 5,219 | $418.0M | 0.11% | |
| 128 | ALSALLSTATE CORP | 1,993 | $414.0M | 0.11% | |
| 129 | AFLAFLAC INC | 3,735 | $411.0M | 0.11% | |
| 130 | FYBRFRONTIER COMMUNICATIONS PARE | 10,577 | $402.0M | 0.10% | |
| 131 | 4I1PHILIP MORRIS INTL INC | 2,452 | $393.0M | 0.10% | |
| 132 | CSXCSX CORP | 10,807 | $391.0M | 0.10% | |
| 133 | CEGCONSTELLATION ENERGY CORP | 1,106 | $390.0M | 0.10% | |
| 134 | BACVERIZON COMMUNICATIONS INC | 9,579 | $390.0M | 0.10% | |
| 135 | WMTWALMART INC | 3,472 | $386.0M | 0.10% | |
| 136 | GEVGE VERNOVA INC | 581 | $379.0M | 0.10% | |
| 137 | TXG10X GENOMICS INC | 23,204 | $378.0M | 0.10% | |
| 138 | NOCNORTHROP GRUMMAN CORP | 649 | $370.0M | 0.10% | |
| 139 | VGTVANGUARD WORLD FD | 490 | $369.0M | 0.10% | |
| 140 | SCHWSCHWAB CHARLES CORP | 3,677 | $367.0M | 0.09% | |
| 141 | BACBANK AMERICA CORP | 6,584 | $362.0M | 0.09% | |
| 142 | MDYSPDR S&P MIDCAP 400 ETF TR | 600 | $361.0M | 0.09% | |
| 143 | IVVISHARES TR | 515 | $352.0M | 0.09% | |
| 144 | METAMETA PLATFORMS INC | 534 | $352.0M | 0.09% | |
| 145 | REGLPROSHARES TR | 4,165 | $350.0M | 0.09% | |
| 146 | SBUXSTARBUCKS CORP | 4,075 | $343.0M | 0.09% | |
| 147 | AMTAMERICAN TOWER CORP NEW | 1,945 | $341.0M | 0.09% | |
| 148 | NDQINVESCO QQQ TR | 553 | $339.0M | 0.09% | |
| 149 | ETNEATON CORP PLC | 1,028 | $327.0M | 0.08% | |
| 150 | MRKMERCK & CO INC | 3,037 | $319.0M | 0.08% | |
| 151 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,046 | $317.0M | 0.08% | |
| 152 | DIVOAMPLIFY ETF TR | 6,750 | $300.0M | 0.08% | |
| 153 | EDVVANGUARD WORLD FD | 4,400 | $286.0M | 0.07% | |
| 154 | FCALFIRST TR EXCH TRADED FD III | 5,523 | $272.0M | 0.07% | |
| 155 | CRMSALESFORCE INC | 1,018 | $269.0M | 0.07% | |
| 156 | UNPUNION PAC CORP | 1,156 | $267.0M | 0.07% | |
| 157 | HONHONEYWELL INTL INC | 1,366 | $266.0M | 0.07% | |
| 158 | EMHYISHARES INC | 6,502 | $262.0M | 0.07% | |
| 159 | AMEAMETEK INC | 1,250 | $256.0M | 0.07% | |
| 160 | INTCINTEL CORP | 6,687 | $246.0M | 0.06% | |
| 161 | KOCOCA COLA CO | 3,368 | $235.0M | 0.06% | |
| 162 | AMGNAMGEN INC | 705 | $230.0M | 0.06% | |
| 163 | EMREMERSON ELEC CO | 1,731 | $229.0M | 0.06% | |
| 164 | QQQXNUVEEN NASDAQ 100 DYNAMIC OV | 8,060 | $229.0M | 0.06% | |
| 165 | JBLJABIL INC | 1,002 | $228.0M | 0.06% | |
| 166 | ADSKAUTODESK INC | 740 | $219.0M | 0.06% | |
| 167 | PNWPINNACLE WEST CAP CORP | 2,477 | $219.0M | 0.06% | |
| 168 | UBERUBER TECHNOLOGIES INC | 2,633 | $215.0M | 0.06% | |
| 169 | NUNU HLDGS LTD | 12,800 | $214.0M | 0.06% | |
| 170 | NRANRG ENERGY INC | 1,315 | $209.0M | 0.05% | |
| 171 | LMTLOCKHEED MARTIN CORP | 430 | $207.0M | 0.05% | |
| 172 | ENPHENPHASE ENERGY INC | 6,381 | $204.0M | 0.05% | |
| 173 | UNHUNITEDHEALTH GROUP INC | 613 | $202.0M | 0.05% | |
| 174 | MMM3M CO | 1,254 | $200.0M | 0.05% | |
| 175 | MUJBLACKROCK MUNIHLDGS NJ QLTY | 10,000 | $119.0M | 0.03% | |
| 176 | VCVINVESCO CALIF VALUE MUN INCO | 10,300 | $114.0M | 0.03% |
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