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CIK: 0001843848
Total reported value
$413.1M
$413.1M
169 檔
22.4%
At the close of Q4 2024, TriaGen Wealth Management LLC disclosed equity holdings valued at approximately $413.1M, spread across 169 reported holdings.
TriaGen Wealth Management LLC executed strategic sector rebalancing during Q4 2024, establishing 21 new positions while fully exiting 23 holdings and trimming 51 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.74% | +0.47% | +1.72% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.61% | +1.17% | +56.72% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.17% | -0.21% | +0.73% | |
| 4 | DIVI | Franklin International Core | ETF-Other | 3.95% | -0.13% | -20.57% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.72% | +0.09% | +300.50% | |
| 6 | MGC | Vanguard Mega Cap ETF | ETF-Other | 3.32% | -0.01% | -0.04% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.77% | -0.06% | +1.44% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 2.69% | -0.24% | +1.66% | |
| 9 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 2.22% | +0.09% | -19.22% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 1.46% | +0.04% | +0.85% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.35% | -0.06% | -0.07% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.30% | -0.10% | +0.92% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.14% | -0.05% | |
| 14 | AKX | Ansys Inc | Stock-Other | 1.24% | — | +0.14% | |
| 15 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.15% | — | — | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.10% | -0.01% | +3.88% | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.08% | +0.07% | +1.82% | |
| 18 | EOG | Eog Resources Inc | Stock-Energy | 1.06% | — | -2.20% | |
| 19 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.99% | — | -4.60% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 0.98% | — | -2.38% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | -0.02% | +0.63% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.89% | -0.08% | -48.55% | |
| 23 | FXR | First Trust Indst/producers | ETF-Other | 0.87% | — | -4.55% | |
| 24 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.86% | -0.01% | -0.10% | |
| 25 | FXD | First Trust Consumer Discret | ETF-Other | 0.84% | — | -4.08% | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.83% | — | -0.07% | |
| 27 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.83% | -0.64% | EXIT | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.82% | — | -0.04% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | +0.33% | -46.78% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | +0.15% | — | |
| 31 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.76% | — | -0.09% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | +0.07% | -0.28% | |
| 33 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.75% | — | -2.35% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.75% | -0.02% | -0.79% | |
| 35 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.75% | +0.05% | +0.97% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.34% | -0.06% | |
| 37 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.68% | — | — | |
| 38 | COR | Cencora Inc | Stock-Healthcare | 0.67% | — | -0.22% | |
| 39 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.67% | -0.02% | +5.51% | |
| 40 | NDAQ | Nasdaq Inc | Stock-Financials | 0.67% | — | -0.07% | |
| 41 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.66% | -0.06% | +5.18% | |
| 42 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.66% | -0.13% | +17.85% | |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.65% | -0.02% | -0.47% | |
| 44 | ANET | Arista Networks Inc | Stock-Tech | 0.65% | — | — | |
| 45 | FAST | Fastenal Co | Stock-Industrials | 0.63% | — | -0.07% | |
| 46 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.61% | — | — | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | — | +0.76% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.60% | +0.16% | — | |
| 49 | NRG | Nrg Energy Inc | Stock-Utilities | 0.57% | — | — | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.57% | -0.02% | +0.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | +56.72% | Add |
| 2 | AAPL | Apple Inc | +1.3% | +1.72% | Add |
| 3 | LOW | Lowe's Cos Inc | +1.2% | NEW | New buy |
| 4 | CMG | Chipotle Mexican Grill Inc | +0.7% | NEW | New buy |
| 5 | ANET | Arista Networks Inc | +0.7% | NEW | New buy |
| 6 | CCL1EUR | Carnival CORP LTD | +0.6% | NEW | New buy |
| 7 | NRG | Nrg Energy Inc | +0.6% | NEW | New buy |
| 8 | MO | Altria Group Inc | +0.5% | NEW | New buy |
| 9 | GDDY | Godaddy Inc - Class A | +0.5% | NEW | New buy |
| 10 | FXO | First Trust Financial Alphad | +0.4% | NEW | New buy |
| 11 | SUB | Ishares Short-term National | +0.3% | NEW | New buy |
| 12 | SCHG | Schwab US Large-cap Growth | +0.3% | +300.50% | Add |
| 13 | VSXY | Victoria's Secret & Co | +0.2% | NEW | New buy |
| 14 | UAL | United Airlines Holdings Inc | +0.2% | NEW | New buy |
| 15 | TPL | Texas Pacific Land CORP | +0.2% | +17.85% | Add |
| 16 | AFRM | Affirm Holdings Inc | +0.2% | NEW | New buy |
| 17 | TTWO | Take-two Interactive Softwre | +0.2% | NEW | New buy |
| 18 | NFLX | Netflix Inc | +0.2% | -0.04% | Trim |
| 19 | DIS | Walt Disney Co/the | +0.2% | +1.82% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.2% | -0.05% | Trim |
| 21 | DAL | Delta Air Lines Inc | +0.1% | NEW | New buy |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | -0.07% | Trim |
| 23 | ALK | Alaska Air Group Inc | +0.1% | NEW | New buy |
| 24 | MGC | Vanguard Mega Cap ETF | +0.1% | -0.04% | Trim |
| 25 | PLTR | Palantir Technologies Inc-a | +0.1% | -21.46% | Trim |
| 26 | BA | Boeing Co/the | +0.1% | -0.79% | Trim |
| 27 | AMZN | Amazon.com Inc | +0.1% | +0.76% | Add |
| 28 | V | Visa Inc-class A Shares | +0.1% | -0.06% | Trim |
| 29 | FDN | First Trust Dj Internet Ind | +0.1% | -4.60% | Trim |
| 30 | VB | Vanguard Small-cap ETF | +0.1% | +1.66% | Add |
| 31 | AXON | Axon Enterprise Inc | +0.1% | NEW | New buy |
| 32 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 33 | AKX | Ansys Inc | +0.1% | +0.14% | Add |
| 34 | EMR | Emerson Electric Co | +0.1% | NEW | New buy |
| 35 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 36 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | New buy |
| 37 | VO | Vanguard Mid-cap ETF | +0.1% | +0.73% | Add |
| 38 | XPO | Xpo Inc | +0.1% | -0.33% | Trim |
| 39 | MS | Morgan Stanley | +0.1% | — | Unchanged |
| 40 | SOUN | Soundhound Ai Inc-a | +0.1% | — | Unchanged |
| 41 | NWL | Newell Brands Inc | +0.1% | +1.72% | Add |
| 42 | BSX | Boston Scientific CORP | +0.1% | -0.09% | Trim |
| 43 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | -0.10% | Trim |
| 44 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.46% | Add |
| 45 | COST | Costco Wholesale CORP | +0.1% | -0.07% | Trim |
| 46 | IJH | Ishares Core S&p Midcap ETF | 0% | +21.82% | Add |
| 47 | NDAQ | Nasdaq Inc | 0% | -0.07% | Trim |
| 48 | ABNB | Airbnb Inc-class A | 0% | +0.97% | Add |
| 49 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.63% | Add |
| 50 | GEV | GE Vernova Inc | 0% | +1.48% | Add |
According to official SEC Form 13F filings, TriaGen Wealth Management LLC reported a total U.S. public equity portfolio value of $413.1M across 169 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, VO) accounted for 22.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
LOW
市值: $3.4M
Top Position Liquidated / Trimmed
PLD
前期市值: $3.5M
During Q4 2024, TriaGen Wealth Management LLC's top holdings by market value included AAPL (14.7%)、NVDA (4.6%)、VO (4.2%). The largest single position, AAPL, represented 14.7% of total portfolio value.
In Q4 2024, TriaGen Wealth Management LLC made 144 total portfolio adjustments, initiating 21 new buys, adding to 49 positions, trimming 51 holdings, and fully liquidating 23 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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