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CIK: 0001843848
Total reported value
$413.1M
$413.1M
166 檔
19.7%
During the Q1 2025 filing period, TriaGen Wealth Management LLC (CIK: 0001843848) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $413.1M across 166 reported positions.
In Q1 2025, TriaGen Wealth Management LLC displayed an active expansion posture, initiating 166 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.09% | +0.47% | -4.31% | |
| 2 | DIVI | Franklin International Core | ETF-Other | 4.75% | -0.13% | +5.76% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.23% | -0.21% | -0.99% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.41% | +0.09% | -2.54% | |
| 5 | MGC | Vanguard Mega Cap ETF | ETF-Other | 3.27% | -0.01% | -0.66% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.95% | -0.06% | +0.82% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.84% | +1.17% | -27.17% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 2.61% | -0.24% | +0.47% | |
| 9 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 2.43% | +0.09% | +3.23% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 1.69% | +0.04% | -7.05% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.59% | -0.02% | +861.65% | |
| 12 | COM | Direxion Auspice Brd Cmdty | ETF-Other | 1.52% | — | — | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.46% | -0.06% | -0.11% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | -0.14% | -1.11% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.30% | -0.01% | +12.29% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.24% | -0.10% | -2.87% | |
| 17 | AKX | Ansys Inc | Stock-Other | 1.20% | — | -1.44% | |
| 18 | EOG | Eog Resources Inc | Stock-Energy | 1.16% | — | -0.51% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.00% | +0.07% | -0.43% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.99% | — | +198.58% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | +0.07% | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | -0.02% | -0.89% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.90% | — | -0.18% | |
| 24 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.89% | — | -1.74% | |
| 25 | COR | Cencora Inc | Stock-Healthcare | 0.87% | — | -0.78% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.85% | +0.33% | -1.08% | |
| 27 | MCK | Mckesson CORP | Stock-Healthcare | 0.82% | +0.05% | NEW | |
| 28 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.82% | -0.02% | +13.89% | |
| 29 | CME | Cme Group Inc | Stock-Financials | 0.81% | — | — | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | -0.34% | -1.14% | |
| 31 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.81% | -0.13% | -2.10% | |
| 32 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.77% | -0.01% | -5.41% | |
| 33 | INTC | Intel CORP | Stock-Tech | 0.77% | -0.42% | — | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.73% | -0.02% | -0.34% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.72% | +0.16% | -0.20% | |
| 36 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.71% | -0.04% | — | |
| 37 | FAST | Fastenal Co | Stock-Industrials | 0.71% | — | -0.19% | |
| 38 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.70% | — | +30.11% | |
| 39 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.70% | +0.05% | -1.65% | |
| 40 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.70% | -0.06% | EXIT | |
| 41 | ANET | Arista Networks Inc | Stock-Tech | 0.69% | — | +46.64% | |
| 42 | GEV | GE Vernova Inc | Stock-Industrials | 0.69% | -0.04% | +369.10% | |
| 43 | LNG | Cheniere Energy Inc | Stock-Energy | 0.69% | +0.01% | — | |
| 44 | NDAQ | Nasdaq Inc | Stock-Financials | 0.69% | — | -0.18% | |
| 45 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.68% | -0.06% | -0.64% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.68% | -0.02% | +12.60% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | +0.15% | -9.25% | |
| 48 | NRG | Nrg Energy Inc | Stock-Utilities | 0.64% | — | — | |
| 49 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.63% | +0.03% | -0.85% | |
| 50 | OKE | Oneok Inc | Stock-Energy | 0.63% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | DIVI | Franklin International Core | — | NEW | New buy |
| 3 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 4 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 5 | MGC | Vanguard Mega Cap ETF | — | NEW | New buy |
| 6 | DGRO | Ishares Core Dividend Growth | — | NEW | New buy |
| 7 | NVDA | Nvidia CORP | — | NEW | New buy |
| 8 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 9 | EYLD | Cambria Emerg Shrhldr Yield | — | NEW | New buy |
| 10 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 11 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 12 | COM | Direxion Auspice Brd Cmdty | — | NEW | New buy |
| 13 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 16 | VBR | Vanguard Small-cap Value ETF | — | NEW | New buy |
| 17 | AKX | Ansys Inc | — | NEW | New buy |
| 18 | EOG | Eog Resources Inc | — | NEW | New buy |
| 19 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 20 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 22 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 23 | NFLX | Netflix Inc | — | NEW | New buy |
| 24 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 25 | COR | Cencora Inc | — | NEW | New buy |
| 26 | MA | Mastercard Inc - A | — | NEW | New buy |
| 27 | MCK | Mckesson CORP | — | NEW | New buy |
| 28 | VMBS | Vanguard Mortgage-backed Sec | — | NEW | New buy |
| 29 | CME | Cme Group Inc | — | NEW | New buy |
| 30 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 31 | TPL | Texas Pacific Land CORP | — | NEW | New buy |
| 32 | IUSG | Ishares Core S&p U.s. Growth | — | NEW | New buy |
| 33 | INTC | Intel CORP | — | NEW | New buy |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | — | NEW | New buy |
| 35 | CVX | Chevron CORP | — | NEW | New buy |
| 36 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 37 | FAST | Fastenal Co | — | NEW | New buy |
| 38 | DBMF | Imgp Dbi Managed Futures Str | — | NEW | New buy |
| 39 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 40 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 41 | ANET | Arista Networks Inc | — | NEW | New buy |
| 42 | GEV | GE Vernova Inc | — | NEW | New buy |
| 43 | LNG | Cheniere Energy Inc | — | NEW | New buy |
| 44 | NDAQ | Nasdaq Inc | — | NEW | New buy |
| 45 | DFCA | Dimensional Calfornia Mb ETF | — | NEW | New buy |
| 46 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 47 | MSFT | Microsoft CORP | — | NEW | New buy |
| 48 | NRG | Nrg Energy Inc | — | NEW | New buy |
| 49 | DGX | Quest Diagnostics Inc | — | NEW | New buy |
| 50 | OKE | Oneok Inc | — | NEW | New buy |
According to official SEC Form 13F filings, TriaGen Wealth Management LLC reported a total U.S. public equity portfolio value of $413.1M across 166 disclosed positions in Q1 2025.
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, DIVI, VO) accounted for 19.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $37.1M
During Q1 2025, TriaGen Wealth Management LLC's top holdings by market value included AAPL (13.1%)、DIVI (4.8%)、VO (4.2%). The largest single position, AAPL, represented 13.1% of total portfolio value.
In Q1 2025, TriaGen Wealth Management LLC made 166 total portfolio adjustments, initiating 166 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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