HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 FRANKLIN TEMPLETON ETF TR (DIVI) |
459,553 | +156,961 | $14,793 |
| DIVI | 459,553 | +156,961 | $14,793 |
| APPLE INC |
74,663 | -2,068 | $12,803 |
| AAPL | 74,663 | -2,068 | $12,803 |
| VANGUARD INDEX FDS (VO) |
44,129 | +3,847 | $11,026 |
| VO | 44,129 | +3,847 | $11,026 |
| SCHWAB STRATEGIC TR |
93,235 | +3,143 | $8,645 |
| SCHG | 93,235 | +3,143 | $8,645 |
| NVIDIA CORPORATION |
9,511 | +1,993 | $8,594 |
| NVDA | 9,511 | +1,993 | $8,594 |
| CAMBRIA ETF TR (EYLD) |
240,451 | +78,443 | $8,065 |
| EYLD | 240,451 | +78,443 | $8,065 |
| VANGUARD WORLD FD (MGC) |
42,310 | +1,562 | $7,906 |
| MGC | 42,310 | +1,562 | $7,906 |
| ISHARES TR (DGRO) |
126,180 | +14,141 | $7,326 |
| DGRO | 126,180 | +14,141 | $7,326 |
| VANGUARD INDEX FDS (VB) |
30,047 | +3,050 | $6,869 |
| VB | 30,047 | +3,050 | $6,869 |
| ANSYS INC |
11,028 | +11,028 | $3,828 |
| ANSS | 11,028 | +11,028 | $3,828 |
| ARISTA NETWORKS INC |
12,482 | -42 | $3,620 |
| ANET | 12,482 | -42 | $3,620 |
| DECKERS OUTDOOR CORP |
3,783 | -45 | $3,561 |
| DECK | 3,783 | -45 | $3,561 |
| VANGUARD INDEX FDS (VBR) |
17,904 | +2,823 | $3,435 |
| VBR | 17,904 | +2,823 | $3,435 |
| COSTCO WHSL CORP NEW |
4,503 | -55 | $3,299 |
| COST | 4,503 | -55 | $3,299 |
| JPMORGAN CHASE & CO |
16,006 | -15 | $3,206 |
| JPM | 16,006 | -15 | $3,206 |
| ISHARES GOLD TR (IAU) |
76,205 | +22,975 | $3,201 |
| IAU | 76,205 | +22,975 | $3,201 |
| CONOCOPHILLIPS |
24,672 | -106 | $3,140 |
| COP | 24,672 | -106 | $3,140 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
36,253 | +8,593 | $2,803 |
| VCSH | 36,253 | +8,593 | $2,803 |
| DISNEY WALT CO |
22,720 | +10,529 | $2,780 |
| DIS | 22,720 | +10,529 | $2,780 |
| FIRST TR EXCHANGE TRADED FD (FXR) |
35,772 | +1,144 | $2,610 |
| FXR | 35,772 | +1,144 | $2,610 |
| FIRST TR EXCHANGE TRADED FD (FTXL) |
28,749 | +885 | $2,603 |
| FTXL | 28,749 | +885 | $2,603 |
| FIRST TR EXCHANGE TRADED FD (FDN) |
12,478 | +371 | $2,559 |
| FDN | 12,478 | +371 | $2,559 |
| FIRST TR EXCHANGE TRADED FD (FXD) |
39,445 | +1,186 | $2,546 |
| FXD | 39,445 | +1,186 | $2,546 |
| FIRST TR NASDAQ 100 TECH IND (QTEC) |
13,303 | +398 | $2,537 |
| QTEC | 13,303 | +398 | $2,537 |
| VANGUARD INDEX FDS (VTI) |
9,405 | +10 | $2,444 |
| VTI | 9,405 | +10 | $2,444 |
| AMAZON COM INC |
13,492 | +4,887 | $2,434 |
| AMZN | 13,492 | +4,887 | $2,434 |
| AMPHENOL CORP NEW |
19,674 | -35 | $2,269 |
| APH | 19,674 | -35 | $2,269 |
| AIRBNB INC |
13,478 | -5,152 | $2,223 |
| ABNB | 13,478 | -5,152 | $2,223 |
| ISHARES TR (IUSG) |
18,894 | -488 | $2,215 |
| IUSG | 18,894 | -488 | $2,215 |
| SALESFORCE INC |
7,345 | UNCH | $2,212 |
| CRM | 7,345 | UNCH | $2,212 |
| TESLA INC |
12,517 | -645 | $2,200 |
| TSLA | 12,517 | -645 | $2,200 |
| CENCORA INC |
8,962 | +8,962 | $2,178 |
| COR | 8,962 | +8,962 | $2,178 |
| MASTERCARD INCORPORATED |
4,508 | -7 | $2,171 |
| MA | 4,508 | -7 | $2,171 |
| META PLATFORMS INC |
4,332 | +4,332 | $2,104 |
| META | 4,332 | +4,332 | $2,104 |
| LAM RESEARCH CORP |
2,160 | +2,160 | $2,099 |
| LRCX | 2,160 | +2,160 | $2,099 |
| MICROSOFT CORP |
4,923 | -26 | $2,071 |
| MSFT | 4,923 | -26 | $2,071 |
| ISHARES TR (ESGD) |
25,740 | -1,493 | $2,057 |
| ESGD | 25,740 | -1,493 | $2,057 |
| FASTENAL CO |
26,041 | -51 | $2,009 |
| FAST | 26,041 | -51 | $2,009 |
| CONSTELLATION BRANDS INC |
7,074 | +7,074 | $1,922 |
| STZ | 7,074 | +7,074 | $1,922 |
| CHEVRON CORP NEW |
12,117 | UNCH | $1,911 |
| CVX | 12,117 | UNCH | $1,911 |
| RAYMOND JAMES FINL INC |
14,664 | -14,688 | $1,883 |
| RJF | 14,664 | -14,688 | $1,883 |
| VERTEX PHARMACEUTICALS INC |
4,478 | -1,696 | $1,872 |
| VRTX | 4,478 | -1,696 | $1,872 |
| VISA INC |
6,578 | -9 | $1,836 |
| V | 6,578 | -9 | $1,836 |
| BOSTON SCIENTIFIC CORP |
25,542 | -7 | $1,749 |
| BSX | 25,542 | -7 | $1,749 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
33,007 | -11,892 | $1,665 |
| JPST | 33,007 | -11,892 | $1,665 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
20,662 | -1,940 | $1,663 |
| VCIT | 20,662 | -1,940 | $1,663 |
| LAS VEGAS SANDS CORP |
31,700 | +31,700 | $1,639 |
| LVS | 31,700 | +31,700 | $1,639 |
| ISHARES TR (IUSV) |
17,410 | -103 | $1,575 |
| IUSV | 17,410 | -103 | $1,575 |
 BERKSHIRE HATHAWAY INC DEL |
$1,536 | ||
| BRK.B | 3,652 | UNCH | $1,536 |
| VANGUARD SCOTTSDALE FDS (VMBS) |
33,491 | +33,491 | $1,528 |
| VMBS | 33,491 | +33,491 | $1,528 |
See Full List: All Stocks Held By TriaGen Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By TriaGen Wealth Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $241,025 At 12/31/2023: $209,554 TriaGen Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from TriaGen Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
