HoldingsChannel.com
TriaGen Wealth Management LLC Top Holdings
As of  06/30/2022, below is a summary of the TriaGen Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by TriaGen Wealth Management LLC. In the TriaGen Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by TriaGen Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the TriaGen Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
APPLE INC 69,354 -105 $9,482
     AAPL69,354-105$9,482
VANGUARD INDEX FDS (VO) 26,132 +1,040 $5,147
     VO26,132+1,040$5,147
SCHWAB STRATEGIC TR 67,045 +2,637 $3,888
     SCHG67,045+2,637$3,888
ISHARES TR (DGRO) 81,551 +3,776 $3,885
     DGRO81,551+3,776$3,885
DIREXION SHS ETF TR (COM) 124,087 +3,705 $3,846
     COM124,087+3,705$3,846
WP CAREY INC 43,974 +43,974 $3,644
     WPC43,974+43,974$3,644
VANGUARD WORLD FD (MGC) 27,398 +345 $3,611
     MGC27,398+345$3,611
J P MORGAN EXCHANGE TRADED F (JPST) 69,974 +49,882 $3,505
     JPST69,974+49,882$3,505
HUMANA INC 7,086 +7,086 $3,317
     HUM7,086+7,086$3,317
VANGUARD INDEX FDS (VB) 18,527 +345 $3,263
     VB18,527+345$3,263
QUEST DIAGNOSTICS INC 24,259 +24,259 $3,226
     DGX24,259+24,259$3,226
VANGUARD BD INDEX FDS (VUSB) 57,460 +51,215 $2,827
     VUSB57,460+51,215$2,827
OCCIDENTAL PETE CORP 41,829 +8,858 $2,463
     OXY41,829+8,858$2,463
ISHARES TR (ESGD) 38,040 +287 $2,387
     ESGD38,040+287$2,387
AMERISOURCEBERGEN CORP 15,189 -151 $2,149
     ABC15,189-151$2,149
SANMINA CORPORATION 52,399 -401 $2,134
     SANM52,399-401$2,134
BRISTOL MYERS SQUIBB CO 27,218 -302 $2,096
     BMY27,218-302$2,096
HALOZYME THERAPEUTICS INC 43,743 +43,743 $1,925
     HALO43,743+43,743$1,925
PROGRESSIVE CORP 16,177 -170 $1,881
     PGR16,177-170$1,881
FIRST TR EXCHANGE TRADED FD (LMBS) 38,835 +1,287 $1,876
     LMBS38,835+1,287$1,876
CHEVRON CORP NEW 12,247 UNCH $1,773
     CVX12,247UNCH$1,773
VANGUARD INDEX FDS (VTI) 9,392 +10 $1,772
     VTI9,392+10$1,772
COSTCO WHSL CORP NEW 3,556 +1,140 $1,704
     COST3,556+1,140$1,704
TESLA INC 2,520 -248 $1,697
     TSLA2,520-248$1,697
ISHARES TR (IUSG) 19,482 UNCH $1,631
     IUSG19,482UNCH$1,631
CONSTELLATION BRANDS INC 6,868 -84 $1,601
     STZ6,868-84$1,601
ISHARES TR (IUSV) 22,264 UNCH $1,489
     IUSV22,264UNCH$1,489
ISHARES GOLD TR (IAU) 43,090 +1,180 $1,478
     IAU43,090+1,180$1,478
LISTED FD TR 49,043 +956 $1,400
     INFL49,043+956$1,400
BERKSHIRE HATHAWAY INC DEL      $1,358
     BRK.B3,477+8$949
     BRK.A1UNCH$409
HP INC 40,838 +40,838 $1,339
     HPQ40,838+40,838$1,339
ISHARES TR (AGZ) 11,418 +368 $1,256
     AGZ11,418+368$1,256
TEXAS PACIFIC LAND CORPORATI 800 +800 $1,190
     TPL800+800$1,190
ON SEMICONDUCTOR CORP 22,572 UNCH $1,136
     ON22,572UNCH$1,136
LOUISIANA PAC CORP 21,400 UNCH $1,122
     LPX21,400UNCH$1,122
ISHARES INC (ESGE) 34,432 +687 $1,112
     ESGE34,432+687$1,112
MICROSOFT CORP 4,308 -478 $1,106
     MSFT4,308-478$1,106
EQT CORP 31,100 +31,100 $1,070
     EQT31,100+31,100$1,070
VISTA OUTDOOR INC 35,600 UNCH $993
     VSTO35,600UNCH$993
FIRST TR EXCHANGE TRADED FD (FTXG) 38,332 +38,332 $983
     FTXG38,332+38,332$983
FIRST TR EXCHANGE TRADED FD (FXR) 20,163 -15,079 $970
     FXR20,163-15,079$970
MARINEMAX INC 26,800 UNCH $968
     HZO26,800UNCH$968
DISNEY WALT CO 10,044 +21 $948
     DIS10,044+21$948
FIRST TR EXCHANGE TRADED FD (FXZ) 15,867 -12,280 $897
     FXZ15,867-12,280$897
EXXON MOBIL CORP 10,071 -99 $862
     XOM10,071-99$862
FIRST TR EXCHANGE TRADED FD (FXN) 57,465 -69,112 $848
     FXN57,465-69,112$848
AMAZON COM INC 7,935 +7,576 $843
     AMZN7,935+7,576$843
MARVELL TECHNOLOGY INC 19,300 UNCH $840
     MRVL19,300UNCH$840
NVIDIA CORPORATION 5,508 -1,781 $835
     NVDA5,508-1,781$835
FIRST TR EXCHANGE TRADED FD (FTXN) 35,191 -41,412 $824
     FTXN35,191-41,412$824

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 06/30/2022: $140,779
At 03/31/2022: $192,735

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

TriaGen Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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