TriaGen Wealth Management LLC holdings history

Add to watchlist

413 is the total number of securities TriaGen Wealth Management LLC has owned. The longest TriaGen Wealth Management LLC has owned a single stock is 12 quarters.

TriaGen Wealth Management LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC12124.93%5.97%7.14%Q4 2020Q3 202312
VO VANGUARD INDEX FDS12122.09%3.26%4.11%Q4 2020Q3 202312
SCHG SCHWAB STRATEGIC TR12121.86%2.63%3.38%Q4 2020Q3 202312
MGC VANGUARD WORLD FD12121.88%2.43%3.11%Q4 2020Q3 202312
DGRO ISHARES TR12121.56%2.22%2.76%Q4 2020Q3 202312
VB VANGUARD INDEX FDS12121.39%2.04%2.52%Q4 2020Q3 202312
JPST J P MORGAN EXCHANGE-TR...12120.52%1.48%3.32%Q4 2020Q3 202312
TSLA TESLA INC12120.85%1.38%2.65%Q4 2020Q3 202312
ESGD ISHARES TR12120.92%1.26%1.70%Q4 2020Q3 202312
ABC CENCORA INC12120.84%1.13%1.53%Q4 2020Q3 202312
VZ VERIZON COMMUNICATIONS...12120.17%1.06%2.29%Q4 2020Q3 202312
VTI VANGUARD INDEX FDS12120.82%1.04%1.26%Q4 2020Q3 202312
IUSG ISHARES TR12120.85%1.00%1.16%Q4 2020Q3 202312
CVX CHEVRON CORP NEW12120.72%0.96%1.26%Q4 2020Q3 202312
NVDA NVIDIA CORPORATION12120.37%0.85%1.25%Q4 2020Q3 202312
IUSV ISHARES TR12120.61%0.79%1.06%Q4 2020Q3 202312
COST COSTCO WHSL CORP NEW12120.51%0.76%1.21%Q4 2020Q3 202312
CSX CSX CORP12120.16%0.74%1.41%Q4 2020Q3 202312
MSFT MICROSOFT CORP12120.55%0.72%0.82%Q4 2020Q3 202312
UNH UNITEDHEALTH GROUP INC12120.14%0.72%1.28%Q4 2020Q3 202312
DIS DISNEY WALT CO12120.42%0.71%1.06%Q4 2020Q3 202312
SHW SHERWIN WILLIAMS CO12120.33%0.66%1.90%Q4 2020Q3 202312
BIV VANGUARD BD INDEX FDS12120.39%0.64%0.96%Q4 2020Q3 202312
VCIT VANGUARD SCOTTSDALE FDS12120.19%0.62%0.96%Q4 2020Q3 202312
VCSH VANGUARD SCOTTSDALE FDS12120.17%0.60%1.14%Q4 2020Q3 202312
VBR VANGUARD INDEX FDS12120.15%0.59%1.20%Q4 2020Q3 202312
PG PROCTER AND GAMBLE CO12120.39%0.59%1.41%Q4 2020Q3 202312
BIL SPDR SER TR12120.27%0.57%1.52%Q4 2020Q3 202312
JPM JPMORGAN CHASE & CO12120.26%0.56%1.88%Q4 2020Q3 202312
ESGE ISHARES INC12120.25%0.56%0.84%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.45%0.55%0.67%Q4 2020Q3 202312
AMZN AMAZON COM INC12120.39%0.55%0.64%Q4 2020Q3 202312
MCD MCDONALDS CORP12120.24%0.50%1.67%Q4 2020Q3 202312
XOM EXXON MOBIL CORP12120.28%0.46%0.64%Q4 2020Q3 202312
SBUX STARBUCKS CORP12120.35%0.43%0.46%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12120.34%0.41%0.57%Q4 2020Q3 202312
SPY SPDR SP 500 ETF TR12120.24%0.41%0.72%Q4 2020Q3 202312
BUD ANHEUSER BUSCH INBEV SANV12120.29%0.40%0.54%Q4 2020Q3 202312
PKI REVVITY INC12120.25%0.38%0.47%Q4 2020Q3 202312
MS MORGAN STANLEY12120.27%0.36%0.59%Q4 2020Q3 202312
RTX RTX CORPORATION12120.27%0.36%0.50%Q4 2020Q3 202312
ABBV ABBVIE INC12120.24%0.34%0.49%Q4 2020Q3 202312
CAMP CALAMP CORP12120.02%0.33%0.64%Q4 2020Q3 202312
FVD FIRST TR VALUE LINE DI...12120.29%0.33%0.43%Q4 2020Q3 202312
GOOGL ALPHABET INC12120.19%0.33%0.79%Q4 2020Q3 202312
VNLA JANUS DETROIT STR TR12120.13%0.32%0.52%Q4 2020Q3 202312
HD HOME DEPOT INC12120.27%0.32%0.39%Q4 2020Q3 202312
CSCO CISCO SYS INC12120.13%0.31%1.15%Q4 2020Q3 202312
INTC INTEL CORP12120.14%0.27%0.84%Q4 2020Q3 202312
NUSC NUSHARES ETF TR12120.22%0.27%0.30%Q4 2020Q3 202312
SUSA ISHARES TR12120.20%0.25%0.30%Q4 2020Q3 202312
BA BOEING CO12120.16%0.24%0.30%Q4 2020Q3 202312
GOOG ALPHABET INC12120.18%0.23%0.28%Q4 2020Q3 202312
IBM INTERNATIONAL BUSINESS...12120.16%0.22%0.32%Q4 2020Q3 202312
UNP UNION PAC CORP12120.16%0.22%0.30%Q4 2020Q3 202312
ORCL ORACLE CORP12120.12%0.22%0.56%Q4 2020Q3 202312
NEE NEXTERA ENERGY INC12120.13%0.21%0.35%Q4 2020Q3 202312
PFE PFIZER INC12120.12%0.19%0.29%Q4 2020Q3 202312
KO COCA COLA CO12120.16%0.19%0.26%Q4 2020Q3 202312
NKE NIKE INC12120.12%0.18%0.42%Q4 2020Q3 202312
ADM ARCHER DANIELS MIDLAND CO12120.12%0.18%0.39%Q4 2020Q3 202312
VUG VANGUARD INDEX FDS12120.13%0.16%0.18%Q4 2020Q3 202312
ABT ABBOTT LABS12120.12%0.16%0.29%Q4 2020Q3 202312
VGT VANGUARD WORLD FDS12120.10%0.15%0.21%Q4 2020Q3 202312
DFS DISCOVER FINL SVCS12120.11%0.15%0.21%Q4 2020Q3 202312
HON HONEYWELL INTL INC12120.12%0.15%0.20%Q4 2020Q3 202312
MDY SPDR SP MIDCAP 400 ETF TR12120.13%0.15%0.18%Q4 2020Q3 202312
REGL PROSHARES TR12120.13%0.15%0.19%Q4 2020Q3 202312
IDEV ISHARES TR12120.13%0.14%0.15%Q4 2020Q3 202312
BAC BK OF AMERICA CORP12120.10%0.14%0.17%Q4 2020Q3 202312
SCHV SCHWAB STRATEGIC TR12120.12%0.14%0.18%Q4 2020Q3 202312
MRK MERCK & CO. INC12120.11%0.14%0.18%Q4 2020Q3 202312
SRE SEMPRA ENERGY12120.11%0.13%0.18%Q4 2020Q3 202312
FXR FIRST TR EXCHANGE TRAD...11110.48%0.82%1.03%Q1 2021Q3 202311
BMY BRISTOLMYERS SQUIBB CO830.11%0.37%1.49%Q4 2020Q3 202311
BRKA BERKSHIRE HATHAWAY INC...11110.20%0.24%0.29%Q4 2020Q2 202311
XLV SELECT SECTOR SPDR TR11110.11%0.13%0.16%Q1 2021Q3 202311
PEP PEPSICO INC830.11%0.12%0.15%Q4 2020Q3 202311
PGR PROGRESSIVE CORP10100.87%1.06%1.38%Q4 2020Q1 202310
HUM HUMANA INC550.15%0.67%2.36%Q4 2020Q2 202310
SHY ISHARES TR10100.11%0.58%1.14%Q2 2021Q3 202310
NOC NORTHROP GRUMMAN CORP10100.11%0.33%0.64%Q2 2021Q3 202310
VUSB VANGUARD BD INDEX FDS990.16%1.15%2.81%Q3 2021Q3 20239
FXD FIRST TR EXCHANGE TRAD...630.47%0.89%1.03%Q4 2020Q3 20239
TRGP TARGA RES CORP630.17%0.60%1.68%Q4 2020Q1 20239
VSTO VISTA OUTDOOR INC990.30%0.57%0.82%Q2 2021Q2 20239
HZO MARINEMAX INC990.28%0.50%0.80%Q3 2021Q3 20239
GENERAL ELECTRIC CO990.11%0.20%0.33%Q3 2021Q3 20239
ADSK AUTODESK INC630.09%0.15%0.28%Q4 2020Q3 20239
LPX LOUISIANA PAC CORP620.55%0.69%0.81%Q2 2021Q2 20238
TMUS TMOBILE US INC440.21%0.66%1.81%Q4 2020Q2 20238
SIRI SIRIUS XM HOLDINGS INC620.19%0.61%1.69%Q4 2020Q4 20228
MINT PIMCO ETF TR880.26%0.59%1.24%Q4 2020Q3 20228
EQT EQT CORP530.18%0.46%0.76%Q4 2020Q2 20238
CNC CENTENE CORP DEL880.13%0.21%0.42%Q4 2020Q3 20228
NUE NUCOR CORP410.12%0.18%0.26%Q1 2021Q3 20238
ERIE ERIE INDTY CO620.13%0.17%0.20%Q4 2020Q3 20238
TJX TJX COS INC NEW410.11%0.12%0.14%Q4 2020Q3 20238
MUFG MITSUBISHI UFJ FINL GR...880.03%0.04%0.07%Q2 2021Q1 20238
STZ CONSTELLATION BRANDS INC770.83%1.48%1.88%Q2 2021Q4 20227
LMBS FIRST TR EXCHANGE-TRAD...770.95%1.19%1.50%Q4 2020Q2 20227
IAU ISHARES GOLD TR770.80%0.90%1.05%Q1 2022Q3 20237
OXY OCCIDENTAL PETE CORP770.11%0.87%1.75%Q4 2021Q2 20237
ABNB AIRBNB INC770.31%0.63%0.88%Q1 2022Q3 20237
AGZ ISHARES TR770.22%0.48%0.89%Q4 2020Q2 20227
HPQ HP INC610.32%0.48%0.95%Q4 2020Q3 20237
STLD STEEL DYNAMICS INC410.16%0.34%0.54%Q2 2021Q3 20237
BAB INVESCO EXCH TRADED FD...770.21%0.33%0.60%Q4 2020Q2 20227
ENPH ENPHASE ENERGY INC610.21%0.28%0.38%Q4 2020Q3 20237
NAC NUVEEN CA QUALTY MUN I...520.18%0.28%0.34%Q4 2020Q3 20227
ALL ALLSTATE CORP410.11%0.27%1.13%Q4 2020Q4 20227
CLR CONTINENTAL RES INC770.17%0.27%0.36%Q1 2021Q3 20227
TLH ISHARES TR770.20%0.23%0.30%Q4 2020Q2 20227
TGT TARGET CORP610.11%0.14%0.17%Q4 2020Q1 20237
VICI VICI PPTYS INC421.04%1.38%2.05%Q4 2020Q2 20236
DGX QUEST DIAGNOSTICS INC660.70%1.19%2.29%Q2 2022Q3 20236
ICE INTERCONTINENTAL EXCHA...661.00%1.05%1.12%Q4 2020Q1 20226
PEG PUBLIC SVC ENTERPRISE ...660.96%1.00%1.05%Q4 2020Q1 20226
ACM AECOM660.83%0.98%1.08%Q4 2020Q1 20226
QTEC FIRST TR NASDAQ 100 TE...510.94%0.98%1.03%Q4 2020Q3 20236
ACGL ARCH CAP GROUP LTD510.28%0.93%1.80%Q1 2021Q3 20236
TPL TEXAS PACIFIC LAND COR...660.32%0.65%1.02%Q2 2022Q3 20236
MYJ BLACKROCK MUNIYIELD N ...660.24%0.28%0.30%Q4 2020Q1 20226
QQQ INVESCO QQQ TR420.12%0.27%0.64%Q4 2020Q1 20236
EXC EXELON CORP660.17%0.24%0.37%Q4 2020Q1 20226
FSLR FIRST SOLAR INC510.20%0.24%0.31%Q4 2020Q3 20236
MUJ BLACKROCK MUNIHLDGS NJ...660.08%0.24%0.34%Q2 2022Q3 20236
NEAR ISHARES U S ETF TR420.11%0.22%0.40%Q4 2020Q4 20226
NFLX NETFLIX INC510.11%0.18%0.36%Q4 2020Q3 20236
COHR COHERENT INC660.15%0.17%0.21%Q1 2021Q2 20226
AZO AUTOZONE INC660.15%0.17%0.20%Q2 2022Q3 20236
KR KROGER CO660.14%0.16%0.21%Q4 2020Q1 20226
MMM 3M CO660.12%0.16%0.23%Q4 2020Q1 20226
SLB SCHLUMBERGER LTD510.12%0.15%0.19%Q4 2020Q4 20226
UNVR UNIVAR SOLUTIONS USA INC310.10%0.14%0.17%Q2 2021Q2 20236
WMT WALMART INC310.10%0.11%0.12%Q2 2021Q3 20236
SLQT SELECTQUOTE INC660.00%0.01%0.02%Q2 2022Q3 20236
FLQH FRANKLIN TEMPLETON ETF TR552.78%4.86%5.88%Q3 2022Q3 20235
EYLD CAMBRIA ETF TR551.66%2.51%3.14%Q3 2022Q3 20235
COM DIREXION SHS ETF TR550.90%1.55%2.73%Q2 2021Q2 20225
TPX TEMPUR SEALY INTL INC551.11%1.50%1.76%Q4 2020Q4 20215
IFV FIRST TR EXCHANGE-TRAD...551.03%1.39%1.91%Q4 2020Q4 20215
CME CME GROUP INC550.92%1.36%2.06%Q1 2021Q1 20225
VRTX VERTEX PHARMACEUTICALS...551.10%1.31%1.98%Q3 2022Q3 20235
CPRT COPART INC551.09%1.26%1.31%Q4 2020Q4 20215
SANM SANMINA CORPORATION550.67%0.98%1.52%Q1 2022Q1 20235
CL COLGATE PALMOLIVE CO550.85%0.92%1.06%Q4 2020Q4 20215
FTXR FIRST TR EXCHANGE-TRAD...550.80%0.85%0.92%Q4 2020Q4 20215
ROBO EXCHANGE TRADED CONCEP...550.60%0.80%0.90%Q4 2020Q4 20215
CIBR FIRST TR EXCHANGE TRAD...550.52%0.74%0.87%Q4 2020Q4 20215
FTXN FIRST TR EXCHANGETRADE...550.51%0.70%1.05%Q4 2021Q4 20225
FXZ FIRST TR EXCHANGE TRAD...550.49%0.66%1.05%Q1 2022Q1 20235
ON ON SEMICONDUCTOR CORP550.13%0.64%0.81%Q4 2021Q4 20225
UAPR INNOVATOR ETFS TR550.44%0.63%0.79%Q3 2022Q3 20235
QCLN FIRST TR EXCHANGE-TRAD...550.53%0.61%0.67%Q4 2020Q4 20215
FTXG FIRST TR EXCHANGETRADE...550.48%0.61%0.86%Q2 2022Q2 20235
ESPO VANECK VECTORS ETF TR550.46%0.59%0.64%Q4 2020Q4 20215
BSX BOSTON SCIENTIFIC CORP410.28%0.59%0.69%Q3 2021Q3 20235
DAUG FIRST TR EXCHNG TRADED...550.44%0.50%0.57%Q3 2022Q3 20235
MRVL MARVELL TECHNOLOGY INC550.30%0.47%0.72%Q1 2022Q1 20235
XT ISHARES TR550.29%0.44%0.52%Q4 2020Q4 20215
VTEB VANGUARD MUN BD FDS550.30%0.43%0.51%Q3 2022Q3 20235
FDX FEDEX CORP320.16%0.43%1.26%Q4 2020Q3 20225
LULU LULULEMON ATHLETICA INC320.10%0.40%1.05%Q2 2021Q4 20225
DG DOLLAR GEN CORP NEW410.12%0.34%1.01%Q4 2020Q1 20235
DJUN FIRST TR EXCHNG TRADED...550.25%0.34%0.51%Q2 2021Q2 20225
FCAL FIRST TR EXCH TRADED F...550.25%0.28%0.32%Q3 2022Q3 20235
HOLX HOLOGIC INC550.15%0.19%0.24%Q4 2021Q4 20225
SPGI S&P GLOBAL INC550.17%0.19%0.21%Q4 2020Q4 20215
YUM YUM BRANDS INC550.18%0.18%0.19%Q4 2020Q4 20215
CONSTELLATION ENERGY CORP550.14%0.17%0.20%Q3 2022Q3 20235
UNM UNUM GROUP410.12%0.16%0.26%Q4 2020Q3 20235
AWK AMERICAN WTR WKS CO IN...550.15%0.16%0.16%Q4 2020Q4 20215
T AT&T INC550.10%0.13%0.16%Q4 2020Q4 20215
AFL AFLAC INC410.10%0.12%0.13%Q1 2022Q3 20235
F FORD MTR CO DEL550.08%0.09%0.11%Q2 2021Q2 20225
PZC PIMCO CALIF MUN INCOME...550.05%0.05%0.06%Q3 2022Q3 20235
WPC WP CAREY INC441.57%1.92%2.59%Q2 2022Q1 20234
PYPL PAYPAL HLDGS INC441.20%1.22%1.23%Q4 2020Q3 20214
TSCO TRACTOR SUPPLY CO441.02%1.15%1.28%Q1 2021Q4 20214
MOH MOLINA HEALTHCARE INC440.86%1.09%1.65%Q1 2021Q4 20214
CHTR CHARTER COMMUNICATIONS...440.99%1.06%1.09%Q4 2020Q3 20214
MCO MOODYS CORP440.81%1.03%1.45%Q1 2021Q4 20214
FXL FIRST TR EXCHANGE TRAD...440.96%0.98%1.00%Q4 2020Q3 20214
AVGO BROADCOM INC440.65%0.96%1.79%Q2 2021Q1 20224
DOX AMDOCS LTD440.68%0.88%1.44%Q4 2020Q3 20214
ULTA ULTA BEAUTY INC310.14%0.82%1.13%Q2 2021Q1 20234
FXN FIRST TR EXCHANGE TRAD...440.50%0.67%1.05%Q1 2022Q4 20224
AAP ADVANCE AUTO PARTS INC310.18%0.65%0.84%Q4 2020Q4 20214
FINX GLOBAL X FDS440.45%0.57%0.65%Q4 2020Q3 20214
IBKR INTERACTIVE BROKERS GR...440.15%0.49%1.29%Q4 2022Q3 20234
UTHR UNITED THERAPEUTICS CO...310.16%0.44%1.15%Q4 2021Q4 20224
MDT MEDTRONIC PLC440.38%0.39%0.40%Q4 2020Q3 20214
HAL HALLIBURTON CO210.21%0.39%0.63%Q4 2020Q4 20224
TREX TREX CO INC440.15%0.33%0.84%Q4 2020Q3 20214
BLDR BUILDERS FIRSTSOURCE INC220.18%0.22%0.24%Q4 2021Q3 20234
ANET ARISTA NETWORKS INC310.10%0.22%0.37%Q2 2021Q3 20234
ALGN ALIGN TECHNOLOGY INC440.18%0.19%0.21%Q4 2020Q3 20214
PCG PG&E CORP440.15%0.16%0.17%Q4 2022Q3 20234
IVV ISHARES TR440.13%0.14%0.15%Q4 2022Q3 20234
EFA ISHARES TR440.10%0.11%0.12%Q1 2021Q4 20214
PNW PINNACLE WEST CAP CORP310.09%0.11%0.12%Q4 2020Q2 20234
BAX BAXTER INTL INC331.30%1.48%1.60%Q4 2020Q2 20213
CBT CABOT CORP330.85%1.39%1.66%Q3 2022Q1 20233
APH AMPHENOL CORP NEW330.88%1.39%1.69%Q1 2023Q3 20233
LSCC LATTICE SEMICONDUCTOR ...330.80%1.32%2.29%Q1 2023Q3 20233
DECK DECKERS OUTDOOR CORP331.11%1.20%1.30%Q1 2023Q3 20233
FDN FIRST TR EXCHANGE-TRAD...210.91%0.96%1.05%Q4 2020Q3 20233
ADI ANALOG DEVICES INC330.84%0.89%0.99%Q1 2023Q3 20233
TT TRANE TECHNOLOGIES PLC330.83%0.89%0.97%Q1 2023Q3 20233
PWR QUANTA SVCS INC210.74%0.81%0.86%Q2 2021Q3 20233
FTXL FIRST TR EXCHANGE-TRAD...330.46%0.80%1.02%Q1 2023Q3 20233
SUI SUN CMNTYS INC330.68%0.69%0.70%Q2 2021Q4 20213
STM STMICROELECTRONICS N V330.59%0.65%0.73%Q1 2023Q3 20233
WFC WELLS FARGO CO NEW330.35%0.64%0.81%Q3 2021Q1 20223
MA MASTERCARD INCORPORATED210.11%0.63%0.94%Q2 2021Q3 20233
ARKG ARK ETF TR330.49%0.55%0.63%Q4 2020Q2 20213
CRI CARTERS INC330.34%0.38%0.42%Q2 2021Q4 20213
MU MICRON TECHNOLOGY INC330.16%0.31%0.39%Q2 2021Q4 20213
POST POST HLDGS INC330.18%0.27%0.41%Q1 2021Q3 20213
DVN DEVON ENERGY CORP NEW210.18%0.26%0.36%Q4 2021Q3 20223
CVS CVS HEALTH CORP330.14%0.25%0.43%Q3 2021Q1 20223
GGG GRACO INC330.18%0.24%0.35%Q1 2023Q3 20233
EXAS EXACT SCIENCES CORP330.17%0.21%0.26%Q4 2022Q2 20233
OLN OLIN CORP330.18%0.19%0.21%Q2 2021Q4 20213
GE GENERAL ELECTRIC CO330.18%0.19%0.20%Q4 2020Q2 20213
AYI ACUITY BRANDS INC330.18%0.19%0.20%Q2 2021Q4 20213
WSM WILLIAMS SONOMA INC330.16%0.18%0.21%Q1 2021Q3 20213
VALE VALE S A330.17%0.18%0.19%Q4 2020Q2 20213
CAG CONAGRA BRANDS INC330.14%0.16%0.18%Q4 2020Q2 20213
RNR RENAISSANCERE HLDGS LTD330.14%0.15%0.16%Q1 2023Q3 20233
COTY COTY INC330.13%0.14%0.14%Q1 2023Q3 20233
QQQX NUVEEN NASDAQ 100 DYNA...330.11%0.12%0.13%Q1 2023Q3 20233
MAA MID-AMER APT CMNTYS INC330.11%0.11%0.12%Q2 2021Q4 20213
GS GOLDMAN SACHS GROUP INC330.11%0.11%0.12%Q2 2021Q4 20213
PII POLARIS INC221.51%1.53%1.54%Q1 2023Q2 20232
V VISA INC221.46%1.51%1.56%Q2 2023Q3 20232
FAST FASTENAL CO221.42%1.44%1.46%Q2 2023Q3 20232
DIOD DIODES INC221.26%1.33%1.40%Q4 2020Q1 20212
DLTR DOLLAR TREE INC110.31%1.15%2.00%Q1 2021Q3 20222
COP CONOCOPHILLIPS110.38%0.98%1.57%Q4 2020Q3 20232
CTSH COGNIZANT TECHNOLOGY S...220.94%0.97%0.99%Q4 2021Q1 20222
LMT LOCKHEED MARTIN CORP220.13%0.95%1.76%Q4 2020Q1 20212
INFL LISTED FD TR220.83%0.91%0.99%Q1 2022Q2 20222
TSM TAIWAN SEMICONDUCTOR M...110.27%0.90%1.53%Q4 2020Q4 20212
NTR NUTRIEN LTD220.60%0.85%1.10%Q4 2021Q1 20222
GPK GRAPHIC PACKAGING HLDG CO220.67%0.73%0.78%Q1 2023Q2 20232
GILD GILEAD SCIENCES INC220.63%0.66%0.68%Q4 2020Q1 20212
MCHP MICROCHIP TECHNOLOGY INC.220.64%0.65%0.66%Q2 2023Q3 20232
LB L BRANDS INC220.20%0.64%1.08%Q1 2021Q2 20212
FTV FORTIVE CORP220.56%0.57%0.57%Q3 2021Q4 20212
AA ALCOA CORP220.26%0.56%0.86%Q4 2021Q1 20222
HZNP HORIZON THERAPEUTICS P...220.52%0.53%0.54%Q1 2021Q2 20212
ADC AGREE RLTY CORP220.42%0.43%0.45%Q2 2021Q3 20212
MKTX MARKETAXESS HLDGS INC220.39%0.42%0.45%Q4 2020Q1 20212
OHI OMEGA HEALTHCARE INVS INC220.36%0.38%0.40%Q1 2021Q2 20212
LLY LILLY ELI & CO220.15%0.35%0.56%Q2 2023Q3 20232
SGFY SIGNIFY HEALTH INC220.27%0.28%0.28%Q3 2022Q4 20222
ANTM ELEVANCE HEALTH INC220.24%0.27%0.30%Q3 2022Q4 20222
MUSA MURPHY USA INC220.24%0.25%0.26%Q3 2022Q4 20222
AZN ASTRAZENECA PLC220.25%0.25%0.26%Q2 2023Q3 20232
FLEX FLEX LTD220.19%0.25%0.30%Q3 2022Q4 20222
DDOG DATADOG INC220.22%0.24%0.26%Q3 2021Q4 20212
SMCI SUPER MICRO COMPUTER INC220.21%0.24%0.26%Q2 2023Q3 20232
CELH CELSIUS HLDGS INC110.23%0.24%0.24%Q4 2022Q2 20232
ACLS AXCELIS TECHNOLOGIES INC110.22%0.23%0.25%Q1 2022Q3 20232
UJAN INNOVATOR ETFS TR220.22%0.23%0.24%Q3 2022Q4 20222
XPO XPO INC220.18%0.22%0.26%Q2 2023Q3 20232
MRNA MODERNA INC220.20%0.21%0.23%Q2 2021Q3 20212
OLLI OLLIES BARGAIN OUTLET ...220.17%0.21%0.25%Q2 2022Q3 20222
SHLS SHOALS TECHNOLOGIES GR...220.21%0.21%0.21%Q2 2022Q3 20222
APA APA CORPORATION220.14%0.20%0.26%Q4 2021Q1 20222
DRVN DRIVEN BRANDS HLDGS INC220.18%0.20%0.22%Q2 2022Q3 20222
BATH & BODY WORKS INC220.20%0.20%0.20%Q3 2021Q4 20212
PINS PINTEREST INC220.19%0.20%0.21%Q4 2020Q1 20212
PRGO PERRIGO CO PLC220.16%0.20%0.23%Q2 2022Q3 20222
IIM INVESCO VALUE MUN INCO...220.18%0.18%0.18%Q2 2023Q3 20232
DT DYNATRACE INC220.14%0.18%0.21%Q2 2022Q3 20222
FCNCA FIRST CTZNS BANCSHARES...220.16%0.18%0.20%Q2 2023Q3 20232
FANG DIAMONDBACK ENERGY INC220.15%0.17%0.19%Q4 2021Q1 20222
ALB ALBEMARLE CORP220.17%0.17%0.17%Q2 2022Q3 20222
HRB BLOCK H & R INC220.16%0.16%0.17%Q2 2022Q3 20222
COG COTERRA ENERGY INC220.13%0.16%0.18%Q4 2021Q1 20222
AGL AGILON HEALTH INC110.12%0.14%0.16%Q3 2022Q1 20232
EPAM EPAM SYS INC220.14%0.14%0.14%Q2 2022Q3 20222
ATVI ACTIVISION BLIZZARD INC220.13%0.14%0.14%Q4 2020Q1 20212
TEAM ATLASSIAN CORP PLC220.11%0.13%0.15%Q3 2021Q4 20212
D DOMINION ENERGY INC220.12%0.13%0.13%Q4 2020Q1 20212
SOFI SOFI TECHNOLOGIES INC220.12%0.12%0.13%Q2 2023Q3 20232
EMR EMERSON ELEC CO110.11%0.11%0.12%Q4 2020Q2 20212
BERY BERRY GLOBAL GROUP INC110.10%0.11%0.12%Q2 2021Q4 20212
XYLD GLOBAL X FDS220.09%0.10%0.11%Q2 2023Q3 20232
PLTR PALANTIR TECHNOLOGIES INC220.08%0.08%0.09%Q2 2023Q3 20232
VRRM VERRA MOBILITY CORP111.82%1.82%1.82%Q3 2022Q3 20221
NSIT INSIGHT ENTERPRISES INC111.76%1.76%1.76%Q1 2022Q1 20221
PKG PACKAGING CORP AMER111.66%1.66%1.66%Q1 2022Q1 20221
CMI CUMMINS INC111.51%1.51%1.51%Q1 2023Q1 20231
PSTG PURE STORAGE INC111.42%1.42%1.42%Q3 2022Q3 20221
HALO HALOZYME THERAPEUTICS INC111.37%1.37%1.37%Q2 2022Q2 20221
IPG INTERPUBLIC GROUP COS INC111.24%1.24%1.24%Q2 2023Q2 20231
SBAC SBA COMMUNICATIONS COR...111.19%1.19%1.19%Q4 2020Q4 20201
ANSS ANSYS INC111.05%1.05%1.05%Q2 2023Q2 20231
OGE OGE ENERGY CORP111.02%1.02%1.02%Q1 2022Q1 20221
BKI BLACK KNIGHT INC110.97%0.97%0.97%Q4 2020Q4 20201
CRM SALESFORCE INC110.96%0.96%0.96%Q3 2023Q3 20231
AMD ADVANCED MICRO DEVICES...110.94%0.94%0.94%Q4 2020Q4 20201
SHOO MADDEN STEVEN LTD110.93%0.93%0.93%Q4 2021Q4 20211
FOXA FOX CORP110.89%0.89%0.89%Q1 2022Q1 20221
FTNT FORTINET INC110.84%0.84%0.84%Q2 2023Q2 20231
CVE CENOVUS ENERGY INC110.81%0.81%0.81%Q1 2022Q1 20221
CERN CERNER CORP110.80%0.80%0.80%Q4 2020Q4 20201
EA ELECTRONIC ARTS INC110.70%0.70%0.70%Q4 2022Q4 20221
BK BANK NEW YORK MELLON CORP110.61%0.61%0.61%Q4 2020Q4 20201
TTWO TAKE-TWO INTERACTIVE S...110.61%0.61%0.61%Q4 2020Q4 20201
NOG NORTHERN OIL & GAS INC110.61%0.61%0.61%Q2 2023Q2 20231
MERC MERCER INTL INC110.57%0.57%0.57%Q3 2022Q3 20221
PPC PILGRIMS PRIDE CORP110.56%0.56%0.56%Q2 2022Q2 20221
THC TENET HEALTHCARE CORP110.56%0.56%0.56%Q1 2022Q1 20221
ZS ZSCALER INC110.48%0.48%0.48%Q4 2020Q4 20201
MCK MCKESSON CORP110.43%0.43%0.43%Q4 2022Q4 20221
AOS SMITH A O CORP110.40%0.40%0.40%Q3 2023Q3 20231
BIIB BIOGEN INC110.39%0.39%0.39%Q4 2022Q4 20221
CAH CARDINAL HEALTH INC110.38%0.38%0.38%Q4 2022Q4 20221
K KELLOGG CO110.36%0.36%0.36%Q3 2022Q3 20221
AKAM AKAMAI TECHNOLOGIES INC110.34%0.34%0.34%Q2 2023Q2 20231
VLO VALERO ENERGY CORP110.32%0.32%0.32%Q2 2023Q2 20231
CMA COMERICA INC110.31%0.31%0.31%Q1 2022Q1 20221
QLYS QUALYS INC110.29%0.29%0.29%Q3 2022Q3 20221
CCCC C4 THERAPEUTICS INC110.29%0.29%0.29%Q2 2022Q2 20221
CPRX CATALYST PHARMACEUTICA...110.29%0.29%0.29%Q4 2022Q4 20221
ASPEN TECHNOLOGY INC110.27%0.27%0.27%Q1 2023Q1 20231
MPWR MONOLITHIC PWR SYS INC110.27%0.27%0.27%Q2 2022Q2 20221
MPW MEDICAL PPTYS TRUST INC110.27%0.27%0.27%Q4 2021Q4 20211
WST WEST PHARMACEUTICAL SV...110.26%0.26%0.26%Q1 2022Q1 20221
MOS MOSAIC CO NEW110.26%0.26%0.26%Q1 2022Q1 20221
WRB BERKLEY W R CORP110.26%0.26%0.26%Q4 2022Q4 20221
TUP TUPPERWARE BRANDS CORP110.25%0.25%0.25%Q2 2022Q2 20221
VNO VORNADO RLTY TR110.24%0.24%0.24%Q3 2023Q3 20231
SCHW SCHWAB CHARLES CORP110.24%0.24%0.24%Q1 2022Q1 20221
WIRE ENCORE WIRE CORP110.24%0.24%0.24%Q1 2022Q1 20221
AGYS AGILYSYS INC110.24%0.24%0.24%Q1 2023Q1 20231
PWZ INVESCO EXCH TRADED FD...110.24%0.24%0.24%Q1 2022Q1 20221
DXCM DEXCOM INC110.23%0.23%0.23%Q4 2021Q4 20211
CERT CERTARA INC110.22%0.22%0.22%Q2 2022Q2 20221
EXR EXTRA SPACE STORAGE INC110.22%0.22%0.22%Q3 2021Q3 20211
CF CF INDS HLDGS INC110.22%0.22%0.22%Q1 2022Q1 20221
DELL DELL TECHNOLOGIES INC110.22%0.22%0.22%Q2 2022Q2 20221
RNG RINGCENTRAL INC110.22%0.22%0.22%Q4 2020Q4 20201
PCTY PAYLOCITY HLDG CORP110.22%0.22%0.22%Q3 2021Q3 20211
GNRC GENERAC HLDGS INC110.22%0.22%0.22%Q2 2021Q2 20211
CI CIGNA CORP NEW110.21%0.21%0.21%Q4 2022Q4 20221
WAT WATERS CORP110.21%0.21%0.21%Q3 2021Q3 20211
FE FIRSTENERGY CORP110.21%0.21%0.21%Q2 2022Q2 20221
BANF BANCFIRST CORP110.21%0.21%0.21%Q3 2022Q3 20221
HCA HCA HEALTHCARE INC110.21%0.21%0.21%Q3 2021Q3 20211
TECH BIO-TECHNE CORP110.21%0.21%0.21%Q3 2021Q3 20211
CAT CATERPILLAR INC110.21%0.21%0.21%Q4 2022Q4 20221
PTC PTC INC110.21%0.21%0.21%Q2 2021Q2 20211
ZM ZOOM VIDEO COMMUNICATI...110.20%0.20%0.20%Q2 2022Q2 20221
CZR CAESARS ENTERTAINMENT ...110.20%0.20%0.20%Q2 2021Q2 20211
NLOK NORTONLIFELOCK INC110.20%0.20%0.20%Q2 2021Q2 20211
CIEN CIENA CORP110.20%0.20%0.20%Q4 2021Q4 20211
TRTN TRITON INTL LTD110.19%0.19%0.19%Q1 2022Q1 20221
NSSC NAPCO SEC TECHNOLOGIES...110.19%0.19%0.19%Q2 2023Q2 20231
UPST UPSTART HLDGS INC110.19%0.19%0.19%Q3 2021Q3 20211
CMCSA COMCAST CORP NEW110.18%0.18%0.18%Q1 2021Q1 20211
DISCK DISCOVERY INC110.18%0.18%0.18%Q1 2021Q1 20211
F45 TRAINING HLDGS INC110.18%0.18%0.18%Q2 2022Q2 20221
NFE NEW FORTRESS ENERGY INC110.18%0.18%0.18%Q1 2022Q1 20221
WOLFSPEED INC110.17%0.17%0.17%Q3 2022Q3 20221
X UNITED STATES STL CORP...110.17%0.17%0.17%Q1 2022Q1 20221
CENX CENTURY ALUM CO110.17%0.17%0.17%Q2 2022Q2 20221
AVTR AVANTOR INC110.16%0.16%0.16%Q4 2021Q4 20211
VRT VERTIV HOLDINGS CO110.16%0.16%0.16%Q4 2022Q4 20221
VMBS VANGUARD SCOTTSDALE FDS110.16%0.16%0.16%Q4 2022Q4 20221
LUMN LUMEN TECHNOLOGIES INC110.16%0.16%0.16%Q4 2020Q4 20201
DJAN FIRST TR EXCHNG TRADED...110.15%0.15%0.15%Q3 2021Q3 20211
FICO FAIR ISAAC CORP110.15%0.15%0.15%Q1 2022Q1 20221
CRUS CIRRUS LOGIC INC110.15%0.15%0.15%Q1 2023Q1 20231
KEX KIRBY CORP110.14%0.14%0.14%Q1 2022Q1 20221
ALGM ALLEGRO MICROSYSTEMS INC110.14%0.14%0.14%Q1 2023Q1 20231
VNQ VANGUARD INDEX FDS110.14%0.14%0.14%Q4 2020Q4 20201
DMAR FIRST TR EXCHNG TRADED...110.14%0.14%0.14%Q4 2021Q4 20211
SHC SOTERA HEALTH CO110.14%0.14%0.14%Q1 2023Q1 20231
DNOV FIRST TR EXCHNG TRADED...110.14%0.14%0.14%Q2 2021Q2 20211
VIRT VIRTU FINL INC110.14%0.14%0.14%Q1 2022Q1 20221
SCHR SCHWAB STRATEGIC TR110.14%0.14%0.14%Q4 2022Q4 20221
UAA UNDER ARMOUR INC110.13%0.13%0.13%Q4 2022Q4 20221
QYLD GLOBAL X FDS110.13%0.13%0.13%Q1 2022Q1 20221
LOW LOWES COS INC110.12%0.12%0.12%Q4 2021Q4 20211
PLUG PLUG POWER INC110.12%0.12%0.12%Q3 2022Q3 20221
SEDG SOLAREDGE TECHNOLOGIES...110.12%0.12%0.12%Q4 2020Q4 20201
SWCH SWITCH INC110.12%0.12%0.12%Q4 2021Q4 20211
GPS GAP INC110.12%0.12%0.12%Q4 2022Q4 20221
RDN RADIAN GROUP INC110.11%0.11%0.11%Q3 2021Q3 20211
FRPT FRESHPET INC110.11%0.11%0.11%Q4 2022Q4 20221
AMGN AMGEN INC110.11%0.11%0.11%Q3 2023Q3 20231
DIVO AMPLIFY ETF TR110.11%0.11%0.11%Q3 2023Q3 20231
CMG CHIPOTLE MEXICAN GRILL...110.11%0.11%0.11%Q2 2023Q2 20231
WM WASTE MGMT INC DEL110.10%0.10%0.10%Q4 2021Q4 20211
RCUS ARCUS BIOSCIENCES INC110.10%0.10%0.10%Q4 2021Q4 20211
WARNER BROS DISCOVERY INC110.10%0.10%0.10%Q1 2023Q1 20231
ETJ EATON VANCE RISK-MANAG...110.09%0.09%0.09%Q1 2022Q1 20221
VCV INVESCO CALIF VALUE MU...110.08%0.08%0.08%Q2 2022Q2 20221
NCA NUVEEN CALIFORNIA MUNI...110.08%0.08%0.08%Q2 2022Q2 20221
TOUGHBUILT INDS INC110.05%0.05%0.05%Q2 2022Q2 20221
ORGANIGRAM HLDGS INC110.02%0.02%0.02%Q2 2021Q2 20211
MSFT MICROSOFT CORP110.01%0.01%0.01%Q4 2020Q4 20201
QSI QUANTUM SI INC110.01%0.01%0.01%Q3 2023Q3 20231
DG DOLLAR GEN CORP NEW110.01%0.01%0.01%Q4 2020Q4 20201
CSX CSX CORP110.01%0.01%0.01%Q4 2020Q4 20201
CL COLGATE PALMOLIVE CO110.01%0.01%0.01%Q4 2020Q4 20201
UNH UNITEDHEALTH GROUP INC110.01%0.01%0.01%Q4 2020Q4 20201
 Download

The securities at the top of the list , including APPLE INC, VANGUARD INDEX FDS, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of TriaGen Wealth Management LLC.

The conviction is calculated by counting the number of quarters a security has been reported by TriaGen Wealth Management LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that TriaGen Wealth Management LLC owns currently or has owned in the past.