TriaGen Wealth Management LLC

13F filer, CIK 1843848, Calabasas, CA

TriaGen Wealth Management LLC reported $283,586,219 across 166 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 41.26% of the portfolio.

Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001172661-25-001775

Period: 2025-03-31
Reported value: $284M
Holdings: 166
Top 10 weight: 41.26%
New: 27
Sold out: 30

Largest buys vs the previous quarter

Security	Shares change	Approx. value
COMnew	+147,106	$4.32M
MCDadded	+12,942	$4.04M
MCKnew	+3,476	$2.34M
CMEnew	+8,626	$2.29M
INTCnew	+96,211	$2.18M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
LOWexited	-13,839	-$3.42M
NVDAreduced	-27,683	-$3M
DHRexited	-12,726	-$2.92M
FXDexited	-38,493	-$2.49M
GSexited	-4,326	-$2.48M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-001775, largest first. % of portfolio is the value over $283,586,219, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	167,132	$37.1M	13.09%	-7,520	Timeline
DIVIFRANKLIN TEMPLETON ETF TR	413,081	$13.5M	4.75%	+22,499	Timeline
VOVANGUARD INDEX FDS	46,337	$12M	4.23%	-464	Timeline
SCHGSCHWAB STRATEGIC TR	385,711	$9.66M	3.41%	-10,063	Timeline
MGCVANGUARD WORLD FD	46,009	$9.27M	3.27%	-305	Timeline
DGROISHARES TR	135,332	$8.36M	2.95%	+1,106	Timeline
NVDANVIDIA CORPORATION	74,214	$8.04M	2.84%	-27,683	Timeline
VBVANGUARD INDEX FDS	33,368	$7.4M	2.61%	+155	Timeline
EYLDCAMBRIA ETF TR	217,226	$6.9M	2.43%	+6,805	Timeline
IAUISHARES GOLD TR	81,482	$4.8M	1.69%	-6,183	Timeline
MCDMCDONALDS CORP	14,444	$4.51M	1.59%	+12,942	Timeline
COMDIREXION SHARES ETF TRUST	147,106	$4.32M	1.52%	new	Timeline
COSTCOSTCO WHOLESALE CORPORATION	4,372	$4.13M	1.46%	-5	Timeline
JPMJPMORGAN CHASE & CO	15,280	$3.75M	1.32%	-172	Timeline
VCSHVANGUARD SCOTTSDALE FDS	46,804	$3.69M	1.3%	+5,121	Timeline
VBRVANGUARD INDEX FDS	18,902	$3.52M	1.24%	-559	Timeline
ANSYS INCANSYS INC	10,747	$3.4M	1.2%	-157
EOGEOG RES INC	25,620	$3.29M	1.16%	-132	Timeline
DISDISNEY WALT CO	28,625	$2.83M	1%	-123	Timeline
PLTRPALANTIR TECHNOLOGIES INC	33,259	$2.81M	0.99%	+22,120	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	4,981	$2.65M	0.94%	0	Timeline
VTIVANGUARD INDEX FDS	9,407	$2.59M	0.91%	-84	Timeline
NFLXNETFLIX INC.	2,729	$2.54M	0.9%	-5	Timeline
BSXBOSTON SCIENTIFIC CORP	24,931	$2.52M	0.89%	-441	Timeline
CORCENCORA INC	8,833	$2.46M	0.87%	-69	Timeline
MAMASTERCARD INCORPORATED	4,388	$2.41M	0.85%	-48	Timeline
MCKMCKESSON CORP	3,476	$2.34M	0.82%	new	Timeline
VMBSVANGUARD SCOTTSDALE FDS	49,977	$2.31M	0.82%	+6,097	Timeline
CMECME GROUP INC	8,626	$2.29M	0.81%	new	Timeline
VVISA INC	6,526	$2.29M	0.81%	-75	Timeline
TPLTEXAS PACIFIC LAND CORPORATI	1,726	$2.29M	0.81%	-37	Timeline
IUSGISHARES TR	17,289	$2.2M	0.77%	-988	Timeline
INTCINTEL CORP	96,211	$2.18M	0.77%	new	Timeline
ESGDISHARES TR	25,265	$2.06M	0.73%	-85	Timeline
CVXCHEVRON CORPORATION	12,233	$2.05M	0.72%	-24	Timeline
MKCMCCORMICK & CO INC	24,500	$2.02M	0.71%	new	Timeline
FASTFASTENAL CO	25,866	$2.01M	0.71%	-49	Timeline
DBMFIM GLOBAL PARTNER FUNDS	79,103	$2M	0.7%	+18,307	Timeline
ABNBAIRBNB INC	16,596	$1.98M	0.7%	-278	Timeline
AXONAXON ENTERPRISE INC	3,754	$1.97M	0.7%	+3,360	Timeline
ANETARISTA NETWORKS INC	25,412	$1.97M	0.69%	+8,083	Timeline
GEVGE VERNOVA INC	6,436	$1.96M	0.69%	+5,064	Timeline
LNGCHENIERE ENERGY INC	8,479	$1.96M	0.69%	new	Timeline
NDAQNASDAQ INC	25,627	$1.94M	0.69%	-47	Timeline
DFCADIMENSIONAL ETF TRUST	39,109	$1.94M	0.68%	-253	Timeline
VCITVANGUARD SCOTTSDALE FDS	23,654	$1.93M	0.68%	+2,647	Timeline
MSFTMICROSOFT CORP	4,935	$1.85M	0.65%	-503	Timeline
NRGNRG ENERGY INC	18,908	$1.8M	0.64%	0	Timeline
DGXQUEST DIAGNOSTICS INC	10,603	$1.79M	0.63%	-91	Timeline
OKEONEOK INC NEW	17,900	$1.78M	0.63%	new	Timeline
SHYISHARES TR	19,295	$1.6M	0.56%	+1,819	Timeline
IUSVISHARES TR	16,568	$1.53M	0.54%	-781	Timeline
AMZNAMAZON COM INC	7,900	$1.5M	0.53%	-200	Timeline
CCLCARNIVAL CORP	72,500	$1.42M	0.5%	-573	Timeline
SHYGISHARES TR	32,477	$1.38M	0.49%	+4,026	Timeline
TSLATESLA INC	5,228	$1.35M	0.48%	-1,286	Timeline
FLOTISHARES TR	25,400	$1.3M	0.46%	+1,499	Timeline
XOMEXXON MOBIL CORP	10,260	$1.22M	0.43%	+6	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	5,329	$1.18M	0.42%	-6,765	Timeline
QTECFIRST TR EXCHANGE-TRADED FD	6,745	$1.17M	0.41%	-6,272	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	22,984	$1.16M	0.41%	-1,584	Timeline
FXOFIRST TR EXCHANGE-TRADED FD	21,946	$1.16M	0.41%	-2,090	Timeline
VTEBVANGUARD MUN BD FDS	23,301	$1.16M	0.41%	0	Timeline
FXRFIRST TR EXCHANGE-TRADED FD	16,259	$1.13M	0.4%	-18,130	Timeline
FXUFIRST TR EXCHANGE-TRADED FD	27,227	$1.12M	0.39%	new	Timeline
GEGE AEROSPACE	5,570	$1.11M	0.39%	-38	Timeline
SHWSHERWIN WILLIAMS CO	3,083	$1.08M	0.38%	0	Timeline
LVSLAS VEGAS SANDS CORP	25,900	$1M	0.35%	0	Timeline
VUSBVANGUARD BD INDEX FDS	19,816	$988K	0.35%	-1,557	Timeline
FALNISHARES TR	34,728	$930K	0.33%	+4,218	Timeline
SUBISHARES TR	8,541	$902K	0.32%	0	Timeline
RTXRTX CORPORATION	6,648	$881K	0.31%	-123	Timeline
IEFISHARES TR	9,150	$873K	0.31%	+1,239	Timeline
PGPROCTER & GAMBLE CO	4,881	$832K	0.29%	-76	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	1	$798K	0.28%	new	Timeline
CVSCVS HEALTH CORP	11,626	$788K	0.28%	new	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,391	$778K	0.27%	+138	Timeline
GOOGLALPHABET INC	4,889	$756K	0.27%	-534	Timeline
PGRPROGRESSIVE CORP	2,614	$740K	0.26%	-109	Timeline
HDHOME DEPOT INC	2,005	$735K	0.26%	-200	Timeline
IJHISHARES TR	12,100	$706K	0.25%	+2,007	Timeline
SBUXSTARBUCKS CORP	7,161	$702K	0.25%	-1,200	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,746	$683K	0.24%	+127	Timeline
JNJJOHNSON & JOHNSON	4,113	$682K	0.24%	-71	Timeline
MSMORGAN STANLEY	5,768	$673K	0.24%	-1,300	Timeline
ABBVABBVIE INC	3,119	$653K	0.23%	0	Timeline
BUDANHEUSER BUSCH INBEV SA NV	10,600	$653K	0.23%	-100	Timeline
MPTMEDICAL PROPERTIES TRUST INC	107,266	$647K	0.23%	new	Timeline
EXCEXELON CORP	13,949	$643K	0.23%	new	Timeline
QQQINVESCO QQQ TR	1,353	$634K	0.22%	+800	Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWAR	3,034	$629K	0.22%	-5	Timeline
GOOGALPHABET INC	3,943	$616K	0.22%	0	Timeline
SUSAISHARES TR	5,191	$596K	0.21%	+13	Timeline
NFGNATIONAL FUEL GAS CO	7,455	$590K	0.21%	new	Timeline
EDCONSOLIDATED EDISON INC	5,322	$589K	0.21%	new	Timeline
NUSCNUSHARES ETF TR	15,292	$586K	0.21%	+20	Timeline
SSRMSSR MINING IN	57,332	$575K	0.2%	new	Timeline
UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW	13,541	$572K	0.2%	new
FVDFIRST TR EXCHANGE-TRADED FD	12,507	$558K	0.2%	-889	Timeline
IDEVISHARES TR	8,051	$555K	0.2%	0	Timeline
CALIBLACKROCK ETF TRUST II	10,954	$552K	0.19%	-577	Timeline
HEHAWAIIAN ELEC INDS INC MTN B	49,991	$547K	0.19%	new	Timeline
CELHCELSIUS HLDGS INC	14,200	$506K	0.18%	new	Timeline
FNFFIDELITY NATL FINL INC	7,749	$504K	0.18%	new	Timeline
RVTYREVVITY INC	4,767	$504K	0.18%	0	Timeline
ORCLORACLE CORP	3,592	$502K	0.18%	-29	Timeline
AZOAUTOZONE INC	130	$496K	0.17%	-2	Timeline
VZVERIZON COMMUNICATIONS INC	10,861	$493K	0.17%	+168	Timeline
RKTROCKET COS INC	39,926	$482K	0.17%	new	Timeline
HRBBLOCK H & R INC	8,756	$481K	0.17%	-98	Timeline
FCALFIRST TR EXCH TRADED FD III	9,883	$480K	0.17%	-1,044	Timeline
STMSTMICROELECTRONICS N V	20,900	$459K	0.16%	-300	Timeline
NEMNEWMONT CORP	9,357	$452K	0.16%	new	Timeline
DOCSDOXIMITY INC	7,749	$450K	0.16%	new	Timeline
NEENEXTERA ENERGY INC	5,936	$421K	0.15%	0	Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	2,443	$417K	0.15%	0
VUGVANGUARD INDEX FDS	1,116	$414K	0.15%	0	Timeline
ALLALLSTATE CORP	1,986	$411K	0.15%	0	Timeline
ESGEISHARES INC	11,742	$410K	0.14%	-1,599	Timeline
BABOEING CO	2,336	$398K	0.14%	-10,300	Timeline
ENPHENPHASE ENERGY INC	6,326	$393K	0.14%	-34	Timeline
CSCOCISCO SYS INC	6,249	$386K	0.14%	-174	Timeline
FYBRFRONTIER COMMUNICATIONS PARE	10,649	$382K	0.13%	-170	Timeline
AFLAFLAC INC	3,395	$377K	0.13%	0	Timeline
UNPUNION PAC CORP	1,592	$376K	0.13%	0	Timeline
TJXTJX COS INC NEW	2,956	$360K	0.13%	+2	Timeline
IVVISHARES TR	633	$356K	0.13%	0	Timeline
NOCNORTHROP GRUMMAN CORP	669	$343K	0.12%	0	Timeline
METAMETA PLATFORMS INC	590	$340K	0.12%	-1,450	Timeline
REGLPROSHARES TR	4,165	$336K	0.12%	0	Timeline
ZZILLOW GROUP INC	4,789	$328K	0.12%	-15	Timeline
BACBANK OF AMER CORP	7,704	$321K	0.11%	0	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	600	$320K	0.11%	0	Timeline
CSXCSX CORP	10,807	$318K	0.11%	-717	Timeline
WMTWALMART INC	3,592	$315K	0.11%	+114	Timeline
PMPHILIP MORRIS INTL INC	1,942	$308K	0.11%	new	Timeline
SCHVSCHWAB STRATEGIC TR	11,295	$300K	0.11%	-27	Timeline
HONHONEYWELL INTL INC	1,364	$289K	0.1%	+1	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	1,655	$285K	0.1%	-16	Timeline
ETNEATON CORP PLC	1,028	$279K	0.1%	0	Timeline
TDGTRANSDIGM GROUP INC	198	$274K	0.1%	0	Timeline
BILSPDR SERIES TRUST	2,932	$269K	0.09%	-44	Timeline
VGTVANGUARD WORLD FD	490	$266K	0.09%	+18	Timeline
MRKMERCK & CO INC	2,910	$261K	0.09%	0	Timeline
QQQXNUVEEN NASDAQ 100 DYNAMIC OV	10,951	$260K	0.09%	0	Timeline
KOCOCA COLA CO	3,580	$256K	0.09%	-296	Timeline
ADSKAUTODESK INC	945	$247K	0.09%	0	Timeline
DIVOAMPLIFY ETF TR	6,031	$246K	0.09%	0	Timeline
EDVVANGUARD WORLD FD	3,384	$241K	0.08%	+421	Timeline
PNWPINNACLE WEST CAP CORP	2,477	$236K	0.08%	0	Timeline
CEGCONSTELLATION ENERGY CORP	1,125	$227K	0.08%	-154	Timeline
XYLDGLOBAL X FDS	5,644	$223K	0.08%	0	Timeline
UNHUNITEDHEALTH GROUP INC	414	$217K	0.08%	-14	Timeline
AMGNAMGEN INC	690	$215K	0.08%	new	Timeline
BMYBRISTOL-MYERS SQUIBB CO	3,499	$213K	0.08%	-152	Timeline
ABTABBOTT LABORATORIES	1,547	$205K	0.07%	new	Timeline
TTTRANE TECHNOLOGIES PLC	607	$205K	0.07%	0	Timeline
TAT&T INC	7,153	$202K	0.07%	new	Timeline
AGLAGILON HEALTH INC COM (DE)	43,968	$190K	0.07%	new	Timeline
NUNU HLDGS LTD	12,500	$128K	0.05%	+1,500	Timeline
SLQTSELECTQUOTE INC	35,500	$119K	0.04%	-5,000	Timeline
MUJBLACKROCK MUNIHLDGS NJ QLTY	10,000	$112K	0.04%	0	Timeline
VCVINVESCO CALIF VALUE MUN INCO	10,300	$109K	0.04%	0	Timeline
SOUNSOUNDHOUND AI INC	10,000	$81.2K	0.03%	0	Timeline
FUBOFUBOTV INC	10,000	$29.2K	0.01%	0	Timeline
QSIQUANTUM SI INC	10,000	$12K	<0.01%	0	Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
LOWLOWES COS INC	13,839	$3.42M	shares
DHRDANAHER CORP DEL	12,726	$2.92M	shares
FXDFIRST TR EXCHANGE-TRADED FD	38,493	$2.49M	shares
GSGOLDMAN SACHS GROUP INC	4,326	$2.48M	shares
ISRGINTUITIVE SURGICAL INC	4,286	$2.24M	shares
CMGCHIPOTLE MEXICAN GRILL INC	33,344	$2.01M	shares
MOALTRIA GROUP INC	29,951	$1.57M	shares
STZCONSTELLATION BRANDS INC	7,008	$1.55M	shares
GDDYGODADDY INC	6,785	$1.34M	shares
FTXLFIRST TR EXCHANGE TRADED FD	11,976	$1.05M	shares
XPOXPO INC	6,936	$910K	shares
VSXYVICTORIAS SECRET AND CO	17,213	$713K	shares
PANWPALO ALTO NETWORKS INC	3,720	$677K	shares
UALUNITED AIRLS HLDGS INC	6,631	$644K	shares
FCNCAFIRST CTZNS BANCSHARES INC D	285	$602K	shares
AFRMAFFIRM HLDGS INC	9,612	$585K	shares
LSCCLATTICE SEMICONDUCTOR CORP	10,300	$583K	shares
NWLNEWELL BRANDS INC	58,514	$583K	shares
RNRRENAISSANCERE HLDGS LTD	1,826	$454K	shares
DALDELTA AIR LINES INC	6,997	$423K	shares
PCGPG&E CORP	20,392	$412K	shares
WALWESTERN ALLIANCE BANCORP	4,872	$407K	shares
INSPINSPIRE MED SYS INC	2,137	$396K	shares
DECKDECKERS OUTDOOR CORP	1,650	$335K	shares
ALKALASKA AIR GROUP INC	4,966	$322K	shares
LLYELI LILLY & CO	362	$279K	shares
AVGOBROADCOM INC	962	$223K	shares
EMREMERSON ELEC CO	1,731	$215K	shares
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,068	$211K	shares
XLVSELECT SECTOR SPDR TR	1,505	$207K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-25-001775	base		2025-05-13	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC