Portfolio (Quarterly)
Guide ↗
TriaGen Wealth Management LLC
· CIK 0001843848| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | LNG | CHENIERE ENERGY INC | Energy | 18,421 | $4.3M | 1.13% | SOLD |
| 2 | CTVA | CORTEVA INC | Basic Materials | 63,340 | $4.3M | 1.12% | SOLD |
| 3 | NFLX | NETFLIX INC | Communication Services | 2,699 | $3.2M | 0.84% | SOLD |
| 4 | ZS | ZSCALER INC | Technology | 10,115 | $3.0M | 0.79% | SOLD |
| 5 | EBAY | EBAY INC. | Consumer Cyclical | 31,810 | $2.9M | 0.76% | SOLD |
| 6 | FAST | FASTENAL CO | Industrials | 47,070 | $2.3M | 0.60% | SOLD |
| 7 | QQXT | FIRST TR EXCHANGE-TRADED FD | — | 21,957 | $2.2M | 0.57% | SOLD |
| 8 | RMD | RESMED INC | Healthcare | 7,758 | $2.1M | 0.55% | SOLD |
| 9 | EXEL | EXELIXIS INC | Healthcare | 49,001 | $2.0M | 0.53% | SOLD |
| 10 | COIN | COINBASE GLOBAL INC | Financial Services | 5,612 | $1.9M | 0.49% | SOLD |
| 11 | CELH | CELSIUS HLDGS INC | Consumer Defensive | 15,824 | $910K | 0.24% | SOLD |
| 12 | VRT | VERTIV HOLDINGS CO | Industrials | 4,615 | $696K | 0.18% | SOLD |
| 13 | NFG | NATIONAL FUEL GAS CO | Energy | 7,489 | $692K | 0.18% | SOLD |
| 14 | AAP | ADVANCE AUTO PARTS INC | Consumer Cyclical | 11,221 | $689K | 0.18% | SOLD |
| 15 | PGR | PROGRESSIVE CORP | Financial Services | 2,622 | $648K | 0.17% | SOLD |
| 16 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 7,697 | $494K | 0.13% | SOLD |
| 17 | CERT | CERTARA INC | Healthcare | 40,349 | $493K | 0.13% | SOLD |
| 18 | HRB | BLOCK H & R INC | Consumer Cyclical | 9,005 | $455K | 0.12% | SOLD |
| 19 | AXON | AXON ENTERPRISE INC | Industrials | 395 | $283K | 0.07% | SOLD |
| 20 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 1,499 | $253K | 0.07% | SOLD |
Sector Allocation
Technology
38.4%
Financial Services
14.0%
Healthcare
10.2%
Consumer Cyclical
9.6%
Communication Services
7.6%
Energy
6.0%
Consumer Defensive
3.9%
Industrials
3.6%
Utilities
2.8%
Basic Materials
2.5%