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Portfolio (Quarterly) Guide ↗

TriaGen Wealth Management LLC

· CIK 0001843848
13F Portfolio $383M AUM Filed Oct 22, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 183 New
Page 5 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SHW SHERWIN WILLIAMS CO Basic Materials 3,412.0 $1.2M 0.31% NEW $346.26 -7.8%
82 VTEB VANGUARD MUN BD FDS 23,096.0 $1.2M 0.30% NEW $50.07 +0.7%
83 IEF ISHARES TR 11,335.0 $1.1M 0.28% NEW $96.46 -2.0%
84 ORCL ORACLE CORP Technology 3,696.0 $1.0M 0.27% NEW $281.24 -35.6%
85 RTX RTX CORPORATION Industrials 6,169.0 $1.0M 0.27% NEW $167.33 +11.3%
86 GOOG ALPHABET INC Communication Services 4,041.0 $984K 0.26% NEW $243.55 +48.1%
87 HD HOME DEPOT INC Consumer Cyclical 2,420.0 $981K 0.26% NEW $405.19 -16.7%
88 NEM NEWMONT CORP Basic Materials 11,608.0 $979K 0.26% NEW $84.31 +25.3%
89 MS MORGAN STANLEY Financial Services 5,768.0 $917K 0.24% NEW $158.96 +43.2%
90 SUB ISHARES TR 8,541.0 $912K 0.24% NEW $106.78 -0.2%
91 CELH CELSIUS HLDGS INC Consumer Defensive 15,824.0 $910K 0.24% NEW $57.49 -48.4%
92 SPY SPDR S&P 500 ETF TR Financial Services 1,355.0 $903K 0.23% NEW $666.18 +11.8%
93 FALN ISHARES TR 32,397.0 $900K 0.23% NEW $27.78 -2.1%
94 JNJ JOHNSON & JOHNSON Healthcare 4,778.0 $886K 0.23% NEW $185.42 +23.7%
95 CVS CVS HEALTH CORP Healthcare 11,545.0 $870K 0.23% NEW $75.39 +30.1%
96 VEA VANGUARD TAX-MANAGED FDS 14,353.0 $860K 0.22% NEW $59.92 +20.5%
97 PG PROCTER AND GAMBLE CO Consumer Defensive 5,521.0 $848K 0.22% NEW $153.65 -1.2%
98 CAR AVIS BUDGET GROUP Industrials 5,071.0 $814K 0.21% NEW $160.58 +14.0%
99 ABBV ABBVIE INC Healthcare 3,484.0 $807K 0.21% NEW $231.54 -5.5%
100 BERKSHIRE HATHAWAY INC DEL 1.0 $754K 0.20% NEW $754200.00
Page 5 of 10  ·  183 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.2%
Financial Services 15.2%
Consumer Cyclical 11.4%
Communication Services 10.5%
Healthcare 7.9%
Energy 6.5%
Consumer Defensive 5.1%
Industrials 4.8%
Basic Materials 3.3%
Utilities 2.7%