CIK 1843848
TriaGen Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
176
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 151–176 of 176
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| DIVO | AMPLIFY ETF TR | 7K | $100K–$500K | SH |
| EDV | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| FCAL | FIRST TR EXCH TRADED FD III | 6K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| EMHY | ISHARES INC | 7K | $100K–$500K | SH |
| AME | AMETEK INC | 1K | $100K–$500K | SH |
| INTC | INTEL CORP | 7K | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| AMGN | AMGEN INC | 705 | $100K–$500K | SH |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | 8K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| JBL | JABIL INC | 1K | $100K–$500K | SH |
| PNW | PINNACLE WEST CAP CORP | 2K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 740 | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| NU | NU HLDGS LTD | 13K | $100K–$500K | SH |
| NRG | NRG ENERGY INC | 1K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 430 | $100K–$500K | SH |
| ENPH | ENPHASE ENERGY INC | 6K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 613 | $100K–$500K | SH |
| MMM | 3M CO | 1K | $100K–$500K | SH |
| MUJ | BLACKROCK MUNIHLDGS NJ QLTY | 10K | $100K–$500K | SH |
| VCV | INVESCO CALIF VALUE MUN INCO | 10K | $100K–$500K | SH |