Triagen Wealth Management LLC Top Holdings and 13F Report (2025) About Triagen Wealth Management LLCInvestment ActivityTriagen Wealth Management LLC has $296.78 million in total holdings as of December 31, 2024.Triagen Wealth Management LLC owns shares of 169 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 24.19% of the portfolio was purchased this quarter.About 14.07% of the portfolio was sold this quarter.This quarter, Triagen Wealth Management LLC has purchased 159 new stocks and bought additional shares in 53 stocks.Triagen Wealth Management LLC sold shares of 58 stocks and completely divested from 22 stocks this quarter.Largest Holdings Apple $43,736,375NVIDIA $13,683,758Vanguard Mid-Cap ETF $12,361,548Franklin International Core Dividend Tilt Index ETF $11,721,377Schwab U.S. Large-Cap Growth ETF $11,030,221 Largest New Holdings this Quarter Lowe's Companies $3,415,465 HoldingDanaher $2,921,253 HoldingNetflix $2,436,869 HoldingARISTA NETWORKS INC $1,915,374 HoldingCarnival Co. & $1,820,979 Holding Largest Purchases this Quarter Apple 101,945 shares (about $25.53M)Schwab U.S. Large-Cap Growth ETF 301,294 shares (about $8.40M)Lowe's Companies 13,839 shares (about $3.42M)Danaher 12,726 shares (about $2.92M)Netflix 2,734 shares (about $2.44M) Largest Sales this Quarter Tesla 6,185 shares (about $2.50M)Franklin International Core Dividend Tilt Index ETF 81,072 shares (about $2.43M)Intuitive Surgical 4,216 shares (about $2.20M)Nasdaq 24,526 shares (about $1.90M)Amazon.com 6,838 shares (about $1.50M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTriagen Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$43,736,375$25,529,079 ▲140.2%174,65214.7%Computer and TechnologyNVDANVIDIA$13,683,758$877,451 ▲6.9%101,8974.6%Computer and TechnologyVOVanguard Mid-Cap ETF$12,361,548$647,118 ▲5.5%46,8014.2%ETFDIVIFranklin International Core Dividend Tilt Index ETF$11,721,377$2,432,973 ▼-17.2%390,5823.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$11,030,221$8,397,063 ▲318.9%395,7743.7%ETFMGCVanguard Mega Cap ETF$9,849,135$496,774 ▲5.3%46,3143.3%ETFDGROiShares Core Dividend Growth ETF$8,233,406$476,856 ▲6.1%134,2262.8%ETFVBVanguard Small-Cap ETF$7,980,467$489,934 ▲6.5%33,2132.7%ETFEYLDCambria Emerging Shareholder Yield ETF$6,588,269$1,157,591 ▼-14.9%210,4212.2%ETFIAUiShares Gold Trust$4,340,294$261,660 ▲6.4%87,6651.5%FinanceCOSTCostco Wholesale$4,010,104$110,857 ▼-2.7%4,3771.4%Retail/WholesaleVBRVanguard Small-Cap Value ETF$3,856,873$182,925 ▲5.0%19,4611.3%ETFJPMJPMorgan Chase & Co.$3,703,999$125,608 ▼-3.3%15,4521.2%FinanceANSSANSYS$3,678,246$10,457 ▼-0.3%10,9041.2%Computer and TechnologyLOWLowe's Companies$3,415,465$3,415,465 ▲New Holding13,8391.2%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$3,251,691$135,971 ▲4.4%41,6831.1%ETFDISWalt Disney$3,201,116$491,392 ▲18.1%28,7481.1%Consumer DiscretionaryEOGEOG Resources$3,156,680$76,245 ▼-2.4%25,7521.1%Oils/EnergyFDNFirst Trust Dow Jones Internet Index Fund$2,940,898$115,749 ▼-3.8%12,0941.0%ETFDHRDanaher$2,921,253$2,921,253 ▲New Holding12,7261.0%Multi-Sector ConglomeratesVTIVanguard Total Stock Market ETF$2,750,571$17,678 ▲0.6%9,4910.9%ETFTSLATesla$2,630,614$2,497,751 ▼-48.7%6,5140.9%Auto/Tires/TrucksFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$2,572,641$121,043 ▼-4.5%34,3890.9%ETFIUSGiShares Core S&P U.S. Growth ETF$2,546,878$6,828 ▼-0.3%18,2770.9%ManufacturingFXDFirst Trust Consumer Discretionary AlphaDEX Fund$2,487,803$87,574 ▼-3.4%38,4930.8%ETFGSThe Goldman Sachs Group$2,477,154$5,726 ▼-0.2%4,3260.8%FinanceQTECFirst Trust NASDAQ 100 Technology Index Fund$2,450,841$76,630 ▼-3.0%13,0170.8%ManufacturingNFLXNetflix$2,436,869$2,436,869 ▲New Holding2,7340.8%Consumer DiscretionaryMAMastercard$2,335,865$32,647 ▼-1.4%4,4360.8%Business ServicesMSFTMicrosoft$2,292,036$248,255 ▲12.1%5,4380.8%Computer and TechnologyBSXBoston Scientific$2,266,227$1,965 ▼-0.1%25,3720.8%MedicalBRK.BBerkshire Hathaway$2,257,788$602,409 ▲36.4%4,9810.8%FinanceISRGIntuitive Surgical$2,237,121$2,200,584 ▼-49.6%4,2860.8%MedicalBABoeing$2,236,572$1,718,670 ▲331.9%12,6360.8%AerospaceABNBAirbnb$2,217,412$348,762 ▲18.7%16,8740.7%Consumer DiscretionaryVVisa$2,086,180$11,061 ▲0.5%6,6010.7%Business ServicesCMGChipotle Mexican Grill$2,010,643$1,657,888 ▲470.0%33,3440.7%Retail/WholesaleCORCencora$2,000,101$7,639 ▼-0.4%8,9020.7%MedicalVMBSVanguard Mortgage-Backed Securities ETF$1,989,519$166,761 ▲9.1%43,8800.7%ETFNDAQNasdaq$1,984,857$1,896,105 ▼-48.9%25,6740.7%FinanceDFCADimensional California Municipal Bond ETF$1,970,084$888,645 ▲82.2%39,3620.7%ETFTPLTexas Pacific Land$1,949,807$178,060 ▲10.0%1,7630.7%Oils/EnergyESGDiShares ESG Aware MSCI EAFE ETF$1,930,149$9,137 ▼-0.5%25,3500.7%ManufacturingARISTA NETWORKS INC$1,915,374$1,915,374 ▲New Holding17,3290.6%COM SHSFASTFastenal$1,863,548$4,387 ▼-0.2%25,9150.6%Retail/WholesaleCCLCarnival Co. &$1,820,979$1,820,979 ▲New Holding73,0730.6%Consumer DiscretionaryAMZNAmazon.com$1,777,059$1,500,189 ▼-45.8%8,1000.6%Retail/WholesaleCVXChevron$1,775,304$1,448 ▼-0.1%12,2570.6%Oils/EnergyNRGNRG Energy$1,705,880$366,654 ▲27.4%18,9080.6%UtilitiesVCITVanguard Intermediate-Term Corporate Bond ETF$1,686,232$30,503 ▼-1.8%21,0070.6%ETFDGXQuest Diagnostics$1,613,297$3,772 ▼-0.2%10,6940.5%MedicalIUSViShares Core S&P U.S. Value ETF$1,606,367$1,019 ▼-0.1%17,3490.5%ManufacturingDBMFiMGP DBi Managed Futures Strategy ETF$1,590,423$446,970 ▲39.1%60,7960.5%ETFMOAltria Group$1,566,138$1,566,138 ▲New Holding29,9510.5%Consumer StaplesSTZConstellation Brands$1,548,768$11,050 ▼-0.7%7,0080.5%Consumer StaplesSHYiShares 1-3 Year Treasury Bond ETF$1,432,717$62,880 ▲4.6%17,4760.5%ManufacturingGDDYGoDaddy$1,339,155$1,339,155 ▲New Holding6,7850.5%Computer and TechnologyLVSLas Vegas Sands$1,330,224$297,888 ▼-18.3%25,9000.4%Consumer DiscretionaryFXOFirst Trust Financial AlphaDEX Fund$1,301,069$1,301,069 ▲New Holding24,0360.4%ETFJPSTJPMorgan Ultra-Short Income ETF$1,237,490$196,796 ▼-13.7%24,5680.4%ETFFLOTiShares Floating Rate Bond ETF$1,216,083$134,069 ▲12.4%23,9010.4%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,212,297$50,535 ▲4.3%28,4510.4%ETFMETAMeta Platforms$1,194,440$113,589 ▼-8.7%2,0400.4%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$1,168,0790.0%23,3010.4%ETFXOMExxon Mobil$1,103,023$42,705 ▲4.0%10,2540.4%Oils/EnergyVUSBVanguard Ultra-Short Bond ETF$1,060,528$67,930 ▼-6.0%21,3730.4%ETFSHWSherwin-Williams$1,047,904$7,818 ▲0.8%3,0830.4%Basic MaterialsFTXLFirst Trust Nasdaq Semiconductor ETF$1,045,146$1,450,254 ▼-58.1%11,9760.4%ManufacturingGOOGLAlphabet$1,026,515$5,679 ▲0.6%5,4230.3%Computer and TechnologyGEGeneral Electric$935,407$87,569 ▲10.3%5,6080.3%TransportationXPOXPO$909,656$6,557 ▼-0.7%6,9360.3%TransportationSUBiShares Short-Term National Muni Bond ETF$900,905$900,905 ▲New Holding8,5410.3%ETFMSMorgan Stanley$888,5890.0%7,0680.3%FinanceHDHome Depot$857,723$77,798 ▼-8.3%2,2050.3%Retail/WholesalePALANTIR TECHNOLOGIES INC$842,443$218,420 ▼-20.6%11,1390.3%CL APGProcter & Gamble$831,041$102,937 ▼-11.0%4,9570.3%Consumer StaplesFALNiShares Fallen Angels USD Bond ETF$814,922$31,358 ▲4.0%30,5100.3%ManufacturingRTXRTX$783,540$56,587 ▼-6.7%6,7710.3%AerospaceSBUXStarbucks$762,928$2,281 ▼-0.3%8,3610.3%Retail/WholesaleGOOGAlphabet$750,905$381 ▲0.1%3,9430.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$734,358$55,092 ▲8.1%1,2530.2%FinanceIEFiShares 7-10 Year Treasury Bond ETF$731,372$15,994 ▲2.2%7,9110.2%ETFVSCOVictoria's Secret & Co.$712,962$712,962 ▲New Holding17,2130.2%Retail/WholesalePANWPalo Alto Networks$676,891$676,891 ▲New Holding3,7200.2%Computer and TechnologyPGRProgressive$652,458$3,594 ▲0.6%2,7230.2%FinanceUALUnited Airlines$643,870$643,870 ▲New Holding6,6310.2%TransportationNUSCNuveen ESG Small-Cap ETF$639,622$15,957 ▲2.6%15,2720.2%ETFSUSAiShares MSCI USA ESG Select ETF$629,620$14,956 ▲2.4%5,1780.2%ETFIJHiShares Core S&P Mid-Cap ETF$628,895$201,635 ▲47.2%10,0930.2%ETFJNJJohnson & Johnson$605,0900.0%4,1840.2%MedicalORCLOracle$603,4030.0%3,6210.2%Computer and TechnologyFCNCAFirst Citizens BancShares$602,2110.0%2850.2%FinanceAFRMAffirm$585,371$585,371 ▲New Holding9,6120.2%Business ServicesFVDFirst Trust Value Line Dividend Index Fund$584,619$2,182 ▼-0.4%13,3960.2%ETFLSCCLattice Semiconductor$583,495$271,920 ▼-31.8%10,3000.2%Computer and TechnologyNWLNewell Brands$582,799$582,799 ▲New Holding58,5140.2%Consumer StaplesBLACKROCK ETF TRUST II$578,416$233,955 ▲67.9%11,5310.2%ISHARES SHORT-TEIBMInternational Business Machines$575,735$21,983 ▼-3.7%2,6190.2%Computer and TechnologyTTWOTake-Two Interactive Software$559,419$559,419 ▲New Holding3,0390.2%Consumer DiscretionaryABBVAbbVie$554,2460.0%3,1190.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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