TRIAGEN WEALTH MANAGEMENT LLC 13F Portfolio
TRIAGEN WEALTH MANAGEMENT LLC runs TRIAGEN WEALTH MANAGEMENT LLC and currently holds 185 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $399.83M. Their top holdings are AAPL, DIVI, FLOT, VO, MGC. The top five represent 26.2% of reported portfolio weight. TRIAGEN WEALTH MANAGEMENT LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, TRIAGEN WEALTH MANAGEMENT LLC initiated 23 new positions. They added to 33 existing positions. They trimmed 37 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$399.83M
Alpha Score
52.8
#0 of 1000
Holdings
185
TRIAGEN WEALTH MANAGEMENT LLC Current 13F Holdings
Reported holdings from TRIAGEN WEALTH MANAGEMENT LLC's latest SEC 13F filing, ranked by portfolio weight.
185 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 7.49% | $198.39 | $336.68 | +69.71% | Trimmed -12.65% |
 DIVI FRANKLIN TEMPLETON ETF TR | 6.52% | $30.90 | $42.39 | +37.18% | Added +3.41% |
 FLOT ISHARES TR | 4.57% | $50.95 | $50.96 | +0.02% | Trimmed -47.53% |
 VO VANGUARD INDEX FDS | 4.37% | $56.54 | $81.15 | +43.53% | Added +304.23% |
 MGC VANGUARD WORLD FD | 3.29% | $147.17 | $287.64 | +95.45% | Added +0.03% |
 DGRO ISHARES TR | 3.28% | $53.55 | $77.30 | +44.35% | Added +2.89% |
 SCHG SCHWAB STRATEGIC TR | 3.20% | $16.81 | $36.73 | +118.50% | Trimmed -0.01% |
 VB VANGUARD INDEX FDS | 2.83% | $207.11 | $289.48 | +39.77% | Added +0.72% |
 NVDA NVIDIA CORPORATION | 2.48% | $98.38 | $229.28 | +133.06% | Added +23.42% |
 TQQQ PROSHARES TR | 1.82% | $81.00 | $81.28 | +0.35% | New Buy |
Showing 1-10 of 185