| |
|
|
| Name: |
TriaGen Wealth Management LLC |
| City: |
Calabasas |
| State: |
CA |
| Zip: |
91302 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
18 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ANSS |
ANSYS Inc |
10 |
New |
$325.86 |
$3,828,000 |
11,028 |
1.59% |
3,828,000 |
11,028 |
0.013 |
Technical & System So... |
|
|
FB |
Meta Platforms Inc |
34 |
New |
$471.85 |
$2,104,000 |
4,332 |
0.87% |
2,104,000 |
4,332 |
0 |
Internet Service Prov... |
|
|
LRCX |
Lam Research Corp |
35 |
New |
$912.54 |
$2,099,000 |
2,160 |
0.87% |
2,099,000 |
2,160 |
0.002 |
Semiconductor Equipme... |
|
|
STZ |
Constellation Brands Inc |
39 |
New |
$253.99 |
$1,922,000 |
7,074 |
0.8% |
1,922,000 |
7,074 |
0.004 |
Beverage - Wineries &... |
|
|
LVS |
Las Vegas Sands Corp |
47 |
New |
$46.32 |
$1,639,000 |
31,700 |
0.68% |
1,639,000 |
31,700 |
0.004 |
Gambling/Resorts |
|
|
VMBS |
Vanguard Mortgage-Backed S |
50 |
New |
$45.06 |
$1,528,000 |
33,491 |
0.63% |
1,528,000 |
33,491 |
0.004 |
Closed - End Fund - Debt |
|
|
SHYG |
Ishares 0 5 Year High Yield... |
62 |
New |
$42.16 |
$975,000 |
22,912 |
0.4% |
975,000 |
22,912 |
0.002 |
N/A |
|
|
FLOT |
Ishares Floating Rate Note ... |
66 |
New |
$0.00 |
$886,000 |
17,356 |
0.37% |
886,000 |
17,356 |
0.002 |
N/A |
|
|
DBMF |
Im Dbi Managed Futures Stra... |
75 |
New |
$29.63 |
$716,000 |
24,962 |
0.3% |
716,000 |
24,962 |
0.028 |
N/A |
|
|
FALN |
Ishares Fallen Angels Usd Bond |
81 |
New |
$0.00 |
$666,000 |
24,779 |
0.28% |
666,000 |
24,779 |
0.015 |
N/A |
|
|
IEF |
iShares Lehman 7-10 Year Tr... |
83 |
New |
$92.88 |
$628,000 |
6,633 |
0.26% |
628,000 |
6,633 |
0.002 |
Closed - End Fund - E... |
|
|
AMD |
Advanced Micro Devices Inc |
92 |
New |
$153.16 |
$545,000 |
3,020 |
0.23% |
545,000 |
3,020 |
0 |
Semiconductor- Broad... |
|
|
LYFT |
Lyft, Inc. |
105 |
New |
$17.04 |
$440,000 |
22,751 |
0.18% |
440,000 |
22,751 |
0.007 |
N/A |
|
|
PSTG |
Pure Storage, Inc. |
120 |
New |
$56.41 |
$359,000 |
6,909 |
0.15% |
359,000 |
6,909 |
0.003 |
N/A |
|
|
CALY |
Blackrock Short Term Califo... |
144 |
New |
$0.00 |
$258,000 |
5,138 |
0.11% |
258,000 |
5,138 |
0.057 |
N/A |
|
|
IJH |
iShares S&P MidCap 400 Index |
146 |
New |
$60.31 |
$236,000 |
3,889 |
0.1% |
236,000 |
3,889 |
0.002 |
Closed - End Fund - E... |
|
|
TGT |
Target Corp |
151 |
New |
$158.96 |
$225,000 |
1,272 |
0.09% |
225,000 |
1,272 |
0 |
Discount, Variety Stores |
|
|
EMR |
Emerson Electric Co |
154 |
New |
$114.35 |
$208,000 |
1,831 |
0.09% |
208,000 |
1,831 |
0 |
Industrial Electrical... |
|
