TRIAGEN WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VRT | 5K | $696.22K |
 | GOOG | 4K | $984.19K |
 | BRK-B | 4K | $1.96M |
 | ORCL | 4K | $1.04M |
 | SCHW | 4K | $351.04K |
 | AFL | 4K | $407.63K |
 | ABBV | 3K | $806.69K |
 | MCK | 3K | $2.66M |
 | META | 3K | $2.51M |
 | SHW | 3K | $1.18M |
 | KO | 3K | $223.74K |
 | MRK | 3K | $254.90K |
 | TJX | 3K | $428.03K |
 | NFLX | 3K | $3.24M |
 | IBM | 3K | $744.62K |
 | PGR | 3K | $647.50K |
 | PNW | 2K | $222.09K |
 | PM | 2K | $397.88K |
 | HD | 2K | $980.56K |
 | BA | 2K | $504.18K |
Vertiv Holdings Co
VRT
Shares Held
5K
Value
$696.22K
Alphabet Inc.
GOOG
Shares Held
4K
Value
$984.19K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.96M
Oracle Corporation
ORCL
Shares Held
4K
Value
$1.04M
The Charles Schwab Corporation
SCHW
Shares Held
4K
Value
$351.04K
Aflac Incorporated
AFL
Shares Held
4K
Value
$407.63K
AbbVie Inc.
ABBV
Shares Held
3K
Value
$806.69K
McKesson Corporation
MCK
Shares Held
3K
Value
$2.66M
Meta Platforms, Inc.
META
Shares Held
3K
Value
$2.51M
The Sherwin-Williams Company
SHW
Shares Held
3K
Value
$1.18M
The Coca-Cola Company
KO
Shares Held
3K
Value
$223.74K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$254.90K
The TJX Companies, Inc.
TJX
Shares Held
3K
Value
$428.03K
Netflix, Inc.
NFLX
Shares Held
3K
Value
$3.24M
International Business Machines Corporation
IBM
Shares Held
3K
Value
$744.62K
The Progressive Corporation
PGR
Shares Held
3K
Value
$647.50K
Pinnacle West Capital Corporation
PNW
Shares Held
2K
Value
$222.09K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$397.88K
The Home Depot, Inc.
HD
Shares Held
2K
Value
$980.56K
The Boeing Company
BA
Shares Held
2K
Value
$504.18K