TriaGen Wealth Management LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), TriaGen Wealth Management LLC reported 171 stock positions worth $298.6 million. Its top holding was Apple (AAPL) at 13.4% of the portfolio, followed by Franklin International Core (DIVI, 5.5%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 4.1%). Compared with Q2 2024, it opened 27 new positions, sold out of 15, added to 56 and reduced 45. The biggest buy was Apple (AAPL, shares +136%) and the biggest sale Nvidia (NVDA, shares −32%).

Most Recent 13F
Q2 2026
Location
Calabasas, CA
CIK
0001843848
Portfolio Value
$298.6M (Q3 2024)
SEC Filing
0001172661-24-004311 ↗ filed Oct 18, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $241.0M Q1 2024 Q2 2024: $258.9M Q2 2024 Q3 2024: $298.6M $298.6M Q3 2024 Q4 2024: $296.8M Q4 2024 Q1 2025: $283.6M Q1 2025 Q2 2025: $330.1M Q2 2025 Q3 2025: $383.3M Q3 2025 Q4 2025: $386.6M Q4 2025 Q1 2026: $366.0M Q1 2026 Q2 2026: $398.6M Q2 2026

Holdings 171 stocks · $298.6M
AAPL Apple Inc. 13.40% 171,691 $40.0M Add +136.1%
DIVI Franklin International Core 5.46% 491,761 $16.3M Add +4.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 4.10% 46,462 $12.3M Add +4.8%
SCHG Schwab US Large-Cap Growth 3.45% 98,821 $10.3M Add +4.6%
MGC Vngrd Mrngstr MG Cap ETF-Usd 3.21% 46,333 $9.6M Add +5.3%
EYLD Cambria Emerg Shrhldr Yield 3.02% 260,486 $9.0M Add +5.3%
DGRO iShares Core Dividend Growth 2.78% 132,318 $8.3M Add +4.6%
NVDA Nvidia Corp. 2.64% 65,018 $7.9M Reduce -31.8%
VB Vanguard Most SM-Cap ETF-Usd 2.60% 32,672 $7.8M Add +4.8%
IAU iShares Gold Trust 1.45% 86,923 $4.3M Add +5.5%
MA Mastercard Inc. Class A 1.38% 8,335 $4.1M Add +85.3%
COST Costco Wholesale Corp. 1.30% 4,380 $3.9M Reduce -2.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.30% 19,284 $3.9M Add +4.0%
DHR Danaher Corp. 1.21% 13,036 $3.6M New
PLD Prologis Inc. 1.18% 27,796 $3.5M New
ANSS Ansys Inc. 1.16% 10,889 $3.5M Reduce -0.4%
TSLA Tesla Inc. 1.11% 12,662 $3.3M Reduce -0.3%
JPM JPMorgan Chase & Co. 1.09% 15,459 $3.3M Reduce -3.2%
EOG EOG Resources Inc. 1.08% 26,330 $3.2M Reduce -0.2%
VCSH Vanguard S/T Corp. Bond ETF 1.07% 40,127 $3.2M Add +0.5%
FXR First Trust Indst/Producers 0.91% 36,030 $2.7M Add +0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.91% 28,233 $2.7M Add +16.0%
FDN First Trust DJ Internet Ind 0.90% 12,677 $2.7M Add +0.8%
FTXL First Trust Nasdaq Semicondu 0.90% 28,781 $2.7M Add +0.7%
VTI VG Morningstar TS MKT ETF-US 0.89% 9,432 $2.7M Add +0.0%
QTEC First Trust Nasdq 100 Tech I 0.87% 13,541 $2.6M Add +0.9%
FXD First Trust Consumer Discret 0.85% 40,132 $2.5M Add +0.7%
IUSG iShares Core S&P U.S. Growth 0.81% 18,296 $2.4M Reduce -0.2%
MSFT Microsoft Corp. 0.78% 5,438 $2.3M Add +12.2%
BRK.B Berkshire Hathaway Inc. Class B 0.77% 4,995 $2.3M Add +36.8%
ISRG Intuitive Surgical Inc. 0.72% 4,389 $2.2M Reduce -48.4%
ESGD iShares Trust iShares ESG Aw 0.72% 25,470 $2.1M No change
GS Goldman Sachs Group Inc. 0.72% 4,329 $2.1M Reduce -0.2%
BSX Boston Scientific Corp. 0.71% 25,394 $2.1M No change
ABNB Airbnb Inc. Class A 0.71% 16,712 $2.1M Add +17.5%
PGR Progressive Corp. 0.70% 8,198 $2.1M Add +202.7%
VRTX Vertex Pharmaceuticals Inc. 0.70% 4,468 $2.1M Reduce -0.1%
COR Cencora Inc. 0.67% 8,922 $2.0M Reduce -0.2%
VMBS Vanguard Mortgage-Backed Sec 0.66% 41,589 $2.0M Add +3.5%
NFLX Netflix Inc. 0.65% 2,735 $1.9M New
BA The Boeing Co. 0.65% 12,736 $1.9M Add +335.3%
DFCA Dimensional Calfornia MB ETF 0.64% 37,422 $1.9M Add +73.2%
NDAQ Nasdaq Inc. 0.63% 25,692 $1.9M Reduce -48.8%
FAST Fastenal Co. 0.62% 25,932 $1.9M Reduce -0.2%
EMN Eastman Chemical Co. 0.62% 16,441 $1.8M Add +54.9%
V Visa Inc. Class A 0.61% 6,605 $1.8M Add +0.6%
STZ Constellation Brands Inc. Class A 0.61% 7,022 $1.8M Reduce -0.5%
CVX Chevron Corp. 0.60% 12,257 $1.8M Reduce -0.1%
VCIT Vanguard Int-Term Corporate 0.59% 20,973 $1.8M Reduce -1.9%
DGX Quest Diagnostics Inc. 0.56% 10,701 $1.7M Reduce -0.2%
IUSV iShares Core S&P U.S. Value 0.56% 17,360 $1.7M No change
CLS Celestica Inc. 0.55% 32,300 $1.7M New
LVS Las Vegas Sands Corp. 0.53% 31,700 $1.6M No change
DBMF Imgp Dbi MFT STR ETF-Usd Inc. 0.52% 54,673 $1.5M Add +25.1%
NVO Novo-Nordisk A/S-Spons ADR 0.50% 12,620 $1.5M Reduce -31.1%
AMZN Amazon.com Inc. 0.50% 8,039 $1.5M Reduce -46.2%
SHY iShares 1-3 Year Treasury Bo 0.47% 16,925 $1.4M Add +1.3%
REGN Regeneron Pharmaceuticals 0.47% 1,334 $1.4M New
UHS Universal Health Services-B 0.47% 6,123 $1.4M New
TPL Texas Pacific Land Corp. 0.44% 1,496 $1.3M Reduce -6.6%
JPST JPMorgan Ultra-Short Income 0.43% 25,388 $1.3M Reduce -10.8%
ELV Elevance Health Inc. 0.43% 2,465 $1.3M New
META Meta Platforms Inc. Class A 0.41% 2,154 $1.2M Reduce -3.6%
SHYG iShares 0-5 YR HY Corp. Bond 0.41% 28,042 $1.2M Add +2.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.40% 23,301 $1.2M No change
SHW The Sherwin-Williams Co. 0.39% 3,083 $1.2M Add +0.8%
XOM Exxon Mobil Corp. 0.39% 9,854 $1.2M Reduce -0.0%
FLOT iShares Floating Rate Bond E 0.38% 22,194 $1.1M Add +4.4%
VUSB Vanguard Ultra Short Bond Et 0.36% 21,545 $1.1M Reduce -5.3%
GE General Electric filed as GE AEROSPACE 0.35% 5,571 $1.1M Add +9.6%
MELI MercadoLibre Inc. 0.33% 483 $991K New
PG The Procter & Gamble Co. 0.32% 5,571 $965K No change
LLY Eli Lilly & Co. 0.32% 1,062 $941K Add +39.0%
GOOGL Alphabet Inc. Class A 0.30% 5,398 $895K Add +0.1%
HD Home Depot Inc. 0.30% 2,205 $893K Reduce -8.3%
APO Apollo Global Management Inc. 0.30% 7,122 $890K Reduce -9.8%
FALN iShares Fallen Angels ETF 0.28% 30,225 $826K Add +3.0%
RTX RTX Corp. 0.27% 6,771 $820K Reduce -6.7%
SBUX Starbucks Corp. 0.27% 8,345 $814K Reduce -0.5%
LSCC Lattice Semiconductor Corp. 0.27% 15,100 $801K No change
STM Stmicroelectronics NV-NY SHS 0.27% 26,900 $800K No change
IEF iShares 7-10 Year Treasury B 0.26% 7,827 $768K Add +1.1%
XPO Xpo Inc. 0.25% 6,959 $748K Reduce -0.4%
MS Morgan Stanley 0.25% 7,068 $737K No change
PANW Palo Alto Networks Inc. 0.24% 2,134 $729K New
BUD Anheuser-Busch Inbev-SPN ADR 0.24% 10,900 $723K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.24% 1,253 $719K Add +8.1%
ENPH Enphase Energy Inc. 0.24% 6,360 $719K No change
ERIE Erie Indemnity Company Class A 0.24% 1,309 $707K Reduce -0.5%
JNJ Johnson & Johnson 0.23% 4,184 $678K No change
GOOG Alphabet Inc. Class C 0.22% 3,943 $659K Add +0.1%
NUSC Nuveen ESG Small-Cap ETF 0.22% 15,272 $654K Add +2.6%
SUSA iShares ESG Optimized MSCI U 0.21% 5,178 $623K Add +2.4%
ORCL Oracle Corp. 0.21% 3,621 $617K No change
ABBV Abbvie Inc. 0.21% 3,119 $616K No change
FVD First Trust Value Line DVD 0.20% 13,396 $609K Reduce -0.4%
RVTY Revvity Inc. 0.20% 4,767 $609K No change
FCAL First Trust California Munic 0.20% 11,984 $601K Reduce -1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 2,619 $579K Reduce -3.7%
CALI Ishrs SH-TRM Ca Muni Act ETF 0.19% 11,300 $571K Add +64.6%
IDEV iShares Core MSCI Dev MKTS 0.19% 8,051 $570K Add +15.8%
HRB H&R Block Inc. filed as BLOCK H & R INC 0.19% 8,737 $555K Add +1.1%
MCD McDonald's Corp. 0.19% 1,822 $555K No change
NEE Nextera Energy Inc. 0.18% 6,299 $532K Add +43.3%
PLTR Palantir Technologies Inc. Class A 0.18% 14,183 $528K Add +1.1%
FCNCA First Citizens Bcshs Class A 0.18% 285 $525K No change
IJH iShares Core S&P Midcap ETF 0.17% 8,285 $516K Add +20.8%
MHK Mohawk Industries Inc. 0.17% 3,186 $512K New
ESGE iShares Inc. iShares ESG Awar 0.17% 13,850 $504K Reduce -7.3%
RNR Renaissancere Holdings Ltd. 0.16% 1,799 $490K Add +0.5%
ANET Arista Networks Inc. 0.16% 1,275 $489K Reduce -0.1%
VZ Verizon Communications Inc. 0.16% 10,679 $480K Add +3.6%
UWMC Uwm Holdings Corp. 0.15% 53,207 $453K New
NWL Newell Brands Inc. 0.15% 57,523 $442K New
VUG Vanguard Mrngstar GR ETF-Sui 0.14% 1,116 $428K No change
INSP Inspire Medical Systems Inc. 0.14% 2,027 $428K New
SMCI Super Micro Computer Inc. 0.14% 1,022 $426K New
WAL Western Alliance Bancorp 0.14% 4,829 $418K New
AZO AutoZone Inc. 0.14% 131 $413K No change
CSX CSX Corp. 0.13% 11,524 $398K No change
UNP Union Pacific Corp. 0.13% 1,592 $392K No change
PCG P G & E Corp. 0.13% 19,832 $392K Add +0.5%
AFL Aflac Inc. 0.13% 3,395 $380K Add +0.5%
ALL Allstate Corp. 0.13% 1,986 $377K No change
FYBR Frontier Communications Pare 0.13% 10,559 $375K New
IVV iShares Core S&P 500 ETF 0.12% 633 $365K No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.12% 26,243 $358K New
NOC Northrop Grumman Corp. 0.12% 669 $353K Reduce -27.6%
CEG Constellation Energy 0.12% 1,357 $353K Reduce -64.4%
WMT Walmart Inc. 0.12% 4,350 $351K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.12% 2,951 $347K Add +0.1%
GEV GE Vernova Inc. 0.12% 1,352 $345K Add +10.5%
DFS Discover Financial Services 0.11% 2,443 $343K No change
MDY State Street SPDR S&P Midcap 0.11% 600 $342K No change
CSCO Cisco Systems Inc. 0.11% 6,421 $342K Reduce -0.6%
ETN Eaton Corp. PLC 0.11% 1,028 $341K No change
REGL Prshrs S&P Mid 400 DVD Arist 0.11% 4,165 $341K No change
MRK Merck & Co. Inc. 0.11% 2,948 $335K No change
MPT Medical Properties Trust Inc. 0.11% 57,225 $335K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 7,704 $306K No change
SCHV Schwab US Large-Cap Value 0.10% 3,774 $303K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.10% 3,286 $302K Reduce -7.6%
Z Zillow Group Inc. Class C 0.10% 4,491 $287K New
ADSK Autodesk Inc. 0.10% 1,035 $285K No change
HON Honeywell International Inc. 0.09% 1,362 $282K No change
KO The Coca-Cola Co. 0.09% 3,867 $278K Reduce -10.0%
TDG Transdigm Group Inc. 0.09% 194 $277K Reduce -81.0%
VGT Vanguard Info Tech ETF 0.09% 472 $277K No change
QQQX Nuveen Nasdaq 100 DYN Overwr 0.09% 10,951 $275K No change
QQQ Invesco QQQ Trust Series 1 0.09% 553 $270K New
ICE Intercontinental Exchange Inc. 0.09% 1,671 $268K Reduce -48.7%
DECK Deckers Outdoor Corp. 0.09% 1,650 $263K Reduce -92.7%
NUE Nucor Corp. 0.09% 1,688 $254K No change
UNH Unitedhealth Group Inc. 0.08% 428 $250K No change
DIVO Amplify CWP Enhan Divid ETF 0.08% 6,031 $248K No change
LMT Lockheed Martin Corp. 0.08% 407 $238K New
TT Trane Technologies PLC 0.08% 607 $236K New
XYLD Global X S&P 500 Cove Call E 0.08% 5,644 $234K No change
EDV Vanguard Extended Dur Treas 0.08% 2,932 $234K Add +1.7%
XLV SS Health Care Select Sector 0.08% 1,505 $232K No change
NKE Nike Inc. Class B 0.08% 2,559 $226K Reduce -14.9%
AMGN Amgen Inc. 0.07% 690 $222K Reduce -1.0%
PNW Pinnacle West Capital 0.07% 2,477 $219K New
PEP Pepsico Inc. 0.07% 1,276 $217K No change
TGT Target Corp. 0.07% 1,322 $206K New
PFE Pfizer Inc. 0.07% 6,988 $202K New
MUJ BlackRock Munihold NJ QLTY 0.04% 10,000 $121K New
VCV Invesco Ca Val Muni Inc. TR 0.04% 10,300 $112K No change
SLQT Selectquote Inc. 0.03% 40,500 $88K Add +11.9%
SOUN Soundhound AI Inc. Class A 0.02% 10,000 $47K New
QSI Quantum-Si Inc. 0.00% 10,000 $9K No change

Portfolio Sells Q2 2024 → Q3 2024
NVDA Nvidia Corp. Reduce -31.8% 2.64% −1.91
DECK Deckers Outdoor Corp. Reduce -92.7% 0.09% −1.32
PWR Quanta Services Inc. Sold out 0.00% −1.27
APH Amphenol Corp. Class A Sold out 0.00% −1.02
LRCX Lam Research Corp. Sold out 0.00% −0.89
ISRG Intuitive Surgical Inc. Reduce -48.4% 0.72% −0.74
RJF Raymond James Financial Inc. Sold out 0.00% −0.70
AMZN Amazon.com Inc. Reduce -46.2% 0.50% −0.61
NDAQ Nasdaq Inc. Reduce -48.8% 0.63% −0.54
NVO Novo-Nordisk A/S-Spons ADR Reduce -31.1% 0.50% −0.51
NRG NRG Energy Inc. Sold out 0.00% −0.45
TDG Transdigm Group Inc. Reduce -81.0% 0.09% −0.41
KKR KKR & Co. Inc. Sold out 0.00% −0.41
VRT Vertiv Holdings Co. Class A Sold out 0.00% −0.32
GAP The Gap Inc. Sold out 0.00% −0.27
EOG EOG Resources Inc. Reduce -0.2% 1.08% −0.20
ANSS Ansys Inc. Reduce -0.4% 1.16% −0.20
COST Costco Wholesale Corp. Reduce -2.6% 1.30% −0.18
CEG Constellation Energy Reduce -64.4% 0.12% −0.18
P Everpure Inc. Class A Sold out 0.00% −0.17
AR Antero Resources Corp. Sold out 0.00% −0.16
JPM JPMorgan Chase & Co. Reduce -3.2% 1.09% −0.16
FTI Technipfmc PLC Sold out 0.00% −0.15
WOOF Petco Health and Wellness Co. Sold out 0.00% −0.15
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.14
CVX Chevron Corp. Reduce -0.1% 0.60% −0.14
JPST JPMorgan Ultra-Short Income Reduce -10.8% 0.43% −0.12
VRTX Vertex Pharmaceuticals Inc. Reduce -0.1% 0.70% −0.11
COR Cencora Inc. Reduce -0.2% 0.67% −0.11
INTC Intel Corp. Sold out 0.00% −0.10
STZ Constellation Brands Inc. Class A Reduce -0.5% 0.61% −0.10
IUSG iShares Core S&P U.S. Growth Reduce -0.2% 0.81% −0.09
ICE Intercontinental Exchange Inc. Reduce -48.7% 0.09% −0.08
EMR Emerson Electric Co. Sold out 0.00% −0.08
VUSB Vanguard Ultra Short Bond Et Reduce -5.3% 0.36% −0.07
VCIT Vanguard Int-Term Corporate Reduce -1.9% 0.59% −0.07
APO Apollo Global Management Inc. Reduce -9.8% 0.30% −0.06
XOM Exxon Mobil Corp. Reduce -0.0% 0.39% −0.05
GS Goldman Sachs Group Inc. Reduce -0.2% 0.72% −0.04
NOC Northrop Grumman Corp. Reduce -27.6% 0.12% −0.04
XPO Xpo Inc. Reduce -0.4% 0.25% −0.04
FCAL First Trust California Munic Reduce -1.1% 0.20% −0.03
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -7.6% 0.10% −0.03
ESGE iShares Inc. iShares ESG Awar Reduce -7.3% 0.17% −0.02
META Meta Platforms Inc. Class A Reduce -3.6% 0.41% −0.02
HD Home Depot Inc. Reduce -8.3% 0.30% −0.02
KO The Coca-Cola Co. Reduce -10.0% 0.09% −0.01
NKE Nike Inc. Class B Reduce -14.9% 0.08% −0.01
TPL Texas Pacific Land Corp. Reduce -6.6% 0.44% −0.01
DGX Quest Diagnostics Inc. Reduce -0.2% 0.56% −0.01

Portfolio Buys Q2 2024 → Q3 2024
AAPL Apple Inc. Add +136.1% 13.40% +7.48
DHR Danaher Corp. New 1.21% +1.21
PLD Prologis Inc. New 1.18% +1.18
NFLX Netflix Inc. New 0.65% +0.65
MA Mastercard Inc. Class A Add +85.3% 1.38% +0.61
CLS Celestica Inc. New 0.55% +0.55
PGR Progressive Corp. Add +202.7% 0.70% +0.48
REGN Regeneron Pharmaceuticals New 0.47% +0.47
UHS Universal Health Services-B New 0.47% +0.47
BA The Boeing Co. Add +335.3% 0.65% +0.44
ELV Elevance Health Inc. New 0.43% +0.43
MELI MercadoLibre Inc. New 0.33% +0.33
PANW Palo Alto Networks Inc. New 0.24% +0.24
DFCA Dimensional Calfornia MB ETF Add +73.2% 0.64% +0.22
EMN Eastman Chemical Co. Add +54.9% 0.62% +0.21
BRK.B Berkshire Hathaway Inc. Class B Add +36.8% 0.77% +0.20
MHK Mohawk Industries Inc. New 0.17% +0.17
UWMC Uwm Holdings Corp. New 0.15% +0.15
NWL Newell Brands Inc. New 0.15% +0.15
INSP Inspire Medical Systems Inc. New 0.14% +0.14
SMCI Super Micro Computer Inc. New 0.14% +0.14
WAL Western Alliance Bancorp New 0.14% +0.14
FYBR Frontier Communications Pare New 0.13% +0.13
NU Nu Holdings Ltd./Cayman Isl-A New 0.12% +0.12
MPT Medical Properties Trust Inc. New 0.11% +0.11
Z Zillow Group Inc. Class C New 0.10% +0.10
QQQ Invesco QQQ Trust Series 1 New 0.09% +0.09
LMT Lockheed Martin Corp. New 0.08% +0.08
TT Trane Technologies PLC New 0.08% +0.08
PNW Pinnacle West Capital New 0.07% +0.07
TGT Target Corp. New 0.07% +0.07
PFE Pfizer Inc. New 0.07% +0.07
NEE Nextera Energy Inc. Add +43.3% 0.18% +0.06
CALI Ishrs SH-TRM Ca Muni Act ETF Add +64.6% 0.19% +0.06
IAU iShares Gold Trust Add +5.5% 1.45% +0.05
LLY Eli Lilly & Co. Add +39.0% 0.32% +0.05
SHW The Sherwin-Williams Co. Add +0.8% 0.39% +0.04
MUJ BlackRock Munihold NJ QLTY New 0.04% +0.04
GE General Electric Add +9.6% 0.35% +0.04
PLTR Palantir Technologies Inc. Class A Add +1.1% 0.18% +0.04
GEV GE Vernova Inc. Add +10.5% 0.12% +0.03
IJH iShares Core S&P Midcap ETF Add +20.8% 0.17% +0.02
SOUN Soundhound AI Inc. Class A New 0.02% +0.02
IDEV iShares Core MSCI Dev MKTS Add +15.8% 0.19% +0.01
AFL Aflac Inc. Add +0.5% 0.13% +0.01
RNR Renaissancere Holdings Ltd. Add +0.5% 0.16% +0.01
DBMF Imgp Dbi MFT STR ETF-Usd Inc. Add +25.1% 0.52% +0.01
HRB H&R Block Inc. Add +1.1% 0.19% +0.00
PCG P G & E Corp. Add +0.5% 0.13% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +8.1% 0.24% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 182$398.6MAAPL, DIVI, FLOT, VO, EYLD
Q1 2026 171$366.0MFLOT, AAPL, DIVI, VO, EYLD
Q4 2025 176$386.6MAAPL, FLOT, DIVI, VO, SCHG
Q3 2025 183$383.3MAAPL, DIVI, VO, SCHG, MGC
Q2 2025 171$330.1MAAPL, DIVI, VO, SCHG, MGC
Q1 2025 166$283.6MAAPL, DIVI, VO, SCHG, MGC
Q4 2024 169$296.8MAAPL, NVDA, VO, DIVI, SCHG
Q3 2024 171$298.6MAAPL, DIVI, VO, SCHG, MGC
Q2 2024 159$258.9MAAPL, DIVI, NVDA, VO, SCHG
Q1 2024 160$241.0MDIVI, AAPL, VO, SCHG, NVDA