TriaGen Wealth Management LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), TriaGen Wealth Management LLC reported 169 stock positions worth $296.8 million. Its top holding was Apple (AAPL) at 14.7% of the portfolio, followed by Nvidia (NVDA, 4.6%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 4.2%). Compared with Q3 2024, it opened 20 new positions, sold out of 22, added to 48 and reduced 52. The biggest buy was Nvidia (NVDA, shares +57%) and the biggest sale Franklin International Core (DIVI, shares −21%).

Most Recent 13F
Q2 2026
Location
Calabasas, CA
CIK
0001843848
Portfolio Value
$296.8M (Q4 2024)
SEC Filing
0001172661-25-000336 ↗ filed Jan 23, 2025

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 Q3 2024 Q4 2024: $296.8M $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 169 stocks · $296.8M
AAPL Apple Inc. 14.74% 174,652 $43.7M Add +1.7%
NVDA Nvidia Corp. 4.61% 101,897 $13.7M Add +56.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 4.17% 46,801 $12.4M Add +0.7%
DIVI Franklin International Core 3.95% 390,582 $11.7M Reduce -20.6%
SCHG Schwab US Large-Cap Growth 3.72% 395,774 $11.0M Add +0.1%
MGC Vngrd Mrngstr MG Cap ETF-Usd 3.32% 46,314 $9.8M Reduce -0.0%
DGRO iShares Core Dividend Growth 2.77% 134,226 $8.2M Add +1.4%
VB Vanguard Most SM-Cap ETF-Usd 2.69% 33,213 $8.0M Add +1.7%
EYLD Cambria Emerg Shrhldr Yield 2.22% 210,421 $6.6M Reduce -19.2%
IAU iShares Gold Trust 1.46% 87,665 $4.3M Add +0.8%
COST Costco Wholesale Corp. 1.35% 4,377 $4.0M Reduce -0.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.30% 19,461 $3.9M Add +0.9%
JPM JPMorgan Chase & Co. 1.25% 15,452 $3.7M Reduce -0.1%
ANSS Ansys Inc. 1.24% 10,904 $3.7M Add +0.1%
LOW Lowe's Cos Inc. 1.15% 13,839 $3.4M New
VCSH Vanguard S/T Corp. Bond ETF 1.10% 41,683 $3.3M Add +3.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.08% 28,748 $3.2M Add +1.8%
EOG EOG Resources Inc. 1.06% 25,752 $3.2M Reduce -2.2%
FDN First Trust DJ Internet Ind 0.99% 12,094 $2.9M Reduce -4.6%
DHR Danaher Corp. 0.98% 12,726 $2.9M Reduce -2.4%
VTI VG Morningstar TS MKT ETF-US 0.93% 9,491 $2.8M Add +0.6%
TSLA Tesla Inc. 0.89% 6,514 $2.6M Reduce -48.5%
FXR First Trust Indst/Producers 0.87% 34,389 $2.6M Reduce -4.5%
IUSG iShares Core S&P U.S. Growth 0.86% 18,277 $2.5M Reduce -0.1%
FXD First Trust Consumer Discret 0.84% 38,493 $2.5M Reduce -4.1%
GS Goldman Sachs Group Inc. 0.83% 4,326 $2.5M Reduce -0.1%
QTEC First Trust Nasdq 100 Tech I 0.83% 13,017 $2.5M Reduce -3.9%
NFLX Netflix Inc. 0.82% 2,734 $2.4M Reduce -0.0%
MA Mastercard Inc. Class A 0.79% 4,436 $2.3M Reduce -46.8%
MSFT Microsoft Corp. 0.77% 5,438 $2.3M No change
BSX Boston Scientific Corp. 0.76% 25,372 $2.3M Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.76% 4,981 $2.3M Reduce -0.3%
ISRG Intuitive Surgical Inc. 0.75% 4,286 $2.2M Reduce -2.4%
BA The Boeing Co. 0.75% 12,636 $2.2M Reduce -0.8%
ABNB Airbnb Inc. Class A 0.75% 16,874 $2.2M Add +1.0%
V Visa Inc. Class A 0.70% 6,601 $2.1M Reduce -0.1%
CMG Chipotle Mexican Grill Inc. 0.68% 33,344 $2.0M New
COR Cencora Inc. 0.67% 8,902 $2.0M Reduce -0.2%
VMBS Vanguard Mortgage-Backed Sec 0.67% 43,880 $2.0M Add +5.5%
NDAQ Nasdaq Inc. 0.67% 25,674 $2.0M Reduce -0.1%
DFCA Dimensional Calfornia MB ETF 0.66% 39,362 $2.0M Add +5.2%
TPL Texas Pacific Land Corp. 0.66% 1,763 $1.9M Add +17.9%
ESGD iShares Trust iShares ESG Aw 0.65% 25,350 $1.9M Reduce -0.5%
ANET Arista Networks Inc. 0.65% 17,329 $1.9M Add +239.8%
FAST Fastenal Co. 0.63% 25,915 $1.9M Reduce -0.1%
CCL Carnival Corp. 0.61% 73,073 $1.8M New
AMZN Amazon.com Inc. 0.60% 8,100 $1.8M Add +0.8%
CVX Chevron Corp. 0.60% 12,257 $1.8M No change
NRG NRG Energy Inc. 0.57% 18,908 $1.7M New
VCIT Vanguard Int-Term Corporate 0.57% 21,007 $1.7M Add +0.2%
DGX Quest Diagnostics Inc. 0.54% 10,694 $1.6M Reduce -0.1%
IUSV iShares Core S&P U.S. Value 0.54% 17,349 $1.6M Reduce -0.1%
DBMF Imgp Dbi MFT STR ETF-Usd Inc. 0.54% 60,796 $1.6M Add +11.2%
MO Altria Group Inc. 0.53% 29,951 $1.6M New
STZ Constellation Brands Inc. Class A 0.52% 7,008 $1.5M Reduce -0.2%
SHY iShares 1-3 Year Treasury Bo 0.48% 17,476 $1.4M Add +3.3%
GDDY GoDaddy Inc. Class A 0.45% 6,785 $1.3M New
LVS Las Vegas Sands Corp. 0.45% 25,900 $1.3M Reduce -18.3%
FXO First Trust Financial Alphad 0.44% 24,036 $1.3M New
JPST JPMorgan Ultra-Short Income 0.42% 24,568 $1.2M Reduce -3.2%
FLOT iShares Floating Rate Bond E 0.41% 23,901 $1.2M Add +7.7%
SHYG iShares 0-5 YR HY Corp. Bond 0.41% 28,451 $1.2M Add +1.5%
META Meta Platforms Inc. Class A 0.40% 2,040 $1.2M Reduce -5.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.39% 23,301 $1.2M No change
XOM Exxon Mobil Corp. 0.37% 10,254 $1.1M Add +4.1%
VUSB Vanguard Ultra Short Bond Et 0.36% 21,373 $1.1M Reduce -0.8%
SHW The Sherwin-Williams Co. 0.35% 3,083 $1.0M No change
FTXL First Trust Nasdaq Semicondu 0.35% 11,976 $1.0M Reduce -58.4%
GOOGL Alphabet Inc. Class A 0.35% 5,423 $1.0M Add +0.5%
GE General Electric filed as GE AEROSPACE 0.32% 5,608 $935K Add +0.7%
XPO Xpo Inc. 0.31% 6,936 $910K Reduce -0.3%
SUB iShares Short-Term National 0.30% 8,541 $901K New
MS Morgan Stanley 0.30% 7,068 $889K No change
HD Home Depot Inc. 0.29% 2,205 $858K No change
PLTR Palantir Technologies Inc. Class A 0.28% 11,139 $842K Reduce -21.5%
PG The Procter & Gamble Co. 0.28% 4,957 $831K Reduce -11.0%
FALN iShares Fallen Angels ETF 0.27% 30,510 $815K Add +0.9%
RTX RTX Corp. 0.26% 6,771 $784K No change
SBUX Starbucks Corp. 0.26% 8,361 $763K Add +0.2%
GOOG Alphabet Inc. Class C 0.25% 3,943 $751K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.25% 1,253 $734K No change
IEF iShares 7-10 Year Treasury B 0.25% 7,911 $731K Add +1.1%
VSXY Victoria's Secret & Co. 0.24% 17,213 $713K New
PANW Palo Alto Networks Inc. 0.23% 3,720 $677K Reduce -12.8%
PGR Progressive Corp. 0.22% 2,723 $652K Reduce -66.8%
UAL United Airlines Holdings Inc. 0.22% 6,631 $644K New
NUSC Nuveen ESG Small-Cap ETF 0.22% 15,272 $640K No change
SUSA iShares ESG Optimized MSCI U 0.21% 5,178 $630K No change
IJH iShares Core S&P Midcap ETF 0.21% 10,093 $629K Add +21.8%
JNJ Johnson & Johnson 0.20% 4,184 $605K No change
ORCL Oracle Corp. 0.20% 3,621 $603K No change
FCNCA First Citizens Bcshs Class A 0.20% 285 $602K No change
AFRM Affirm Holdings Inc. 0.20% 9,612 $585K New
FVD First Trust Value Line DVD 0.20% 13,396 $585K No change
LSCC Lattice Semiconductor Corp. 0.20% 10,300 $583K Reduce -31.8%
NWL Newell Brands Inc. 0.20% 58,514 $583K Add +1.7%
CALI Ishrs SH-TRM Ca Muni Act ETF 0.19% 11,531 $578K Add +2.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 2,619 $576K No change
TTWO Take-Two Interactive Softwre 0.19% 3,039 $559K New
ABBV Abbvie Inc. 0.19% 3,119 $554K No change
FCAL First Trust California Munic 0.18% 10,927 $539K Reduce -8.8%
BUD Anheuser-Busch Inbev-SPN ADR 0.18% 10,700 $536K Reduce -1.8%
RVTY Revvity Inc. 0.18% 4,767 $532K No change
STM Stmicroelectronics NV-NY SHS 0.18% 21,200 $529K Reduce -21.2%
IDEV iShares Core MSCI Dev MKTS 0.17% 8,051 $519K No change
HRB H&R Block Inc. filed as BLOCK H & R INC 0.16% 8,854 $468K Add +1.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.15% 1,116 $458K No change
RNR Renaissancere Holdings Ltd. 0.15% 1,826 $454K Add +1.5%
GEV GE Vernova Inc. 0.15% 1,372 $451K Add +1.5%
ESGE iShares Inc. iShares ESG Awar 0.15% 13,341 $445K Reduce -3.7%
ENPH Enphase Energy Inc. 0.15% 6,360 $437K No change
MCD McDonald's Corp. 0.15% 1,502 $435K Reduce -17.6%
VZ Verizon Communications Inc. 0.14% 10,693 $428K Add +0.1%
NEE Nextera Energy Inc. 0.14% 5,936 $426K Reduce -5.8%
DAL Delta Air Lines Inc. 0.14% 6,997 $423K New
DFS Discover Financial Services 0.14% 2,443 $423K No change
AZO AutoZone Inc. 0.14% 132 $423K Add +0.8%
PCG P G & E Corp. 0.14% 20,392 $412K Add +2.8%
WAL Western Alliance Bancorp 0.14% 4,872 $407K Add +0.9%
INSP Inspire Medical Systems Inc. 0.13% 2,137 $396K Add +5.4%
ALL Allstate Corp. 0.13% 1,986 $383K No change
CSCO Cisco Systems Inc. 0.13% 6,423 $380K Add +0.0%
FYBR Frontier Communications Pare 0.13% 10,819 $375K Add +2.5%
IVV iShares Core S&P 500 ETF 0.13% 633 $373K No change
CSX CSX Corp. 0.13% 11,524 $372K No change
UNP Union Pacific Corp. 0.12% 1,592 $363K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.12% 2,954 $357K Add +0.1%
Z Zillow Group Inc. Class C 0.12% 4,804 $356K Add +7.0%
AFL Aflac Inc. 0.12% 3,395 $351K No change
MDY State Street SPDR S&P Midcap 0.12% 600 $342K No change
ETN Eaton Corp. PLC 0.12% 1,028 $341K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 7,704 $339K No change
REGL Prshrs S&P Mid 400 DVD Arist 0.11% 4,165 $336K No change
DECK Deckers Outdoor Corp. 0.11% 1,650 $335K No change
ALK Alaska Air Group Inc. 0.11% 4,966 $322K New
WMT Walmart Inc. 0.11% 3,478 $314K Reduce -20.1%
NOC Northrop Grumman Corp. 0.11% 669 $314K No change
HON Honeywell International Inc. 0.10% 1,363 $308K Add +0.1%
QQQX Nuveen Nasdaq 100 DYN Overwr 0.10% 10,951 $296K No change
SCHV Schwab US Large-Cap Value 0.10% 11,322 $295K No change
VGT Vanguard Info Tech ETF 0.10% 472 $293K No change
MRK Merck & Co. Inc. 0.10% 2,910 $289K Reduce -1.3%
CEG Constellation Energy 0.10% 1,279 $286K Reduce -5.8%
QQQ Invesco QQQ Trust Series 1 0.10% 553 $283K No change
LLY Eli Lilly & Co. 0.09% 362 $279K Reduce -65.9%
ADSK Autodesk Inc. 0.09% 945 $279K Reduce -8.7%
BIL SS SPDR BB 1-3M T-Bill ETF 0.09% 2,976 $272K Reduce -9.4%
TDG Transdigm Group Inc. 0.08% 198 $251K Add +2.1%
ICE Intercontinental Exchange Inc. 0.08% 1,671 $249K No change
DIVO Amplify CWP Enhan Divid ETF 0.08% 6,031 $244K No change
KO The Coca-Cola Co. 0.08% 3,876 $241K Add +0.2%
XYLD Global X S&P 500 Cove Call E 0.08% 5,644 $236K No change
AXON Axon Enterprise Inc. 0.08% 394 $234K New
TT Trane Technologies PLC 0.08% 607 $224K No change
AVGO Broadcom Inc. 0.08% 962 $223K New
UNH Unitedhealth Group Inc. 0.07% 428 $217K No change
EMR Emerson Electric Co. 0.07% 1,731 $215K New
TSM Taiwan Semiconductor-SP ADR 0.07% 1,068 $211K New
PNW Pinnacle West Capital 0.07% 2,477 $210K No change
XLV SS Health Care Select Sector 0.07% 1,505 $207K No change
BMY Bristol-Myers Squibb Co. 0.07% 3,651 $207K New
EDV Vanguard Extended Dur Treas 0.07% 2,963 $201K Add +1.1%
SOUN Soundhound AI Inc. Class A 0.07% 10,000 $198K No change
SLQT Selectquote Inc. 0.05% 40,500 $151K No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.04% 11,000 $114K Reduce -58.1%
VCV Invesco Ca Val Muni Inc. TR 0.04% 10,300 $113K No change
MUJ BlackRock Munihold NJ QLTY 0.04% 10,000 $111K No change
QSI Quantum-Si Inc. 0.01% 10,000 $27K No change
FUBO Fubotv Inc. 0.00% 10,000 $13K New

Portfolio Sells Q3 2024 → Q4 2024
DIVI Franklin International Core Reduce -20.6% 3.95% −1.51
PLD Prologis Inc. Sold out 0.00% −1.18
EYLD Cambria Emerg Shrhldr Yield Reduce -19.2% 2.22% −0.80
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −0.70
EMN Eastman Chemical Co. Sold out 0.00% −0.62
MA Mastercard Inc. Class A Reduce -46.8% 0.79% −0.59
CLS Celestica Inc. Sold out 0.00% −0.55
FTXL First Trust Nasdaq Semicondu Reduce -58.4% 0.35% −0.55
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.50
PGR Progressive Corp. Reduce -66.8% 0.22% −0.48
REGN Regeneron Pharmaceuticals Sold out 0.00% −0.47
UHS Universal Health Services-B Sold out 0.00% −0.47
ELV Elevance Health Inc. Sold out 0.00% −0.43
MELI MercadoLibre Inc. Sold out 0.00% −0.33
APO Apollo Global Management Inc. Sold out 0.00% −0.30
ERIE Erie Indemnity Company Class A Sold out 0.00% −0.24
DHR Danaher Corp. Reduce -2.4% 0.98% −0.23
TSLA Tesla Inc. Reduce -48.5% 0.89% −0.22
LLY Eli Lilly & Co. Reduce -65.9% 0.09% −0.22
MHK Mohawk Industries Inc. Sold out 0.00% −0.17
UWMC Uwm Holdings Corp. Sold out 0.00% −0.15
SMCI Super Micro Computer Inc. Sold out 0.00% −0.14
MPT Medical Properties Trust Inc. Sold out 0.00% −0.11
STM Stmicroelectronics NV-NY SHS Reduce -21.2% 0.18% −0.09
LVS Las Vegas Sands Corp. Reduce -18.3% 0.45% −0.09
NUE Nucor Corp. Sold out 0.00% −0.09
STZ Constellation Brands Inc. Class A Reduce -0.2% 0.52% −0.08
NU Nu Holdings Ltd./Cayman Isl-A Reduce -58.1% 0.04% −0.08
LMT Lockheed Martin Corp. Sold out 0.00% −0.08
NKE Nike Inc. Class B Sold out 0.00% −0.08
AMGN Amgen Inc. Sold out 0.00% −0.07
PEP Pepsico Inc. Sold out 0.00% −0.07
LSCC Lattice Semiconductor Corp. Reduce -31.8% 0.20% −0.07
TGT Target Corp. Sold out 0.00% −0.07
PFE Pfizer Inc. Sold out 0.00% −0.07
ESGD iShares Trust iShares ESG Aw Reduce -0.5% 0.65% −0.07
BUD Anheuser-Busch Inbev-SPN ADR Reduce -1.8% 0.18% −0.06
FXR First Trust Indst/Producers Reduce -4.5% 0.87% −0.05
PG The Procter & Gamble Co. Reduce -11.0% 0.28% −0.04
QTEC First Trust Nasdq 100 Tech I Reduce -3.9% 0.83% −0.04
MCD McDonald's Corp. Reduce -17.6% 0.15% −0.04
NEE Nextera Energy Inc. Reduce -5.8% 0.14% −0.03
CEG Constellation Energy Reduce -5.8% 0.10% −0.02
EOG EOG Resources Inc. Reduce -2.2% 1.06% −0.02
FCAL First Trust California Munic Reduce -8.8% 0.18% −0.02
ESGE iShares Inc. iShares ESG Awar Reduce -3.7% 0.15% −0.02
PANW Palo Alto Networks Inc. Reduce -12.8% 0.23% −0.02
MRK Merck & Co. Inc. Reduce -1.3% 0.10% −0.01
JPST JPMorgan Ultra-Short Income Reduce -3.2% 0.42% −0.01
IUSV iShares Core S&P U.S. Value Reduce -0.1% 0.54% −0.01

Portfolio Buys Q3 2024 → Q4 2024
NVDA Nvidia Corp. Add +56.7% 4.61% +1.97
AAPL Apple Inc. Add +1.7% 14.74% +1.34
LOW Lowe's Cos Inc. New 1.15% +1.15
CMG Chipotle Mexican Grill Inc. New 0.68% +0.68
CCL Carnival Corp. New 0.61% +0.61
NRG NRG Energy Inc. New 0.57% +0.57
MO Altria Group Inc. New 0.53% +0.53
ANET Arista Networks Inc. Add +239.8% 0.65% +0.48
GDDY GoDaddy Inc. Class A New 0.45% +0.45
FXO First Trust Financial Alphad New 0.44% +0.44
SUB iShares Short-Term National New 0.30% +0.30
SCHG Schwab US Large-Cap Growth Add +0.1% 3.72% +0.27
VSXY Victoria's Secret & Co. New 0.24% +0.24
UAL United Airlines Holdings Inc. New 0.22% +0.22
TPL Texas Pacific Land Corp. Add +17.9% 0.66% +0.21
AFRM Affirm Holdings Inc. New 0.20% +0.20
TTWO Take-Two Interactive Softwre New 0.19% +0.19
DIS The Walt Disney Co. Add +1.8% 1.08% +0.17
DAL Delta Air Lines Inc. New 0.14% +0.14
ALK Alaska Air Group Inc. New 0.11% +0.11
AMZN Amazon.com Inc. Add +0.8% 0.60% +0.10
VB Vanguard Most SM-Cap ETF-Usd Add +1.7% 2.69% +0.09
AXON Axon Enterprise Inc. New 0.08% +0.08
ANSS Ansys Inc. Add +0.1% 1.24% +0.08
AVGO Broadcom Inc. New 0.08% +0.08
EMR Emerson Electric Co. New 0.07% +0.07
TSM Taiwan Semiconductor-SP ADR New 0.07% +0.07
BMY Bristol-Myers Squibb Co. New 0.07% +0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.7% 4.17% +0.06
NWL Newell Brands Inc. Add +1.7% 0.20% +0.05
GOOGL Alphabet Inc. Class A Add +0.5% 0.35% +0.05
IJH iShares Core S&P Midcap ETF Add +21.8% 0.21% +0.04
ABNB Airbnb Inc. Class A Add +1.0% 0.75% +0.04
GEV GE Vernova Inc. Add +1.5% 0.15% +0.04
VTI VG Morningstar TS MKT ETF-US Add +0.6% 0.93% +0.03
FLOT iShares Floating Rate Bond E Add +7.7% 0.41% +0.03
DFCA Dimensional Calfornia MB ETF Add +5.2% 0.66% +0.03
VCSH Vanguard S/T Corp. Bond ETF Add +3.9% 1.10% +0.03
Z Zillow Group Inc. Class C Add +7.0% 0.12% +0.02
DBMF Imgp Dbi MFT STR ETF-Usd Inc. Add +11.2% 0.54% +0.02
IAU iShares Gold Trust Add +0.8% 1.46% +0.02
CSCO Cisco Systems Inc. Add +0.0% 0.13% +0.01
VMBS Vanguard Mortgage-Backed Sec Add +5.5% 0.67% +0.01
SHY iShares 1-3 Year Treasury Bo Add +3.3% 0.48% +0.01
HON Honeywell International Inc. Add +0.1% 0.10% +0.01
PCG P G & E Corp. Add +2.8% 0.14% +0.01
AZO AutoZone Inc. Add +0.8% 0.14% +0.00
FUBO Fubotv Inc. New 0.00% +0.00
TJX TJX Companies Inc. Add +0.1% 0.12% +0.00
CALI Ishrs SH-TRM Ca Muni Act ETF Add +2.0% 0.19% +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