StockDriftsStockDriftsTop 50 TriaGen Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLOT | ISHARES TR | 9.5% | 682.3K | $34.8M | +39.39%(+192.79K) | $50.97(-0.09%) | 2026-03-31 | |
| AAPL | APPLE INC | 8.21% | 118.4K | $30.1M | -30.96%(-53.12K) | $183.28(+63.07%) | 2026-03-31 | |
| DIVI | FRANKLIN TEMPLETON ETF TR | 6.42% | 590.2K | $23.5M | +0.30%(+1.79K) | $30.11(+42.58%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.21% | 53.7K | $15.4M | +1.45%(+768) | $54.67(+40.92%) | 2026-03-31 | |
| EYLD | CAMBRIA ETF TR | 3.25% | 287.0K | $11.9M | +0.53%(+1.50K) | $30.70(+48.98%) | 2026-03-31 | |
| DGRO | ISHARES TR | 3.22% | 168.0K | $11.8M | +3.52%(+5.71K) | $52.53(+39.30%) | 2026-03-31 | |
| MGC | VANGUARD WORLD FD | 3.1% | 48.1K | $11.4M | +1.19%(+567) | $147.79(+84.86%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.01% | 377.8K | $11.0M | -0.74%(-2.80K) | $16.27(+110.98%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.65% | 37.1K | $9.7M | +0.26%(+97) | $198.23(+44.11%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 2.12% | 88.0K | $7.8M | -1.06%(-946) | $40.57(+117.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.49% | +54.05% |
| Top 20 Holdings Unweighted | +17.74% | +63.23% |
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