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CrossGen Wealth, LLC

All holdings · as of Dec 31, 2025

198 positions

CompanyClassValueShares% of portfolio
WOLFSPEED, INC.—$3520.0%
FISERV INC—$13420.0%
Viatris Inc—$261210.0%
WORKSPORT LTD.—$2771300.0%
AT&T INC.—$298120.0%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP—$32520.0%
PayPal Holdings, Inc.—$35060.0%
NXP Semiconductors N.V.—$43420.0%
Millrose Properties, Inc.—$531180.0%
Warner Bros. Discovery, Inc.—$548190.0%
Brighthouse Financial, Inc.—$648100.0%
ISHARES TR MSCI EAFE ETF—$67270.0%
D-Wave Quantum Inc.—$706270.0%
AEGON LTD.AEGNY Reg Shrs$725940.0%
AMERICAN INTERNATIONAL GROUP, INC.—$1.0K120.0%
SYSCO CORP—$1.0K140.0%
Charter Communications, Inc.—$1.0K50.0%
VANGUARD HEALTH CARE ETF—$1.2K40.0%
Chemours Co—$1.2K1010.0%
Rivian Automotive, Inc. / DE—$1.6K830.0%
GE HealthCare Technologies Inc.—$1.8K220.0%
INTEL CORP—$1.8K500.0%
ISHARES TR RUSSELL 2000 ETF—$2.0K80.0%
Advance Auto Parts Inc—$2.0K500.0%
ISHARES TR GLOBAL 100 ETF—$2.0K160.0%
nCino Inc.—$2.1K800.0%
NEOGEN CORP—$2.2K3180.0%
Blackstone Inc—$2.3K150.0%
HILLENBRAND INCORPORATED—$2.4K750.0%
Walt Disney Co—$2.7K230.0%
Block, Inc.—$3.0K460.0%
ZILLOW GROUP, INC.—$3.4K500.0%
LENNAR CORP /NEW—$3.7K360.0%
Fidelity National Information Services Inc—$3.9K580.0%
ISHARES TR S&P 500 GRWT ETF—$3.9K320.0%
Precision BioSciences, Inc.—$4.2K1,0000.0%
ISHARES TR ISHARES SEMICDTR—$4.6K150.0%
CVS HEALTH Corp—$4.9K620.0%
DOW INC.—$5.1K2170.0%
PFIZER INC—$5.2K2090.0%
Cigna Group—$5.4K200.0%
Uber Technologies, Inc—$6.6K810.0%
NEXTERA ENERGY INC—$7.7K960.0%
Energy Transfer LPETMLP$8.2K5000.0%
Nano Nuclear Energy Inc.NNECommon Stock$8.3K3440.0%
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF—$8.3K2280.0%
DuPont de Nemours, Inc.—$8.7K2170.0%
Qnity Electronics, Inc.—$8.8K1080.0%
QUALCOMM INC/DE—$9.6K560.0%
J M SMUCKER Co—$9.8K1000.0%
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