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CrossGen Wealth, LLC

All holdings · as of Dec 31, 2025

198 positions

CompanyClassValueShares% of portfolio
VANGUARD INFORMATION TECHNOLOGY ETF—$9.8K130.0%
Synchrony Financial—$10.1K1210.0%
HCA Healthcare, Inc.—$10.4K220.0%
GE Vernova Inc.—$10.5K160.0%
Celanese Corp—$10.6K2510.0%
Alibaba Group Holding LtdBABAADR$11.0K750.0%
Mondelez International, Inc.—$12.6K2340.0%
CITIGROUP INC—$13.7K1170.0%
WASTE MANAGEMENT INC—$13.8K630.0%
DIAGEO PLC SPON ADR NEW (UNITED KINGDOM)—$14.1K1640.0%
Corteva, Inc.—$14.5K2170.0%
MICROCHIP TECHNOLOGY INC—$14.8K2330.0%
Consolidated Edison Inc—$14.9K1500.0%
NUSCALE POWER Corp—$15.0K1,0580.0%
CLOROX CO /DE—$15.5K1540.0%
ROPER TECHNOLOGIES INC—$15.6K350.0%
INGERSOLL-RAND INC—$16.0K2020.0%
VANGUARD GROWTH ETF—$16.1K330.0%
FULTON FINANCIAL CORP—$17.6K9090.0%
Wayfair Inc.—$18.4K1830.0%
SiteOne Landscape Supply, Inc.—$18.7K1500.0%
Devon Energy Corp—$18.8K5130.0%
ARK ETF TRUST INNOVATION ETF—$18.8K2450.0%
UNITEDHEALTH GROUP INC—$19.8K600.0%
Philip Morris International Inc.—$19.9K1240.0%
GENERAL ELECTRIC CO—$20.6K670.0%
Keysight Technologies, Inc.—$20.9K1030.0%
FIDELITY WISE ORIGIN BITCOIN FUND—$21.0K2750.0%
INVESCO QQQ TR—$23.3K380.0%
Live Oak Bancshares, Inc.—$24.2K7030.0%
Solventum Corp—$24.6K3100.0%
The Boeing Company—$25.6K1180.0%
LIGHTBRIDGE CORP—$25.7K2,0340.0%
KIMBERLY CLARK CORP—$27.4K2720.0%
IQVIA HOLDINGS INC.—$28.4K1260.0%
NOVARTIS AG SPONSORED ADR (SWITZERLAND)—$28.5K2060.0%
CAPITAL ONE FINANCIAL CORP—$29.8K1230.0%
BANK OF AMERICA CORP /DE—$30.3K5500.0%
EMERSON ELECTRIC CO—$30.7K2310.0%
United Parcel Service Inc—$33.4K3370.0%
Netflix Inc—$36.6K3900.0%
Applied Digital Corp—$43.0K1,7550.0%
NORFOLK SOUTHERN CORP—$43.5K1510.0%
Oklo Inc.—$45.1K6280.0%
DOMINION ENERGY, INC—$45.4K7750.0%
COSTCO WHOLESALE CORP /NEW—$45.8K530.0%
STERIS plc—$45.9K1810.0%
Equinix Inc—$46.1K600.0%
ADOBE INC.—$51.4K1470.0%
SOUTHERN CO—$51.6K5920.0%
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