Tria Gen Wealth Management LLC Purchases in Q4 2024

Tria Gen Wealth Management LLC

  • $277 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
36.9K
+ 56.72%
$117.0 - $148.88 $4.31M - $5.49M
102K $13.7M
AAPL
Apple Inc.

Technology
2.96K
+ 1.72%
$221.69 - $259.02 $656K - $767K
175K $43.7M
LOW
Lowes Companies Inc

Consumer Cyclical
13.8K
New
$244.52 - $284.07 $3.38M - $3.93M
13.8K $3.42M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
33.3K
New
$55.73 - $66.16 $1.86M - $2.21M
33.3K $2.01M
CCL
Carnival Corp

Consumer Cyclical
73.1K
New
$17.34 - $26.8 $1.27M - $1.96M
73.1K $1.82M
NRG
Nrg Energy, Inc.

Utilities
18.9K
New
$85.3 - $101.61 $1.61M - $1.92M
18.9K $1.71M
MO
Altria Group, Inc.

Consumer Defensive
30K
New
$49.06 - $57.74 $1.47M - $1.73M
30K $1.57M
GDDY
Go Daddy Inc.

Technology
6.79K
New
$153.16 - $209.03 $1.04M - $1.42M
6.79K $1.34M
FXO
First Tr Exchange Traded Fd Fi

ETFs
24K
New
$50.63 - $59.0 $1.22M - $1.42M
24K $1.3M
SUB
Ishares Short Term National Mu

ETFs
8.54K
New
$104.94 - $106.2 $896K - $907K
8.54K $900K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
17.2K
New
$24.08 - $48.71 $414K - $838K
17.2K $712K
UAL
United Airlines Holdings, Inc.

Industrials
6.63K
New
$55.62 - $102.44 $369K - $679K
6.63K $643K
TPL
Texas Pacific Land Corp

Energy
267
+ 17.85%
$915.49 - $1730.0 $244K - $462K
1.76K $1.95M
AFRM
Affirm Holdings, Inc.

Technology
9.61K
New
$38.48 - $72.86 $370K - $700K
9.61K $585K
TTWO
Take Two Interactive Software Inc

Communication Services
3.04K
New
$147.66 - $190.46 $449K - $579K
3.04K $559K
DIS
Walt Disney CO

Communication Services
515
+ 1.82%
$92.39 - $117.6 $47.6K - $60.6K
28.7K $3.2M
DAL
Delta Air Lines, Inc.

Industrials
7K
New
$47.46 - $65.77 $332K - $460K
7K $423K
ALK
Alaska Air Group, Inc.

Industrials
4.97K
New
$42.48 - $67.6 $211K - $336K
4.97K $321K
AMZN
Amazon Com Inc

Consumer Cyclical
61
+ 0.76%
$180.88 - $232.93 $11K - $14.2K
8.1K $1.78M
AXON
Axon Enterprise, Inc.

Industrials
394
New
$399.22 - $689.78 $157K - $272K
394 $234K
VB
Vanguard Small Cap ETF

ETFs
541
+ 1.66%
$233.76 - $261.58 $126K - $142K
33.2K $7.98M
AVGO
Broadcom Inc.

Technology
962
New
$159.67 - $250.0 $154K - $241K
962 $223K
EMR
Emerson Electric CO

Industrials
1.73K
New
$108.13 - $134.33 $187K - $233K
1.73K $214K
ANSS
Ansys Inc

Technology
15
+ 0.14%
$313.05 - $361.45 $4.7K - $5.42K
10.9K $3.68M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.07K
New
$172.07 - $207.36 $184K - $221K
1.07K $210K
BMY
Bristol Myers Squibb CO

Healthcare
3.65K
New
$51.92 - $59.94 $190K - $219K
3.65K $206K
NWL
Newell Brands Inc.

Consumer Defensive
991
+ 1.72%
$7.18 - $11.63 $7.12K - $11.5K
58.5K $582K
GOOGL
Alphabet Inc.

Communication Services
25
+ 0.46%
$161.86 - $196.66 $4.05K - $4.92K
5.42K $1.03M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.81K
+ 21.82%
$61.68 - $67.87 $112K - $123K
10.1K $628K
VO
Vanguard Mid Cap ETF

ETFs
339
+ 0.73%
$261.5 - $284.63 $88.6K - $96.5K
46.8K $12.4M
ABNB
Airbnb, Inc.

Consumer Cyclical
162
+ 0.97%
$125.36 - $147.37 $20.3K - $23.9K
16.9K $2.22M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.71K
+ 7.69%
$50.73 - $51.08 $86.6K - $87.2K
23.9K $1.22M
VTI
Vanguard Total Stock Market Et

ETFs
59
+ 0.63%
$280.04 - $302.45 $16.5K - $17.8K
9.49K $2.75M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
313
+ 6.97%
$58.32 - $85.45 $18.3K - $26.7K
4.8K $355K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.56K
+ 3.88%
$77.86 - $79.27 $121K - $123K
41.7K $3.25M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
6.12K
+ 11.2%
$26.01 - $28.19 $159K - $173K
60.8K $1.59M
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.03%
$52.45 - $60.02 $105 - $120
6.42K $380K
HON
Honeywell International Inc

Industrials
1
+ 0.07%
$202.84 - $236.0 $203 - $236
1.36K $307K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.29K
+ 5.51%
$45.17 - $47.23 $103K - $108K
43.9K $1.99M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
551
+ 3.26%
$81.68 - $82.93 $45K - $45.7K
17.5K $1.43M
IAU
Ishares Gold Trust

ETFs
742
+ 0.85%
$48.37 - $52.65 $35.9K - $39.1K
87.7K $4.34M
PCG
Pg&E Corp

Utilities
560
+ 2.82%
$19.2 - $21.63 $10.8K - $12.1K
20.4K $411K
FUBO
Fubo Tv Inc.

Communication Services
10K
New
$1.25 - $1.81 $12.5K - $18.1K
10K $12K
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.1%
$112.15 - $127.2 $336 - $382
2.95K $356K
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.76%
$2981.19 - $3370.27 $2.98K - $3.37K
132 $422K
Dimensional ETF Trust
1.94K
+ 5.18%
N/A
39.4K $0
Arista Networks Inc
17.3K
New
N/A
17.3K $0
FYBR
Frontier Communications Parent, Inc.

Communication Services
260
+ 2.46%
$34.15 - $36.14 $8.88K - $9.4K
10.8K $375K
Blackrock ETF Trust Ii
231
+ 2.04%
N/A
11.5K $0
Activity Summary
Buys All Purchases 70 New Holdings 21 Increased Positions 49 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email