Tria Gen Wealth Management LLC Incresed Positions 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
SCHG
Schwab Strategic Tr Us Large C

ETFs
297K
+ 300.5%
$25.93 - $105.3 $7.7M - $31.3M
396K $11M
TPL
Texas Pacific Land Corp

Energy
267
+ 17.85%
$915.49 - $1730.0 $244K - $462K
1.76K $1.95M
DIS
Walt Disney CO

Communication Services
515
+ 1.82%
$92.39 - $117.6 $47.6K - $60.6K
28.7K $3.2M
AMZN
Amazon Com Inc

Consumer Cyclical
61
+ 0.76%
$180.88 - $232.93 $11K - $14.2K
8.1K $1.78M
VB
Vanguard Small Cap ETF

ETFs
541
+ 1.66%
$233.76 - $261.58 $126K - $142K
33.2K $7.98M
ANSS
Ansys Inc

Technology
15
+ 0.14%
$313.05 - $361.45 $4.7K - $5.42K
10.9K $3.68M
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
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
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
Blackrock ETF Trust Ii
231
+ 2.04%
N/A
11.5K $0
Dimensional ETF Trust
1.94K
+ 5.18%
N/A
39.4K $0
Ge Vernova Inc
20
+ 1.48%
N/A
1.37K $0
FYBR
Frontier Communications Parent, Inc.

Communication Services
260
+ 2.46%
$34.15 - $36.14 $8.88K - $9.4K
10.8K $375K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
409
+ 1.46%
$42.33 - $43.3 $17.3K - $17.7K
28.5K $1.21M
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.55K
+ 200.0%
$25.79 - $80.4 $195K - $607K
11.3K $295K
WAL
Western Alliance Bancorporation

Financial Services
43
+ 0.89%
$80.51 - $96.1 $3.46K - $4.13K
4.87K $407K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
285
+ 0.94%
$26.55 - $27.32 $7.57K - $7.79K
30.5K $814K
VBR
Vanguard Small Cap Value ETF

ETFs
177
+ 0.92%
$197.36 - $217.3 $34.9K - $38.5K
19.5K $3.86M
TDG
Trans Digm Group Inc

Industrials
4
+ 2.06%
$1239.0 - $1442.53 $4.96K - $5.77K
198 $250K
INSP
Inspire Medical Systems, Inc.

Healthcare
110
+ 5.43%
$172.7 - $214.93 $19K - $23.6K
2.14K $396K
EDV
Vanguard Extended Duration Tre

ETFs
31
+ 1.06%
$67.27 - $79.67 $2.09K - $2.47K
2.96K $200K
RNR
Renaissancere Holdings LTD

Financial Services
27
+ 1.5%
$241.97 - $287.47 $6.53K - $7.76K
1.83K $454K
IEF
Ishares Barclays

ETFs
84
+ 1.07%
$92.08 - $98.18 $7.73K - $8.25K
7.91K $731K
KO
Coca Cola CO

Consumer Defensive
9
+ 0.23%
$61.74 - $71.71 $556 - $645
3.88K $241K
SBUX
Starbucks Corp

Consumer Cyclical
16
+ 0.19%
$87.44 - $102.5 $1.4K - $1.64K
8.36K $762K
VZ
Verizon Communications Inc

Communication Services
14
+ 0.13%
$39.6 - $45.21 $554 - $633
10.7K $427K
XOM
Exxon Mobil Corp

Energy
400
+ 4.06%
$105.51 - $125.37 $42.2K - $50.1K
10.3K $1.1M
PANW
Palo Alto Networks Inc

Technology
1.59K
+ 74.32%
$181.96 - $405.9 $289K - $644K
3.72K $676K
DGRO
Ishares Core Dividend Growth E

ETFs
1.91K
+ 1.44%
$60.73 - $64.94 $116K - $124K
134K $8.23M
VCIT
Vanguard Intermediate Term Cor

ETFs
34
+ 0.16%
$80.13 - $83.77 $2.72K - $2.85K
21K $1.69M
HRB
H&R Block Inc

Consumer Cyclical
117
+ 1.34%
$52.14 - $63.36 $6.1K - $7.41K
8.85K $467K
GE
General Electric CO

Industrials
37
+ 0.66%
$159.95 - $194.23 $5.92K - $7.19K
5.61K $935K
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
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