Tria Gen Wealth Management LLC Incresed Positions in Q1 2025

Tria Gen Wealth Management LLC

  • $262 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
12.9K
+ 861.65%
$279.74 - $321.29 $3.62M - $4.16M
14.4K $4.51M
PLTR
Palantir Technologies Inc.

Technology
22.1K
+ 198.58%
$64.98 - $124.62 $1.44M - $2.76M
33.3K $2.81M
AXON
Axon Enterprise, Inc.

Industrials
3.36K
+ 852.79%
$496.65 - $710.01 $1.67M - $2.39M
3.75K $1.97M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.12K
+ 12.29%
$77.7 - $78.94 $398K - $404K
46.8K $3.69M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
18.3K
+ 30.11%
$24.88 - $26.85 $455K - $492K
79.1K $2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
800
+ 144.67%
$468.34 - $539.52 $375K - $432K
1.35K $634K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.1K
+ 13.89%
$44.68 - $46.49 $272K - $283K
50K $2.31M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
6.81K
+ 3.23%
$30.59 - $33.02 $208K - $225K
217K $6.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.65K
+ 12.6%
$79.17 - $82.04 $210K - $217K
23.7K $1.93M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.03K
+ 14.15%
$42.38 - $43.28 $171K - $174K
32.5K $1.38M
IEF
Ishares Barclays

ETFs
1.24K
+ 15.66%
$91.17 - $95.39 $113K - $118K
9.15K $872K
DGRO
Ishares Core Dividend Growth E

ETFs
1.11K
+ 0.82%
$60.46 - $64.42 $66.9K - $71.2K
135K $8.36M
XOM
Exxon Mobil Corp

Energy
6
+ 0.06%
$105.44 - $118.93 $633 - $714
10.3K $1.22M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
4.22K
+ 13.82%
$26.64 - $27.14 $112K - $114K
34.7K $930K
IBM
International Business Machines Corp

Technology
127
+ 4.85%
$217.4 - $264.74 $27.6K - $33.6K
2.75K $682K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.5K
+ 6.27%
$50.87 - $51.09 $76.3K - $76.6K
25.4K $1.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.01K
+ 19.89%
$57.21 - $65.8 $115K - $132K
12.1K $706K
VZ
Verizon Communications Inc

Communication Services
168
+ 1.57%
$37.81 - $46.49 $6.35K - $7.81K
10.9K $492K
SPY
Spdr S&P 500 ETF Trust

ETFs
138
+ 11.01%
$551.42 - $612.93 $76.1K - $84.6K
1.39K $778K
EDV
Vanguard Extended Duration Tre

ETFs
421
+ 14.21%
$65.05 - $73.43 $27.4K - $30.9K
3.38K $240K
NU
Nu Holdings Ltd.

Financial Services
1.5K
+ 13.64%
$10.12 - $13.95 $15.2K - $20.9K
12.5K $128K
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 0.07%
$112.81 - $126.16 $226 - $252
2.96K $360K
WMT
Walmart Inc.

Consumer Defensive
114
+ 3.28%
$84.5 - $105.05 $9.63K - $12K
3.59K $315K
Arista Networks Inc
8.08K
+ 46.64%
N/A
25.4K $0
Ge Vernova Inc
5.06K
+ 369.1%
N/A
6.44K $0
FLQH
Franklin Templeton Libertyq In

ETFs
22.5K
+ 5.76%
N/A
413K $0
HON
Honeywell International Inc

Industrials
1
+ 0.07%
$202.75 - $226.52 $203 - $227
1.36K $288K
VGT
Vanguard Information Technolog

ETFs
18
+ 3.81%
$542.38 - $646.34 $9.76K - $11.6K
490 $265K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
13
+ 0.25%
$113.22 - $126.36 $1.47K - $1.64K
5.19K $596K
NUSC
Nuveen Esg Small Cap ETF

ETFs
20
+ 0.13%
$37.9 - $43.9 $758 - $878
15.3K $586K
VB
Vanguard Small Cap ETF

ETFs
155
+ 0.47%
$217.89 - $252.64 $33.8K - $39.2K
33.4K $7.4M
Activity Summary
Buys All Purchases 59 New Holdings 27 Increased Positions 32 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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