Tria Gen Wealth Management LLC Incresed Positions in Q3 2024

Tria Gen Wealth Management LLC

  • $273 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
99K
+ 136.14%
$207.23 - $234.82 $20.5M - $23.2M
172K $40M
MA
Mastercard Inc

Financial Services
3.84K
+ 85.3%
$429.6 - $500.99 $1.65M - $1.92M
8.34K $4.12M
VO
Vanguard Mid Cap ETF

ETFs
2.11K
+ 4.76%
$237.84 - $263.83 $502K - $557K
46.5K $12.3M
PGR
Progressive Corp

Financial Services
5.49K
+ 202.73%
$209.46 - $259.24 $1.15M - $1.42M
8.2K $2.08M
BA
Boeing CO

Industrials
9.81K
+ 335.27%
$152.04 - $190.6 $1.49M - $1.87M
12.7K $1.94M
DGRO
Ishares Core Dividend Growth E

ETFs
5.87K
+ 4.64%
$57.47 - $62.76 $337K - $368K
132K $8.3M
VB
Vanguard Small Cap ETF

ETFs
1.5K
+ 4.81%
$214.77 - $237.72 $322K - $356K
32.7K $7.75M
MGC
Vanguard Mega Cap ETF

ETFs
2.36K
+ 5.35%
$185.93 - $206.64 $438K - $487K
46.3K $9.57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.34K
+ 36.77%
$405.19 - $478.57 $544K - $643K
5K $2.3M
EMN
Eastman Chemical CO

Basic Materials
5.83K
+ 54.9%
$93.82 - $113.74 $547K - $663K
16.4K $1.84M
IAU
Ishares Gold Trust

ETFs
4.54K
+ 5.51%
$44.06 - $50.5 $200K - $229K
86.9K $4.32M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
13.1K
+ 5.29%
$31.25 - $35.38 $409K - $463K
260K $9.01M
VBR
Vanguard Small Cap Value ETF

ETFs
746
+ 4.02%
$179.99 - $201.6 $134K - $150K
19.3K $3.87M
DIS
Walt Disney CO

Communication Services
3.9K
+ 16.02%
$85.6 - $98.61 $334K - $384K
28.2K $2.72M
FXR
First Trust Industrials/Produc

ETFs
23
+ 0.06%
$66.85 - $75.76 $1.54K - $1.74K
36K $2.73M
SHW
Sherwin Williams CO

Basic Materials
23
+ 0.75%
$294.65 - $384.0 $6.78K - $8.83K
3.08K $1.18M
LLY
Eli Lilly & CO

Healthcare
298
+ 39.01%
$772.14 - $960.02 $230K - $286K
1.06K $940K
GE
General Electric CO

Industrials
488
+ 9.6%
$156.66 - $189.66 $76.5K - $92.6K
5.57K $1.05M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
11K
+ 25.08%
$26.82 - $30.58 $294K - $335K
54.7K $1.54M
NEE
Nextera Energy Inc

Utilities
1.9K
+ 43.29%
$69.9 - $84.97 $133K - $162K
6.3K $532K
MSFT
Microsoft Corp

Technology
589
+ 12.15%
$395.15 - $467.56 $233K - $275K
5.44K $2.34M
PLTR
Palantir Technologies Inc.

Technology
156
+ 1.11%
$24.09 - $37.95 $3.76K - $5.92K
14.2K $527K
FXD
First Tr Exchange Traded Fd

ETFs
284
+ 0.71%
$56.55 - $63.72 $16.1K - $18.1K
40.1K $2.54M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.02%
$255.18 - $283.2 $510 - $566
9.43K $2.67M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.39K
+ 3.45%
$44.9 - $47.55 $62.3K - $66K
41.6K $1.96M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.43K
+ 20.83%
$57.32 - $62.65 $81.9K - $89.5K
8.29K $516K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.1K
+ 15.81%
$63.46 - $71.43 $69.7K - $78.5K
8.05K $570K
FDN
First Tr Fd Dow Jones

ETFs
107
+ 0.85%
$183.68 - $212.48 $19.7K - $22.7K
12.7K $2.69M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
187
+ 0.47%
$76.94 - $79.54 $14.4K - $14.9K
40.1K $3.19M
V
Visa Inc.

Financial Services
39
+ 0.59%
$253.74 - $291.56 $9.9K - $11.4K
6.61K $1.82M
RNR
Renaissancere Holdings LTD

Financial Services
8
+ 0.45%
$211.47 - $272.21 $1.69K - $2.18K
1.8K $489K
SPY
Spdr S&P 500 ETF Trust

ETFs
94
+ 8.11%
$517.38 - $573.86 $48.6K - $53.9K
1.25K $719K
HRB
H&R Block Inc

Consumer Cyclical
95
+ 1.1%
$52.99 - $66.6 $5.03K - $6.33K
8.74K $555K
AFL
Aflac Inc

Financial Services
18
+ 0.53%
$88.52 - $111.8 $1.59K - $2.01K
3.4K $379K
NUSC
Nuveen Esg Small Cap ETF

ETFs
381
+ 2.56%
$38.89 - $42.97 $14.8K - $16.4K
15.3K $654K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
777
+ 2.85%
$41.95 - $43.42 $32.6K - $33.7K
28K $1.22M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
889
+ 3.03%
$26.01 - $27.41 $23.1K - $24.4K
30.2K $826K
VZ
Verizon Communications Inc

Communication Services
375
+ 3.64%
$38.89 - $45.0 $14.6K - $16.9K
10.7K $479K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
123
+ 2.43%
$108.44 - $120.37 $13.3K - $14.8K
5.18K $623K
PCG
Pg&E Corp

Utilities
101
+ 0.51%
$17.08 - $20.6 $1.73K - $2.08K
19.8K $392K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
928
+ 4.36%
$50.63 - $51.11 $47K - $47.4K
22.2K $1.13M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
216
+ 1.29%
$81.31 - $83.29 $17.6K - $18K
16.9K $1.41M
IEF
Ishares Barclays

ETFs
89
+ 1.15%
$92.67 - $99.14 $8.25K - $8.82K
7.83K $767K
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.1%
$107.93 - $120.23 $324 - $361
2.95K $346K
EDV
Vanguard Extended Duration Tre

ETFs
48
+ 1.66%
$70.73 - $83.52 $3.4K - $4.01K
2.93K $233K
FLQH
Franklin Templeton Libertyq In

ETFs
20.1K
+ 4.26%
N/A
492K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
187
+ 0.65%
N/A
28.8K $0
Ge Vernova Inc
128
+ 10.46%
N/A
1.35K $0
Dimensional ETF Trust
15.8K
+ 73.19%
N/A
37.4K $0
Activity Summary
Buys All Purchases 83 New Holdings 27 Increased Positions 56 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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