Tria Gen Wealth Management LLC Incresed Positions in Q2 2025

Tria Gen Wealth Management LLC

  • $307 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XYLD
Global X Fds S&P 500 Covered C

ETFs
873
+ 15.47%
$35.62 - $39.64 $31.1K - $34.6K
6.52K $253K
HON
Honeywell International Inc

Industrials
1
+ 0.07%
$182.86 - $232.88 $183 - $233
1.37K $317K
ABT
Abbott Laboratories

Healthcare
118
+ 7.63%
$123.95 - $138.08 $14.6K - $16.3K
1.67K $226K
VZ
Verizon Communications Inc

Communication Services
1.01K
+ 9.28%
$41.67 - $45.62 $42K - $46K
11.9K $513K
CVS
Cvs Health Corp

Healthcare
56
+ 0.48%
$60.04 - $70.18 $3.36K - $3.93K
11.7K $805K
T
At&T Inc.

Communication Services
407
+ 5.69%
$26.33 - $28.94 $10.7K - $11.8K
7.56K $218K
KO
Coca Cola CO

Consumer Defensive
254
+ 7.09%
$68.37 - $73.9 $17.4K - $18.8K
3.83K $271K
NOC
Northrop Grumman Corp

Industrials
44
+ 6.58%
$456.3 - $540.39 $20.1K - $23.8K
713 $356K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
59
+ 0.98%
$37.18 - $42.55 $2.19K - $2.51K
6.09K $259K
ABBV
Abb Vie Inc.

Healthcare
441
+ 14.14%
$170.16 - $206.27 $75K - $91K
3.56K $660K
EDV
Vanguard Extended Duration Tre

ETFs
196
+ 5.79%
$62.83 - $72.45 $12.3K - $14.2K
3.58K $240K
Blackrock ETF Trust Ii
25
+ 0.23%
N/A
11K $0
VUSB
Vanguard Bd Index Fds
9.54K
+ 48.16%
N/A
29.4K $0
FLQH
Franklin Templeton Libertyq In

ETFs
55.1K
+ 13.33%
N/A
468K $0
Dimensional ETF Trust
89
+ 0.23%
N/A
39.2K $0
UNP
Union Pacific Corp

Industrials
42
+ 2.64%
$208.27 - $238.46 $8.75K - $10K
1.63K $375K
XOM
Exxon Mobil Corp

Energy
1.02K
+ 9.93%
$99.93 - $119.04 $102K - $121K
11.3K $1.22M
AMGN
Amgen Inc

Healthcare
29
+ 4.2%
$262.28 - $309.85 $7.61K - $8.99K
719 $200K
FAST
Fastenal CO

Industrials
21.5K
+ 83.24%
$40.65 - $83.16 $875K - $1.79M
47.4K $1.99M
HE
Hawaiian Electric Industries Inc

Utilities
33
+ 0.07%
$9.36 - $10.96 $309 - $362
50K $531K
MRK
Merck & Co., Inc.

Healthcare
179
+ 6.15%
$73.47 - $87.12 $13.2K - $15.6K
3.09K $244K
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.03%
$313.51 - $363.51 $314 - $364
3.08K $1.06M
EXC
Exelon Corp

Utilities
101
+ 0.72%
$42.2 - $47.37 $4.26K - $4.78K
14.1K $610K
ENPH
Enphase Energy, Inc.

Technology
157
+ 2.48%
$34.56 - $62.52 $5.43K - $9.82K
6.48K $257K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12
+ 0.24%
$483.48 - $539.8 $5.8K - $6.48K
4.99K $2.43M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
40
+ 0.03%
$27.55 - $29.44 $1.1K - $1.18K
147K $4.07M
MCD
Mcdonalds Corp

Consumer Cyclical
153
+ 1.06%
$285.55 - $321.23 $43.7K - $49.1K
14.6K $4.26M
CVX
Chevron Corp

Energy
182
+ 1.49%
$133.73 - $168.51 $24.3K - $30.7K
12.4K $1.78M
Activity Summary
Buys All Purchases 109 New Holdings 30 Increased Positions 79 Sells All Sells 39 Reductions 39 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