Tria Gen Wealth Management LLC New Holdings in Q3 2024

Tria Gen Wealth Management LLC

  • $273 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
13K
New
$239.25 - $280.76 $3.12M - $3.66M
13K $3.62M
PLD
Prologis, Inc.

Real Estate
27.8K
New
$111.95 - $132.43 $3.11M - $3.68M
27.8K $3.51M
NFLX
Netflix Inc

Communication Services
2.74K
New
$598.55 - $722.26 $1.64M - $1.98M
2.74K $1.94M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.33K
New
$1024.09 - $1201.76 $1.37M - $1.6M
1.33K $1.4M
UHS
Universal Health Services Inc

Healthcare
6.12K
New
$178.68 - $241.52 $1.09M - $1.48M
6.12K $1.4M
ELV
Elevance Health, Inc.

Healthcare
2.47K
New
$500.12 - $562.29 $1.23M - $1.39M
2.47K $1.28M
MELI
Mercadolibre Inc

Consumer Cyclical
483
New
$1591.44 - $2140.1 $769K - $1.03M
483 $990K
PANW
Palo Alto Networks Inc

Technology
2.13K
New
$294.18 - $368.01 $628K - $785K
2.13K $729K
MHK
Mohawk Industries Inc

Consumer Cyclical
3.19K
New
$108.83 - $162.7 $347K - $518K
3.19K $512K
UWMC
Uwm Holdings Corp

Financial Services
53.2K
New
$6.62 - $9.52 $352K - $507K
53.2K $453K
INSP
Inspire Medical Systems, Inc.

Healthcare
2.03K
New
$125.79 - $216.71 $255K - $439K
2.03K $427K
SMCI
Super Micro Computer, Inc.

Technology
1.02K
New
$386.46 - $909.96 $395K - $930K
1.02K $425K
WAL
Western Alliance Bancorporation

Financial Services
4.83K
New
$61.15 - $88.41 $295K - $427K
4.83K $417K
FYBR
Frontier Communications Parent, Inc.

Communication Services
10.6K
New
$25.53 - $38.68 $270K - $408K
10.6K $375K
NU
Nu Holdings Ltd.

Financial Services
26.2K
New
$10.71 - $15.14 $281K - $397K
26.2K $358K
MPW
Medical Properties Trust Inc

Real Estate
57.2K
New
$4.03 - $6.38 $231K - $365K
57.2K $334K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
4.49K
New
$41.77 - $67.84 $188K - $305K
4.49K $286K
QQQ
Invesco Qqq Trust, Series 1

ETFs
553
New
$434.77 - $502.96 $240K - $278K
553 $269K
LMT
Lockheed Martin Corp

Industrials
407
New
$460.3 - $584.56 $187K - $238K
407 $237K
TT
Trane Technologies PLC

Industrials
607
New
$314.21 - $388.71 $191K - $236K
607 $235K
PNW
Pinnacle West Capital Corp

Utilities
2.48K
New
$75.52 - $91.31 $187K - $226K
2.48K $219K
TGT
Target Corp

Consumer Defensive
1.32K
New
$133.47 - $159.25 $176K - $211K
1.32K $206K
PFE
Pfizer Inc

Healthcare
6.99K
New
$27.7 - $31.39 $194K - $219K
6.99K $202K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
10K
New
$11.34 - $12.17 $113K - $122K
10K $121K
SOUN
Soundhound Ai, Inc.

Technology
10K
New
$3.89 - $6.2 $38.9K - $62K
10K $46K
Celestica Inc
32.3K
New
N/A
32.3K $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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