Tria Gen Wealth Management LLC New Holdings in Q1 2024

Tria Gen Wealth Management LLC

  • $221 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
ANSS
Ansys Inc

Technology
11K
New
$327.42 - $357.79 $3.61M - $3.95M
11K $3.83M
META
Meta Platforms, Inc.

Communication Services
4.33K
New
$344.47 - $512.19 $1.49M - $2.22M
4.33K $2.1M
LRCX
Lam Research Corp

Technology
2.16K
New
$731.08 - $994.57 $1.58M - $2.15M
2.16K $2.1M
STZ
Constellation Brands, Inc.

Consumer Defensive
7.07K
New
$241.42 - $272.04 $1.71M - $1.92M
7.07K $1.92M
LVS
Las Vegas Sands Corp

Consumer Cyclical
31.7K
New
$47.93 - $55.25 $1.52M - $1.75M
31.7K $1.64M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
33.5K
New
$44.98 - $46.29 $1.51M - $1.55M
33.5K $1.53M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
22.9K
New
$41.98 - $42.63 $962K - $977K
22.9K $974K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
17.4K
New
$50.64 - $51.08 $879K - $887K
17.4K $886K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
25K
New
$25.76 - $28.68 $643K - $716K
25K $715K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
24.8K
New
$26.17 - $26.88 $648K - $666K
24.8K $665K
AMD
Advanced Micro Devices Inc

Technology
3.02K
New
$135.32 - $211.38 $409K - $638K
3.02K $545K
LYFT
Lyft, Inc.

Technology
22.8K
New
$12.13 - $20.28 $276K - $461K
22.8K $440K
PSTG
Pure Storage, Inc.

Technology
6.91K
New
$34.82 - $57.16 $241K - $395K
6.91K $359K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.89K
New
$56.98 - $284.98 $222K - $1.11M
3.89K $236K
TGT
Target Corp

Consumer Defensive
1.27K
New
$137.4 - $177.21 $175K - $225K
1.27K $225K
EMR
Emerson Electric CO

Industrials
1.83K
New
$91.73 - $113.45 $168K - $208K
1.83K $207K
Calamp Corp
10.5K
New
N/A
10.5K $0
Blackrock ETF Trust Ii
5.14K
New
N/A
5.14K $0
Activity Summary
Buys All Purchases 55 New Holdings 19 Increased Positions 36 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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