Tria Gen Wealth Management LLC New Holdings in Q1 2025

Tria Gen Wealth Management LLC

  • $262 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COM
Direxion Shs ETF Tr Auspice Br

ETFs
147K
New
$28.37 - $29.61 $4.17M - $4.36M
147K $4.32M
MCK
Mckesson Corp

Healthcare
3.48K
New
$566.21 - $672.99 $1.97M - $2.34M
3.48K $2.34M
CME
Cme Group Inc.

Financial Services
8.63K
New
$225.82 - $266.54 $1.95M - $2.3M
8.63K $2.29M
INTC
Intel Corp

Technology
96.2K
New
$19.1 - $27.39 $1.84M - $2.64M
96.2K $2.18M
MKC
Mccormick & CO Inc

Consumer Defensive
24.5K
New
$71.24 - $84.73 $1.75M - $2.08M
24.5K $2.02M
LNG
Cheniere Energy, Inc.

Energy
8.48K
New
$209.32 - $253.66 $1.77M - $2.15M
8.48K $1.96M
OKE
Oneok Inc

Energy
17.9K
New
$89.57 - $109.85 $1.6M - $1.97M
17.9K $1.78M
FXU
First Tr Exchange Traded Fd Ut

ETFs
27.2K
New
$37.42 - $41.14 $1.02M - $1.12M
27.2K $1.12M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
CVS
Cvs Health Corp

Healthcare
11.6K
New
$44.22 - $68.64 $514K - $798K
11.6K $787K
EXC
Exelon Corp

Utilities
13.9K
New
$37.3 - $46.08 $520K - $643K
13.9K $642K
NFG
National Fuel Gas CO

Energy
7.46K
New
$60.71 - $79.19 $453K - $590K
7.46K $590K
ED
Consolidated Edison Inc

Utilities
5.32K
New
$88.0 - $110.59 $468K - $589K
5.32K $588K
SSRM
Ssr Mining Inc.

Basic Materials
57.3K
New
$7.06 - $11.21 $405K - $643K
57.3K $575K
X
United States Steel Corp

Basic Materials
13.5K
New
$30.47 - $43.0 $413K - $582K
13.5K $572K
HE
Hawaiian Electric Industries Inc

Utilities
50K
New
$8.18 - $11.46 $409K - $573K
50K $547K
CELH
Celsius Holdings, Inc.

Consumer Defensive
14.2K
New
$21.28 - $35.62 $302K - $506K
14.2K $505K
FNF
Fidelity National Financial, Inc.

Financial Services
7.75K
New
$54.25 - $65.27 $420K - $506K
7.75K $504K
RKT
Rocket Companies, Inc.

Financial Services
39.9K
New
$10.28 - $15.77 $410K - $630K
39.9K $481K
NEM
Newmont Corp

Basic Materials
9.36K
New
$37.79 - $48.39 $354K - $453K
9.36K $451K
DOCS
Doximity, Inc.

Healthcare
7.75K
New
$49.71 - $83.14 $385K - $644K
7.75K $449K
PM
Philip Morris International Inc.

Consumer Defensive
1.94K
New
$117.15 - $158.79 $228K - $308K
1.94K $308K
AMGN
Amgen Inc

Healthcare
690
New
$258.59 - $327.36 $178K - $226K
690 $214K
ABT
Abbott Laboratories

Healthcare
1.55K
New
$111.1 - $140.22 $172K - $217K
1.55K $205K
T
At&T Inc.

Communication Services
7.15K
New
$21.56 - $28.28 $154K - $202K
7.15K $202K
AGL
Agilon Health, Inc.

Healthcare
44K
New
$1.92 - $4.61 $84.4K - $203K
44K $190K
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
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