Tria Gen Wealth Management LLC Reduced Holdings in Q1 2025

Tria Gen Wealth Management LLC

  • $262 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-7.52K
- 4.31%
$209.68 - $247.1 $1.58M - $1.86M
167K $37.1M
NVDA
Nvidia Corp

Technology
-27.7K
- 27.17%
$106.98 - $149.43 $2.96M - $4.14M
74.2K $8.04M
BA
Boeing CO

Industrials
-10.3K
- 81.51%
$148.15 - $186.25 $1.53M - $1.92M
2.34K $398K
FDN
First Tr Fd Dow Jones

ETFs
-6.77K
- 55.94%
$221.38 - $266.86 $1.5M - $1.81M
5.33K $1.18M
FXR
First Trust Industrials/Produc

ETFs
-18.1K
- 52.72%
$68.3 - $79.81 $1.24M - $1.45M
16.3K $1.13M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-10.1K
- 2.54%
$24.91 - $29.02 $251K - $292K
386K $9.66M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-6.27K
- 48.18%
$173.56 - $210.67 $1.09M - $1.32M
6.75K $1.17M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.29K
- 19.74%
$222.15 - $428.22 $286K - $551K
5.23K $1.35M
META
Meta Platforms, Inc.

Communication Services
-1.45K
- 71.08%
$576.36 - $736.67 $836K - $1.07M
590 $340K
MGC
Vanguard Mega Cap ETF

ETFs
-305
- 0.66%
$199.2 - $222.69 $60.8K - $67.9K
46K $9.27M
CCL
Carnival Corp

Consumer Cyclical
-573
- 0.78%
$19.08 - $28.49 $10.9K - $16.3K
72.5K $1.42M
VO
Vanguard Mid Cap ETF

ETFs
-464
- 0.99%
$251.87 - $277.95 $117K - $129K
46.3K $12M
DIS
Walt Disney CO

Communication Services
-123
- 0.43%
$96.87 - $114.0 $11.9K - $14K
28.6K $2.83M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-988
- 5.41%
$126.86 - $146.45 $125K - $145K
17.3K $2.2M
VBR
Vanguard Small Cap Value ETF

ETFs
-559
- 2.87%
$183.02 - $207.75 $102K - $116K
18.9K $3.52M
ANSS
Ansys Inc

Technology
-157
- 1.44%
$316.56 - $360.36 $49.7K - $56.6K
10.7K $3.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-200
- 2.47%
$190.26 - $242.06 $38.1K - $48.4K
7.9K $1.5M
GOOGL
Alphabet Inc.

Communication Services
-534
- 9.85%
$154.33 - $206.19 $82.4K - $110K
4.89K $756K
ABNB
Airbnb, Inc.

Consumer Cyclical
-278
- 1.65%
$119.38 - $161.42 $33.2K - $44.9K
16.6K $1.98M
MS
Morgan Stanley

Financial Services
-1.3K
- 18.39%
$111.68 - $141.08 $145K - $183K
5.77K $672K
VTI
Vanguard Total Stock Market Et

ETFs
-84
- 0.89%
$271.18 - $303.12 $22.8K - $25.5K
9.41K $2.59M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-2.09K
- 8.7%
$50.93 - $57.24 $106K - $120K
21.9K $1.16M
HD
Home Depot, Inc.

Consumer Cyclical
-200
- 9.07%
$347.25 - $424.87 $69.5K - $85K
2.01K $734K
ORCL
Oracle Corp

Technology
-29
- 0.8%
$139.81 - $186.47 $4.05K - $5.41K
3.59K $502K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-781
- 4.5%
$90.0 - $96.32 $70.3K - $75.2K
16.6K $1.53M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.58K
- 6.45%
$50.39 - $50.66 $79.8K - $80.2K
23K $1.16M
STM
St Microelectronics N.V.

Technology
-300
- 1.42%
$21.64 - $28.22 $6.49K - $8.47K
20.9K $458K
CEG
Constellation Energy Corp

Utilities
-154
- 12.04%
$201.63 - $347.44 $31.1K - $53.5K
1.13K $226K
FCAL
First Tr Iii Calif Mun High In

ETFs
-1.04K
- 9.55%
$48.53 - $49.76 $50.7K - $51.9K
9.88K $479K
SBUX
Starbucks Corp

Consumer Cyclical
-1.2K
- 14.35%
$91.75 - $115.81 $110K - $139K
7.16K $702K
CSX
Csx Corp

Industrials
-717
- 6.22%
$29.11 - $33.67 $20.9K - $24.1K
10.8K $318K
ENPH
Enphase Energy, Inc.

Technology
-34
- 0.53%
$52.87 - $73.51 $1.8K - $2.5K
6.33K $392K
NDAQ
Nasdaq, Inc.

Financial Services
-47
- 0.18%
$72.17 - $83.76 $3.39K - $3.94K
25.6K $1.94M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.6K
- 11.99%
$32.74 - $36.2 $52.4K - $57.9K
11.7K $410K
SLQT
Select Quote, Inc.

Financial Services
-5K
- 12.35%
$3.34 - $6.05 $16.7K - $30.3K
35.5K $118K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-15
- 0.31%
$68.37 - $87.97 $1.03K - $1.32K
4.79K $328K
FVD
First Tr Value Line Divid Inde

ETFs
-889
- 6.64%
$42.61 - $45.51 $37.9K - $40.5K
12.5K $557K
ABC
Amerisourcebergen Corp

Healthcare
-69
- 0.78%
N/A
8.83K $1.64M
DGX
Quest Diagnostics Inc

Healthcare
-91
- 0.85%
N/A
10.6K $1.45M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-44
- 1.48%
$91.45 - $91.75 $4.02K - $4.04K
2.93K $268K
Blackrock ETF Trust Ii
-577
- 5.0%
N/A
11K $0
PG
Procter & Gamble CO

Consumer Defensive
-76
- 1.53%
$158.56 - $176.26 $12.1K - $13.4K
4.88K $831K
Dimensional ETF Trust
-253
- 0.64%
N/A
39.1K $0
VUSB
Vanguard Bd Index Fds
-1.56K
- 7.28%
N/A
19.8K $0
UNH
Unitedhealth Group Inc

Healthcare
-14
- 3.27%
$461.52 - $548.18 $6.46K - $7.67K
414 $216K
CSCO
Cisco Systems, Inc.

Technology
-174
- 2.71%
$58.74 - $64.87 $10.2K - $11.3K
6.25K $385K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-27
- 0.24%
$25.77 - $27.6 $696 - $745
11.3K $300K
FYBR
Frontier Communications Parent, Inc.

Communication Services
-170
- 1.57%
$34.83 - $36.05 $5.92K - $6.13K
10.6K $381K
BMY
Bristol Myers Squibb CO

Healthcare
-152
- 4.16%
$53.9 - $63.11 $8.19K - $9.59K
3.5K $213K
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
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