Tria Gen Wealth Management LLC Sells in Q4 2024

Tria Gen Wealth Management LLC

  • $277 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-50.1K
- 19.22%
$31.31 - $35.01 $1.57M - $1.75M
210K $6.59M
MA
Mastercard Inc

Financial Services
-3.9K
- 46.78%
$491.3 - $536.15 $1.92M - $2.09M
4.44K $2.34M
PGR
Progressive Corp

Financial Services
-5.48K
- 66.78%
$239.6 - $268.88 $1.31M - $1.47M
2.72K $652K
DHR
Danaher Corp

Healthcare
-310
- 2.38%
$226.16 - $274.52 $70.1K - $85.1K
12.7K $2.92M
TSLA
Tesla, Inc.

Consumer Cyclical
-6.15K
- 48.55%
$213.65 - $479.86 $1.31M - $2.95M
6.51K $2.63M
LLY
Eli Lilly & CO

Healthcare
-700
- 65.91%
$727.2 - $932.06 $509K - $652K
362 $279K
STM
St Microelectronics N.V.

Technology
-5.7K
- 21.19%
$24.48 - $28.92 $140K - $165K
21.2K $529K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-5.8K
- 18.3%
$47.96 - $55.17 $278K - $320K
25.9K $1.33M
STZ
Constellation Brands, Inc.

Consumer Defensive
-14
- 0.2%
$219.66 - $257.62 $3.08K - $3.61K
7.01K $1.55M
NU
Nu Holdings Ltd.

Financial Services
-15.2K
- 58.08%
$10.24 - $15.89 $156K - $242K
11K $113K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-120
- 0.47%
$75.65 - $83.47 $9.08K - $10K
25.4K $1.93M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-200
- 1.83%
$49.78 - $66.55 $9.96K - $13.3K
10.7K $535K
FXR
First Trust Industrials/Produc

ETFs
-1.64K
- 4.55%
$74.81 - $83.27 $123K - $137K
34.4K $2.57M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-524
- 3.87%
$185.87 - $204.12 $97.4K - $107K
13K $2.45M
PG
Procter & Gamble CO

Consumer Defensive
-614
- 11.02%
$161.05 - $179.7 $98.9K - $110K
4.96K $831K
MCD
Mcdonalds Corp

Consumer Cyclical
-320
- 17.56%
$288.47 - $316.54 $92.3K - $101K
1.5K $435K
NEE
Nextera Energy Inc

Utilities
-363
- 5.76%
$69.77 - $85.43 $25.3K - $31K
5.94K $425K
EOG
Eog Resources Inc

Energy
-578
- 2.2%
$118.22 - $136.54 $68.3K - $78.9K
25.8K $3.16M
CEG
Constellation Energy Corp

Utilities
-78
- 5.75%
$224.28 - $285.52 $17.5K - $22.3K
1.28K $287K
FCAL
First Tr Iii Calif Mun High In

ETFs
-1.06K
- 8.82%
$49.2 - $50.51 $52K - $53.4K
10.9K $539K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-509
- 3.68%
$33.39 - $37.66 $17K - $19.2K
13.3K $445K
FXD
First Tr Exchange Traded Fd

ETFs
-1.64K
- 4.08%
$62.05 - $68.52 $102K - $112K
38.5K $2.49M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-820
- 3.23%
$50.37 - $50.6 $41.3K - $41.5K
24.6K $1.24M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-11
- 0.06%
$91.94 - $100.02 $1.01K - $1.1K
17.3K $1.61M
MRK
Merck & Co., Inc.

Healthcare
-38
- 1.29%
$96.31 - $114.76 $3.66K - $4.36K
2.91K $289K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-14
- 0.28%
$442.29 - $483.08 $6.19K - $6.76K
4.98K $2.26M
WMT
Walmart Inc.

Consumer Defensive
-872
- 20.05%
$79.1 - $95.7 $69K - $83.5K
3.48K $314K
META
Meta Platforms, Inc.

Communication Services
-114
- 5.29%
$554.08 - $632.68 $63.2K - $72.1K
2.04K $1.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-310
- 9.43%
$91.29 - $91.8 $28.3K - $28.5K
2.98K $272K
ADSK
Autodesk, Inc.

Technology
-90
- 8.7%
N/A
945 $232K
ABC
Amerisourcebergen Corp

Healthcare
-20
- 0.22%
N/A
8.9K $1.65M
DGX
Quest Diagnostics Inc

Healthcare
-7
- 0.07%
N/A
10.7K $1.47M
FTXL
First Tr ETF Vi Nasdaq Semicon
-16.8K
- 58.39%
N/A
12K $0
FLQH
Franklin Templeton Libertyq In

ETFs
-101K
- 20.57%
N/A
391K $0
VUSB
Vanguard Bd Index Fds
-172
- 0.8%
N/A
21.4K $0
FAST
Fastenal CO

Industrials
-17
- 0.07%
$69.99 - $84.35 $1.19K - $1.43K
25.9K $1.86M
ISRG
Intuitive Surgical Inc

Healthcare
-103
- 2.35%
$471.27 - $550.62 $48.5K - $56.7K
4.29K $2.24M
NDAQ
Nasdaq, Inc.

Financial Services
-18
- 0.07%
$70.87 - $83.05 $1.28K - $1.49K
25.7K $1.98M
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.07%
$873.59 - $994.69 $2.62K - $2.98K
4.38K $4.01M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-19
- 0.1%
$129.96 - $144.97 $2.47K - $2.75K
18.3K $2.55M
BSX
Boston Scientific Corp

Healthcare
-22
- 0.09%
$83.62 - $91.5 $1.84K - $2.01K
25.4K $2.27M
XPO
Xpo Logistics, Inc.

Industrials
-23
- 0.33%
$105.35 - $158.2 $2.42K - $3.64K
6.94K $909K
FDN
First Tr Fd Dow Jones

ETFs
-583
- 4.6%
$210.5 - $257.24 $123K - $150K
12.1K $2.94M
V
Visa Inc.

Financial Services
-4
- 0.06%
$273.87 - $320.91 $1.1K - $1.28K
6.6K $2.09M
MGC
Vanguard Mega Cap ETF

ETFs
-19
- 0.04%
$204.21 - $220.18 $3.88K - $4.18K
46.3K $9.85M
BA
Boeing CO

Industrials
-100
- 0.79%
$138.14 - $180.72 $13.8K - $18.1K
12.6K $2.24M
PLTR
Palantir Technologies Inc.

Technology
-3.04K
- 21.46%
$36.46 - $82.38 $111K - $251K
11.1K $842K
GS
Goldman Sachs Group Inc

Financial Services
-3
- 0.07%
$486.1 - $608.57 $1.46K - $1.83K
4.33K $2.48M
JPM
Jpmorgan Chase & CO

Financial Services
-7
- 0.05%
$205.18 - $250.29 $1.44K - $1.75K
15.5K $3.7M
Activity Summary
Buys All Purchases 70 New Holdings 21 Increased Positions 49 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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