Tria Gen Wealth Management LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $277 Million distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $43.7M, Nvidia Corp with a value of $13.7M, Vanguard Mid Cap ETF with a value of $12.4M, Schwab Strategic Tr Us Large C with a value of $11M, and Vanguard Mega Cap ETF with a value of $9.85M.
Examining the 13F form we can see an increase of $4.08M in the current position value, from $273M to 277M.
Below you can find more details about Tria Gen Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$277 Million
ETFs: $110 Million
Technology: $70.8 Million
Financial Services: $20.4 Million
Consumer Cyclical: $19.5 Million
Healthcare: $13.7 Million
Industrials: $10.7 Million
Communication Services: $10.3 Million
Consumer Defensive: $9.63 Million
Other: $12.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
