Tria Gen Wealth Management LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $221 Million distributed in 160 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.8M, Vanguard Mid Cap ETF with a value of $11M, Schwab Strategic Tr Us Large C with a value of $8.64M, Nvidia Corp with a value of $8.59M, and Cambria ETF Tr Emerging Shareh with a value of $8.06M.
Examining the 13F form we can see an increase of $16.1M in the current position value, from $205M to 221M.
Below you can find more details about Tria Gen Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$221 Million
ETFs: $96.6 Million
Technology: $47.7 Million
Consumer Cyclical: $16.8 Million
Financial Services: $15.5 Million
Healthcare: $11 Million
Industrials: $8.74 Million
Consumer Defensive: $7.76 Million
Energy: $7.49 Million
Other: $9.29 Million
Stock Holdings Table Market Cap. of $200 Billions or more