Tria Gen Wealth Management LLC Portfolio Holdings
Tria Gen Wealth Management LLC
- $273 Million
- Q3 2024
Tria Gen Wealth Management LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $273 Million distributed in 171 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40M, Vanguard Mid Cap ETF with a value of $12.3M, Schwab Strategic Tr Us Large C with a value of $10.3M, Vanguard Mega Cap ETF with a value of $9.57M, and Cambria ETF Tr Emerging Shareh with a value of $9.01M.
Examining the 13F form we can see an increase of $35.2M in the current position value, from $238M to 273M.
Below you can find more details about Tria Gen Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$273 Million
ETFs: $109 Million
Technology: $60 Million
Financial Services: $24.4 Million
Healthcare: $22.9 Million
Consumer Cyclical: $14.1 Million
Industrials: $8.92 Million
Consumer Defensive: $8.87 Million
Communication Services: $8.58 Million
Other: $16.1 Million