Tria Gen Wealth Management LLC Portfolio Holdings
Tria Gen Wealth Management LLC
- $221 Million
- Q1 2024
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.