Triad Wealth Partners, LLC Purchases and Sells in Q3 2025

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

Top Buys

Incresed Positions

216 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUFR	925K + 1691.44%	$31.79 - $33.42 $29.4M - $30.9M	979K $32.7B
FBND	378K + 92.8%	$45.26 - $46.63 $17.1M - $17.6M	786K $36.3B
MGC	43.2K + 137.75%	$224.2 - $245.55 $9.69M - $10.6M	74.6K $18.2B
DYNF	161K + 56.93%	$54.35 - $59.32 $8.77M - $9.58M	445K $26.3B
GOVT	388K + 333.45%	$22.64 - $23.22 $8.78M - $9.01M	504K $11.7B
VOO	12K + 47.88%	$567.77 - $614.76 $6.8M - $7.36M	37K $22.7B

New Holdings

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIRST TR EXCHNG TRADED FD VI	700K New	N/A	700K $21.2B
GLOBAL X FDS	73.5K New	N/A	73.5K $5.16B
FIRST TR EXCHNG TRADED FD VI	57.9K New	N/A	57.9K $1.76B
VLO	9.61K New	$131.77 - $175.63 $1.27M - $1.69M	9.61K $1.64B
RDVY	17.7K New	$62.38 - $67.29 $1.1M - $1.19M	17.7K $1.19B
FIRST TR EXCHNG TRADED FD VI	34.2K New	N/A	34.2K $1.07B

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JCPB	-315K - 58.69%	$46.37 - $47.77 $14.6M - $15.1M	222K $10.6B
EFG	-51.8K - 81.25%	$106.99 - $114.46 $5.55M - $5.93M	12K $1.36B
IYW	-31.9K - 88.2%	$171.38 - $197.01 $5.46M - $6.28M	4.27K $836M
LISTED FDS TR	-160K - 37.91%	N/A	262K $6.99B
EMB	-30.4K - 90.65%	$91.52 - $95.59 $2.78M - $2.91M	3.14K $299M
ICVT	-11.8K - 83.65%	$89.29 - $100.17 $1.05M - $1.18M	2.3K $230M

Activity Summary All Purchases 312 New Holdings 96 Increased Positions 216 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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