Triad Wealth Partners, LLC Purchases in Q1 2025

Triad Wealth Partners, LLC

  • $322 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
60.6K
New
$97.25 - $104.79 $5.9M - $6.35M
60.6K $6.29B
IVE
Ishares S&P 500 Value ETF

ETFs
22.1K
+ 45.36%
$185.78 - $198.58 $4.11M - $4.39M
70.9K $13.5B
JCPB
J P Morgan Exchange Traded Fd

ETFs
66.5K
+ 16.27%
$45.56 - $47.23 $3.03M - $3.14M
475K $22.4B
MGC
Vanguard Mega Cap ETF

ETFs
15.8K
New
$199.2 - $222.69 $3.14M - $3.51M
15.8K $3.17B
QUAL
Ishares Msci Usa Quality Facto

ETFs
20.3K
+ 34.58%
$168.16 - $186.21 $3.41M - $3.77M
78.9K $13.5B
IEMG
Ishares Inc

ETFs
52.8K
+ 157.57%
N/A
86.3K $4.66B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
45.9K
+ 87.84%
$64.88 - $72.1 $2.98M - $3.31M
98.1K $6.45B
IAU
Ishares Gold Trust

ETFs
33K
+ 101.66%
$49.74 - $58.96 $1.64M - $1.95M
65.5K $3.86B
Blackrock ETF Trust Ii
29.1K
+ 29.95%
N/A
126K $6.62B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
37.8K
+ 20.41%
$48.06 - $53.73 $1.82M - $2.03M
223K $10.9B
VEA
Vanguard Ftse Developed Market

ETFs
24.8K
+ 103.91%
$47.4 - $52.99 $1.17M - $1.31M
48.6K $2.47B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
27.7K
+ 174.82%
$46.18 - $47.84 $1.28M - $1.33M
43.6K $2.07B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
37.1K
+ 305.57%
$32.42 - $36.13 $1.2M - $1.34M
49.3K $1.63B
BBUS
J P Morgan Exchg Traded Fd

ETFs
10.8K
New
$99.5 - $110.97 $1.07M - $1.2M
10.8K $1.09B
EFV
Msci Eafe Value ETF

ETFs
2.96K
+ 2.1%
$51.88 - $60.73 $153K - $180K
144K $8.49B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
17.7K
+ 5.06%
$44.41 - $45.98 $786K - $814K
368K $16.8B
BAC
Bank Of America Corp

Financial Services
20.7K
+ 195.35%
$39.61 - $47.74 $821K - $990K
31.3K $1.31B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
26.6K
+ 15.81%
$18.36 - $20.51 $489K - $546K
195K $3.86B
OEF
Ishares S&P 100 ETF

ETFs
2.68K
New
N/A
2.68K $725M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
11.1K
+ 130.76%
$61.9 - $66.89 $685K - $740K
19.5K $1.24B
JMBS
Janus Detroit Str Tr Henderson

ETFs
15K
New
$43.53 - $45.42 $652K - $680K
15K $677M
JPIE
J P Morgan Exchange Traded Fd
13.8K
+ 52.76%
$45.46 - $46.18 $626K - $636K
39.9K $1.84B
POCT
Innovator U.S. Equity Power Bu

ETFs
16.4K
+ 126.36%
$38.53 - $40.49 $632K - $664K
29.4K $1.14B
EMB
Ishares Tr

ETFs
6.09K
+ 29.08%
$88.64 - $92.03 $540K - $560K
27K $2.45B
PJAN
Innovator U.S. Equity Power Bu

ETFs
13.9K
+ 102.0%
$41.09 - $43.24 $573K - $603K
27.6K $1.14B
ABT
Abbott Laboratories

Healthcare
4.01K
+ 226.34%
$111.1 - $140.22 $446K - $563K
5.79K $768M
DFSV
Dimensional ETF Tr Dimensional

ETFs
20.1K
New
$27.56 - $32.1 $553K - $644K
20.1K $564M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.6K
+ 20.57%
$95.85 - $99.25 $441K - $457K
27K $2.67B
Innovator Etfs Trust
18.1K
New
N/A
18.1K $492M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.76K
New
$169.43 - $182.84 $468K - $505K
2.76K $479M
PJUL
Innovator U.S. Equity Power Bu

ETFs
11.5K
+ 67.23%
$39.81 - $42.17 $456K - $483K
28.5K $1.14B
Innovator Etfs Trust
14.2K
New
N/A
14.2K $437M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
7.29K
New
$59.78 - $60.03 $436K - $438K
7.29K $436M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.49K
+ 16.77%
$91.76 - $103.26 $504K - $567K
38.2K $3.54B
J P Morgan Exchange Traded F
7.39K
+ 55.8%
N/A
20.6K $1.22B
PAPR
Innovator U.S. Equity Power Bu

ETFs
12.1K
+ 77.73%
$35.21 - $37.69 $426K - $456K
27.7K $987M
Dimensional ETF Trust
7.47K
New
N/A
7.47K $399M
SUB
Ishares Short Term National Mu

ETFs
3.76K
New
$105.3 - $106.24 $396K - $399K
3.76K $397M
Innovator Etfs Trust
15.3K
New
N/A
15.3K $383M
LOW
Lowes Companies Inc

Consumer Cyclical
1.63K
New
$222.66 - $268.42 $363K - $438K
1.63K $381M
Ea Series Trust
3.24K
+ 53.61%
N/A
9.3K $1.04B
Northern Lts Fd Tr Iv
14.1K
New
N/A
14.1K $358M
Blackrock ETF Trust
13.2K
+ 114.4%
N/A
24.8K $641M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
6.72K
+ 13.92%
N/A
55K $2.54B
PM
Philip Morris International Inc.

Consumer Defensive
2.2K
New
$117.15 - $158.79 $257K - $349K
2.2K $348M
DVY
Ishares Tr

ETFs
2.55K
New
$128.58 - $138.1 $327K - $351K
2.55K $342M
FNDF
Schwab Fundamental Intl Large

ETFs
9.38K
New
$32.9 - $37.45 $309K - $351K
9.38K $339M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
14.6K
+ 18.84%
$22.25 - $23.0 $325K - $336K
92.1K $2.12B
DFIC
Dimensional ETF Tr Dimensional

ETFs
11.2K
+ 110.08%
$25.54 - $28.79 $286K - $322K
21.4K $593M
Activity Summary
Buys All Purchases 160 New Holdings 53 Increased Positions 107 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email