Triad Wealth Partners, LLC Purchases in Q2 2025

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMB
Ishares Tr

ETFs
6.55K
+ 24.24%
$86.54 - $92.62 $567K - $607K
33.6K $3.11B
AAPL
Apple Inc.

Technology
5.2K
+ 20.73%
$172.42 - $223.89 $897K - $1.16M
30.3K $6.22B
V
Visa Inc.

Financial Services
1.76K
+ 75.92%
$308.27 - $373.31 $541K - $656K
4.07K $1.44B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13.6K
New
$45.12 - $46.23 $613K - $628K
13.6K $628M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.7K
New
$74.88 - $91.97 $502K - $616K
6.7K $616M
CB
Chubb LTD

Financial Services
2.13K
New
$274.32 - $302.46 $583K - $643K
2.13K $616M
XOM
Exxon Mobil Corp

Energy
6.67K
+ 68.01%
$99.93 - $119.04 $667K - $794K
16.5K $1.78B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
7.63K
New
$65.41 - $79.66 $499K - $608K
7.63K $608M
Blackrock ETF Trust
19.3K
+ 114.1%
N/A
36.3K $1.09B
DFSV
Dimensional ETF Tr Dimensional

ETFs
19.6K
+ 97.97%
$24.21 - $29.47 $476K - $579K
39.7K $1.17B
Dimensional ETF Trust
8.92K
New
N/A
8.92K $597M
J P Morgan Exchange Traded F
7.4K
+ 35.86%
N/A
28K $1.8B
MUB
Ishares National Muni Bond ETF

ETFs
5.63K
+ 61.15%
$102.31 - $105.8 $576K - $596K
14.8K $1.55B
Blackrock ETF Trust Ii
11.1K
+ 133.1%
N/A
19.4K $1B
JPIE
J P Morgan Exchange Traded Fd
12.2K
+ 30.52%
$45.12 - $46.32 $549K - $564K
52.1K $2.41B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
11.6K
+ 26.71%
$46.39 - $47.84 $540K - $556K
55.2K $2.64B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
24.2K
+ 26.26%
$22.54 - $23.17 $545K - $561K
116K $2.67B
GLD
Spdr Gold Trust

ETFs
1.72K
New
$273.71 - $316.29 $471K - $544K
1.72K $524M
BALT
Innovator Etfs Tr
15.6K
+ 80.43%
$30.33 - $32.1 $474K - $501K
35K $1.12B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.5K
+ 1.28%
$17.76 - $22.1 $44.3K - $55.2K
198K $4.37B
Ea Series Trust
4.3K
+ 46.26%
N/A
13.6K $1.53B
GOOGL
Alphabet Inc.

Communication Services
1.58K
+ 16.98%
$144.7 - $178.6 $229K - $283K
10.9K $1.92B
Innovator Etfs Trust
13.8K
+ 97.44%
N/A
28.1K $914M
DFAU
Dimensional ETF Tr

ETFs
11.3K
New
$34.04 - $42.36 $383K - $477K
11.3K $477M
ORCL
Oracle Corp

Technology
1.26K
+ 52.49%
$122.82 - $218.63 $155K - $276K
3.67K $803M
ADSK
Autodesk, Inc.

Technology
1.39K
New
N/A
1.39K $430M
IBM
International Business Machines Corp

Technology
1.31K
+ 147.86%
$221.03 - $294.78 $290K - $386K
2.2K $647M
VTV
Vanguard Value ETF

ETFs
2.3K
New
$153.67 - $176.74 $354K - $407K
2.3K $407M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
14.7K
+ 149.97%
$23.45 - $26.56 $345K - $391K
24.5K $651M
TSLA
Tesla, Inc.

Consumer Cyclical
638
+ 18.51%
$221.86 - $362.89 $142K - $232K
4.08K $1.3B
DUHP
Dimensional ETF Tr Dimensional

ETFs
10.7K
+ 114.16%
$29.36 - $35.56 $314K - $380K
20.1K $713M
XDSQ
Innovator Etfs Tr Us Equity Ac
10.5K
New
$30.8 - $37.38 $324K - $393K
10.5K $393M
SPYI
Shp ETF Tr Neos S&P 500 High I
7.79K
New
N/A
7.79K $392M
DFAI
Dimensional ETF Tr

ETFs
11.3K
New
$28.02 - $34.71 $317K - $393K
11.3K $391M
Blackrock ETF Trust Ii
8K
New
N/A
8K $389M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.8K
New
$23.4 - $29.68 $300K - $381K
12.8K $381M
PLTR
Palantir Technologies Inc.

Technology
2.79K
New
$74.01 - $144.25 $207K - $403K
2.79K $381M
NFLX
Netflix Inc

Communication Services
278
New
$855.86 - $1339.13 $238K - $372K
278 $372M
JNJ
Johnson & Johnson

Healthcare
2.67K
+ 72.04%
$146.36 - $159.82 $390K - $426K
6.37K $973M
Innovator Etfs Trust
13.3K
New
N/A
13.3K $350M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
6.8K
New
$50.34 - $51.86 $342K - $353K
6.8K $349M
Innovator Etfs Trust
13.7K
New
N/A
13.7K $342M
IJUL
Innovator Etfs Tr

ETFs
9.52K
+ 70.09%
$27.51 - $31.94 $262K - $304K
23.1K $738M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.27K
+ 98.6%
$248.61 - $294.96 $315K - $374K
2.56K $721M
Dimensional ETF Trust
6.12K
+ 81.93%
N/A
13.6K $740M
COST
Costco Wholesale Corp

Consumer Defensive
307
+ 39.26%
$908.13 - $1056.85 $279K - $324K
1.09K $1.08B
IWM
Ishares Russell 2000 ETF

ETFs
1.51K
New
$174.82 - $215.79 $263K - $325K
1.51K $325M
IJAN
Innovator Etfs Tr Intl Dev Pwr
8.66K
+ 78.67%
N/A
19.7K $673M
IOCT
Innovator Etfs Tr Intl Dev Pow
9.03K
+ 86.9%
N/A
19.4K $638M
Activity Summary
Buys All Purchases 235 New Holdings 84 Increased Positions 151 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