Triad Wealth Partners, LLC Purchases in Q4 2024

Triad Wealth Partners, LLC

  • $277 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EMB
Ishares Tr

ETFs
8.39K
+ 66.93%
$88.94 - $93.46 $746K - $784K
20.9K $1.86B
SO
Southern CO

Utilities
8.36K
New
$81.5 - $94.15 $681K - $787K
8.36K $688M
V
Visa Inc.

Financial Services
2.12K
New
$273.87 - $320.91 $580K - $680K
2.12K $670M
Ea Series Trust
6.05K
New
N/A
6.05K $667M
PG
Procter & Gamble CO

Consumer Defensive
3.94K
New
$161.05 - $179.7 $634K - $708K
3.94K $660M
COST
Costco Wholesale Corp

Consumer Defensive
719
New
$873.59 - $994.69 $628K - $715K
719 $659M
LLY
Eli Lilly & CO

Healthcare
852
New
$727.2 - $932.06 $620K - $794K
852 $658M
LANC
Lancaster Colony Corp

Consumer Defensive
3.75K
New
$172.18 - $200.28 $646K - $752K
3.75K $650M
R
Ryder System Inc

Industrials
4.1K
New
$138.78 - $170.03 $569K - $697K
4.1K $643M
LVHD
Franklin U.S. Low Volatility H

ETFs
15.5K
New
$38.29 - $41.26 $594K - $640K
15.5K $595M
PJAN
Innovator U.S. Equity Power Bu

ETFs
13.7K
New
$41.16 - $42.25 $563K - $577K
13.7K $577M
PAPR
Innovator U.S. Equity Power Bu

ETFs
15.6K
New
$35.71 - $37.1 $556K - $578K
15.6K $571M
CVX
Chevron Corp

Energy
3.9K
New
$141.15 - $162.53 $551K - $634K
3.9K $565M
CRM
Salesforce, Inc.

Technology
1.69K
New
$270.87 - $367.87 $457K - $621K
1.69K $565M
HON
Honeywell International Inc

Industrials
2.43K
New
$202.84 - $236.0 $493K - $573K
2.43K $549M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
8.47K
New
$63.01 - $68.55 $533K - $580K
8.47K $536M
SCHX
Schwab Strategic Tr Us Large C

ETFs
22.8K
New
$22.4 - $68.28 $510K - $1.56M
22.8K $528M
Blackrock Inc
515
New
N/A
515 $528M
QCOM
Qualcomm Inc

Technology
3.35K
New
$150.4 - $178.04 $504K - $596K
3.35K $515M
POCT
Innovator U.S. Equity Power Bu

ETFs
13K
New
$38.63 - $40.03 $501K - $520K
13K $514M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.88K
New
$57.53 - $60.83 $511K - $540K
8.88K $511M
NOW
Service Now, Inc.

Technology
478
New
$867.18 - $1148.42 $415K - $549K
478 $507M
KO
Coca Cola CO

Consumer Defensive
7.99K
New
$61.74 - $71.71 $493K - $573K
7.99K $497M
VZ
Verizon Communications Inc

Communication Services
12.4K
New
$39.6 - $45.21 $492K - $561K
12.4K $497M
Blackrock ETF Trust Ii
9.17K
New
N/A
9.17K $475M
INTU
Intuit Inc

Technology
750
New
$602.01 - $706.25 $452K - $530K
750 $472M
PEP
Pepsico Inc

Consumer Defensive
3.1K
New
$151.29 - $176.1 $469K - $546K
3.1K $471M
BX
Blackstone Inc.

Financial Services
2.72K
New
$148.45 - $199.05 $404K - $541K
2.72K $469M
BAC
Bank Of America Corp

Financial Services
10.6K
New
$39.22 - $47.77 $416K - $507K
10.6K $466M
ABC
Amerisourcebergen Corp

Healthcare
2.06K
New
N/A
2.06K $463M
JNJ
Johnson & Johnson

Healthcare
3.08K
New
$143.34 - $165.86 $441K - $511K
3.08K $445M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
960
New
$442.29 - $483.08 $425K - $464K
960 $435M
VUG
Vanguard Growth ETF

ETFs
1.06K
New
$378.79 - $428.11 $400K - $453K
1.06K $434M
LHX
L3 Harris Technologies, Inc.

Industrials
2.02K
New
$208.94 - $264.22 $422K - $534K
2.02K $425M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.05K
New
$370.24 - $418.94 $389K - $441K
1.05K $423M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
12.1K
New
$33.92 - $36.6 $412K - $445K
12.1K $420M
CG
Carlyle Group Inc.

Financial Services
8.27K
New
$43.2 - $54.81 $357K - $453K
8.27K $417M
IWN
Ishares Russell2000 Val ETF

ETFs
2.52K
New
$162.69 - $181.35 $409K - $456K
2.52K $413M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
3.71K
New
$108.28 - $117.54 $401K - $435K
3.71K $403M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.68K
New
$55.73 - $66.16 $372K - $442K
6.68K $403M
ACN
Accenture PLC

Technology
1.12K
New
$343.9 - $376.86 $387K - $424K
1.12K $395M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.36K
New
$285.5 - $335.62 $389K - $457K
1.36K $395M
HYGW
Ishares Tr High Yield Corporat
12.2K
New
N/A
12.2K $389M
PEG
Public Service Enterprise Group Inc

Utilities
4.58K
New
$81.87 - $94.51 $375K - $433K
4.58K $387M
CPRT
Copart Inc

Consumer Cyclical
6.74K
New
$51.36 - $63.8 $346K - $430K
6.74K $387M
MRK
Merck & Co., Inc.

Healthcare
3.82K
New
$96.31 - $114.76 $368K - $438K
3.82K $380M
CSCO
Cisco Systems, Inc.

Technology
6.39K
New
$52.45 - $60.02 $335K - $384K
6.39K $378M
J P Morgan Exchange Traded F
6.88K
New
N/A
6.88K $359M
TXN
Texas Instruments Inc

Technology
1.91K
New
N/A
1.91K $359M
Activity Summary
Buys All Purchases 157 New Holdings 133 Increased Positions 24 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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