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
GLDM
World Gold Trust

ETFs
4.86K
New
$58.96 - $67.97 $287K - $331K
4.86K $319M
IAPR
Innovator Etfs Tr Internationa

ETFs
10.2K
+ 89.65%
$25.9 - $29.24 $264K - $298K
21.5K $630M
WMT
Walmart Inc.

Consumer Defensive
2.14K
+ 20.66%
$81.79 - $99.98 $175K - $214K
12.5K $1.22B
XDQQ
Innovator Etfs Tr Growth Accel
8.83K
New
$28.17 - $34.91 $249K - $308K
8.83K $308M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.43K
+ 76.32%
$51.14 - $57.0 $278K - $310K
12.5K $713M
MA
Mastercard Inc

Financial Services
492
+ 27.8%
$479.92 - $590.74 $236K - $291K
2.26K $1.27B
GOOG
Alphabet Inc.

Communication Services
936
+ 14.82%
$146.58 - $180.01 $137K - $168K
7.25K $1.29B
NOW
Service Now, Inc.

Technology
170
+ 32.14%
$721.65 - $1040.18 $123K - $177K
699 $719M
CRWD
Crowd Strike Holdings, Inc.

Technology
577
New
$321.63 - $509.31 $186K - $294K
577 $294M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
9.79K
New
$23.66 - $29.99 $232K - $294K
9.79K $294M
VT
Vanguard Total World Stk Index

ETFs
2.28K
New
$103.16 - $128.52 $235K - $293K
2.28K $293M
VTI
Vanguard Total Stock Market Et

ETFs
943
New
$243.75 - $303.93 $230K - $287K
943 $287M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
6.45K
New
$36.14 - $44.23 $233K - $285K
6.45K $285M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.02K
New
N/A
3.02K $283M
LLY
Eli Lilly & CO

Healthcare
419
+ 43.37%
$713.71 - $898.95 $299K - $377K
1.39K $1.08B
CGGR
Capital Group Growth ETF Shs C

ETFs
6.83K
New
$30.53 - $40.65 $209K - $278K
6.83K $278M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
8.84K
New
$28.35 - $31.3 $251K - $277K
8.84K $277M
IEFA
Ishares Tr

ETFs
3.04K
+ 105.41%
$67.83 - $84.09 $206K - $256K
5.93K $495M
BA
Boeing CO

Industrials
1.31K
New
$136.59 - $217.51 $179K - $285K
1.31K $275M
DELL
Dell Technologies Inc.

Technology
2.23K
New
$71.63 - $125.98 $160K - $281K
2.23K $273M
Innovator Etfs Trust
8.93K
+ 49.28%
N/A
27K $762M
MNST
Monster Beverage Corp

Consumer Defensive
4.29K
New
$55.01 - $64.24 $236K - $276K
4.29K $269M
DFIV
Dimensional ETF Tr

ETFs
6.24K
New
$34.67 - $43.21 $216K - $270K
6.24K $267M
XLK
Technology Sector Spdr

ETFs
1.04K
New
$179.73 - $253.23 $186K - $263K
1.04K $263M
TYL
Tyler Technologies Inc

Technology
440
New
$521.68 - $592.84 $230K - $261K
440 $261M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
8.48K
+ 94.8%
$23.73 - $27.68 $201K - $235K
17.4K $483M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
6.28K
New
$36.26 - $40.45 $228K - $254K
6.28K $254M
APO
Apollo Global Management, Inc.

Financial Services
1.79K
New
$108.68 - $145.07 $194K - $260K
1.79K $254M
GE
General Electric CO

Industrials
985
New
$166.81 - $257.39 $164K - $254K
985 $254M
QCOM
Qualcomm Inc

Technology
1.47K
+ 44.1%
$124.66 - $159.48 $183K - $235K
4.81K $766M
JCI
Johnson Controls International PLC

Industrials
2.39K
New
$71.14 - $105.62 $170K - $252K
2.39K $252M
Dimensional ETF Trust
7.98K
+ 118.25%
N/A
14.7K $457M
DISV
Dimensional ETF Tr Dimensional

ETFs
7.6K
New
$25.93 - $32.91 $197K - $250K
7.6K $250M
ETN
Eaton Corp PLC

Industrials
115
+ 4.71%
$246.52 - $356.99 $28.3K - $41.1K
2.56K $913M
WFC
Wells Fargo & Company

Financial Services
3.07K
New
$60.98 - $80.12 $187K - $246K
3.07K $246M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.83K
New
$114.78 - $133.31 $210K - $244K
1.83K $244M
Innovator Etfs Trust
7.08K
+ 93.86%
N/A
14.6K $469M
XLU
Utilities Sector Spdr

ETFs
2.93K
New
$73.09 - $82.77 $214K - $243K
2.93K $240M
SUB
Ishares Short Term National Mu

ETFs
2.2K
+ 58.49%
$104.77 - $106.34 $230K - $234K
5.96K $633M
GS
Goldman Sachs Group Inc

Financial Services
333
New
$462.22 - $707.75 $154K - $236K
333 $236M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
6.32K
New
$31.44 - $36.79 $199K - $232K
6.32K $232M
AMD
Advanced Micro Devices Inc

Technology
1.64K
New
$78.21 - $143.81 $128K - $235K
1.64K $232M
INTU
Intuit Inc

Technology
125
+ 16.47%
$544.07 - $787.63 $68K - $98.5K
884 $696M
Blackrock ETF Trust
7.15K
+ 28.85%
N/A
31.9K $871M
DIS
Walt Disney CO

Communication Services
1.85K
New
$81.72 - $124.01 $151K - $229K
1.85K $229M
ADP
Automatic Data Processing Inc

Industrials
741
New
$276.76 - $326.81 $205K - $242K
741 $229M
Celestica Inc
1.46K
New
N/A
1.46K $228M
IVV
Ishares Core S&P 500 ETF

ETFs
80
+ 2.66%
$498.8 - $620.9 $39.9K - $49.7K
3.09K $1.92B
DIHP
Dimensional ETF Tr Dimensional

ETFs
7.68K
New
$24.32 - $29.74 $187K - $228K
7.68K $226M
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
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