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
Northern Lts Fd Tr Iv
7.07K
New
N/A
7.07K $226M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
6.05K
New
$32.79 - $36.78 $199K - $223K
6.05K $223M
Northern Lts Fd Tr Iv
7.13K
New
N/A
7.13K $222M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
2.05K
New
$86.12 - $108.35 $177K - $222K
2.05K $222M
SPY
Spdr S&P 500 ETF Trust

ETFs
312
+ 64.46%
$496.48 - $617.85 $155K - $193K
796 $492M
ABT
Abbott Laboratories

Healthcare
1.46K
+ 25.23%
$123.95 - $138.08 $181K - $202K
7.25K $986M
VB
Vanguard Small Cap ETF

ETFs
907
New
$193.73 - $237.37 $176K - $215K
907 $215M
PNOV
Innovator U.S. Equity Power Bu
5.41K
New
N/A
5.41K $214M
PFE
Pfizer Inc

Healthcare
8.76K
New
$21.59 - $24.84 $189K - $218K
8.76K $212M
MLM
Martin Marietta Materials Inc

Basic Materials
386
New
$452.51 - $568.19 $175K - $219K
386 $212M
EEM
Ishares Msci Emerging Markets

ETFs
4.36K
New
$38.52 - $48.28 $168K - $211K
4.36K $211M
CAT
Caterpillar Inc

Industrials
539
New
$273.94 - $388.21 $148K - $209K
539 $209M
Innovator Etfs Trust
7.52K
+ 49.23%
N/A
22.8K $591M
DFAE
Dimensional ETF Tr

ETFs
7.19K
New
$22.87 - $28.95 $164K - $208K
7.19K $208M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
5.33K
New
$34.22 - $38.84 $182K - $207K
5.33K $207M
Ferguson Enterprises Inc
949
New
N/A
949 $207M
APG
A Pi Group Corp

Industrials
4.04K
New
$32.2 - $51.23 $130K - $207K
4.04K $206M
TXN
Texas Instruments Inc

Technology
993
New
N/A
993 $206M
AMGN
Amgen Inc

Healthcare
738
New
$262.28 - $309.85 $194K - $229K
738 $206M
HYGW
Ishares Tr High Yield Corporat
7.28K
+ 35.65%
N/A
27.7K $847M
GILD
Gilead Sciences, Inc.

Healthcare
1.85K
New
$96.91 - $113.0 $179K - $209K
1.85K $205M
LMT
Lockheed Martin Corp

Industrials
366
+ 18.15%
$430.82 - $486.45 $158K - $178K
2.38K $1.1B
APH
Amphenol Corp

Technology
2.03K
New
$59.09 - $98.75 $120K - $201K
2.03K $201M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.13K
+ 37.62%
$39.89 - $49.46 $125K - $155K
11.5K $567M
IXUS
Ishares Tr

ETFs
1.98K
+ 46.09%
$62.37 - $77.63 $124K - $154K
6.28K $485M
Innovator Etfs Trust
6.87K
+ 82.19%
N/A
15.2K $391M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.11K
+ 91.26%
$83.97 - $92.85 $177K - $196K
4.42K $390M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.69K
+ 6.9%
$32.66 - $40.75 $55.1K - $68.7K
26.1K $1.06B
DDOG
Datadog, Inc.

Technology
643
+ 28.73%
$87.0 - $134.33 $55.9K - $86.4K
2.88K $387M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.42K
+ 70.05%
$48.13 - $49.85 $165K - $171K
8.31K $407M
IDXX
Idexx Laboratories Inc

Healthcare
146
+ 20.19%
$361.04 - $536.34 $52.7K - $78.3K
869 $466M
SPYG
Spdr Portfolio

ETFs
1.05K
+ 25.61%
$71.83 - $95.32 $75.3K - $99.9K
5.14K $490M
J P Morgan Exchange Traded F
2.96K
+ 47.73%
N/A
9.17K $491M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.68K
+ 26.48%
$19.6 - $24.44 $91.7K - $114K
22.3K $546M
LVHD
Franklin U.S. Low Volatility H

ETFs
4.46K
+ 20.35%
$37.37 - $40.85 $167K - $182K
26.4K $1.05B
PM
Philip Morris International Inc.

Consumer Defensive
540
+ 24.6%
$149.23 - $184.95 $80.6K - $99.9K
2.74K $498M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.69K
+ 23.25%
$45.98 - $56.15 $77.8K - $95.1K
8.98K $504M
HD
Home Depot, Inc.

Consumer Cyclical
353
+ 14.66%
$335.24 - $380.78 $118K - $134K
2.76K $1.01B
SO
Southern CO

Utilities
1.42K
+ 16.72%
$84.91 - $92.56 $120K - $131K
9.9K $909M
IWF
Ishares Russell 1000 Gr ETF

ETFs
149
+ 14.3%
$320.42 - $424.58 $47.7K - $63.3K
1.19K $506M
BBUS
J P Morgan Exchg Traded Fd

ETFs
85
+ 0.79%
$89.63 - $111.92 $7.62K - $9.51K
10.9K $1.22B
DFAT
Dimensional ETF Tr U S Target

ETFs
1.99K
+ 24.96%
$44.8 - $53.97 $89K - $107K
9.94K $537M
Northern Lts Fd Tr Iv
4.46K
+ 36.8%
N/A
16.6K $437M
Northern Lts Fd Tr Iv
4.71K
+ 33.29%
N/A
18.9K $477M
IEF
Ishares Barclays

ETFs
1.09K
+ 21.99%
$93.15 - $96.56 $102K - $106K
6.07K $581M
PG
Procter & Gamble CO

Consumer Defensive
1.05K
+ 18.78%
$157.66 - $172.39 $165K - $180K
6.62K $1.06B
OEF
Ishares S&P 100 ETF

ETFs
41
+ 1.53%
N/A
2.72K $827M
MCD
Mcdonalds Corp

Consumer Cyclical
434
+ 26.89%
$285.55 - $321.23 $124K - $139K
2.05K $598M
UBER
Uber Technologies, Inc

Technology
31
+ 0.7%
$64.62 - $93.3 $2K - $2.89K
4.44K $415M
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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