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
CSCO
Cisco Systems, Inc.

Technology
518
+ 7.07%
$53.19 - $69.38 $27.6K - $35.9K
7.85K $545M
Northern Lts Fd Tr Iv
1.63K
+ 23.58%
N/A
8.56K $311M
A
Agilent Technologies, Inc.

Healthcare
698
+ 32.42%
$99.29 - $120.52 $69.3K - $84.1K
2.85K $336M
LOW
Lowes Companies Inc

Consumer Cyclical
459
+ 28.13%
$210.83 - $235.28 $96.8K - $108K
2.09K $464M
ABC
Amerisourcebergen Corp

Healthcare
107
+ 5.15%
N/A
2.19K $655M
PSTG
Pure Storage, Inc.

Technology
29
+ 0.51%
$37.18 - $57.58 $1.08K - $1.67K
5.68K $327M
R
Ryder System Inc

Industrials
2
+ 0.05%
$130.14 - $160.88 $260 - $322
4.11K $653M
KO
Coca Cola CO

Consumer Defensive
934
+ 10.55%
$68.37 - $73.9 $63.9K - $69K
9.79K $692M
HON
Honeywell International Inc

Industrials
24
+ 0.96%
$182.86 - $232.88 $4.39K - $5.59K
2.52K $587M
Northern Lts Fd Tr Iv
1.7K
+ 23.45%
N/A
8.93K $284M
BX
Blackstone Inc.

Financial Services
197
+ 7.33%
$120.07 - $151.11 $23.7K - $29.8K
2.88K $431M
UNP
Union Pacific Corp

Industrials
244
+ 16.22%
$208.27 - $238.46 $50.8K - $58.2K
1.75K $402M
TRU
Trans Union

Industrials
329
+ 9.53%
$69.26 - $91.89 $22.8K - $30.2K
3.78K $333M
Linde PLC
86
+ 13.74%
N/A
712 $334M
Northern Lts Fd Tr Iv
1.66K
+ 24.39%
N/A
8.49K $262M
T
At&T Inc.

Communication Services
985
+ 4.86%
$26.33 - $28.94 $25.9K - $28.5K
21.3K $615M
VZ
Verizon Communications Inc

Communication Services
1.55K
+ 12.8%
$41.67 - $45.62 $64.4K - $70.5K
13.6K $589M
D
Dominion Energy, Inc

Utilities
656
+ 13.04%
$49.66 - $58.0 $32.6K - $38K
5.69K $321M
CMCSA
Comcast Corp

Communication Services
1.27K
+ 16.16%
$32.84 - $36.72 $41.8K - $46.8K
9.16K $327M
AZN
Astrazeneca PLC

Healthcare
651
+ 23.53%
$64.87 - $75.0 $42.2K - $48.8K
3.42K $239M
SPG
Simon Property Group Inc

Real Estate
219
+ 16.6%
$140.37 - $171.44 $30.7K - $37.5K
1.54K $247M
NEE
Nextera Energy Inc

Utilities
394
+ 11.43%
$64.11 - $75.0 $25.3K - $29.6K
3.84K $267M
CME
Cme Group Inc.

Financial Services
5
+ 0.39%
$252.37 - $290.71 $1.26K - $1.45K
1.29K $356M
ACN
Accenture PLC

Technology
71
+ 10.29%
$279.23 - $323.21 $19.8K - $22.9K
761 $227M
EVRG
Evergy, Inc.

Utilities
159
+ 3.76%
$64.06 - $69.64 $10.2K - $11.1K
4.39K $303M
ADBE
Adobe Inc.

Technology
14
+ 2.15%
$340.0 - $420.68 $4.76K - $5.89K
665 $257M
CVX
Chevron Corp

Energy
770
+ 18.0%
$133.73 - $168.51 $103K - $130K
5.05K $723M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.73K
+ 1510.22%
$87.84 - $1441.89 $415K - $6.82M
5.04K $454M
MO
Altria Group, Inc.

Consumer Defensive
307
+ 3.22%
$55.56 - $60.91 $17.1K - $18.7K
9.83K $576M
SAIC
Science Applications International Corp

Technology
9
+ 0.48%
$100.22 - $123.41 $902 - $1.11K
1.88K $211M
STLA
Stellantis N.V.

Consumer Cyclical
9
+ 0.09%
$8.53 - $11.27 $76.8 - $101
10.1K $102M
ED
Consolidated Edison Inc

Utilities
58
+ 2.68%
$98.05 - $113.3 $5.69K - $6.57K
2.22K $223M
PEP
Pepsico Inc

Consumer Defensive
242
+ 7.17%
$128.02 - $151.37 $31K - $36.6K
3.62K $478M
UNH
Unitedhealth Group Inc

Healthcare
257
+ 11.01%
$274.35 - $599.47 $70.5K - $154K
2.59K $808M
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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