Triad Wealth Partners, LLC Incresed Positions in Q3 2025

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
925K
+ 1691.44%
$31.79 - $33.42 $29.4M - $30.9M
979K $32.7B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
378K
+ 92.8%
$45.26 - $46.63 $17.1M - $17.6M
786K $36.3B
MGC
Vanguard Mega Cap ETF

ETFs
43.2K
+ 137.75%
$224.2 - $245.55 $9.69M - $10.6M
74.6K $18.2B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
161K
+ 56.93%
$54.35 - $59.32 $8.77M - $9.58M
445K $26.3B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
388K
+ 333.45%
$22.64 - $23.22 $8.78M - $9.01M
504K $11.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12K
+ 47.88%
$567.77 - $614.76 $6.8M - $7.36M
37K $22.7B
AAPL
Apple Inc.

Technology
25K
+ 82.64%
$202.38 - $256.87 $5.07M - $6.43M
55.3K $14.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
11.2K
+ 1412.56%
$617.65 - $666.84 $6.94M - $7.5M
12K $8.02B
VUG
Vanguard Growth ETF

ETFs
14K
+ 634.6%
$433.97 - $484.08 $6.09M - $6.79M
16.2K $7.79B
IEMG
Ishares Inc

ETFs
81.8K
+ 45.13%
N/A
263K $17.3B
IVE
Ishares S&P 500 Value ETF

ETFs
25.8K
+ 29.0%
$194.44 - $206.51 $5.01M - $5.32M
115K $23.7B
IVW
Ishares S&P 500 Growth ETF

ETFs
36.5K
+ 20.93%
$108.97 - $121.65 $3.98M - $4.44M
211K $25.5B
Blackrock ETF Trust
161K
+ 120.7%
N/A
294K $10B
IAU
Ishares Gold Trust

ETFs
51.5K
+ 64.88%
$61.62 - $72.77 $3.17M - $3.75M
131K $9.52B
AVGO
Broadcom Inc.

Technology
11.1K
+ 67.79%
$264.74 - $369.57 $2.93M - $4.09M
27.4K $9.04B
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.9K
+ 14.55%
$182.33 - $194.5 $2.71M - $2.89M
117K $22.8B
NEE
Nextera Energy Inc

Utilities
50.1K
+ 1305.08%
$69.77 - $77.54 $3.5M - $3.89M
54K $4.07B
TSLA
Tesla, Inc.

Consumer Cyclical
10.2K
+ 250.95%
$293.94 - $444.72 $3.01M - $4.56M
14.3K $5.01B
AMZN
Amazon Com Inc

Consumer Cyclical
14.1K
+ 50.31%
$211.65 - $238.24 $2.98M - $3.36M
42.1K $9.25B
CVX
Chevron Corp

Energy
19.3K
+ 382.86%
$145.57 - $161.83 $2.81M - $3.13M
24.4K $3.79B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.51K
+ 217.61%
$546.99 - $602.2 $2.47M - $2.72M
6.58K $3.95B
Blackrock ETF Trust
59.8K
+ 30.31%
N/A
257K $9.73B
MSFT
Microsoft Corp

Technology
4.04K
+ 17.65%
$491.09 - $535.64 $1.99M - $2.17M
27K $14B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
21.3K
+ 20.49%
$98.52 - $103.93 $2.09M - $2.21M
125K $12.9B
XOM
Exxon Mobil Corp

Energy
19.6K
+ 119.08%
$105.83 - $117.22 $2.08M - $2.3M
36.1K $4.07B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
46.6K
+ 27.63%
$36.04 - $38.78 $1.68M - $1.81M
215K $8.31B
Innovator Etfs Trust
78.7K
+ 293.71%
N/A
105K $2.8B
PJUL
Innovator U.S. Equity Power Bu

ETFs
41.5K
+ 76.94%
$43.83 - $45.64 $1.82M - $1.9M
95.5K $4.36B
GOOGL
Alphabet Inc.

Communication Services
5.06K
+ 46.39%
$174.36 - $254.72 $883K - $1.29M
16K $3.88B
MUB
Ishares National Muni Bond ETF

ETFs
18.1K
+ 122.05%
$103.24 - $106.68 $1.87M - $1.93M
33K $3.51B
PAPR
Innovator U.S. Equity Power Bu

ETFs
46.8K
+ 71.13%
$37.32 - $38.38 $1.74M - $1.79M
112K $4.31B
POCT
Innovator U.S. Equity Power Bu

ETFs
39.5K
+ 70.51%
$41.27 - $43.1 $1.63M - $1.7M
95.4K $4.11B
PJAN
Innovator U.S. Equity Power Bu

ETFs
36.9K
+ 69.87%
$43.95 - $45.8 $1.62M - $1.69M
89.7K $4.11B
MBB
Ishares Tr

ETFs
17.3K
+ 16.12%
$92.46 - $95.73 $1.6M - $1.65M
125K $11.8B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
64.4K
+ 32.59%
$21.69 - $23.34 $1.4M - $1.5M
262K $6.1B
COST
Costco Wholesale Corp

Consumer Defensive
1.9K
+ 174.38%
$915.95 - $994.57 $1.74M - $1.89M
2.99K $2.77B
GOOG
Alphabet Inc.

Communication Services
4.95K
+ 68.22%
$175.16 - $255.24 $867K - $1.26M
12.2K $2.97B
BNDX
Vanguard Total International B

ETFs
32.9K
+ 22.88%
$49.0 - $49.51 $1.61M - $1.63M
177K $8.73B
BALT
Innovator Etfs Tr
47K
+ 134.11%
$32.11 - $32.82 $1.51M - $1.54M
82K $2.69B
IVV
Ishares Core S&P 500 ETF

ETFs
1.95K
+ 63.12%
$620.67 - $670.08 $1.21M - $1.31M
5.04K $3.37B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
8.39K
+ 17.96%
$110.74 - $122.12 $929K - $1.02M
55.1K $6.67B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.64K
+ 65.99%
$459.11 - $506.91 $1.21M - $1.34M
6.63K $3.33B
VEA
Vanguard Ftse Developed Market

ETFs
18.1K
+ 19.49%
$56.02 - $60.3 $1.01M - $1.09M
111K $6.64B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
24.6K
+ 44.56%
$47.11 - $48.77 $1.16M - $1.2M
79.8K $3.87B
ALCC
Alt C Acquisition Corp.

Financial Services
361
+ 1.81%
N/A
20.3K $2.27B
JEPI
J P Morgan Exchange Traded Fd

ETFs
19.3K
+ 154.0%
$55.61 - $57.37 $1.07M - $1.11M
31.9K $1.82B
GLD
Spdr Gold Trust

ETFs
2.84K
+ 165.33%
$300.96 - $355.47 $855K - $1.01M
4.56K $1.62B
Dimensional ETF Trust
14.5K
+ 162.33%
N/A
23.4K $1.68B
META
Meta Platforms, Inc.

Communication Services
1.5K
+ 32.97%
$695.21 - $791.73 $1.04M - $1.19M
6.06K $4.45B
Activity Summary
Buys All Purchases 312 New Holdings 96 Increased Positions 216 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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