Triad Wealth Partners, LLC Incresed Positions in Q4 2024

Triad Wealth Partners, LLC

  • $277 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
92.6K
+ 148.76%
$94.43 - $105.47 $8.74M - $9.76M
155K $15.7B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
169K
+ 1019.12%
$49.03 - $53.35 $8.27M - $9M
185K $9.49B
JCPB
J P Morgan Exchange Traded Fd

ETFs
143K
+ 54.09%
$46.07 - $48.17 $6.61M - $6.91M
409K $18.8B
QUAL
Ishares Msci Usa Quality Facto

ETFs
31.3K
+ 114.68%
$176.42 - $186.91 $5.52M - $5.85M
58.6K $10.4B
IVE
Ishares S&P 500 Value ETF

ETFs
28.3K
+ 138.85%
$189.5 - $206.17 $5.37M - $5.84M
48.8K $9.31B
EFG
Msci Eafe Growth ETF

ETFs
49.5K
+ 163.63%
$96.83 - $106.88 $4.8M - $5.3M
79.8K $7.73B
EFV
Msci Eafe Value ETF

ETFs
84.3K
+ 148.25%
$51.78 - $57.15 $4.36M - $4.82M
141K $7.4B
MBB
Ishares Tr

ETFs
37.1K
+ 74.13%
$91.26 - $95.82 $3.39M - $3.56M
87.2K $7.99B
Blackrock ETF Trust Ii
47.8K
+ 96.59%
N/A
97.2K $5.06B
IYW
Ishares Dj Us Tech ETF

ETFs
14.2K
+ 111.83%
$148.14 - $166.23 $2.1M - $2.35M
26.8K $4.28B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.54K
+ 10.46%
$521.84 - $558.82 $1.85M - $1.98M
37.4K $20.1B
TLT
Ishares Barclays 20+ Year Trea

ETFs
20.7K
+ 168.7%
$87.1 - $98.49 $1.8M - $2.04M
33K $2.88B
AAPL
Apple Inc.

Technology
4.74K
+ 25.22%
$221.69 - $259.02 $1.05M - $1.23M
23.5K $5.89B
AMZN
Amazon Com Inc

Consumer Cyclical
3.12K
+ 23.98%
$180.88 - $232.93 $565K - $727K
16.1K $3.54B
MSFT
Microsoft Corp

Technology
2.81K
+ 24.75%
$406.35 - $454.46 $1.14M - $1.28M
14.2K $5.98B
IEMG
Ishares Inc

ETFs
21.2K
+ 171.61%
N/A
33.5K $1.75B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
45.4K
+ 141.65%
$22.39 - $23.45 $1.02M - $1.07M
77.5K $1.78B
NVDA
Nvidia Corp

Technology
4.34K
+ 21.66%
$117.0 - $148.88 $508K - $646K
24.4K $3.27B
EMB
Ishares Tr

ETFs
8.39K
+ 66.93%
$88.94 - $93.46 $746K - $784K
20.9K $1.86B
T
At&T Inc.

Communication Services
8.89K
+ 84.76%
$21.22 - $23.88 $189K - $212K
19.4K $441M
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.5K
+ 7.76%
$46.68 - $47.95 $210K - $216K
62.4K $2.93B
MUB
Ishares National Muni Bond ETF

ETFs
769
+ 3.92%
$105.78 - $108.7 $81.3K - $83.6K
20.4K $2.17B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
77.2K
+ 84.55%
$18.41 - $40.87 $1.42M - $3.15M
168K $3.12B
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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