Triad Wealth Partners, LLC Incresed Positions in Q1 2025

Triad Wealth Partners, LLC

  • $322 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
22.1K
+ 45.36%
$185.78 - $198.58 $4.11M - $4.39M
70.9K $13.5B
JCPB
J P Morgan Exchange Traded Fd

ETFs
66.5K
+ 16.27%
$45.56 - $47.23 $3.03M - $3.14M
475K $22.4B
QUAL
Ishares Msci Usa Quality Facto

ETFs
20.3K
+ 34.58%
$168.16 - $186.21 $3.41M - $3.77M
78.9K $13.5B
IEMG
Ishares Inc

ETFs
52.8K
+ 157.57%
N/A
86.3K $4.66B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
45.9K
+ 87.84%
$64.88 - $72.1 $2.98M - $3.31M
98.1K $6.45B
IAU
Ishares Gold Trust

ETFs
33K
+ 101.66%
$49.74 - $58.96 $1.64M - $1.95M
65.5K $3.86B
Blackrock ETF Trust Ii
29.1K
+ 29.95%
N/A
126K $6.62B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
37.8K
+ 20.41%
$48.06 - $53.73 $1.82M - $2.03M
223K $10.9B
IVW
Ishares S&P 500 Growth ETF

ETFs
29.2K
+ 18.89%
$92.45 - $106.69 $2.7M - $3.12M
184K $17.1B
VEA
Vanguard Ftse Developed Market

ETFs
24.8K
+ 103.91%
$47.4 - $52.99 $1.17M - $1.31M
48.6K $2.47B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
37.1K
+ 305.57%
$32.42 - $36.13 $1.2M - $1.34M
49.3K $1.63B
EFV
Msci Eafe Value ETF

ETFs
2.96K
+ 2.1%
$51.88 - $60.73 $153K - $180K
144K $8.49B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
17.7K
+ 5.06%
$44.41 - $45.98 $786K - $814K
368K $16.8B
BAC
Bank Of America Corp

Financial Services
20.7K
+ 195.35%
$39.61 - $47.74 $821K - $990K
31.3K $1.31B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
26.6K
+ 15.81%
$18.36 - $20.51 $489K - $546K
195K $3.86B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
11.1K
+ 130.76%
$61.9 - $66.89 $685K - $740K
19.5K $1.24B
JPIE
J P Morgan Exchange Traded Fd
13.8K
+ 52.76%
$45.46 - $46.18 $626K - $636K
39.9K $1.84B
POCT
Innovator U.S. Equity Power Bu

ETFs
16.4K
+ 126.36%
$38.53 - $40.49 $632K - $664K
29.4K $1.14B
EMB
Ishares Tr

ETFs
6.09K
+ 29.08%
$88.64 - $92.03 $540K - $560K
27K $2.45B
PJAN
Innovator U.S. Equity Power Bu

ETFs
13.9K
+ 102.0%
$41.09 - $43.24 $573K - $603K
27.6K $1.14B
ABT
Abbott Laboratories

Healthcare
4.01K
+ 226.34%
$111.1 - $140.22 $446K - $563K
5.79K $768M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.6K
+ 20.57%
$95.85 - $99.25 $441K - $457K
27K $2.67B
PJUL
Innovator U.S. Equity Power Bu

ETFs
11.5K
+ 67.23%
$39.81 - $42.17 $456K - $483K
28.5K $1.14B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.49K
+ 16.77%
$91.76 - $103.26 $504K - $567K
38.2K $3.54B
J P Morgan Exchange Traded F
7.39K
+ 55.8%
N/A
20.6K $1.22B
PAPR
Innovator U.S. Equity Power Bu

ETFs
12.1K
+ 77.73%
$35.21 - $37.69 $426K - $456K
27.7K $987M
Ea Series Trust
3.24K
+ 53.61%
N/A
9.3K $1.04B
Blackrock ETF Trust
13.2K
+ 114.4%
N/A
24.8K $641M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
6.72K
+ 13.92%
N/A
55K $2.54B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
14.6K
+ 18.84%
$22.25 - $23.0 $325K - $336K
92.1K $2.12B
DFIC
Dimensional ETF Tr Dimensional

ETFs
11.2K
+ 110.08%
$25.54 - $28.79 $286K - $322K
21.4K $593M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
466
+ 48.54%
$442.66 - $534.52 $206K - $249K
1.43K $759M
XOM
Exxon Mobil Corp

Energy
1.87K
+ 23.6%
$105.44 - $118.93 $197K - $223K
9.81K $1.17B
META
Meta Platforms, Inc.

Communication Services
581
+ 16.87%
$576.36 - $736.67 $335K - $428K
4.02K $2.32B
LVHD
Franklin U.S. Low Volatility H

ETFs
6.42K
+ 41.38%
$37.44 - $41.02 $240K - $263K
21.9K $898M
ABBV
Abb Vie Inc.

Healthcare
719
+ 15.94%
$169.2 - $216.66 $122K - $156K
5.23K $1.1B
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.75K
+ 26.12%
$83.18 - $89.27 $312K - $335K
18.1K $1.51B
BALT
Innovator Etfs Tr
9.39K
+ 93.58%
$31.31 - $31.89 $294K - $299K
19.4K $609M
PG
Procter & Gamble CO

Consumer Defensive
1.64K
+ 41.59%
$158.56 - $176.26 $260K - $289K
5.58K $950M
MO
Altria Group, Inc.

Consumer Defensive
3.78K
+ 65.78%
$50.81 - $60.02 $192K - $227K
9.52K $571M
HYDB
Ishares Tr Edge High Yield Def

ETFs
5.65K
+ 9.05%
$46.82 - $47.8 $264K - $270K
68.1K $3.21B
HYGW
Ishares Tr High Yield Corporat
8.17K
+ 66.84%
N/A
20.4K $642M
MCD
Mcdonalds Corp

Consumer Cyclical
645
+ 66.56%
$279.74 - $321.29 $180K - $207K
1.61K $504M
IYW
Ishares Dj Us Tech ETF

ETFs
5.21K
+ 19.41%
$140.44 - $166.79 $731K - $868K
32K $4.5B
IEF
Ishares Barclays

ETFs
2.05K
+ 69.99%
$91.17 - $95.39 $187K - $195K
4.97K $474M
Blackrock ETF Trust
7.42K
+ 77.79%
N/A
17K $488M
JNJ
Johnson & Johnson

Healthcare
624
+ 20.27%
$142.06 - $167.7 $88.6K - $105K
3.7K $614M
CVX
Chevron Corp

Energy
376
+ 9.64%
$146.71 - $167.97 $55.2K - $63.2K
4.28K $716M
LHX
L3 Harris Technologies, Inc.

Industrials
711
+ 35.16%
$194.65 - $222.86 $138K - $158K
2.73K $572M
Activity Summary
Buys All Purchases 160 New Holdings 53 Increased Positions 107 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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