Triad Wealth Partners, LLC Incresed Positions in Q2 2025

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.5K
+ 1.28%
$17.76 - $22.1 $44.3K - $55.2K
198K $4.37B
Ea Series Trust
4.3K
+ 46.26%
N/A
13.6K $1.53B
GOOGL
Alphabet Inc.

Communication Services
1.58K
+ 16.98%
$144.7 - $178.6 $229K - $283K
10.9K $1.92B
Innovator Etfs Trust
13.8K
+ 97.44%
N/A
28.1K $914M
ORCL
Oracle Corp

Technology
1.26K
+ 52.49%
$122.82 - $218.63 $155K - $276K
3.67K $803M
IBM
International Business Machines Corp

Technology
1.31K
+ 147.86%
$221.03 - $294.78 $290K - $386K
2.2K $647M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
14.7K
+ 149.97%
$23.45 - $26.56 $345K - $391K
24.5K $651M
TSLA
Tesla, Inc.

Consumer Cyclical
638
+ 18.51%
$221.86 - $362.89 $142K - $232K
4.08K $1.3B
DUHP
Dimensional ETF Tr Dimensional

ETFs
10.7K
+ 114.16%
$29.36 - $35.56 $314K - $380K
20.1K $713M
JNJ
Johnson & Johnson

Healthcare
2.67K
+ 72.04%
$146.36 - $159.82 $390K - $426K
6.37K $973M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.27K
+ 98.6%
$248.61 - $294.96 $315K - $374K
2.56K $721M
Dimensional ETF Trust
6.12K
+ 81.93%
N/A
13.6K $740M
COST
Costco Wholesale Corp

Consumer Defensive
307
+ 39.26%
$908.13 - $1056.85 $279K - $324K
1.09K $1.08B
IJAN
Innovator Etfs Tr Intl Dev Pwr
8.66K
+ 78.67%
N/A
19.7K $673M
IOCT
Innovator Etfs Tr Intl Dev Pow
9.03K
+ 86.9%
N/A
19.4K $638M
IAPR
Innovator Etfs Tr Internationa

ETFs
10.2K
+ 89.65%
$25.9 - $29.24 $264K - $298K
21.5K $630M
WMT
Walmart Inc.

Consumer Defensive
2.14K
+ 20.66%
$81.79 - $99.98 $175K - $214K
12.5K $1.22B
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.43K
+ 76.32%
$51.14 - $57.0 $278K - $310K
12.5K $713M
MA
Mastercard Inc

Financial Services
492
+ 27.8%
$479.92 - $590.74 $236K - $291K
2.26K $1.27B
GOOG
Alphabet Inc.

Communication Services
936
+ 14.82%
$146.58 - $180.01 $137K - $168K
7.25K $1.29B
NOW
Service Now, Inc.

Technology
170
+ 32.14%
$721.65 - $1040.18 $123K - $177K
699 $719M
QQQ
Invesco Qqq Trust, Series 1

ETFs
260
+ 14.34%
$416.06 - $551.64 $108K - $143K
2.07K $1.14B
LLY
Eli Lilly & CO

Healthcare
419
+ 43.37%
$713.71 - $898.95 $299K - $377K
1.39K $1.08B
IEFA
Ishares Tr

ETFs
3.04K
+ 105.41%
$67.83 - $84.09 $206K - $256K
5.93K $495M
Innovator Etfs Trust
8.93K
+ 49.28%
N/A
27K $762M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
8.48K
+ 94.8%
$23.73 - $27.68 $201K - $235K
17.4K $483M
QCOM
Qualcomm Inc

Technology
1.47K
+ 44.1%
$124.66 - $159.48 $183K - $235K
4.81K $766M
Dimensional ETF Trust
7.98K
+ 118.25%
N/A
14.7K $457M
ETN
Eaton Corp PLC

Industrials
115
+ 4.71%
$246.52 - $356.99 $28.3K - $41.1K
2.56K $913M
Innovator Etfs Trust
7.08K
+ 93.86%
N/A
14.6K $469M
SUB
Ishares Short Term National Mu

ETFs
2.2K
+ 58.49%
$104.77 - $106.34 $230K - $234K
5.96K $633M
INTU
Intuit Inc

Technology
125
+ 16.47%
$544.07 - $787.63 $68K - $98.5K
884 $696M
Blackrock ETF Trust
7.15K
+ 28.85%
N/A
31.9K $871M
IVV
Ishares Core S&P 500 ETF

ETFs
80
+ 2.66%
$498.8 - $620.9 $39.9K - $49.7K
3.09K $1.92B
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
Innovator Etfs Trust
7.52K
+ 49.23%
N/A
22.8K $591M
HYGW
Ishares Tr High Yield Corporat
7.28K
+ 35.65%
N/A
27.7K $847M
LMT
Lockheed Martin Corp

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