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
V
Visa Inc.

Financial Services
194
+ 9.16%
$306.92 - $362.71 $59.5K - $70.4K
2.31K $810M
LLY
Eli Lilly & CO

Healthcare
114
+ 13.38%
$725.72 - $929.72 $82.7K - $106K
966 $798M
KO
Coca Cola CO

Consumer Defensive
864
+ 10.82%
$60.81 - $72.32 $52.5K - $62.5K
8.85K $634M
JPM
Jpmorgan Chase & CO

Financial Services
371
+ 4.97%
$225.19 - $279.95 $83.5K - $104K
7.83K $1.92B
T
At&T Inc.

Communication Services
904
+ 4.67%
$21.56 - $28.28 $19.5K - $25.6K
20.3K $573M
AMZN
Amazon Com Inc

Consumer Cyclical
3.16K
+ 19.59%
$190.26 - $242.06 $602K - $766K
19.3K $3.67B
DFAT
Dimensional ETF Tr U S Target

ETFs
2.8K
+ 54.21%
$50.44 - $58.1 $141K - $163K
7.96K $410M
ABC
Amerisourcebergen Corp

Healthcare
17
+ 0.82%
N/A
2.08K $578M
FDL
First Tr Morningstar Dividend

ETFs
1.51K
+ 10.43%
$39.69 - $43.83 $60K - $66.3K
16K $695M
IJUL
Innovator Etfs Tr

ETFs
3.09K
+ 29.51%
$27.58 - $29.96 $85.3K - $92.7K
13.6K $395M
IJAN
Innovator Etfs Tr Intl Dev Pwr
2.72K
+ 32.78%
N/A
11K $352M
SO
Southern CO

Utilities
127
+ 1.52%
$80.96 - $92.96 $10.3K - $11.8K
8.49K $780M
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.64K
+ 21.92%
$35.54 - $37.44 $93.8K - $98.8K
14.7K $526M
COST
Costco Wholesale Corp

Consumer Defensive
63
+ 8.76%
$890.62 - $1076.86 $56.1K - $67.8K
782 $739M
IXUS
Ishares Tr

ETFs
930
+ 27.61%
$65.06 - $72.31 $60.5K - $67.2K
4.3K $300M
CSCO
Cisco Systems, Inc.

Technology
939
+ 14.69%
$58.74 - $64.87 $55.2K - $60.9K
7.33K $452M
DUK
Duke Energy Corp

Utilities
328
+ 15.6%
$105.87 - $121.97 $34.7K - $40K
2.43K $297M
AVGO
Broadcom Inc.

Technology
4.15K
+ 42.65%
$167.43 - $244.7 $694K - $1.01M
13.9K $2.32B
ORCL
Oracle Corp

Technology
753
+ 45.5%
$139.81 - $186.47 $105K - $140K
2.41K $337M
MDT
Medtronic PLC

Healthcare
362
+ 13.05%
$79.84 - $94.5 $28.9K - $34.2K
3.14K $282M
TSLA
Tesla, Inc.

Consumer Cyclical
1.38K
+ 66.96%
$222.15 - $428.22 $307K - $592K
3.45K $893M
QQQ
Invesco Qqq Trust, Series 1

ETFs
257
+ 16.52%
$468.34 - $539.52 $120K - $139K
1.81K $850M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
995
+ 13.58%
$42.5 - $46.71 $42.3K - $46.5K
8.32K $377M
CME
Cme Group Inc.

Financial Services
32
+ 2.55%
$225.82 - $266.54 $7.23K - $8.53K
1.29K $341M
Lam Research Corp
616
+ 17.19%
N/A
4.2K $305M
UNP
Union Pacific Corp

Industrials
128
+ 9.3%
$225.21 - $254.42 $28.8K - $32.6K
1.5K $355M
JGRO
J P Morgan Exchange Traded Fd
1.44K
+ 16.05%
N/A
10.4K $769M
WMT
Walmart Inc.

Consumer Defensive
717
+ 7.44%
$84.5 - $105.05 $60.6K - $75.3K
10.4K $909M
PEP
Pepsico Inc

Consumer Defensive
275
+ 8.87%
$142.64 - $156.42 $39.2K - $43K
3.38K $506M
Linde PLC
6
+ 0.97%
N/A
626 $291M
CPRT
Copart Inc

Consumer Cyclical
499
+ 7.4%
$52.3 - $59.83 $26.1K - $29.9K
7.24K $410M
TDSC
Exchange Listed Fds Tr Cabana

ETFs
607
+ 7.14%
$24.36 - $25.91 $14.8K - $15.7K
9.11K $226M
XLG
Invesco Exchange Traded Fd Tr

ETFs
739
+ 13.76%
$45.72 - $51.73 $33.8K - $38.2K
6.11K $281M
CMCSA
Comcast Corp

Communication Services
432
+ 5.8%
$33.19 - $38.23 $14.3K - $16.5K
7.89K $291M
LANC
Lancaster Colony Corp

Consumer Defensive
24
+ 0.64%
$166.07 - $196.44 $3.99K - $4.71K
3.78K $661M
SAIC
Science Applications International Corp

Technology
2
+ 0.11%
$95.77 - $119.82 $192 - $240
1.87K $209M
A
Agilent Technologies, Inc.

Healthcare
250
+ 13.14%
$116.69 - $152.6 $29.2K - $38.2K
2.15K $252M
INTU
Intuit Inc

Technology
9
+ 1.2%
$555.63 - $630.23 $5K - $5.67K
759 $466M
PEG
Public Service Enterprise Group Inc

Utilities
50
+ 1.09%
$78.2 - $90.39 $3.91K - $4.52K
4.63K $381M
IWN
Ishares Russell2000 Val ETF

ETFs
125
+ 4.97%
$149.27 - $169.4 $18.7K - $21.2K
2.64K $399M
LDOS
Leidos Holdings, Inc.

Technology
11
+ 0.51%
$126.82 - $161.11 $1.4K - $1.77K
2.15K $290M
HON
Honeywell International Inc

Industrials
65
+ 2.67%
$202.75 - $226.52 $13.2K - $14.7K
2.5K $528M
TRU
Trans Union

Industrials
99
+ 2.95%
$80.45 - $100.25 $7.96K - $9.92K
3.45K $286M
Blackrock Inc
16
+ 3.11%
N/A
531 $503M
MRK
Merck & Co., Inc.

Healthcare
116
+ 3.04%
$83.01 - $101.02 $9.63K - $11.7K
3.93K $353M
NVDA
Nvidia Corp

Technology
5.53K
+ 22.68%
$106.98 - $149.43 $591K - $826K
29.9K $3.24B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
599
+ 8.96%
$47.79 - $59.89 $28.6K - $35.9K
7.28K $366M
IVV
Ishares Core S&P 500 ETF

ETFs
57
+ 1.93%
$554.06 - $615.85 $31.6K - $35.1K
3.01K $1.69B
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.25%
$347.25 - $424.87 $2.08K - $2.55K
2.41K $883M
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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