Triad Wealth Partners, LLC New Holdings in Q2 2025

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Listed Fds Tr
423K
New
N/A
423K $10.5B
BNDX
Vanguard Total International B

ETFs
144K
New
$48.77 - $49.55 $7.01M - $7.12M
144K $7.11B
Blackrock ETF Trust
197K
New
N/A
197K $7.01B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
90.4K
New
$45.3 - $50.64 $4.09M - $4.58M
90.4K $4.44B
Blackrock ETF Trust
133K
New
N/A
133K $3.84B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
52K
New
$49.57 - $50.27 $2.58M - $2.61M
52K $2.61B
First Tr Exchng Traded Fd Vi
58.9K
New
N/A
58.9K $1.89B
SECT
Sector 10, Inc.

ETFs
26.5K
New
$45.25 - $58.07 $1.2M - $1.54M
26.5K $1.54B
DFAX
Dimensional ETF Tr
46.9K
New
$23.37 - $29.39 $1.1M - $1.38M
46.9K $1.38B
DFUS
Dimensional ETF Tr U S Equity

ETFs
17.6K
New
$53.65 - $67.02 $946K - $1.18M
17.6K $1.18B
ILCG
Ishares Morningstar Growth ETF
10.8K
New
N/A
10.8K $1.05B
First Tr Exchng Traded Fd Vi
25.9K
New
N/A
25.9K $973M
Innovator Etfs Trust
26.8K
New
N/A
26.8K $680M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13.6K
New
$45.12 - $46.23 $613K - $628K
13.6K $628M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.7K
New
$74.88 - $91.97 $502K - $616K
6.7K $616M
CB
Chubb LTD

Financial Services
2.13K
New
$274.32 - $302.46 $583K - $643K
2.13K $616M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
7.63K
New
$65.41 - $79.66 $499K - $608K
7.63K $608M
Dimensional ETF Trust
8.92K
New
N/A
8.92K $597M
GLD
Spdr Gold Trust

ETFs
1.72K
New
$273.71 - $316.29 $471K - $544K
1.72K $524M
DFAU
Dimensional ETF Tr

ETFs
11.3K
New
$34.04 - $42.36 $383K - $477K
11.3K $477M
ADSK
Autodesk, Inc.

Technology
1.39K
New
N/A
1.39K $430M
VTV
Vanguard Value ETF

ETFs
2.3K
New
$153.67 - $176.74 $354K - $407K
2.3K $407M
XDSQ
Innovator Etfs Tr Us Equity Ac
10.5K
New
$30.8 - $37.38 $324K - $393K
10.5K $393M
SPYI
Shp ETF Tr Neos S&P 500 High I
7.79K
New
N/A
7.79K $392M
DFAI
Dimensional ETF Tr

ETFs
11.3K
New
$28.02 - $34.71 $317K - $393K
11.3K $391M
Blackrock ETF Trust Ii
8K
New
N/A
8K $389M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.8K
New
$23.4 - $29.68 $300K - $381K
12.8K $381M
PLTR
Palantir Technologies Inc.

Technology
2.79K
New
$74.01 - $144.25 $207K - $403K
2.79K $381M
NFLX
Netflix Inc

Communication Services
278
New
$855.86 - $1339.13 $238K - $372K
278 $372M
Innovator Etfs Trust
13.3K
New
N/A
13.3K $350M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
6.8K
New
$50.34 - $51.86 $342K - $353K
6.8K $349M
Innovator Etfs Trust
13.7K
New
N/A
13.7K $342M
IWM
Ishares Russell 2000 ETF

ETFs
1.51K
New
$174.82 - $215.79 $263K - $325K
1.51K $325M
GLDM
World Gold Trust

ETFs
4.86K
New
$58.96 - $67.97 $287K - $331K
4.86K $319M
XDQQ
Innovator Etfs Tr Growth Accel
8.83K
New
$28.17 - $34.91 $249K - $308K
8.83K $308M
CRWD
Crowd Strike Holdings, Inc.

Technology
577
New
$321.63 - $509.31 $186K - $294K
577 $294M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
9.79K
New
$23.66 - $29.99 $232K - $294K
9.79K $294M
VT
Vanguard Total World Stk Index

ETFs
2.28K
New
$103.16 - $128.52 $235K - $293K
2.28K $293M
VTI
Vanguard Total Stock Market Et

ETFs
943
New
$243.75 - $303.93 $230K - $287K
943 $287M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
6.45K
New
$36.14 - $44.23 $233K - $285K
6.45K $285M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.02K
New
N/A
3.02K $283M
CGGR
Capital Group Growth ETF Shs C

ETFs
6.83K
New
$30.53 - $40.65 $209K - $278K
6.83K $278M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
8.84K
New
$28.35 - $31.3 $251K - $277K
8.84K $277M
BA
Boeing CO

Industrials
1.31K
New
$136.59 - $217.51 $179K - $285K
1.31K $275M
DELL
Dell Technologies Inc.

Technology
2.23K
New
$71.63 - $125.98 $160K - $281K
2.23K $273M
MNST
Monster Beverage Corp

Consumer Defensive
4.29K
New
$55.01 - $64.24 $236K - $276K
4.29K $269M
DFIV
Dimensional ETF Tr

ETFs
6.24K
New
$34.67 - $43.21 $216K - $270K
6.24K $267M
XLK
Technology Sector Spdr

ETFs
1.04K
New
$179.73 - $253.23 $186K - $263K
1.04K $263M
TYL
Tyler Technologies Inc

Technology
440
New
$521.68 - $592.84 $230K - $261K
440 $261M
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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