Triad Wealth Partners, LLC New Holdings in Q4 2024

Triad Wealth Partners, LLC

  • $277 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
32.7K
New
$89.97 - $98.59 $2.94M - $3.23M
32.7K $3.11B
AVGO
Broadcom Inc.

Technology
9.72K
New
$159.67 - $250.0 $1.55M - $2.43M
9.72K $2.25B
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
48.3K
New
N/A
48.3K $2.18B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
22.4K
New
$96.64 - $101.23 $2.16M - $2.26M
22.4K $2.17B
META
Meta Platforms, Inc.

Communication Services
3.44K
New
$554.08 - $632.68 $1.91M - $2.18M
3.44K $2.02B
GOOGL
Alphabet Inc.

Communication Services
9.77K
New
$161.86 - $196.66 $1.58M - $1.92M
9.77K $1.85B
JPM
Jpmorgan Chase & CO

Financial Services
7.46K
New
$205.18 - $250.29 $1.53M - $1.87M
7.46K $1.79B
IVV
Ishares Core S&P 500 ETF

ETFs
2.95K
New
$570.51 - $610.59 $1.69M - $1.8M
2.95K $1.74B
USFR
Wisdomtree Floating Rate Treas

ETFs
34K
New
$50.23 - $50.46 $1.71M - $1.71M
34K $1.71B
IAU
Ishares Gold Trust

ETFs
32.5K
New
$48.37 - $52.65 $1.57M - $1.71M
32.5K $1.61B
GOOG
Alphabet Inc.

Communication Services
6.29K
New
$163.08 - $198.16 $1.03M - $1.25M
6.29K $1.2B
UNH
Unitedhealth Group Inc

Healthcare
2.37K
New
$485.52 - $625.25 $1.15M - $1.48M
2.37K $1.2B
JPIE
J P Morgan Exchange Traded Fd
26.1K
New
$45.59 - $46.25 $1.19M - $1.21M
26.1K $1.19B
VEA
Vanguard Ftse Developed Market

ETFs
23.8K
New
$47.57 - $52.44 $1.13M - $1.25M
23.8K $1.14B
LMT
Lockheed Martin Corp

Industrials
2.29K
New
$479.66 - $614.62 $1.1M - $1.41M
2.29K $1.11B
IFRA
Ishares Tr

ETFs
23.2K
New
$45.94 - $51.71 $1.06M - $1.2M
23.2K $1.07B
MA
Mastercard Inc

Financial Services
1.93K
New
$491.3 - $536.15 $949K - $1.04M
1.93K $1.02B
HD
Home Depot, Inc.

Consumer Cyclical
2.4K
New
$385.02 - $431.37 $925K - $1.04M
2.4K $934M
WMT
Walmart Inc.

Consumer Defensive
9.64K
New
$79.1 - $95.7 $762K - $922K
9.64K $871M
MS
Morgan Stanley

Financial Services
6.82K
New
$104.42 - $134.99 $712K - $921K
6.82K $858M
XOM
Exxon Mobil Corp

Energy
7.94K
New
$105.51 - $125.37 $837K - $995K
7.94K $854M
TSLA
Tesla, Inc.

Consumer Cyclical
2.06K
New
$213.65 - $479.86 $441K - $990K
2.06K $834M
ABBV
Abb Vie Inc.

Healthcare
4.51K
New
$164.99 - $203.87 $744K - $920K
4.51K $802M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.56K
New
$481.22 - $538.17 $749K - $837K
1.56K $796M
J P Morgan Exchange Traded F
13.2K
New
N/A
13.2K $795M
KLAC
Kla Corp

Technology
1.26K
New
$614.46 - $829.55 $774K - $1.04M
1.26K $793M
ETN
Eaton Corp PLC

Industrials
2.33K
New
$326.96 - $377.52 $761K - $878K
2.33K $772M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
15.8K
New
$46.69 - $49.2 $740K - $780K
15.8K $742M
JGRO
J P Morgan Exchange Traded Fd
8.98K
New
N/A
8.98K $728M
PJUL
Innovator U.S. Equity Power Bu

ETFs
17K
New
$40.12 - $41.68 $683K - $710K
17K $701M
SO
Southern CO

Utilities
8.36K
New
$81.5 - $94.15 $681K - $787K
8.36K $688M
V
Visa Inc.

Financial Services
2.12K
New
$273.87 - $320.91 $580K - $680K
2.12K $670M
Ea Series Trust
6.05K
New
N/A
6.05K $667M
PG
Procter & Gamble CO

Consumer Defensive
3.94K
New
$161.05 - $179.7 $634K - $708K
3.94K $660M
COST
Costco Wholesale Corp

Consumer Defensive
719
New
$873.59 - $994.69 $628K - $715K
719 $659M
LLY
Eli Lilly & CO

Healthcare
852
New
$727.2 - $932.06 $620K - $794K
852 $658M
LANC
Lancaster Colony Corp

Consumer Defensive
3.75K
New
$172.18 - $200.28 $646K - $752K
3.75K $650M
R
Ryder System Inc

Industrials
4.1K
New
$138.78 - $170.03 $569K - $697K
4.1K $643M
LVHD
Franklin U.S. Low Volatility H

ETFs
15.5K
New
$38.29 - $41.26 $594K - $640K
15.5K $595M
FDL
First Tr Morningstar Dividend

ETFs
14.5K
New
$39.59 - $43.95 $574K - $637K
14.5K $584M
PJAN
Innovator U.S. Equity Power Bu

ETFs
13.7K
New
$41.16 - $42.25 $563K - $577K
13.7K $577M
PAPR
Innovator U.S. Equity Power Bu

ETFs
15.6K
New
$35.71 - $37.1 $556K - $578K
15.6K $571M
CVX
Chevron Corp

Energy
3.9K
New
$141.15 - $162.53 $551K - $634K
3.9K $565M
CRM
Salesforce, Inc.

Technology
1.69K
New
$270.87 - $367.87 $457K - $621K
1.69K $565M
HON
Honeywell International Inc

Industrials
2.43K
New
$202.84 - $236.0 $493K - $573K
2.43K $549M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
8.47K
New
$63.01 - $68.55 $533K - $580K
8.47K $536M
SCHX
Schwab Strategic Tr Us Large C

ETFs
22.8K
New
$22.4 - $68.28 $510K - $1.56M
22.8K $528M
Blackrock Inc
515
New
N/A
515 $528M
QCOM
Qualcomm Inc

Technology
3.35K
New
$150.4 - $178.04 $504K - $596K
3.35K $515M
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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