Triad Wealth Partners, LLC New Holdings in Q1 2025

Triad Wealth Partners, LLC

  • $322 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
60.6K
New
$97.25 - $104.79 $5.9M - $6.35M
60.6K $6.29B
MGC
Vanguard Mega Cap ETF

ETFs
15.8K
New
$199.2 - $222.69 $3.14M - $3.51M
15.8K $3.17B
BBUS
J P Morgan Exchg Traded Fd

ETFs
10.8K
New
$99.5 - $110.97 $1.07M - $1.2M
10.8K $1.09B
OEF
Ishares S&P 100 ETF

ETFs
2.68K
New
N/A
2.68K $725M
JMBS
Janus Detroit Str Tr Henderson

ETFs
15K
New
$43.53 - $45.42 $652K - $680K
15K $677M
DFSV
Dimensional ETF Tr Dimensional

ETFs
20.1K
New
$27.56 - $32.1 $553K - $644K
20.1K $564M
Innovator Etfs Trust
18.1K
New
N/A
18.1K $492M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.76K
New
$169.43 - $182.84 $468K - $505K
2.76K $479M
Innovator Etfs Trust
14.2K
New
N/A
14.2K $437M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
7.29K
New
$59.78 - $60.03 $436K - $438K
7.29K $436M
SUB
Ishares Short Term National Mu

ETFs
3.76K
New
$105.3 - $106.24 $396K - $399K
3.76K $397M
Innovator Etfs Trust
15.3K
New
N/A
15.3K $383M
LOW
Lowes Companies Inc

Consumer Cyclical
1.63K
New
$222.66 - $268.42 $363K - $438K
1.63K $381M
Northern Lts Fd Tr Iv
14.1K
New
N/A
14.1K $358M
PM
Philip Morris International Inc.

Consumer Defensive
2.2K
New
$117.15 - $158.79 $257K - $349K
2.2K $348M
DVY
Ishares Tr

ETFs
2.55K
New
$128.58 - $138.1 $327K - $351K
2.55K $342M
FNDF
Schwab Fundamental Intl Large

ETFs
9.38K
New
$32.9 - $37.45 $309K - $351K
9.38K $339M
SPYG
Spdr Portfolio

ETFs
4.09K
New
$80.05 - $92.39 $328K - $378K
4.09K $329M
IOCT
Innovator Etfs Tr Intl Dev Pow
10.4K
New
N/A
10.4K $318M
Northern Lts Fd Tr Iv
12.1K
New
N/A
12.1K $317M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
10.6K
New
$29.34 - $31.31 $312K - $333K
10.6K $316M
IAPR
Innovator Etfs Tr Internationa

ETFs
11.4K
New
$26.66 - $28.64 $303K - $325K
11.4K $313M
DUHP
Dimensional ETF Tr Dimensional

ETFs
9.36K
New
$32.57 - $35.82 $305K - $335K
9.36K $310M
IDXX
Idexx Laboratories Inc

Healthcare
723
New
$406.29 - $469.04 $294K - $339K
723 $304M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
14.1K
New
$20.7 - $21.15 $292K - $299K
14.1K $292M
D
Dominion Energy, Inc

Utilities
5.03K
New
$52.85 - $57.43 $266K - $289K
5.03K $282M
SPY
Spdr S&P 500 ETF Trust

ETFs
484
New
$551.42 - $612.93 $267K - $297K
484 $270M
PSTG
Pure Storage, Inc.

Technology
5.65K
New
$44.27 - $72.37 $250K - $409K
5.65K $250M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.26K
New
$37.07 - $40.63 $232K - $254K
6.26K $247M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.97K
New
$81.83 - $82.73 $243K - $246K
2.97K $246M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
9.81K
New
$24.66 - $26.1 $242K - $256K
9.81K $245M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.88K
New
$49.25 - $50.66 $241K - $247K
4.88K $242M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.73K
New
$49.78 - $53.19 $236K - $252K
4.73K $242M
ED
Consolidated Edison Inc

Utilities
2.16K
New
$88.0 - $110.59 $190K - $239K
2.16K $239M
CAH
Cardinal Health Inc

Healthcare
1.67K
New
$118.02 - $137.77 $197K - $230K
1.67K $230M
Innovator Etfs Trust
7.54K
New
N/A
7.54K $228M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
8.95K
New
$24.29 - $25.89 $217K - $232K
8.95K $226M
Northern Lts Fd Tr Iv
7.23K
New
N/A
7.23K $226M
DDOG
Datadog, Inc.

Technology
2.24K
New
$98.68 - $151.89 $221K - $340K
2.24K $222M
Northern Lts Fd Tr Iv
6.93K
New
N/A
6.93K $221M
IBM
International Business Machines Corp

Technology
886
New
$217.4 - $264.74 $193K - $235K
886 $220M
Northern Lts Fd Tr Iv
6.82K
New
N/A
6.82K $220M
IEFA
Ishares Tr

ETFs
2.89K
New
$69.57 - $78.65 $201K - $227K
2.89K $218M
BMY
Bristol Myers Squibb CO

Healthcare
3.55K
New
$53.9 - $63.11 $191K - $224K
3.55K $216M
SCCO
Southern Copper Corp

Basic Materials
2.31K
New
$85.92 - $101.48 $198K - $234K
2.31K $215M
Series Portfolios Tr
8.06K
New
N/A
8.06K $214M
Innovator Etfs Trust
8.35K
New
N/A
8.35K $207M
Dimensional ETF Trust
6.75K
New
N/A
6.75K $206M
AVDE
American Centy ETF Tr Avantis

ETFs
3.09K
New
$60.63 - $68.55 $188K - $212K
3.09K $205M
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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