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
POCT
Innovator U.S. Equity Power Bu

ETFs
13K
New
$38.63 - $40.03 $501K - $520K
13K $514M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.88K
New
$57.53 - $60.83 $511K - $540K
8.88K $511M
NOW
Service Now, Inc.

Technology
478
New
$867.18 - $1148.42 $415K - $549K
478 $507M
KO
Coca Cola CO

Consumer Defensive
7.99K
New
$61.74 - $71.71 $493K - $573K
7.99K $497M
VZ
Verizon Communications Inc

Communication Services
12.4K
New
$39.6 - $45.21 $492K - $561K
12.4K $497M
Blackrock ETF Trust Ii
9.17K
New
N/A
9.17K $475M
INTU
Intuit Inc

Technology
750
New
$602.01 - $706.25 $452K - $530K
750 $472M
PEP
Pepsico Inc

Consumer Defensive
3.1K
New
$151.29 - $176.1 $469K - $546K
3.1K $471M
BX
Blackstone Inc.

Financial Services
2.72K
New
$148.45 - $199.05 $404K - $541K
2.72K $469M
BAC
Bank Of America Corp

Financial Services
10.6K
New
$39.22 - $47.77 $416K - $507K
10.6K $466M
JNJ
Johnson & Johnson

Healthcare
3.08K
New
$143.34 - $165.86 $441K - $511K
3.08K $445M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
960
New
$442.29 - $483.08 $425K - $464K
960 $435M
VUG
Vanguard Growth ETF

ETFs
1.06K
New
$378.79 - $428.11 $400K - $453K
1.06K $434M
LHX
L3 Harris Technologies, Inc.

Industrials
2.02K
New
$208.94 - $264.22 $422K - $534K
2.02K $425M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.05K
New
$370.24 - $418.94 $389K - $441K
1.05K $423M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
12.1K
New
$33.92 - $36.6 $412K - $445K
12.1K $420M
CG
Carlyle Group Inc.

Financial Services
8.27K
New
$43.2 - $54.81 $357K - $453K
8.27K $417M
IWN
Ishares Russell2000 Val ETF

ETFs
2.52K
New
$162.69 - $181.35 $409K - $456K
2.52K $413M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
3.71K
New
$108.28 - $117.54 $401K - $435K
3.71K $403M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.68K
New
$55.73 - $66.16 $372K - $442K
6.68K $403M
ACN
Accenture PLC

Technology
1.12K
New
$343.9 - $376.86 $387K - $424K
1.12K $395M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.36K
New
$285.5 - $335.62 $389K - $457K
1.36K $395M
HYGW
Ishares Tr High Yield Corporat
12.2K
New
N/A
12.2K $389M
PEG
Public Service Enterprise Group Inc

Utilities
4.58K
New
$81.87 - $94.51 $375K - $433K
4.58K $387M
CPRT
Copart Inc

Consumer Cyclical
6.74K
New
$51.36 - $63.8 $346K - $430K
6.74K $387M
MRK
Merck & Co., Inc.

Healthcare
3.82K
New
$96.31 - $114.76 $368K - $438K
3.82K $380M
CSCO
Cisco Systems, Inc.

Technology
6.39K
New
$52.45 - $60.02 $335K - $384K
6.39K $378M
J P Morgan Exchange Traded F
6.88K
New
N/A
6.88K $359M
TXN
Texas Instruments Inc

Technology
1.91K
New
N/A
1.91K $359M
PSEP
Innovator U.S. Equity Power Bu
9.08K
New
N/A
9.08K $355M
APO
Apollo Global Management, Inc.

Financial Services
2.09K
New
$131.36 - $178.61 $275K - $373K
2.09K $345M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
291
New
$1146.59 - $1270.6 $334K - $370K
291 $345M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.73K
New
$172.07 - $207.36 $298K - $359K
1.73K $342M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.17K
New
$278.19 - $315.36 $327K - $370K
1.17K $338M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.57K
New
$50.62 - $50.97 $333K - $335K
6.57K $333M
AMD
Advanced Micro Devices Inc

Technology
2.7K
New
$118.88 - $172.8 $321K - $466K
2.7K $326M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.33K
New
$44.04 - $49.49 $323K - $363K
7.33K $323M
UBER
Uber Technologies, Inc

Technology
5.3K
New
$59.93 - $86.34 $318K - $458K
5.3K $320M
BALT
Innovator Etfs Tr
10K
New
$30.76 - $31.55 $309K - $316K
10K $315M
UNP
Union Pacific Corp

Industrials
1.38K
New
$223.15 - $249.32 $307K - $343K
1.38K $314M
LYV
Live Nation Entertainment, Inc.

Communication Services
2.41K
New
$109.06 - $140.54 $262K - $338K
2.41K $312M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.68K
New
$183.23 - $199.79 $308K - $336K
1.68K $311M
TRU
Trans Union

Industrials
3.35K
New
$92.71 - $108.67 $311K - $364K
3.35K $311M
LDOS
Leidos Holdings, Inc.

Technology
2.14K
New
$143.17 - $201.39 $306K - $431K
2.14K $308M
ADBE
Adobe Inc.

Technology
690
New
$437.39 - $552.96 $302K - $382K
690 $307M
MO
Altria Group, Inc.

Consumer Defensive
5.74K
New
$49.06 - $57.74 $282K - $332K
5.74K $300M
PANW
Palo Alto Networks Inc

Technology
1.64K
New
$181.96 - $405.9 $298K - $665K
1.64K $298M
CME
Cme Group Inc.

Financial Services
1.25K
New
$221.17 - $246.02 $277K - $308K
1.25K $291M
IJUL
Innovator Etfs Tr

ETFs
10.5K
New
$27.59 - $29.25 $289K - $307K
10.5K $290M
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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