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
Blackrock ETF Trust
9.54K
New
N/A
9.54K $288M
DFAT
Dimensional ETF Tr U S Target

ETFs
5.16K
New
$54.54 - $61.04 $281K - $315K
5.16K $287M
Blackrock ETF Trust
11.6K
New
N/A
11.6K $285M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
11.7K
New
N/A
11.7K $284M
MLM
Martin Marietta Materials Inc

Basic Materials
548
New
$516.5 - $619.58 $283K - $340K
548 $283M
MCD
Mcdonalds Corp

Consumer Cyclical
969
New
$288.47 - $316.54 $280K - $307K
969 $281M
CMCSA
Comcast Corp

Communication Services
7.45K
New
$37.39 - $45.14 $279K - $336K
7.45K $280M
ORCL
Oracle Corp

Technology
1.66K
New
$165.41 - $192.43 $274K - $318K
1.66K $276M
WELL
Welltower Inc.

Real Estate
2.18K
New
$123.11 - $139.3 $269K - $304K
2.18K $275M
IEF
Ishares Barclays

ETFs
2.93K
New
$92.08 - $98.18 $269K - $287K
2.93K $271M
EVRG
Evergy, Inc.

Utilities
4.33K
New
$59.06 - $65.0 $256K - $282K
4.33K $267M
NEE
Nextera Energy Inc

Utilities
3.7K
New
$69.77 - $85.43 $258K - $316K
3.7K $265M
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.2K
New
$25.61 - $28.0 $261K - $285K
10.2K $263M
Linde PLC
620
New
N/A
620 $260M
Lam Research Corp
3.58K
New
N/A
3.58K $259M
A
Agilent Technologies, Inc.

Healthcare
1.9K
New
$125.69 - $146.56 $239K - $279K
1.9K $256M
IJAN
Innovator Etfs Tr Intl Dev Pwr
8.29K
New
N/A
8.29K $251M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.93K
New
$126.68 - $134.74 $244K - $260K
1.93K $246M
ISRG
Intuitive Surgical Inc

Healthcare
467
New
$471.27 - $550.62 $220K - $257K
467 $244M
SPG
Simon Property Group Inc

Real Estate
1.4K
New
$167.23 - $183.84 $234K - $257K
1.4K $241M
MNST
Monster Beverage Corp

Consumer Defensive
4.5K
New
$49.24 - $56.38 $222K - $254K
4.5K $237M
OKE
Oneok Inc

Energy
2.34K
New
$92.28 - $117.05 $216K - $274K
2.34K $235M
DUK
Duke Energy Corp

Utilities
2.1K
New
$105.76 - $120.76 $222K - $254K
2.1K $227M
IXUS
Ishares Tr

ETFs
3.37K
New
$65.95 - $72.56 $222K - $244K
3.37K $223M
HYMU
Blackrock ETF Tr Ii High Yield
9.81K
New
$22.59 - $23.2 $222K - $228K
9.81K $222M
MDT
Medtronic PLC

Healthcare
2.77K
New
$79.61 - $92.24 $221K - $256K
2.77K $221M
VEEV
Veeva Systems Inc

Healthcare
1.01K
New
$201.81 - $250.45 $203K - $252K
1.01K $212M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
2.05K
New
$100.38 - $107.86 $206K - $221K
2.05K $211M
BJUL
Innovator U.S. Equity Buffer E

ETFs
4.68K
New
$43.33 - $45.42 $203K - $213K
4.68K $208M
SAIC
Science Applications International Corp

Technology
1.86K
New
$110.11 - $154.1 $205K - $287K
1.86K $208M
SRE
Sempra Energy

Utilities
2.3K
New
$80.81 - $94.77 $185K - $217K
2.3K $201M
ABT
Abbott Laboratories

Healthcare
1.77K
New
$111.93 - $119.39 $198K - $212K
1.77K $201M
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
Track This Portfolio

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email