Triad Wealth Partners, LLC Reduced Holdings in Q2 2025

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-61.8K
- 89.72%
$50.08 - $63.14 $3.1M - $3.9M
7.09K $447M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7.72K
- 23.58%
$456.74 - $568.03 $3.53M - $4.38M
25K $14.2B
BAC
Bank Of America Corp

Financial Services
-19.7K
- 62.77%
$34.39 - $47.46 $676K - $934K
11.7K $552M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-13.6K
- 19.96%
$44.64 - $47.48 $606K - $645K
54.5K $2.59B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-7.66K
- 24.95%
$71.28 - $83.74 $546K - $642K
23.1K $1.93B
JMBS
Janus Detroit Str Tr Henderson

ETFs
-8.26K
- 55.15%
$43.89 - $45.45 $362K - $375K
6.72K $303M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-7.12K
- 12.95%
N/A
47.9K $2.21B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.09K
- 29.59%
$51.16 - $62.02 $312K - $378K
14.5K $899M
OMFL
Invesco Exchange Traded Self I

ETFs
-7.71K
- 19.69%
$48.43 - $57.78 $373K - $445K
31.4K $1.82B
ICVT
Ishares Tr Convertible Bond Et

ETFs
-4.05K
- 22.37%
$78.98 - $90.1 $320K - $365K
14.1K $1.27B
JMEE
J P Morgan Exchange Traded Fd

ETFs
-3.46K
- 35.48%
$49.07 - $59.23 $170K - $205K
6.29K $372M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-5.38K
- 30.74%
$35.9 - $43.76 $193K - $236K
12.1K $524M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.36K
- 5.04%
$96.84 - $99.46 $132K - $135K
25.6K $2.54B
ABBV
Abb Vie Inc.

Healthcare
-9
- 0.17%
$170.16 - $206.27 $1.53K - $1.86K
5.22K $969M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.24K
- 17.16%
$24.98 - $25.66 $106K - $109K
20.5K $524M
CPRT
Copart Inc

Consumer Cyclical
-870
- 12.01%
$47.72 - $63.84 $41.5K - $55.5K
6.37K $313M
SKOR
Flexshares Tr Credit Scored Us

ETFs
-1.33K
- 8.73%
$47.3 - $48.78 $62.9K - $64.9K
13.9K $678M
MRK
Merck & Co., Inc.

Healthcare
-161
- 4.09%
$73.47 - $87.12 $11.8K - $14K
3.77K $299M
FDL
First Tr Morningstar Dividend

ETFs
-676
- 4.22%
$38.19 - $43.19 $25.8K - $29.2K
15.3K $642M
IWN
Ishares Russell2000 Val ETF

ETFs
-436
- 16.52%
$131.84 - $157.76 $57.5K - $68.8K
2.2K $348M
MDT
Medtronic PLC

Healthcare
-362
- 11.55%
$80.68 - $88.86 $29.2K - $32.2K
2.77K $242M
DUK
Duke Energy Corp

Utilities
-241
- 9.91%
$112.46 - $124.05 $27.1K - $29.9K
2.19K $258M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-823
- 17.38%
$45.11 - $52.34 $37.1K - $43.1K
3.91K $205M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-447
- 10.15%
$90.56 - $109.49 $40.5K - $48.9K
3.96K $432M
LHX
L3 Harris Technologies, Inc.

Industrials
-554
- 20.27%
$200.21 - $256.99 $111K - $142K
2.18K $547M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-687
- 4.87%
$20.12 - $21.0 $13.8K - $14.4K
13.4K $281M
Series Portfolios Tr
-473
- 5.87%
N/A
7.58K $203M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-200
- 3.15%
$49.79 - $50.75 $9.96K - $10.2K
6.14K $312M
Lam Research Corp
-1.16K
- 27.67%
N/A
3.04K $296M
LANC
Lancaster Colony Corp

Consumer Defensive
-3
- 0.08%
$159.67 - $192.9 $479 - $579
3.78K $652M
CRM
Salesforce, Inc.

Technology
-48
- 2.8%
$236.26 - $291.15 $11.3K - $14K
1.67K $455M
WELL
Welltower Inc.

Real Estate
-33
- 1.55%
$136.49 - $155.22 $4.5K - $5.12K
2.1K $323M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-100
- 3.62%
$152.93 - $181.74 $15.3K - $18.2K
2.66K $484M
SCCO
Southern Copper Corp

Basic Materials
-117
- 5.08%
$75.63 - $104.64 $8.85K - $12.2K
2.19K $221M
LYV
Live Nation Entertainment, Inc.

Communication Services
-281
- 11.94%
$118.81 - $151.28 $33.4K - $42.5K
2.07K $313M
PANW
Palo Alto Networks Inc

Technology
-216
- 13.29%
$152.44 - $204.64 $32.9K - $44.2K
1.41K $288M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-505
- 3.44%
$33.46 - $38.01 $16.9K - $19.2K
14.2K $539M
TDG
Trans Digm Group Inc

Industrials
-3
- 2.05%
$1231.75 - $1520.64 $3.7K - $4.56K
143 $217M
VEEV
Veeva Systems Inc

Healthcare
-122
- 12.99%
$209.39 - $289.94 $25.5K - $35.4K
817 $235M
LDOS
Leidos Holdings, Inc.

Technology
-126
- 5.86%
$132.9 - $160.3 $16.7K - $20.2K
2.03K $319M
CAH
Cardinal Health Inc

Healthcare
-118
- 7.06%
$125.0 - $168.0 $14.8K - $19.8K
1.55K $261M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-44
- 0.72%
$40.94 - $52.1 $1.8K - $2.29K
6.07K $316M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-2
- 0.17%
$224.16 - $285.86 $448 - $572
1.17K $334M
CG
Carlyle Group Inc.

Financial Services
-419
- 5.64%
$34.78 - $51.4 $14.6K - $21.5K
7.01K $360M
Blackrock Inc
-7
- 1.32%
N/A
524 $550M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-126
- 7.34%
$141.37 - $228.57 $17.8K - $28.8K
1.59K $360M
MS
Morgan Stanley

Financial Services
-50
- 0.74%
$99.83 - $140.86 $4.99K - $7.04K
6.68K $941M
KLAC
Kla Corp

Technology
-21
- 1.72%
$576.53 - $902.94 $12.1K - $19K
1.2K $1.07B
IVW
Ishares S&P 500 Growth ETF

ETFs
-9.62K
- 5.23%
$82.96 - $110.1 $798K - $1.06M
174K $19.2B
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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