Triad Wealth Partners, LLC Reduced Holdings in Q3 2025

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
-315K
- 58.69%
$46.37 - $47.77 $14.6M - $15.1M
222K $10.6B
EFG
Msci Eafe Growth ETF

ETFs
-51.8K
- 81.25%
$106.99 - $114.46 $5.55M - $5.93M
12K $1.36B
IYW
Ishares Dj Us Tech ETF

ETFs
-31.9K
- 88.2%
$171.38 - $197.01 $5.46M - $6.28M
4.27K $836M
Listed Fds Tr
-160K
- 37.91%
N/A
262K $6.99B
EMB
Ishares Tr

ETFs
-30.4K
- 90.65%
$91.52 - $95.59 $2.78M - $2.91M
3.14K $299M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-11.8K
- 83.65%
$89.29 - $100.17 $1.05M - $1.18M
2.3K $230M
SECT
Sector 10, Inc.

ETFs
-15.8K
- 59.74%
$57.95 - $63.16 $916K - $998K
10.7K $671M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-13.6K
- 26.56%
$59.81 - $60.11 $815K - $819K
37.7K $2.26B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-9.31K
- 10.3%
$48.72 - $50.73 $454K - $472K
81.1K $4B
EFV
Msci Eafe Value ETF

ETFs
-20.6K
- 8.45%
$62.79 - $68.42 $1.29M - $1.41M
223K $15.1B
LLY
Eli Lilly & CO

Healthcare
-222
- 16.03%
$625.65 - $812.69 $139K - $180K
1.16K $887M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-571
- 6.36%
$38.58 - $58.24 $22K - $33.3K
8.41K $329M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-4.46K
- 31.49%
$37.99 - $39.69 $170K - $177K
9.71K $385M
CRM
Salesforce, Inc.

Technology
-343
- 20.58%
$231.66 - $273.65 $79.5K - $93.9K
1.32K $314M
INTU
Intuit Inc

Technology
-52
- 5.88%
$646.03 - $807.39 $33.6K - $42K
832 $568M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-5.57K
- 22.71%
$26.52 - $27.64 $148K - $154K
19K $524M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-2.62K
- 5.47%
N/A
45.3K $2.11B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.13K
- 15.71%
$45.6 - $46.92 $97.3K - $100K
11.5K $535M
CPRT
Copart Inc

Consumer Cyclical
-1.17K
- 18.43%
$44.6 - $49.97 $52.4K - $58.7K
5.2K $234M
PANW
Palo Alto Networks Inc

Technology
-371
- 26.33%
$167.06 - $208.19 $62K - $77.2K
1.04K $211M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.59K
- 22.43%
$62.54 - $68.42 $99.4K - $109K
5.5K $371M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.99K
- 16.42%
$41.43 - $44.2 $82.5K - $88K
10.1K $448M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-590
- 11.24%
$86.07 - $90.74 $50.8K - $53.5K
4.66K $417M
CMCSA
Comcast Corp

Communication Services
-510
- 5.57%
$31.41 - $36.33 $16K - $18.5K
8.65K $272M
J P Morgan Exchange Traded F
-1.09K
- 11.86%
N/A
8.08K $438M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.15K
- 14.11%
$24.46 - $26.5 $77.1K - $83.6K
19.2K $505M
APD
Air Products & Chemicals, Inc.

Basic Materials
-51
- 2.0%
$265.78 - $299.3 $13.6K - $15.3K
2.51K $683M
ADBE
Adobe Inc.

Technology
-17
- 2.56%
$333.65 - $392.1 $5.67K - $6.67K
648 $229M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.06K
- 17.39%
$51.78 - $57.89 $54.6K - $61.1K
5.01K $288M
IDXX
Idexx Laboratories Inc

Healthcare
-176
- 20.25%
$514.61 - $682.78 $90.6K - $120K
693 $443M
Innovator Etfs Trust
-991
- 7.25%
N/A
12.7K $323M
TRU
Trans Union

Industrials
-33
- 0.87%
$83.78 - $99.22 $2.76K - $3.27K
3.75K $314M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-79
- 2.97%
$181.56 - $190.33 $14.3K - $15K
2.59K $490M
DFIV
Dimensional ETF Tr

ETFs
-285
- 4.57%
$42.66 - $46.53 $12.2K - $13.3K
5.96K $275M
LYV
Live Nation Entertainment, Inc.

Communication Services
-106
- 5.12%
$143.56 - $174.06 $15.2K - $18.5K
1.97K $321M
CGGR
Capital Group Growth ETF Shs C

ETFs
-200
- 2.93%
$40.2 - $44.58 $8.04K - $8.92K
6.63K $291M
DFAT
Dimensional ETF Tr U S Target

ETFs
-440
- 4.43%
$53.36 - $59.69 $23.5K - $26.3K
9.5K $553M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-442
- 3.05%
$62.09 - $66.51 $27.4K - $29.4K
14K $917M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-5
- 0.08%
$44.14 - $47.9 $221 - $240
6.44K $306M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-51
- 4.28%
$420.11 - $472.68 $21.4K - $24.1K
1.14K $534M
GLDM
World Gold Trust

ETFs
-142
- 2.92%
$64.73 - $76.45 $9.19K - $10.9K
4.72K $361M
OMFL
Invesco Exchange Traded Self I

ETFs
-369
- 1.17%
$57.41 - $60.45 $21.2K - $22.3K
31.1K $1.87B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-17
- 0.34%
$89.32 - $107.82 $1.52K - $1.83K
5.02K $542M
JNJ
Johnson & Johnson

Healthcare
-46
- 0.72%
$155.17 - $185.42 $7.14K - $8.53K
6.32K $1.17B
Activity Summary
Buys All Purchases 312 New Holdings 96 Increased Positions 216 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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