Triad Wealth Partners, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $322 Billion distributed in 212 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $22.4B, Ishares S&P 500 Growth ETF with a value of $17.1B, Vanguard Index Fds S&P 500 ETF with a value of $16.8B, Fidelity Merrimack Str Tr Tota with a value of $16.8B, and Ishares S&P 500 Value ETF with a value of $13.5B.
Examining the 13F form we can see an increase of $44.8B in the current position value, from $277B to 322B.
Triad Wealth Partners, LLC is based out at Lawrence, KS
Below you can find more details about Triad Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$322 Billion
ETFs: $234 Billion
Technology: $22.9 Billion
Consumer Cyclical: $7.67 Billion
Financial Services: $7.59 Billion
Healthcare: $7.13 Billion
Communication Services: $6.47 Billion
Consumer Defensive: $5.32 Billion
Industrials: $4.1 Billion
Other: $5.75 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
