Triad Financial Advisors, Inc. Purchases in Q3 2023

Triad Financial Advisors, Inc.

Stock	Shares change	Price Range	Shares Held
IWR Ishares Russell Mid Cap ETF ETFs	68 + 1.36%	$68.54 - $75.91 $4.66K - $5.16K	5.07K $351K
QCOM Qualcomm Inc Technology	150 + 3.85%	$106.14 - $132.17 $15.9K - $19.8K	4.04K $449K
VEU Vanguard Ftse All World Ex Us ETFs	180 + 1.66%	$51.66 - $56.47 $9.3K - $10.2K	11K $570K
PLD Prologis, Inc. Real Estate	4 + 0.19%	$111.25 - $129.28 $445 - $517	2.08K $233K
KMB Kimberly Clark Corp Consumer Defensive	55 + 3.31%	$120.85 - $137.87 $6.65K - $7.58K	1.72K $207K
LOW Lowes Companies Inc Consumer Cyclical	16 + 1.05%	$206.96 - $235.09 $3.31K - $3.76K	1.54K $320K
SO Southern CO Utilities	28 + 0.62%	$64.72 - $73.09 $1.81K - $2.05K	4.56K $294K
BMY Bristol Myers Squibb CO Healthcare	115 + 2.01%	$57.89 - $64.73 $6.66K - $7.44K	5.83K $338K
NEE Nextera Energy Inc Utilities	480 + 14.38%	$57.08 - $75.9 $27.4K - $36.4K	3.82K $218K
VZ Verizon Communications Inc Communication Services	311 + 3.59%	$31.46 - $37.48 $9.78K - $11.7K	8.96K $290K
JNJ Johnson & Johnson Healthcare	86 + 1.82%	$155.75 - $174.48 $13.4K - $15K	4.81K $749K
CSX Csx Corp Industrials	310 + 2.24%	$29.49 - $34.34 $9.14K - $10.6K	14.2K $435K
SBUX Starbucks Corp Consumer Cyclical	27 + 0.43%	$91.08 - $102.92 $2.46K - $2.78K	6.24K $569K
PEP Pepsico Inc Consumer Defensive	178 + 3.1%	$169.44 - $191.6 $30.2K - $34.1K	5.92K $1M
MKC Mccormick & CO Inc Consumer Defensive	35 + 0.54%	$74.09 - $89.93 $2.59K - $3.15K	6.52K $493K
AAPL Apple Inc. Technology	1.29K + 2.54%	$170.43 - $196.45 $220K - $254K	52.1K $8.92M

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