Triad Financial Advisors, Inc. Reduced Holdings in Q3 2023

Triad Financial Advisors, Inc.

  • $267 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-6.06K
- 1.08%
$68.05 - $72.66 $412K - $440K
553K $37.8M
PG
Procter & Gamble CO

Consumer Defensive
-5.32K
- 41.61%
$145.86 - $157.09 $777K - $836K
7.47K $1.09M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.23K
- 10.39%
$69.63 - $72.91 $503K - $527K
62.4K $4.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
-403
- 3.5%
$425.88 - $457.79 $172K - $184K
11.1K $4.75M
GVI
Ishares Tr

ETFs
-2.26K
- 18.23%
$101.01 - $103.51 $228K - $234K
10.1K $1.03M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.88K
- 1.38%
$33.83 - $36.19 $97.5K - $104K
206K $7.02M
VEA
Vanguard Ftse Developed Market

ETFs
-2.19K
- 7.33%
$43.5 - $47.63 $95.4K - $104K
27.7K $1.21M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-2.27K
- 8.34%
$46.44 - $47.81 $105K - $108K
24.9K $1.16M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-556
- 1.06%
$46.29 - $49.87 $25.7K - $27.7K
51.7K $2.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-101
- 6.42%
$427.76 - $460.18 $43.2K - $46.5K
1.47K $631K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12
- 0.28%
$246.15 - $272.4 $2.95K - $3.27K
4.3K $1.07M
DUK
Duke Energy Corp

Utilities
-107
- 0.51%
$86.65 - $95.56 $9.27K - $10.2K
21K $1.85M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-18
- 0.44%
$234.05 - $252.17 $4.21K - $4.54K
4.08K $957K
T
At&T Inc.

Communication Services
-1.52K
- 8.02%
$13.45 - $16.12 $20.5K - $24.5K
17.4K $262K
VIG
Vanguard Dividend Appreciation

ETFs
-13
- 0.25%
$155.38 - $166.95 $2.02K - $2.17K
5.19K $806K
VTV
Vanguard Value ETF

ETFs
-182
- 7.43%
$137.93 - $147.18 $25.1K - $26.8K
2.27K $312K
PFE
Pfizer Inc

Healthcare
-21
- 0.3%
$32.09 - $37.51 $674 - $788
7.09K $235K
AVEM
American Centy ETF Tr Avantis

ETFs
-283
- 3.34%
$52.44 - $57.3 $14.8K - $16.2K
8.2K $432K
VB
Vanguard Small Cap ETF

ETFs
-35
- 2.1%
$186.24 - $208.75 $6.52K - $7.31K
1.64K $309K
TFC
Truist Financial Corp

Financial Services
-110
- 1.07%
$27.97 - $35.59 $3.08K - $3.91K
10.2K $292K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-98
- 5.55%
$115.77 - $136.89 $11.3K - $13.4K
1.67K $204K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8
- 0.42%
$340.9 - $370.48 $2.73K - $2.96K
1.88K $658K
Activity Summary
Buys All Purchases 66 New Holdings 5 Increased Positions 61 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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