Triad Financial Advisors, Inc. Portfolio Holdings

Triad Financial Advisors, Inc.

  • $267 Million
  • Q3 2023

Triad Financial Advisors, Inc. has filed its 13F form on November 02, 2023 for Q3 2023 where it was disclosed a total value porftolio of $267 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $45.5M, Ishares S&P 500 Growth ETF with a value of $37.8M, Dimensional ETF Tr Short Durat with a value of $28.6M, Dimensional ETF Tr Core Fxd In with a value of $21.4M, and Dimensional ETF Tr with a value of $16.6M.

Examining the 13F form we can see an increase of $28.2M in the current position value, from $239M to 267M.

Triad Financial Advisors, Inc. is based out at Greensboro, NC

Below you can find more details about Triad Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $267 Million
ETFs: $228 Million
Technology: $12.9 Million
Consumer Defensive: $4.08 Million
Financial Services: $3.73 Million
Healthcare: $3.53 Million
Industrials: $2.97 Million
Consumer Cyclical: $2.7 Million
Utilities: $2.36 Million
Other: $4.71 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$87.6B
$1.85 Million 0.69% of portfolio
20,983
Q3 2023 Reduced 0.51%
$113B
$569,000 0.21% of portfolio
6,240
Q3 2023 Added 0.43%
$19.3B
$493,000 0.18% of portfolio
6,518
Q3 2023 Added 0.54%
$173B
$449,000 0.17% of portfolio
4,044
Q3 2023 Added 3.85%
$72.7B
$435,000 0.16% of portfolio
14,156
Q3 2023 Added 2.24%
$69.7B
$401,000 0.15% of portfolio
5,232
Q3 2023 Added 0.1%
$123B
$338,000 0.13% of portfolio
5,825
Q3 2023 Added 2.01%
$163B
$320,000 0.12% of portfolio
1,541
Q3 2023 Added 1.05%
$95.8B
$294,000 0.11% of portfolio
4,555
Q3 2023 Added 0.62%
$61.3B
$292,000 0.11% of portfolio
10,207
Q3 2023 Reduced 1.07%
$177B
$290,000 0.11% of portfolio
8,964
Q3 2023 Added 3.59%
$192B
$298,000 0.11% of portfolio
2,129
Q3 2023 Added 9.18%
$163B
$262,000 0.1% of portfolio
17,448
Q3 2023 Reduced 8.02%
$140B
$235,000 0.09% of portfolio
7,087
Q3 2023 Reduced 0.3%
$189B
$239,000 0.09% of portfolio
5,412
Q3 2023 Added 9.16%
$106B
$233,000 0.09% of portfolio
2,083
Q3 2023 Added 0.19%
$151B
$218,000 0.08% of portfolio
3,819
Q3 2023 Added 14.38%
$46B
$207,000 0.08% of portfolio
1,716
Q3 2023 Added 3.31%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $267 Million
  • Prior Value $239 Million
  • Filing
  • Period Q3 2023
  • Filing Date November 02, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 5 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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