Triad Wealth Partners, LLC Purchases and Sells in Q1 2025

Triad Wealth Partners, LLC

$322 Billion
Q1 2025

Top Buys

Incresed Positions

107 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVE	22.1K + 45.36%	$185.78 - $198.58 $4.11M - $4.39M	70.9K $13.5B
JCPB	66.5K + 16.27%	$45.56 - $47.23 $3.03M - $3.14M	475K $22.4B
QUAL	20.3K + 34.58%	$168.16 - $186.21 $3.41M - $3.77M	78.9K $13.5B
IEMG	52.8K + 157.57%	N/A	86.3K $4.66B
SPLG	45.9K + 87.84%	$64.88 - $72.1 $2.98M - $3.31M	98.1K $6.45B
IAU	33K + 101.66%	$49.74 - $58.96 $1.64M - $1.95M	65.5K $3.86B

New Holdings

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLH	60.6K New	$97.25 - $104.79 $5.9M - $6.35M	60.6K $6.29B
MGC	15.8K New	$199.2 - $222.69 $3.14M - $3.51M	15.8K $3.17B
BBUS	10.8K New	$99.5 - $110.97 $1.07M - $1.2M	10.8K $1.09B
OEF	2.68K New	N/A	2.68K $725M
JMBS	15K New	$43.53 - $45.42 $652K - $680K	15K $677M
DFSV	20.1K New	$27.56 - $32.1 $553K - $644K	20.1K $564M

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-4.66K - 12.46%	$507.05 - $563.67 $2.36M - $2.63M	32.7K $16.8B
TLT	-30.7K - 92.99%	$85.29 - $92.57 $2.61M - $2.84M	2.31K $210M
EFG	-21.8K - 27.31%	$96.1 - $106.37 $2.1M - $2.32M	58K $5.8B
OMFL	-25K - 38.94%	$52.19 - $57.45 $1.3M - $1.43M	39.2K $2.09B
MUB	-11.2K - 54.84%	$104.71 - $107.69 $1.17M - $1.2M	9.21K $971M
IJH	-15.2K - 42.41%	$57.21 - $65.8 $867K - $997K	20.6K $1.2B

Activity Summary All Purchases 160 New Holdings 53 Increased Positions 107 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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