Triad Wealth Partners, LLC Purchases in Q4 2024

Triad Wealth Partners, LLC

  • $277 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
92.6K
+ 148.76%
$94.43 - $105.47 $8.74M - $9.76M
155K $15.7B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
169K
+ 1019.12%
$49.03 - $53.35 $8.27M - $9M
185K $9.49B
JCPB
J P Morgan Exchange Traded Fd

ETFs
143K
+ 54.09%
$46.07 - $48.17 $6.61M - $6.91M
409K $18.8B
QUAL
Ishares Msci Usa Quality Facto

ETFs
31.3K
+ 114.68%
$176.42 - $186.91 $5.52M - $5.85M
58.6K $10.4B
IVE
Ishares S&P 500 Value ETF

ETFs
28.3K
+ 138.85%
$189.5 - $206.17 $5.37M - $5.84M
48.8K $9.31B
EFG
Msci Eafe Growth ETF

ETFs
49.5K
+ 163.63%
$96.83 - $106.88 $4.8M - $5.3M
79.8K $7.73B
EFV
Msci Eafe Value ETF

ETFs
84.3K
+ 148.25%
$51.78 - $57.15 $4.36M - $4.82M
141K $7.4B
MBB
Ishares Tr

ETFs
37.1K
+ 74.13%
$91.26 - $95.82 $3.39M - $3.56M
87.2K $7.99B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
32.7K
New
$89.97 - $98.59 $2.94M - $3.23M
32.7K $3.11B
Blackrock ETF Trust Ii
47.8K
+ 96.59%
N/A
97.2K $5.06B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
45.3K
+ 132.3%
$55.45 - $61.08 $2.51M - $2.76M
79.5K $4.41B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.54K
+ 10.46%
$521.84 - $558.82 $1.85M - $1.98M
37.4K $20.1B
AVGO
Broadcom Inc.

Technology
9.72K
New
$159.67 - $250.0 $1.55M - $2.43M
9.72K $2.25B
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
48.3K
New
N/A
48.3K $2.18B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
22.4K
New
$96.64 - $101.23 $2.16M - $2.26M
22.4K $2.17B
META
Meta Platforms, Inc.

Communication Services
3.44K
New
$554.08 - $632.68 $1.91M - $2.18M
3.44K $2.02B
GOOGL
Alphabet Inc.

Communication Services
9.77K
New
$161.86 - $196.66 $1.58M - $1.92M
9.77K $1.85B
JPM
Jpmorgan Chase & CO

Financial Services
7.46K
New
$205.18 - $250.29 $1.53M - $1.87M
7.46K $1.79B
IVV
Ishares Core S&P 500 ETF

ETFs
2.95K
New
$570.51 - $610.59 $1.69M - $1.8M
2.95K $1.74B
USFR
Wisdomtree Floating Rate Treas

ETFs
34K
New
$50.23 - $50.46 $1.71M - $1.71M
34K $1.71B
TLT
Ishares Barclays 20+ Year Trea

ETFs
20.7K
+ 168.7%
$87.1 - $98.49 $1.8M - $2.04M
33K $2.88B
IAU
Ishares Gold Trust

ETFs
32.5K
New
$48.37 - $52.65 $1.57M - $1.71M
32.5K $1.61B
AAPL
Apple Inc.

Technology
4.74K
+ 25.22%
$221.69 - $259.02 $1.05M - $1.23M
23.5K $5.89B
ICVT
Ishares Tr Convertible Bond Et

ETFs
14.4K
New
$83.09 - $89.28 $1.19M - $1.28M
14.4K $1.22B
GOOG
Alphabet Inc.

Communication Services
6.29K
New
$163.08 - $198.16 $1.03M - $1.25M
6.29K $1.2B
UNH
Unitedhealth Group Inc

Healthcare
2.37K
New
$485.52 - $625.25 $1.15M - $1.48M
2.37K $1.2B
JPIE
J P Morgan Exchange Traded Fd
26.1K
New
$45.59 - $46.25 $1.19M - $1.21M
26.1K $1.19B
VEA
Vanguard Ftse Developed Market

ETFs
23.8K
New
$47.57 - $52.44 $1.13M - $1.25M
23.8K $1.14B
AMZN
Amazon Com Inc

Consumer Cyclical
3.12K
+ 23.98%
$180.88 - $232.93 $565K - $727K
16.1K $3.54B
LMT
Lockheed Martin Corp

Industrials
2.29K
New
$479.66 - $614.62 $1.1M - $1.41M
2.29K $1.11B
MSFT
Microsoft Corp

Technology
2.81K
+ 24.75%
$406.35 - $454.46 $1.14M - $1.28M
14.2K $5.98B
IFRA
Ishares Tr

ETFs
23.2K
New
$45.94 - $51.71 $1.06M - $1.2M
23.2K $1.07B
IEMG
Ishares Inc

ETFs
21.2K
+ 171.61%
N/A
33.5K $1.75B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
45.4K
+ 141.65%
$22.39 - $23.45 $1.02M - $1.07M
77.5K $1.78B
MA
Mastercard Inc

Financial Services
1.93K
New
$491.3 - $536.15 $949K - $1.04M
1.93K $1.02B
HD
Home Depot, Inc.

Consumer Cyclical
2.4K
New
$385.02 - $431.37 $925K - $1.04M
2.4K $934M
WMT
Walmart Inc.

Consumer Defensive
9.64K
New
$79.1 - $95.7 $762K - $922K
9.64K $871M
MS
Morgan Stanley

Financial Services
6.82K
New
$104.42 - $134.99 $712K - $921K
6.82K $858M
XOM
Exxon Mobil Corp

Energy
7.94K
New
$105.51 - $125.37 $837K - $995K
7.94K $854M
NVDA
Nvidia Corp

Technology
4.34K
+ 21.66%
$117.0 - $148.88 $508K - $646K
24.4K $3.27B
TSLA
Tesla, Inc.

Consumer Cyclical
2.06K
New
$213.65 - $479.86 $441K - $990K
2.06K $834M
ABBV
Abb Vie Inc.

Healthcare
4.51K
New
$164.99 - $203.87 $744K - $920K
4.51K $802M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.56K
New
$481.22 - $538.17 $749K - $837K
1.56K $796M
J P Morgan Exchange Traded F
13.2K
New
N/A
13.2K $795M
KLAC
Kla Corp

Technology
1.26K
New
$614.46 - $829.55 $774K - $1.04M
1.26K $793M
ETN
Eaton Corp PLC

Industrials
2.33K
New
$326.96 - $377.52 $761K - $878K
2.33K $772M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
15.8K
New
$46.69 - $49.2 $740K - $780K
15.8K $742M
JGRO
J P Morgan Exchange Traded Fd
8.98K
New
N/A
8.98K $728M
PJUL
Innovator U.S. Equity Power Bu

ETFs
17K
New
$40.12 - $41.68 $683K - $710K
17K $701M
Activity Summary
Buys All Purchases 157 New Holdings 133 Increased Positions 24 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email