Triad Wealth Partners, LLC Purchases in Q1 2025

Triad Wealth Partners, LLC

  • $322 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
4.09K
New
$80.05 - $92.39 $328K - $378K
4.09K $329M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
466
+ 48.54%
$442.66 - $534.52 $206K - $249K
1.43K $759M
IOCT
Innovator Etfs Tr Intl Dev Pow
10.4K
New
N/A
10.4K $318M
Northern Lts Fd Tr Iv
12.1K
New
N/A
12.1K $317M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
10.6K
New
$29.34 - $31.31 $312K - $333K
10.6K $316M
XOM
Exxon Mobil Corp

Energy
1.87K
+ 23.6%
$105.44 - $118.93 $197K - $223K
9.81K $1.17B
IAPR
Innovator Etfs Tr Internationa

ETFs
11.4K
New
$26.66 - $28.64 $303K - $325K
11.4K $313M
DUHP
Dimensional ETF Tr Dimensional

ETFs
9.36K
New
$32.57 - $35.82 $305K - $335K
9.36K $310M
IDXX
Idexx Laboratories Inc

Healthcare
723
New
$406.29 - $469.04 $294K - $339K
723 $304M
META
Meta Platforms, Inc.

Communication Services
581
+ 16.87%
$576.36 - $736.67 $335K - $428K
4.02K $2.32B
ABBV
Abb Vie Inc.

Healthcare
719
+ 15.94%
$169.2 - $216.66 $122K - $156K
5.23K $1.1B
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.75K
+ 26.12%
$83.18 - $89.27 $312K - $335K
18.1K $1.51B
BALT
Innovator Etfs Tr
9.39K
+ 93.58%
$31.31 - $31.89 $294K - $299K
19.4K $609M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
14.1K
New
$20.7 - $21.15 $292K - $299K
14.1K $292M
PG
Procter & Gamble CO

Consumer Defensive
1.64K
+ 41.59%
$158.56 - $176.26 $260K - $289K
5.58K $950M
D
Dominion Energy, Inc

Utilities
5.03K
New
$52.85 - $57.43 $266K - $289K
5.03K $282M
MO
Altria Group, Inc.

Consumer Defensive
3.78K
+ 65.78%
$50.81 - $60.02 $192K - $227K
9.52K $571M
HYDB
Ishares Tr Edge High Yield Def

ETFs
5.65K
+ 9.05%
$46.82 - $47.8 $264K - $270K
68.1K $3.21B
SPY
Spdr S&P 500 ETF Trust

ETFs
484
New
$551.42 - $612.93 $267K - $297K
484 $270M
HYGW
Ishares Tr High Yield Corporat
8.17K
+ 66.84%
N/A
20.4K $642M
PSTG
Pure Storage, Inc.

Technology
5.65K
New
$44.27 - $72.37 $250K - $409K
5.65K $250M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.26K
New
$37.07 - $40.63 $232K - $254K
6.26K $247M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.97K
New
$81.83 - $82.73 $243K - $246K
2.97K $246M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
9.81K
New
$24.66 - $26.1 $242K - $256K
9.81K $245M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.88K
New
$49.25 - $50.66 $241K - $247K
4.88K $242M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.73K
New
$49.78 - $53.19 $236K - $252K
4.73K $242M
ED
Consolidated Edison Inc

Utilities
2.16K
New
$88.0 - $110.59 $190K - $239K
2.16K $239M
CAH
Cardinal Health Inc

Healthcare
1.67K
New
$118.02 - $137.77 $197K - $230K
1.67K $230M
Innovator Etfs Trust
7.54K
New
N/A
7.54K $228M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
8.95K
New
$24.29 - $25.89 $217K - $232K
8.95K $226M
Northern Lts Fd Tr Iv
7.23K
New
N/A
7.23K $226M
MCD
Mcdonalds Corp

Consumer Cyclical
645
+ 66.56%
$279.74 - $321.29 $180K - $207K
1.61K $504M
DDOG
Datadog, Inc.

Technology
2.24K
New
$98.68 - $151.89 $221K - $340K
2.24K $222M
Northern Lts Fd Tr Iv
6.93K
New
N/A
6.93K $221M
IBM
International Business Machines Corp

Technology
886
New
$217.4 - $264.74 $193K - $235K
886 $220M
Northern Lts Fd Tr Iv
6.82K
New
N/A
6.82K $220M
IYW
Ishares Dj Us Tech ETF

ETFs
5.21K
+ 19.41%
$140.44 - $166.79 $731K - $868K
32K $4.5B
IEFA
Ishares Tr

ETFs
2.89K
New
$69.57 - $78.65 $201K - $227K
2.89K $218M
BMY
Bristol Myers Squibb CO

Healthcare
3.55K
New
$53.9 - $63.11 $191K - $224K
3.55K $216M
SCCO
Southern Copper Corp

Basic Materials
2.31K
New
$85.92 - $101.48 $198K - $234K
2.31K $215M
Series Portfolios Tr
8.06K
New
N/A
8.06K $214M
Innovator Etfs Trust
8.35K
New
N/A
8.35K $207M
Dimensional ETF Trust
6.75K
New
N/A
6.75K $206M
AVDE
American Centy ETF Tr Avantis

ETFs
3.09K
New
$60.63 - $68.55 $188K - $212K
3.09K $205M
IEF
Ishares Barclays

ETFs
2.05K
+ 69.99%
$91.17 - $95.39 $187K - $195K
4.97K $474M
AZN
Astrazeneca PLC

Healthcare
2.77K
New
$65.37 - $77.96 $181K - $216K
2.77K $203M
TDG
Trans Digm Group Inc

Industrials
146
New
$1251.32 - $1394.11 $183K - $204K
146 $202M
Blackrock ETF Trust
7.42K
+ 77.79%
N/A
17K $488M
JNJ
Johnson & Johnson

Healthcare
624
+ 20.27%
$142.06 - $167.7 $88.6K - $105K
3.7K $614M
Activity Summary
Buys All Purchases 160 New Holdings 53 Increased Positions 107 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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