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
PSEP
Innovator U.S. Equity Power Bu
9.08K
New
N/A
9.08K $355M
APO
Apollo Global Management, Inc.

Financial Services
2.09K
New
$131.36 - $178.61 $275K - $373K
2.09K $345M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
291
New
$1146.59 - $1270.6 $334K - $370K
291 $345M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.73K
New
$172.07 - $207.36 $298K - $359K
1.73K $342M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.17K
New
$278.19 - $315.36 $327K - $370K
1.17K $338M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.57K
New
$50.62 - $50.97 $333K - $335K
6.57K $333M
AMD
Advanced Micro Devices Inc

Technology
2.7K
New
$118.88 - $172.8 $321K - $466K
2.7K $326M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.33K
New
$44.04 - $49.49 $323K - $363K
7.33K $323M
UBER
Uber Technologies, Inc

Technology
5.3K
New
$59.93 - $86.34 $318K - $458K
5.3K $320M
BALT
Innovator Etfs Tr
10K
New
$30.76 - $31.55 $309K - $316K
10K $315M
LYV
Live Nation Entertainment, Inc.

Communication Services
2.41K
New
$109.06 - $140.54 $262K - $338K
2.41K $312M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.68K
New
$183.23 - $199.79 $308K - $336K
1.68K $311M
TRU
Trans Union

Industrials
3.35K
New
$92.71 - $108.67 $311K - $364K
3.35K $311M
LDOS
Leidos Holdings, Inc.

Technology
2.14K
New
$143.17 - $201.39 $306K - $431K
2.14K $308M
ADBE
Adobe Inc.

Technology
690
New
$437.39 - $552.96 $302K - $382K
690 $307M
MO
Altria Group, Inc.

Consumer Defensive
5.74K
New
$49.06 - $57.74 $282K - $332K
5.74K $300M
PANW
Palo Alto Networks Inc

Technology
1.64K
New
$181.96 - $405.9 $298K - $665K
1.64K $298M
CME
Cme Group Inc.

Financial Services
1.25K
New
$221.17 - $246.02 $277K - $308K
1.25K $291M
IJUL
Innovator Etfs Tr

ETFs
10.5K
New
$27.59 - $29.25 $289K - $307K
10.5K $290M
Blackrock ETF Trust
9.54K
New
N/A
9.54K $288M
DFAT
Dimensional ETF Tr U S Target

ETFs
5.16K
New
$54.54 - $61.04 $281K - $315K
5.16K $287M
Blackrock ETF Trust
11.6K
New
N/A
11.6K $285M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
11.7K
New
N/A
11.7K $284M
MLM
Martin Marietta Materials Inc

Basic Materials
548
New
$516.5 - $619.58 $283K - $340K
548 $283M
MCD
Mcdonalds Corp

Consumer Cyclical
969
New
$288.47 - $316.54 $280K - $307K
969 $281M
CMCSA
Comcast Corp

Communication Services
7.45K
New
$37.39 - $45.14 $279K - $336K
7.45K $280M
ORCL
Oracle Corp

Technology
1.66K
New
$165.41 - $192.43 $274K - $318K
1.66K $276M
WELL
Welltower Inc.

Real Estate
2.18K
New
$123.11 - $139.3 $269K - $304K
2.18K $275M
IEF
Ishares Barclays

ETFs
2.93K
New
$92.08 - $98.18 $269K - $287K
2.93K $271M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.37K
New
$46.94 - $51.62 $252K - $277K
5.37K $268M
EVRG
Evergy, Inc.

Utilities
4.33K
New
$59.06 - $65.0 $256K - $282K
4.33K $267M
NEE
Nextera Energy Inc

Utilities
3.7K
New
$69.77 - $85.43 $258K - $316K
3.7K $265M
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.2K
New
$25.61 - $28.0 $261K - $285K
10.2K $263M
Linde PLC
620
New
N/A
620 $260M
Lam Research Corp
3.58K
New
N/A
3.58K $259M
A
Agilent Technologies, Inc.

Healthcare
1.9K
New
$125.69 - $146.56 $239K - $279K
1.9K $256M
IJAN
Innovator Etfs Tr Intl Dev Pwr
8.29K
New
N/A
8.29K $251M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.93K
New
$126.68 - $134.74 $244K - $260K
1.93K $246M
ISRG
Intuitive Surgical Inc

Healthcare
467
New
$471.27 - $550.62 $220K - $257K
467 $244M
SPG
Simon Property Group Inc

Real Estate
1.4K
New
$167.23 - $183.84 $234K - $257K
1.4K $241M
MNST
Monster Beverage Corp

Consumer Defensive
4.5K
New
$49.24 - $56.38 $222K - $254K
4.5K $237M
OKE
Oneok Inc

Energy
2.34K
New
$92.28 - $117.05 $216K - $274K
2.34K $235M
DUK
Duke Energy Corp

Utilities
2.1K
New
$105.76 - $120.76 $222K - $254K
2.1K $227M
IXUS
Ishares Tr

ETFs
3.37K
New
$65.95 - $72.56 $222K - $244K
3.37K $223M
HYMU
Blackrock ETF Tr Ii High Yield
9.81K
New
$22.59 - $23.2 $222K - $228K
9.81K $222M
MDT
Medtronic PLC

Healthcare
2.77K
New
$79.61 - $92.24 $221K - $256K
2.77K $221M
VEEV
Veeva Systems Inc

Healthcare
1.01K
New
$201.81 - $250.45 $203K - $252K
1.01K $212M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
2.05K
New
$100.38 - $107.86 $206K - $221K
2.05K $211M
T
At&T Inc.

Communication Services
8.89K
+ 84.76%
$21.22 - $23.88 $189K - $212K
19.4K $441M
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
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