Triad Wealth Partners, LLC Sells in Q1 2025

Triad Wealth Partners, LLC

  • $322 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.66K
- 12.46%
$507.05 - $563.67 $2.36M - $2.63M
32.7K $16.8B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-30.7K
- 92.99%
$85.29 - $92.57 $2.61M - $2.84M
2.31K $210M
EFG
Msci Eafe Growth ETF

ETFs
-21.8K
- 27.31%
$96.1 - $106.37 $2.1M - $2.32M
58K $5.8B
OMFL
Invesco Exchange Traded Self I

ETFs
-25K
- 38.94%
$52.19 - $57.45 $1.3M - $1.43M
39.2K $2.09B
MUB
Ishares National Muni Bond ETF

ETFs
-11.2K
- 54.84%
$104.71 - $107.69 $1.17M - $1.2M
9.21K $971M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-15.2K
- 42.41%
$57.21 - $65.8 $867K - $997K
20.6K $1.2B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-14.1K
- 23.99%
$71.17 - $73.66 $1.01M - $1.04M
44.8K $3.29B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-10.8K
- 25.98%
$78.0 - $84.37 $841K - $909K
30.7K $2.45B
JMEE
J P Morgan Exchange Traded Fd

ETFs
-12.4K
- 56.07%
$54.51 - $63.63 $678K - $792K
9.75K $546M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-9.7K
- 54.82%
$78.97 - $85.82 $766K - $833K
8K $663M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-10.6K
- 13.32%
$54.25 - $57.64 $574K - $610K
68.9K $3.8B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.08K
- 48.13%
$102.49 - $119.96 $419K - $490K
4.4K $460M
GOOGL
Alphabet Inc.

Communication Services
-444
- 4.54%
$154.33 - $206.19 $68.5K - $91.5K
9.33K $1.44B
SKOR
Flexshares Tr Credit Scored Us

ETFs
-8.69K
- 36.33%
$47.35 - $48.46 $412K - $421K
15.2K $736M
LMT
Lockheed Martin Corp

Industrials
-271
- 11.85%
$423.19 - $506.29 $115K - $137K
2.02K $900M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-7.91K
- 24.27%
$24.73 - $25.62 $196K - $203K
24.7K $631M
ACN
Accenture PLC

Technology
-434
- 38.61%
$300.91 - $398.25 $131K - $173K
690 $215M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.12K
- 22.48%
$21.75 - $24.28 $111K - $124K
17.7K $390M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.76K
- 19.82%
$56.17 - $59.71 $98.8K - $105K
7.12K $407M
CG
Carlyle Group Inc.

Financial Services
-839
- 10.15%
$40.03 - $56.96 $33.6K - $47.8K
7.43K $324M
BX
Blackstone Inc.

Financial Services
-34
- 1.25%
$136.53 - $186.74 $4.64K - $6.35K
2.69K $375M
MBB
Ishares Tr

ETFs
-2.83K
- 3.24%
$90.37 - $94.08 $255K - $266K
84.3K $7.91B
MS
Morgan Stanley

Financial Services
-92
- 1.35%
$111.68 - $141.08 $10.3K - $13K
6.73K $785M
VUG
Vanguard Growth ETF

ETFs
-70
- 6.62%
$369.1 - $427.61 $25.8K - $29.9K
987 $366M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-17
- 0.98%
$165.25 - $224.62 $2.81K - $3.82K
1.72K $285M
ADBE
Adobe Inc.

Technology
-39
- 5.65%
$377.84 - $464.11 $14.7K - $18.1K
651 $250M
MA
Mastercard Inc

Financial Services
-162
- 8.39%
$504.67 - $576.31 $81.8K - $93.4K
1.77K $970M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10
- 0.95%
$360.07 - $417.26 $3.6K - $4.17K
1.04K $376M
Blackrock ETF Trust Ii
-871
- 9.49%
N/A
8.3K $430M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-3
- 0.26%
$254.58 - $302.92 $764 - $909
1.17K $299M
J P Morgan Exchange Traded F
-672
- 9.77%
N/A
6.21K $332M
IWD
Ishares Russell 1000 Val ETF

ETFs
-145
- 8.63%
$182.82 - $196.21 $26.5K - $28.5K
1.54K $289M
SPG
Simon Property Group Inc

Real Estate
-81
- 5.79%
$159.48 - $187.78 $12.9K - $15.2K
1.32K $219M
OKE
Oneok Inc

Energy
-186
- 7.96%
$89.57 - $109.85 $16.7K - $20.4K
2.15K $213M
NEE
Nextera Energy Inc

Utilities
-254
- 6.86%
$66.96 - $76.16 $17K - $19.3K
3.45K $244M
PANW
Palo Alto Networks Inc

Technology
-13
- 0.79%
$167.82 - $208.28 $2.18K - $2.71K
1.63K $277M
APD
Air Products & Chemicals, Inc.

Basic Materials
-75
- 5.51%
$283.24 - $338.07 $21.2K - $25.4K
1.29K $380M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-228
- 3.47%
$50.48 - $51.04 $11.5K - $11.6K
6.34K $322M
LYV
Live Nation Entertainment, Inc.

Communication Services
-53
- 2.2%
$115.79 - $154.66 $6.14K - $8.2K
2.35K $307M
HYMU
Blackrock ETF Tr Ii High Yield
-144
- 1.47%
$22.43 - $23.19 $3.23K - $3.34K
9.67K $219M
QCOM
Qualcomm Inc

Technology
-11
- 0.33%
$151.94 - $175.86 $1.67K - $1.93K
3.34K $513M
UBER
Uber Technologies, Inc

Technology
-886
- 16.72%
$63.17 - $81.49 $56K - $72.2K
4.41K $322M
VEEV
Veeva Systems Inc

Healthcare
-68
- 6.75%
$210.58 - $246.8 $14.3K - $16.8K
939 $218M
UNH
Unitedhealth Group Inc

Healthcare
-34
- 1.44%
$461.52 - $548.18 $15.7K - $18.6K
2.33K $1.22B
EVRG
Evergy, Inc.

Utilities
-102
- 2.35%
$59.9 - $69.52 $6.11K - $7.09K
4.23K $292M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-659
- 2.62%
$33.84 - $37.77 $22.3K - $24.9K
24.5K $891M
KLAC
Kla Corp

Technology
-41
- 3.26%
$636.62 - $777.63 $26.1K - $31.9K
1.22K $828M
VZ
Verizon Communications Inc

Communication Services
-345
- 2.78%
$37.81 - $46.49 $13K - $16K
12.1K $548M
WELL
Welltower Inc.

Real Estate
-50
- 2.29%
$124.05 - $156.86 $6.2K - $7.84K
2.13K $327M
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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