Triad Wealth Partners, LLC Portfolio Holdings by Sector
Triad Wealth Partners, LLC
- $130 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BND FBND VOO OMFL DGRW IJH JCPB IQLT 20 stocks |
$110 Million
84.4% of portfolio
|
  20  
|
- |
  20  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2.95 Million
2.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$2.17 Million
1.67% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO QCOM 3 stocks |
$1.91 Million
1.47% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV LLY JNJ MRK 4 stocks |
$1.38 Million
1.06% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.38 Million
1.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.28 Million
0.99% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$996,384
0.77% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$965,955
0.74% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
LANC 1 stocks |
$768,950
0.59% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$678,728
0.52% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V 2 stocks |
$675,741
0.52% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$570,088
0.44% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$523,928
0.4% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
CRM INTU 2 stocks |
$448,439
0.35% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
BLK BX 2 stocks |
$435,245
0.34% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$431,166
0.33% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS 1 stocks |
$381,066
0.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$363,334
0.28% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$357,924
0.28% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$332,742
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$319,235
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$287,340
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$228,345
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$227,297
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$211,197
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|