Triad Wealth Partners
Latest statistics and disclosures from Triad Wealth Partners's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002012717
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Positions held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Triad Wealth Partners
Triad Wealth Partners holds 59 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 11.4 | $15M | 205k | 72.63 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 11.4 | $15M | 329k | 45.31 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 10.5 | $14M | 29k | 480.70 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 8.7 | $11M | 204k | 55.23 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 6.7 | $8.8M | 115k | 76.19 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 5.2 | $6.7M | 111k | 60.74 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 4.7 | $6.2M | 133k | 46.65 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 4.0 | $5.2M | 130k | 39.66 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 4.0 | $5.2M | 63k | 81.53 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 3.3 | $4.3M | 69k | 61.53 |
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| Flexshares Tr Cr Scd Us Bd (SKOR) | 3.1 | $4.0M | 84k | 47.78 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.6 | $3.4M | 88k | 39.02 |
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| J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE) | 2.4 | $3.1M | 53k | 58.53 |
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| Ishares Tr High Yld Systm B (HYDB) | 2.3 | $3.0M | 64k | 46.72 |
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| Microsoft Corporation (MSFT) | 2.3 | $3.0M | 7.0k | 420.73 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $2.8M | 25k | 110.52 |
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| Apple (AAPL) | 1.1 | $1.4M | 8.0k | 171.48 |
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| Amazon (AMZN) | 1.0 | $1.3M | 7.1k | 180.38 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.0 | $1.3M | 35k | 35.84 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.2M | 8.0k | 150.93 |
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| NVIDIA Corporation (NVDA) | 0.7 | $934k | 1.0k | 903.69 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $772k | 3.9k | 200.30 |
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| Lancaster Colony (LANC) | 0.6 | $769k | 3.7k | 207.66 |
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| Broadcom (AVGO) | 0.6 | $725k | 547.00 | 1325.41 |
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| UnitedHealth (UNH) | 0.5 | $679k | 1.4k | 494.70 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $602k | 5.2k | 116.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $597k | 3.9k | 152.26 |
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| Kla Corp Com New (KLAC) | 0.4 | $524k | 750.00 | 698.57 |
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| Abbvie (ABBV) | 0.4 | $498k | 2.7k | 182.10 |
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| Home Depot (HD) | 0.3 | $431k | 1.1k | 383.60 |
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| Doubleline Etf Trust Mortgage Etf (DMBS) | 0.3 | $430k | 8.8k | 48.69 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $398k | 826.00 | 481.57 |
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| Morgan Stanley Com New (MS) | 0.3 | $381k | 4.0k | 94.16 |
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| Chevron Corporation (CVX) | 0.3 | $364k | 2.3k | 157.74 |
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| Eaton Corp SHS (ETN) | 0.3 | $363k | 1.2k | 312.68 |
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| Meta Platforms Cl A (META) | 0.3 | $359k | 740.00 | 485.58 |
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| Procter & Gamble Company (PG) | 0.3 | $358k | 2.2k | 162.25 |
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| Honeywell International (HON) | 0.3 | $333k | 1.6k | 205.27 |
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| Tesla Motors (TSLA) | 0.2 | $319k | 1.8k | 175.79 |
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| Eli Lilly & Co. (LLY) | 0.2 | $318k | 409.00 | 777.96 |
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| Pepsi (PEP) | 0.2 | $309k | 1.8k | 175.01 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $297k | 1.8k | 164.35 |
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| Johnson & Johnson (JNJ) | 0.2 | $294k | 1.9k | 158.19 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $291k | 5.0k | 57.86 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $287k | 829.00 | 346.61 |
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| Visa Com Cl A (V) | 0.2 | $278k | 996.00 | 279.08 |
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| Merck & Co (MRK) | 0.2 | $270k | 2.0k | 131.95 |
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| Coca-Cola Company (KO) | 0.2 | $262k | 4.3k | 61.18 |
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| Qualcomm (QCOM) | 0.2 | $247k | 1.5k | 169.36 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $228k | 502.00 | 454.87 |
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| Verizon Communications (VZ) | 0.2 | $227k | 5.4k | 41.96 |
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| salesforce (CRM) | 0.2 | $227k | 753.00 | 301.18 |
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| Bank of America Corporation (BAC) | 0.2 | $225k | 5.9k | 37.92 |
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| BlackRock (BLK) | 0.2 | $224k | 269.00 | 833.70 |
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| Intuit (INTU) | 0.2 | $222k | 341.00 | 650.00 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $219k | 4.3k | 50.74 |
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| Wal-Mart Stores (WMT) | 0.2 | $211k | 3.5k | 60.17 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $211k | 1.6k | 131.37 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.2 | $209k | 8.3k | 25.28 |
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Past Filings by Triad Wealth Partners
SEC 13F filings are viewable for Triad Wealth Partners going back to 2024
- Triad Wealth Partners 2024 Q1 filed April 23, 2024