Triad Wealth Partners, LLC Incresed Positions in Q3 2025

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
2.98K
+ 316.44%
$303.93 - $329.86 $907K - $984K
3.93K $1.29B
Innovator Etfs Trust
25K
+ 89.25%
N/A
53.1K $1.83B
DFIC
Dimensional ETF Tr Dimensional

ETFs
23.5K
+ 55.56%
$30.76 - $33.01 $723K - $776K
65.8K $2.16B
ABBV
Abb Vie Inc.

Healthcare
2.12K
+ 40.64%
$184.85 - $231.54 $392K - $491K
7.34K $1.7B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.47K
+ 255.11%
$412.46 - $514.1 $607K - $757K
2.05K $1B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.09K
+ 1.0%
$72.65 - $78.68 $79.3K - $85.8K
110K $8.59B
FNDF
Schwab Fundamental Intl Large

ETFs
13.5K
+ 36.66%
$39.84 - $43.15 $539K - $584K
50.5K $2.17B
Innovator Etfs Trust
23.5K
+ 86.76%
N/A
50.5K $1.45B
JGRO
J P Morgan Exchange Traded Fd
4.91K
+ 16.84%
N/A
34.1K $3.19B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
6.88K
+ 20.57%
$64.75 - $69.05 $446K - $475K
40.4K $2.78B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.2K
+ 261.06%
$52.12 - $55.33 $532K - $565K
14.1K $781M
WMT
Walmart Inc.

Consumer Defensive
4.92K
+ 39.36%
$94.4 - $104.27 $464K - $513K
17.4K $1.79B
Innovator Etfs Trust
19.8K
+ 87.08%
N/A
42.6K $1.13B
Blackrock ETF Trust
14.8K
+ 40.74%
N/A
51.1K $1.62B
PLTR
Palantir Technologies Inc.

Technology
2.15K
+ 77.05%
$130.68 - $186.97 $281K - $402K
4.95K $902M
Blackrock ETF Trust Ii
8.45K
+ 5.36%
N/A
166K $8.84B
IOCT
Innovator Etfs Tr Intl Dev Pow
14.2K
+ 73.02%
N/A
33.6K $1.15B
IJAN
Innovator Etfs Tr Intl Dev Pwr
13.7K
+ 69.67%
N/A
33.4K $1.17B
IAPR
Innovator Etfs Tr Internationa

ETFs
16K
+ 74.48%
$28.99 - $30.05 $465K - $482K
37.6K $1.13B
IJUL
Innovator Etfs Tr

ETFs
14.5K
+ 62.87%
$31.5 - $32.72 $457K - $475K
37.6K $1.23B
JPM
Jpmorgan Chase & CO

Financial Services
774
+ 8.09%
$282.78 - $316.06 $219K - $245K
10.3K $3.26B
LVHD
Franklin U.S. Low Volatility H

ETFs
10.3K
+ 39.21%
$39.89 - $41.55 $413K - $430K
36.7K $1.52B
XDSQ
Innovator Etfs Tr Us Equity Ac
10.6K
+ 100.78%
$37.5 - $39.86 $397K - $422K
21.1K $842M
VTV
Vanguard Value ETF

ETFs
2.26K
+ 98.26%
$175.51 - $186.57 $397K - $422K
4.57K $851M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.28K
+ 141.56%
N/A
7.3K $724M
UNH
Unitedhealth Group Inc

Healthcare
1.01K
+ 38.79%
$237.77 - $353.61 $239K - $355K
3.6K $1.24B
Blackrock ETF Trust Ii
8.23K
+ 102.83%
N/A
16.2K $798M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.15K
+ 31.18%
$39.8 - $42.86 $324K - $349K
34.3K $1.47B
Blackrock ETF Trust
13.6K
+ 42.6%
N/A
45.5K $1.27B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
7.38K
+ 108.49%
$50.9 - $52.37 $375K - $386K
14.2K $741M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.58K
+ 6.8%
$72.57 - $74.72 $332K - $342K
71.9K $5.35B
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
12.5K
+ 71.84%
$27.55 - $28.94 $345K - $362K
30K $867M
HYGW
Ishares Tr High Yield Corporat
12.8K
+ 46.32%
N/A
40.5K $1.23B
Ea Series Trust
3.21K
+ 23.57%
N/A
16.8K $1.91B
Innovator Etfs Trust
11K
+ 74.89%
N/A
25.6K $849M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.14K
+ 13.74%
$49.78 - $50.75 $356K - $363K
59.1K $2.99B
ORCL
Oracle Corp

Technology
528
+ 14.38%
$218.96 - $328.33 $116K - $173K
4.2K $1.18B
MA
Mastercard Inc

Financial Services
635
+ 28.07%
$550.18 - $598.96 $349K - $380K
2.9K $1.65B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.87K
+ 12.43%
$84.28 - $89.46 $242K - $256K
25.9K $2.31B
XDQQ
Innovator Etfs Tr Growth Accel
8.74K
+ 98.94%
$34.77 - $37.81 $304K - $330K
17.6K $664M
HD
Home Depot, Inc.

Consumer Cyclical
616
+ 22.31%
$357.4 - $423.42 $220K - $261K
3.38K $1.37B
EEM
Ishares Msci Emerging Markets

ETFs
6.21K
+ 142.23%
$48.07 - $53.4 $298K - $331K
10.6K $564M
ED
Consolidated Edison Inc

Utilities
3.45K
+ 155.27%
$95.57 - $105.36 $329K - $363K
5.67K $570M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
9.59K
+ 74.67%
$29.55 - $32.52 $283K - $312K
22.4K $719M
JPIE
J P Morgan Exchange Traded Fd
7.18K
+ 13.79%
$46.01 - $46.55 $330K - $334K
59.2K $2.75B
VT
Vanguard Total World Stk Index

ETFs
2.27K
+ 99.34%
$128.41 - $138.03 $291K - $313K
4.55K $627M
AMD
Advanced Micro Devices Inc

Technology
1.8K
+ 109.85%
$134.8 - $184.42 $242K - $331K
3.43K $555M
VGT
Vanguard Information Technolog

ETFs
393
+ 123.58%
$656.44 - $753.15 $258K - $296K
711 $531M
T
At&T Inc.

Communication Services
11.4K
+ 53.48%
$26.94 - $29.62 $306K - $337K
32.6K $922M
Activity Summary
Buys All Purchases 312 New Holdings 96 Increased Positions 216 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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