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
LOW
Lowes Companies Inc

Consumer Cyclical
206
+ 9.85%
$215.01 - $273.02 $44.3K - $56.2K
2.3K $577M
VZ
Verizon Communications Inc

Communication Services
2.3K
+ 16.91%
$40.84 - $45.06 $94.1K - $104K
15.9K $700M
BAC
Bank Of America Corp

Financial Services
1.09K
+ 9.3%
$44.92 - $52.42 $48.7K - $56.9K
12.8K $658M
Blackrock Inc
35
+ 6.68%
N/A
559 $652M
MRK
Merck & Co., Inc.

Healthcare
996
+ 26.41%
$77.6 - $87.37 $77.3K - $87K
4.77K $400M
Linde PLC
205
+ 28.79%
N/A
917 $435M
XLU
Utilities Sector Spdr

ETFs
956
+ 32.58%
$81.14 - $87.32 $77.6K - $83.5K
3.89K $339M
DFAX
Dimensional ETF Tr
162
+ 0.35%
$29.25 - $31.56 $4.74K - $5.11K
47.1K $1.48B
OEF
Ishares S&P 100 ETF

ETFs
59
+ 2.17%
N/A
2.78K $924M
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.1K
+ 17.41%
$59.19 - $64.47 $64.8K - $70.6K
7.38K $468M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
477
+ 12.06%
$108.46 - $120.63 $51.7K - $57.5K
4.43K $527M
DUK
Duke Energy Corp

Utilities
658
+ 30.05%
$116.31 - $125.93 $76.5K - $82.9K
2.85K $352M
GS
Goldman Sachs Group Inc

Financial Services
76
+ 22.82%
$696.56 - $806.32 $52.9K - $61.3K
409 $326M
First Tr Exchng Traded Fd Vi
1.38K
+ 5.32%
N/A
27.3K $1.06B
WFC
Wells Fargo & Company

Financial Services
886
+ 28.84%
$77.05 - $85.16 $68.3K - $75.5K
3.96K $332M
MDT
Medtronic PLC

Healthcare
628
+ 22.65%
$87.67 - $95.74 $55.1K - $60.1K
3.4K $324M
D
Dominion Energy, Inc

Utilities
863
+ 15.18%
$56.32 - $62.1 $48.6K - $53.6K
6.55K $401M
WELL
Welltower Inc.

Real Estate
136
+ 6.48%
$150.71 - $178.14 $20.5K - $24.2K
2.24K $398M
DISV
Dimensional ETF Tr Dimensional

ETFs
1.45K
+ 19.12%
$32.78 - $35.79 $47.6K - $52K
9.05K $323M
DFAU
Dimensional ETF Tr

ETFs
719
+ 6.38%
$42.42 - $45.96 $30.5K - $33K
12K $548M
ABC
Amerisourcebergen Corp

Healthcare
138
+ 6.32%
N/A
2.32K $726M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
94
+ 8.04%
$284.45 - $324.95 $26.7K - $30.5K
1.26K $404M
SCCO
Southern Copper Corp

Basic Materials
182
+ 8.32%
$90.54 - $121.36 $16.5K - $22.1K
2.37K $288M
IWN
Ishares Russell2000 Val ETF

ETFs
116
+ 5.26%
$157.1 - $178.94 $18.2K - $20.8K
2.32K $410M
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.83K
+ 23.79%
$28.69 - $30.59 $52.4K - $55.9K
9.5K $289M
DELL
Dell Technologies Inc.

Technology
136
+ 6.11%
$120.96 - $141.77 $16.5K - $19.3K
2.36K $335M
Dimensional ETF Trust
930
+ 6.32%
N/A
15.7K $515M
PSEP
Innovator U.S. Equity Power Bu
879
+ 9.68%
N/A
9.96K $428M
UNP
Union Pacific Corp

Industrials
188
+ 10.76%
$214.91 - $237.16 $40.4K - $44.6K
1.94K $458M
HON
Honeywell International Inc

Industrials
531
+ 21.08%
$207.7 - $240.4 $110K - $128K
3.05K $642M
Ferguson Enterprises Inc
215
+ 22.66%
N/A
1.16K $261M
APH
Amphenol Corp

Technology
25
+ 1.23%
$97.39 - $125.4 $2.43K - $3.14K
2.06K $255M
JCI
Johnson Controls International PLC

Industrials
391
+ 16.39%
$103.24 - $111.73 $40.4K - $43.7K
2.78K $305M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.84K
+ 8.97%
$25.21 - $25.99 $46.3K - $47.7K
22.3K $576M
GILD
Gilead Sciences, Inc.

Healthcare
462
+ 25.01%
$108.22 - $120.47 $50K - $55.7K
2.31K $256M
IWR
Ishares Russell Mid Cap ETF

ETFs
123
+ 1.84%
$92.26 - $97.51 $11.3K - $12K
6.83K $659M
VEEV
Veeva Systems Inc

Healthcare
110
+ 13.46%
$269.2 - $297.91 $29.6K - $32.8K
927 $276M
UBER
Uber Technologies, Inc

Technology
204
+ 4.59%
$86.91 - $99.57 $17.7K - $20.3K
4.65K $455M
QCOM
Qualcomm Inc

Technology
34
+ 0.71%
$145.84 - $173.55 $4.96K - $5.9K
4.84K $806M
AZN
Astrazeneca PLC

Healthcare
188
+ 5.5%
$68.72 - $82.11 $12.9K - $15.4K
3.61K $277M
A
Agilent Technologies, Inc.

Healthcare
55
+ 1.93%
$112.04 - $128.75 $6.16K - $7.08K
2.91K $373M
IWD
Ishares Russell 1000 Val ETF

ETFs
109
+ 7.1%
$192.76 - $203.86 $21K - $22.2K
1.65K $335M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
529
+ 6.37%
$48.5 - $50.19 $25.7K - $26.6K
8.83K $442M
MLM
Martin Marietta Materials Inc

Basic Materials
4
+ 1.04%
$546.36 - $631.12 $2.19K - $2.52K
390 $246M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
471
+ 4.81%
$29.97 - $32.38 $14.1K - $15.3K
10.3K $327M
EVRG
Evergy, Inc.

Utilities
26
+ 0.59%
$67.73 - $76.02 $1.76K - $1.98K
4.42K $336M
TYL
Tyler Technologies Inc

Technology
116
+ 26.36%
$522.22 - $611.76 $60.6K - $71K
556 $291M
BA
Boeing CO

Industrials
89
+ 6.79%
$209.79 - $237.38 $18.7K - $21.1K
1.4K $302M
AMGN
Amgen Inc

Healthcare
89
+ 12.06%
$271.18 - $309.22 $24.1K - $27.5K
827 $233M
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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