Triad Wealth Partners, LLC New Holdings in Q3 2025

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.18K
New
$236.25 - $257.69 $279K - $305K
1.18K $303M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.3K
New
$42.67 - $46.91 $269K - $296K
6.3K $295M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.89K
New
$92.97 - $100.18 $269K - $290K
2.89K $288M
MSTR
Microstrategy Inc

Technology
881
New
$300.7 - $455.9 $265K - $402K
881 $284M
First Tr Exchng Traded Fd Vi
7.2K
New
N/A
7.2K $283M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
6.36K
New
$41.5 - $43.83 $264K - $279K
6.36K $279M
MU
Micron Technology Inc

Technology
1.66K
New
$104.88 - $168.89 $175K - $281K
1.66K $278M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.03K
New
$63.41 - $69.69 $255K - $281K
4.03K $276M
Calamos ETF Tr
9.99K
New
N/A
9.99K $274M
AVDE
American Centy ETF Tr Avantis

ETFs
3.46K
New
$73.24 - $79.04 $254K - $274K
3.46K $273M
Simplify Exchange Traded Fun
9.8K
New
N/A
9.8K $257M
Fidelity Covington Trust
6.88K
New
N/A
6.88K $256M
SLV
I Shares Silver Trust

ETFs
5.97K
New
$32.73 - $42.5 $196K - $254K
5.97K $253M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
6.91K
New
$32.53 - $35.69 $225K - $247K
6.91K $245M
First Tr Exchng Traded Fd Vi
6.05K
New
N/A
6.05K $243M
TTD
Trade Desk, Inc.

Technology
4.88K
New
$43.93 - $89.76 $215K - $438K
4.88K $239M
IWB
Ishares Tr Russell 1000 ETF

ETFs
648
New
$339.37 - $366.46 $220K - $237K
648 $237M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
724
New
$275.84 - $326.36 $200K - $236K
724 $236M
USB
Us Bancorp \De\

Financial Services
4.88K
New
$43.94 - $50.41 $214K - $246K
4.88K $236M
Dimensional ETF Trust
8.62K
New
N/A
8.62K $235M
RTX
Raytheon Technologies Corp

Industrials
1.41K
New
$144.19 - $167.33 $203K - $235K
1.41K $235M
PGR
Progressive Corp

Financial Services
949
New
$238.61 - $264.3 $226K - $251K
949 $234M
SHEL
Shell PLC

Energy
3.26K
New
$69.82 - $73.93 $227K - $241K
3.26K $233M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
9.63K
New
$23.54 - $23.97 $227K - $231K
9.63K $231M
ALL
Allstate Corp

Financial Services
1.07K
New
$192.0 - $214.65 $206K - $230K
1.07K $230M
ACWF
Ishares Msci Global Multifacto

ETFs
4.44K
New
N/A
4.44K $229M
AVEM
American Centy ETF Tr Avantis

ETFs
3.04K
New
$68.33 - $75.41 $208K - $229K
3.04K $228M
NUDM
Nuveen Esg International Devel

ETFs
6.07K
New
$34.72 - $37.63 $211K - $228K
6.07K $228M
HOOD
Robinhood Markets, Inc.

Technology
1.58K
New
$91.27 - $143.18 $144K - $226K
1.58K $226M
IGF
Ishares Global Infrastructure

ETFs
3.7K
New
$58.29 - $61.43 $215K - $227K
3.7K $226M
Ge Vernova Inc
364
New
N/A
364 $224M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.92K
New
$28.92 - $32.19 $200K - $223K
6.92K $221M
GRMN
Garmin LTD

Technology
896
New
$211.13 - $246.22 $189K - $221K
896 $221M
TDY
Teledyne Technologies Inc

Technology
375
New
$509.51 - $586.04 $191K - $220K
375 $220M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.18K
New
$100.37 - $100.74 $219K - $220K
2.18K $219M
SBUX
Starbucks Corp

Consumer Cyclical
2.58K
New
$81.9 - $96.86 $211K - $250K
2.58K $218M
TMUS
T Mobile Us, Inc.

Communication Services
902
New
$226.02 - $259.01 $204K - $234K
902 $216M
DBND
Doubleline ETF Tr Opportunisti

ETFs
4.62K
New
$45.57 - $46.76 $211K - $216K
4.62K $215M
MSI
Motorola Solutions, Inc.

Technology
465
New
$408.73 - $490.3 $190K - $228K
465 $213M
FMIL
Fidelity Covington Tr New Mill
4.05K
New
N/A
4.05K $211M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
5.28K
New
$37.5 - $40.3 $198K - $213K
5.28K $210M
AMT
American Tower Corp

Real Estate
1.08K
New
$192.32 - $232.35 $208K - $252K
1.08K $208M
PCG
Pg&E Corp

Utilities
13.5K
New
$13.0 - $15.73 $175K - $212K
13.5K $203M
AXP
American Express CO

Financial Services
609
New
$294.27 - $342.31 $179K - $208K
609 $202M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.71K
New
$52.55 - $54.37 $195K - $202K
3.71K $201M
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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