Triad Wealth Partners, LLC Portfolio Holdings

Triad Wealth Partners, LLC

  • $188 Billion
  • Q3 2024

Triad Wealth Partners, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $188 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $18.4B, Vanguard Index Fds S&P 500 ETF with a value of $17.9B, Invesco Exchange Traded Self I with a value of $13B, J P Morgan Exchange Traded Fd with a value of $12.8B, and Vanguard Bd Index Fd Inc Total with a value of $12.7B.

Examining the 13F form we can see an decrease of $2.8B in the current position value, from $191B to 188B.

Triad Wealth Partners, LLC is based out at Lawrence, KS

Below you can find more details about Triad Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $188 Billion
ETFs: $170 Billion
Technology: $11.7 Billion
Consumer Cyclical: $2.43 Billion
Communication Services: $231 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $188 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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