Triad Wealth Partners, LLC Portfolio Holdings
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
Triad Wealth Partners, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $277 Billion distributed in 173 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $20.1B, J P Morgan Exchange Traded Fd with a value of $18.8B, Fidelity Merrimack Str Tr Tota with a value of $15.7B, Ishares S&P 500 Growth ETF with a value of $15.7B, and Ishares Msci Usa Quality Facto with a value of $10.4B.
Examining the 13F form we can see an increase of $88.9B in the current position value, from $188B to 277B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 173
- Current Value $277 Billion
- Prior Value $188 Billion
- Filing
- Period Q4 2024
- Filing Date February 06, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 133 stocks
- Additional Purchases 24 stocks
- Sold out of 0 stocks
- Reduced holdings in 16 stocks