Triad Wealth Partners, LLC Portfolio Holdings by Sector

Triad Wealth Partners, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs FBND VOO OMFL JCPB BND DGRW IJH IVW 40 stocks	$170 Million 92.23% of portfolio	28	11	6	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$4.89 Million 2.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4.38 Million 2.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$2.43 Million 1.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2.43 Million 1.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$230,670 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts

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