Triad Financial Advisors, Inc. Closed Holding Positions

Triad Financial Advisors, Inc.

  • $267 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
Draftkings Inc
Q2 2022 Filed on Aug 11, 2022
13,394
N/A
VOE
Vanguard Mid Cap Value Index F

ETFs
Q2 2022 Filed on Aug 11, 2022
1,392
$126.2 - $153.17 $176K - $213K
CG
Carlyle Group Inc.

Financial Services
Q2 2022 Filed on Aug 11, 2022
5,580
$31.64 - $49.42 $177K - $276K
NNN
National Retail Properties, Inc.

Real Estate
Q2 2022 Filed on Aug 11, 2022
4,466
$39.63 - $48.13 $177K - $215K
MRVL
Marvell Technology, Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
2,878
$43.53 - $72.96 $125K - $210K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 11, 2022
4,489
$41.5 - $56.57 $186K - $254K
LH
Laboratory Corp Of America Holdings

Healthcare
Q2 2022 Filed on Aug 11, 2022
763
$213.86 - $277.87 $163K - $212K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q2 2022 Filed on Aug 11, 2022
3,086
$36.45 - $45.33 $112K - $140K
ES
Eversource Energy

Utilities
Q2 2022 Filed on Aug 11, 2022
2,276
$77.98 - $93.3 $177K - $212K
INTC
Intel Corp

Technology
Q2 2022 Filed on Aug 11, 2022
5,375
$36.97 - $49.2 $199K - $264K
FDX
Fedex Corp

Industrials
Q1 2022 Filed on May 09, 2022
800
$201.09 - $264.91 $161K - $212K
USX
Us Xpress Enterprises Inc

Industrials
Q1 2022 Filed on May 09, 2022
15,286
$3.47 - $6.11 $53K - $93.4K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2022 Filed on May 09, 2022
8,142
$31.42 - $36.91 $256K - $301K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
1,070
$196.12 - $227.39 $210K - $243K
FOCS
Focus Financial Partners Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
5,150
$43.07 - $61.16 $222K - $315K
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
1,223
$222.0 - $269.69 $272K - $330K
KKR
Kkr & Co. Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
2,900
$50.85 - $74.31 $147K - $215K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2022 Filed on May 09, 2022
1,584
$191.52 - $225.32 $303K - $357K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q1 2022 Filed on May 09, 2022
4,537
$59.52 - $67.43 $270K - $306K
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