Triad Wealth Partners, LLC Purchases in Q3 2025

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ALCC
Alt C Acquisition Corp.

Financial Services
361
+ 1.81%
N/A
20.3K $2.27B
JEPI
J P Morgan Exchange Traded Fd

ETFs
19.3K
+ 154.0%
$55.61 - $57.37 $1.07M - $1.11M
31.9K $1.82B
GLD
Spdr Gold Trust

ETFs
2.84K
+ 165.33%
$300.96 - $355.47 $855K - $1.01M
4.56K $1.62B
Dimensional ETF Trust
14.5K
+ 162.33%
N/A
23.4K $1.68B
META
Meta Platforms, Inc.

Communication Services
1.5K
+ 32.97%
$695.21 - $791.73 $1.04M - $1.19M
6.06K $4.45B
First Tr Exchng Traded Fd Vi
34.2K
New
N/A
34.2K $1.07B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
6.36K
New
$148.97 - $165.88 $947K - $1.05M
6.36K $1.05B
VTI
Vanguard Total Stock Market Et

ETFs
2.98K
+ 316.44%
$303.93 - $329.86 $907K - $984K
3.93K $1.29B
Exchange Listed Fds Tr
42.7K
New
N/A
42.7K $984M
Ishares Bitcoin Trust ETF
15K
New
N/A
15K $974M
Innovator Etfs Trust
25K
+ 89.25%
N/A
53.1K $1.83B
DGRO
Ishares Core Dividend Growth E

ETFs
13.4K
New
$64.12 - $68.08 $858K - $911K
13.4K $911M
DFIC
Dimensional ETF Tr Dimensional

ETFs
23.5K
+ 55.56%
$30.76 - $33.01 $723K - $776K
65.8K $2.16B
ET
Energy Transfer LP

Energy
46.9K
New
$17.11 - $18.16 $802K - $851K
46.9K $804M
ABBV
Abb Vie Inc.

Healthcare
2.12K
+ 40.64%
$184.85 - $231.54 $392K - $491K
7.34K $1.7B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26.1K
New
$26.38 - $27.95 $688K - $729K
26.1K $712M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.47K
+ 255.11%
$412.46 - $514.1 $607K - $757K
2.05K $1B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.09K
+ 1.0%
$72.65 - $78.68 $79.3K - $85.8K
110K $8.59B
FNDF
Schwab Fundamental Intl Large

ETFs
13.5K
+ 36.66%
$39.84 - $43.15 $539K - $584K
50.5K $2.17B
Innovator Etfs Trust
23.5K
+ 86.76%
N/A
50.5K $1.45B
JGRO
J P Morgan Exchange Traded Fd
4.91K
+ 16.84%
N/A
34.1K $3.19B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
9.67K
New
$64.14 - $69.37 $620K - $671K
9.67K $666M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.04K
New
$91.44 - $91.77 $643K - $646K
7.04K $646M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
6.88K
+ 20.57%
$64.75 - $69.05 $446K - $475K
40.4K $2.78B
XLK
Technology Sector Spdr

ETFs
1.98K
+ 191.03%
$250.97 - $282.66 $497K - $560K
3.02K $851M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.2K
+ 261.06%
$52.12 - $55.33 $532K - $565K
14.1K $781M
WMT
Walmart Inc.

Consumer Defensive
4.92K
+ 39.36%
$94.4 - $104.27 $464K - $513K
17.4K $1.79B
AMAT
Applied Materials Inc

Technology
2.79K
New
$156.25 - $204.95 $435K - $571K
2.79K $571M
Invesco Actively Managed Exc
10.5K
New
N/A
10.5K $552M
Innovator Etfs Trust
19.8K
+ 87.08%
N/A
42.6K $1.13B
Blackrock ETF Trust
14.8K
+ 40.74%
N/A
51.1K $1.62B
PLTR
Palantir Technologies Inc.

Technology
2.15K
+ 77.05%
$130.68 - $186.97 $281K - $402K
4.95K $902M
XLF
Financial Sector Spdr

ETFs
9.56K
New
$51.37 - $54.25 $491K - $519K
9.56K $515M
Blackrock ETF Trust Ii
8.45K
+ 5.36%
N/A
166K $8.84B
IOCT
Innovator Etfs Tr Intl Dev Pow
14.2K
+ 73.02%
N/A
33.6K $1.15B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
11.4K
New
$43.36 - $44.8 $493K - $509K
11.4K $505M
IJAN
Innovator Etfs Tr Intl Dev Pwr
13.7K
+ 69.67%
N/A
33.4K $1.17B
IAPR
Innovator Etfs Tr Internationa

ETFs
16K
+ 74.48%
$28.99 - $30.05 $465K - $482K
37.6K $1.13B
VO
Vanguard Mid Cap ETF

ETFs
1.69K
New
$279.83 - $293.74 $473K - $496K
1.69K $496M
CCL
Carnival Corp

Consumer Cyclical
17.1K
New
$28.37 - $32.49 $485K - $556K
17.1K $495M
IJUL
Innovator Etfs Tr

ETFs
14.5K
+ 62.87%
$31.5 - $32.72 $457K - $475K
37.6K $1.23B
Dimensional ETF Trust
8.84K
New
N/A
8.84K $490M
JPM
Jpmorgan Chase & CO

Financial Services
774
+ 8.09%
$282.78 - $316.06 $219K - $245K
10.3K $3.26B
LVHD
Franklin U.S. Low Volatility H

ETFs
10.3K
+ 39.21%
$39.89 - $41.55 $413K - $430K
36.7K $1.52B
XDSQ
Innovator Etfs Tr Us Equity Ac
10.6K
+ 100.78%
$37.5 - $39.86 $397K - $422K
21.1K $842M
DFSD
Dimensional ETF Tr Short Durat

ETFs
9.29K
New
$47.86 - $48.43 $445K - $450K
9.29K $448M
VTV
Vanguard Value ETF

ETFs
2.26K
+ 98.26%
$175.51 - $186.57 $397K - $422K
4.57K $851M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.28K
+ 141.56%
N/A
7.3K $724M
UNH
Unitedhealth Group Inc

Healthcare
1.01K
+ 38.79%
$237.77 - $353.61 $239K - $355K
3.6K $1.24B
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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