Triad Wealth Partners, LLC Incresed Positions in Q3 2025

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
3.06K
+ 10.92%
N/A
31.1K $2.11B
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
7.72K
+ 122.2%
$36.71 - $38.11 $283K - $294K
14K $535M
PFE
Pfizer Inc

Healthcare
11.3K
+ 129.12%
$23.29 - $25.88 $264K - $293K
20.1K $512M
MCD
Mcdonalds Corp

Consumer Cyclical
899
+ 43.9%
$291.67 - $316.99 $262K - $285K
2.95K $896M
Innovator Etfs Trust
10.8K
+ 71.18%
N/A
26.1K $684M
Blackrock ETF Trust Ii
5.55K
+ 28.66%
N/A
24.9K $1.29B
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
6.58K
+ 104.82%
$40.37 - $42.12 $266K - $277K
12.9K $542M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
7.13K
+ 117.69%
$36.83 - $38.43 $262K - $274K
13.2K $506M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
8.6K
+ 97.25%
$31.28 - $32.14 $269K - $276K
17.4K $560M
IEFA
Ishares Tr

ETFs
2.95K
+ 49.85%
$81.7 - $87.53 $241K - $259K
8.88K $775M
KLAC
Kla Corp

Technology
48
+ 4.01%
$843.9 - $1078.6 $40.5K - $51.8K
1.25K $1.34B
SPG
Simon Property Group Inc

Real Estate
1.21K
+ 78.8%
$159.93 - $187.67 $194K - $227K
2.75K $516M
FDL
First Tr Morningstar Dividend

ETFs
5.65K
+ 36.85%
$41.96 - $44.59 $237K - $252K
21K $911M
IEF
Ishares Barclays

ETFs
2.72K
+ 44.84%
$93.91 - $97.26 $256K - $265K
8.79K $848M
ABT
Abbott Laboratories

Healthcare
2.09K
+ 28.84%
$120.51 - $136.62 $252K - $286K
9.34K $1.25B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
617
+ 38.81%
$224.68 - $282.71 $139K - $174K
2.21K $616M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
5.9K
+ 110.6%
$38.8 - $40.1 $229K - $236K
11.2K $450M
SKOR
Flexshares Tr Credit Scored Us

ETFs
4.56K
+ 32.77%
$48.34 - $49.39 $220K - $225K
18.5K $909M
DFSV
Dimensional ETF Tr Dimensional

ETFs
4.25K
+ 10.69%
$29.2 - $32.74 $124K - $139K
43.9K $1.4B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.24K
+ 28.26%
$49.43 - $54.52 $160K - $176K
14.7K $796M
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.33K
+ 7.95%
$47.03 - $47.97 $204K - $208K
58.8K $2.81B
NFLX
Netflix Inc

Communication Services
220
+ 79.14%
$1147.87 - $1297.18 $253K - $285K
498 $597M
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.62K
+ 23.03%
$35.76 - $37.93 $165K - $175K
24.7K $932M
MS
Morgan Stanley

Financial Services
579
+ 8.67%
$139.09 - $161.16 $80.5K - $93.3K
7.26K $1.15B
SUB
Ishares Short Term National Mu

ETFs
1.97K
+ 33.06%
$106.17 - $107.3 $209K - $211K
7.93K $846M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.19K
+ 49.57%
$85.01 - $90.35 $186K - $198K
6.61K $591M
LMT
Lockheed Martin Corp

Industrials
226
+ 9.49%
$410.74 - $499.21 $92.8K - $113K
2.61K $1.3B
Lam Research Corp
604
+ 19.88%
N/A
3.64K $488M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.63K
+ 6.36%
$97.75 - $100.75 $159K - $164K
27.2K $2.73B
IBM
International Business Machines Corp

Technology
770
+ 35.06%
$234.77 - $292.47 $181K - $225K
2.97K $837M
ETN
Eaton Corp PLC

Industrials
374
+ 14.62%
$342.99 - $392.76 $128K - $147K
2.93K $1.1B
SPYI
Shp ETF Tr Neos S&P 500 High I
3.2K
+ 41.04%
N/A
11K $574M
LHX
L3 Harris Technologies, Inc.

Industrials
205
+ 9.41%
$252.18 - $305.41 $51.7K - $62.6K
2.38K $728M
SPYG
Spdr Portfolio

ETFs
1.13K
+ 22.06%
$94.33 - $105.31 $107K - $119K
6.27K $656M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.06K
+ 57.95%
$132.9 - $142.03 $141K - $151K
2.89K $408M
CAT
Caterpillar Inc

Industrials
234
+ 43.41%
$390.92 - $477.15 $91.5K - $112K
773 $369M
BBUS
J P Morgan Exchg Traded Fd

ETFs
532
+ 4.9%
$111.77 - $121.28 $59.5K - $64.5K
11.4K $1.38B
PSTG
Pure Storage, Inc.

Technology
101
+ 1.78%
$54.47 - $88.29 $5.5K - $8.92K
5.78K $484M
IXUS
Ishares Tr

ETFs
1.4K
+ 22.31%
$76.35 - $82.58 $107K - $116K
7.68K $634M
IWM
Ishares Russell 2000 ETF

ETFs
430
+ 28.53%
$214.92 - $244.84 $92.4K - $105K
1.94K $469M
MO
Altria Group, Inc.

Consumer Defensive
966
+ 9.83%
$57.75 - $67.68 $55.8K - $65.4K
10.8K $713M
CSCO
Cisco Systems, Inc.

Technology
2.02K
+ 25.71%
$66.2 - $71.79 $134K - $145K
9.87K $675M
PG
Procter & Gamble CO

Consumer Defensive
1.07K
+ 16.17%
$150.47 - $161.22 $161K - $173K
7.69K $1.18B
SO
Southern CO

Utilities
1.01K
+ 10.15%
$90.83 - $96.0 $91.3K - $96.5K
10.9K $1.03B
DFUS
Dimensional ETF Tr U S Equity

ETFs
378
+ 2.14%
$67.01 - $72.84 $25.3K - $27.5K
18K $1.3B
CG
Carlyle Group Inc.

Financial Services
650
+ 9.28%
$52.82 - $69.35 $34.3K - $45.1K
7.66K $480M
Dimensional ETF Trust
1.87K
+ 13.74%
N/A
15.5K $859M
VB
Vanguard Small Cap ETF

ETFs
402
+ 44.32%
$237.58 - $259.17 $95.5K - $104K
1.31K $333M
BX
Blackstone Inc.

Financial Services
328
+ 11.38%
$152.77 - $188.68 $50.1K - $61.9K
3.21K $549M
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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