Triad Wealth Partners, LLC Portfolio Holdings by Sector

Triad Wealth Partners, LLC

$277 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO JCPB IVW FBND QUAL DYNF IVE MBB 72 stocks	$202 Million 76.43% of portfolio	56	16	38	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM TXN TSM AMD 6 stocks	$7.07 Million 2.67% of portfolio	6	-	5	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE PANW ORCL 4 stocks	$6.86 Million 2.6% of portfolio	4	-	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5.89 Million 2.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$5.06 Million 1.92% of portfolio	3	-	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3.54 Million 1.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY JNJ MRK 4 stocks	$2.28 Million 0.86% of portfolio	4	-	4	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$2.25 Million 0.85% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Application \| Technology CRM NOW INTU UBER 4 stocks	$1.86 Million 0.71% of portfolio	4	-	4	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO PEG EVRG NEE DUK 5 stocks	$1.83 Million 0.69% of portfolio	5	-	5	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$1.69 Million 0.64% of portfolio	2	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT LHX 2 stocks	$1.54 Million 0.58% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$1.53 Million 0.58% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.42 Million 0.54% of portfolio	2	-	2	-	0 Calls 0 Puts
Asset Management \| Financial Services BX CG APO 3 stocks	$1.23 Million 0.47% of portfolio	3	-	3	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T CMCSA 3 stocks	$1.22 Million 0.46% of portfolio	3	-	2	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP MNST 3 stocks	$1.21 Million 0.46% of portfolio	3	-	3	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1.2 Million 0.45% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$934,368 0.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN LDOS SAIC 3 stocks	$912,058 0.35% of portfolio	3	-	3	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS 1 stocks	$857,536 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$833,566 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC 1 stocks	$793,321 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$771,929 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG MCD 2 stocks	$683,951 0.26% of portfolio	2	-	2	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$660,205 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive LANC 1 stocks	$650,029 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials R 1 stocks	$643,283 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$548,948 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC 1 stocks	$463,092 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$435,149 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT ABT 2 stocks	$422,019 0.16% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$395,035 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$386,923 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$378,407 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$345,068 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$313,783 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services LYV 1 stocks	$311,578 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$310,770 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$300,302 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$290,984 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$282,835 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$274,998 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare A 1 stocks	$255,722 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$243,755 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$241,076 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy OKE 1 stocks	$234,633 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$211,723 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$201,318 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts

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Triad Wealth Partners, LLC Portfolio Holdings by Sector

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