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CIK: 0002012717
Total reported value
$1.7B
$1.7B
59 檔
3.7%
At the close of Q1 2024, Triad Wealth Partners, LLC disclosed equity holdings valued at approximately $1.7B, spread across 59 reported holdings.
During Q1 2024, Triad Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 11.44% | -0.16% | — | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 11.43% | -4.14% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.50% | +3.93% | — | |
| 4 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 8.66% | +0.01% | — | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.74% | -0.07% | — | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.16% | -0.01% | — | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 4.75% | -0.34% | — | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 3.97% | — | — | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.97% | -0.01% | — | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.26% | -0.88% | — | |
| 11 | SKOR | Flexshares Credit-scored US | ETF-Other | 3.09% | -0.03% | — | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.63% | +0.03% | — | |
| 13 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 2.36% | -0.01% | — | |
| 14 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 2.29% | -0.07% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.26% | +0.07% | — | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.13% | — | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.06% | +0.21% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.08% | — | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.97% | -0.05% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.19% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.55% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.02% | — | |
| 23 | MZTI | Marzetti Company/the | Stock-Consumer Staples | 0.59% | -0.04% | EXIT | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.02% | — | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.02% | — | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.18% | — | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.14% | — | |
| 28 | KLAC | Kla CORP | Stock-Tech | 0.40% | -0.01% | — | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.10% | — | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | — | — | |
| 31 | DMBS | Doubleline Mortgage ETF | ETF-Other | 0.33% | — | — | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | +0.01% | — | |
| 33 | MS | Morgan Stanley | Stock-Financials | 0.29% | +0.03% | — | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.12% | — | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.28% | +0.01% | — | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.08% | — | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | -0.03% | — | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.26% | -0.06% | EXIT | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | -0.01% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.08% | — | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.24% | -0.02% | — | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.23% | -0.04% | — | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.02% | — | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.22% | -0.09% | — | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.22% | — | — | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.21% | +0.01% | — | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.21% | +0.03% | — | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.20% | +0.02% | — | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.19% | — | — | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.18% | -0.04% | — |
According to official SEC Form 13F filings, Triad Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 59 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BND, FBND, VOO) accounted for 3.7% of total reported equity market value during Q1 2024.
During Q1 2024, Triad Wealth Partners, LLC's top holdings by market value included BND (11.4%)、FBND (11.4%)、VOO (10.5%). The largest single position, BND, represented 11.4% of total portfolio value.
In Q1 2024, Triad Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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