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CIK: 0002012717
Total reported value
$1.7B
$1.7B
1003 檔
4.4%
The Q2 2024 SEC filing reveals that Triad Wealth Partners, LLC held a total portfolio value of $1.7B, covering 1003 public equity positions.
During Q2 2024, Triad Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1003 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 9.21% | -0.16% | +18.74% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 8.95% | -4.14% | +15.56% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.43% | +3.93% | +12.99% | |
| 4 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 6.65% | +0.01% | +18.31% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.54% | -0.07% | +17.51% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.05% | -0.01% | +19.15% | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.91% | -0.34% | +21.46% | |
| 8 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.26% | -0.01% | +20.83% | |
| 9 | IQLT | Ishares Msci International Q | ETF-Other | 3.16% | — | +18.27% | |
| 10 | SKOR | Flexshares Credit-scored US | ETF-Other | 2.49% | -0.03% | +18.90% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | +0.07% | +41.68% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.29% | +0.03% | +29.31% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.26% | -0.88% | -2.46% | |
| 14 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 1.87% | -0.07% | +20.40% | |
| 15 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 1.85% | -0.01% | +18.61% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.70% | — | +21.38% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.32% | +0.21% | +48.63% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.19% | +49.52% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.08% | +54.16% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.55% | +1523.21% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.16% | — | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.61% | -0.05% | -6.04% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.02% | +43.72% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | +0.29% | — | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.02% | +15.36% | |
| 26 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.53% | — | — | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.02% | +23.54% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.14% | +12.83% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.18% | +29.82% | |
| 30 | MZTI | Marzetti Company/the | Stock-Consumer Staples | 0.37% | -0.04% | EXIT | |
| 31 | KLAC | Kla CORP | Stock-Tech | 0.37% | -0.01% | +13.20% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | +0.01% | +78.45% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.08% | +50.12% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.28% | -0.04% | +130.28% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.28% | +0.10% | +14.69% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | — | +31.32% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.06% | +111.54% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.25% | +0.01% | +29.86% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.08% | +26.35% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.03% | +26.65% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.24% | -0.05% | — | |
| 42 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.23% | — | — | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.23% | -0.12% | +20.75% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.23% | -0.09% | +51.14% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.21% | +0.03% | — | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.21% | +0.03% | +2.20% | |
| 47 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.21% | — | — | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.20% | -0.06% | EXIT | |
| 49 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.20% | +0.02% | NEW | |
| 50 | INTU | Intuit Inc | Stock-Tech | 0.20% | -0.01% | +66.28% |
According to official SEC Form 13F filings, Triad Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 1003 disclosed positions in Q2 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 4.4% of total reported equity market value during Q2 2024.
During Q2 2024, Triad Wealth Partners, LLC's top holdings by market value included BND (9.2%)、FBND (8.9%)、VOO (8.4%). The largest single position, BND, represented 9.2% of total portfolio value.
In Q2 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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