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CIK: 0002012717
Total reported value
$1.7B
$1.7B
173 檔
4.8%
At the close of Q4 2024, Triad Wealth Partners, LLC disclosed equity holdings valued at approximately $1.7B, spread across 173 reported holdings.
During Q4 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 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.28% | +3.93% | +10.46% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 6.80% | -0.34% | +54.09% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.67% | +1.47% | +148.76% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.67% | -4.14% | -10.99% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.77% | -0.04% | +114.68% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.43% | +0.47% | +1019.12% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.36% | -0.03% | +138.85% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 2.89% | -1.54% | +74.13% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.79% | -0.07% | +163.63% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.67% | -0.85% | +148.25% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | +0.07% | +24.75% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.13% | +0.21% | +25.22% | |
| 13 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.83% | -0.44% | +96.59% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.59% | -0.01% | +132.30% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.54% | +0.02% | +111.83% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.53% | -0.16% | -65.17% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | -0.88% | -40.05% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | +0.08% | +23.98% | |
| 19 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.26% | +0.01% | -73.79% | |
| 20 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.21% | -0.07% | -57.80% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | +0.55% | +21.66% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.13% | +0.03% | +84.55% | |
| 23 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.12% | -0.20% | — | |
| 24 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 1.06% | -0.07% | +7.76% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.04% | -0.15% | EXIT | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.02% | — | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.80% | -0.01% | -63.09% | |
| 28 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 0.79% | -0.08% | — | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.78% | +0.29% | +3.92% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.78% | +0.17% | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.08% | — | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.67% | — | +66.93% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.19% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.02% | — | |
| 35 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.64% | -3.42% | +141.65% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.63% | -1.64% | +171.61% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.16% | — | |
| 38 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.62% | -0.08% | — | |
| 39 | IAU | Ishares Gold Trust | ETF-Commodities | 0.58% | -0.13% | — | |
| 40 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.51% | -0.01% | -68.06% | |
| 41 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.48% | -0.01% | -50.93% | |
| 42 | IQLT | Ishares Msci International Q | ETF-Other | 0.48% | — | -67.62% | |
| 43 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.44% | +0.01% | NEW | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.14% | — | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.02% | — | |
| 46 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.43% | -0.05% | — | |
| 47 | SKOR | Flexshares Credit-scored US | ETF-Other | 0.41% | -0.03% | -66.63% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | +0.41% | — | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.40% | -0.04% | — | |
| 50 | IFRA | Ishares US Infrastructure | ETF-Other | 0.39% | — | — |
According to official SEC Form 13F filings, Triad Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 173 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, JCPB, IVW) accounted for 4.8% of total reported equity market value during Q4 2024.
During Q4 2024, Triad Wealth Partners, LLC's top holdings by market value included VOO (7.3%)、JCPB (6.8%)、IVW (5.7%). The largest single position, VOO, represented 7.3% of total portfolio value.
In Q4 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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