Triad Wealth Partners, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$321.7B
Holdings
212
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (212 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DDTOINNOVATOR ETFS TRUST | 14,676 | $525.7M | 0.16% | |
| 102 | QCOMQUALCOMM INC | 3,338 | $512.8M | 0.16% | |
| 103 | PEPPEPSICO INC | 3,375 | $506.1M | 0.16% | |
| 104 | MCDMCDONALDS CORP | 1,614 | $504.3M | 0.16% | |
| 105 | BLKBLACKROCK INC | 531 | $502.6M | 0.16% | |
| 106 | JAJLINNOVATOR ETFS TRUST | 18,120 | $492.3M | 0.15% | |
| 107 | BALIBLACKROCK ETF TRUST | 16,954 | $488.1M | 0.15% | |
| 108 | RSPINVESCO EXCHANGE TRADED FD T | 2,764 | $478.8M | 0.15% | |
| 109 | IEFISHARES TR | 4,974 | $474.4M | 0.15% | |
| 110 | INTUINTUIT | 759 | $465.9M | 0.14% | |
| 111 | IJRISHARES TR | 4,402 | $460.3M | 0.14% | |
| 112 | CRMSALESFORCE INC | 1,715 | $460.2M | 0.14% | |
| 113 | CSCOCISCO SYS INC | 7,331 | $452.4M | 0.14% | |
| 114 | ORLYOREILLY AUTOMOTIVE INC | 313 | $448.4M | 0.14% | |
| 115 | EALTINNOVATOR ETFS TRUST | 14,210 | $436.9M | 0.14% | |
| 116 | FTSMFIRST TR EXCHANGE-TRADED FD | 7,289 | $436.2M | 0.14% | |
| 117 | CLOABLACKROCK ETF TRUST II | 8,303 | $429.9M | 0.13% | |
| 118 | NOWSERVICENOW INC | 529 | $421.2M | 0.13% | |
| 119 | CPRTCOPART INC | 7,241 | $409.8M | 0.13% | |
| 120 | DFATDIMENSIONAL ETF TRUST | 7,957 | $409.7M | 0.13% | |
| 121 | JEPIJ P MORGAN EXCHANGE TRADED F | 7,117 | $406.7M | 0.13% | |
| 122 | DFGPDIMENSIONAL ETF TRUST | 7,467 | $399.0M | 0.12% | |
| 123 | IWNISHARES TR | 2,640 | $398.6M | 0.12% | |
| 124 | SUBISHARES TR | 3,758 | $396.8M | 0.12% | |
| 125 | IJULINNOVATOR ETFS TRUST | 13,579 | $395.4M | 0.12% | |
| 126 | SCHXSCHWAB STRATEGIC TR | 17,663 | $390.0M | 0.12% | |
| 127 | ZNOVINNOVATOR ETFS TRUST | 15,271 | $382.6M | 0.12% | |
| 128 | PEGPUBLIC SVC ENTERPRISE GRP IN | 4,630 | $381.0M | 0.12% | |
| 129 | LOWLOWES COS INC | 1,632 | $380.7M | 0.12% | |
| 130 | APDAIR PRODS & CHEMS INC | 1,287 | $379.6M | 0.12% | |
| 131 | VWOVANGUARD INTL EQUITY INDEX F | 8,323 | $376.7M | 0.12% | |
| 132 | IWFISHARES TR | 1,042 | $376.4M | 0.12% | |
| 133 | BXBLACKSTONE INC | 2,686 | $375.4M | 0.12% | |
| 134 | VUGVANGUARD INDEX FDS | 987 | $366.1M | 0.11% | |
| 135 | CMGCHIPOTLE MEXICAN GRILL INC | 7,283 | $365.7M | 0.11% | |
| 136 | MDPLNORTHERN LTS FD TR IV | 14,142 | $357.6M | 0.11% | |
| 137 | UNPUNION PAC CORP | 1,504 | $355.3M | 0.11% | |
| 138 | MRKMERCK & CO INC | 3,932 | $352.9M | 0.11% | |
| 139 | IJANINNOVATOR ETFS TRUST | 11,013 | $352.1M | 0.11% | |
| 140 | PSEPINNOVATOR ETFS TRUST | 9,077 | $348.6M | 0.11% | |
| 141 | 4I1PHILIP MORRIS INTL INC | 2,195 | $348.4M | 0.11% | |
| 142 | AQLTISHARES TR | 2,545 | $341.8M | 0.11% | |
| 143 | CMECME GROUP INC | 1,285 | $340.9M | 0.11% | |
| 144 | FNDFSCHWAB STRATEGIC TR | 9,378 | $338.9M | 0.11% | |
| 145 | ORCLORACLE CORP | 2,408 | $336.7M | 0.10% | |
| 146 | JBNDJ P MORGAN EXCHANGE TRADED F | 6,208 | $332.3M | 0.10% | |
| 147 | SPYGSPDR SER TR | 4,092 | $328.9M | 0.10% | |
| 148 | WELLWELLTOWER INC | 2,132 | $326.6M | 0.10% | |
| 149 | CGCARLYLE GROUP INC | 7,426 | $323.7M | 0.10% | |
| 150 | JAAAJANUS DETROIT STR TR | 6,341 | $321.6M | 0.10% | |
| 151 | UBERUBER TECHNOLOGIES INC | 4,413 | $321.5M | 0.10% | |
| 152 | IOCTINNOVATOR ETFS TRUST | 10,385 | $318.3M | 0.10% | |
| 153 | BAMBNORTHERN LTS FD TR IV | 12,106 | $317.1M | 0.10% | |
| 154 | BUFRFIRST TR EXCHNG TRADED FD VI | 10,641 | $315.9M | 0.10% | |
| 155 | IAPRINNOVATOR ETFS TRUST | 11,354 | $312.7M | 0.10% | |
| 156 | DUHPDIMENSIONAL ETF TRUST | 9,362 | $310.3M | 0.10% | |
| 157 | LYVLIVE NATION ENTERTAINMENT IN | 2,353 | $307.3M | 0.10% | |
| 158 | LRCXLAM RESEARCH CORP | 4,200 | $305.3M | 0.09% | |
| 159 | IDXXIDEXX LABS INC | 723 | $303.6M | 0.09% | |
| 160 | IXUSISHARES TR | 4,298 | $300.1M | 0.09% | |
| 161 | IWOISHARES TR | 1,171 | $299.3M | 0.09% | |
| 162 | DUKDUKE ENERGY CORP NEW | 2,431 | $296.5M | 0.09% | |
| 163 | BKLNINVESCO EXCH TRADED FD TR II | 14,114 | $292.2M | 0.09% | |
| 164 | EVRGEVERGY INC | 4,230 | $291.7M | 0.09% | |
| 165 | LINLINDE PLC | 626 | $291.4M | 0.09% | |
| 166 | CMCSACOMCAST CORP NEW | 7,885 | $291.0M | 0.09% | |
| 167 | LDOSLEIDOS HOLDINGS INC | 2,151 | $290.3M | 0.09% | |
| 168 | IWDISHARES TR | 1,536 | $289.0M | 0.09% | |
| 169 | TRUTRANSUNION | 3,451 | $286.4M | 0.09% | |
| 170 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,716 | $284.9M | 0.09% | |
| 171 | DDOMINION ENERGY INC | 5,030 | $282.0M | 0.09% | |
| 172 | MDTMEDTRONIC PLC | 3,135 | $281.7M | 0.09% | |
| 173 | XLGINVESCO EXCHANGE TRADED FD T | 6,111 | $281.2M | 0.09% | |
| 174 | PANWPALO ALTO NETWORKS INC | 1,625 | $277.3M | 0.09% | |
| 175 | SPYSPDR S&P 500 ETF TR | 484 | $270.5M | 0.08% | |
| 176 | AG8AGILENT TECHNOLOGIES INC | 2,153 | $251.9M | 0.08% | |
| 177 | PSTGPURE STORAGE INC | 5,648 | $250.0M | 0.08% | |
| 178 | ADBEADOBE INC | 651 | $249.7M | 0.08% | |
| 179 | SPEMSPDR INDEX SHS FDS | 6,262 | $246.5M | 0.08% | |
| 180 | SHYISHARES TR | 2,970 | $245.7M | 0.08% | |
| 181 | BUFDFIRST TR EXCHNG TRADED FD VI | 9,810 | $244.8M | 0.08% | |
| 182 | NEENEXTERA ENERGY INC | 3,447 | $244.4M | 0.08% | |
| 183 | VTEBVANGUARD MUN BD FDS | 4,884 | $242.3M | 0.08% | |
| 184 | SPYVSPDR SER TR | 4,734 | $241.8M | 0.08% | |
| 185 | EDCONSOLIDATED EDISON INC | 2,162 | $239.0M | 0.07% | |
| 186 | CAHCARDINAL HEALTH INC | 1,671 | $230.2M | 0.07% | |
| 187 | EJANINNOVATOR ETFS TRUST | 7,544 | $228.1M | 0.07% | |
| 188 | TDSCEXCHANGE LISTED FDS TR | 9,114 | $226.3M | 0.07% | |
| 189 | EJULINNOVATOR ETFS TRUST | 8,949 | $226.1M | 0.07% | |
| 190 | BAMVNORTHERN LTS FD TR IV | 7,233 | $225.8M | 0.07% | |
| 191 | DDOGDATADOG INC | 2,238 | $222.0M | 0.07% | |
| 192 | BAMGNORTHERN LTS FD TR IV | 6,929 | $221.2M | 0.07% | |
| 193 | IBMINTERNATIONAL BUSINESS MACHS | 886 | $220.4M | 0.07% | |
| 194 | BAMDNORTHERN LTS FD TR IV | 6,823 | $220.2M | 0.07% | |
| 195 | SHYMBLACKROCK ETF TRUST II | 9,668 | $219.2M | 0.07% | |
| 196 | SPGSIMON PPTY GROUP INC NEW | 1,319 | $219.0M | 0.07% | |
| 197 | AQLTISHARES TR | 2,885 | $218.3M | 0.07% | |
| 198 | VEEVVEEVA SYS INC | 939 | $217.5M | 0.07% | |
| 199 | BMYBRISTOL-MYERS SQUIBB CO | 3,547 | $216.3M | 0.07% | |
| 200 | SCCOSOUTHERN COPPER CORP | 2,305 | $215.4M | 0.07% |