Triad Wealth Partners, LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$321.7M

Holdings

212

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (212 positions)

#	Stock	Shares	Value	% Portfolio	Type
201	ACNACCENTURE PLC IRELAND	690	$215K	0.07%
202	CLOZSERIES PORTFOLIOS TR	8,057	$214K	0.07%
203	OKEONEOK INC NEW	2,151	$213K	0.07%
204	TLTISHARES TR	2,312	$210K	0.07%
205	SAICSCIENCE APPLICATIONS INTL CO	1,866	$209K	0.07%
206	AOCTINNOVATOR ETFS TRUST	8,353	$207K	0.06%
207	DFLVDIMENSIONAL ETF TRUST	6,745	$206K	0.06%
208	AVDEAMERICAN CENTY ETF TR	3,094	$205K	0.06%
209	AZNASTRAZENECA PLC	2,767	$203K	0.06%
210	BJULINNOVATOR ETFS TRUST	4,679	$202K	0.06%
211	T7DTRANSDIGM GROUP INC	146	$202K	0.06%
212	STLASTELLANTIS N.V	10,136	$114K	0.04%

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