Triad Wealth Partners, LLC Q2 2025 Filing
Filed July 21, 2025
Portfolio Value
$495.1B
Holdings
289
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (289 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | TRUTRANSUNION | 3,780 | $332.7M | 0.07% | |
| 202 | CMCSACOMCAST CORP NEW | 9,159 | $326.9M | 0.07% | |
| 203 | PSTGPURE STORAGE INC | 5,677 | $326.9M | 0.07% | |
| 204 | IWMISHARES TR | 1,507 | $325.2M | 0.07% | |
| 205 | WELLWELLTOWER INC | 2,099 | $322.7M | 0.07% | |
| 206 | DDOMINION ENERGY INC | 5,686 | $321.4M | 0.06% | |
| 207 | LDOSLEIDOS HOLDINGS INC | 2,025 | $319.5M | 0.06% | |
| 208 | GLDMWORLD GOLD TR | 4,863 | $318.6M | 0.06% | |
| 209 | XLGINVESCO EXCHANGE TRADED FD T | 6,067 | $316.1M | 0.06% | |
| 210 | LYVLIVE NATION ENTERTAINMENT IN | 2,072 | $313.5M | 0.06% | |
| 211 | CPRTCOPART INC | 6,371 | $312.6M | 0.06% | |
| 212 | JAAAJANUS DETROIT STR TR | 6,141 | $311.7M | 0.06% | |
| 213 | BAMGNORTHERN LTS FD TR IV | 8,563 | $310.7M | 0.06% | |
| 214 | XDQQINNOVATOR ETFS TRUST | 8,830 | $308.3M | 0.06% | |
| 215 | JMBSJANUS DETROIT STR TR | 6,716 | $302.6M | 0.06% | |
| 216 | EVRGEVERGY INC | 4,389 | $302.5M | 0.06% | |
| 217 | MRKMERCK & CO INC | 3,771 | $298.5M | 0.06% | |
| 218 | IWDISHARES TR | 1,536 | $298.3M | 0.06% | |
| 219 | LRCXLAM RESEARCH CORP | 3,038 | $295.8M | 0.06% | |
| 220 | CRWDCROWDSTRIKE HLDGS INC | 577 | $293.9M | 0.06% | |
| 221 | DFEVDIMENSIONAL ETF TRUST | 9,790 | $293.6M | 0.06% | |
| 222 | VTVANGUARD INTL EQUITY INDEX F | 2,281 | $293.1M | 0.06% | |
| 223 | PANWPALO ALTO NETWORKS INC | 1,409 | $288.3M | 0.06% | |
| 224 | VTIVANGUARD INDEX FDS | 943 | $286.6M | 0.06% | |
| 225 | JVALJ P MORGAN EXCHANGE TRADED F | 6,447 | $285.2M | 0.06% | |
| 226 | BAMVNORTHERN LTS FD TR IV | 8,929 | $283.9M | 0.06% | |
| 227 | MOATVANECK ETF TRUST | 3,022 | $283.4M | 0.06% | |
| 228 | BKLNINVESCO EXCH TRADED FD TR II | 13,427 | $280.9M | 0.06% | |
| 229 | CGGRCAPITAL GROUP GROWTH ETF | 6,831 | $277.7M | 0.06% | |
| 230 | UAPRINNOVATOR ETFS TRUST | 8,839 | $276.7M | 0.06% | |
| 231 | BABOEING CO | 1,311 | $274.7M | 0.06% | |
| 232 | DELLDELL TECHNOLOGIES INC | 2,227 | $273.0M | 0.06% | |
| 233 | MNSTMONSTER BEVERAGE CORP NEW | 4,294 | $269.0M | 0.05% | |
| 234 | DFIVDIMENSIONAL ETF TRUST | 6,240 | $267.3M | 0.05% | |
| 235 | NEENEXTERA ENERGY INC | 3,841 | $266.6M | 0.05% | |
| 236 | XLKSELECT SECTOR SPDR TR | 1,037 | $262.6M | 0.05% | |
| 237 | BAMDNORTHERN LTS FD TR IV | 8,487 | $262.2M | 0.05% | |
| 238 | CAHCARDINAL HEALTH INC | 1,553 | $260.9M | 0.05% | |
| 239 | TYLTYLER TECHNOLOGIES INC | 440 | $260.9M | 0.05% | |
| 240 | DUKDUKE ENERGY CORP NEW | 2,190 | $258.4M | 0.05% | |
| 241 | ADBEADOBE INC | 665 | $257.3M | 0.05% | |
| 242 | UJANINNOVATOR ETFS TRUST | 6,280 | $254.0M | 0.05% | |
| 243 | APOAPOLLO GLOBAL MGMT INC | 1,789 | $253.7M | 0.05% | |
| 244 | GEGE AEROSPACE | 985 | $253.5M | 0.05% | |
| 245 | JCIJOHNSON CTLS INTL PLC | 2,385 | $251.9M | 0.05% | |
| 246 | DISVDIMENSIONAL ETF TRUST | 7,598 | $250.0M | 0.05% | |
| 247 | SPGSIMON PPTY GROUP INC NEW | 1,538 | $247.2M | 0.05% | |
| 248 | WFCWELLS FARGO CO NEW | 3,072 | $246.1M | 0.05% | |
| 249 | VYMVANGUARD WHITEHALL FDS | 1,831 | $244.1M | 0.05% | |
| 250 | MDTMEDTRONIC PLC | 2,773 | $241.7M | 0.05% | |
| 251 | XLUSELECT SECTOR SPDR TR | 2,934 | $239.6M | 0.05% | |
| 252 | AZNASTRAZENECA PLC | 3,418 | $238.8M | 0.05% | |
| 253 | GSGOLDMAN SACHS GROUP INC | 333 | $236.0M | 0.05% | |
| 254 | VEEVVEEVA SYS INC | 817 | $235.3M | 0.05% | |
| 255 | UJULINNOVATOR ETFS TRUST | 6,319 | $232.5M | 0.05% | |
| 256 | AMDADVANCED MICRO DEVICES INC | 1,635 | $232.0M | 0.05% | |
| 257 | DISDISNEY WALT CO | 1,848 | $229.2M | 0.05% | |
| 258 | ADPAUTOMATIC DATA PROCESSING IN | 741 | $228.5M | 0.05% | |
| 259 | CLSCELESTICA INC | 1,462 | $228.2M | 0.05% | |
| 260 | ACNACCENTURE PLC IRELAND | 761 | $227.5M | 0.05% | |
| 261 | DIHPDIMENSIONAL ETF TRUST | 7,675 | $226.3M | 0.05% | |
| 262 | BAMANORTHERN LTS FD TR IV | 7,068 | $225.7M | 0.05% | |
| 263 | EDCONSOLIDATED EDISON INC | 2,220 | $222.7M | 0.04% | |
| 264 | UOCTINNOVATOR ETFS TRUST | 6,054 | $222.7M | 0.04% | |
| 265 | BAMONORTHERN LTS FD TR IV | 7,129 | $222.4M | 0.04% | |
| 266 | SUSLISHARES TR | 2,050 | $222.1M | 0.04% | |
| 267 | SCCOSOUTHERN COPPER CORP | 2,188 | $221.4M | 0.04% | |
| 268 | BJULINNOVATOR ETFS TRUST | 4,679 | $220.5M | 0.04% | |
| 269 | T7DTRANSDIGM GROUP INC | 143 | $217.5M | 0.04% | |
| 270 | SHYMBLACKROCK ETF TRUST II | 9,668 | $215.7M | 0.04% | |
| 271 | VBVANGUARD INDEX FDS | 907 | $214.9M | 0.04% | |
| 272 | PNOVINNOVATOR ETFS TRUST | 5,411 | $213.8M | 0.04% | |
| 273 | PFEPFIZER INC | 8,764 | $212.4M | 0.04% | |
| 274 | MLMMARTIN MARIETTA MATLS INC | 386 | $211.8M | 0.04% | |
| 275 | SAICSCIENCE APPLICATIONS INTL CO | 1,875 | $211.1M | 0.04% | |
| 276 | VGTVANGUARD WORLD FD | 318 | $210.9M | 0.04% | |
| 277 | EEMISHARES TR | 4,364 | $210.5M | 0.04% | |
| 278 | CATCATERPILLAR INC | 539 | $209.2M | 0.04% | |
| 279 | DFAEDIMENSIONAL ETF TRUST | 7,185 | $208.0M | 0.04% | |
| 280 | XDECFIRST TR EXCHNG TRADED FD VI | 5,330 | $207.0M | 0.04% | |
| 281 | FERGFERGUSON ENTERPRISES INC | 949 | $206.6M | 0.04% | |
| 282 | APGAPI GROUP CORP | 4,044 | $206.4M | 0.04% | |
| 283 | TXNTEXAS INSTRS INC | 993 | $206.1M | 0.04% | |
| 284 | AMGNAMGEN INC | 738 | $206.1M | 0.04% | |
| 285 | GILDGILEAD SCIENCES INC | 1,847 | $204.8M | 0.04% | |
| 286 | SPYVSPDR SERIES TRUST | 3,911 | $204.7M | 0.04% | |
| 287 | CLOZSERIES PORTFOLIOS TR | 7,584 | $202.8M | 0.04% | |
| 288 | APHAMPHENOL CORP NEW | 2,034 | $200.9M | 0.04% | |
| 289 | STLASTELLANTIS N.V | 10,145 | $101.8M | 0.02% |
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