Triad Wealth Partners, LLC Q4 2024 Filing
Filed February 6, 2025
Portfolio Value
$276.9B
Holdings
173
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (173 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BRK/BBERKSHIRE HATHAWAY INC DEL | 960 | $435.1M | 0.16% | |
| 102 | VUGVANGUARD INDEX FDS | 1,057 | $433.8M | 0.16% | |
| 103 | LHXL3HARRIS TECHNOLOGIES INC | 2,022 | $425.2M | 0.15% | |
| 104 | IWFISHARES TR | 1,052 | $422.6M | 0.15% | |
| 105 | DFACDIMENSIONAL ETF TRUST | 12,146 | $420.1M | 0.15% | |
| 106 | CGCARLYLE GROUP INC | 8,265 | $417.3M | 0.15% | |
| 107 | IWNISHARES TR | 2,515 | $412.9M | 0.15% | |
| 108 | ONEYSPDR SER TR | 3,705 | $403.3M | 0.15% | |
| 109 | CMGCHIPOTLE MEXICAN GRILL INC | 6,684 | $403.0M | 0.15% | |
| 110 | ACNACCENTURE PLC IRELAND | 1,124 | $395.4M | 0.14% | |
| 111 | APDAIR PRODS & CHEMS INC | 1,362 | $395.0M | 0.14% | |
| 112 | HYGWISHARES TR | 12,230 | $388.6M | 0.14% | |
| 113 | PEGPUBLIC SVC ENTERPRISE GRP IN | 4,580 | $387.0M | 0.14% | |
| 114 | CPRTCOPART INC | 6,742 | $386.9M | 0.14% | |
| 115 | MRKMERCK & CO INC | 3,816 | $379.6M | 0.14% | |
| 116 | CSCOCISCO SYS INC | 6,392 | $378.4M | 0.14% | |
| 117 | JBNDJ P MORGAN EXCHANGE TRADED F | 6,880 | $359.5M | 0.13% | |
| 118 | TXNTEXAS INSTRS INC | 1,914 | $359.0M | 0.13% | |
| 119 | PSEPINNOVATOR ETFS TRUST | 9,077 | $354.8M | 0.13% | |
| 120 | APOAPOLLO GLOBAL MGMT INC | 2,090 | $345.2M | 0.12% | |
| 121 | ORLYOREILLY AUTOMOTIVE INC | 291 | $345.1M | 0.12% | |
| 122 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,733 | $342.2M | 0.12% | |
| 123 | IWOISHARES TR | 1,174 | $338.0M | 0.12% | |
| 124 | JAAAJANUS DETROIT STR TR | 6,569 | $333.1M | 0.12% | |
| 125 | AMDADVANCED MICRO DEVICES INC | 2,699 | $326.0M | 0.12% | |
| 126 | VWOVANGUARD INTL EQUITY INDEX F | 7,328 | $322.7M | 0.12% | |
| 127 | UBERUBER TECHNOLOGIES INC | 5,299 | $319.6M | 0.12% | |
| 128 | DDTOINNOVATOR ETFS TRUST | 10,030 | $315.1M | 0.11% | |
| 129 | UNPUNION PAC CORP | 1,376 | $313.8M | 0.11% | |
| 130 | LYVLIVE NATION ENTERTAINMENT IN | 2,406 | $311.6M | 0.11% | |
| 131 | IWDISHARES TR | 1,681 | $311.2M | 0.11% | |
| 132 | TRUTRANSUNION | 3,352 | $310.8M | 0.11% | |
| 133 | LDOSLEIDOS HOLDINGS INC | 2,140 | $308.3M | 0.11% | |
| 134 | ADBEADOBE INC | 690 | $306.8M | 0.11% | |
| 135 | MOALTRIA GROUP INC | 5,743 | $300.3M | 0.11% | |
| 136 | PANWPALO ALTO NETWORKS INC | 1,638 | $298.1M | 0.11% | |
| 137 | CMECME GROUP INC | 1,253 | $291.0M | 0.11% | |
| 138 | IJULINNOVATOR ETFS TRUST | 10,485 | $290.4M | 0.10% | |
| 139 | BALIBLACKROCK ETF TRUST | 9,536 | $288.5M | 0.10% | |
| 140 | DFATDIMENSIONAL ETF TRUST | 5,160 | $287.2M | 0.10% | |
| 141 | BIDDBLACKROCK ETF TRUST | 11,554 | $285.0M | 0.10% | |
| 142 | RDVIFIRST TR EXCHANGE-TRADED FD | 11,714 | $283.9M | 0.10% | |
| 143 | MLMMARTIN MARIETTA MATLS INC | 548 | $282.8M | 0.10% | |
| 144 | MCDMCDONALDS CORP | 969 | $280.9M | 0.10% | |
| 145 | CMCSACOMCAST CORP NEW | 7,453 | $279.7M | 0.10% | |
| 146 | FGDFIRST TR EXCHANGE TRADED FD | 12,569 | $279.5M | 0.10% | |
| 147 | ORCLORACLE CORP | 1,655 | $275.8M | 0.10% | |
| 148 | WELLWELLTOWER INC | 2,182 | $275.0M | 0.10% | |
| 149 | IEFISHARES TR | 2,926 | $270.5M | 0.10% | |
| 150 | XLGINVESCO EXCHANGE TRADED FD T | 5,372 | $268.4M | 0.10% | |
| 151 | EVRGEVERGY INC | 4,332 | $266.6M | 0.10% | |
| 152 | NEENEXTERA ENERGY INC | 3,701 | $265.3M | 0.10% | |
| 153 | DFICDIMENSIONAL ETF TRUST | 10,172 | $262.9M | 0.09% | |
| 154 | LINLINDE PLC | 620 | $259.7M | 0.09% | |
| 155 | LRCXLAM RESEARCH CORP | 3,584 | $258.9M | 0.09% | |
| 156 | AG8AGILENT TECHNOLOGIES INC | 1,903 | $255.7M | 0.09% | |
| 157 | IJANINNOVATOR ETFS TRUST | 8,294 | $250.7M | 0.09% | |
| 158 | VYMVANGUARD WHITEHALL FDS | 1,928 | $246.0M | 0.09% | |
| 159 | ISRGINTUITIVE SURGICAL INC | 467 | $243.8M | 0.09% | |
| 160 | SPGSIMON PPTY GROUP INC NEW | 1,400 | $241.1M | 0.09% | |
| 161 | MNSTMONSTER BEVERAGE CORP NEW | 4,504 | $236.7M | 0.09% | |
| 162 | OKEONEOK INC NEW | 2,337 | $234.6M | 0.08% | |
| 163 | DUKDUKE ENERGY CORP NEW | 2,103 | $226.6M | 0.08% | |
| 164 | IXUSISHARES TR | 3,368 | $222.8M | 0.08% | |
| 165 | SHYMBLACKROCK ETF TRUST II | 9,812 | $222.3M | 0.08% | |
| 166 | MDTMEDTRONIC PLC | 2,773 | $221.5M | 0.08% | |
| 167 | VEEVVEEVA SYS INC | 1,007 | $211.7M | 0.08% | |
| 168 | SUSLISHARES TR | 2,050 | $211.2M | 0.08% | |
| 169 | BJULINNOVATOR ETFS TRUST | 4,679 | $208.5M | 0.08% | |
| 170 | SAICSCIENCE APPLICATIONS INTL CO | 1,864 | $208.4M | 0.08% | |
| 171 | TDSCEXCHANGE LISTED FDS TR | 8,507 | $207.9M | 0.08% | |
| 172 | SRESEMPRA | 2,295 | $201.3M | 0.07% | |
| 173 | ABTABBOTT LABS | 1,773 | $200.5M | 0.07% |
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