Triad Wealth Partners, LLC Top Holdings and 13F Report (2024) → Elon to Transform U.S. Economy? (From Porter & Company) (Ad) About Triad Wealth Partners, LLCInvestment ActivityTriad Wealth Partners, LLC has $130.35 million in total holdings as of March 31, 2024.Triad Wealth Partners, LLC owns shares of 59 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Total Bond Market ETF $14,914,788Fidelity Total Bond ETF $14,895,572Vanguard S&P 500 ETF $13,683,126Invesco Russell 1000 Dynamic Multifactor ETF $11,286,858WisdomTree U.S. Quality Dividend Growth Fund $8,786,993 Sector AllocationMap of 500 Largest Holdings ofTriad Wealth Partners, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$14,914,788205,35311.4%ETFFBNDFidelity Total Bond ETF$14,895,572328,74811.4%ETFVOOVanguard S&P 500 ETF$13,683,12628,46510.5%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$11,286,858204,3618.7%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$8,786,993115,3306.7%ManufacturingIJHiShares Core S&P Mid-Cap ETF$6,724,100110,7035.2%ETFJCPBJPMorgan Core Plus Bond ETF$6,186,109132,6214.7%ETFIQLTiShares MSCI Intl Quality Factor ETF$5,172,735130,4274.0%ETFVIGIVanguard International Dividend Appreciation ETF$5,168,59463,3954.0%ETFSPLGSPDR Portfolio S&P 500 ETF$4,252,89269,1193.3%ETFSKORFlexShares Credit-Scored US Corporate Bond Index Fund$4,030,05284,3463.1%ETFSCHFSchwab International Equity ETF$3,431,57587,9442.6%ETFJMEEJPMorgan Market Expansion Enhanced Equity ETF$3,072,94252,5022.4%ETFHYDBiShares High Yield Bond Factor ETF$2,989,28663,9832.3%ETFMSFTMicrosoft$2,952,2767,0172.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$2,773,49925,0952.1%ETFAAPLApple$1,377,9998,0361.1%Computer and TechnologyAMZNAmazon.com$1,280,5187,0991.0%Retail/WholesaleSPDWSPDR Portfolio Developed World ex-US ETF$1,267,05235,3531.0%ETFGOOGLAlphabet$1,210,6108,0210.9%Computer and TechnologyNVDANVIDIA$934,4201,0340.7%Computer and TechnologyJPMJPMorgan Chase & Co.$771,5563,8520.6%FinanceLANCLancaster Colony$768,9503,7030.6%Consumer StaplesAVGOBroadcom$724,9995470.6%Computer and TechnologyUNHUnitedHealth Group$678,7281,3720.5%MedicalXOMExxon Mobil$601,8915,1780.5%Oils/EnergyGOOGAlphabet$596,8593,9200.5%Computer and TechnologyKLACKLA$523,9287500.4%Computer and TechnologyABBVAbbVie$498,4082,7370.4%MedicalHDHome Depot$431,1661,1240.3%Retail/WholesaleDMBSDoubleLine Mortgage ETF$430,1068,8330.3%ETFMAMastercard$397,7778260.3%Business ServicesMSMorgan Stanley$381,0664,0470.3%FinanceCVXChevron$364,0642,3080.3%Oils/EnergyETNEaton$363,3341,1620.3%Industrial ProductsMETAMeta Platforms$359,3297400.3%Computer and TechnologyPGProcter & Gamble$357,9242,2060.3%Consumer StaplesHONHoneywell International$332,7421,6210.3%Multi-Sector ConglomeratesTSLATesla$319,2351,8160.2%Auto/Tires/TrucksLLYEli Lilly and Company$318,1864090.2%MedicalPEPPepsiCo$308,5431,7630.2%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$296,4871,8040.2%ETFJNJJohnson & Johnson$294,0751,8590.2%MedicalJEPIJPMorgan Equity Premium Income ETF$290,4575,0200.2%ETFACNAccenture$287,3408290.2%Business ServicesVVisa$277,9649960.2%Business ServicesMRKMerck & Co., Inc.$269,8382,0450.2%MedicalKOCoca-Cola$261,5454,2750.2%Consumer StaplesQCOMQUALCOMM$247,4281,4610.2%Computer and TechnologyLMTLockheed Martin$228,3455020.2%AerospaceVZVerizon Communications$227,2975,4170.2%Computer and TechnologyCRMSalesforce$226,7897530.2%Computer and TechnologyBACBank of America$224,8285,9290.2%FinanceBLKBlackRock$224,2652690.2%FinanceINTUIntuit$221,6503410.2%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$218,8924,3140.2%ETFWMTWalmart$211,1973,5100.2%Retail/WholesaleBXBlackstone$210,9801,6060.2%FinanceSPABSPDR Portfolio Aggregate Bond ETF$208,8638,2620.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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