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Triad Wealth Partners

Latest statistics and disclosures from Triad Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are FBND, IVE, BUFR, DYNF, IVW, and represent 18.03% of Triad Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IVE (+$18M), FTSM (+$15M), HELO (+$12M), IEMG (+$10M), SCHO (+$9.9M), BRNY (+$8.7M), FBND (+$8.2M), IVW (+$7.3M), DYNF (+$7.0M), BUFD (+$6.8M).
Started 122 new stock positions in MPWR, FJP, PSMT, TOCT, ARKB, YFYA, SIVR, CEG, ILS, VTWO.
Reduced shares in these 10 stocks: QUAL (-$20M), XISE, AVGO, TLH, BIDD, IUSG, VTIP, TSLA, AOCT, XIMR.
Sold out of its positions in BIDD, CMG, CPRT, DBND, CAPE, FELC, AOCT, IUSG, EMB, MTUM.
Triad Wealth Partners was a net buyer of stock by $266M.
Triad Wealth Partners has $1.1B in assets under management (AUM), dropping by 35.71%.
Central Index Key (CIK): 0002012717

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Portfolio Holdings for Triad Wealth Partners

Triad Wealth Partners holds 460 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.2	$44M	+22%	965k	46.04	View chart
Ishares Tr S&p 500 Val Etf (IVE)	4.0	$42M	+74%	199k	212.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	3.4	$36M	+6%	1.0M	34.26	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.2	$34M	+25%	559k	60.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.2	$33M	+28%	270k	123.26	View chart
Ishares Core Msci Emkt (IEMG)	2.6	$28M	+57%	413k	67.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.6	$27M	+15%	43k	627.14	View chart
Vanguard World Mega Cap Index (MGC)	2.2	$24M	+26%	94k	251.17	View chart
Apple (AAPL)	1.9	$20M	+31%	73k	271.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	1.8	$19M	-10%	629k	30.40	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.7	$18M	+674%	292k	59.93	View chart
NVIDIA Corporation (NVDA)	1.5	$16M	+15%	85k	186.50	View chart
Ishares Tr Eafe Value Etf (EFV)	1.5	$16M		221k	71.41	View chart
Microsoft Corporation (MSFT)	1.4	$15M	+13%	31k	483.62	View chart
Ishares Tr Mbs Etf (MBB)	1.4	$14M	+21%	151k	95.22	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.3	$14M	+19%	601k	23.02	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.2	$13M	+99%	110k	119.32	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.2	$13M	+32%	389k	33.30	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.2	$13M	+27%	328k	38.56	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$12M	+16%	152k	81.17	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.2	$12M	NEW	182k	66.43	View chart
Amazon (AMZN)	1.1	$12M	+21%	51k	230.82	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.1	$12M	+11%	248k	47.35	View chart
Listed Fds Tr Relative Strengt (RSMV)	1.1	$12M	+59%	419k	27.38	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.1	$11M	-11%	111k	101.67	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.0	$11M	+24%	207k	52.77	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$10M	+20%	212k	48.32	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.9	$9.9M	NEW	405k	24.37	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$9.6M	+12%	243k	39.59	View chart
Spdr Series Trust State Street Spd (SPYM)	0.8	$8.9M		111k	80.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$8.8M	+7%	13k	681.93	View chart
Ea Series Trust Burney Us Fctr (BRNY)	0.8	$8.7M	NEW	173k	50.45	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$8.1M	+52%	110k	74.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$8.1M	+2%	17k	487.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$8.1M	+16%	130k	62.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$7.9M	+58%	25k	313.00	View chart
Broadcom (AVGO)	0.7	$7.6M	-19%	22k	346.10	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$7.5M	+111%	70k	107.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.7	$7.4M	+1277%	261k	28.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$6.7M	+65%	11k	614.33	View chart
Global X Fds Defense Tech Etf (SHLD)	0.6	$6.5M	+36%	101k	64.79	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$6.4M	+2%	268k	24.04	View chart
Tesla Motors (TSLA)	0.5	$5.7M	-11%	13k	449.73	View chart
Meta Platforms Cl A (META)	0.5	$5.6M	+39%	8.4k	660.13	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$5.3M	+135%	155k	34.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.5	$5.3M	+19%	114k	46.43	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.5	$5.3M	+20%	135k	39.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$5.1M	+49%	7.5k	684.93	View chart
JPMorgan Chase & Co. (JPM)	0.5	$5.1M	+54%	16k	322.23	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.5	$5.1M	+21%	109k	47.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.5	$5.1M	+21%	116k	43.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$4.9M	+28%	16k	313.79	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.4	$4.6M	+44%	49k	92.80	View chart
Wal-Mart Stores (WMT)	0.4	$4.5M	+131%	40k	111.41	View chart
Exxon Mobil Corporation (XOM)	0.4	$4.5M	+3%	37k	120.34	View chart
Nextera Energy (NEE)	0.4	$4.4M	+2%	55k	80.28	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.4	$4.4M	+52%	62k	71.72	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.4	$4.2M	+119%	37k	115.10	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	0.4	$4.2M	+49%	158k	26.84	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.4	$4.2M	+5%	86k	49.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.1M	+22%	8.1k	502.62	View chart
Ishares Tr High Yld Systm B (HYDB)	0.4	$4.0M	+45%	86k	47.35	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.4	$3.9M	+176%	32k	123.31	View chart
Chevron Corporation (CVX)	0.4	$3.9M	+4%	25k	152.41	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.3	$3.6M	+144%	123k	29.06	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.3	$3.6M	-7%	74k	48.09	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$3.5M	+26%	75k	46.29	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$3.4M	-85%	17k	198.62	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$3.3M	+19%	98k	33.51	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.3	$3.1M	NEW	35k	89.76	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.3	$3.1M	+139%	60k	51.74	View chart
Valero Energy Corporation (VLO)	0.3	$3.0M	+93%	19k	162.79	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$2.7M	+18%	31k	89.43	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$2.7M	+19%	60k	45.21	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.3	$2.7M	+28%	58k	46.42	View chart
Eli Lilly & Co. (LLY)	0.3	$2.7M	+114%	2.5k	1074.51	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$2.6M	-3%	26k	99.88	View chart
Costco Wholesale Corporation (COST)	0.3	$2.6M	+2%	3.1k	862.46	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$2.6M	+34%	42k	61.13	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$2.3M	+175%	22k	106.70	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.2	$2.3M	+10%	34k	67.67	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.2	$2.3M	+20%	64k	35.29	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$2.2M	+25%	29k	73.63	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$2.1M	-26%	43k	49.46	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.2	$2.1M	+31%	67k	31.68	View chart
Abbvie (ABBV)	0.2	$2.0M	+21%	8.9k	228.48	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.2	$2.0M	+77%	76k	26.67	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$2.0M	+276%	43k	46.54	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$2.0M	+167%	60k	33.08	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIJN)	0.2	$2.0M	+536%	64k	31.00	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$1.9M	+58%	28k	69.47	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.2	$1.9M	+27%	47k	39.88	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.2	$1.8M	+50%	61k	29.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.8M		4.5k	396.31	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$1.7M	+101%	18k	96.16	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.2	$1.7M	+3%	52k	33.05	View chart
Visa Com Cl A (V)	0.2	$1.7M	+11%	4.8k	350.74	View chart
McKesson Corporation (MCK)	0.2	$1.6M	NEW	1.9k	820.37	View chart
Kla Corp Com New (KLAC)	0.1	$1.6M	+3%	1.3k	1215.14	View chart
Netflix (NFLX)	0.1	$1.6M	+3227%	17k	93.76	View chart
Arista Networks Com Shs (ANET)	0.1	$1.6M	NEW	12k	131.03	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$1.5M		47k	32.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.5M	+17%	4.6k	335.25	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.5M	-7%	2.7k	570.78	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.5M	+73%	8.6k	177.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.5M	-17%	26k	57.24	View chart
Johnson & Johnson (JNJ)	0.1	$1.5M	+14%	7.2k	206.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.1	$1.5M	-14%	49k	30.16	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$1.5M	NEW	36k	41.27	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$1.5M		45k	32.89	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$1.5M	+84%	30k	48.68	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$1.5M	+15%	43k	33.51	View chart
Morgan Stanley Com New (MS)	0.1	$1.4M	+12%	8.1k	177.53	View chart
Oklo Com Cl A (OKLO)	0.1	$1.4M		20k	71.76	View chart
UnitedHealth (UNH)	0.1	$1.4M	+20%	4.3k	330.10	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.4M	-6%	32k	44.41	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$1.4M	+16%	39k	36.16	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.4M	+2%	12k	113.92	View chart
Innovator Etfs Trust Us Equity Accele (XDSQ)	0.1	$1.4M	+58%	33k	41.62	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.1	$1.4M	+53%	28k	49.12	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$1.4M	+102%	20k	70.86	View chart
Home Depot (HD)	0.1	$1.4M	+19%	4.0k	344.09	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$1.4M	+224%	15k	91.45	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.4M	+137%	16k	87.16	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$1.4M	+16%	39k	34.86	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$1.4M	+17%	44k	30.84	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$1.3M	NEW	46k	29.37	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$1.3M		18k	74.17	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.3M	NEW	13k	99.91	View chart
CBOE Holdings (CBOE)	0.1	$1.3M	NEW	5.2k	251.01	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$1.3M	NEW	50k	25.82	View chart
Abbott Laboratories (ABT)	0.1	$1.3M	+10%	10k	125.29	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.3M		2.6k	483.61	View chart
Invesco Actively Managed Exc Qqq Income Advan (QQA)	0.1	$1.3M	+125%	24k	53.02	View chart
Autodesk (ADSK)	0.1	$1.2M	+195%	4.2k	296.01	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.2M	+30%	27k	44.34	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$1.2M	+27%	32k	38.03	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.1	$1.2M	NEW	41k	29.04	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$1.2M	+4%	11k	104.04	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.1M	+59%	42k	27.43	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.1M	+51%	21k	52.41	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.1M	+49%	22k	49.65	View chart
Procter & Gamble Company (PG)	0.1	$1.1M		7.7k	143.30	View chart
Innovator Etfs Trust Growth Accelerat (XDQQ)	0.1	$1.1M	+57%	28k	39.54	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$1.1M	+30%	20k	54.07	View chart
Bank of America Corporation (BAC)	0.1	$1.1M	+54%	20k	55.00	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$1.1M	NEW	9.9k	108.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$1.1M		27k	39.60	View chart
McDonald's Corporation (MCD)	0.1	$1.1M	+18%	3.5k	305.66	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.0M	+8%	2.2k	468.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.0M	+12%	16k	66.00	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.1	$1.0M	+17%	35k	29.65	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.0M	+8%	3.0k	342.97	View chart
International Business Machines (IBM)	0.1	$1.0M	+16%	3.5k	296.18	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.1	$1.0M	+17%	30k	33.79	View chart
Targa Res Corp (TRGP)	0.1	$1.0M	NEW	5.5k	184.50	View chart
Southern Company (SO)	0.1	$1.0M	+6%	12k	87.20	View chart
Cisco Systems (CSCO)	0.1	$1.0M	+32%	13k	77.03	View chart
Eaton Corp SHS (ETN)	0.1	$996k	+6%	3.1k	318.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$964k	+21%	11k	89.46	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$963k	+48%	11k	84.64	View chart
Allison Transmission Hldngs I (ALSN)	0.1	$953k	NEW	9.7k	97.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$948k	+20%	18k	53.76	View chart
Advanced Micro Devices (AMD)	0.1	$943k	+28%	4.4k	214.17	View chart
Palo Alto Networks (PANW)	0.1	$943k	+392%	5.1k	184.22	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$942k	+10%	4.7k	199.67	View chart
At&t (T)	0.1	$940k	+15%	38k	24.84	View chart
Qualcomm (QCOM)	0.1	$938k	+13%	5.5k	171.03	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$892k	+2%	4.7k	190.99	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$890k	+32%	2.9k	303.89	View chart
Oracle Corporation (ORCL)	0.1	$884k	+8%	4.5k	194.93	View chart
Monolithic Power Systems (MPWR)	0.1	$883k	NEW	974.00	906.36	View chart
Coca-Cola Company (KO)	0.1	$879k	+21%	13k	69.91	View chart
Watts Water Technologies Cl A (WTS)	0.1	$870k	NEW	3.2k	276.02	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$864k	+7%	15k	56.81	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	0.1	$863k	NEW	37k	23.34	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$862k	+60%	1.1k	753.87	View chart
Applied Materials (AMAT)	0.1	$852k	+18%	3.3k	257.01	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$837k	+45%	16k	52.53	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$829k	+47%	18k	46.80	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$820k	+22%	7.7k	106.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$806k	+257%	25k	32.62	View chart
AmerisourceBergen (COR)	0.1	$805k	+2%	2.4k	337.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$800k	+48%	1.7k	473.21	View chart
Pepsi (PEP)	0.1	$769k		5.4k	143.51	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$767k		47k	16.49	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$764k	+16%	7.9k	96.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$758k	+53%	4.0k	191.57	View chart
Altria (MO)	0.1	$758k	+21%	13k	57.66	View chart
L3harris Technologies (LHX)	0.1	$757k	+8%	2.6k	293.52	View chart
Spdr Series Trust State Street Spd (FLRN)	0.1	$745k	NEW	24k	30.73	View chart
Goldman Sachs (GS)	0.1	$725k	+101%	824.00	879.41	View chart
Blackrock (BLK)	0.1	$723k	+20%	675.00	1070.48	View chart
Chubb (CB)	0.1	$718k	+7%	2.3k	312.12	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$708k	+47%	13k	54.24	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$705k	+2%	11k	64.53	View chart
Ryder System (R)	0.1	$699k	-11%	3.7k	191.39	View chart
Wells Fargo & Company (WFC)	0.1	$695k	+88%	7.5k	93.19	View chart
Lpl Financial Holdings (LPLA)	0.1	$692k	NEW	1.9k	357.17	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$691k	NEW	13k	53.75	View chart
Innovator Etfs Trust Equity Defined (TOCT)	0.1	$680k	NEW	26k	26.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$675k	+99%	2.6k	257.97	View chart
Ss&c Technologies Holding (SSNC)	0.1	$673k	NEW	7.7k	87.42	View chart
Micron Technology (MU)	0.1	$672k	+41%	2.4k	285.41	View chart
Listed Fds Tr Yields For You I (YFYA)	0.1	$672k	NEW	68k	9.90	View chart
Air Products & Chemicals (APD)	0.1	$670k	+8%	2.7k	247.03	View chart
Uber Technologies (UBER)	0.1	$667k	+75%	8.2k	81.71	View chart
Honeywell International (HON)	0.1	$665k	+11%	3.4k	195.07	View chart
PriceSmart (PSMT)	0.1	$665k	NEW	5.4k	122.67	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$662k	+4%	8.0k	82.73	View chart
Caterpillar (CAT)	0.1	$656k	+48%	1.1k	572.79	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$654k		7.2k	91.38	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$643k	+66%	10k	64.42	View chart
Expeditors International of Washington (EXPD)	0.1	$642k	NEW	4.3k	149.01	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$640k		4.5k	141.05	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$638k	+53%	4.4k	143.51	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$635k	+14%	15k	43.26	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$635k	+11%	19k	32.77	View chart
Philip Morris International (PM)	0.1	$630k	+34%	3.9k	160.40	View chart
Lancaster Colony (MZTI)	0.1	$629k		3.8k	164.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$628k	+17%	5.2k	120.17	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$617k	+13%	16k	38.75	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$615k	+24%	4.0k	154.13	View chart
Merck & Co (MRK)	0.1	$614k	+22%	5.8k	105.25	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$612k	NEW	27k	22.43	View chart
Cirrus Logic (CRUS)	0.1	$611k	NEW	5.2k	118.50	View chart
Yum! Brands (YUM)	0.1	$609k	NEW	4.0k	151.27	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$609k	+39%	11k	54.07	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$608k	NEW	2.2k	276.96	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$608k	NEW	11k	56.69	View chart
Lowe's Companies (LOW)	0.1	$607k	+9%	2.5k	241.19	View chart
Servicenow (NOW)	0.1	$603k	+425%	3.9k	153.19	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$602k	+89%	14k	42.56	View chart
Exchange Listed Fds Tr Etc Cabana Targt (TDSC)	0.1	$596k	-37%	24k	25.28	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$593k	+15%	15k	39.04	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$586k	NEW	7.4k	79.45	View chart
Simon Property (SPG)	0.1	$585k	+14%	3.2k	185.11	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$577k	NEW	14k	40.35	View chart
Ford Motor Company (F)	0.1	$575k	NEW	44k	13.12	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$573k	+28%	12k	47.95	View chart
Exchange Listed Fds Tr Etc Cabana Targt (CLSM)	0.1	$564k	-43%	24k	23.24	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIMR)	0.1	$561k	-47%	18k	31.19	View chart
Union Pacific Corporation (UNP)	0.1	$559k	+24%	2.4k	231.34	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$558k	+10%	13k	44.32	View chart
Ge Aerospace Com New (GE)	0.1	$556k	+55%	1.8k	307.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$553k	+20%	14k	40.92	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$549k	-2%	9.2k	59.54	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$547k	NEW	12k	47.05	View chart
Consolidated Edison (ED)	0.1	$544k	-3%	5.5k	99.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$542k	+13%	2.2k	246.14	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$533k	+2%	18k	30.54	View chart
InterDigital (IDCC)	0.1	$533k	NEW	1.7k	318.38	View chart
UGI Corporation (UGI)	0.1	$532k	NEW	14k	37.43	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	0.1	$530k	+60%	17k	31.97	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.1	$529k	+60%	14k	38.26	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$529k	+61%	14k	38.67	View chart
Etf Opportunities Trust Brookmont Catast (ILS)	0.1	$528k	NEW	26k	19.98	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$527k	NEW	7.4k	70.99	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.0	$526k	+60%	16k	33.55	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$526k	-8%	20k	25.75	View chart
Celestica (CLS)	0.0	$524k	+21%	1.8k	295.61	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$518k	NEW	9.8k	52.62	View chart
Pfizer (PFE)	0.0	$510k		21k	24.90	View chart
Verizon Communications (VZ)	0.0	$509k	-21%	13k	40.73	View chart
Intuit (INTU)	0.0	$508k	-7%	767.00	662.06	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$502k	+15%	13k	38.11	View chart
Taylor Morrison Hom (TMHC)	0.0	$501k	NEW	8.5k	58.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$499k	-3%	19k	26.91	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.0	$499k	NEW	9.0k	55.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$498k	+14%	2.3k	219.82	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$491k	+10%	9.8k	50.29	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.0	$491k	NEW	7.3k	67.17	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$490k	+21%	5.7k	85.37	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.0	$489k	NEW	4.6k	106.62	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$488k	-8%	14k	34.21	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$486k	+8%	3.0k	160.97	View chart
First Tr Exchange Traded S&p Intl Divid (FID)	0.0	$482k	NEW	23k	20.55	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.0	$481k	NEW	18k	27.10	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.0	$481k	+56%	9.1k	52.63	View chart
Dollar General (DG)	0.0	$480k		3.6k	132.75	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$479k	NEW	1.1k	444.63	View chart
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM)	0.0	$472k	NEW	6.0k	79.19	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.0	$468k	NEW	28k	17.01	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$468k	+93%	1.3k	373.44	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$459k		10k	45.45	View chart
Ishares Tr Residential Mult (REZ)	0.0	$453k	NEW	5.5k	82.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$452k	+30%	2.1k	210.34	View chart
Public Service Enterprise (PEG)	0.0	$447k		5.6k	80.30	View chart
Welltower Inc Com reit (WELL)	0.0	$440k	+6%	2.4k	185.63	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$440k	-52%	6.3k	69.42	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$435k		10k	43.72	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.0	$435k	+62%	16k	26.74	View chart
Raytheon Technologies Corp (RTX)	0.0	$435k	+68%	2.4k	183.40	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$433k	+32%	4.8k	90.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$431k	+9%	11k	40.72	View chart
Medtronic SHS (MDT)	0.0	$430k	+31%	4.5k	96.06	View chart
Coinbase Global Com Cl A (COIN)	0.0	$430k	NEW	1.9k	226.09	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$430k	-25%	7.9k	54.71	View chart
Gilead Sciences (GILD)	0.0	$430k	+51%	3.5k	122.73	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$430k	NEW	9.6k	44.71	View chart
ConocoPhillips (COP)	0.0	$428k	+22%	4.6k	93.61	View chart
Cadence Design Systems (CDNS)	0.0	$428k	NEW	1.4k	312.58	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$426k	NEW	7.9k	53.86	View chart
Deere & Company (DE)	0.0	$420k	NEW	902.00	465.63	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$417k		2.3k	181.21	View chart
American Express Company (AXP)	0.0	$416k	+84%	1.1k	370.11	View chart
Dominion Resources (D)	0.0	$414k	+7%	7.1k	58.59	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$411k	NEW	4.0k	102.39	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$410k	-5%	2.8k	143.95	View chart
Ishares Msci Cda Etf (EWC)	0.0	$409k	NEW	7.6k	53.93	View chart
Corning Incorporated (GLW)	0.0	$409k	+19%	4.7k	87.57	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.0	$402k	+56%	15k	26.16	View chart
Franco-Nevada Corporation (FNV)	0.0	$402k	NEW	1.9k	207.28	View chart
Omega Healthcare Investors (OHI)	0.0	$398k	NEW	9.0k	44.34	View chart
Cme (CME)	0.0	$397k	+6%	1.5k	273.13	View chart
Astrazeneca Sponsored Adr	0.0	$395k	+19%	4.3k	91.93	View chart
IDEXX Laboratories (IDXX)	0.0	$394k	-16%	582.00	676.53	View chart
Duke Energy Corp Com New (DUK)	0.0	$393k	+17%	3.4k	117.22	View chart
Universal Hlth Svcs CL B (UHS)	0.0	$392k	NEW	1.8k	218.02	View chart
Genpact SHS (G)	0.0	$391k	NEW	8.4k	46.78	View chart
Phillips 66 (PSX)	0.0	$389k	+8%	3.0k	129.02	View chart
Pure Storage Cl A (PSTG)	0.0	$389k		5.8k	67.01	View chart
O'reilly Automotive (ORLY)	0.0	$389k	-15%	4.3k	91.21	View chart
Totalenergies Se Act (TTE)	0.0	$389k	NEW	5.9k	65.42	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$388k	-4%	1.2k	323.14	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	0.0	$386k	NEW	9.6k	40.11	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$385k	NEW	7.7k	49.99	View chart
Api Group Corp Com Stk (APG)	0.0	$381k	+64%	10k	38.26	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$381k	+14%	3.2k	119.75	View chart
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP)	0.0	$380k	NEW	15k	25.91	View chart
Lam Research Corp Com New (LRCX)	0.0	$379k	-39%	2.2k	171.16	View chart
Linde SHS (LIN)	0.0	$377k	-3%	884.00	426.31	View chart
Amphenol Corp Cl A (APH)	0.0	$375k	+34%	2.8k	135.14	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$371k	+23%	12k	31.66	View chart
Ralph Lauren Corp Cl A (RL)	0.0	$370k	NEW	1.0k	353.61	View chart
Walt Disney Company (DIS)	0.0	$368k	+45%	3.2k	113.77	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$368k	NEW	5.4k	68.36	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$367k	-8%	5.1k	72.68	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$365k	+5%	11k	33.74	View chart
Amgen (AMGN)	0.0	$365k	+34%	1.1k	327.42	View chart
Innovator Etfs Trust Equity Jan 20227 (TJAN)	0.0	$363k		13k	27.33	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$363k	NEW	3.7k	97.76	View chart
Citigroup Com New (C)	0.0	$362k	NEW	3.1k	116.68	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.0	$360k	-24%	5.6k	64.38	View chart
Leidos Holdings (LDOS)	0.0	$359k		2.0k	180.40	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$358k	+4%	9.4k	38.00	View chart
Southern Copper Corporation (SCCO)	0.0	$358k	+5%	2.5k	143.45	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.0	$356k	NEW	11k	33.63	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$355k	NEW	2.5k	141.16	View chart
3M Company (MMM)	0.0	$352k	NEW	2.2k	160.12	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$352k	+19%	7.9k	44.47	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.0	$340k	+57%	6.4k	53.36	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$340k	+14%	5.7k	59.28	View chart
MercadoLibre (MELI)	0.0	$338k		168.00	2014.26	View chart
Bristol Myers Squibb (BMY)	0.0	$338k	NEW	6.3k	53.94	View chart
Boeing Company (BA)	0.0	$338k	+11%	1.6k	217.16	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$333k	NEW	7.6k	43.64	View chart
Evergy (EVRG)	0.0	$333k	+4%	4.6k	72.49	View chart
Monster Beverage Corp (MNST)	0.0	$332k		4.3k	76.67	View chart
Waste Management (WM)	0.0	$332k	NEW	1.5k	219.73	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$331k	NEW	6.6k	50.58	View chart
Dell Technologies CL C (DELL)	0.0	$328k	+10%	2.6k	125.88	View chart
Innovator Etfs Trust Equity Defined P (ZAPR)	0.0	$324k		13k	25.78	View chart
Royal Caribbean Cruises (RCL)	0.0	$323k	+14%	1.2k	278.92	View chart
Cardinal Health (CAH)	0.0	$323k		1.6k	205.50	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.0	$323k	NEW	2.7k	120.01	View chart
Us Bancorp Del Com New (USB)	0.0	$322k	+23%	6.0k	53.36	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$321k	+93%	7.5k	42.69	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$320k	-38%	5.8k	54.77	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$320k	NEW	6.7k	48.00	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$317k	-22%	5.5k	58.12	View chart
First Tr Exchange Traded Ipox Europe Eq (FPXE)	0.0	$317k	NEW	10k	31.44	View chart
Ge Vernova (GEV)	0.0	$316k	+32%	483.00	653.67	View chart
Corcept Therapeutics Incorporated (CORT)	0.0	$315k	NEW	9.0k	34.80	View chart
salesforce (CRM)	0.0	$314k	-10%	1.2k	264.85	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$314k	+43%	3.1k	100.39	View chart
Comcast Corp Cl A (CMCSA)	0.0	$314k	+21%	11k	29.89	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$313k	+5%	6.3k	49.90	View chart
Automatic Data Processing (ADP)	0.0	$313k	+60%	1.2k	257.23	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$312k		6.4k	49.08	View chart
Starbucks Corporation (SBUX)	0.0	$305k	+40%	3.6k	84.21	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$303k	NEW	1.1k	268.33	View chart
Agilent Technologies Inc C ommon (A)	0.0	$303k	-23%	2.2k	136.07	View chart
Entergy Corporation (ETR)	0.0	$301k	-7%	3.3k	92.43	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$297k	-60%	2.9k	103.57	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$296k	NEW	4.4k	67.64	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.0	$296k	NEW	5.1k	58.32	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$292k		6.2k	46.81	View chart
Capital One Financial (COF)	0.0	$290k	NEW	1.2k	242.45	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$290k	NEW	962.00	301.15	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$290k	+27%	11k	26.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$288k		7.2k	39.99	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$287k	NEW	949.00	302.11	View chart
Carlyle Group (CG)	0.0	$286k	-36%	4.8k	59.12	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$286k		2.9k	97.80	View chart
Thermo Fisher Scientific (TMO)	0.0	$284k	NEW	490.00	579.81	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$283k		3.4k	82.32	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$281k	NEW	1.1k	252.82	View chart
Analog Devices (ADI)	0.0	$280k	NEW	1.0k	271.25	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.0	$280k	NEW	3.8k	74.33	View chart
TJX Companies (TJX)	0.0	$279k	NEW	1.8k	153.59	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$279k	NEW	6.1k	45.66	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.0	$279k	NEW	10k	27.43	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$276k	+21%	4.5k	61.36	View chart
Shell Spon Ads (SHEL)	0.0	$275k	+14%	3.7k	73.49	View chart
Intel Corporation (INTC)	0.0	$272k	NEW	7.4k	36.90	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$271k	+4%	1.2k	222.64	View chart
Applovin Corp Com Cl A (APP)	0.0	$271k	NEW	402.00	673.82	View chart
Adobe Systems Incorporated (ADBE)	0.0	$268k	+18%	765.00	350.04	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$267k	-4%	3.8k	69.66	View chart
Snowflake Com Shs (SNOW)	0.0	$265k	NEW	1.2k	219.36	View chart
Allstate Corporation (ALL)	0.0	$265k	+18%	1.3k	208.15	View chart
Jd.com Spon Ads Cl A (JD)	0.0	$264k		9.2k	28.70	View chart
Constellation Energy (CEG)	0.0	$263k	NEW	743.00	353.28	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$262k	+10%	8.0k	32.57	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$262k	-8%	5.8k	45.05	View chart
Enbridge (ENB)	0.0	$260k	NEW	5.4k	47.83	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$259k	NEW	2.6k	99.52	View chart
Texas Instruments Incorporated (TXN)	0.0	$258k	NEW	1.5k	173.45	View chart
Prologis (PLD)	0.0	$254k	NEW	2.0k	127.64	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.0	$251k	-25%	9.9k	25.52	View chart
Nike CL B (NKE)	0.0	$249k	-23%	3.9k	63.71	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$248k	+5%	3.2k	77.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.0	$247k		6.0k	40.94	View chart
CVS Caremark Corporation (CVS)	0.0	$246k	NEW	3.1k	79.36	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$246k	NEW	3.1k	79.72	View chart
Intuitive Surgical Com New (ISRG)	0.0	$245k	NEW	433.00	566.36	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$242k	-29%	2.6k	92.50	View chart
Progressive Corporation (PGR)	0.0	$239k	+10%	1.0k	227.62	View chart
Spdr Series Trust State Street Spd (XSD)	0.0	$238k	NEW	741.00	321.60	View chart
First Tr Exch Trd Alphdx Latin Amer Alp (FLN)	0.0	$238k	NEW	11k	22.68	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.0	$238k		4.7k	50.76	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$234k	-11%	6.1k	38.05	View chart
Ishares Tr Global Equity (GLOF)	0.0	$234k		4.4k	52.78	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$232k	NEW	5.0k	46.08	View chart
American Tower Reit (AMT)	0.0	$228k	+19%	1.3k	175.62	View chart
Motorola Solutions Com New (MSI)	0.0	$228k	+27%	594.00	383.33	View chart
Transunion (TRU)	0.0	$223k	-30%	2.6k	85.74	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$223k	NEW	464.00	480.92	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.0	$220k		5.3k	41.48	View chart
CSX Corporation (CSX)	0.0	$218k	NEW	6.0k	36.25	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$218k		6.0k	36.21	View chart
PG&E Corporation (PCG)	0.0	$215k		13k	16.07	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.0	$215k		9.7k	22.22	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$213k	NEW	4.5k	47.79	View chart
Target Corporation (TGT)	0.0	$212k	NEW	2.2k	97.77	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$211k	NEW	1.0k	211.14	View chart
Sempra Energy (SRE)	0.0	$210k	NEW	2.4k	88.29	View chart
Moody's Corporation (MCO)	0.0	$209k	NEW	408.00	510.92	View chart
Fifth Third Ban (FITB)	0.0	$207k	NEW	4.4k	46.81	View chart
Realty Income (O)	0.0	$205k	NEW	3.6k	56.37	View chart
Metropcs Communications (TMUS)	0.0	$204k	+11%	1.0k	203.08	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$203k		3.8k	53.88	View chart
PNC Financial Services (PNC)	0.0	$202k	NEW	965.00	208.81	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$201k	NEW	2.6k	78.82	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$201k	NEW	2.6k	76.23	View chart
Exchange Listed Fds Tr Etc Cabana Targt (TDSB)	0.0	$201k	-39%	8.4k	23.97	View chart
Blue Owl Capital Com Cl A (OWL)	0.0	$193k	NEW	13k	14.94	View chart
Stellantis SHS (STLA)	0.0	$115k	NEW	11k	10.89	View chart
Two Rds Shared Tr Regents Pk Hdgd (RPHS)	0.0	$106k	NEW	10k	10.18	View chart

Past Filings by Triad Wealth Partners

SEC 13F filings are viewable for Triad Wealth Partners going back to 2024

Triad Wealth Partners 2025 Q4 filed Jan. 22, 2026
Triad Wealth Partners 2025 Q3 filed Oct. 30, 2025
Triad Wealth Partners 2025 Q2 filed July 21, 2025
Triad Wealth Partners 2025 Q1 filed May 14, 2025
Triad Wealth Partners 2024 Q4 filed Feb. 6, 2025
Triad Wealth Partners 2024 Q3 filed Oct. 21, 2024
Triad Wealth Partners 2024 Q2 filed July 18, 2024
Triad Wealth Partners 2024 Q1 filed April 23, 2024

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