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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 IVE, VOO, IVW, FBND, CORO, and represent 20.66% of Triad Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: CORO (+$46M), GOVT (+$31M), VOO (+$28M), IVW (+$23M), IVE (+$13M), FBND (+$9.1M), NVDA (+$8.8M), SHLD (+$8.0M), BAI (+$7.0M), SPYM (+$6.7M).
Started 67 new stock positions in ILCV, FAST, SIXO, AZN, MTUM, ITW, VV, CL, AVIG, HYBL.
Reduced shares in these 10 stocks: MGC (-$22M), XISE (-$15M), SCHO (-$7.4M), IAU (-$6.4M), IEMG (-$5.6M), FTSM, EFV, BUFR, BUFD, BRNY.
Sold out of its positions in SIVR, APP, AstraZeneca, OWL, CGDV, COF, CCL, DG, ILS, TDSB.
Triad Wealth Partners was a net buyer of stock by $228M.
Triad Wealth Partners has $1.3B in assets under management (AUM), dropping by 19.89%.
Central Index Key (CIK): 0002012717

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Portfolio Holdings for Triad Wealth Partners

Triad Wealth Partners holds 478 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Val Etf (IVE)	4.4	$55M	+30%	260k	211.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.3	$54M	+109%	90k	597.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	4.2	$53M	+74%	470k	113.11	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.2	$53M	+20%	1.2M	45.62	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	3.6	$46M	NEW	1.4M	32.15	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	3.5	$45M	+224%	2.0M	22.91	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.8	$35M	+6%	597k	58.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.5	$32M	-9%	943k	33.77	View chart
NVIDIA Corporation (NVDA)	1.9	$24M	+59%	136k	174.40	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$23M	-19%	334k	69.75	View chart
Ishares Tr Mbs Etf (MBB)	1.6	$20M	+42%	215k	94.95	View chart
Apple (AAPL)	1.6	$20M	+8%	79k	253.79	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.6	$20M	+54%	602k	32.95	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.5	$19M	+51%	166k	112.11	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.4	$18M	+52%	499k	36.22	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.4	$18M	+54%	281k	63.91	View chart
Spdr Series Trust State Street Spd (SPYM)	1.2	$15M	+79%	199k	76.54	View chart
Global X Fds Defense Tech Etf (SHLD)	1.2	$15M	+112%	214k	70.84	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.2	$15M	+48%	314k	48.05	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.2	$15M	+33%	149k	100.72	View chart
Microsoft Corporation (MSFT)	1.0	$13M	+16%	36k	370.17	View chart
Ishares Tr Eafe Value Etf (EFV)	1.0	$13M	-22%	171k	74.35	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.0	$13M	-27%	211k	59.78	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.0	$13M	+16%	241k	51.93	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.0	$12M	+5%	262k	47.08	View chart
Amazon (AMZN)	0.9	$12M	+9%	56k	208.27	View chart
Listed Fds Tr Relative Strengt (RSMV)	0.9	$12M	+4%	439k	26.47	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$11M	+43%	101k	106.15	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$11M	+11%	271k	38.86	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$9.9M	+17%	15k	650.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$9.2M	+10%	143k	64.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$8.9M	+33%	359k	24.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$8.4M	+15%	19k	436.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$7.8M	+7%	27k	287.56	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$7.6M	-5%	104k	73.64	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	0.6	$7.2M	+73%	274k	26.36	View chart
Broadcom (AVGO)	0.6	$7.2M	+4%	23k	309.50	View chart
Exxon Mobil Corporation (XOM)	0.6	$7.0M	+11%	42k	169.66	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$7.0M	-47%	80k	88.16	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.5	$6.8M	+27%	172k	39.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$6.8M	+38%	10k	653.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.5	$6.5M	+24%	142k	45.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.5	$6.3M	+25%	137k	46.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.5	$6.3M	+26%	147k	43.11	View chart
Ea Series Trust Burney Us Fctr (BRNY)	0.5	$6.2M	-26%	127k	48.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$5.9M	-5%	10k	577.20	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.5	$5.9M	+91%	114k	51.84	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$5.8M	+5%	164k	35.53	View chart
Meta Platforms Cl A (META)	0.5	$5.7M	+18%	10k	572.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$5.6M	+25%	20k	286.86	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIJN)	0.4	$5.6M	+185%	181k	30.72	View chart
Chevron Corporation (CVX)	0.4	$5.5M	+4%	27k	206.90	View chart
Tesla Motors (TSLA)	0.4	$5.2M	+35%	17k	304.56	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.4	$5.2M	+24%	107k	48.71	View chart
Nextera Energy (NEE)	0.4	$5.1M		55k	92.88	View chart
JPMorgan Chase & Co. (JPM)	0.4	$5.0M	+6%	17k	294.16	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.4	$5.0M	+12%	69k	71.75	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.4	$4.8M	+45%	143k	33.47	View chart
Ishares Tr High Yld Systm B (HYDB)	0.4	$4.7M	+19%	102k	46.52	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.4	$4.7M	+13%	56k	84.52	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.4	$4.7M	+52%	53k	89.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.4	$4.6M	-37%	163k	28.00	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.4	$4.5M	+21%	38k	117.18	View chart
Valero Energy Corporation (VLO)	0.4	$4.5M	-2%	18k	247.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.3	$4.4M	-76%	146k	29.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$4.1M	+5%	8.6k	479.17	View chart
Wal-Mart Stores (WMT)	0.3	$4.0M	-21%	32k	124.28	View chart
Invesco Actively Managed Exc Qqq Income Advan (QQA)	0.3	$3.8M	+224%	77k	49.88	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$3.7M	+24%	75k	48.93	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.3	$3.6M	+65%	106k	33.59	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.3	$3.5M		121k	29.07	View chart
Costco Wholesale Corporation (COST)	0.3	$3.5M	+14%	3.5k	996.45	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$3.4M	+34%	56k	60.12	View chart
Eli Lilly & Co. (LLY)	0.3	$3.2M	+73%	4.3k	749.03	View chart
Ishares Tr Long Term Muni (LMUB)	0.3	$3.2M	NEW	64k	49.93	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$3.1M	-9%	68k	46.07	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.2	$3.1M	-13%	64k	47.59	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	0.2	$3.0M	+257%	132k	23.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$3.0M	+14%	30k	99.27	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$3.0M	+56%	44k	68.28	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.2	$2.9M	+45%	111k	26.55	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$2.9M	+7%	33k	87.84	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$2.8M	+21%	27k	106.50	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.2	$2.7M	+29%	87k	30.81	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.2	$2.7M	+33%	62k	42.56	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$2.7M		58k	46.16	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$2.6M	-39%	22k	116.29	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$2.5M	-74%	102k	24.27	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.2	$2.5M	+9%	38k	65.27	View chart
Johnson & Johnson (JNJ)	0.2	$2.4M	+34%	9.8k	244.44	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$2.4M	+12%	33k	72.08	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$2.3M	+9%	66k	34.55	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.2M	+15%	5.2k	430.29	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$2.2M	+28%	23k	95.44	View chart
Kla Corp Com New (KLAC)	0.2	$2.2M	+13%	1.5k	1472.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$2.1M	-35%	11k	191.82	View chart
Abbvie (ABBV)	0.2	$2.1M	+10%	9.8k	217.48	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$2.1M	+287%	8.5k	248.85	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$2.1M	+42%	46k	45.65	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$2.1M	+4%	45k	46.19	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.2	$2.1M	+50%	43k	48.62	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.0M	NEW	15k	135.72	View chart
Netflix (NFLX)	0.2	$2.0M	+22%	20k	96.15	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.8M	+35%	21k	86.69	View chart
Innovator Etfs Trust Us Equity Accele (XDSQ)	0.1	$1.8M	+38%	46k	39.58	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.8M	+82%	21k	86.64	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.8M	+56%	34k	52.19	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$1.7M	+19%	52k	33.75	View chart
McKesson Corporation (MCK)	0.1	$1.7M	+3%	2.0k	865.46	View chart
Visa Com Cl A (V)	0.1	$1.7M	+18%	5.7k	302.23	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.7M	+24%	15k	111.37	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.7M	+78%	5.3k	318.07	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.7M	+112%	2.4k	697.76	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$1.7M	+21%	54k	31.67	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$1.7M	+19%	47k	36.28	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$1.7M	+32%	67k	25.11	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$1.7M	+20%	47k	35.05	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$1.6M	-4%	49k	33.48	View chart
Ishares Euro High Yield (EUHY)	0.1	$1.6M	NEW	31k	52.46	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$1.6M		47k	33.97	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.6M	+7%	28k	56.68	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$1.6M		45k	35.04	View chart
Procter & Gamble Company (PG)	0.1	$1.6M	+42%	11k	144.44	View chart
CBOE Holdings (CBOE)	0.1	$1.6M	+6%	5.5k	281.07	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.5M	-3%	2.5k	604.32	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$1.5M	+93%	31k	49.37	View chart
Arista Networks Com Shs (ANET)	0.1	$1.5M	+4%	12k	122.78	View chart
Targa Res Corp (TRGP)	0.1	$1.4M	+5%	5.8k	250.73	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.4M	+7%	2.9k	499.57	View chart
Innovator Etfs Trust Growth Accelerat (XDQQ)	0.1	$1.4M	+39%	39k	36.99	View chart
Morgan Stanley Com New (MS)	0.1	$1.4M	+6%	8.6k	164.56	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.4M	+11%	9.6k	146.28	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$1.4M	+20%	38k	36.76	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$1.4M	+149%	31k	43.59	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.1	$1.4M	+29%	46k	29.89	View chart
Home Depot (HD)	0.1	$1.3M		4.1k	328.90	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.1	$1.3M	+30%	39k	33.93	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.3M	+7%	14k	93.98	View chart
UnitedHealth (UNH)	0.1	$1.3M	+11%	4.8k	270.56	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$1.3M	NEW	14k	92.67	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$1.3M	+122%	27k	47.88	View chart
Applied Materials (AMAT)	0.1	$1.3M	+11%	3.7k	341.77	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$1.3M	+15%	23k	53.99	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$1.2M	+277%	25k	49.61	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.2M	NEW	24k	50.34	View chart
Allison Transmission Hldngs I (ALSN)	0.1	$1.2M	+4%	10k	117.06	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$1.2M	-7%	17k	70.91	View chart
Eaton Corp SHS (ETN)	0.1	$1.2M	+5%	3.3k	357.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.2M	+28%	6.0k	196.21	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$1.2M	NEW	13k	92.28	View chart
Monolithic Power Systems (MPWR)	0.1	$1.2M	+8%	1.1k	1093.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$1.1M	+7%	29k	39.42	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$1.1M	-20%	24k	47.98	View chart
Cisco Systems (CSCO)	0.1	$1.1M	+11%	15k	77.59	View chart
Advanced Micro Devices (AMD)	0.1	$1.1M	+23%	5.5k	203.43	View chart
McDonald's Corporation (MCD)	0.1	$1.1M	+2%	3.6k	310.77	View chart
Abbott Laboratories (ABT)	0.1	$1.1M	+4%	11k	102.67	View chart
Innovator Etfs Trust Equity Defined (TOCT)	0.1	$1.1M	+62%	42k	26.29	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.1M	+2%	16k	67.53	View chart
At&t (T)	0.1	$1.1M		37k	28.99	View chart
Autodesk (ADSK)	0.1	$1.1M	+8%	4.5k	239.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.1M	+9%	12k	90.53	View chart
Qualcomm (QCOM)	0.1	$1.1M	+49%	8.2k	128.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.1M	-28%	3.3k	320.80	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$1.0M	+75%	25k	42.22	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.1	$1.0M	+10%	45k	22.49	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.0M		3.0k	337.95	View chart
Coca-Cola Company (KO)	0.1	$1.0M	+5%	13k	76.05	View chart
Southern Company (SO)	0.1	$1.0M	-10%	10k	96.52	View chart
Oklo Com Cl A (OKLO)	0.1	$995k		20k	49.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.1	$990k	-32%	33k	29.69	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$980k	NEW	37k	26.20	View chart
Micron Technology (MU)	0.1	$977k	+22%	2.9k	337.86	View chart
Bank of America Corporation (BAC)	0.1	$971k		20k	48.75	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.1	$967k	-46%	33k	29.50	View chart
Watts Water Technologies Cl A (WTS)	0.1	$956k	+4%	3.3k	290.29	View chart
Palo Alto Networks (PANW)	0.1	$952k	+16%	5.9k	160.32	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$948k	+46%	28k	33.37	View chart
Caterpillar (CAT)	0.1	$942k	+16%	1.3k	708.43	View chart
Capitol Ser Tr Sterling Cap Enh (SCEC)	0.1	$938k	NEW	37k	25.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$928k	-2%	17k	54.05	View chart
Sterling Cap Fds National Muni Bd	0.1	$921k	NEW	37k	24.86	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$915k	+46%	22k	42.51	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$909k	+5%	24k	38.42	View chart
International Business Machines (IBM)	0.1	$905k	+7%	3.7k	242.37	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$902k	+48%	24k	38.30	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$900k	+3%	2.3k	390.41	View chart
L3harris Technologies (LHX)	0.1	$881k		2.6k	345.18	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.1	$880k	+83%	17k	52.45	View chart
Altria (MO)	0.1	$877k		13k	65.99	View chart
PriceSmart (PSMT)	0.1	$877k	+7%	5.8k	150.49	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$875k	-2%	45k	19.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$874k	+32%	5.9k	148.11	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$869k	+49%	23k	38.24	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$866k	-39%	22k	40.14	View chart
Pepsi (PEP)	0.1	$832k		5.4k	155.30	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$827k	+82%	8.8k	94.24	View chart
Coinbase Global Com Cl A (COIN)	0.1	$824k	+148%	4.7k	174.61	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$821k	+253%	17k	49.69	View chart
Merck & Co (MRK)	0.1	$804k	+14%	6.7k	120.29	View chart
Cirrus Logic (CRUS)	0.1	$795k	+6%	5.5k	144.62	View chart
Honeywell International (HON)	0.1	$793k	+2%	3.5k	226.04	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$778k	NEW	21k	37.49	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.1	$769k	+135%	15k	51.28	View chart
Chubb (CB)	0.1	$769k	+2%	2.4k	325.93	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$768k	-42%	11k	68.11	View chart
Union Pacific Corporation (UNP)	0.1	$765k	+30%	3.2k	242.62	View chart
Air Products & Chemicals (APD)	0.1	$764k	-3%	2.6k	290.52	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$757k	NEW	5.2k	145.74	View chart
Wells Fargo & Company (WFC)	0.1	$746k	+25%	9.4k	79.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$742k	+14%	6.0k	124.30	View chart
Corning Incorporated (GLW)	0.1	$739k	+16%	5.4k	135.96	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$729k	-3%	7.4k	97.91	View chart
Oracle Corporation (ORCL)	0.1	$718k	+7%	4.9k	147.10	View chart
AmerisourceBergen (COR)	0.1	$714k	-4%	2.3k	314.11	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$713k	-10%	16k	45.12	View chart
Philip Morris International (PM)	0.1	$710k	+9%	4.3k	165.33	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$709k		1.7k	426.34	View chart
Verizon Communications (VZ)	0.1	$703k	+12%	14k	50.20	View chart
Yum! Brands (YUM)	0.1	$690k	+10%	4.4k	155.49	View chart
Ryder System (R)	0.1	$668k	-10%	3.3k	204.71	View chart
Goldman Sachs (GS)	0.1	$663k	-4%	784.00	845.68	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$662k	+75%	6.5k	101.74	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$662k	-23%	12k	56.58	View chart
Raytheon Technologies Corp (RTX)	0.1	$659k	+44%	3.4k	192.87	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$656k	+34%	13k	49.89	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$654k	-7%	12k	54.14	View chart
Linde SHS (LIN)	0.1	$652k	+48%	1.3k	495.84	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$648k	+7%	12k	53.77	View chart
Uber Technologies (UBER)	0.1	$648k	+10%	9.0k	71.93	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$644k	-16%	6.6k	97.23	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$644k	-5%	9.4k	68.14	View chart
Expeditors International of Washington (EXPD)	0.1	$642k	+3%	4.5k	143.23	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$637k	-4%	7.6k	83.43	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$632k	NEW	2.1k	298.91	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$627k		4.5k	138.33	View chart
Simon Property (SPG)	0.0	$626k	+6%	3.4k	186.54	View chart
Consolidated Edison (ED)	0.0	$622k		5.5k	113.19	View chart
Lam Research Corp Com New (LRCX)	0.0	$622k	+31%	2.9k	213.67	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$615k	NEW	13k	48.98	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.0	$614k	-6%	10k	60.39	View chart
Blackrock (BLK)	0.0	$612k	-5%	636.00	961.93	View chart
Lpl Financial Holdings (LPLA)	0.0	$605k	+3%	2.0k	300.83	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$594k	NEW	11k	53.33	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.0	$593k	NEW	15k	40.57	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.0	$591k	-7%	6.8k	86.93	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$588k	NEW	12k	47.99	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$586k	+23%	23k	25.64	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$580k	+122%	5.8k	100.18	View chart
Amphenol Corp Cl A (APH)	0.0	$579k	+65%	4.6k	126.36	View chart
Ge Aerospace Com New (GE)	0.0	$576k	+12%	2.0k	283.73	View chart
Lowe's Companies (LOW)	0.0	$575k	-3%	2.4k	236.26	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.0	$574k	+15%	5.3k	108.40	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$573k	-33%	3.2k	181.41	View chart
Totalenergies Se Act (TTE)	0.0	$566k	+4%	6.2k	90.97	View chart
Listed Fds Tr Yields For You I (YFYA)	0.0	$564k	-14%	58k	9.77	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.0	$555k	-20%	10k	54.61	View chart
Ssga Active Tr State Street Bla (HYBL)	0.0	$555k	NEW	20k	27.84	View chart
InterDigital (IDCC)	0.0	$552k	+9%	1.8k	302.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.0	$544k		14k	40.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$542k	-28%	2.8k	191.95	View chart
UGI Corporation (UGI)	0.0	$541k	+4%	15k	36.42	View chart
Ss&c Technologies Holding (SSNC)	0.0	$537k	+3%	8.0k	67.57	View chart
Servicenow (NOW)	0.0	$536k	+30%	5.1k	104.55	View chart
Deere & Company (DE)	0.0	$530k	+4%	941.00	563.43	View chart
Ford Motor Company (F)	0.0	$529k	+4%	46k	11.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$526k	-58%	17k	30.68	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$523k		20k	25.62	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.0	$521k		7.2k	72.60	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$518k	+34%	10k	49.81	View chart
Gilead Sciences (GILD)	0.0	$517k	+6%	3.7k	139.36	View chart
Taylor Morrison Hom (TMHC)	0.0	$517k	+4%	8.9k	58.24	View chart
Franco-Nevada Corporation (FNV)	0.0	$515k	+7%	2.1k	247.05	View chart
ConocoPhillips (COP)	0.0	$513k	-15%	3.9k	132.01	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$509k	-11%	8.2k	62.45	View chart
Amgen (AMGN)	0.0	$497k	+26%	1.4k	351.79	View chart
Dominion Resources (D)	0.0	$493k	+12%	8.0k	61.82	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$491k	-31%	17k	29.13	View chart
Cme (CME)	0.0	$488k	+13%	1.7k	295.43	View chart
Welltower Inc Com reit (WELL)	0.0	$488k	+4%	2.5k	197.75	View chart
Dell Technologies CL C (DELL)	0.0	$485k	+13%	3.0k	164.13	View chart
Johnson Controls Internation SHS (JCI)	0.0	$484k	+16%	3.7k	130.95	View chart
Intel Corporation (INTC)	0.0	$478k	+46%	11k	44.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$477k	-12%	1.9k	247.99	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$473k	+2%	4.1k	115.00	View chart
Southern Copper Corporation (SCCO)	0.0	$472k	+9%	2.7k	172.08	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$466k	+4%	6.6k	70.18	View chart
Monster Beverage Corp (MNST)	0.0	$461k	+46%	6.4k	72.46	View chart
Public Service Enterprise (PEG)	0.0	$459k		5.7k	80.95	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$457k	+4%	2.4k	189.59	View chart
Ge Vernova (GEV)	0.0	$455k	+7%	521.00	873.07	View chart
Phillips 66 (PSX)	0.0	$451k	-17%	2.5k	182.17	View chart
O'reilly Automotive (ORLY)	0.0	$451k	+14%	4.9k	92.31	View chart
Lancaster Colony (MZTI)	0.0	$449k	-15%	3.2k	138.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$449k	-7%	2.1k	215.01	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$447k	+7%	4.3k	103.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$445k	-3%	2.1k	213.67	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$445k	+42%	8.2k	54.55	View chart
Spdr Series Trust State Street Spd (FLRN)	0.0	$444k	-40%	14k	30.78	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$442k	-13%	11k	38.96	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$440k	+18%	11k	39.44	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$439k	+16%	14k	32.22	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.0	$438k	+16%	18k	24.54	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$438k	-6%	9.5k	46.23	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$437k	+44%	7.9k	55.52	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$436k	+26%	9.5k	45.89	View chart
Texas Instruments Incorporated (TXN)	0.0	$434k	+50%	2.2k	194.13	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$432k		27k	15.83	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$425k		11k	40.10	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.0	$424k	+3%	17k	25.14	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.0	$421k	NEW	10k	41.54	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$419k	+11%	1.3k	313.92	View chart
TJX Companies (TJX)	0.0	$419k	+44%	2.6k	159.73	View chart
Exchange Listed Fds Tr Etc Cabana Targt (TDSC)	0.0	$418k	-31%	16k	26.00	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$417k	-5%	1.0k	407.81	View chart
Citigroup Com New (C)	0.0	$417k	+18%	3.7k	113.42	View chart
Omega Healthcare Investors (OHI)	0.0	$416k	+5%	9.5k	43.82	View chart
Api Group Corp Com Stk (APG)	0.0	$415k	+2%	10k	40.52	View chart
First Tr Exchange Traded S&p Intl Divid (FID)	0.0	$415k	-15%	20k	20.95	View chart
Cadence Design Systems (CDNS)	0.0	$414k	+8%	1.5k	277.87	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$412k	-7%	7.2k	56.79	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.0	$410k	NEW	11k	36.48	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.0	$406k	NEW	22k	18.94	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$405k	+3%	8.2k	49.69	View chart
Duke Energy Corp Com New (DUK)	0.0	$405k	-7%	3.1k	130.92	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$402k	-60%	3.9k	103.13	View chart
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM)	0.0	$401k	-18%	4.9k	82.16	View chart
Pfizer (PFE)	0.0	$397k	-30%	14k	28.08	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$396k	+25%	3.9k	100.65	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$395k	NEW	2.8k	142.45	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$394k	+26%	8.1k	48.86	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$392k		11k	35.78	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$389k	-23%	11k	35.71	View chart
Analog Devices (ADI)	0.0	$388k	+18%	1.2k	318.06	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$388k	+28%	5.8k	67.00	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$388k	NEW	11k	36.84	View chart
Astrazeneca Ord (AZN)	0.0	$386k	NEW	2.0k	197.21	View chart
Entergy Corporation (ETR)	0.0	$386k	+5%	3.4k	112.34	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$385k	+33%	7.8k	49.37	View chart
Cardinal Health (CAH)	0.0	$384k	+15%	1.8k	211.31	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.0	$383k	-17%	23k	16.77	View chart
Ishares Tr Global Equity (GLOF)	0.0	$382k	+65%	7.3k	52.12	View chart
Celestica (CLS)	0.0	$381k	-23%	1.4k	281.68	View chart
Motorola Solutions Com New (MSI)	0.0	$380k	+47%	875.00	433.99	View chart
Intuit (INTU)	0.0	$379k	+14%	878.00	432.17	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$378k	+5%	3.2k	118.62	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$373k	-43%	4.1k	91.64	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$369k	-17%	1.0k	356.56	View chart
Waste Management (WM)	0.0	$368k	+6%	1.6k	229.82	View chart
Corcept Therapeutics Incorporated (CORT)	0.0	$367k		9.1k	40.31	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.0	$366k	-2%	5.5k	66.77	View chart
Evergy (EVRG)	0.0	$365k	-3%	4.4k	81.92	View chart
Ralph Lauren Corp Cl A (RL)	0.0	$364k		1.1k	343.99	View chart
Exchange Listed Fds Tr Etc Cabana Targt (CLSM)	0.0	$362k	-35%	16k	23.24	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$362k	-72%	4.1k	88.45	View chart
Spdr Series Trust State Street Spd (SPBO)	0.0	$362k	NEW	13k	29.03	View chart
Innovator Etfs Trust Equity Jan 20227 (TJAN)	0.0	$359k		13k	27.10	View chart
Us Bancorp Com New (USB)	0.0	$351k	+11%	6.8k	52.01	View chart
Royal Caribbean Cruises (RCL)	0.0	$349k	+9%	1.3k	275.18	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.0	$347k	NEW	7.1k	48.98	View chart
Medtronic SHS (MDT)	0.0	$346k	-10%	4.0k	86.65	View chart
American Express Company (AXP)	0.0	$344k		1.1k	302.43	View chart
Everpure Cl A (PSTG)	0.0	$342k		5.8k	59.04	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$342k	-14%	4.3k	78.66	View chart
Bristol Myers Squibb (BMY)	0.0	$339k	-10%	5.6k	60.65	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$338k	-10%	2.5k	132.88	View chart
IDEXX Laboratories (IDXX)	0.0	$337k	+3%	600.00	561.89	View chart
Boeing Company (BA)	0.0	$336k	+8%	1.7k	199.07	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.0	$334k	+18%	4.4k	75.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$333k	-51%	1.3k	261.84	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$333k	+14%	13k	26.58	View chart
Universal Hlth Svcs CL B (UHS)	0.0	$333k	+3%	1.9k	178.97	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$328k	+12%	3.9k	84.85	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXO)	0.0	$327k	NEW	9.7k	33.78	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$327k	-38%	3.5k	92.69	View chart
Prologis (PLD)	0.0	$326k	+23%	2.5k	132.19	View chart
Innovator Etfs Trust Equity Defined P (ZAPR)	0.0	$326k		13k	26.10	View chart
Shell Spon Ads (SHEL)	0.0	$325k	-6%	3.5k	93.01	View chart
CSX Corporation (CSX)	0.0	$323k	+30%	7.9k	41.05	View chart
Genpact SHS (G)	0.0	$322k	+3%	8.7k	37.25	View chart
Comcast Corp Cl A (CMCSA)	0.0	$319k	+5%	11k	28.71	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIMR)	0.0	$318k	-42%	10k	30.91	View chart
Starbucks Corporation (SBUX)	0.0	$316k	-2%	3.5k	89.59	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$316k		7.9k	40.19	View chart
Target Corporation (TGT)	0.0	$315k	+20%	2.6k	121.20	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$314k	NEW	238.00	1320.83	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$312k	+39%	1.6k	198.29	View chart
Leidos Holdings (LDOS)	0.0	$311k		2.0k	155.52	View chart
Dupont De Nemours (DD)	0.0	$311k	NEW	6.8k	45.80	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$310k	+8%	1.3k	233.27	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.0	$308k	NEW	15k	20.75	View chart
Walt Disney Company (DIS)	0.0	$303k	-2%	3.1k	96.38	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.0	$303k	NEW	14k	21.57	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	0.0	$302k	-19%	7.7k	39.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$298k	-30%	6.9k	43.06	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$298k	NEW	6.6k	44.80	View chart
Ishares Msci Cda Etf (EWC)	0.0	$297k	-28%	5.4k	54.79	View chart
Enbridge (ENB)	0.0	$294k		5.4k	54.14	View chart
Agilent Technologies Inc C ommon (A)	0.0	$290k	+14%	2.5k	113.99	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$289k	+18%	7.3k	39.68	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$289k	-98%	1.2k	236.32	View chart
MercadoLibre (MELI)	0.0	$289k		167.00	1729.02	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$280k	-15%	5.3k	52.78	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$277k		2.9k	96.69	View chart
Automatic Data Processing (ADP)	0.0	$276k	+11%	1.4k	203.20	View chart
Northrop Grumman Corporation (NOC)	0.0	$276k	NEW	405.00	681.69	View chart
Carlyle Group (CG)	0.0	$275k	+17%	5.7k	48.39	View chart
3M Company (MMM)	0.0	$275k	-13%	1.9k	145.26	View chart
First Tr Exchange-traded Vest High Yield (HYTI)	0.0	$275k	NEW	14k	19.26	View chart
Metropcs Communications (TMUS)	0.0	$274k	+29%	1.3k	210.10	View chart
Novartis Sponsored Adr (NVS)	0.0	$273k	NEW	1.8k	152.75	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$269k	-5%	5.1k	52.76	View chart
salesforce (CRM)	0.0	$268k	+21%	1.4k	186.65	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$268k	NEW	2.1k	128.15	View chart
Allstate Corporation (ALL)	0.0	$266k		1.3k	207.34	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$266k		2.9k	90.94	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$265k	NEW	11k	23.32	View chart
Newmont Mining Corporation (NEM)	0.0	$264k	NEW	2.4k	108.26	View chart
Sempra Energy (SRE)	0.0	$262k	+13%	2.7k	97.18	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$262k	-10%	5.6k	46.91	View chart
First Tr Exchange-traded Ipox Europe Eq (FPXE)	0.0	$262k	-16%	8.4k	31.23	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$261k	NEW	3.1k	83.56	View chart
Intuitive Surgical Com New (ISRG)	0.0	$260k	+30%	564.00	460.99	View chart
PG&E Corporation (PCG)	0.0	$259k	+10%	15k	17.57	View chart
CVS Caremark Corporation (CVS)	0.0	$256k	+14%	3.6k	71.83	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$255k		3.2k	80.58	View chart
Progressive Corporation (PGR)	0.0	$255k	+22%	1.3k	198.29	View chart
Emerson Electric (EMR)	0.0	$255k	NEW	1.9k	131.04	View chart
American Tower Reit (AMT)	0.0	$250k	+11%	1.4k	172.59	View chart
Fifth Third Ban (FITB)	0.0	$249k	+21%	5.4k	46.46	View chart
Hartford Financial Services (HIG)	0.0	$246k	NEW	1.8k	135.24	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$245k	-22%	745.00	328.66	View chart
Ishares Tr Morningstar Valu (ILCV)	0.0	$244k	NEW	2.6k	93.13	View chart
Garmin SHS (GRMN)	0.0	$243k	NEW	1.0k	232.03	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$238k	+52%	4.0k	59.03	View chart
Snowflake Com Shs (SNOW)	0.0	$238k	+30%	1.6k	150.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$238k	-18%	5.9k	40.47	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.0	$236k	-59%	4.7k	50.62	View chart
Southwest Airlines (LUV)	0.0	$235k	NEW	6.3k	37.57	View chart
Marathon Petroleum Corp (MPC)	0.0	$235k	NEW	962.00	244.29	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$235k	-14%	3.3k	71.13	View chart
Martin Marietta Materials (MLM)	0.0	$234k	NEW	398.00	588.69	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$234k	NEW	6.9k	33.79	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$234k	NEW	387.00	605.01	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$234k	-14%	6.9k	33.86	View chart
Adobe Systems Incorporated (ADBE)	0.0	$233k	+25%	960.00	243.08	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.0	$233k	-13%	8.5k	27.32	View chart
Colgate-Palmolive Company (CL)	0.0	$229k	NEW	2.7k	85.22	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$229k	-13%	5.0k	45.50	View chart
First Tr Exch Trd Alphdx Latin Amer Alp (FLN)	0.0	$227k	-15%	8.9k	25.52	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.0	$226k	NEW	2.2k	100.97	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.0	$226k	-62%	6.7k	33.75	View chart
Illinois Tool Works (ITW)	0.0	$225k	NEW	864.00	260.33	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$224k	NEW	933.00	240.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.0	$220k	NEW	4.4k	50.33	View chart
Kinder Morgan (KMI)	0.0	$217k	NEW	6.5k	33.53	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$217k		6.0k	36.11	View chart
Thermo Fisher Scientific (TMO)	0.0	$215k	-11%	436.00	491.92	View chart
Cummins (CMI)	0.0	$214k	NEW	397.00	538.13	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.0	$213k		9.7k	22.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$211k	NEW	3.8k	55.85	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	0.0	$211k	NEW	8.4k	25.04	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.0	$211k	-19%	4.1k	51.50	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.0	$211k	-59%	3.0k	70.36	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.0	$210k	NEW	8.8k	23.86	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.0	$209k		5.2k	40.14	View chart
Fastenal Company (FAST)	0.0	$208k	NEW	4.5k	46.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.0	$205k	-18%	4.9k	41.69	View chart
United Sts Oil Units (USO)	0.0	$205k	NEW	1.6k	127.27	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	0.0	$205k	NEW	7.7k	26.58	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$204k	NEW	2.2k	92.72	View chart
Oneok (OKE)	0.0	$202k	NEW	2.2k	90.38	View chart
Constellation Energy (CEG)	0.0	$202k	-2%	722.00	279.26	View chart
C H Robinson Worldwide In Com New (CHRW)	0.0	$201k	NEW	1.2k	166.07	View chart
Ross Stores (ROST)	0.0	$201k	NEW	926.00	216.70	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$80k	NEW	15k	5.32	View chart
Stellantis SHS (STLA)	0.0	$76k		11k	7.09	View chart
Aurora Innovation Class A Com (AUR)	0.0	$43k	NEW	11k	4.12	View chart

Past Filings by Triad Wealth Partners

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

Triad Wealth Partners 2026 Q1 filed April 16, 2026
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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