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CVS Caremark Corporation shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of CVS Caremark Corporation (CVS) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in CVS Caremark Corporation

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All positions including CVS Caremark Corporation held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CVS Caremark Corporation by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $246k 3.1k 79.36
2024-06-30 $18k 300 59.06

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
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First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
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Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding CVS Caremark Corporation

BlackRock
Vanguard Group
Capital World Investors
Dodge & Cox
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Capital Research and Management Company - Division 3
Invesco
Norges Bank Investment Management
Pzena Investment Management
Citadel Advisors
Charles Schwab Investment Management
Davis Selected Advisers

View all funds holding CVS Caremark Corporation