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Veeva Sys Inc cl a shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Veeva Sys Inc cl a (VEEV) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Veeva Sys Inc cl a

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All positions including Veeva Sys Inc cl a held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Veeva Sys Inc cl a by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 927 297.91
2025-06-30 $235k 817 287.98
2025-03-31 $218k 939 231.63
2024-12-31 $212k 1.0k 210.25
2024-06-30 $115k 626 183.01

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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 Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

Top funds holding Veeva Sys Inc cl a

Vanguard Group
BlackRock
FMR
Alliancebernstein
T. Rowe Price Investment Management
Principal Financial Group
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Linonia Partnership
Tiger Global Management
AQR Capital Management
Massachusetts Financial Services
Franklin Resources
Nuveen

View all funds holding Veeva Sys Inc cl a