Portfolio (Quarterly)
Guide ↗
Triad Wealth Partners, LLC
· CIK 0002012717| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | FLRN | SPDR SERIES TRUST | — | 14,426 | $444K | 0.04% | SOLD |
| 22 | AVIG | AMERICAN CENTY ETF TR | — | 10,131 | $421K | 0.03% | SOLD |
| 23 | OHI | OMEGA HEALTHCARE INVS INC | Real Estate | 9,498 | $416K | 0.03% | SOLD |
| 24 | FSIG | FIRST TR EXCHANGE-TRADED FD | — | 21,453 | $406K | 0.03% | SOLD |
| 25 | SGOV | ISHARES TR | — | 3,930 | $396K | 0.03% | SOLD |
| 26 | XLF | SELECT SECTOR SPDR TR | — | 7,802 | $385K | 0.03% | SOLD |
| 27 | SHOP | SHOPIFY INC | Technology | 3,184 | $378K | 0.03% | SOLD |
| 28 | BIL | SPDR SERIES TRUST | — | 4,073 | $373K | 0.03% | SOLD |
| 29 | CORT | CORCEPT THERAPEUTICS INC | Healthcare | 9,092 | $366K | 0.03% | SOLD |
| 30 | RL | RALPH LAUREN CORP | Consumer Cyclical | 1,057 | $364K | 0.03% | SOLD |
| 31 | SPBO | SPDR SERIES TRUST | — | 12,452 | $361K | 0.03% | SOLD |
| 32 | ILTB | ISHARES TR | — | 7,074 | $346K | 0.03% | SOLD |
| 33 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 1,858 | $333K | 0.03% | SOLD |
| 34 | SIXO | AIM ETF PRODUCTS TRUST | — | 9,691 | $327K | 0.03% | SOLD |
| 35 | GLDM | WORLD GOLD TR | Financial Services | 3,530 | $327K | 0.03% | SOLD |
| 36 | G | GENPACT LIMITED | Technology | 8,655 | $322K | 0.03% | SOLD |
| 37 | DD | DUPONT DE NEMOURS INC | Basic Materials | 6,792 | $311K | 0.03% | SOLD |
| 38 | FIIG | FIRST TR EXCHANGE-TRADED FD | — | 14,862 | $308K | 0.02% | SOLD |
| 39 | LGOV | FIRST TR EXCHANGE-TRADED FD | — | 14,056 | $303K | 0.02% | SOLD |
| 40 | FICS | FIRST TR EXCHANGE TRADED FD | — | 7,742 | $302K | 0.02% | SOLD |
Sector Allocation
Technology
38.3%
Financial Services
16.7%
Consumer Cyclical
9.2%
Healthcare
7.3%
Communication Services
6.6%
Industrials
6.1%
Energy
6.1%
Consumer Defensive
5.0%
Utilities
3.0%
Basic Materials
1.0%