Portfolio (Quarterly)
Guide ↗
Triad Wealth Partners, LLC
· CIK 0002012717| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | VDC | VANGUARD WORLD FD | — | 1,001 | $211K | 0.02% | SOLD |
| 42 | MCO | MOODYS CORP | Financial Services | 408 | $208K | 0.02% | SOLD |
| 43 | O | REALTY INCOME CORP | Real Estate | 3,640 | $205K | 0.02% | SOLD |
| 44 | IGIB | ISHARES TR | — | 3,766 | $203K | 0.02% | SOLD |
| 45 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 965 | $202K | 0.02% | SOLD |
| 46 | BSV | VANGUARD BD INDEX FDS | — | 2,552 | $201K | 0.02% | SOLD |
| 47 | TDSB | EXCHANGE LISTED FDS TR | — | 8,382 | $201K | 0.02% | SOLD |
| 48 | OWL | BLUE OWL CAPITAL INC | Financial Services | 12,904 | $193K | 0.02% | SOLD |
| 49 | RPHS | TWO RDS SHARED TR | — | 10,437 | $106K | 0.01% | SOLD |
Sector Allocation
Technology
33.4%
Financial Services
18.2%
Consumer Cyclical
9.1%
Communication Services
8.6%
Energy
7.8%
Healthcare
6.5%
Consumer Defensive
5.3%
Industrials
5.2%
Utilities
4.0%
Basic Materials
1.2%