Portfolio (Quarterly)
Guide ↗
Triad Wealth Partners, LLC
· CIK 0002012717| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | FTSL | FIRST TR EXCHANGE-TRADED FD | — | 6,641 | $298K | 0.02% | SOLD |
| 42 | EWC | ISHARES INC | — | 5,413 | $297K | 0.02% | SOLD |
| 43 | MGC | VANGUARD WORLD FD | — | 1,222 | $289K | 0.02% | SOLD |
| 44 | HYTI | FIRST TR EXCHANGE-TRADED FD | — | 14,265 | $275K | 0.02% | SOLD |
| 45 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 5,091 | $269K | 0.02% | SOLD |
| 46 | IWP | ISHARES TR | — | 2,094 | $268K | 0.02% | SOLD |
| 47 | FPXE | FIRST TR EXCHANGE-TRADED FD | — | 8,386 | $262K | 0.02% | SOLD |
| 48 | IDEV | ISHARES TR | — | 3,124 | $261K | 0.02% | SOLD |
| 49 | PCG | PG&E CORP | Utilities | 14,757 | $259K | 0.02% | SOLD |
| 50 | AMT | AMERICAN TOWER CORP | Real Estate | 1,449 | $250K | 0.02% | SOLD |
| 51 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 4,034 | $238K | 0.02% | SOLD |
| 52 | LUV | SOUTHWEST AIRLS CO | Industrials | 6,264 | $235K | 0.02% | SOLD |
| 53 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 398 | $234K | 0.02% | SOLD |
| 54 | FLN | FIRST TR EXCH TRD ALPHDX FD | — | 8,902 | $227K | 0.02% | SOLD |
| 55 | BILZ | PIMCO ETF TR | — | 2,238 | $226K | 0.02% | SOLD |
| 56 | FSEP | FIRST TR EXCHNG TRADED FD VI | — | 4,361 | $219K | 0.02% | SOLD |
| 57 | — | ELEVATION SERIES TRUST | — | 8,417 | $211K | 0.02% | SOLD |
| 58 | NFTY | FIRST TR EXCH TRD ALPHDX FD | — | 4,091 | $211K | 0.02% | SOLD |
| 59 | — | AIM ETF PRODUCTS TRUST | — | 7,694 | $205K | 0.02% | SOLD |
| 60 | USMV | ISHARES TR | — | 2,200 | $204K | 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%