Portfolio (Quarterly)
Guide ↗
Triad Wealth Partners, LLC
· CIK 0002012717| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | — | WEBULL CORP | — | 15,731.0 | $114K | 0.01% | NEW | — | $7.26 | — |
| 142 | LCID | LUCID GROUP INC | Consumer Cyclical | 14,054.0 | $108K | 0.01% | NEW | — | $7.70 | -28.4% |
| 143 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 10,097.0 | $63K | 0.00% | NEW | — | $6.26 | -3.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%