Triad-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "TRU",
  "FNDF",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "GOOGL",
  "T",
  "BLK",
  null,
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  "D",
  null,
  null,
  "HON",
  null,
  "HD",
  "AZN",
  null,
  "MCD",
  null,
  null,
  "INTU",
  null,
  null,
  null,
  "UNP",
  "QCOM",
  "SCCO",
  null,
  "EMXC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "BBUS",
  "LHX",
  "LRCX",
  "LIN",
  null,
  "MA",
  null,
  "MDT",
  "MSFT",
  "MS",
  "EVRG",
  null,
  "ORLY",
  "BX",
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "ORCL",
  "OKE",
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PEP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "LDOS",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "PSTG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IEFA",
  null,
  "SCHX",
  "NOW",
  "SPG",
  "SPDW",
  null,
  "SPYG",
  "SPLG",
  "IBM",
  "TDG",
  "UBER",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWO",
  "IWN",
  "IEF",
  "TSM",
  null,
  "MGC",
  null,
  "R",
  "SAIC",
  "CAH",
  "LANC",
  "IDXX",
  "PEG",
  "VIGI",
  "AMZN",
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "VUG",
  "VEA",
  "VTEB",
  "BND",
  "VOO",
  "VEEV",
  "V",
  "WMT",
  "WELL",
  null,
  null,
  null,
  "DVY",
  "SCHF",
  "SO",
  "CRM",
  "LYV",
  null,
  "IXUS",
  "SPYV",
  "STLA",
  "BAC",
  "BRK-B",
  null,
  "BMY",
  "CG",
  "CVX",
  "CMG",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "CPRT",
  "ED",
  "COST",
  "DDOG",
  "DFAC",
  "RSP",
  "NEE",
  "QQQ",
  null,
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  null,
  "MO",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 212
Total Value: 321668664
Accession Number: 0002012717-25-000003
Form Type: 13F-HR
CIK: triad-wealth-partners
Manager Name: Triad-Wealth-Partners

Data Enrichment

62% identified

131 identified81 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

212 positions • $321.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Accenture plc

ACN|G1151C101

Shares:690

Value:$215.3K

% of Portfolio:0.1% ($215.3K/$321.7M)

81752T528

Shares:8.1K

Value:$214.1K

% of Portfolio:0.1% ($214.1K/$321.7M)

ONEOK INC /NEW/

OKE|682680103

Shares:2.2K

Value:$213.4K

% of Portfolio:0.1% ($213.4K/$321.7M)

464287432

Shares:2.3K

Value:$210.4K

% of Portfolio:0.1% ($210.4K/$321.7M)

Science Applications International Corp

SAIC|808625107

Shares:1.9K

Value:$209.5K

% of Portfolio:0.1% ($209.5K/$321.7M)

45784N601

Shares:8.4K

Value:$207.4K

% of Portfolio:0.1% ($207.4K/$321.7M)

25434V666

Shares:6.7K

Value:$206.2K

% of Portfolio:0.1% ($206.2K/$321.7M)

025072703

AVDE|025072703

Shares:3.1K

Value:$205.0K

% of Portfolio:0.1% ($205.0K/$321.7M)

ASTRAZENECA PLC

AZN|046353108

Shares:2.8K

Value:$203.4K

% of Portfolio:0.1% ($203.4K/$321.7M)

45782C789

Shares:4.7K

Value:$202.0K

% of Portfolio:0.1% ($202.0K/$321.7M)

TransDigm Group INC

TDG|893641100

Shares:146

Value:$202.0K

% of Portfolio:0.1% ($202.0K/$321.7M)

Stellantis N.V.

STLA|N82405106

Shares:10.1K

Value:$113.6K

% of Portfolio:0.0% ($113.6K/$321.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Accenture plc(ACNcusipG1151C101)	690	QoQ -38.61% (-434) YoY -16.76% (-139)	All Managers (Combined)	$215.3K	0.1% ($215.3K/$321.7M)	QoQ -45.54% (-$180.1K) YoY -25.06% (-$72.0K)
(cusip81752T528)✕	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$214.1K	0.1% ($214.1K/$321.7M)	QoQ NEW(+$214.1K) YoY NEW(+$214.1K)
ONEOK INC /NEW/(OKEcusip682680103)	2.2K	QoQ -7.95% (-186) YoY NEW(+2.2K)	All Managers (Combined)	$213.4K	0.1% ($213.4K/$321.7M)	QoQ -9.05% (-$21.2K) YoY NEW(+$213.4K)
(cusip464287432)✕	2.3K	QoQ -92.98% (-30.7K) YoY NEW(+2.3K)	All Managers (Combined)	$210.4K	0.1% ($210.4K/$321.7M)	QoQ -92.68% (-$2.7M) YoY NEW(+$210.4K)
Science Applications International Corp(SAICcusip808625107)	1.9K	QoQ +0.10% (+2) YoY NEW(+1.9K)	All Managers (Combined)	$209.5K	0.1% ($209.5K/$321.7M)	QoQ +0.54% (+$1.1K) YoY NEW(+$209.5K)
(cusip45784N601)✕	8.4K	QoQ NEW(+8.4K) YoY NEW(+8.4K)	All Managers (Combined)	$207.4K	0.1% ($207.4K/$321.7M)	QoQ NEW(+$207.4K) YoY NEW(+$207.4K)
(cusip25434V666)✕	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$206.2K	0.1% ($206.2K/$321.7M)	QoQ NEW(+$206.2K) YoY NEW(+$206.2K)
(AVDEcusip025072703)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$205.0K	0.1% ($205.0K/$321.7M)	QoQ NEW(+$205.0K) YoY NEW(+$205.0K)
ASTRAZENECA PLC(AZNcusip046353108)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$203.4K	0.1% ($203.4K/$321.7M)	QoQ NEW(+$203.4K) YoY NEW(+$203.4K)
(cusip45782C789)✕	4.7K	QoQ 0.00% (-0) YoY NEW(+4.7K)	All Managers (Combined)	$202.0K	0.1% ($202.0K/$321.7M)	QoQ -3.10% (-$6.5K) YoY NEW(+$202.0K)
TransDigm Group INC(TDGcusip893641100)	146	QoQ NEW(+146) YoY NEW(+146)	All Managers (Combined)	$202.0K	0.1% ($202.0K/$321.7M)	QoQ NEW(+$202.0K) YoY NEW(+$202.0K)
Stellantis N.V.(STLAcusipN82405106)	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$113.6K	0.0% ($113.6K/$321.7M)	QoQ NEW(+$113.6K) YoY NEW(+$113.6K)