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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AMAZON COM INC

AMZN|023135106

Shares:19.3K

Value:$3.7M

% of Portfolio:1.1% ($3.7M/$321.7M)

46138E339

Shares:38.2K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$321.7M)

921937835

BND|921937835

Shares:44.8K

Value:$3.3M

% of Portfolio:1.0% ($3.3M/$321.7M)

NVIDIA CORP

NVDA|67066G104

Shares:29.9K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$321.7M)

46435G250

Shares:68.1K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$321.7M)

921910873

MGC|921910873

Shares:15.8K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$321.7M)

464287226

Shares:27.0K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$321.7M)

46641Q241

Shares:55.0K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$321.7M)

921943858

VEA|921943858

Shares:48.6K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$321.7M)

97717X669

Shares:30.7K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$321.7M)

464288281

Shares:27.0K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$321.7M)

Broadcom Inc.

AVGO|11135F101

Shares:13.9K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$321.7M)

Meta Platforms, Inc.

META|30303M102

Shares:4.0K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$321.7M)

46429B267

Shares:92.1K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$321.7M)

46138J619

Shares:39.2K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$321.7M)

46429B291

Shares:43.6K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$321.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:7.8K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$321.7M)

46641Q159

Shares:39.9K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$321.7M)

464287200

IVV|464287200

Shares:3.0K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$321.7M)

25434V708

DFAC|25434V708

Shares:49.3K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$321.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	19.3K	QoQ +19.59% (+3.2K) YoY +172.05% (+12.2K)	All Managers (Combined)	$3.7M	1.1% ($3.7M/$321.7M)	QoQ +3.71% (+$131.6K) YoY +186.95% (+$2.4M)
(cusip46138E339)✕	38.2K	QoQ +16.77% (+5.5K) YoY NEW(+38.2K)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$321.7M)	QoQ +13.72% (+$426.7K) YoY NEW(+$3.5M)
(BNDcusip921937835)	44.8K	QoQ -23.98% (-14.1K) YoY -78.18% (-160.6K)	All Managers (Combined)	$3.3M	1.0% ($3.3M/$321.7M)	QoQ -22.35% (-$947.3K) YoY -77.94% (-$11.6M)
NVIDIA CORP(NVDAcusip67066G104)	29.9K	QoQ +22.68% (-5.5K) YoY +2790.52% (+28.9K)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$321.7M)	QoQ -0.98% (-$32.3K) YoY +246.66% (+$2.3M)
(cusip46435G250)✕	68.1K	QoQ +9.04% (+5.6K) YoY +6.40% (+4.1K)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$321.7M)	QoQ +9.23% (+$270.9K) YoY +7.24% (+$216.6K)
(MGCcusip921910873)	15.8K	QoQ NEW(+15.8K) YoY NEW(+15.8K)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$321.7M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
(cusip464287226)✕	27.0K	QoQ +20.57% (+4.6K) YoY NEW(+27.0K)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$321.7M)	QoQ +23.08% (+$500.4K) YoY NEW(+$2.7M)
(cusip46641Q241)✕	55.0K	QoQ +13.92% (+6.7K) YoY NEW(+55.0K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$321.7M)	QoQ +16.26% (+$354.8K) YoY NEW(+$2.5M)
(VEAcusip921943858)	48.6K	QoQ +103.90% (+24.8K) YoY NEW(+48.6K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$321.7M)	QoQ +116.73% (+$1.3M) YoY NEW(+$2.5M)
(cusip97717X669)✕	30.7K	QoQ -25.97% (-10.8K) YoY -73.36% (-84.6K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$321.7M)	QoQ -26.95% (-$905.2K) YoY -72.08% (-$6.3M)
(cusip464288281)✕	27.0K	QoQ +29.08% (+6.1K) YoY NEW(+27.0K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$321.7M)	QoQ +31.32% (+$583.9K) YoY NEW(+$2.4M)
Broadcom Inc.(AVGOcusip11135F101)	13.9K	QoQ +42.65% (+4.1K) YoY +2434.36% (+13.3K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$321.7M)	QoQ +3.02% (+$68.1K) YoY +220.15% (+$1.6M)
Meta Platforms, Inc.(METAcusip30303M102)	4.0K	QoQ +16.87% (+581) YoY +443.78% (+3.3K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$321.7M)	QoQ +15.04% (+$303.4K) YoY +545.46% (+$2.0M)
(cusip46429B267)✕	92.1K	QoQ +18.84% (+14.6K) YoY NEW(+92.1K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$321.7M)	QoQ +18.86% (+$336.1K) YoY NEW(+$2.1M)
(cusip46138J619)✕	39.2K	QoQ -38.94% (-25.0K) YoY -80.84% (-165.2K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$321.7M)	QoQ -39.97% (-$1.4M) YoY -81.50% (-$9.2M)
(cusip46429B291)✕	43.6K	QoQ +174.81% (+27.7K) YoY NEW(+43.6K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$321.7M)	QoQ +179.16% (+$1.3M) YoY NEW(+$2.1M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	7.8K	QoQ +4.97% (+371) YoY +103.27% (+4.0K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$321.7M)	QoQ +7.42% (+$132.7K) YoY +148.93% (+$1.1M)
(cusip46641Q159)✕	39.9K	QoQ +52.76% (+13.8K) YoY NEW(+39.9K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$321.7M)	QoQ +54.26% (+$646.4K) YoY NEW(+$1.8M)
(IVVcusip464287200)	3.0K	QoQ +1.92% (-57) YoY NEW(+3.0K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$321.7M)	QoQ -2.73% (-$47.6K) YoY NEW(+$1.7M)
(DFACcusip25434V708)	49.3K	QoQ +305.56% (+37.1K) YoY NEW(+49.3K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$321.7M)	QoQ +286.80% (+$1.2M) YoY NEW(+$1.6M)