TRIAD WEALTH PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 74K | $13.73M |
 | AAPL | 55K | $14.09M |
 | NEE | 54K | $4.07M |
 | ET | 47K | $804.37K |
 | AMZN | 42K | $9.25M |
 | XOM | 36K | $4.07M |
 | T | 33K | $921.50K |
 | AVGO | 27K | $9.04M |
 | MSFT | 27K | $13.96M |
 | CVX | 24K | $3.79M |
 | OKLO | 20K | $2.27M |
 | PFE | 20K | $511.64K |
 | WMT | 17K | $1.79M |
 | CCL | 17K | $494.53K |
 | GOOGL | 16K | $3.88M |
 | VZ | 16K | $699.74K |
 | TSLA | 14K | $5.01M |
 | PCG | 13K | $203.40K |
 | BAC | 13K | $657.96K |
 | GOOG | 12K | $2.97M |
NVIDIA Corporation
NVDA
Shares Held
74K
Value
$13.73M
Apple Inc.
AAPL
Shares Held
55K
Value
$14.09M
NextEra Energy, Inc.
NEE
Shares Held
54K
Value
$4.07M
Energy Transfer LP
ET
Shares Held
47K
Value
$804.37K
Amazon.com, Inc.
AMZN
Shares Held
42K
Value
$9.25M
Exxon Mobil Corporation
XOM
Shares Held
36K
Value
$4.07M
AT&T Inc.
T
Shares Held
33K
Value
$921.50K
Broadcom Inc.
AVGO
Shares Held
27K
Value
$9.04M
Microsoft Corporation
MSFT
Shares Held
27K
Value
$13.96M
Chevron Corporation
CVX
Shares Held
24K
Value
$3.79M
Oklo Inc.
OKLO
Shares Held
20K
Value
$2.27M
Pfizer Inc.
PFE
Shares Held
20K
Value
$511.64K
Walmart Inc.
WMT
Shares Held
17K
Value
$1.79M
Carnival Corporation & plc
CCL
Shares Held
17K
Value
$494.53K
Alphabet Inc.
GOOGL
Shares Held
16K
Value
$3.88M
Verizon Communications Inc.
VZ
Shares Held
16K
Value
$699.74K
Tesla, Inc.
TSLA
Shares Held
14K
Value
$5.01M
Pacific Gas & Electric Co.
PCG
Shares Held
13K
Value
$203.40K
Bank of America Corporation
BAC
Shares Held
13K
Value
$657.96K
Alphabet Inc.
GOOG
Shares Held
12K
Value
$2.97M