Stock Taper

TRIAD WEALTH PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Advanced Micro Devices, Inc.AMD6.08K$2.95M
Public Service Enterprise Group IncorporatedPEG6.23K$477.36K
The Carlyle Group Inc.CG6.27K$306.78K
PepsiCo, Inc.PEP6.53K$912.15K
The Charles Schwab CorporationSCHW6.55K$693.28K
Arista Networks, Inc.ANET6.56K$1.21M
Monster Beverage CorporationMNST6.6K$617.71K
Oracle CorporationORCL6.7K$950.73K
Realty Income CorporationO6.94K$440.4K
Visa Inc.V7.13K$2.61M
Dominion Energy, Inc.D7.29K$501.13K
Bristol-Myers Squibb CompanyBMY7.31K$478.56K
Amphenol CorporationAPH7.42K$1.21M
Carnival Corporation & plcCCL7.52K$216.17K
Fifth Third BancorpFITB7.8K$443.94K
Enbridge Inc.ENB8.02K$434.09K
Chipotle Mexican Grill, Inc.CMG8.03K$300.84K
Philip Morris International Inc.PM8.53K$1.6M
QUALCOMM IncorporatedQCOM8.9K$1.35M
Intapp, Inc.INTA9.24K$308.75K