Stock Taper

TRIAD WEALTH PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Abbott LaboratoriesABT9.99K$1.07M
Lloyds Banking Group plcLYG10.1K$63.21K
CrowdStrike Holdings, Inc.CRWD10.19K$2.06M
U.S. BancorpUSB10.3K$658.85K
APi Group CorporationAPG10.31K$410.71K
Berkshire Hathaway Inc.BRK-B10.41K$5.34M
Wells Fargo & CompanyWFC10.43K$916.45K
Aurora Innovation, Inc.AUR10.52K$71.41K
Palantir Technologies Inc.PLTR10.58K$1.33M
CSX CorporationCSX10.58K$527.02K
Tractor Supply CompanyTSCO10.63K$341.44K
Meta Platforms, Inc.META10.64K$6.28M
Kinder Morgan, Inc.KMI11.02K$346.15K
Morgan StanleyMS11.05K$2.33M
Johnson & JohnsonJNJ11.59K$2.95M
The Simply Good Foods CompanySMPL11.61K$131.4K
Comcast CorporationCMCSA11.87K$291.4K
The Procter & Gamble CompanyPG12.27K$1.78M
Merck & Co., Inc.MRK12.27K$1.57M
Intel Corp.INTC13.26K$1.21M