Stock Taper

TRIAD WEALTH PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Costco Wholesale CorporationCOST4.25K$4.05M
Prologis, Inc.PLD4.25K$611.92K
GE AerospaceGE4.24K$1.57M
Simon Property Group, Inc.SPG4.24K$971.5K
McDonald's CorporationMCD4.14K$1.1M
Planet Fitness, Inc.PLNT4.13K$232.17K
Texas Instruments IncorporatedTXN4.08K$1.1M
The TJX Companies, Inc.TJX3.85K$605.77K
Freeport-McMoRan Inc.FCX3.83K$243.46K
Colgate-Palmolive CompanyCL3.82K$343.25K
Lam Research CorporationLRCX3.81K$1.12M
Eaton Corporation plcETN3.81K$1.67M
Union Pacific CorporationUNP3.8K$1.11M
CVS Health Corp.CVS3.67K$386.83K
Duke Energy CorporationDUK3.61K$448.66K
3M CompanyMMM3.59K$635.48K
Mastercard IncorporatedMA3.52K$2.01M
The Williams Companies, Inc.WMB3.45K$243.29K
Leidos Holdings, Inc.LDOS3.33K$395.22K
Shell plcSHEL3.32K$302.66K