Stock Taper

TRIAD WEALTH PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AstraZeneca PLCAZN2.13K$336.61K
Targa Resources Corp.TRGP2.04K$538.73K
Capital One Financial CorporationCOF2.03K$442.69K
PriceSmart, Inc.PSMT1.98K$390.81K
T. Rowe Price Group, Inc.TROW1.98K$224.58K
The PNC Financial Services Group, Inc.PNC1.96K$493.85K
PACCAR IncPCAR1.96K$258.4K
Booking Holdings Inc.BKNG1.96K$376.95K
Novartis AGNVS1.95K$299.5K
Accenture plcACN1.88K$311.46K
Waste Management, Inc.WM1.87K$424.13K
Emerson Electric Co.EMR1.87K$289.53K
T-Mobile US, Inc.TMUS1.85K$328.52K
Atmos Energy CorporationATO1.8K$310.75K
American Express CompanyAXP1.78K$612.16K
Cirrus Logic, Inc.CRUS1.75K$222.57K
The Toronto-Dominion BankTD1.75K$211.66K
nVent Electric plcNVT1.74K$276.57K
UMB Financial CorporationUMBF1.71K$250.7K
Fortinet, Inc.FTNT1.7K$277.62K