TWP
Triad Wealth Partners LLC Portfolio
Invests via Triad Wealth Partners, LLC | Managed by Brent Coggins, Blake Matzke
Invests via Triad Wealth Partners, LLC
Managed by Brent Coggins, Blake Matzke
Automatically Tracked
Company Profile
Regional wealth manager focused on high-net-worth clients, Triad Wealth Partners, LLC provides fiduciary-aligned financial planning, investment advisory and retirement services for families, entrepreneurs and small institutions. The firm emphasizes customized multi-asset portfolios, tax-aware planning and advisor-led client relationships, typically operating through a fee-based model and partnering with custodians and third-party strategists. Relevant to investors assessing independent RIAs and consolidators.
Regional wealth manager focused on high-net-worth clients, Triad Wealth Partners, LLC provides fiduciary-aligned financial planning, investment advisory and retirement services for families, entrepreneurs and small institutions. The firm emphasizes customized multi-asset portfolios, tax-aware planning and advisor-led client relationships, typically operating through a fee-based model and partnering with custodians and third-party strategists. Relevant to investors assessing independent RIAs and consolidators.
Investment Philosophy & Strategy
A regional RIA that prioritizes fiduciary, client-centric wealth management, blending customized multi‑asset allocation with tax-aware, goal‑based planning for families, business owners and small institutions. Portfolios emphasize risk-managed diversification across public and private instruments, active rebalancing and cash/liability alignment, delivered through advisor-led relationships and a fee-based model. Capital deployment favors durable income and growth sources, pragmatic use of third‑party strategists and custodial platforms, and a long-term, outcome-focused time horizon.
A regional RIA that prioritizes fiduciary, client-centric wealth management, blending customized multi‑asset allocation with tax-aware, goal‑based planning for families, business owners and small institutions. Portfolios emphasize risk-managed diversification across public and private instruments, active rebalancing and cash/liability alignment, delivered through advisor-led relationships and a fee-based model. Capital deployment favors durable income and growth sources, pragmatic use of third‑party strategists and custodial platforms, and a long-term, outcome-focused time horizon.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
58.46%
Gain +0.73%
Monthly
1.6%
Yearly
20.96%
Drawdown
16.84%
$1.72B
Equity
Holdings
$1.72B
Investment
$1.55B
$198.85M
Profit +$4.24M
Realized
$32.05M
Unrealized
$166.81M
Dividends
$29.05M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.73%
Profit
$4.24M
Win %
73%
This Week
Compared To Last Week
Gain
0.25%
Profit
$4.24M
Win %
73%
This Month
Compared to last month
Gain
2.63%
Profit
$43.92M
Win %
73%
This Year
Compared to last year
Gain
0.96%
Profit
$16.5M
Win %
71%
MNST Monster Beverage Corporation
+99.96%
+$596,382.96 ZNOV
ZNOV
+10.45%
+$352,208.95 
TDSC Cabana Target Drawdown 10 ETF
+9.93%
+$36,403.84 TJAN
TJAN
+7.71%
+$26,550.57 
MPC Marathon Petroleum Corporation
+7.42%
+$31,543.11 ZAPR
ZAPR
+7.03%
+$21,739.76 
PSX Phillips 66
+5.69%
+$26,877.15 
ALSN Allison Transmission Holdings Inc.
+4.74%
+$15,780.72 
ISRG Intuitive Surgical, Inc.
+3.85%
+$19,159.55 
NEM Newmont Corporation
+3.79%
+$13,028.32 
TRGP Targa Resources Corp.
+3.64%
+$19,016.24 
FTNT Fortinet Inc.
+2.86%
+$7,773.57 
FERG Ferguson Enterprises Inc
+2.76%
+$11,173.84 
MDT Medtronic plc
+2.58%
+$12,494.25 
DHR Danaher Corporation
+2.25%
+$5,767.12 
WMB The Williams Companies, Inc.
+2.06%
+$5,008.3 
NOW ServiceNow, Inc.
+2.05%
+$14,973.44 
SYK Stryker Corporation
+2%
+$5,179.92 
MRK Merck & Co., Inc.
+1.82%
+$28,711.8 
ANET Arista Networks, Inc.
+1.51%
+$18,687.45 
ACN Accenture plc Class A
+1.44%
+$4,753.87 
APG Api Group Corporation
+1.44%
+$6,185.4 
FCX Freeport-McMoRan Inc.
+1.28%
+$3,405.14 
SNOW Snowflake Inc.
+1.27%
+$6,946.52 
MCK McKesson Corporation
+1.18%
+$16,577.16 
SCCO Southern Copper Corporation
+1.18%
+$5,513.29 
NOC Northrop Grumman Corporation
+1.1%
+$2,555.54 
AU AngloGold Ashanti plc
+1.07%
+$2,765.55 
GLD SPDR Gold Shares
+1.02%
+$19,275.52 
PAYX Paychex Inc.
+0.95%
+$2,486.34 
GOOGL Alphabet Inc
+0.91%
+$112,858.13 
ABT Abbott Laboratories
+0.75%
+$8,095.14 
WMT Walmart Inc.
+0.72%
+$31,447.44 
TSLA Tesla, Inc.
+0.7%
+$41,639.38 
JPM JPMorgan Chase & Co.
+0.64%
+$41,920.27 
COST Costco Wholesale Corporation
+0.52%
+$20,947.53 
XAR SPDR S&P Aerospace & Defense ETF
+0.51%
+$1,468.77 
RTX RTX Corporation
+0.49%
+$5,241.81 
CAH Cardinal Health Inc.
+0.33%
+$1,729.28 XIMR
XIMR
+0.28%
+$1,085.15 
BMY Bristol-Myers Squibb Company
+0.18%
+$877.2 
EXPD Expeditors International of Washington, Inc.
+0.16%
+$419.62 
IBD Inspire Corporate Bond ETF
+0.15%
+$316.86 
ACII Innovator Index Autocallable Income ETF
+0.12%
+$438.39 
ETHA iShares Ethereum Trust
+0.1%
+$420.12 
SNDK SanDisk Corporation
+0.1%
+$278.39 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.09%
+$2,528.27 
FTLS First Trust Long/Short Equity ETF
+0.08%
+$175.2 
VRTX Vertex Pharmaceuticals Incorporated
+0.06%
+$136.71 
TSCO Tractor Supply Company
+0.06%
+$212.66 
NVT nVent Electric plc
+0.06%
+$156.15 
HLN Haleon Plc - ADR
+0.05%
+$87.12 
CLS Celestica Inc.
+0.05%
+$211.83 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$150.02 
USO United States Oil Fund, LP
+0.04%
+$82.5 
IWS iShares Russell Mid-Cap Value ETF
+0.04%
+$177.17 
ILCV iShares Morningstar Value ETF
+0.04%
+$102 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$1,189.75 
DBA Invesco DB Agriculture Fund
+0.04%
+$84.06 
IWX iShares Russell Top 200 Value ETF
+0.04%
+$168.92 
FIW First Trust Water ETF
+0.04%
+$122.76 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.04%
+$10,150.11 
PSMT PriceSmart Inc.
+0.03%
+$118.97 
DFIV Dimensional International Value ETF
+0.03%
+$88.76 
FBND Fidelity Total Bond ETF
+0.03%
+$382.01 
EFOR Everforth, Inc.
+0.03%
+$166.14 
AMAT Applied Materials, Inc.
+0.03%
+$835.42 
CMG Chipotle Mexican Grill, Inc.
+0.03%
+$80.31 
BMI Badger Meter Inc.
+0.03%
+$58.51 
IWR iShares Russell Mid-Cap ETF
+0.03%
+$244.2 
AXP American Express Company
+0.03%
+$159.84 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.03%
+$501.8 
DFAE Dimensional Emerging Core Equity Market ETF
+0.03%
+$58.11 
AMD Advanced Micro Devices, Inc.
+0.03%
+$729.96 
ET Energy Transfer L.P.
+0.03%
+$239.84 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$855.79 
ADSK Autodesk, Inc.
+0.02%
+$92.76 
NSC Norfolk Southern Corporation
+0.02%
+$69.37 
CG The Carlyle Group Inc.
+0.02%
+$62.72 
MAR Marriott International Inc. - Class A
+0.02%
+$74.84 
T AT&T Inc.
+0.02%
+$194.35 
WELL Welltower Inc.
+0.02%
+$146.75 
BSX Boston Scientific Corporation
+0.02%
+$51.24 
ETR Entergy Corporation
+0.02%
+$56 
IDXX IDEXX Laboratories, Inc.
+0.02%
+$81.88 
PGR Progressive Corporation
+0.02%
+$62.24 
DGRO iShares Core Dividend Growth ETF
+0.02%
+$156.39 
SMH VanEck Semiconductor ETF
+0.02%
+$133.8 
SLV iShares Silver Trust
+0.02%
+$83.27 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$184.6 
AEP American Electric Power Company, Inc.
+0.02%
+$33.14 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$2,711.73 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$177.92 
COIN Coinbase Global, Inc.
+0.01%
+$108.71 
SPMO Invesco S&P 500 Momentum ETF
+0.01%
+$2,985.25 
DUK Duke Energy Corporation
+0.01%
+$54.15 
DUHP Dimensional US High Profitability ETF
+0.01%
+$248.39 
IWD iShares Russell 1000 Value ETF
+0.01%
+$62.52 
JAVA JPMorgan Active Value ETF
+0.01%
+$727.57 
SO The Southern Company
+0.01%
+$51.44 
P Everpure Inc.
+0.01%
+$59.68 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$40.7 
VNQ Vanguard Real Estate ETF
+0.01%
+$20.94 
JEPI JPMorgan Equity Premium Income Fund
+0.01%
+$63.41 
TIP iShares TIPS Bond ETF
+0.01%
+$21.43 
JBND JPMorgan Active Bond ETF
+0.01%
+$63.77 
PRU Prudential Financial, Inc.
+0.01%
+$22 
EEM iShares MSCI Emerging Markets ETF
+0.01%
+$35.75 
IVV iShares Core S&P 500 ETF
+0.01%
+$934.62 
ADP Automatic Data Processing Inc.
+0.01%
+$31.72 
AMGN Amgen Inc.
+0.01%
+$65.07 
APD Air Products and Chemicals, Inc.
+0.01%
+$54.45 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$50.87 
TRV The Travelers Companies, Inc.
+0.01%
+$18.32 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$66.47 
VTV Vanguard Value ETF
+0.01%
+$72.63 
COR Cencora, Inc.
+0.01%
+$50.83 
NVS Novartis AG Sponsored ADR
+0.01%
+$19.49 
QCOM QUALCOMM Incorporated
+0.01%
+$88.96 
EPS WisdomTree U.S. LargeCap Fund
+0.01%
+$53.56 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$86.59 
CAT Caterpillar Inc.
+0.01%
+$89.04 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$359.94 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.01%
+$10.25 
MUB iShares National Muni Bond ETF
+0.01%
+$916.43 
TLH iShares 10-20 Year Treasury Bond ETF
+0.01%
+$32.42 
AME Ametek Inc.
0%
+$9.46 
IVE ISHARES S&P 500 VALUE ETF
0%
+$3,145.06 
APP AppLovin Corporation Class A Common Stock
0%
+$5.5 
GRMN Garmin Ltd.
0%
+$10.45 
UOCT Innovator U.S. Equity Ultra Fund
0%
+$41.37 
MCD McDonald's Corporation
0%
+$20.63 
BLK BlackRock, Inc.
0%
+$8.48 
BJAN Innovator U.S. Equity Buffer ETF - January
0%
+$3.27 
NULV Nuveen ESG Large-Cap Value ETF
0%
+$2.6 
DFGX Dimensional Global ex US Core Fixed Income Fund
0%
+$8.15 
ACEI Innovator Equity Accelerated Income Strategy ETF
0%
+$5.16 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
0%
+$7.53 
A Agilent Technologies Inc.
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
CB Chubb Limited
0%
$0 
CBOE Cboe Global Markets Inc.
0%
$0 
CLOA iShares AAA CLO ETF
0%
$0 
CMCSA Comcast Corp
0%
$0 
COP ConocoPhillips
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
F Ford Motor Company
0%
$0 
GD General Dynamics Corporation
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
O Realty Income Corporation
0%
$0 
OKE ONEOK, Inc.
0%
$0 
PLNT Planet Fitness Inc.
0%
$0 
SAIC Science Applications International Corporation Common Stock
0%
$0 
SHEL Shell plc
0%
$0 
SMPL Simply Good Foods Co.
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SRE Sempra
0%
$0 
SYY Sysco Corporation
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTE TotalEnergies SE
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UMBF UMB Financial Corporation
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
BBSC JPMorgan BetaBuilders US Small Cap Equity Fund
0%
-$0.87 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
0%
$0 
BALI iShares Adaptive Large Cap ETF
0%
$0 
BBUS JPMorgan Betabuilders U.S. Equity Fund
0%
$0 
BAPR Innovator U.S. Equity Buffer ETF
0%
$0 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
0%
-$2.48 
BOCT Innovator U.S. Equity Buffer ETF BOCT
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BRNY Burney U.S. Factor Rotation Fund
0%
+$13.04 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
BUYW Main Buywrite ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
CLSM Cabana Target Leading Sector Fund
0%
-$1.51 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DEHP Dimensional Emerging Markets High Profitability ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DIHP Dimensional International High Profitability Portfolio
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
EALT Bear Family of Funds, Inc.
0%
$0 
EJUL Innovator Emerging Markets Power Buffer ETF - July
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EJAN Innovator Emerging Markets Power Buffer ETF
0%
+$3.76 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
EUFN iShares MSCI Europe Financials ETF
0%
$0 
FAAR First Trust Alternative Absolute Return Strategy ETF
0%
$0 
FGD First Trust Dow Jones Global Select Dividend Index Fund
0%
$0 
FEP First Trust Europe AlphaDEX Fund
0%
$0 
FFEB FT Vest US Equity Buffer ETF
0%
-$0.9 
FJP First Trust Japan AlphaDEX Fund
0%
$0 
FIXD First Trust TCW Opportunistic Fixed Income Fund
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
HYBL SPDR Blackstone High Income Fund
0%
$0 
ICVT iShares Convertible Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGF iShares Global Infrastructure ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IJUL Innovator International Developed Power Buffer ETF
0%
+$4.74 
IGRO iShares International Dividend Growth ETF
0%
$0 
IMCB iShares Morningstar Mid-Cap ETF
0%
$0 
IOCT Innovator International Developed Power Buffer ETF – October
0%
$0 
ISTB iShares Core 1-5 Year USD Bond ETF
0%
$0 
IVLU iShares MSCI International Value Factor ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JGRO JPMorgan Active Growth ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
0%
+$1.11 
JVAL JPMorgan U.S. Value Factor ETF
0%
$0 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
0%
$0 
LVHD Franklin U.S. Low Volatility ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
NULG Nuveen ESG Large-Cap Growth ETF
0%
$0 
NUDM Nuveen ESG International Developed Markets Equity Fund
0%
+$1.62 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
0%
$0 
PFEB Innovator U.S. Equity Power Buffer ETF - February
0%
-$2.12 
PAPR Innovator U.S. Equity Power Buffer ETF April
0%
$0 
PJAN Innovator U.S. Equity Power Buffer ETF - January
0%
$0 
PSEP Innovator U.S. Equity Power Buffer ETF
0%
$0 
PJUL Innovator U.S. Equity Power Buffer ETF July
0%
$0 
RFEM First Trust RiverFront Dynamic Emerging Markets ETF
0%
+$0.97 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SECT Main Sector Rotation ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SMMU PIMCO Short Term Municipal Bond Active ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TDVI FT Vest Technology Dividend Mutual Fund
0%
$0 
TMAT Main Thematic Innovation ETF
0%
$0 
UAPR Innovator U.S. Equity Ultra ETF
0%
$0 
UJAN Innovator U.S. Equity Ultra Fund
0%
$0 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XDSQ Innovator U.S. Equity Accelerated Quarterly Fund
0%
$0 
XDEC FT Vest US Equity Enhance & Opportunities Fund
0%
+$1.53 
XDQQ Innovator Growth 100 Accelerated ETF
0%
$0 
XISE FT Vest US Equity Buffer & Protection Fund
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
DFGP Dimensional Global Core Fixed Income Fund
0%
$0 
DGCB Dimensional Global Credit Fund
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
FFLC Fidelity Large Cap Core Fund
0%
$0 
XIDE FT Vest US Equity Buffer & Protective Fund
0%
$0 
MARM Ftv Estus Max Buff ETF March
0%
$0 
JAJL Innovator EDP ETF - 6M January/July
0%
$0 
QQA Invesco QQQ Income Advantage ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
DXUV Dimensional US Vector Equity ETF
0%
+$1.18 
WCMI First Trust WCM International Equity ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
YFYA Yields for You Strategy A ETF
0%
$0 
SBAR Simplify Barrier Income ETF
0%
+$1.64 
CAIE Calamos Autocallable Income ETF
0%
$0 
SYSB iShares Systematic Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
SCNM Sterling Capital National Municipal Bond ETF
0%
$0 
SECU iShares Securitized Income Active ETF
0%
+$4.5 PMBS
PMBS
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 ZJUL
ZJUL
0%
$0 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
0%
$0 G200
G2004J103
0%
$0 
ACYQ FT Vest Autocallable Barrier & High Income ETF
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 JELM
JELM
0%
$0 JELH
JELH
0%
$0 
OKLO Oklo Inc.
-8.12%
-$79,197.36 
GLW Corning Incorporated
-4.78%
-$43,876.74 
LAMR Lamar Advertising Company
-3.91%
-$10,070.27 
NVDA NVIDIA Corporation
-2.86%
-$1.09M 
KLAC KLA Corporation
-2.71%
-$81,087 
SOXX iShares Semiconductor ETF
-2.56%
-$38,836.3 
AFL Aflac Inc.
-2.14%
-$4,522.98 
PM Philip Morris International Inc.
-1.88%
-$30,441.48 
AAPL Apple Inc.
-1.62%
-$510,513.51 
LRCX Lam Research Corporation
-1.59%
-$18,864.49 
BRBR BellRing Brands Inc.
-1.56%
-$2,522.16 
ADI Analog Devices, Inc.
-1.54%
-$8,623.17 
HIG The Hartford Insurance Group, Inc.
-1.49%
-$4,960.77 
ORLY O'Reilly Automotive Inc.
-1.39%
-$6,606.6 
SPG Simon Property Group, Inc.
-1.06%
-$10,004.04 
VGT Vanguard Information Technology ETF
-0.99%
-$18,828 
TFC Truist Financial Corporation
-0.94%
-$2,662.17 
PEP PepsiCo, Inc.
-0.93%
-$8,427.6 
SBUX Starbucks Corporation
-0.88%
-$4,371.93 
BULL Webull Corporation
-0.82%
-$943.86 
BKNG Booking Holdings Inc.
-0.72%
-$3,012.24 
BA Boeing Company
-0.69%
-$3,623.49 
SCHM Schwab U.S. Mid-Cap ETF
-0.55%
-$1,208.4 HIMU
HIMU
-0.54%
-$8,861.96 
AVDE Avantis International Equity ETF
-0.45%
-$1,593.48 
IEF iShares 7-10 Year Treasury Bond ETF
-0.44%
-$10,725.6 
AVEM Avantis Emerging Markets Equity ETF
-0.43%
-$76,331.6 
IBM International Business Machines Corporation
-0.41%
-$4,526.02 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.41%
-$4,917.3 
DFEV Dimensional Emerging Markets Value ETF
-0.36%
-$1,958.55 
D Dominion Energy, Inc.
-0.36%
-$1,749.36 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$3,393.13 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.32%
-$833.07 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.32%
-$753.61 
KO The Coca-Cola Company
-0.21%
-$3,486.3 
VT Vanguard Total World Stock ETF
-0.2%
-$1,768.14 
ACWF iShares Edge MSCI Multifactor Global ETF
-0.2%
-$919.32 
MTRN Materion Corporation
-0.19%
-$890.42 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.17%
-$2,266.38 
LYG Lloyds Banking Group Plc ADR
-0.16%
-$100.97 
UDIV Franklin U.S. Core Dividend Tilt Index ETF
-0.15%
-$1,008.14 
RY Royal Bank of Canada
-0.14%
-$321.9 
JGLO JPMorgan Global Select Equity ETF
-0.13%
-$3,351.3 
LMUB iShares Long-Term National Muni Bond ETF
-0.12%
-$4,071.54 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.12%
-$1,660.98 
INTA Intapp, Inc.
-0.11%
-$369.76 
AJG Arthur J. Gallagher & Co.
-0.1%
-$225.25 
URI United Rentals, Inc.
-0.1%
-$300.42 
TDG TransDigm Group Inc.
-0.09%
-$195.1 
TDY Teledyne Technologies Incorporated
-0.08%
-$234.78 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.07%
-$235.3 
AUR Aurora Innovation, Inc.
-0.07%
-$52.59 
LCID Lucid Group, Inc.
-0.07%
-$70.27 
DFAT Dimensional US Targeted Value ETF
-0.07%
-$354.75 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.07%
-$2,798.14 
XOM Exxon Mobil Corporation
-0.06%
-$3,939.04 
ABBV AbbVie Inc.
-0.06%
-$2,804.87 XIJN
XIJN
-0.06%
-$274.85 
LDOS Leidos Holdings Inc.
-0.06%
-$266.32 
MRSH Marsh & McLennan Companies, Inc.
-0.06%
-$143.44 
CRUS Cirrus Logic, Inc.
-0.06%
-$122.36 
AVGO Broadcom Inc.
-0.06%
-$6,044.71 
ORCL Oracle Corporation
-0.05%
-$536.19 
FNDF Schwab Fundamental International Large Company Index ETF
-0.05%
-$1,643.61 
IBIT iShares Bitcoin Trust
-0.05%
-$352.06 
LLY Eli Lilly and Company
-0.05%
-$2,712.8 
LHX L3Harris Technologies, Inc.
-0.05%
-$418.56 
COF Capital One Financial Corporation
-0.05%
-$223.74 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.05%
-$1,353.64 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.05%
-$1,303.01 
META Meta Platforms Inc Class A
-0.05%
-$3,031 
PNC The PNC Financial Services Group, Inc.
-0.05%
-$235.44 
DFLV Dimensional US Large Cap Value ETF
-0.05%
-$160.76 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.05%
-$12,123.62 
R Ryder System Inc.
-0.05%
-$350.5 
YUM Yum! Brands, Inc.
-0.05%
-$157.9 
VB Vanguard Small-Cap ETF
-0.05%
-$250.57 
ARKB Ark 21Shares Bitcoin ETF
-0.05%
-$442.28 
SHYM iShares High Yield Bond ETF
-0.04%
-$96.68 
PLD Prologis Inc.
-0.04%
-$254.66 
CI The Cigna Group
-0.04%
-$99.59 
GS The Goldman Sachs Group, Inc.
-0.04%
-$580.09 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.04%
-$98.6 
MELI MercadoLibre, Inc.
-0.04%
-$140.06 
AZN AstraZeneca PLC American Depositary Shares
-0.04%
-$127.86 
MO Altria Group, Inc.
-0.04%
-$473.25 
PFE Pfizer Inc.
-0.04%
-$189.23 
CMI Cummins Inc.
-0.04%
-$156.39 
EVRG Evergy Inc.
-0.04%
-$136.11 
MA Mastercard Incorporated
-0.04%
-$704.84 
DDOG Datadog, Inc. Class A Common Stock
-0.03%
-$63.66 
ITW Illinois Tool Works Inc.
-0.03%
-$113.7 
TJX The TJX Companies, Inc.
-0.03%
-$211.57 
WST West Pharmaceutical Services, Inc.
-0.03%
-$98.04 
KMI Kinder Morgan, Inc.
-0.03%
-$110.24 
MCO Moody's Corporation
-0.03%
-$88.49 
IWB iShares Russell 1000 ETF
-0.03%
-$188.5 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$2,969.2 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$177.14 
MS Morgan Stanley
-0.03%
-$663 
MSI Motorola Solutions, Inc.
-0.03%
-$114.51 
V Visa Inc. Class A
-0.03%
-$712.97 
IWY iShares Russell Top 200 Growth ETF
-0.03%
-$224.94 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$228.02 
NFLX Netflix, Inc.
-0.03%
-$293.52 
XEL Xcel Energy Inc.
-0.03%
-$54.53 
XYZ Block, Inc.
-0.03%
-$49.42 
XLG Invesco S&P 500 Top 50 ETF
-0.02%
-$123.7 
ADBE Adobe Inc.
-0.02%
-$52.74 
GILD Gilead Sciences Inc.
-0.02%
-$141.54 
GOOG Alphabet Inc
-0.02%
-$1,954.4 
USB U.S. Bancorp
-0.02%
-$154.56 
DFAI Dimensional International Core Equity Market ETF
-0.02%
-$200.18 
IWO iShares Russell 2000 Growth ETF
-0.02%
-$108.17 
VOOG Vanguard S&P 500 Growth ETF
-0.02%
-$129.14 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$88.83 
ALL Allstate Corporation
-0.02%
-$93.72 
INTU Intuit Inc.
-0.02%
-$91.08 
NUE Nucor Corporation
-0.02%
-$70.25 
PANW Palo Alto Networks, Inc.
-0.02%
-$219.17 
PWR Quanta Services Inc.
-0.02%
-$76.03 
TMO Thermo Fisher Scientific Inc.
-0.02%
-$94.9 
VRT Vertiv Holdings Co
-0.02%
-$68.15 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.02%
-$3,133.5 
FID First Trust S&P International Dividend ETF
-0.02%
-$50.34 
JPIE JPMorgan Income ETF
-0.02%
-$741.54 
CDNS Cadence Design Systems, Inc.
-0.02%
-$46.75 
CVS CVS Health Corporation
-0.02%
-$73.42 
DD DuPont de Nemours, Inc.
-0.02%
-$73.11 
VZ Verizon Communications Inc.
-0.02%
-$190.7 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.02%
-$11,976.96 
WAY Waystar Holding Corp.
-0.02%
-$107.03 
ACGL Arch Capital Group Ltd
-0.02%
-$48.8 
CSX CSX Corporation
-0.02%
-$105.76 
LIN Linde plc
-0.02%
-$161.72 
MSFT Microsoft Corp.
-0.02%
-$3,874.82 
ROST Ross Stores, Inc.
-0.02%
-$66.11 
STX Seagate Technology Holdings plc
-0.02%
-$133.14 
UNP Union Pacific Corporation
-0.02%
-$227.79 
IWM iShares Russell 2000 ETF
-0.02%
-$115.62 
GEV GE Vernova Inc.
-0.02%
-$174.41 
EMR Emerson Electric Co.
-0.02%
-$56.08 
FAST Fastenal Co.
-0.02%
-$49.7 
UPS United Parcel Service, Inc.
-0.02%
-$46.16 
BINC iShares Flexible Income Active ETF
-0.02%
-$1,815.54 
IQLT iShares MSCI International Quality Factor ETF
-0.02%
-$88.8 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.02%
-$380.48 
PYLD PIMCO Multisector Bond Active ETF
-0.02%
-$131.37 
TROW T. Rowe Price Group, Inc.
-0.02%
-$39.57 
DFUS Dimensional U.S. Equity Market ETF
-0.02%
-$241.09 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$58.95 
MGV Vanguard Mega Cap Value ETF
-0.02%
-$106.56 
PG Procter & Gamble Co
-0.02%
-$306.6 
TMUS T-Mobile US, Inc.
-0.02%
-$55.65 
VLO Valero Energy Corporation
-0.02%
-$857.68 
WFC Wells Fargo & Company
-0.02%
-$156.41 
DFGR Dimensional Global Real Estate ETF
-0.02%
-$80.15 
BAC Bank of America Corporation
-0.02%
-$280.37 
EQIX Equinix, Inc.
-0.02%
-$38.94 
WDC Western Digital Corporation
-0.02%
-$60.39 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$102.27 
AMZN Amazon.com Inc
-0.01%
-$2,394.28 
BX Blackstone Inc.
-0.01%
-$106.08 
VOO Vanguard S&P 500 ETF
-0.01%
-$21,967.84 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$1,222.8 
DIS The Walt Disney Company
-0.01%
-$83.52 
MRVL Marvell Technology, Inc.
-0.01%
-$90.6 
SHW The Sherwin-Williams Company
-0.01%
-$28.51 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$13,963.36 
SHLD Global X Defense Tech ETF
-0.01%
-$3,581.3 
LOW Lowe's Companies Inc.
-0.01%
-$85.38 
PEG Public Service Enterprise Group Incorporated
-0.01%
-$62.3 
UBER Uber Technologies, Inc.
-0.01%
-$48.14 
OEF iShares S&P 100 ETF
-0.01%
-$251.94 
BNY BlackRock New York Municipal Income Trust
-0.01%
-$52.66 
TRU TransUnion
-0.01%
-$25.37 
DCOR Dimensional US Core Equity 1 ETF
-0.01%
-$249.47 
IAU iShares Gold Trust
-0.01%
-$949.37 
IYW iShares U.S. Technology ETF
-0.01%
-$147.09 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$159.33 
C Citigroup Inc.
-0.01%
-$82.62 
CL Colgate-Palmolive Company
-0.01%
-$38.19 
CME CME Group Inc.
-0.01%
-$49.5 
THRO iShares U.S. Thematic Rotation Active ETF
-0.01%
-$2,193.86 
VUG Vanguard Growth ETF
-0.01%
-$1,121.92 
CRM Salesforce Inc
-0.01%
-$45.58 
DE Deere & Company
-0.01%
-$82.26 
FMF First Trust Managed Futures Strategy Fund
-0.01%
-$20.63 
SPEM SPDR Portfolio Emerging Markets ETF
-0.01%
-$31.68 
TFLO iShares Treasury Floating Rate Bond ETF
-0.01%
-$76.89 
DELL Dell Technologies Inc.
-0.01%
-$130.09 
ED Consolidated Edison, Inc.
-0.01%
-$51.68 
FITB Fifth Third Bancorp
-0.01%
-$39.02 
SCHW Charles Schwab Corporation
-0.01%
-$65.48 
CSCO Cisco Systems, Inc.
-0.01%
-$173.28 
GE General Electric Company
-0.01%
-$127.26 
HD The Home Depot, Inc.
-0.01%
-$168.06 
PCAR PACCAR Inc.
-0.01%
-$19.55 
BJUL Innovator U.S. Equity Buffer ETF
-0.01%
-$55.77 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.01%
-$184.79 
CHRW C.H. Robinson Worldwide, Inc.
-0.01%
-$15.6 
JCI Johnson Controls International plc
-0.01%
-$48.23 
TGT Target Corporation
-0.01%
-$30.94 
SPCX Space Exploration Technologies Corp. Class A
-0.01%
-$161.85 
APH Amphenol Corporation
-0.01%
-$74.17 
GM General Motors Company
-0.01%
-$12.12 
HLT Hilton Worldwide Holdings Inc.
-0.01%
-$18.76 
RCL Royal Caribbean Group
-0.01%
-$33.66 
TT Trane Technologies plc
-0.01%
-$19.89 
DFAS Dimensional U.S. Small Cap ETF
-0.01%
-$16.27 
JAAA Janus Henderson AAA CLO ETF
-0.01%
-$17.77 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$25.59 
VYM Vanguard High Dividend Yield ETF
-0.01%
-$74.16 
PLTR Palantir Technologies Inc.
-0.01%
-$105.7 
CVX Chevron Corporation
-0.01%
-$273.79 
LMT Lockheed Martin Corporation
-0.01%
-$67.72 
MMM 3M Company
-0.01%
-$35.82 
SPGI S&P Global Inc.
-0.01%
-$11.75 
UNH UnitedHealth Group Incorporated
-0.01%
-$96.81 
DFSV Dimensional US Small Cap Value ETF
-0.01%
-$112.98 
FDT First Trust Developed Markets ex-US Fund
-0.01%
-$14 
VEGA Advisorshares Star Global Buy-Write ETF
-0.01%
-$91.47 
JNJ Johnson & Johnson
0%
-$115.69 
WM Waste Management, Inc.
0%
-$18.71 
IWN iShares Russell 2000 Value ETF
0%
-$22.75 
WTS Watts Water Technologies Inc.
0%
-$8.71 
ETN Eaton Corporation plc
0%
-$38.01 
POCT Innovator U.S. Equity Power Buffer ETF - October
0%
-$168.27 
QQQ Invesco QQQ Trust, Series 1
0%
-$137.02 
MU Micron Technology, Inc.
0%
-$33.21 
PH Parker-Hannifin Corporation
0%
-$4.33 
GJUN FT Vest US Equity Moderate Fund
0%
-$9.04 
GMAR FT Vest US Equity Moderate B Fund
0%
-$1.96 
IAPR Innovator International Developed Power Buffer ETF
0%
-$19.29 
IJAN Innovator International Developed Power Buffer ETF - January
0%
-$17.23 
RSMV Relative Strength Managed Volatility Strategy ETF
0%
-$44.16 
BFRZ Innovator Equity Managed 100 Buffer ETF
0%
-$103.93 Events
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Dividends
Dividend Analysis
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| Trades 3609 | Longs Won 2509/3609 69% | Profit Factor 8.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $278,848.44 |
| Average Win $89,823.45 | Best Trade (Aug 26) $7.32M | Sharpe Ratio -8.85 |
| Average Loss -$23,898.97 | Worst Trade (Aug 13) -$1.2M | Z-Score 16.27 (100%) |
| Commissions $0 | Avg. Trade Length 7m 5d | Expectancy $55,099.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 2,781 | $350,402.82 | $405,942.57 | - | $55,539.75 | 15.85% | 0.0 |
| AAPL Apple Inc. | 100,693 | $25.67M | $31.04M | - | $5.37M | 20.9% | -1.618% |
| ABBV AbbVie Inc. | 18,700 | $4.18M | $4.6M | - | $422,880.8 | 10.13% | -0.061% |
| ABT Abbott Laboratories | 9,994 | $1.29M | $1.09M | - | -$207,924.84 | -16.07% | +0.751% |
| ACEI Innovator Equity Accelerated Income Strategy ETF | 17,187 | $397,535 | $404,294.96 | - | $6,759.96 | 1.7% | +0.001% |
| ACGL Arch Capital Group Ltd | 2,440 | $246,733 | $240,242.4 | - | -$6,490.6 | -2.63% | -0.02% |
| ACII Innovator Index Autocallable Income ETF | 14,613 | $370,220 | $374,531.19 | - | $4,311.19 | 1.16% | +0.117% |
| ACN Accenture plc Class A | 1,879 | $429,133.12 | $334,931.75 | - | -$94,201.37 | -21.95% | +1.44% |
| ACWF iShares Edge MSCI Multifactor Global ETF | 7,661 | $399,538.77 | $467,091.17 | - | $67,552.4 | 16.91% | -0.196% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 1.21M | $24.94M | $25.08M | - | $145,482.83 | 0.58% | -0.048% |
| ACYQ FT Vest Autocallable Barrier & High Income ETF | 179,050 | $3.62M | $3.66M | - | $37,958.49 | 1.05% | 0.0 |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 676,402 | $13.79M | $13.84M | - | $47,350.91 | 0.34% | 0.0 |
| ADBE Adobe Inc. | 879 | $339,679.42 | $233,066.84 | - | -$106,612.58 | -31.39% | -0.023% |
| ADI Analog Devices, Inc. | 1,436 | $425,510.51 | $551,316.3 | - | $125,805.79 | 29.57% | -1.54% |
| ADP Automatic Data Processing Inc. | 1,587 | $431,443.81 | $430,616.58 | - | -$827.23 | -0.19% | +0.007% |
| ADSK Autodesk, Inc. | 1,546 | $438,783.69 | $385,170.44 | - | -$53,613.25 | -12.22% | +0.024% |
| AEP American Electric Power Company, Inc. | 1,657 | $226,694.17 | $208,367.75 | - | -$18,326.42 | -8.08% | +0.016% |
| AFL Aflac Inc. | 1,694 | $198,621.5 | $206,566.36 | - | $7,944.86 | 4% | -2.143% |
| AGG iShares Core U.S. Aggregate Bond ETF | 71,989 | $7.01M | $7.03M | - | $12,042.9 | 0.17% | +0.005% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 34,082 | $4.54M | $4.21M | - | -$330,936.22 | -7.29% | 0.0 |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Triad Wealth Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI Emerging Markets ETF - $7.27M, iShares MSCI EAFE Value ETF - $4.69M, State Street SPDR Portfolio S&P 500 ETF - $3.24M, iShares Gold Trust - $2.43M, and iShares MSCI USA Quality Factor ETF - $2.33M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares U.S. Treasury Bond ETF - $339,173.31, Autodesk, Inc - $317,263.86, Netflix, Inc - $282,133.76, iShares 10-20 Year Treasury Bond ETF - $232,325.35, and Chipotle Mexican Grill, Inc - $196,787.41. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Triad Wealth Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $29.05M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $2.73M, JPMorgan Core Plus Bond ETF - $1.64M, iShares MSCI EAFE Value ETF - $957,364.99, iShares Core 1-5 Year USD Bond ETF - $899,754.86, and iShares Flexible Income Active ETF - $859,501.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Triad Wealth Partners LLC's monthly returns?
Triad Wealth Partners LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Triad Wealth Partners LLC's strategy be considered aggressive or moderate?
Triad Wealth Partners LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Triad Wealth Partners LLC's strategy?
Triad Wealth Partners LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
