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Aaron Larson

@Triad Wealth Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$188.014MTotal holdings47
Assets growth rate-1.46%Assets growth rate (2-Q avg)22.47%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Triad Wealth Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Triad Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 188.014M in assets, with a quarterly growth rate of -1.46% and a 2-quarter average growth rate of 22.47%. The portfolio is managed by Aaron Larson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IUSBIshares Tr
Recent Activity
New Position
2.51%
$4.707M
99,884 shares@ $47.12 avg price
EMXCIshares Inc
Recent Activity
New Position
1.12%
$2.091M
34,213 shares@ $61.11 avg price
IGEBIshares Tr
Recent Activity
New Position
0.76%
$1.42M
30,562 shares@ $46.47 avg price
TDSCExchange Listed Fds Tr
Recent Activity
New Position
0.44%
$809,135
31,823 shares@ $25.43 avg price
CLSMExchange Listed Fds Tr
Recent Activity
New Position
0.33%
$611,783
28,702 shares@ $21.32 avg price
SPTISpdr Ser Tr
Recent Activity
New Position
0.25%
$460,572
15,849 shares@ $29.07 avg price
TDSBExchange Listed Fds Tr
Recent Activity
New Position
0.2%
$359,332
15,843 shares@ $22.69 avg price