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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
GOOGLAlphabet Inc
Recent Activity
Exited
0%
$2.184M
11,993 shares@ $182.15 avg price
IVVIshares Tr
Recent Activity
Exited
0%
$1.664M
3,041 shares@ $547.32 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Exited
0%
$1.12M
5,536 shares@ $202.26 avg price
AVGOBroadcom Inc
Recent Activity
Exited
0%
$1.013M
631 shares@ $1605.53 avg price
UNHUnitedhealth Group Inc
Recent Activity
Exited
0%
$863,186
1,695 shares@ $509.26 avg price
GOOGAlphabet Inc
Recent Activity
Exited
0%
$811,267
4,423 shares@ $183.43 avg price
XOMExxon Mobil Corp
Recent Activity
Exited
0%
$773,837
6,722 shares@ $115.13 avg price
LANCLancaster Colony Corp
Recent Activity
Exited
0%
$706,239
3,737 shares@ $188.99 avg price
KLACKla Corp
Recent Activity
Exited
0%
$700,009
849 shares@ $824.52 avg price
MAMastercard Incorporated
Recent Activity
Exited
0%
$650,270
1,474 shares@ $441.17 avg price