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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
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 3.56%
9.78%
$18.388M
393,404 shares@ $46.75 avg price
VOOVanguard Index Fds
Recent Activity
Increased 5.26%
9.51%
$17.863M
33,853 shares@ $527.67 avg price
OMFLInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 1.18%
6.9%
$12.962M
244,610 shares@ $52.99 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 64.65%
6.81%
$12.794M
265,215 shares@ $48.24 avg price
IVWIshares Tr
Recent Activity
Increased 9950.89%
3.17%
$5.957M
62,215 shares@ $95.76 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 29.22%
3.13%
$5.881M
87,118 shares@ $67.52 avg price
QUALIshares Tr
Recent Activity
Increased 1530.47%
2.61%
$4.894M
27,294 shares@ $179.31 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 14.3%
2.61%
$4.89M
11,363 shares@ $430.31 avg price
MBBIshares Tr
Recent Activity
Increased 217517.4%
2.56%
$4.795M
50,052 shares@ $95.81 avg price
AAPLApple Inc
Recent Activity
Increased 57.37%
2.33%
$4.379M
18,796 shares@ $233.01 avg price