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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
LLYEli Lilly & Co
Recent Activity
Exited
0%
$556,020
614 shares@ $905.58 avg price
LMTLockheed Martin Corp
Recent Activity
Exited
0%
$539,986
1,156 shares@ $467.12 avg price
ABBVAbbvie Inc
Recent Activity
Exited
0%
$538,401
3,139 shares@ $171.52 avg price
HDHome Depot Inc
Recent Activity
Exited
0%
$508,127
1,476 shares@ $344.26 avg price
WMTWalmart Inc
Recent Activity
Exited
0%
$502,715
7,425 shares@ $67.71 avg price
ETNEaton Corp Plc
Recent Activity
Exited
0%
$473,147
1,509 shares@ $313.56 avg price
METAMeta Platforms Inc
Recent Activity
Exited
0%
$471,488
935 shares@ $504.27 avg price
PGProcter And Gamble Co
Recent Activity
Exited
0%
$460,786
2,794 shares@ $164.92 avg price
SOSouthern Co
Recent Activity
Exited
0%
$454,715
5,862 shares@ $77.57 avg price
CVXChevron Corp New
Recent Activity
Exited
0%
$435,981
2,787 shares@ $156.44 avg price