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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
EFGIshares Tr
Recent Activity
Increased 15270.56%
1.74%
$3.26M
30,280 shares@ $107.65 avg price
HYDBIshares Tr
Recent Activity
Decreased -24.79%
1.49%
$2.784M
57,937 shares@ $48.06 avg price
JMEEJ P Morgan Exchange Traded F
Recent Activity
Decreased -27.39%
1.47%
$2.756M
45,214 shares@ $60.96 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 123550%
1.41%
$2.648M
49,460 shares@ $53.54 avg price
IJRIshares Tr
Recent Activity
Decreased -28.67%
1.36%
$2.541M
21,726 shares@ $116.97 avg price
NVDANvidia Corporation
Recent Activity
Increased 19.31%
1.3%
$2.432M
20,024 shares@ $121.44 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 19.03%
1.3%
$2.427M
13,026 shares@ $186.34 avg price
MUBIshares Tr
Recent Activity
Increased 99.05%
1.14%
$2.132M
19,624 shares@ $108.63 avg price
EMXCIshares Inc
Recent Activity
New Position
1.12%
$2.091M
34,213 shares@ $61.11 avg price
IBMMIshares Tr
Recent Activity
Increased 100%
1.08%
$2.012M
77,100 shares@ $26.1 avg price