Triangle Securities Wealth Management has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $348 Million distributed in 193 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic U.S. Mid Cap with a value of $13.3M, Microsoft Corp with a value of $12.1M, Vanguard Information Technolog with a value of $11.6M, Spdr S&P 600 Small Cap Value E with a value of $10.3M, and Kkr & Co. Inc. with a value of $7.7M.

Examining the 13F form we can see an increase of $29.1M in the current position value, from $319M to 348M.

Below you can find more details about Triangle Securities Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $348 Million
ETFs: $116 Million
Financial Services: $48.7 Million
Technology: $39.8 Million
Healthcare: $27.1 Million
Industrials: $25 Million
Consumer Cyclical: $19.6 Million
Consumer Defensive: $17.5 Million
Communication Services: $17.4 Million
Other: $27.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $348 Million
  • Prior Value $319 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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