Triangle Securities Wealth Management Portfolio Holdings

Triangle Securities Wealth Management

  • $372 Million
  • Q1 2025

Triangle Securities Wealth Management has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $372 Million distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Fd Tr Active Val with a value of $15M, Schwab Strategic U.S. Mid Cap with a value of $13.4M, Vanguard Information Technolog with a value of $11.4M, Microsoft Corp with a value of $9.94M, and Spdr S&P 600 Small Cap Value E with a value of $9.77M.

Examining the 13F form we can see an decrease of $2.05M in the current position value, from $374M to 372M.

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

Portfolio value $372 Million
ETFs: $148 Million
Financial Services: $51.7 Million
Technology: $37.3 Million
Healthcare: $23.5 Million
Industrials: $23.4 Million
Consumer Cyclical: $17.9 Million
Consumer Defensive: $16.5 Million
Communication Services: $15.8 Million
Other: $27.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15 Million 4.03% of portfolio
237,946
Q1 2025 Added 1.37%
$0
$13.4 Million 3.6% of portfolio
511,700
Q1 2025 Added 1.17%
$0
$11.4 Million 3.06% of portfolio
20,965
Q1 2025 Reduced 2.95%
$2.89T
$9.94 Million 2.67% of portfolio
26,484
Q1 2025 Reduced 0.33%
$0
$9.77 Million 2.63% of portfolio
125,137
Q1 2025 Added 0.66%
$0
$8.69 Million 2.34% of portfolio
239,459
Q1 2025 Reduced 2.74%
$0
$8.65 Million 2.32% of portfolio
188,082
Q1 2025 Reduced 0.9%
$0
$7.96 Million 2.14% of portfolio
274,361
Q1 2025 Reduced 2.0%
$88.7B
$7.44 Million 2.0% of portfolio
64,333
Q1 2025 Added 5.74%
$983B
$7.15 Million 1.92% of portfolio
45,746
Q1 2025 Reduced 3.54%
$0
$7.16 Million 1.92% of portfolio
122,968
Q1 2025 Added 6.85%
$3.25T
$6.9 Million 1.85% of portfolio
31,078
Q1 2025 Added 0.66%
$0
$6.61 Million 1.78% of portfolio
63,541
Q1 2025 Added 6.51%
$688B
$6.46 Million 1.74% of portfolio
26,340
Q1 2025 Reduced 2.36%
$92.5B
$6.49 Million 1.74% of portfolio
46,416
Q1 2025 Reduced 2.52%
$0
$5.79 Million 1.56% of portfolio
263,709
Q1 2025 Added 2.82%
$139B
$5.58 Million 1.5% of portfolio
23,907
Q1 2025 Reduced 0.56%
$0
$5.04 Million 1.35% of portfolio
203,022
Q1 2025 Added 525.8%
$0
$4.87 Million 1.31% of portfolio
80,922
Q1 2025 Reduced 1.81%
$0
$4.58 Million 1.23% of portfolio
101,166
Q1 2025 Added 2.1%
$0
$4.19 Million 1.12% of portfolio
70,446
Q1 2025 Added 261.09%
$0
$4.18 Million 1.12% of portfolio
12,810
Q1 2025 Reduced 3.2%
$717B
$3.98 Million 1.07% of portfolio
4,814
Q1 2025 Added 30.32%
$548B
$3.94 Million 1.06% of portfolio
11,229
Q1 2025 Reduced 2.68%
$172B
$3.87 Million 1.04% of portfolio
7,077
Q1 2025 Reduced 4.97%
$687B
$3.85 Million 1.03% of portfolio
7,324
Q1 2025 Reduced 1.89%
$92.9B
$3.76 Million 1.01% of portfolio
30,824
Q1 2025 Added 0.77%
$0
$3.66 Million 0.98% of portfolio
28,675
Q1 2025 Added 1.61%
$72.2B
$3.37 Million 0.9% of portfolio
20,117
Q1 2025 Reduced 2.69%
$404B
$3.29 Million 0.88% of portfolio
19,865
Q1 2025 Reduced 0.66%
$1.86T
$3.29 Million 0.88% of portfolio
17,316
Q1 2025 Added 0.54%
$190B
$3.09 Million 0.83% of portfolio
23,346
Q1 2025 Reduced 1.39%
$202B
$3.01 Million 0.81% of portfolio
20,108
Q1 2025 Added 1.55%
$294B
$2.96 Million 0.8% of portfolio
70,936
Q1 2025 Reduced 2.22%
$0
$2.8 Million 0.75% of portfolio
61,467
Q1 2025 Added 46.08%
$1.17T
$2.73 Million 0.73% of portfolio
4,741
Q1 2025 Added 1.46%
$265B
$2.68 Million 0.72% of portfolio
15,993
Q1 2025 Reduced 1.44%
$31.5B
$2.64 Million 0.71% of portfolio
14,567
Q1 2025 Reduced 2.14%
$401B
$2.62 Million 0.7% of portfolio
15,348
Q1 2025 Reduced 0.33%
$0
$2.58 Million 0.69% of portfolio
31,023
Q1 2025 Added 7.11%
$549B
$2.56 Million 0.69% of portfolio
4,893
Q1 2025 Added 0.12%
$133B
$2.52 Million 0.68% of portfolio
35,544
Q1 2025 Added 5.47%
$239B
$2.48 Million 0.67% of portfolio
34,607
Q1 2025 Reduced 1.29%
$0
$2.45 Million 0.66% of portfolio
81,078
Q1 2025 Added 1.83%
$0
$2.45 Million 0.66% of portfolio
104,326
Q1 2025 Added 2.52%
$255B
$2.34 Million 0.63% of portfolio
8,719
Q1 2025 Reduced 0.6%
$89.1B
$2.34 Million 0.63% of portfolio
52,903
Q1 2025 Reduced 0.81%
$157B
$2.27 Million 0.61% of portfolio
6,869
Q1 2025 Added 3.01%
$363B
$2.22 Million 0.6% of portfolio
15,871
Q1 2025 Added 1.5%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $372 Million
  • Prior Value $374 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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