Triangle Securities Wealth Management Portfolio Holdings

Triangle Securities Wealth Management

  • $374 Million
  • Q4 2024

Triangle Securities Wealth Management has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $374 Million distributed in 198 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 $14.9M, Schwab Strategic U.S. Mid Cap with a value of $14M, Vanguard Information Technolog with a value of $13.4M, Microsoft Corp with a value of $11.2M, and Spdr S&P 600 Small Cap Value E with a value of $10.8M.

Examining the 13F form we can see an decrease of $2.95M in the current position value, from $377M to 374M.

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

Portfolio value $374 Million
ETFs: $143 Million
Financial Services: $53.9 Million
Technology: $43.3 Million
Industrials: $24.4 Million
Healthcare: $20.7 Million
Consumer Cyclical: $18.7 Million
Communication Services: $18.3 Million
Consumer Defensive: $16 Million
Other: $25.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.9 Million 3.97% of portfolio
234,725
Q4 2024 Added 3.19%
$0
$14 Million 3.74% of portfolio
505,792
Q4 2024 Added 196.71%
$0
$13.4 Million 3.59% of portfolio
21,602
Q4 2024 Reduced 1.54%
$3.31T
$11.2 Million 2.99% of portfolio
26,571
Q4 2024 Reduced 2.14%
$0
$10.8 Million 2.9% of portfolio
124,314
Q4 2024 Reduced 0.48%
$1.23T
$9.03 Million 2.41% of portfolio
47,424
Q4 2024 Reduced 2.03%
$142B
$9 Million 2.4% of portfolio
60,842
Q4 2024 Reduced 7.73%
$0
$8.58 Million 2.29% of portfolio
189,781
Q4 2024 Added 2.77%
$0
$8.39 Million 2.24% of portfolio
246,200
Q4 2024 Reduced 4.38%
$132B
$8.21 Million 2.19% of portfolio
47,618
Q4 2024 Reduced 5.28%
$0
$8.16 Million 2.18% of portfolio
279,969
Q4 2024 Reduced 1.65%
$3.58T
$7.73 Million 2.07% of portfolio
30,874
Q4 2024 Reduced 3.2%
$0
$7.17 Million 1.92% of portfolio
115,083
Q4 2024 Added 4.12%
$0
$6.87 Million 1.84% of portfolio
59,658
Q4 2024 Added 0.81%
$777B
$6.47 Million 1.73% of portfolio
26,978
Q4 2024 Reduced 2.9%
$163B
$5.93 Million 1.59% of portfolio
24,041
Q4 2024 Reduced 2.42%
$453B
$5.11 Million 1.37% of portfolio
47,504
Q4 2024 Reduced 2.67%
$0
$4.97 Million 1.33% of portfolio
13,233
Q4 2024 Reduced 2.76%
$99.1B
$4.79 Million 1.28% of portfolio
20,673
Q4 2024 Reduced 2.12%
$0
$4.66 Million 1.24% of portfolio
82,413
Q4 2024 Reduced 1.0%
$0
$4.36 Million 1.17% of portfolio
99,085
Q4 2024 Added 1.59%
$217B
$4.26 Million 1.14% of portfolio
7,447
Q4 2024 Reduced 2.55%
$2.39T
$3.78 Million 1.01% of portfolio
17,223
Q4 2024 Reduced 6.54%
$540B
$3.65 Million 0.97% of portfolio
11,538
Q4 2024 Reduced 2.77%
$0
$3.6 Million 0.96% of portfolio
28,222
Q4 2024 Added 3.2%
$603B
$3.38 Million 0.9% of portfolio
7,465
Q4 2024 Reduced 3.28%
$84.6B
$3.3 Million 0.88% of portfolio
30,589
Q4 2024 Added 3.45%
$373B
$3.19 Million 0.85% of portfolio
72,543
Q4 2024 Reduced 4.2%
$205B
$3.01 Million 0.8% of portfolio
19,801
Q4 2024 Reduced 0.99%
$334B
$2.93 Million 0.78% of portfolio
8,772
Q4 2024 Reduced 1.96%
$384B
$2.89 Million 0.77% of portfolio
19,996
Q4 2024 Reduced 1.21%
$746B
$2.85 Million 0.76% of portfolio
3,694
Q4 2024 Reduced 4.84%
$38B
$2.82 Million 0.75% of portfolio
14,886
Q4 2024 Reduced 1.9%
$1.46T
$2.76 Million 0.74% of portfolio
4,673
Q4 2024 Reduced 3.51%
$184B
$2.74 Million 0.73% of portfolio
23,675
Q4 2024 Reduced 1.86%
$495B
$2.61 Million 0.7% of portfolio
15,636
Q4 2024 Reduced 0.98%
$0
$2.63 Million 0.7% of portfolio
28,965
Q4 2024 Added 5.81%
$0
$2.63 Million 0.7% of portfolio
101,761
Q4 2024 Added 106.29%
$389B
$2.58 Million 0.69% of portfolio
15,399
Q4 2024 Reduced 1.53%
$77.2B
$2.55 Million 0.68% of portfolio
20,558
Q4 2024 Reduced 1.85%
$293B
$2.46 Million 0.66% of portfolio
35,061
Q4 2024 Reduced 1.77%
$498B
$2.47 Million 0.66% of portfolio
4,887
Q4 2024 Added 18.62%
$62.4B
$2.45 Million 0.66% of portfolio
56,532
Q4 2024 Reduced 2.92%
$143B
$2.42 Million 0.65% of portfolio
33,700
Q4 2024 Reduced 2.18%
$215B
$2.42 Million 0.65% of portfolio
6,668
Q4 2024 Reduced 4.43%
$305B
$2.35 Million 0.63% of portfolio
16,227
Q4 2024 Reduced 2.29%
$0
$2.35 Million 0.63% of portfolio
21,598
Q4 2024 Added 0.25%
$0
$2.27 Million 0.61% of portfolio
79,622
Q4 2024 Added 0.03%
$0
$2.23 Million 0.6% of portfolio
98,143
Q4 2024 Added 196.6%

Summary

  • Portfolio
  • No. of Stocks 198
  • Current Value $374 Million
  • Prior Value $377 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 132 stocks
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