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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.49T
$9.94 Million 2.67% of portfolio
26,484
Q1 2025 Reduced 0.33%
$104B
$7.44 Million 2.0% of portfolio
64,333
Q1 2025 Added 5.74%
$1.03T
$7.15 Million 1.92% of portfolio
45,746
Q1 2025 Reduced 3.54%
$3.22T
$6.9 Million 1.85% of portfolio
31,078
Q1 2025 Added 0.66%
$768B
$6.46 Million 1.74% of portfolio
26,340
Q1 2025 Reduced 2.36%
$97.7B
$6.49 Million 1.74% of portfolio
46,416
Q1 2025 Reduced 2.52%
$424B
$5.66 Million 1.52% of portfolio
47,558
Q1 2025 Added 0.11%
$141B
$5.58 Million 1.5% of portfolio
23,907
Q1 2025 Reduced 0.56%
$728B
$3.98 Million 1.07% of portfolio
4,814
Q1 2025 Added 30.32%
$600B
$3.94 Million 1.06% of portfolio
11,229
Q1 2025 Reduced 2.68%
$207B
$3.87 Million 1.04% of portfolio
7,077
Q1 2025 Reduced 4.97%
$648B
$3.85 Million 1.03% of portfolio
7,324
Q1 2025 Reduced 1.89%
$89.1B
$3.76 Million 1.01% of portfolio
30,824
Q1 2025 Added 0.77%
$105B
$3.37 Million 0.9% of portfolio
20,117
Q1 2025 Reduced 2.69%
$402B
$3.29 Million 0.88% of portfolio
19,865
Q1 2025 Reduced 0.66%
$2.12T
$3.29 Million 0.88% of portfolio
17,316
Q1 2025 Added 0.54%
$181B
$3.01 Million 0.81% of portfolio
20,108
Q1 2025 Added 1.55%
$356B
$2.96 Million 0.8% of portfolio
70,936
Q1 2025 Reduced 2.22%
$1.5T
$2.73 Million 0.73% of portfolio
4,741
Q1 2025 Added 1.46%
$268B
$2.68 Million 0.72% of portfolio
15,993
Q1 2025 Reduced 1.44%
$37.1B
$2.64 Million 0.71% of portfolio
14,567
Q1 2025 Reduced 2.14%
$386B
$2.62 Million 0.7% of portfolio
15,348
Q1 2025 Reduced 0.33%
$277B
$2.56 Million 0.69% of portfolio
4,893
Q1 2025 Added 0.12%
$140B
$2.52 Million 0.68% of portfolio
35,544
Q1 2025 Added 5.47%
$284B
$2.48 Million 0.67% of portfolio
34,607
Q1 2025 Reduced 1.29%
$267B
$2.34 Million 0.63% of portfolio
8,719
Q1 2025 Reduced 0.6%
$94.9B
$2.34 Million 0.63% of portfolio
52,903
Q1 2025 Reduced 0.81%
$184B
$2.27 Million 0.61% of portfolio
6,869
Q1 2025 Added 3.01%
$461B
$2.22 Million 0.6% of portfolio
15,871
Q1 2025 Added 1.5%
$39.4B
$2.2 Million 0.59% of portfolio
10,127
Q1 2025 Reduced 5.7%
$72.4B
$2.2 Million 0.59% of portfolio
20,034
Q1 2025 Reduced 2.55%
$154B
$2.13 Million 0.57% of portfolio
6,823
Q1 2025 Reduced 0.91%
$52.6B
$2.09 Million 0.56% of portfolio
50,801
Q1 2025 Reduced 10.14%
$33.1B
$1.9 Million 0.51% of portfolio
14,543
Q1 2025 Added 0.1%
$349B
$1.88 Million 0.5% of portfolio
17,328
Q1 2025 Added 6.03%
$48.8B
$1.83 Million 0.49% of portfolio
7,995
Q1 2025 Added 0.76%
$51.2B
$1.71 Million 0.46% of portfolio
27,241
Q1 2025 Reduced 0.67%
$193B
$1.6 Million 0.43% of portfolio
4,181
Q1 2025 Reduced 0.29%
$440B
$1.6 Million 0.43% of portfolio
2
Q1 2025 New
$10.3B
$1.58 Million 0.42% of portfolio
20,218
Q1 2025 Added 42.03%
$101B
$1.43 Million 0.38% of portfolio
6,578
Q1 2025 Added 8.19%
$39.7B
$1.36 Million 0.37% of portfolio
13,217
Q1 2025 Reduced 3.99%
$33.8B
$1.38 Million 0.37% of portfolio
18,446
Q1 2025 Added 0.83%
$99.7B
$1.39 Million 0.37% of portfolio
8,048
Q1 2025 Reduced 1.58%
$60.4B
$1.36 Million 0.36% of portfolio
2,301
Q1 2025 Reduced 1.2%
$40.7B
$1.33 Million 0.36% of portfolio
5,737
Q1 2025 Reduced 0.95%
$206B
$1.32 Million 0.36% of portfolio
1,661
Q1 2025 Added 10.44%
$197B
$1.29 Million 0.35% of portfolio
14,338
Q1 2025 Added 5.59%
$11.9B
$1.29 Million 0.35% of portfolio
22,717
Q1 2025 Added 19.66%

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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