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 Market Cap. of $10 Billions to $200 Billions