Triangle Securities Wealth Management has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $349 Million distributed in 195 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 $12.9M, Vanguard Information Technolog with a value of $12.7M, Microsoft Corp with a value of $12.6M, Spdr S&P 600 Small Cap Value E with a value of $9.81M, and Alphabet Inc. with a value of $8.96M.
Examining the 13F form we can see an increase of $1.13M in the current position value, from $348M to 349M.
Below you can find more details about Triangle Securities Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$349 Million
ETFs: $118 Million
Financial Services: $46.7 Million
Technology: $44.1 Million
Healthcare: $25.2 Million
Industrials: $24.3 Million
Consumer Cyclical: $18.5 Million
Communication Services: $18 Million
Consumer Defensive: $17.2 Million
Other: $27.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
