Triangle Securities Wealth Management Portfolio Holdings

Triangle Securities Wealth Management

  • $349 Million
  • Q2 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$87.2B
$294,000 0.08% of portfolio
895
Q2 2024 Reduced 6.28%
$20.1B
$274,000 0.08% of portfolio
2,009
Q2 2024 New
$34.5B
$241,000 0.07% of portfolio
4,550
Q3 2023 Reduced 2.15%
$71.4B
$247,000 0.07% of portfolio
826
Q2 2024 Reduced 1.78%
$18.5B
$240,000 0.07% of portfolio
4,015
Q4 2023 New
$57.9B
$243,000 0.07% of portfolio
1,133
Q1 2024 Reduced 0.87%
$38B
$219,000 0.06% of portfolio
3,071
Q1 2024 Added 0.1%
$115B
$205,000 0.06% of portfolio
807
Q2 2024 Added 3.86%

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $349 Million
  • Prior Value $348 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 10, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 107 stocks
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