Triangle Securities Wealth Management has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $380 Million distributed in 219 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 $15.7M, Schwab Strategic U.S. Mid Cap with a value of $14.5M, Vanguard Information Technolog with a value of $13.1M, Microsoft Corp with a value of $9.89M, and Spdr S&P 600 Small Cap Value E with a value of $9.8M.
Examining the 13F form we can see an increase of $7.96M in the current position value, from $372M to 380M.
Below you can find more details about Triangle Securities Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$380 Million
ETFs: $154 Million
Financial Services: $57.6 Million
Technology: $40.5 Million
Industrials: $24.7 Million
Healthcare: $18.9 Million
Consumer Cyclical: $17.2 Million
Communication Services: $16.5 Million
Consumer Defensive: $13.6 Million
Other: $24.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
