Triangle Securities Wealth Management Portfolio Holdings
Triangle Securities Wealth Management
- $374 Million
- Q4 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 198
- Current Value $374 Million
- Prior Value $377 Million
- Filing
- Period Q4 2024
- Filing Date January 15, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 9 stocks
- Additional Purchases 38 stocks
- Sold out of 0 stocks
- Reduced holdings in 132 stocks