Triangle Securities Wealth Management Portfolio Holdings

Triangle Securities Wealth Management

  • $372 Million
  • Q1 2025

Triangle Securities Wealth Management has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $372 Million distributed in 201 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 $15M, Schwab Strategic U.S. Mid Cap with a value of $13.4M, Vanguard Information Technolog with a value of $11.4M, Microsoft Corp with a value of $9.94M, and Spdr S&P 600 Small Cap Value E with a value of $9.77M.

Examining the 13F form we can see an decrease of $2.05M in the current position value, from $374M to 372M.

Below you can find more details about Triangle Securities Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $372 Million
ETFs: $148 Million
Financial Services: $51.7 Million
Technology: $37.3 Million
Healthcare: $23.5 Million
Industrials: $23.4 Million
Consumer Cyclical: $17.9 Million
Consumer Defensive: $16.5 Million
Communication Services: $15.8 Million
Other: $27.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.46B
$629,000 0.17% of portfolio
8,193
Q1 2025 Reduced 19.42%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $372 Million
  • Prior Value $374 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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