Triangle Securities Wealth Management Portfolio Holdings
Triangle Securities Wealth Management
- $380 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 219
- Current Value $380 Million
- Prior Value $372 Million
- Filing
- Period Q2 2025
- Filing Date July 10, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 13 stocks
- Additional Purchases 51 stocks
- Sold out of 0 stocks
- Reduced holdings in 117 stocks