Triangle Securities Wealth Management Portfolio Holdings by Sector

Triangle Securities Wealth Management

$374 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JAVA SCHM VGT SLYV IUSB TPYP IJH IJR 44 stocks	$142,318 39.12% of portfolio	24	17	1	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR BX NTRS CG 4 stocks	$18,176 5.0% of portfolio	-	4	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE PANW 4 stocks	$16,692 4.59% of portfolio	1	3	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC C RY 5 stocks	$13,476 3.7% of portfolio	-	5	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$12,676 3.48% of portfolio	-	3	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ LLY AMGN MRK BMY BIIB PFE 7 stocks	$10,466 2.88% of portfolio	-	6	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA AMD QCOM TXN 5 stocks	$8,557 2.35% of portfolio	1	4	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR ROK OTIS ROP CMI GE DOV 7 stocks	$7,945 2.18% of portfolio	-	6	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$7,731 2.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$7,460 2.05% of portfolio	-	2	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK NEE WEC D 4 stocks	$6,908 1.9% of portfolio	2	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$6,295 1.73% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM NOW ADSK TYL 4 stocks	$6,081 1.67% of portfolio	-	4	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS 2 stocks	$5,451 1.5% of portfolio	-	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX LHX GD BA 4 stocks	$5,259 1.45% of portfolio	-	3	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V AXP MA 3 stocks	$5,176 1.42% of portfolio	-	3	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB CL CLX 4 stocks	$4,653 1.28% of portfolio	-	4	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC USB PNC FCNCA 4 stocks	$4,623 1.27% of portfolio	-	3	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3,778 1.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials WAB UNP NSC 3 stocks	$3,608 0.99% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$3,383 0.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$3,296 0.91% of portfolio	-	2	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS CI 3 stocks	$3,273 0.9% of portfolio	1	2	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD ECL SHW 3 stocks	$3,132 0.86% of portfolio	-	3	-	-	0 Calls 0 Puts
Entertainment \| Communication Services LYV DIS 2 stocks	$3,116 0.86% of portfolio	-	2	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$3,022 0.83% of portfolio	-	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT TGT COST 3 stocks	$2,671 0.73% of portfolio	1	2	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR TMO DGX PKI 4 stocks	$2,435 0.67% of portfolio	1	2	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX ISRG 2 stocks	$2,311 0.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE MCO 2 stocks	$2,274 0.63% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB 1 stocks	$2,263 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX CPRT 2 stocks	$2,252 0.62% of portfolio	2	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$2,215 0.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical ROST TJX 2 stocks	$2,056 0.57% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP FANG 2 stocks	$1,816 0.5% of portfolio	-	2	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$1,706 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$1,636 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$1,562 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD SYY 2 stocks	$1,467 0.4% of portfolio	-	2	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD YUM 2 stocks	$1,460 0.4% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT ASML 2 stocks	$1,423 0.39% of portfolio	1	1	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$1,247 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA VZ 2 stocks	$1,240 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$1,217 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG WTW 2 stocks	$1,125 0.31% of portfolio	1	1	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$1,115 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$1,100 0.3% of portfolio	-	2	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR TT 2 stocks	$868 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials EFX 1 stocks	$816 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$816 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MGM 1 stocks	$802 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY MDLZ 2 stocks	$764 0.21% of portfolio	1	1	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$745 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX 1 stocks	$711 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG SABR 2 stocks	$710 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$637 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials RIO 1 stocks	$534 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ULTA 1 stocks	$458 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$411 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$382 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive TSN 1 stocks	$356 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$309 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$258 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$232 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology FLEX 1 stocks	$227 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials LUV 1 stocks	$225 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$222 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical BALL 1 stocks	$215 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts

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Triangle Securities Wealth Management Portfolio Holdings by Sector

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