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.

Portfolio value $374 Million
ETFs: $143 Million
Financial Services: $53.9 Million
Technology: $43.3 Million
Industrials: $24.4 Million
Healthcare: $20.7 Million
Consumer Cyclical: $18.7 Million
Communication Services: $18.3 Million
Consumer Defensive: $16 Million
Other: $25.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$88.8B
$2.26 Million 0.6% of portfolio
53,335
Q4 2024 Reduced 1.76%
$0
$2.2 Million 0.59% of portfolio
5,358
Q4 2024 Added 4.22%
$293B
$2.19 Million 0.59% of portfolio
16,343
Q4 2024 Reduced 8.77%
$40.3B
$2.22 Million 0.59% of portfolio
10,739
Q4 2024 Reduced 2.45%
$0
$2.04 Million 0.55% of portfolio
11,655
Q4 2024 Reduced 3.97%
$0
$1.91 Million 0.51% of portfolio
46,959
Q4 2024 Added 19.8%
$0
$1.89 Million 0.5% of portfolio
42,077
Q4 2024 Added 49.67%
$28.3B
$1.88 Million 0.5% of portfolio
14,528
Q4 2024 Reduced 1.94%
$180B
$1.86 Million 0.5% of portfolio
4,193
Q4 2024 Reduced 2.98%
$169B
$1.79 Million 0.48% of portfolio
6,886
Q4 2024 Reduced 2.09%
$65.7B
$1.8 Million 0.48% of portfolio
7,935
Q4 2024 Reduced 2.34%
$28.6B
$1.71 Million 0.46% of portfolio
7,722
Q4 2024 Reduced 1.64%
$0
$1.61 Million 0.43% of portfolio
2,747
Q4 2024 Added 1.52%
$167B
$1.59 Million 0.43% of portfolio
1,504
Q4 2024 Reduced 1.83%
$44.4B
$1.56 Million 0.42% of portfolio
27,424
Q4 2024 Reduced 1.57%
$29.9B
$1.42 Million 0.38% of portfolio
4,982
Q4 2024 Reduced 3.07%
$37.7B
$1.39 Million 0.37% of portfolio
18,294
Q4 2024 Reduced 1.79%
$236B
$1.35 Million 0.36% of portfolio
13,579
Q4 2024 Reduced 1.72%
$0
$1.28 Million 0.34% of portfolio
19,509
Q4 2024 Added 15.76%
$42.2B
$1.27 Million 0.34% of portfolio
13,766
Q4 2024 Reduced 4.44%
$14.5B
$1.24 Million 0.33% of portfolio
18,341
Q4 2024 Reduced 3.46%
$33.3B
$1.22 Million 0.33% of portfolio
5,792
Q4 2024 Reduced 1.08%
$233B
$1.23 Million 0.33% of portfolio
13,655
Q4 2024 Reduced 1.62%
$181B
$1.24 Million 0.33% of portfolio
11,093
Q4 2024 Reduced 3.64%
$40.1B
$1.25 Million 0.33% of portfolio
8,528
Q4 2024 Reduced 1.34%
$130B
$1.24 Million 0.33% of portfolio
12,509
Q4 2024 Reduced 2.04%
$97.4B
$1.22 Million 0.33% of portfolio
8,177
Q4 2024 Reduced 3.35%
$204B
$1.19 Million 0.32% of portfolio
9,442
Q4 2024 Reduced 5.8%
$39.8B
$1.19 Million 0.32% of portfolio
5,644
Q4 2024 Reduced 2.0%
$60.7B
$1.21 Million 0.32% of portfolio
2,329
Q4 2024 Reduced 3.64%
$11.3B
$1.16 Million 0.31% of portfolio
14,235
Q4 2024 Added 0.18%
$101B
$1.12 Million 0.3% of portfolio
6,080
Q4 2024 Added 2.1%
$0
$1.12 Million 0.3% of portfolio
4,825
Q2 2024 Reduced 17.17%
$12.8B
$1.09 Million 0.29% of portfolio
18,985
Q4 2024 Added 25.6%
$225B
$1.1 Million 0.29% of portfolio
3,783
Q4 2024 Reduced 2.83%
$53.1B
$1.1 Million 0.29% of portfolio
4,470
Q4 2024 Reduced 2.85%
$42.9B
$1.04 Million 0.28% of portfolio
6,868
Q4 2024 Reduced 1.01%
$84.2B
$1.06 Million 0.28% of portfolio
2,232
Q4 2024 Reduced 1.02%
$141B
$1.06 Million 0.28% of portfolio
4,702
Q4 2024 Reduced 12.03%
$0
$1.04 Million 0.28% of portfolio
4,108
Q4 2024 Added 101.08%
$0
$1.04 Million 0.28% of portfolio
3,945
Q2 2024 Reduced 0.38%
$0
$1.01 Million 0.27% of portfolio
6,504
Q4 2024 Added 5.62%
$135B
$1.02 Million 0.27% of portfolio
8,432
Q4 2024 Reduced 3.56%
$54.6B
$1.02 Million 0.27% of portfolio
5,632
Q4 2024 Added 100.0%
$71.5B
$1.03 Million 0.27% of portfolio
4,384
Q4 2024 Reduced 3.67%
$72.3B
$932,000 0.25% of portfolio
3,538
Q4 2024 Reduced 0.84%
$0
$940,000 0.25% of portfolio
12,426
Q4 2024 Reduced 0.6%
$69.8B
$926,000 0.25% of portfolio
3,263
Q4 2024 Reduced 1.09%
$130B
$948,000 0.25% of portfolio
16,767
Q4 2024 Reduced 8.21%

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
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