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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.9 Million 3.97% of portfolio
234,725
Q4 2024 Added 3.19%
$0
$14 Million 3.74% of portfolio
505,792
Q4 2024 Added 196.71%
$0
$13.4 Million 3.59% of portfolio
21,602
Q4 2024 Reduced 1.54%
$0
$10.8 Million 2.9% of portfolio
124,314
Q4 2024 Reduced 0.48%
$0
$8.58 Million 2.29% of portfolio
189,781
Q4 2024 Added 2.77%
$0
$8.39 Million 2.24% of portfolio
246,200
Q4 2024 Reduced 4.38%
$0
$8.16 Million 2.18% of portfolio
279,969
Q4 2024 Reduced 1.65%
$0
$7.17 Million 1.92% of portfolio
115,083
Q4 2024 Added 4.12%
$0
$6.87 Million 1.84% of portfolio
59,658
Q4 2024 Added 0.81%
$0
$5.95 Million 1.59% of portfolio
256,488
Q4 2024 Added 204.4%
$0
$4.97 Million 1.33% of portfolio
13,233
Q4 2024 Reduced 2.76%
$0
$4.66 Million 1.24% of portfolio
82,413
Q4 2024 Reduced 1.0%
$0
$4.36 Million 1.17% of portfolio
99,085
Q4 2024 Added 1.59%
$0
$3.6 Million 0.96% of portfolio
28,222
Q4 2024 Added 3.2%
$0
$2.63 Million 0.7% of portfolio
28,965
Q4 2024 Added 5.81%
$0
$2.63 Million 0.7% of portfolio
101,761
Q4 2024 Added 106.29%
$0
$2.27 Million 0.61% of portfolio
79,622
Q4 2024 Added 0.03%
$0
$2.23 Million 0.6% of portfolio
98,143
Q4 2024 Added 196.6%
$0
$2.2 Million 0.59% of portfolio
5,358
Q4 2024 Added 4.22%
$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%
$0
$1.61 Million 0.43% of portfolio
2,747
Q4 2024 Added 1.52%
$0
$1.4 Million 0.37% of portfolio
11,945
Q4 2024 Reduced 5.36%
$0
$1.28 Million 0.34% of portfolio
19,509
Q4 2024 Added 15.76%
$0
$1.12 Million 0.3% of portfolio
4,825
Q2 2024 Reduced 17.17%
$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%
$0
$940,000 0.25% of portfolio
12,426
Q4 2024 Reduced 0.6%
$0
$870,000 0.23% of portfolio
14,922
Q4 2024 Reduced 3.4%
$0
$845,000 0.23% of portfolio
6,399
Q4 2024 Reduced 0.37%
$0
$800,000 0.21% of portfolio
32,442
Q4 2024 Added 22.94%
$0
$663,000 0.18% of portfolio
3,919
Q4 2024 Added 0.33%
$0
$648,000 0.17% of portfolio
6,480
Q4 2024 Reduced 4.71%
$0
$502,000 0.13% of portfolio
3,825
Q1 2024 Reduced 6.0%
$0
$422,000 0.11% of portfolio
3,196
Q4 2024 Reduced 4.43%
$0
$411,000 0.11% of portfolio
1,419
Q4 2024 Reduced 4.57%
$0
$393,000 0.11% of portfolio
4,860
Q4 2024 Reduced 0.51%
$0
$420,000 0.11% of portfolio
15,397
Q4 2024 New
$0
$361,000 0.1% of portfolio
2,894
Q4 2024 Reduced 1.06%
$0
$378,000 0.1% of portfolio
11,405
Q4 2024 Added 61.84%
$0
$375,000 0.1% of portfolio
2,031
Q4 2024 Reduced 0.44%
$0
$309,000 0.08% of portfolio
7,392
Q4 2024 Reduced 3.37%
$0
$241,000 0.06% of portfolio
1,328
Q4 2024 Reduced 47.84%
$0
$220,000 0.06% of portfolio
1,701
Q4 2024 Added 4.29%
$0
$175,000 0.05% of portfolio
12,031
Q4 2024 Reduced 10.59%

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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