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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.21 Million 0.59% of portfolio
102,891
Q1 2025 Added 4.84%
$36.5B
$2.2 Million 0.59% of portfolio
10,127
Q1 2025 Reduced 5.7%
$58.9B
$2.2 Million 0.59% of portfolio
20,034
Q1 2025 Reduced 2.55%
$148B
$2.13 Million 0.57% of portfolio
6,823
Q1 2025 Reduced 0.91%
$0
$2.13 Million 0.57% of portfolio
5,740
Q1 2025 Added 7.13%
$0
$2.12 Million 0.57% of portfolio
21,850
Q1 2025 Added 1.17%
$47.6B
$2.09 Million 0.56% of portfolio
50,801
Q1 2025 Reduced 10.14%
$0
$2.07 Million 0.56% of portfolio
50,097
Q1 2025 Added 6.68%
$0
$1.98 Million 0.53% of portfolio
11,501
Q1 2025 Reduced 1.32%
$29.3B
$1.9 Million 0.51% of portfolio
14,543
Q1 2025 Added 0.1%
$253B
$1.88 Million 0.5% of portfolio
17,328
Q1 2025 Added 6.03%
$56.7B
$1.83 Million 0.49% of portfolio
7,995
Q1 2025 Added 0.76%
$42.9B
$1.71 Million 0.46% of portfolio
27,241
Q1 2025 Reduced 0.67%
$162B
$1.6 Million 0.43% of portfolio
4,181
Q1 2025 Reduced 0.29%
$467B
$1.6 Million 0.43% of portfolio
2
Q1 2025 New
$10.2B
$1.58 Million 0.42% of portfolio
20,218
Q1 2025 Added 42.03%
$0
$1.42 Million 0.38% of portfolio
12,232
Q1 2025 Added 2.4%
$104B
$1.43 Million 0.38% of portfolio
6,578
Q1 2025 Added 8.19%
$41B
$1.36 Million 0.37% of portfolio
13,217
Q1 2025 Reduced 3.99%
$30.1B
$1.38 Million 0.37% of portfolio
18,446
Q1 2025 Added 0.83%
$88.6B
$1.39 Million 0.37% of portfolio
8,048
Q1 2025 Reduced 1.58%
$59.1B
$1.36 Million 0.36% of portfolio
2,301
Q1 2025 Reduced 1.2%
$30.3B
$1.33 Million 0.36% of portfolio
5,737
Q1 2025 Reduced 0.95%
$156B
$1.32 Million 0.36% of portfolio
1,661
Q1 2025 Added 10.44%
$198B
$1.29 Million 0.35% of portfolio
14,338
Q1 2025 Added 5.59%
$14.2B
$1.29 Million 0.35% of portfolio
22,717
Q1 2025 Added 19.66%
$30.1B
$1.3 Million 0.35% of portfolio
7,110
Q1 2025 Reduced 7.93%
$113B
$1.28 Million 0.34% of portfolio
12,234
Q1 2025 Reduced 2.2%
$26.8B
$1.28 Million 0.34% of portfolio
4,972
Q1 2025 Reduced 0.2%
$253B
$1.2 Million 0.32% of portfolio
13,642
Q1 2025 Reduced 0.1%
$136B
$1.15 Million 0.31% of portfolio
5,628
Q1 2025 Added 50.24%
$155B
$1.17 Million 0.31% of portfolio
11,825
Q1 2025 Added 6.6%
$253B
$1.17 Million 0.31% of portfolio
7,372
Q1 2025 Reduced 0.34%
$229B
$1.13 Million 0.3% of portfolio
3,627
Q1 2025 Reduced 4.12%
$68B
$1.12 Million 0.3% of portfolio
4,419
Q1 2025 Added 0.8%
$40.5B
$1.12 Million 0.3% of portfolio
7,776
Q1 2025 Reduced 8.82%
$14B
$1.13 Million 0.3% of portfolio
17,198
Q1 2025 Reduced 6.23%
$69.2B
$1.12 Million 0.3% of portfolio
3,246
Q1 2025 Reduced 0.52%
$41.8B
$1.09 Million 0.29% of portfolio
5,187
Q1 2025 Reduced 8.1%
$185B
$1.06 Million 0.29% of portfolio
9,099
Q1 2025 Reduced 3.63%
$53.1B
$1.1 Million 0.29% of portfolio
4,460
Q1 2025 Reduced 0.22%
$0
$1.1 Million 0.29% of portfolio
4,166
Q1 2025 Added 1.41%
$77.8B
$1.03 Million 0.28% of portfolio
2,207
Q1 2025 Reduced 1.12%
$105B
$1.05 Million 0.28% of portfolio
17,180
Q1 2025 Added 2.46%
$0
$1 Million 0.27% of portfolio
6,769
Q1 2025 Added 4.07%
$48.2B
$987,000 0.27% of portfolio
6,940
Q1 2025 Added 0.81%
$0
$988,000 0.27% of portfolio
3,845
Q1 2025 Reduced 2.53%
$0
$995,000 0.27% of portfolio
4,825
Q2 2024 Reduced 17.17%
$167B
$987,000 0.27% of portfolio
1,985
Q1 2025 Added 21.18%

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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