Triangle Securities Wealth Management Top Holdings and 13F Report (2025) About Triangle Securities Wealth ManagementInvestment ActivityTriangle Securities Wealth Management has $389.86 million in total holdings as of December 31, 2024.Triangle Securities Wealth Management owns shares of 198 different stocks, but just 78 companies or ETFs make up 80% of its holdings.Approximately 7.51% of the portfolio was purchased this quarter.About 3.42% of the portfolio was sold this quarter.This quarter, Triangle Securities Wealth Management has purchased 199 new stocks and bought additional shares in 38 stocks.Triangle Securities Wealth Management sold shares of 132 stocks and completely divested from 10 stocks this quarter.Largest Holdings JPMorgan Active Value ETF $14,858,079Schwab U.S. Mid-Cap ETF $14,015,496Vanguard Information Technology ETF $13,432,124Microsoft $11,199,507SPDR S&P 600 Small CapValue ETF $10,846,389 Largest New Holdings this Quarter 2023 ETF SERIES TRUST $3,911,254 HoldingLAM RESEARCH CORP $1,335,966 HoldingASML $517,038 HoldingSchwab US Dividend Equity ETF $420,650 HoldingHershey $409,827 Holding Largest Purchases this Quarter Schwab U.S. Mid-Cap ETF 335,328 shares (about $9.29M)Schwab US Large-Cap ETF 172,229 shares (about $3.99M)2023 ETF SERIES TRUST 140,440 shares (about $3.91M)Schwab US Broad Market ETF 65,054 shares (about $1.48M)Schwab US Small-Cap ETF 52,433 shares (about $1.36M) Largest Sales this Quarter KKR & Co. Inc. 5,097 shares (about $753.89K)Blackstone 2,653 shares (about $457.43K)Tortoise North American Pipeline Fund 11,270 shares (about $384.19K)Amazon.com 1,206 shares (about $264.58K)Apple 1,021 shares (about $255.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTriangle Securities Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJAVAJPMorgan Active Value ETF$14,858,079$459,178 ▲3.2%234,7253.8%ETFSCHMSchwab U.S. Mid-Cap ETF$14,015,496$9,291,939 ▲196.7%505,7923.6%ETFVGTVanguard Information Technology ETF$13,432,124$209,547 ▼-1.5%21,6023.4%ETFMSFTMicrosoft$11,199,507$245,309 ▼-2.1%26,5712.9%Computer and TechnologySLYVSPDR S&P 600 Small CapValue ETF$10,846,389$52,175 ▼-0.5%124,3142.8%ETFGOOGAlphabet$9,031,427$187,012 ▼-2.0%47,4242.3%Computer and TechnologyKKRKKR & Co. Inc.$8,999,072$753,892 ▼-7.7%60,8422.3%FinanceIUSBiShares Core Total USD Bond Market ETF$8,578,095$231,062 ▲2.8%189,7812.2%ManufacturingTPYPTortoise North American Pipeline Fund$8,392,943$384,194 ▼-4.4%246,2002.2%ETFBXBlackstone$8,210,243$457,427 ▼-5.3%47,6182.1%FinanceSAMTStrategas Macro Thematic Opportunities ETF$8,156,886$136,672 ▼-1.6%279,9692.1%ETFAAPLApple$7,731,467$255,679 ▼-3.2%30,8742.0%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$7,170,851$283,823 ▲4.1%115,0831.8%ETFIJRiShares Core S&P Small-Cap ETF$6,873,775$55,305 ▲0.8%59,6581.8%ETFJPMJPMorgan Chase & Co.$6,466,825$193,444 ▼-2.9%26,9781.7%FinanceSCHXSchwab US Large-Cap ETF$5,945,381$3,992,261 ▲204.4%256,4881.5%ETFLOWLowe's Companies$5,933,319$146,846 ▼-2.4%24,0411.5%Retail/WholesaleBNBrookfield$5,178,371$519,808 ▲11.2%90,1371.3%FinanceXOMExxon Mobil$5,110,048$139,950 ▼-2.7%47,5041.3%Oils/EnergyVCRVanguard Consumer Discretionary ETF$4,967,477$141,145 ▼-2.8%13,2331.3%ETFAVGOBroadcom$4,792,828$103,632 ▼-2.1%20,6731.2%Computer and TechnologyKIESPDR S&P Insurance ETF$4,657,983$47,025 ▼-1.0%82,4131.2%ETFVWOVanguard FTSE Emerging Markets ETF$4,363,719$68,350 ▲1.6%99,0851.1%ETFGSThe Goldman Sachs Group$4,264,301$111,661 ▼-2.6%7,4471.1%Finance2023 ETF SERIES TRUST$3,911,254$3,911,254 ▲New Holding140,4401.0%EAGLE CAPITAL SEAMZNAmazon.com$3,778,554$264,584 ▼-6.5%17,2231.0%Retail/WholesaleVVisa$3,646,592$103,981 ▼-2.8%11,5380.9%Business ServicesVYMVanguard High Dividend Yield ETF$3,600,875$111,770 ▲3.2%28,2220.9%ETFBRK.BBerkshire Hathaway$3,383,735$114,680 ▼-3.3%7,4650.9%FinanceDUKDuke Energy$3,295,610$109,893 ▲3.4%30,5890.8%UtilitiesBACBank of America$3,188,265$139,761 ▼-4.2%72,5430.8%FinancePEPPepsiCo$3,010,989$29,956 ▼-1.0%19,8010.8%Consumer StaplesCRMSalesforce$2,932,761$58,508 ▼-2.0%8,7720.8%Computer and TechnologyJNJJohnson & Johnson$2,891,873$35,288 ▼-1.2%19,9960.7%MedicalLLYEli Lilly and Company$2,851,768$145,136 ▼-4.8%3,6940.7%MedicalWABWestinghouse Air Brake Technologies$2,822,237$54,602 ▼-1.9%14,8860.7%TransportationRTXRTX$2,739,650$51,958 ▼-1.9%23,6750.7%AerospaceMETAMeta Platforms$2,736,142$99,539 ▼-3.5%4,6730.7%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$2,633,760$144,577 ▲5.8%28,9650.7%ETFSCHASchwab US Small-Cap ETF$2,631,532$1,355,914 ▲106.3%101,7610.7%ETFORCLOracle$2,605,588$25,663 ▼-1.0%15,6360.7%Computer and TechnologyPGProcter & Gamble$2,581,611$40,236 ▼-1.5%15,3990.7%Consumer StaplesEMREmerson Electric$2,547,790$48,086 ▼-1.9%20,5580.7%Industrial ProductsUNHUnitedHealth Group$2,472,138$387,995 ▲18.6%4,8870.6%MedicalWFCWells Fargo & Company$2,462,719$44,252 ▼-1.8%35,0610.6%FinanceTFCTruist Financial$2,452,356$73,703 ▼-2.9%56,5320.6%FinanceCATCaterpillar$2,418,884$112,093 ▼-4.4%6,6680.6%Industrial ProductsNEENextEra Energy$2,415,972$53,840 ▼-2.2%33,7000.6%UtilitiesCVXChevron$2,350,336$55,184 ▼-2.3%16,2270.6%Oils/EnergyIJSiShares S&P Small-Cap 600 Value ETF$2,345,723$5,756 ▲0.2%21,5980.6%ETFSAGPStrategas Global Policy Opportunities ETF$2,268,253$570 ▲0.0%79,6220.6%ETFENBEnbridge$2,263,004$40,436 ▼-1.8%53,3350.6%Oils/EnergyLINDE PLC$2,258,725$61,963 ▼-2.7%5,3950.6%SHSSCHBSchwab US Broad Market ETF$2,227,839$1,476,721 ▲196.6%98,1430.6%ETFGRMNGarmin$2,215,074$55,691 ▼-2.5%10,7390.6%Computer and TechnologyVUGVanguard Growth ETF$2,199,007$89,060 ▲4.2%5,3580.6%ETFNVDANVIDIA$2,194,707$211,104 ▼-8.8%16,3430.6%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,042,330$84,462 ▼-4.0%11,6550.5%ETFXLREReal Estate Select Sector SPDR Fund$1,909,825$315,640 ▲19.8%46,9590.5%ETFFBNDFidelity Total Bond ETF$1,887,974$626,558 ▲49.7%42,0770.5%ETFLYVLive Nation Entertainment$1,881,376$37,167 ▼-1.9%14,5280.5%Consumer DiscretionaryADBEAdobe$1,864,543$57,364 ▼-3.0%4,1930.5%Computer and TechnologyBDXBecton, Dickinson and Company$1,800,213$43,105 ▼-2.3%7,9350.5%MedicalAMGNAmgen$1,794,767$38,314 ▼-2.1%6,8860.5%MedicalSTZConstellation Brands$1,706,483$28,508 ▼-1.6%7,7220.4%Consumer StaplesSPYSPDR S&P 500 ETF Trust$1,609,950$24,029 ▲1.5%2,7470.4%FinanceNOWServiceNow$1,594,420$29,683 ▼-1.8%1,5040.4%Computer and TechnologyCTVACorteva$1,562,048$24,891 ▼-1.6%27,4240.4%Consumer StaplesROKRockwell Automation$1,423,718$45,152 ▼-3.1%4,9820.4%Computer and TechnologyVTVanguard Total World Stock ETF$1,403,343$79,536 ▼-5.4%11,9450.4%ETFDDDuPont de Nemours$1,394,918$25,468 ▼-1.8%18,2940.4%Basic MaterialsMRKMerck & Co., Inc.$1,350,829$23,676 ▼-1.7%13,5790.3%MedicalLAM RESEARCH CORP$1,335,966$1,335,966 ▲New Holding18,4960.3%COM NEWADSKAutodesk$1,321,198$38,720 ▼-2.8%4,4700.3%Computer and TechnologyJSMLJanus Henderson Small Cap Growth Alpha ETF$1,278,824$174,102 ▲15.8%19,5090.3%ETFOTISOtis Worldwide$1,274,869$59,270 ▼-4.4%13,7660.3%ConstructionEAElectronic Arts$1,247,646$16,971 ▼-1.3%8,5280.3%Consumer DiscretionaryCOPConocoPhillips$1,240,518$25,883 ▼-2.0%12,5090.3%Oils/EnergyUSFDUS Foods$1,237,284$44,389 ▼-3.5%18,3410.3%Consumer StaplesDISWalt Disney$1,235,186$46,655 ▼-3.6%11,0930.3%Consumer DiscretionaryWMTWalmart$1,233,691$20,328 ▼-1.6%13,6550.3%Retail/WholesaleICEIntercontinental Exchange$1,218,525$42,172 ▼-3.3%8,1770.3%FinanceVEEVVeeva Systems$1,217,768$13,246 ▼-1.1%5,7920.3%Computer and TechnologyROPRoper Technologies$1,210,731$45,747 ▼-3.6%2,3290.3%Computer and TechnologyMSMorgan Stanley$1,187,048$73,043 ▼-5.8%9,4420.3%FinanceLHXL3Harris Technologies$1,186,820$24,182 ▼-2.0%5,6440.3%Aerospace2023 ETF SERIES TRUST II$1,176,389$91,881 ▲8.5%36,7970.3%GMO US QUALITY EKMXCarMax$1,163,854$2,044 ▲0.2%14,2350.3%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$1,121,9090.0%4,8250.3%ETFAMTAmerican Tower$1,115,210$22,928 ▲2.1%6,0800.3%FinanceMCDMcDonald's$1,096,654$31,888 ▼-2.8%3,7830.3%Retail/WholesaleCPRTCopart$1,089,549$222,099 ▲25.6%18,9850.3%Business ServicesHONHoneywell International$1,062,135$145,247 ▼-12.0%4,7020.3%Multi-Sector ConglomeratesMCOMoody's$1,056,700$10,889 ▼-1.0%2,2320.3%FinanceVHTVanguard Health Care ETF$1,042,203$523,892 ▲101.1%4,1080.3%ETFVOVanguard Mid-Cap ETF$1,041,9930.0%3,9450.3%ETFROSTRoss Stores$1,038,922$10,589 ▼-1.0%6,8680.3%Retail/WholesaleECLEcolab$1,027,259$39,131 ▼-3.7%4,3840.3%Basic MaterialsPANWPalo Alto Networks$1,024,799$512,400 ▲100.0%5,6320.3%Computer and TechnologyTJXTJX Companies$1,018,670$37,572 ▼-3.6%8,4320.3%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
