Triangle Securities Wealth Management Top Holdings and 13F Report (2025) About Triangle Securities Wealth ManagementInvestment ActivityTriangle Securities Wealth Management has $406.38 million in total holdings as of June 30, 2025.Triangle Securities Wealth Management owns shares of 202 different stocks, but just 78 companies or ETFs make up 80% of its holdings.Approximately 6.71% of the portfolio was purchased this quarter.About 9.23% of the portfolio was sold this quarter.This quarter, Triangle Securities Wealth Management has purchased 201 new stocks and bought additional shares in 51 stocks.Triangle Securities Wealth Management sold shares of 117 stocks and completely divested from 12 stocks this quarter.Largest Holdings JPMorgan Active Value ETF $15,736,810Schwab U.S. Mid-Cap ETF $14,541,871Vanguard Information Technology ETF $13,059,997Microsoft $9,885,464SPDR S&P 600 Small Cap Value ETF $9,798,923 Largest New Holdings this Quarter 890930308 - TORTOISE CAPITAL SERIES TRUS $8,325,467 Holding25434V807 - Dimensional International Value ETF $1,672,201 Holding11133T103 - Broadridge Financial Solutions $784,015 HoldingH5919C104 - ON $782,312 Holding009158106 - Air Products and Chemicals $597,121 Holding Largest Purchases this Quarter TORTOISE CAPITAL SERIES TRUS 233,011 shares (about $8.33M)The Goldman Sachs Group 6,401 shares (about $3.99M)Real Estate Select Sector SPDR Fund 50,163 shares (about $2.09M)Dimensional International Value ETF 39,043 shares (about $1.67M)Fidelity Total Bond ETF 28,574 shares (about $1.31M) Largest Sales this Quarter Microsoft 6,610 shares (about $3.29M)Apple 6,177 shares (about $1.27M)Truist Financial 25,933 shares (about $1.11M)Oracle 5,046 shares (about $1.10M)JPMorgan Chase & Co. 3,709 shares (about $1.08M) 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$15,736,810$151,370 ▲1.0%240,2573.9%ETFSCHMSchwab U.S. Mid-Cap ETF$14,541,871$188,692 ▲1.3%518,4273.6%ETFVGTVanguard Information Technology ETF$13,059,997$845,683 ▼-6.1%19,6903.2%ETFMSFTMicrosoft$9,885,464$3,287,859 ▼-25.0%19,8742.4%Computer and TechnologySLYVSPDR S&P 600 Small Cap Value ETF$9,798,923$182,012 ▼-1.8%122,8552.4%ETFSAMTStrategas Macro Thematic Opportunities ETF$9,532,424$86,178 ▲0.9%276,8642.3%ETFIUSBiShares Core Total USD Bond Market ETF$8,697,889$2,866 ▲0.0%188,1442.1%ManufacturingGSThe Goldman Sachs Group$8,396,402$3,987,637 ▲90.4%13,4782.1%FinanceTORTOISE CAPITAL SERIES TRUS$8,325,467$8,325,467 ▲New Holding233,0112.0%NORTH AMERN PIPEKKRKKR & Co. Inc.$8,321,816$236,394 ▼-2.8%62,5562.0%FinanceIJHiShares Core S&P Mid-Cap ETF$7,838,488$211,985 ▲2.8%126,3861.9%ETFGOOGAlphabet$7,600,105$514,786 ▼-6.3%42,8441.9%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$7,042,189$97,814 ▲1.4%64,4361.7%ETFBXBlackstone$6,779,747$163,193 ▼-2.4%45,3251.7%FinanceJPMJPMorgan Chase & Co.$6,561,013$1,075,286 ▼-14.1%22,6311.6%FinanceSCHXSchwab US Large-Cap ETF$6,449,919$4,864 ▲0.1%263,9081.6%ETFBNBrookfield$6,028,458$115,350 ▲2.0%97,4691.5%FinanceAVGOBroadcom$5,565,098$19,847 ▲0.4%20,1891.4%Computer and TechnologyCGXUCapital Group International Focus Equity ETF$5,286,298$221,679 ▼-4.0%194,8511.3%ETFAAPLApple$5,108,970$1,267,343 ▼-19.9%24,9011.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$5,000,042$3,611 ▼-0.1%101,0931.2%ETFXOMExxon Mobil$4,729,763$397,031 ▼-7.7%43,8751.2%EnergyKIESPDR S&P Insurance ETF$4,653,037$181,251 ▼-3.7%77,8881.1%ETFJSMLSmall Cap Growth Alpha ETF$4,559,719$191,897 ▼-4.0%67,6011.1%ETFLOWLowe's Companies$4,549,444$754,802 ▼-14.2%20,5051.1%Retail/WholesaleVCRVanguard Consumer Discretionary ETF$4,439,791$201,446 ▼-4.3%12,2541.1%ETF2023 ETF SERIES TRUST$4,195,0200.0%139,0001.0%EAGLE CAPITAL SEXLREReal Estate Select Sector SPDR Fund$4,174,308$2,088,528 ▲100.1%100,2601.0%ETFFBNDFidelity Total Bond ETF$4,119,385$1,307,263 ▲46.5%90,0411.0%ETFVVisa$3,908,909$78,114 ▼-2.0%11,0091.0%Business ServicesLLYEli Lilly and Company$3,679,382$73,276 ▼-2.0%4,7200.9%MedicalVYMVanguard High Dividend Yield ETF$3,584,915$237,688 ▼-6.2%26,8920.9%ETFAMZNAmazon.com$3,578,032$220,926 ▼-5.8%16,3090.9%Retail/WholesaleMETAMeta Platforms$3,551,804$52,406 ▲1.5%4,8120.9%Computer and TechnologyDUKDuke Energy$3,415,291$221,959 ▼-6.1%28,9430.8%UtilitiesBRK.BBerkshire Hathaway$3,239,600$318,179 ▼-8.9%6,6690.8%FinanceRTXRTX$3,163,532$245,460 ▼-7.2%21,6650.8%AerospaceBACBank of America$3,067,661$289,031 ▼-8.6%64,8280.8%FinanceNVDANVIDIA$3,002,610$264,950 ▲9.7%19,0050.7%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$2,986,811$164,311 ▲5.8%32,8290.7%ETFWABWabtec$2,935,506$114,096 ▼-3.7%14,0220.7%TransportationEMREmerson Electric$2,920,367$249,197 ▲9.3%21,9030.7%IndustrialsSCHASchwab US Small-Cap ETF$2,903,633$264,183 ▲10.0%114,7680.7%ETFSCHBSchwab US Broad Market ETF$2,781,996$330,094 ▲13.5%116,7430.7%ETFJNJJohnson & Johnson$2,711,145$323,217 ▼-10.7%17,7490.7%MedicalSAGPStrategas Global Policy Opportunities ETF$2,654,258$18,427 ▼-0.7%80,5190.7%ETFPEPPepsiCo$2,465,400$189,606 ▼-7.1%18,6720.6%Consumer StaplesLINDE PLC$2,461,787$54,894 ▼-2.2%5,2470.6%SHSCRMSalesforce$2,453,710$76,082 ▲3.2%8,9980.6%Computer and TechnologyVUGVanguard Growth ETF$2,435,336$81,105 ▼-3.2%5,5550.6%ETFWFCWells Fargo & Company$2,395,492$377,202 ▼-13.6%29,8990.6%FinanceCATCaterpillar$2,387,906$278,738 ▼-10.5%6,1510.6%IndustrialsORCLOracle$2,366,599$1,103,174 ▼-31.8%10,8250.6%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,236,224$146,113 ▲7.0%12,3050.6%ETFIJSiShares S&P Small-Cap 600 Value ETF$2,216,792$42,979 ▲2.0%22,2820.5%ETFPGProcter & Gamble$2,195,404$249,811 ▼-10.2%13,7800.5%Consumer StaplesLYVLive Nation Entertainment$2,093,413$106,652 ▼-4.8%13,8380.5%Consumer DiscretionaryNEENextEra Energy$2,082,387$385,072 ▼-15.6%29,9970.5%UtilitiesGRMNGarmin$2,074,057$39,657 ▼-1.9%9,9370.5%Computer and TechnologyENBEnbridge$1,992,947$404,617 ▼-16.9%43,9750.5%Energy2023 ETF SERIES TRUST II$1,941,553$417,904 ▲27.4%56,6710.5%GMO US QUALITY ECTVACorteva$1,932,288$98,008 ▼-4.8%25,9260.5%Consumer StaplesCVXChevron$1,869,543$420,561 ▼-18.4%13,0560.5%EnergyUNHUnitedHealth Group$1,785,092$258,623 ▲16.9%5,7220.4%MedicalLAM RESEARCH CORP$1,711,875$4,478 ▲0.3%17,5870.4%COM NEWNOWServiceNow$1,687,079$20,562 ▼-1.2%1,6410.4%Computer and TechnologyDFIVDimensional International Value ETF$1,672,201$1,672,201 ▲New Holding39,0430.4%ETFVEEVVeeva Systems$1,665,100$12,959 ▲0.8%5,7820.4%MedicalROKRockwell Automation$1,642,399$9,302 ▼-0.6%4,9440.4%Computer and TechnologyVTVanguard Total World Stock ETF$1,592,294$20,178 ▲1.3%12,3890.4%ETFAMGNAmgen$1,580,329$324,721 ▼-17.0%5,6600.4%MedicalADBEAdobe$1,560,287$57,258 ▼-3.5%4,0330.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,476,032$135,926 ▼-8.4%2,3890.4%FinanceBRK.ABerkshire Hathaway$1,457,6000.0%20.4%FinanceICEIntercontinental Exchange$1,433,403$43,114 ▼-2.9%7,8130.4%FinanceAMTAmerican Tower$1,430,754$23,209 ▼-1.6%6,4730.4%FinanceKMXCarMax$1,385,400$26,548 ▲2.0%20,6130.3%Retail/WholesaleADSKAutodesk$1,364,585$16,098 ▼-1.2%4,4080.3%Computer and TechnologyDHRDanaher$1,306,332$194,577 ▲17.5%6,6130.3%MedicalROPRoper Technologies$1,298,630$5,668 ▼-0.4%2,2910.3%Computer and TechnologyUSFDUS Foods$1,295,539$28,879 ▼-2.2%16,8230.3%Consumer StaplesXLKTechnology Select Sector SPDR Fund$1,253,489$31,654 ▲2.6%4,9500.3%ETFMSMorgan Stanley$1,252,809$28,876 ▼-2.3%8,8940.3%FinanceOTISOtis Worldwide$1,221,412$87,336 ▼-6.7%12,3350.3%IndustrialsEAElectronic Arts$1,209,887$31,940 ▼-2.6%7,5760.3%Consumer DiscretionaryFCNCAFirst Citizens BancShares$1,207,142$655,417 ▲118.8%6170.3%FinanceVOXVanguard Communication Services ETF$1,163,756$5,986 ▲0.5%6,8040.3%ETFPANWPalo Alto Networks$1,152,532$6,139 ▲0.5%5,6320.3%Computer and TechnologyCPRTCopart$1,130,671$15,948 ▲1.4%23,0420.3%Business ServicesLHXL3Harris Technologies$1,119,248$181,859 ▼-14.0%4,4620.3%AerospaceSTZConstellation Brands$1,114,172$42,459 ▼-3.7%6,8490.3%Consumer StaplesWMTWalmart$1,100,473$233,392 ▼-17.5%11,2550.3%Retail/WholesaleVHTVanguard Health Care ETF$1,097,393$62,829 ▲6.1%4,4190.3%ETFDDDuPont de Nemours$1,089,509$175,732 ▼-13.9%15,8840.3%Basic MaterialsMCOMoody's$1,087,117$20,067 ▼-1.8%2,1670.3%FinanceCOPConocoPhillips$1,084,418$13,461 ▼-1.2%12,0840.3%EnergyTMOThermo Fisher Scientific$1,080,956$276,118 ▲34.3%2,6660.3%MedicalAMATApplied Materials$1,074,438$18,307 ▲1.7%5,8690.3%Computer and TechnologyVOVanguard Mid-Cap ETF$1,071,749$4,197 ▼-0.4%3,8300.3%ETFTFCTruist Financial$1,069,055$1,114,838 ▼-51.0%24,8680.3%FinanceShowing largest 100 holdings. 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