Triangle Securities Wealth Management Top Holdings and 13F Report (2025) About Triangle Securities Wealth ManagementInvestment ActivityTriangle Securities Wealth Management has $388.76 million in total holdings as of March 31, 2025.Triangle Securities Wealth Management owns shares of 201 different stocks, but just 81 companies or ETFs make up 80% of its holdings.Approximately 4.97% of the portfolio was purchased this quarter.About 1.63% of the portfolio was sold this quarter.This quarter, Triangle Securities Wealth Management has purchased 198 new stocks and bought additional shares in 77 stocks.Triangle Securities Wealth Management sold shares of 97 stocks and completely divested from 5 stocks this quarter.Largest Holdings JPMorgan Active Value ETF $15,119,065Schwab U.S. Mid-Cap ETF $13,406,551Vanguard Information Technology ETF $11,371,061Microsoft $9,941,744SPDR S&P 600 Small Cap Value ETF $9,810,740 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $1,596,883 Holding464287655 - iShares Russell 2000 ETF $530,690 Holding87283Q206 - T. Rowe Price Equity Income ETF $287,527 Holding464287200 - iShares Core S&P 500 ETF $276,455 Holding025072133 - AMERICAN CENTY ETF TR $242,702 Holding Largest Purchases this Quarter Capital Group International Focus Equity ETF 170,580 shares (about $4.18M)Janus Henderson Small Cap Growth Alpha ETF 50,937 shares (about $3.10M)Berkshire Hathaway 2 shares (about $1.60M)Eli Lilly and Company 1,120 shares (about $925.02K)Fidelity Total Bond ETF 19,390 shares (about $885.15K) Largest Sales this Quarter Vanguard Information Technology ETF 637 shares (about $345.50K)Comcast 8,277 shares (about $305.42K)Alphabet 1,678 shares (about $262.15K)Tortoise North American Pipeline Fund 6,741 shares (about $245.17K)Truist Financial 5,731 shares (about $235.83K) 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$15,119,065$204,662 ▲1.4%237,9463.9%ETFSCHMSchwab U.S. Mid-Cap ETF$13,406,551$154,790 ▲1.2%511,7003.4%ETFVGTVanguard Information Technology ETF$11,371,061$345,498 ▼-2.9%20,9652.9%ETFMSFTMicrosoft$9,941,744$32,659 ▼-0.3%26,4842.6%Computer and TechnologySLYVSPDR S&P 600 Small Cap Value ETF$9,810,740$64,523 ▲0.7%125,1372.5%ETFTPYPTortoise North American Pipeline Fund$8,709,136$245,171 ▼-2.7%239,4592.2%ETFIUSBiShares Core Total USD Bond Market ETF$8,666,833$78,290 ▼-0.9%188,0822.2%ManufacturingSAMTStrategas Macro Thematic Opportunities ETF$8,009,901$163,724 ▼-2.0%274,3612.1%ETFKKRKKR & Co. Inc.$7,437,547$403,595 ▲5.7%64,3331.9%FinanceIJHiShares Core S&P Mid-Cap ETF$7,175,189$460,090 ▲6.9%122,9681.8%ETFGOOGAlphabet$7,146,898$262,154 ▼-3.5%45,7461.8%Computer and TechnologyAAPLApple$6,903,387$45,315 ▲0.7%31,0781.8%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$6,644,430$406,042 ▲6.5%63,5411.7%ETFBXBlackstone$6,488,034$168,016 ▼-2.5%46,4161.7%FinanceJPMJPMorgan Chase & Co.$6,461,292$156,504 ▼-2.4%26,3401.7%FinanceSCHXSchwab US Large-Cap ETF$5,822,693$159,440 ▲2.8%263,7091.5%ETFXOMExxon Mobil$5,656,061$6,422 ▲0.1%47,5581.5%EnergyLOWLowe's Companies$5,575,830$31,253 ▼-0.6%23,9071.4%Retail/WholesaleBNBrookfield$5,010,606$286,525 ▲6.1%95,6041.3%FinanceCGXUCapital Group International Focus Equity ETF$4,969,980$4,175,800 ▲525.8%203,0221.3%ETFKIESPDR S&P Insurance ETF$4,898,209$90,250 ▼-1.8%80,9221.3%ETFVWOVanguard FTSE Emerging Markets ETF$4,578,787$94,186 ▲2.1%101,1661.2%ETFJSMLJanus Henderson Small Cap Growth Alpha ETF$4,287,335$3,100,020 ▲261.1%70,4461.1%ETFVCRVanguard Consumer Discretionary ETF$4,169,628$137,686 ▼-3.2%12,8101.1%ETFLLYEli Lilly and Company$3,975,931$925,019 ▲30.3%4,8141.0%MedicalVVisa$3,935,464$108,296 ▼-2.7%11,2291.0%Business ServicesBRK.BBerkshire Hathaway$3,900,616$75,094 ▼-1.9%7,3241.0%Finance2023 ETF SERIES TRUST$3,893,390$40,334 ▼-1.0%139,0001.0%EAGLE CAPITAL SEGSThe Goldman Sachs Group$3,866,094$202,127 ▼-5.0%7,0771.0%FinanceDUKDuke Energy$3,759,573$28,663 ▲0.8%30,8241.0%UtilitiesVYMVanguard High Dividend Yield ETF$3,697,879$58,418 ▲1.6%28,6751.0%ETFAVGOBroadcom$3,368,189$93,091 ▼-2.7%20,1170.9%Computer and TechnologyAMZNAmazon.com$3,294,542$17,694 ▲0.5%17,3160.8%Retail/WholesaleJNJJohnson & Johnson$3,294,491$21,726 ▼-0.7%19,8650.8%MedicalRTXRTX$3,092,465$43,580 ▼-1.4%23,3460.8%AerospacePEPPepsiCo$3,014,936$46,031 ▲1.6%20,1080.8%Consumer StaplesBACBank of America$2,960,159$67,060 ▼-2.2%70,9360.8%FinanceFBNDFidelity Total Bond ETF$2,805,954$885,149 ▲46.1%61,4670.7%ETFMETAMeta Platforms$2,732,596$39,194 ▲1.5%4,7410.7%Computer and TechnologyCVXChevron$2,675,394$39,145 ▼-1.4%15,9930.7%EnergyWABWestinghouse Air Brake Technologies$2,641,725$57,851 ▼-2.1%14,5670.7%TransportationPGProcter & Gamble$2,615,652$8,692 ▼-0.3%15,3480.7%Consumer StaplesIJKiShares S&P Mid-Cap 400 Growth ETF$2,583,563$171,388 ▲7.1%31,0230.7%ETFUNHUnitedHealth Group$2,562,709$3,143 ▲0.1%4,8930.7%MedicalNEENextEra Energy$2,519,723$130,722 ▲5.5%35,5440.6%UtilitiesLINDE PLC$2,497,693$14,435 ▼-0.6%5,3640.6%SHSWFCWells Fargo & Company$2,484,470$32,593 ▼-1.3%34,6070.6%FinanceSAGPStrategas Global Policy Opportunities ETF$2,445,698$43,920 ▲1.8%81,0780.6%ETFSCHASchwab US Small-Cap ETF$2,444,359$60,098 ▲2.5%104,3260.6%ETFENBEnbridge$2,344,132$19,142 ▼-0.8%52,9030.6%EnergyCRMSalesforce$2,339,859$14,223 ▼-0.6%8,7190.6%Computer and TechnologyCATCaterpillar$2,265,396$66,290 ▲3.0%6,8690.6%IndustrialsORCLOracle$2,218,868$32,855 ▲1.5%15,8710.6%Computer and TechnologySCHBSchwab US Broad Market ETF$2,215,237$102,224 ▲4.8%102,8910.6%ETFGRMNGarmin$2,198,787$132,878 ▼-5.7%10,1270.6%Computer and TechnologyEMREmerson Electric$2,196,561$57,452 ▼-2.5%20,0340.6%IndustrialsIJSiShares S&P Small-Cap 600 Value ETF$2,129,909$24,565 ▲1.2%21,8500.5%ETFVUGVanguard Growth ETF$2,128,488$141,652 ▲7.1%5,7400.5%ETFAMGNAmgen$2,125,706$19,628 ▼-0.9%6,8230.5%MedicalXLREReal Estate Select Sector SPDR Fund$2,096,577$131,326 ▲6.7%50,0970.5%ETFTFCTruist Financial$2,090,444$235,829 ▼-10.1%50,8010.5%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,992,298$26,677 ▼-1.3%11,5010.5%ETFLYVLive Nation Entertainment$1,899,025$1,959 ▲0.1%14,5430.5%Consumer DiscretionaryNVDANVIDIA$1,878,013$106,755 ▲6.0%17,3280.5%Computer and TechnologyBDXBecton, Dickinson and Company$1,831,335$13,744 ▲0.8%7,9950.5%MedicalCTVACorteva$1,714,247$11,516 ▼-0.7%27,2410.4%Consumer StaplesADBEAdobe$1,603,539$4,602 ▼-0.3%4,1810.4%Computer and TechnologyBRK.ABerkshire Hathaway$1,596,883$1,596,883 ▲New Holding20.4%FinanceKMXCarMax$1,575,387$466,195 ▲42.0%20,2180.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,459,438$77,195 ▼-5.0%2,6090.4%FinanceAMTAmerican Tower$1,431,360$108,364 ▲8.2%6,5780.4%FinanceVTVanguard Total World Stock ETF$1,418,299$33,278 ▲2.4%12,2320.4%ETF2023 ETF SERIES TRUST II$1,390,215$239,950 ▲20.9%44,4730.4%GMO US QUALITY EICEIntercontinental Exchange$1,388,212$22,251 ▼-1.6%8,0480.4%FinanceDDDuPont de Nemours$1,377,547$11,351 ▲0.8%18,4460.4%Basic MaterialsOTISOtis Worldwide$1,363,994$56,657 ▼-4.0%13,2170.4%ConstructionROPRoper Technologies$1,356,624$16,508 ▼-1.2%2,3010.3%Computer and TechnologyVEEVVeeva Systems$1,328,861$12,740 ▼-0.9%5,7370.3%MedicalNOWServiceNow$1,322,389$124,994 ▲10.4%1,6610.3%Computer and TechnologySTZConstellation Brands$1,304,874$112,318 ▼-7.9%7,1100.3%Consumer StaplesMRKMerck & Co., Inc.$1,286,985$68,128 ▲5.6%14,3380.3%MedicalCPRTCopart$1,285,555$211,194 ▲19.7%22,7170.3%Business ServicesCOPConocoPhillips$1,284,815$28,881 ▼-2.2%12,2340.3%EnergyROKRockwell Automation$1,284,692$2,584 ▼-0.2%4,9720.3%Computer and TechnologyLAM RESEARCH CORP$1,275,248$69,429 ▼-5.2%17,5410.3%COM NEWWMTWalmart$1,197,594$1,141 ▼-0.1%13,6420.3%Retail/WholesalePMPhilip Morris International$1,170,158$3,968 ▼-0.3%7,3720.3%Consumer StaplesADSKAutodesk$1,167,628$2,618 ▼-0.2%4,4600.3%Computer and TechnologyDISWalt Disney$1,167,172$72,251 ▲6.6%11,8250.3%Consumer DiscretionaryDHRDanaher$1,153,740$385,810 ▲50.2%5,6280.3%MedicalMCDMcDonald's$1,132,966$48,730 ▼-4.1%3,6270.3%Retail/WholesaleUSFDUS Foods$1,125,781$74,821 ▼-6.2%17,1980.3%Consumer StaplesEAElectronic Arts$1,123,788$108,679 ▼-8.8%7,7760.3%Consumer DiscretionaryAJGArthur J. Gallagher & Co.$1,120,649$5,869 ▼-0.5%3,2460.3%FinanceECLEcolab$1,120,305$8,873 ▲0.8%4,4190.3%Basic MaterialsVHTVanguard Health Care ETF$1,102,996$15,356 ▲1.4%4,1660.3%ETFLHXL3Harris Technologies$1,085,691$95,655 ▼-8.1%5,1870.3%AerospaceMSMorgan Stanley$1,061,580$40,018 ▼-3.6%9,0990.3%FinanceBMYBristol-Myers Squibb$1,047,808$25,189 ▲2.5%17,1800.3%MedicalMCOMoody's$1,027,926$11,644 ▼-1.1%2,2070.3%FinanceShowing 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. 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