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Triangle Securities Wealth Management

Latest statistics and disclosures from Triangle Securities Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHM, VGT, MSFT, SLYV, GOOG, and represent 16.08% of Triangle Securities Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NVDA, BN, PANW, KMX, IUSB, JAVA, LH, XLRE, IJR, CLX.
Started 7 new stock positions in XLRE, SABR, KMX, BN, LH, PANW, CLX.
Reduced shares in these 10 stocks: , KKR, GT, IVV, SCHW, MSFT, GOOG, XLK, BX, BRK.B.
Sold out of its positions in GT, IVV, IWS, Laboratory Corp. of America Holdings, SCHW.
Triangle Securities Wealth Management was a net buyer of stock by $4.1M.
Triangle Securities Wealth Management has $354M in assets under management (AUM), dropping by 0.94%.
Central Index Key (CIK): 0001541353

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Portfolio Holdings for Triangle Securities Wealth Management

Triangle Securities Wealth Management holds 195 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.6	$13M		166k	77.83	View chart
Vanguard World Inf Tech Etf (VGT)	3.6	$13M		22k	576.59	View chart
Microsoft Corporation (MSFT)	3.5	$13M	-2%	28k	446.96	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	2.8	$9.8M		125k	78.31	View chart
Alphabet Cap Stk Cl C (GOOG)	2.5	$9.0M	-2%	49k	183.42	View chart
Ishares Tr Core Total Usd (IUSB)	2.3	$8.2M	+12%	182k	45.22	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	2.2	$7.6M		265k	28.83	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	2.1	$7.5M		285k	26.17	View chart
Kkr & Co (KKR)	2.1	$7.3M	-8%	70k	105.24	View chart
Apple (AAPL)	1.9	$6.9M		33k	210.62	View chart
Blackstone Group Inc Com Cl A (BX)	1.8	$6.4M	-3%	52k	123.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.8	$6.3M	+3%	108k	58.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$6.2M	+6%	58k	106.66	View chart
Exxon Mobil Corporation (XOM)	1.6	$5.8M		51k	115.12	View chart
JPMorgan Chase & Co. (JPM)	1.6	$5.7M	-2%	28k	202.26	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$5.6M	-3%	86k	64.25	View chart
Lowe's Companies (LOW)	1.5	$5.5M	-2%	25k	220.46	View chart
Vanguard World Consum Dis Etf (VCR)	1.2	$4.3M		14k	312.34	View chart
Spdr Ser Tr S&p Ins Etf (KIE)	1.2	$4.2M		84k	49.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$4.1M	+3%	94k	43.76	View chart
Eli Lilly & Co. (LLY)	1.1	$3.8M	-2%	4.2k	905.38	View chart
Goldman Sachs (GS)	1.0	$3.5M		7.8k	452.32	View chart
Amazon (AMZN)	1.0	$3.5M		18k	193.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$3.5M	-5%	8.5k	406.80	View chart
Broadcom (AVGO)	0.9	$3.3M		2.1k	1605.53	View chart
Pepsi (PEP)	0.9	$3.3M		20k	164.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$3.3M	-3%	28k	118.60	View chart
Visa Com Cl A (V)	0.9	$3.1M	-2%	12k	262.48	View chart
Bank of America Corporation (BAC)	0.9	$3.1M	-2%	78k	39.77	View chart
Johnson & Johnson (JNJ)	0.9	$3.1M	+7%	21k	146.16	View chart
Duke Energy Corp Com New (DUK)	0.9	$3.0M	+7%	30k	100.23	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.8	$3.0M	+43%	51k	59.26	View chart
Procter & Gamble Company (PG)	0.7	$2.6M		16k	164.92	View chart
Chevron Corporation (CVX)	0.7	$2.6M		17k	156.42	View chart
Meta Platforms Cl A (META)	0.7	$2.5M	-6%	5.0k	504.22	View chart
Raytheon Technologies Corp (RTX)	0.7	$2.5M		25k	100.39	View chart
Garmin SHS (GRMN)	0.7	$2.5M		15k	162.92	View chart
Linde SHS (LIN)	0.7	$2.4M		5.6k	438.81	View chart
Nextera Energy (NEE)	0.7	$2.4M		35k	70.81	View chart
Adobe Systems Incorporated (ADBE)	0.7	$2.4M		4.3k	555.54	View chart
Truist Financial Corp equities (TFC)	0.7	$2.4M	-2%	62k	38.85	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.7	$2.4M	+2%	27k	88.11	View chart
Caterpillar (CAT)	0.7	$2.4M		7.1k	333.12	View chart
Wabtec Corporation (WAB)	0.7	$2.4M	-3%	15k	158.05	View chart
Emerson Electric (EMR)	0.7	$2.3M		21k	110.16	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$2.3M		49k	47.45	View chart
salesforce (CRM)	0.7	$2.3M		9.0k	257.10	View chart
Oracle Corporation (ORCL)	0.7	$2.3M	-4%	16k	141.20	View chart
NVIDIA Corporation (NVDA)	0.6	$2.3M	+846%	19k	123.54	View chart
Amgen (AMGN)	0.6	$2.3M		7.2k	312.45	View chart
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP)	0.6	$2.2M	+2%	83k	27.17	View chart
Wells Fargo & Company (WFC)	0.6	$2.2M	-2%	37k	59.39	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.6	$2.1M		22k	97.27	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$2.1M		34k	62.87	View chart
UnitedHealth (UNH)	0.6	$2.1M		4.2k	509.26	View chart
Lam Research Corporation (LRCX)	0.6	$2.1M	-5%	2.0k	1064.93	View chart
Merck & Co (MRK)	0.6	$2.0M		16k	123.80	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$2.0M	-4%	12k	164.28	View chart
Constellation Brands Cl A (STZ)	0.6	$2.0M		7.7k	257.27	View chart
Enbridge (ENB)	0.6	$2.0M		55k	35.59	View chart
Becton, Dickinson and (BDX)	0.6	$1.9M		8.3k	233.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.9M		5.2k	373.98	View chart
Walt Disney Company (DIS)	0.4	$1.6M	-2%	16k	99.29	View chart
Corteva (CTVA)	0.4	$1.6M		29k	53.94	View chart
Dupont De Nemours (DD)	0.4	$1.5M		19k	80.49	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.4	$1.5M	NEW	36k	41.54	View chart
Applied Materials (AMAT)	0.4	$1.5M	-5%	6.4k	235.99	View chart
ConocoPhillips (COP)	0.4	$1.5M		13k	114.38	View chart
CVS Caremark Corporation (CVS)	0.4	$1.4M	-3%	24k	59.06	View chart
Otis Worldwide Corp (OTIS)	0.4	$1.4M		15k	96.26	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.4M		2.6k	544.22	View chart
Rockwell Automation (ROK)	0.4	$1.4M	+9%	5.1k	275.29	View chart
Roper Industries (ROP)	0.4	$1.4M		2.4k	563.66	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$1.4M	+5%	12k	112.63	View chart
L3harris Technologies (LHX)	0.4	$1.4M	-12%	6.0k	224.58	View chart
Electronic Arts (EA)	0.4	$1.3M	-3%	9.5k	139.33	View chart
Live Nation Entertainment (LYV)	0.4	$1.3M	+3%	14k	93.74	View chart
Servicenow (NOW)	0.3	$1.2M	+13%	1.6k	786.67	View chart
Lauder Estee Cos Cl A (EL)	0.3	$1.2M	+9%	11k	106.40	View chart
Bristol Myers Squibb (BMY)	0.3	$1.2M	-12%	29k	41.53	View chart
Honeywell International (HON)	0.3	$1.2M	-3%	5.6k	213.54	View chart
Intercontinental Exchange (ICE)	0.3	$1.2M		8.6k	136.89	View chart
American Tower Reit (AMT)	0.3	$1.2M		5.9k	194.37	View chart
Autodesk (ADSK)	0.3	$1.1M	+7%	4.6k	247.45	View chart
Ecolab (ECL)	0.3	$1.1M		4.7k	238.00	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$1.1M	-17%	4.8k	226.23	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.1M		5.9k	182.56	View chart
McDonald's Corporation (MCD)	0.3	$1.1M	+15%	4.2k	254.84	View chart
Comcast Corp Cl A (CMCSA)	0.3	$1.1M	-2%	27k	39.16	View chart
Veeva Sys Cl A Com (VEEV)	0.3	$1.1M	+2%	5.8k	183.01	View chart
Ross Stores (ROST)	0.3	$1.1M		7.2k	145.32	View chart
MGM Resorts International. (MGM)	0.3	$1.1M		24k	44.44	View chart
General Dynamics Corporation (GD)	0.3	$1.0M		3.6k	290.14	View chart
Sherwin-Williams Company (SHW)	0.3	$1.0M		3.5k	298.39	View chart
Us Foods Hldg Corp call (USFD)	0.3	$1.0M		20k	52.98	View chart
Target Corporation (TGT)	0.3	$1.0M	-4%	6.8k	148.04	View chart
Palo Alto Networks (PANW)	0.3	$996k	NEW	2.9k	339.01	View chart
TJX Companies (TJX)	0.3	$995k	-2%	9.0k	110.10	View chart
Moody's Corporation (MCO)	0.3	$991k		2.4k	420.97	View chart
Kimberly-Clark Corporation (KMB)	0.3	$989k	+5%	7.2k	138.20	View chart
Morgan Stanley Com New (MS)	0.3	$988k		10k	97.19	View chart
CarMax (KMX)	0.3	$972k	NEW	13k	73.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$955k		3.9k	242.10	View chart
Baxter International (BAX)	0.3	$935k	+4%	28k	33.45	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$932k	-2%	14k	68.14	View chart
Schlumberger Com Stk (SLB)	0.3	$929k	+2%	20k	47.18	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.3	$928k	+10%	16k	59.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$927k	-10%	5.1k	182.15	View chart
Wal-Mart Stores (WMT)	0.3	$922k		14k	67.71	View chart
Philip Morris International (PM)	0.3	$904k		8.9k	101.33	View chart
Stanley Black & Decker (SWK)	0.3	$887k	+7%	11k	79.89	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$866k		15k	56.04	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$862k	+2%	3.3k	259.31	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$858k		1.8k	468.72	View chart
Citigroup Com New (C)	0.2	$849k		13k	63.46	View chart
Thermo Fisher Scientific (TMO)	0.2	$842k	+10%	1.5k	553.00	View chart
Us Bancorp Del Com New (USB)	0.2	$839k	-5%	21k	39.70	View chart
Nike CL B (NKE)	0.2	$834k	-7%	11k	75.37	View chart
Equifax (EFX)	0.2	$830k		3.4k	242.46	View chart
Colgate-Palmolive Company (CL)	0.2	$830k		8.6k	97.04	View chart
Labcorp Holdings Com Shs (LH)	0.2	$829k	NEW	4.1k	203.51	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$819k		6.4k	127.18	View chart
BorgWarner (BWA)	0.2	$807k	-17%	25k	32.24	View chart
Qualcomm (QCOM)	0.2	$788k	-4%	4.0k	199.17	View chart
Diamondback Energy (FANG)	0.2	$746k	-3%	3.7k	200.19	View chart
PNC Financial Services (PNC)	0.2	$703k	+12%	4.5k	155.48	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$696k	-3%	5.0k	138.20	View chart
Rio Tinto Sponsored Adr (RIO)	0.2	$685k	-2%	10k	65.93	View chart
Marriott Intl Cl A (MAR)	0.2	$677k	-5%	2.8k	241.77	View chart
Mastercard Incorporated Cl A (MA)	0.2	$660k	-3%	1.5k	441.16	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$649k	-6%	7.5k	86.90	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$633k		3.9k	160.42	View chart
American Express Company (AXP)	0.2	$628k		2.7k	231.55	View chart
Lockheed Martin Corporation (LMT)	0.2	$624k		1.3k	467.10	View chart
Booking Holdings (BKNG)	0.2	$618k	-3%	156.00	3961.50	View chart
Danaher Corporation (DHR)	0.2	$600k		2.4k	249.85	View chart
Wec Energy Group (WEC)	0.2	$596k	+30%	7.6k	78.46	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$576k	NEW	15k	38.41	View chart
Deere & Company (DE)	0.2	$559k		1.5k	373.63	View chart
Cummins (CMI)	0.2	$559k		2.0k	276.93	View chart
Biogen Idec (BIIB)	0.2	$556k		2.4k	231.82	View chart
Union Pacific Corporation (UNP)	0.2	$555k	-2%	2.5k	226.28	View chart
Costco Wholesale Corporation (COST)	0.2	$534k		628.00	849.99	View chart
Northern Trust Corporation (NTRS)	0.1	$513k		6.1k	83.98	View chart
Vanguard World Health Car Etf (VHT)	0.1	$507k	+6%	1.9k	266.01	View chart
Carrier Global Corporation (CARR)	0.1	$492k		7.8k	63.08	View chart
Tyler Technologies (TYL)	0.1	$488k	-3%	971.00	502.78	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$485k	+6%	7.4k	65.44	View chart
Cigna Corp (CI)	0.1	$485k		1.5k	330.57	View chart
Dominion Resources (D)	0.1	$478k	-4%	9.8k	49.00	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$463k		3.8k	120.98	View chart
Intuitive Surgical Com New (ISRG)	0.1	$458k		1.0k	444.85	View chart
3M Company (MMM)	0.1	$455k		4.5k	102.20	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$441k	+21%	17k	25.72	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$432k		3.1k	137.26	View chart
Ge Aerospace Com New (GE)	0.1	$431k	-2%	2.7k	158.97	View chart
Boeing Company (BA)	0.1	$418k		2.3k	182.01	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$417k		1.6k	267.54	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$415k	-6%	3.0k	136.88	View chart
Starbucks Corporation (SBUX)	0.1	$411k		5.3k	77.85	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$404k		3.6k	113.47	View chart
Texas Instruments Incorporated (TXN)	0.1	$402k		2.1k	194.53	View chart
Pfizer (PFE)	0.1	$399k	+12%	14k	27.98	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.1	$399k		237.00	1683.61	View chart
Medtronic SHS (MDT)	0.1	$390k	-12%	5.0k	78.71	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$383k	-5%	4.9k	78.05	View chart
Verizon Communications (VZ)	0.1	$383k	-2%	9.3k	41.24	View chart
Yum! Brands (YUM)	0.1	$371k		2.8k	132.46	View chart
Dover Corporation (DOV)	0.1	$370k		2.1k	180.45	View chart
Carlyle Group (CG)	0.1	$362k		9.0k	40.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$358k		2.1k	174.47	View chart
Tyson Foods Cl A (TSN)	0.1	$354k		6.2k	57.14	View chart
Home Depot (HD)	0.1	$352k		1.0k	344.24	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$326k		7.7k	42.59	View chart
Intel Corporation (INTC)	0.1	$310k		10k	30.97	View chart
International Business Machines (IBM)	0.1	$306k		1.8k	172.99	View chart
Canadian Pacific Kansas City (CP)	0.1	$300k		3.8k	78.73	View chart
PerkinElmer (RVTY)	0.1	$299k		2.9k	104.86	View chart
Rbc Cad (RY)	0.1	$298k	-27%	2.8k	106.38	View chart
Trane Technologies SHS (TT)	0.1	$294k	-6%	895.00	328.93	View chart
Advanced Micro Devices (AMD)	0.1	$286k		1.8k	162.21	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$286k	+2%	2.8k	102.77	View chart
Coca-Cola Company (KO)	0.1	$278k	-2%	4.4k	63.65	View chart
Altria (MO)	0.1	$274k	-3%	6.0k	45.55	View chart
Clorox Company (CLX)	0.1	$274k	NEW	2.0k	136.47	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$252k		1.0k	249.62	View chart
FedEx Corporation (FDX)	0.1	$248k		826.00	299.84	View chart
Norfolk Southern (NSC)	0.1	$243k		1.1k	214.69	View chart
Dow (DOW)	0.1	$241k		4.6k	53.05	View chart
Ball Corporation (BALL)	0.1	$241k		4.0k	60.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$235k		6.4k	36.66	View chart
SYSCO Corporation (SYY)	0.1	$219k		3.1k	71.39	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$215k		15k	14.73	View chart
Chubb (CB)	0.1	$206k	+3%	807.00	255.08	View chart
Sabre (SABR)	0.0	$29k	NEW	11k	2.67	View chart

Past Filings by Triangle Securities Wealth Management

SEC 13F filings are viewable for Triangle Securities Wealth Management going back to 2011

Triangle Securities Wealth Management 2024 Q2 filed July 10, 2024
Triangle Securities Wealth Management 2024 Q1 filed April 10, 2024
Triangle Securities Wealth Management 2023 Q4 filed Jan. 10, 2024
Triangle Securities Wealth Management 2023 Q3 filed Oct. 10, 2023
Triangle Securities Wealth Management 2023 Q2 filed July 13, 2023
Triangle Securities Wealth Management 2023 Q1 filed April 20, 2023
Triangle Securities Wealth Management 2022 Q4 filed Jan. 11, 2023
Triangle Securities Wealth Management 2022 Q3 filed Oct. 19, 2022
Triangle Securities Wealth Management 2022 Q2 filed July 11, 2022
Triangle Securities Wealth Management 2022 Q1 filed April 13, 2022
Triangle Securities Wealth Management 2021 Q4 filed Jan. 14, 2022
Triangle Securities Wealth Management 2021 Q3 filed Oct. 14, 2021
Triangle Securities Wealth Management 2021 Q2 filed July 12, 2021
Triangle Securities Wealth Management 2021 Q1 filed April 12, 2021
Triangle Securities Wealth Management 2020 Q4 filed Jan. 11, 2021
Triangle Securities Wealth Management 2020 Q3 filed Oct. 9, 2020

View all past filings

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