Triangle Securities Wealth Management

Triangle Securities Wealth Management as of March 31, 2025

Portfolio Holdings for Triangle Securities Wealth Management

Triangle Securities Wealth Management holds 201 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Active Value Etf (JAVA) 3.9 $15M 238k 63.54
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.4 $13M 512k 26.20
Vanguard World Inf Tech Etf (VGT) 2.9 $11M 21k 542.38
Microsoft Corporation (MSFT) 2.6 $9.9M 27k 375.39
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.5 $9.8M 125k 78.40
Managed Portfolio Series Tortoise Nram Pi 2.2 $8.7M 240k 36.37
Ishares Tr Core Total Usd (IUSB) 2.2 $8.7M 188k 46.08
Advisors Inner Circle Fd Iii Strategas Macro (SAMT) 2.1 $8.0M 274k 29.19
Kkr & Co (KKR) 1.9 $7.4M 64k 115.61
Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $7.2M 123k 58.35
Alphabet Cap Stk Cl C (GOOG) 1.8 $7.1M 46k 156.23
Apple (AAPL) 1.8 $6.9M 31k 222.13
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $6.6M 64k 104.57
Blackstone Group Inc Com Cl A (BX) 1.7 $6.5M 46k 139.78
JPMorgan Chase & Co. (JPM) 1.7 $6.5M 26k 245.30
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.5 $5.8M 264k 22.08
Exxon Mobil Corporation (XOM) 1.5 $5.7M 48k 118.93
Lowe's Companies (LOW) 1.4 $5.6M 24k 233.23
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.3 $5.0M 96k 52.41
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 1.3 $5.0M 203k 24.48
Spdr Ser Tr S&p Ins Etf (KIE) 1.3 $4.9M 81k 60.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $4.6M 101k 45.26
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 1.1 $4.3M 70k 60.86
Vanguard World Consum Dis Etf (VCR) 1.1 $4.2M 13k 325.50
Eli Lilly & Co. (LLY) 1.0 $4.0M 4.8k 825.91
Visa Com Cl A (V) 1.0 $3.9M 11k 350.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $3.9M 7.3k 532.58
2023 Etf Series Trust Eagle Capital Se (EAGL) 1.0 $3.9M 139k 28.01
Goldman Sachs (GS) 1.0 $3.9M 7.1k 546.29
Duke Energy Corp Com New (DUK) 1.0 $3.8M 31k 121.97
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $3.7M 29k 128.96
Broadcom (AVGO) 0.9 $3.4M 20k 167.43
Amazon (AMZN) 0.8 $3.3M 17k 190.26
Johnson & Johnson (JNJ) 0.8 $3.3M 20k 165.84
Raytheon Technologies Corp (RTX) 0.8 $3.1M 23k 132.46
Pepsi (PEP) 0.8 $3.0M 20k 149.94
Bank of America Corporation (BAC) 0.8 $3.0M 71k 41.73
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $2.8M 62k 45.65
Meta Platforms Cl A (META) 0.7 $2.7M 4.7k 576.38
Chevron Corporation (CVX) 0.7 $2.7M 16k 167.29
Wabtec Corporation (WAB) 0.7 $2.6M 15k 181.35
Procter & Gamble Company (PG) 0.7 $2.6M 15k 170.42
Ishares Tr S&p Mc 400gr Etf (IJK) 0.7 $2.6M 31k 83.28
UnitedHealth (UNH) 0.7 $2.6M 4.9k 523.75
Nextera Energy (NEE) 0.6 $2.5M 36k 70.89
Linde SHS (LIN) 0.6 $2.5M 5.4k 465.64
Wells Fargo & Company (WFC) 0.6 $2.5M 35k 71.79
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP) 0.6 $2.4M 81k 30.16
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $2.4M 104k 23.43
Enbridge (ENB) 0.6 $2.3M 53k 44.31
salesforce (CRM) 0.6 $2.3M 8.7k 268.36
Caterpillar (CAT) 0.6 $2.3M 6.9k 329.80
Oracle Corporation (ORCL) 0.6 $2.2M 16k 139.81
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $2.2M 103k 21.53
Garmin SHS (GRMN) 0.6 $2.2M 10k 217.12
Emerson Electric (EMR) 0.6 $2.2M 20k 109.64
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $2.1M 22k 97.48
Vanguard Index Fds Growth Etf (VUG) 0.5 $2.1M 5.7k 370.82
Amgen (AMGN) 0.5 $2.1M 6.8k 311.55
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.5 $2.1M 50k 41.85
Truist Financial Corp equities (TFC) 0.5 $2.1M 51k 41.15
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $2.0M 12k 173.23
Live Nation Entertainment (LYV) 0.5 $1.9M 15k 130.58
NVIDIA Corporation (NVDA) 0.5 $1.9M 17k 108.38
Becton, Dickinson and (BDX) 0.5 $1.8M 8.0k 229.06
Corteva (CTVA) 0.4 $1.7M 27k 62.93
Adobe Systems Incorporated (ADBE) 0.4 $1.6M 4.2k 383.53
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.6M 2.00 798441.50
CarMax (KMX) 0.4 $1.6M 20k 77.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.5M 2.6k 559.39
American Tower Reit (AMT) 0.4 $1.4M 6.6k 217.60
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $1.4M 12k 115.95
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 0.4 $1.4M 45k 31.26
Intercontinental Exchange (ICE) 0.4 $1.4M 8.0k 172.49
Dupont De Nemours (DD) 0.4 $1.4M 18k 74.68
Otis Worldwide Corp (OTIS) 0.4 $1.4M 13k 103.20
Roper Industries (ROP) 0.3 $1.4M 2.3k 589.58
Veeva Sys Cl A Com (VEEV) 0.3 $1.3M 5.7k 231.63
Servicenow (NOW) 0.3 $1.3M 1.7k 796.14
Constellation Brands Cl A (STZ) 0.3 $1.3M 7.1k 183.53
Merck & Co (MRK) 0.3 $1.3M 14k 89.76
Copart (CPRT) 0.3 $1.3M 23k 56.59
ConocoPhillips (COP) 0.3 $1.3M 12k 105.02
Rockwell Automation (ROK) 0.3 $1.3M 5.0k 258.39
Lam Research Corp Com New (LRCX) 0.3 $1.3M 18k 72.70
Wal-Mart Stores (WMT) 0.3 $1.2M 14k 87.79
Philip Morris International (PM) 0.3 $1.2M 7.4k 158.73
Autodesk (ADSK) 0.3 $1.2M 4.5k 261.80
Walt Disney Company (DIS) 0.3 $1.2M 12k 98.70
Danaher Corporation (DHR) 0.3 $1.2M 5.6k 205.00
McDonald's Corporation (MCD) 0.3 $1.1M 3.6k 312.37
Us Foods Hldg Corp call (USFD) 0.3 $1.1M 17k 65.46
Electronic Arts (EA) 0.3 $1.1M 7.8k 144.52
Arthur J. Gallagher & Co. (AJG) 0.3 $1.1M 3.2k 345.24
Ecolab (ECL) 0.3 $1.1M 4.4k 253.52
Vanguard World Health Car Etf (VHT) 0.3 $1.1M 4.2k 264.76
L3harris Technologies (LHX) 0.3 $1.1M 5.2k 209.31
Morgan Stanley Com New (MS) 0.3 $1.1M 9.1k 116.67
Bristol Myers Squibb (BMY) 0.3 $1.0M 17k 60.99
Moody's Corporation (MCO) 0.3 $1.0M 2.2k 465.76
Vanguard World Comm Srvc Etf (VOX) 0.3 $1.0M 6.8k 148.39
Select Sector Spdr Tr Technology (XLK) 0.3 $996k 4.8k 206.48
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $994k 3.8k 258.62
TJX Companies (TJX) 0.3 $991k 8.1k 121.80
Thermo Fisher Scientific (TMO) 0.3 $988k 2.0k 497.60
Kimberly-Clark Corporation (KMB) 0.3 $987k 6.9k 142.22
Honeywell International (HON) 0.3 $981k 4.6k 211.75
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $961k 12k 78.85
Palo Alto Networks (PANW) 0.2 $956k 5.6k 170.64
General Dynamics Corporation (GD) 0.2 $946k 3.5k 272.58
Labcorp Holdings Com Shs (LH) 0.2 $941k 4.0k 232.74
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $898k 15k 60.19
Ross Stores (ROST) 0.2 $886k 6.9k 127.79
Citigroup Com New (C) 0.2 $870k 12k 70.99
Wec Energy Group (WEC) 0.2 $853k 7.8k 108.98
Applied Materials (AMAT) 0.2 $837k 5.8k 145.12
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $833k 1.7k 484.82
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $819k 6.0k 135.67
Schlumberger Com Stk (SLB) 0.2 $802k 19k 41.80
Colgate-Palmolive Company (CL) 0.2 $785k 8.4k 93.70
Equifax (EFX) 0.2 $782k 3.2k 243.56
Us Bancorp Del Com New (USB) 0.2 $777k 18k 42.22
Mastercard Incorporated Cl A (MA) 0.2 $744k 1.4k 548.12
Alphabet Cap Stk Cl A (GOOGL) 0.2 $744k 4.8k 154.64
PNC Financial Services (PNC) 0.2 $737k 4.2k 175.77
American Express Company (AXP) 0.2 $736k 2.7k 269.05
MGM Resorts International. (MGM) 0.2 $721k 24k 29.64
Deere & Company (DE) 0.2 $692k 1.5k 469.35
Sherwin-Williams Company (SHW) 0.2 $690k 2.0k 349.12
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $673k 19k 36.14
Vanguard Index Fds Value Etf (VTV) 0.2 $673k 3.9k 172.73
CVS Caremark Corporation (CVS) 0.2 $668k 9.9k 67.75
3M Company (MMM) 0.2 $654k 4.5k 146.87
Clorox Company (CLX) 0.2 $651k 4.4k 147.25
Stanley Black & Decker (SWK) 0.2 $630k 8.2k 76.88
Target Corporation (TGT) 0.2 $625k 6.0k 104.36
Cummins (CMI) 0.2 $606k 1.9k 313.44
Costco Wholesale Corporation (COST) 0.2 $601k 635.00 945.78
Ishares Tr Expanded Tech (IGV) 0.2 $595k 6.7k 88.99
Dominion Resources (D) 0.2 $593k 11k 56.07
Union Pacific Corporation (UNP) 0.2 $589k 2.5k 236.26
Qualcomm (QCOM) 0.2 $587k 3.8k 153.63
Comcast Corp Cl A (CMCSA) 0.1 $575k 16k 36.90
Booking Holdings (BKNG) 0.1 $571k 124.00 4606.91
Ge Aerospace Com New (GE) 0.1 $541k 2.7k 200.15
Northern Trust Corporation (NTRS) 0.1 $541k 5.5k 98.65
Diamondback Energy (FANG) 0.1 $540k 3.4k 159.88
Marriott Intl Cl A (MAR) 0.1 $538k 2.3k 238.20
Ishares Tr Russell 2000 Etf (IWM) 0.1 $531k 2.7k 199.51
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.1 $523k 282.00 1854.12
Ishares Tr Select Divid Etf (DVY) 0.1 $514k 3.8k 134.29
Carrier Global Corporation (CARR) 0.1 $500k 7.9k 63.40
Asml Holding N V N Y Registry Shs (ASML) 0.1 $494k 746.00 662.63
Intuitive Surgical Com New (ISRG) 0.1 $485k 980.00 495.27
Quest Diagnostics Incorporated (DGX) 0.1 $466k 2.8k 169.20
Cigna Corp (CI) 0.1 $452k 1.4k 329.00
Hershey Company (HSY) 0.1 $447k 2.6k 171.03
Tyler Technologies (TYL) 0.1 $446k 767.00 581.39
Rio Tinto Sponsored Adr (RIO) 0.1 $441k 7.3k 60.08
International Business Machines (IBM) 0.1 $438k 1.8k 248.64
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $434k 16k 27.96
Rbc Cad (RY) 0.1 $426k 3.8k 112.72
Mondelez Intl Cl A (MDLZ) 0.1 $413k 6.1k 67.85
Ishares Tr Ishares Biotech (IBB) 0.1 $396k 3.1k 127.90
Tyson Foods Cl A (TSN) 0.1 $396k 6.2k 63.81
Yum! Brands (YUM) 0.1 $396k 2.5k 157.36
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $394k 1.4k 274.77
Verizon Communications (VZ) 0.1 $392k 8.6k 45.36
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $383k 1.0k 366.54
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $382k 2.0k 188.16
Boeing Company (BA) 0.1 $373k 2.2k 170.55
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $369k 4.6k 79.86
Texas Instruments Incorporated (TXN) 0.1 $359k 2.0k 179.70
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $346k 2.9k 119.71
Dover Corporation (DOV) 0.1 $343k 2.0k 175.68
Home Depot (HD) 0.1 $342k 933.00 366.49
Carlyle Group (CG) 0.1 $332k 7.6k 43.59
Biogen Idec (BIIB) 0.1 $326k 2.4k 136.84
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $323k 7.4k 43.70
Coca-Cola Company (KO) 0.1 $322k 4.5k 71.62
Advanced Micro Devices (AMD) 0.1 $310k 3.0k 102.74
Trane Technologies SHS (TT) 0.1 $302k 895.00 336.92
T Rowe Price Etf Price Eqt Income (TEQI) 0.1 $288k 6.9k 41.87
Ishares Tr Core S&p500 Etf (IVV) 0.1 $277k 492.00 561.90
PerkinElmer (RVTY) 0.1 $274k 2.6k 105.81
Canadian Pacific Kansas City (CP) 0.1 $267k 3.8k 70.21
Chubb (CB) 0.1 $263k 872.00 301.99
American Centy Etf Tr Avantis Us Mid C (AVMV) 0.1 $243k 4.0k 61.44
Norfolk Southern (NSC) 0.1 $238k 1.0k 236.85
Smucker J M Com New (SJM) 0.1 $237k 2.0k 118.41
Altria (MO) 0.1 $235k 3.9k 60.02
Pfizer (PFE) 0.1 $233k 9.2k 25.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $227k 441.00 514.04
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $226k 1.2k 194.05
Ge Vernova (GEV) 0.1 $224k 732.00 305.28
SYSCO Corporation (SYY) 0.1 $217k 2.9k 75.04
Medtronic SHS (MDT) 0.1 $217k 2.4k 89.86
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $215k 1.7k 125.95
Mccormick & Co Com Non Vtg (MKC) 0.1 $207k 2.5k 82.31
Ball Corporation (BALL) 0.1 $202k 3.9k 52.07
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.0 $153k 11k 14.28