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Triangle Securities Wealth Management13F | |
| Triangle Securities Wealth Management | |
| Last update 2025-04-10 | 201 Stocks (8 new) |
| Value $389.00 Mil | Turnover 5 % |
Triangle Securities Wealth Man... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAVA | JPMorgan Active Value ETF | 237,946 | 15,119.1 | +1.37% | 3.890 | +0.05% | 0.470 | +3.48% | +4.14% | 3,672.9 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 511,700 | 13,406.5 | +1.17% | 3.450 | +0.04% | 0.130 | +7.45% | +1.89% | 11,552.4 | ||
VGT | Vanguard Information Technology ETF | 20,965 | 11,371.1 | -2.95% | 2.920 | -0.10% | 0.010 | +22.42% | +6.92% | 81,570.7 | ||
MSFT | Microsoft Corp | 26,484 | 9,941.7 | -0.33% | 2.560 | -0.01% | 0.000 | +32.75% | +18.46% | 3,697,021.6 | Software | |
SLYV | SPDR S&P 600 Small Cap Value ETF | 125,137 | 9,810.7 | +0.66% | 2.520 | +0.02% | 0.260 | +2.31% | -7.65% | 3,673.1 | ||
TPYP |
Tortoise North American Pipeline Fund ETF
Tortoise North American Pipeline Fund ETF
| 239,459 | 8,709.1 | -2.74% | 2.240 | -0.06% | 1.160 | -0.79% | +6.88% | 720.0 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 188,082 | 8,666.8 | -0.90% | 2.230 | -0.02% | 0.030 | +1.40% | +4.07% | 32,942.1 | ||
SAMT |
Strategas Macro Thematic Opportunities ETF
Strategas Macro Thematic Opportunities ETF
| 274,361 | 8,009.9 | -2.00% | 2.060 | -0.04% | 8.020 | +17.95% | +18.15% | 152.5 | ||
KKR | KKR & Co Inc | 64,333 | 7,437.6 | +5.74% | 1.910 | +0.10% | 0.010 | +15.25% | -9.81% | 118,482.1 | Asset Management | |
IJH | iShares Core S&P Mid-Cap ETF | 122,968 | 7,175.2 | +6.85% | 1.850 | +0.12% | 0.010 | +6.63% | +0.12% | 95,088.2 |
Triangle Securities Wealth Management's Historical Top Holdings Breakdowns
Triangle Securities Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CGXU |
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
| 2025-03-31 | Add Add | +1.08% | 24.48 ($25.57) 26.59 | $27.13 | 6.10% | Add 525.8% | 203,022 | 170,580 | |
JSML |
Janus Henderson Small Cap Growth Alpha ETF
Janus Henderson Small Cap Growth Alpha ETF
| 2025-03-31 | Add Add | +0.80% | 58.87 ($65) 69.7 | $67.17 | 3.34% | Add 261.09% | 70,446 | 50,937 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.41% | 663000 ($729331) 801950 | $728,800.00 | -0.07% | New holding | 2 | 2 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.24% | 725.72 ($832.09) 929.72 | $779.53 | -6.32% | Add 30.32% | 4,814 | 1,120 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.23% | 44.41 ($45.29) 45.98 | $45.75 | 1.02% | Add 46.08% | 61,467 | 19,390 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | New Buy New Buy | +0.14% | 198.1 ($216.92) 229.79 | $215.79 | -0.52% | New holding | 2,660 | 2,660 | |
KMX | CarMax Inc | 2025-03-31 | Add Add | +0.12% | 69.25 ($80.17) 89.19 | $67.21 | -16.17% | Add 42.03% | 20,218 | 5,983 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +0.12% | 57.21 ($62.1) 65.8 | $62.02 | -0.13% | Add 6.85% | 122,968 | 7,885 | |
KKR | KKR & Co Inc | 2025-03-31 | Add Add | +0.10% | 108.17 ($137.58) 167.07 | $133.03 | -3.31% | Add 5.74% | 64,333 | 3,491 | |
VGT | Vanguard Information Technology ETF | 2025-03-31 | Reduce Reduce | -0.10% | 542.38 ($602.71) 646.34 | $663.28 | 10.05% | Reduce -2.95% | 20,965 | -637 |
Triangle Securities Wealth Management Total Holding History ($B)
Triangle Securities Wealth Management's Asset Allocation
Triangle Securities Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Triangle Securities Wealth Management's Hypothetical Growth since 2025-03-31
Triangle Securities Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Triangle Securities Wealth Management's Holdings Heat Map
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Triangle Securities Wealth Management's Holdings Bubble Chart
Triangle Securities Wealth Management News
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