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Triangle Securities Wealth Management13F | |
| Triangle Securities Wealth Management | |
| Last update 2025-07-10 | 202 Stocks (12 new) |
| Value $406.00 Mil | Turnover 5 % |
Triangle Securities Wealth Man... Top Holdings of 2025-06-30
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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 | 240,257 | 15,736.8 | +0.97% | 3.870 | +0.04% | 0.430 | +11.57% | +5.29% | 3,756.3 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 518,427 | 14,541.9 | +1.31% | 3.580 | +0.05% | 0.130 | +17.81% | +4.47% | 11,876.4 | ||
VGT | Vanguard Information Technology ETF | 19,690 | 13,060.0 | -6.08% | 3.210 | -0.18% | 0.020 | +35.75% | +10.51% | 87,513.6 | ||
MSFT | Microsoft Corp | 19,874 | 9,885.5 | -24.96% | 2.430 | -0.64% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
SLYV | SPDR S&P 600 Small Cap Value ETF | 122,855 | 9,798.9 | -1.82% | 2.410 | -0.05% | 0.270 | +16.76% | -4.99% | 3,750.3 | ||
SAMT |
Strategas Macro Thematic Opportunities ETF
Strategas Macro Thematic Opportunities ETF
| 276,864 | 9,532.4 | +0.91% | 2.350 | +0.02% | 6.250 | +23.36% | +22.18% | 157.7 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 188,144 | 8,697.9 | +0.03% | 2.140 | 0% | 0.030 | +1.58% | +3.40% | 32,719.8 | ||
GS | The Goldman Sachs Group Inc | 13,478 | 8,396.4 | +90.45% | 2.070 | +0.98% | 0.000 | +39.71% | +24.92% | 217,323.3 | Capital Markets | |
TPYP |
Tortoise North American Pipeline Fund ETF
Tortoise North American Pipeline Fund ETF
| 233,011 | 8,325.5 | -2.69% | 2.050 | -0.06% | 1.180 | +1.88% | +6.04% | 714.3 | ||
KKR | KKR & Co Inc | 62,556 | 8,321.8 | -2.76% | 2.050 | -0.05% | 0.010 | +41.44% | -1.03% | 130,015.9 | Asset Management |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
GS | The Goldman Sachs Group Inc | 2025-06-30 | Add Add | +0.98% | 462.22 ($578.93) 707.75 | $708.26 | 22.34% | Add 90.45% | 13,478 | 6,401 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -0.64% | 354.56 ($433.34) 497.45 | $510.05 | 17.70% | Reduce -24.96% | 19,874 | -6,610 | |
XLRE |
Real Estate Select Sector SPDR Fund (The)
Real Estate Select Sector SPDR Fund (The)
| 2025-06-30 | Add Add | +0.52% | 37.08 ($41.08) 42.26 | $41.84 | 1.85% | Add 100.13% | 100,260 | 50,163 | |
DFIV | Dimensional International Value ETF | 2025-06-30 | New Buy New Buy | +0.41% | 34.67 ($40.71) 43.21 | $42.72 | 4.94% | New holding | 39,043 | 39,043 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.35% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Reduce -19.88% | 24,901 | -6,177 | |
FBND | Fidelity Total Bond ETF | 2025-06-30 | Add Add | +0.32% | 44.68 ($45.27) 45.96 | $45.44 | 0.38% | Add 46.49% | 90,041 | 28,574 | |
TFC | Truist Financial Corp | 2025-06-30 | Reduce Reduce | -0.28% | 34.79 ($39.16) 42.99 | $44.25 | 13.00% | Reduce -51.05% | 24,868 | -25,933 | |
JPM | JPMorgan Chase & Co | 2025-06-30 | Reduce Reduce | -0.23% | 210.28 ($255.03) 289.91 | $291.27 | 14.21% | Reduce -14.08% | 22,631 | -3,709 | |
BDX | Becton Dickinson & Co | 2025-06-30 | Reduce Reduce | -0.21% | 165.15 ($184.01) 229.06 | $178.85 | -2.80% | Reduce -45.43% | 4,363 | -3,632 | |
LOW | Lowe's Companies Inc | 2025-06-30 | Reduce Reduce | -0.20% | 210.83 ($223.33) 235.28 | $219.16 | -1.87% | Reduce -14.23% | 20,505 | -3,402 |
Triangle Securities Wealth Management Total Holding History ($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 2025-06-30
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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