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Triangle Securities Wealth Management

13F
Triangle Securities Wealth Management
Last update 2025-07-10 202 Stocks (12 new)
Value $406.00 Mil Turnover 5 %
Countries:
Triangle Securities Wealth Man... Top Holdings of 2025-06-30 View Full List
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
+11.83%
+5.61%
3,727.8
 
SCHM
Schwab U.S. Mid-Cap ETF
518,427
14,541.9
+1.31%
3.580
+0.05%
0.130
+17.87%
+3.92%
11,785.9
 
VGT
Vanguard Information Technology ETF
19,690
13,060.0
-6.08%
3.210
-0.18%
0.020
+29.01%
+8.06%
85,097.1
 
MSFT
Microsoft Corp
19,874
9,885.5
-24.96%
2.430
-0.64%
0.000
+29.81%
+19.87%
3,740,948.0
Software
SLYV
SPDR S&P 600 Small Cap Value ETF
122,855
9,798.9
-1.82%
2.410
-0.05%
0.270
+19.91%
-3.63%
3,803.8
 
SAMT
Strategas Macro Thematic Opportunities ETF
Strategas Macro Thematic Opportunities ETF
276,864
9,532.4
+0.91%
2.350
+0.02%
6.250
+19.32%
+16.99%
151.0
 
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
+2.43%
+3.31%
32,689.6
 
GS
The Goldman Sachs Group Inc
13,478
8,396.4
+90.45%
2.070
+0.98%
0.000
+43.29%
+24.34%
216,307.7
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
+4.92%
+4.58%
704.4
 
KKR
KKR & Co Inc
62,556
8,321.8
-2.76%
2.050
-0.05%
0.010
+39.27%
-4.37%
125,625.0
Asset Management

Triangle Securities Wealth Management's Historical Top Holdings Breakdowns

Triangle Securities Wealth Management's Top Stock Picks View Full List
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
$704.95
21.77%
Add 90.45%
13,478
6,401
MSFT
Microsoft Corp
2025-06-30
Reduce
Reduce
-0.64%
354.56 ($433.34) 497.45
$503.32
16.15%
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
$41.57
1.19%
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
$43.19
6.09%
New holding
39,043
39,043
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.35%
172.42 ($202.27) 223.89
$211.16
4.40%
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
$45.42
0.33%
Add 46.49%
90,041
28,574
TFC
Truist Financial Corp
2025-06-30
Reduce
Reduce
-0.28%
34.79 ($39.16) 42.99
$45.43
16.01%
Reduce -51.05%
24,868
-25,933
JPM
JPMorgan Chase & Co
2025-06-30
Reduce
Reduce
-0.23%
210.28 ($255.03) 289.91
$286.86
12.48%
Reduce -14.08%
22,631
-3,709
BDX
Becton Dickinson & Co
2025-06-30
Reduce
Reduce
-0.21%
165.15 ($184.01) 229.06
$175.97
-4.37%
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
$224.13
0.36%
Reduce -14.23%
20,505
-3,402

Triangle Securities Wealth Management Total Holding History ($B)

To

Triangle Securities Wealth Management's Asset Allocation

To

Triangle Securities Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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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