TS

Triangle Securities Wealth Management

13F
Triangle Securities Wealth Management
Last update 2025-04-10 201 Stocks (8 new)
Value $389.00 Mil Turnover 5 %
Countries:
Top Holdings: JAVA(3.89%)SCHM(3.45%)VGT(2.92%)MSFT(2.56%)SLYV(2.52%)
Summary Stock Picks Current Portfolio
Triangle Securities Wealth Man... Top Holdings of 2025-03-31 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
237,946
15,119.1
+1.37%
3.890
+0.05%
0.470
-4.77%
-1.34%
3,349.6
 
SCHM 		Schwab U.S. Mid-Cap ETF
511,700
13,406.5
+1.17%
3.450
+0.04%
0.130
-3.91%
-2.97%
11,118.1
 
VGT 		Vanguard Information Technology ETF
20,965
11,371.1
-2.95%
2.920
-0.10%
0.010
-4.53%
-4.17%
72,834.7
 
MSFT 		Microsoft Corp
26,484
9,941.7
-0.33%
2.560
-0.01%
0.000
+10.48%
+7.21%
3,345,982.6
Software
SLYV 		SPDR S&P 600 Small Cap Value ETF
125,137
9,810.7
+0.66%
2.520
+0.02%
0.260
-10.62%
-12.73%
3,585.5
 
TPYP 		Tortoise North American Pipeline Fund ETF
239,459
8,709.1
-2.74%
2.240
-0.06%
1.160
+0.21%
+4.23%
709.1
 
IUSB 		iShares Core Total USD Bond Market ETF
188,082
8,666.8
-0.90%
2.230
-0.02%
0.030
+0.18%
+1.63%
32,729.8
 
SAMT 		Strategas Macro Thematic Opportunities ETF
274,361
8,009.9
-2.00%
2.060
-0.04%
8.020
+2.67%
+9.19%
141.0
 
KKR 		KKR & Co Inc
64,333
7,437.6
+5.74%
1.910
+0.10%
0.010
-11.24%
-20.55%
104,365.4
Asset Management
IJH 		iShares Core S&P Mid-Cap ETF
122,968
7,175.2
+6.85%
1.850
+0.12%
0.010
-3.62%
-4.10%
90,854.5
 

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
CGXU 		Capital Group International Focus Equity ETF2025-03-31Add
+1.08%
●
24.48 ($25.57) 26.59
$26.35
3.05%
Add 525.8%
203,022
170,580
JSML 		Janus Henderson Small Cap Growth Alpha ETF2025-03-31Add
+0.80%
●
58.87 ($65) 69.7
$63.85
-1.77%
Add 261.09%
70,446
50,937
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+0.41%
●
663000 ($729331) 801950
$754,505.00
3.45%
New holding
2
2
LLY 		Eli Lilly and Co2025-03-31Add
+0.24%
●
725.72 ($832.09) 929.72
$713.71
-14.23%
Add 30.32%
4,814
1,120
FBND 		Fidelity Total Bond ETF2025-03-31Add
+0.23%
●
44.41 ($45.29) 45.98
$44.98
-0.68%
Add 46.08%
61,467
19,390
IWM 		iShares Russell 2000 ETF2025-03-31New Buy
+0.14%
●
198.1 ($216.92) 229.79
$202.56
-6.62%
New holding
2,660
2,660
KMX 		CarMax Inc2025-03-31Add
+0.12%
●
69.25 ($80.17) 89.19
$62.27
-22.33%
Add 42.03%
20,218
5,983
IJH 		iShares Core S&P Mid-Cap ETF2025-03-31Add
+0.12%
●
57.21 ($62.1) 65.8
$59.59
-4.04%
Add 6.85%
122,968
7,885
KKR 		KKR & Co Inc2025-03-31Add
+0.10%
●
108.17 ($137.58) 167.07
$117.18
-14.83%
Add 5.74%
64,333
3,491
VGT 		Vanguard Information Technology ETF2025-03-31Reduce
-0.10%
●
542.38 ($602.71) 646.34
$595.09
-1.26%
Reduce -2.95%
20,965
-637

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

Top Ranked Articles

  • 1

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

Size field:

Triangle Securities Wealth Management's Holdings Bubble Chart

Triangle Securities Wealth Management News

  • 1

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