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Latest Triangle Securities Wealth Management Stock Portfolio

$350Million

Equity Portfolio Value

Last Reported on: 10 Apr, 2024

About Triangle Securities Wealth Management and it’s 13F Hedge Fund Stock Holdings

Triangle Securities Wealth Management is a hedge fund based in Raleigh, NC. On 05-Apr-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $967.8 Millions. In it's latest 13F Holdings report, Triangle Securities Wealth Management reported an equity portfolio of $321.6 Millions as of 31 Dec, 2023.

The top stock holdings of Triangle Securities Wealth Management are FNDA, VAW, MSFT. The fund has invested 3.8% of it's portfolio in SCHWAB STRATEGIC TR and 3.4% of portfolio in VANGUARD WORLD FDS.

The fund managers got completely rid off ACTIVISION BLIZZARD INC (ATVI) and PAYPAL HLDGS INC (PYPL) stocks. They significantly reduced their stock positions in BROWN FORMAN CORP, SCHWAB CHARLES CORP (SCHW) and ISHARES TR (AGG). Triangle Securities Wealth Management opened new stock positions in VANGUARD INTL EQUITY INDEX F (VEU), ISHARES TR (AGG) and JANUS DETROIT STR TR (JAAA). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), SELECT SECTOR SPDR TR (XLB) and VANGUARD INTL EQUITY INDEX F (VEU).

New Buys

Ticker	$ Bought
CUMMINS INC	594,309
WEC ENERGY GROUP INC	476,507
ISHARES TR	203,608
CHUBB LIMITED	201,344

New stocks bought by Triangle Securities Wealth Management

Additions

Ticker	% Inc.
ISHARES TR	409
ISHARES TR	373
WALMART INC	201
GALLAGHER ARTHUR J & CO	158
KIMBERLY-CLARK CORP	76.5
J P MORGAN EXCHANGE TRADED F	65.02
VANGUARD INTL EQUITY INDEX F	61.17
ALPHABET INC	26.88

Additions to existing portfolio by Triangle Securities Wealth Management

Reductions

Ticker	% Reduced
SELECT SECTOR SPDR TR	-20.51
SCHWAB CHARLES CORP	-18.53
L3HARRIS TECHNOLOGIES INC	-16.24
US BANCORP DEL	-14.51
DOMINION ENERGY INC	-14.36
SPDR S&P 500 ETF TR	-10.44
ADVANCED MICRO DEVICES INC	-9.79
ISHARES TR	-8.87

Triangle Securities Wealth Management reduced stake in above stock

Sold off

Ticker	$ Sold
BROWN FORMAN CORP	-413,881
STATE STR CORP	-248,647
PRICE T ROWE GROUP INC	-203,426

Triangle Securities Wealth Management got rid off the above stocks

Current Stock Holdings of Triangle Securities Wealth Management

Last Reported on: 10 Apr, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	APPLE INC	1.62	33,088	5,673,940	REDUCED	-3.25
AAXJ	ISHARES TR	0.26	15,447	905,040	UNCHANGED	0.00
ACWF	ISHARES TR	2.10	161,468	7,361,310	ADDED	8.45
ADBE	ADOBE INC	0.62	4,342	2,190,970	REDUCED	-1.18
ADSK	AUTODESK INC	0.32	4,300	1,119,810	UNCHANGED	0.00
AGG	ISHARES TR	1.81	104,658	6,356,930	ADDED	409
AGG	ISHARES TR	1.70	54,036	5,972,030	ADDED	4.34
AGG	ISHARES TR	0.69	26,622	2,429,220	ADDED	2.17
AGG	ISHARES TR	0.64	21,914	2,251,900	ADDED	0.09
AGG	ISHARES TR	0.19	7,965	679,176	ADDED	373
AGG	ISHARES TR	0.13	3,825	471,164	REDUCED	-6.00
AGG	ISHARES TR	0.12	3,144	431,420	UNCHANGED	0.00
AGG	ISHARES TR	0.12	3,524	416,846	ADDED	1.26
AGG	ISHARES TR	0.10	2,029	363,414	REDUCED	-0.34
AGG	ISHARES TR	0.09	606	318,592	UNCHANGED	0.00
AGG	ISHARES TR	0.09	7,650	314,262	REDUCED	-8.87
AGG	ISHARES TR	0.06	1,625	203,608	NEW
AJG	GALLAGHER ARTHUR J & CO	0.23	3,248	812,130	ADDED	158
AMAT	APPLIED MATLS INC	0.40	6,738	1,389,580	REDUCED	-4.6
AMD	ADVANCED MICRO DEVICES INC	0.09	1,770	319,467	REDUCED	-9.79
AMGN	AMGEN INC	0.59	7,272	2,067,580	REDUCED	-2.23
AMT	AMERICAN TOWER CORP NEW	0.33	5,926	1,170,920	ADDED	2.24
AMZN	AMAZON COM INC	0.93	18,173	3,278,050	ADDED	1.94
AVGO	BROADCOM INC	0.79	2,102	2,786,010	REDUCED	-2.55
AXP	AMERICAN EXPRESS CO	0.18	2,710	617,040	UNCHANGED	0.00
BA	BOEING CO	0.13	2,299	443,684	REDUCED	-7.74
BAC	BANK AMERICA CORP	0.86	80,057	3,035,760	REDUCED	-1.79
BALL	BALL CORP	0.08	4,015	270,450	UNCHANGED	0.00
BAX	BAXTER INTL INC	0.33	26,755	1,143,510	ADDED	9.45
BBAX	J P MORGAN EXCHANGE TRADED F	0.60	35,188	2,107,410	ADDED	65.02
BDX	BECTON DICKINSON & CO	0.58	8,202	2,029,580	ADDED	0.61
BIIB	BIOGEN INC	0.15	2,400	517,512	UNCHANGED	0.00
BIL	SPDR SER TR	2.93	123,942	10,283,500	ADDED	0.59
BIL	SPDR SER TR	1.26	84,950	4,423,350	REDUCED	-1.02
BIL	SPDR SER TR	0.24	6,461	847,900	REDUCED	-2.46
BKNG	BOOKING HOLDINGS INC	0.17	161	584,089	REDUCED	-4.73
BMY	BRISTOL-MYERS SQUIBB CO	0.51	33,119	1,796,040	ADDED	8.64
BWA	BORGWARNER INC	0.30	30,477	1,058,770	REDUCED	-2.35
BX	BLACKSTONE INC	2.01	53,607	7,042,360	REDUCED	-5.58
C	CITIGROUP INC	0.24	13,406	847,809	REDUCED	-0.42
CARR	CARRIER GLOBAL CORPORATION	0.13	7,800	453,414	REDUCED	-0.51
CAT	CATERPILLAR INC	0.74	7,115	2,607,110	REDUCED	-1.07
CB	CHUBB LIMITED	0.06	777	201,344	NEW
CG	CARLYLE GROUP INC	0.12	9,095	426,646	REDUCED	-0.82
CGXU	CAPITAL GROUP INTL FOCUS EQT	0.10	14,074	362,825	ADDED	12.82
CI	THE CIGNA GROUP	0.16	1,494	542,606	ADDED	3.46
CL	COLGATE PALMOLIVE CO	0.22	8,554	770,326	REDUCED	-1.12
CMCSA	COMCAST CORP NEW	0.34	27,897	1,209,340	ADDED	4.7
CMI	CUMMINS INC	0.17	2,017	594,309	NEW
COP	CONOCOPHILLIPS	0.47	12,945	1,647,640	ADDED	1.87
COST	COSTCO WHSL CORP NEW	0.13	628	460,092	REDUCED	-0.32
CP	CANADIAN PACIFIC KANSAS CITY	0.10	3,805	335,487	UNCHANGED	0.00
CRM	SALESFORCE INC	0.77	8,985	2,706,100	REDUCED	-1.09
CSD	INVESCO EXCHANGE TRADED FD T	0.62	12,796	2,167,340	REDUCED	-0.21
CSD	INVESCO EXCHANGE TRADED FD T	0.08	2,712	288,794	ADDED	13.00
CSD	INVESCO EXCHANGE TRADED FD T	0.06	6,405	225,392	REDUCED	-4.12
CSD	INVESCO EXCHANGE TRADED FD T	0.06	14,594	222,413	UNCHANGED	0.00
CTVA	CORTEVA INC	0.47	28,265	1,630,020	ADDED	3.9
CVS	CVS HEALTH CORP	0.57	25,106	2,002,460	REDUCED	-0.55
CVX	CHEVRON CORP NEW	0.74	16,472	2,598,290	ADDED	1.94
D	DOMINION ENERGY INC	0.14	10,194	501,453	REDUCED	-14.36
DD	DUPONT DE NEMOURS INC	0.42	18,995	1,456,350	ADDED	0.71
DE	DEERE & CO	0.17	1,497	614,878	ADDED	1.01
DGX	QUEST DIAGNOSTICS INC	0.12	3,254	433,140	REDUCED	-5.76
DHR	DANAHER CORPORATION	0.17	2,391	597,081	ADDED	4.18
DIS	DISNEY WALT CO	0.57	16,258	1,989,370	REDUCED	-5.88
DOV	DOVER CORP	0.10	2,065	365,897	REDUCED	-1.2
DOW	DOW INC	0.07	4,550	263,582	UNCHANGED	0.00
DUK	DUKE ENERGY CORP NEW	0.78	28,275	2,734,510	ADDED	4.67
EA	ELECTRONIC ARTS INC	0.37	9,806	1,300,960	REDUCED	-1.46
EBLU	MANAGED PORTFOLIO SERIES	2.13	266,849	7,461,080	ADDED	0.7
ECL	ECOLAB INC	0.31	4,720	1,089,850	REDUCED	-1.46
EFX	EQUIFAX INC	0.26	3,423	915,721	ADDED	0.74
EL	LAUDER ESTEE COS INC	0.46	10,398	1,602,820	ADDED	13.75
EMR	EMERSON ELEC CO	0.69	21,371	2,423,930	REDUCED	-2.51
ENB	ENBRIDGE INC	0.57	55,618	2,012,260	ADDED	0.87
FANG	DIAMONDBACK ENERGY INC	0.22	3,859	764,738	UNCHANGED	0.00
FCNCA	FIRST CTZNS BANCSHARES INC N	0.11	237	387,495	REDUCED	-1.66
FDX	FEDEX CORP	0.07	841	243,671	REDUCED	-8.69
FNDA	SCHWAB STRATEGIC TR	3.79	163,091	13,280,500	ADDED	1.3
FNDA	SCHWAB STRATEGIC TR	1.59	89,823	5,574,430	ADDED	2.01
FNDA	SCHWAB STRATEGIC TR	0.68	48,688	2,397,410	ADDED	2.04
FNDA	SCHWAB STRATEGIC TR	0.60	34,546	2,109,040	REDUCED	-2.96
GD	GENERAL DYNAMICS CORP	0.29	3,644	1,029,390	UNCHANGED	0.00
GE	GENERAL ELECTRIC CO	0.14	2,787	489,202	ADDED	6.82
GOOG	ALPHABET INC	2.18	50,238	7,649,240	REDUCED	-1.83
GOOG	ALPHABET INC	0.24	5,659	854,113	ADDED	26.88
GRMN	GARMIN LTD	0.66	15,492	2,306,280	REDUCED	-0.12
GS	GOLDMAN SACHS GROUP INC	0.95	7,972	3,329,820	REDUCED	-1.73
GT	GOODYEAR TIRE & RUBR CO	0.19	49,336	677,383	REDUCED	-0.96
HD	HOME DEPOT INC	0.11	1,023	392,423	REDUCED	-0.97
HON	HONEYWELL INTL INC	0.34	5,804	1,191,270	REDUCED	-0.38
IBM	INTERNATIONAL BUSINESS MACHS	0.10	1,788	341,455	REDUCED	-0.5
ICE	INTERCONTINENTAL EXCHANGE IN	0.34	8,575	1,178,440	REDUCED	-1.48
INTC	INTEL CORP	0.13	10,112	446,647	REDUCED	-1.17
ISRG	INTUITIVE SURGICAL INC	0.12	1,030	411,063	UNCHANGED	0.00
JAAA	JANUS DETROIT STR TR	0.24	14,223	860,195	ADDED	12.85
JAMF	WISDOMTREE TR	0.11	5,205	396,569	UNCHANGED	0.00
JNJ	JOHNSON & JOHNSON	0.89	19,685	3,114,040	ADDED	1.47
JPM	JPMORGAN CHASE & CO	1.65	28,882	5,785,130	REDUCED	-1.56
KKR	KKR & CO INC	2.19	76,561	7,700,510	REDUCED	-7.51
KMB	KIMBERLY-CLARK CORP	0.25	6,804	880,097	ADDED	76.5
KO	COCA COLA CO	0.08	4,473	273,658	ADDED	11.19
LH	LABORATORY CORP AMER HLDGS	0.23	3,717	812,016	ADDED	0.11
LHX	L3HARRIS TECHNOLOGIES INC	0.42	6,952	1,481,470	REDUCED	-16.24
LIN	LINDE PLC	0.74	5,613	2,606,230	REDUCED	-1.39
LLY	ELI LILLY & CO	0.96	4,327	3,366,230	REDUCED	-2.65
LMT	LOCKHEED MARTIN CORP	0.17	1,335	607,251	REDUCED	-0.07
LOW	LOWES COS INC	1.85	25,440	6,480,330	ADDED	0.28
LRCX	LAM RESEARCH CORP	0.57	2,055	1,996,700	REDUCED	-3.61
LYV	LIVE NATION ENTERTAINMENT IN	0.40	13,298	1,406,530	ADDED	0.68
MA	MASTERCARD INCORPORATED	0.21	1,547	744,989	ADDED	16.75
MAR	MARRIOTT INTL INC NEW	0.21	2,979	751,631	REDUCED	-7.28
MCD	MCDONALDS CORP	0.29	3,639	1,026,020	REDUCED	-0.68
MCO	MOODYS CORP	0.27	2,387	938,251	REDUCED	-2.81
MDLZ	MONDELEZ INTL INC	0.14	6,996	489,720	ADDED	1.73
MDT	MEDTRONIC PLC	0.14	5,692	496,058	REDUCED	-7.58
META	META PLATFORMS INC	0.74	5,312	2,579,410	REDUCED	-8.4
MGM	MGM RESORTS INTERNATIONAL	0.32	23,746	1,121,050	REDUCED	-1.00
MMM	3M CO	0.14	4,453	472,358	UNCHANGED	0.00
MO	ALTRIA GROUP INC	0.08	6,252	272,712	ADDED	1.03
MRK	MERCK & CO INC	0.61	16,104	2,124,890	ADDED	2.6
MS	MORGAN STANLEY	0.27	10,212	961,562	REDUCED	-2.17
MSFT	MICROSOFT CORP	3.44	28,696	12,073,200	REDUCED	-0.37
NEE	NEXTERA ENERGY INC	0.63	34,615	2,212,250	ADDED	0.73
NKE	NIKE INC	0.32	11,960	1,124,000	ADDED	11.66
NOW	SERVICENOW INC	0.30	1,388	1,058,210	REDUCED	-0.86
NSC	NORFOLK SOUTHN CORP	0.08	1,133	288,768	REDUCED	-0.87
NTRS	NORTHERN TR CORP	0.16	6,103	542,679	ADDED	0.94
NVDA	NVIDIA CORPORATION	0.50	1,960	1,770,980	REDUCED	-0.66
ORCL	ORACLE CORP	0.62	17,169	2,156,570	REDUCED	-7.4
OTIS	OTIS WORLDWIDE CORP	0.42	14,778	1,467,010	REDUCED	-0.44
PEP	PEPSICO INC	1.00	19,975	3,495,850	ADDED	2.89
PFE	PFIZER INC	0.10	12,664	351,426	REDUCED	-0.78
PG	PROCTER AND GAMBLE CO	0.74	15,947	2,587,330	ADDED	3.5
PM	PHILIP MORRIS INTL INC	0.24	9,089	832,734	UNCHANGED	0.00
PNC	PNC FINL SVCS GROUP INC	0.18	4,019	649,470	ADDED	1.77
QCOM	QUALCOMM INC	0.20	4,138	700,493	REDUCED	-0.19
RAYD	ADVISORS INNER CIRCLE FD III	2.04	281,885	7,155,000	ADDED	0.96
RAYD	ADVISORS INNER CIRCLE FD III	0.63	80,516	2,222,350	ADDED	0.61
RIO	RIO TINTO PLC	0.19	10,696	681,759	UNCHANGED	0.00
ROK	ROCKWELL AUTOMATION INC	0.39	4,662	1,358,250	ADDED	8.02
ROP	ROPER TECHNOLOGIES INC	0.39	2,437	1,366,770	REDUCED	-1.93
ROST	ROSS STORES INC	0.31	7,358	1,079,860	REDUCED	-8.08
RTX	RTX CORPORATION	0.69	24,930	2,431,440	REDUCED	-0.13
RY	ROYAL BK CDA	0.11	3,839	387,278	UNCHANGED	0.00
SBUX	STARBUCKS CORP	0.14	5,223	477,330	ADDED	16.74
SCHW	SCHWAB CHARLES CORP	0.08	4,050	292,977	REDUCED	-18.53
SHW	SHERWIN WILLIAMS CO	0.34	3,488	1,211,340	ADDED	0.35
SLB	SCHLUMBERGER LTD	0.30	19,118	1,047,860	ADDED	8.69
SPY	SPDR S&P 500 ETF TR	0.39	2,626	1,373,570	REDUCED	-10.44
STT	STATE STR CORP	0.00	0.00	0.00	SOLD OFF	-100
STZ	CONSTELLATION BRANDS INC	0.60	7,774	2,112,620	REDUCED	-0.24
SWK	STANLEY BLACK & DECKER INC	0.29	10,290	1,007,700	ADDED	25.18
SYY	SYSCO CORP	0.07	3,071	249,304	ADDED	0.1
TFC	TRUIST FINL CORP	0.71	63,608	2,479,430	REDUCED	-3.35
TGT	TARGET CORP	0.36	7,127	1,262,980	REDUCED	-3.3
TJX	TJX COS INC NEW	0.27	9,229	936,005	ADDED	3.34
TMO	THERMO FISHER SCIENTIFIC INC	0.23	1,384	804,395	ADDED	1.1
TROW	PRICE T ROWE GROUP INC	0.00	0.00	0.00	SOLD OFF	-100
TSN	TYSON FOODS INC	0.10	6,256	367,415	ADDED	0.9
TT	TRANE TECHNOLOGIES PLC	0.08	955	286,691	UNCHANGED	0.00
TXN	TEXAS INSTRS INC	0.10	2,065	359,744	UNCHANGED	0.00
TYL	TYLER TECHNOLOGIES INC	0.12	1,006	427,560	REDUCED	-1.95
UNH	UNITEDHEALTH GROUP INC	0.59	4,177	2,066,360	ADDED	1.7
UNP	UNION PAC CORP	0.18	2,518	619,293	REDUCED	-1.29
USB	US BANCORP DEL	0.29	22,416	1,002,000	REDUCED	-14.51
USFD	US FOODS HLDG CORP	0.30	19,634	1,059,650	REDUCED	-2.85
V	VISA INC	0.97	12,249	3,418,520	ADDED	0.06
VAW	VANGUARD WORLD FD	3.30	22,050	11,561,700	REDUCED	-2.93
VAW	VANGUARD WORLD FD	1.27	13,985	4,443,550	REDUCED	-0.67
VAW	VANGUARD WORLD FD	0.20	5,238	687,330	REDUCED	-8.63
VAW	VANGUARD WORLD FD	0.14	1,791	484,511	ADDED	12.01
VEEV	VEEVA SYS INC	0.37	5,635	1,305,570	ADDED	1.9
VEU	VANGUARD INTL EQUITY INDEX F	1.08	90,510	3,780,580	ADDED	61.17
VEU	VANGUARD INTL EQUITY INDEX F	0.36	11,432	1,263,210	ADDED	4.12
VIG	VANGUARD SPECIALIZED FUNDS	0.31	5,917	1,080,580	REDUCED	-0.25
VIGI	VANGUARD WHITEHALL FDS	1.00	29,065	3,516,630	REDUCED	-0.57
VOO	VANGUARD INDEX FDS	0.52	5,245	1,805,190	REDUCED	-1.72
VOO	VANGUARD INDEX FDS	0.28	3,960	989,446	UNCHANGED	0.00
VOO	VANGUARD INDEX FDS	0.18	3,947	642,859	REDUCED	-0.45
VOO	VANGUARD INDEX FDS	0.12	1,557	404,716	UNCHANGED	0.00
VOO	VANGUARD INDEX FDS	0.07	1,008	241,678	REDUCED	-6.06
VRTX	VERTEX PHARMACEUTICALS INC	0.22	1,850	773,319	REDUCED	-2.27
VZ	VERIZON COMMUNICATIONS INC	0.11	9,511	399,082	REDUCED	-8.29
WAB	WABTEC	0.64	15,516	2,260,370	REDUCED	-1.52
WEC	WEC ENERGY GROUP INC	0.14	5,803	476,507	NEW
WFC	WELLS FARGO CO NEW	0.62	37,517	2,174,490	REDUCED	-0.09
WMT	WALMART INC	0.23	13,652	821,416	ADDED	201
XLB	SELECT SECTOR SPDR TR	0.35	5,825	1,213,170	UNCHANGED	0.00
XLB	SELECT SECTOR SPDR TR	0.26	14,027	920,873	REDUCED	-20.51
XOM	EXXON MOBIL CORP	1.68	50,584	5,879,840	ADDED	3.07
YUM	YUM BRANDS INC	0.11	2,823	391,409	REDUCED	-1.05
	BERKSHIRE HATHAWAY INC DEL	1.08	9,032	3,798,140	ADDED	0.06
	REVVITY INC	0.09	2,874	301,781	ADDED	20.55
	BROWN FORMAN CORP	0.00	0.00	0.00	SOLD OFF	-100