The Analysis of Triangle Securities Wealth Management's Holdings

Currently, Triangle Securities Wealth Management holds 205 types of securities in its portfolio with a total value $474.3M. In the most recent quarter, they have increased their positions in IJH (+145.7K shares, valued at $9.6M), AAPL (+30.1K shares, valued at $7.9M), CAT (+6.6K shares, valued at $3.5M); decreased their positions in N/A (-3.7K shares, valued at $1.2M), MSFT (-1.8K shares, valued at $848.8K), CPRT (-17.1K shares, valued at $670.1K); initiated new positions in N/A (+7.0K shares, valued at $567.5K), QXO (+26.1K shares, valued at $503.5K), EPD (+12.6K shares, valued at $398.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IJH ISHARES TR276.8K shares111.18%2025-12-312026-01-13

JAVA J P MORGAN EXCHANGE TRADED F240.7K shares-0.03%2025-12-312026-01-13

AAPL APPLE INC60.7K shares98.43%2025-12-312026-01-13

SCHM SCHWAB STRATEGIC TR516.8K shares-0.03%2025-12-312026-01-13

VGT VANGUARD WORLD FD20.2K shares-1.59%2025-12-312026-01-13

ALPHABET INC ALPHABET INC40.2K shares-8.45%2025-12-312026-01-13

MSFT MICROSOFT CORP23.9K shares-6.83%2025-12-312026-01-13

SLYV SPDR SERIES TRUST124.8K shares1.16%2025-12-312026-01-13

Sponsored

SAMT ADVISORS INNER CIRCLE FD III260.0K shares-0.89%2025-12-312026-01-13

IUSB ISHARES TR195.1K shares2.19%2025-12-312026-01-13

IJR ISHARES TR71.8K shares7.67%2025-12-312026-01-13

JPM JPMORGAN CHASE & CO.24.9K shares-3.53%2025-12-312026-01-13

TPYP TORTOISE CAPITAL SERIES TRUS226.8K shares-1.13%2025-12-312026-01-13

KKR & CO INC KKR & CO INC59.3K shares-2.43%2025-12-312026-01-13

CAT CATERPILLAR INC13.6K shares94.93%2025-12-312026-01-13

SCHX SCHWAB STRATEGIC TR258.9K shares0.72%2025-12-312026-01-13

Sponsored

BN BROOKFIELD CORP149.1K shares50.45%2025-12-312026-01-13

BLACKSTONE INC BLACKSTONE INC43.4K shares-1.55%2025-12-312026-01-13

GS GOLDMAN SACHS GROUP INC6.7K shares-2.94%2025-12-312026-01-13

BROADCOM INC BROADCOM INC16.9K shares-1.68%2025-12-312026-01-13

WFC WELLS FARGO CO NEW66.0K shares96.01%2025-12-312026-01-13

JSML JANUS DETROIT STR TR78.4K shares14.18%2025-12-312026-01-13

CGXU CAPITAL GROUP INTL FOCUS EQT192.9K shares0.01%2025-12-312026-01-13

XOM EXXON MOBIL CORP46.1K shares-1.11%2025-12-312026-01-13

Sponsored

LOW LOWES COS INC22.9K shares-1.35%2025-12-312026-01-13

VWO VANGUARD INTL EQUITY INDEX F99.3K shares-0.56%2025-12-312026-01-13

VCR VANGUARD WORLD FD12.1K shares-1.22%2025-12-312026-01-13

LLY ELI LILLY & CO4.4K shares-4.35%2025-12-312026-01-13

KIE SPDR SERIES TRUST76.6K shares-2.18%2025-12-312026-01-13

QLTY GMO ETF TRUST117.7K shares86.91%2025-12-312026-01-13

FBND FIDELITY MERRIMACK STR TR95.4K shares4.42%2025-12-312026-01-13

VYM VANGUARD WHITEHALL FDS29.2K shares2.06%2025-12-312026-01-13

Sponsored

META META PLATFORMS INC6.2K shares18.07%2025-12-312026-01-13

RTX RTX CORPORATION21.7K shares-3.27%2025-12-312026-01-13

JNJ JOHNSON & JOHNSON19.1K shares-1.37%2025-12-312026-01-13

AMZN AMAZON COM INC16.5K shares-1.89%2025-12-312026-01-13

V VISA INC10.8K shares-1.97%2025-12-312026-01-13

IJK ISHARES TR37.7K shares14.60%2025-12-312026-01-13

BAC BANK AMERICA CORP64.6K shares-4.28%2025-12-312026-01-13

EAGL 2023 ETF SERIES TRUST106.5K shares0.00%2025-12-312026-01-13

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.8K shares-2.68%2025-12-312026-01-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW29.1K shares-2.82%2025-12-312026-01-13

NVDA NVIDIA CORPORATION18.1K shares-4.81%2025-12-312026-01-13

SCHA SCHWAB STRATEGIC TR117.0K shares1.32%2025-12-312026-01-13

SCHB SCHWAB STRATEGIC TR120.6K shares2.90%2025-12-312026-01-13

NEE NEXTERA ENERGY INC38.0K shares-1.00%2025-12-312026-01-13

WAB WABTEC13.9K shares-0.46%2025-12-312026-01-13

PEP PEPSICO INC20.0K shares-1.38%2025-12-312026-01-13

Sponsored

EMR EMERSON ELEC CO21.2K shares-1.96%2025-12-312026-01-13

VUG VANGUARD INDEX FDS5.7K shares1.92%2025-12-312026-01-13

LAM RESEARCH CORP LAM RESEARCH CORP15.9K shares-8.91%2025-12-312026-01-13

SAGP ADVISORS INNER CIRCLE FD III74.6K shares-3.34%2025-12-312026-01-13

ORCL ORACLE CORP12.9K shares-15.20%2025-12-312026-01-13

IJS ISHARES TR21.9K shares-1.98%2025-12-312026-01-13

ENB ENBRIDGE INC49.5K shares-2.29%2025-12-312026-01-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.7K shares-0.42%2025-12-312026-01-13

Sponsored

CRM SALESFORCE INC8.5K shares-0.39%2025-12-312026-01-13

LINDE PLC LINDE PLC5.2K shares0.29%2025-12-312026-01-13

CVX CHEVRON CORP NEW14.6K shares-3.38%2025-12-312026-01-13

AMGN AMGEN INC6.7K shares-0.96%2025-12-312026-01-13

XLRE SELECT SECTOR SPDR TR51.6K shares-4.44%2025-12-312026-01-13

PG PROCTER AND GAMBLE CO14.5K shares-4.64%2025-12-312026-01-13

AVMV AMERICAN CENTY ETF TR27.6K shares290.88%2025-12-312026-01-13

DFIV DIMENSIONAL ETF TRUST39.0K shares-2.94%2025-12-312026-01-13

Sponsored

GRMN GARMIN LTD9.6K shares-1.31%2025-12-312026-01-13

LYV LIVE NATION ENTERTAINMENT IN13.3K shares-2.77%2025-12-312026-01-13

ROK ROCKWELL AUTOMATION INC4.8K shares-3.14%2025-12-312026-01-13

CTVA CORTEVA INC26.4K shares-0.88%2025-12-312026-01-13

COST COSTCO WHSL CORP NEW2.0K shares39.58%2025-12-312026-01-13

SLYG SPDR SERIES TRUST17.7K shares399.66%2025-12-312026-01-13

VT VANGUARD INTL EQUITY INDEX F11.8K shares-0.38%2025-12-312026-01-13

DHR DANAHER CORPORATION7.1K shares1.42%2025-12-312026-01-13

Sponsored

TMO THERMO FISHER SCIENTIFIC INC2.8K shares-1.03%2025-12-312026-01-13

MS MORGAN STANLEY8.9K shares-2.67%2025-12-312026-01-13

UNH UNITEDHEALTH GROUP INC4.6K shares-16.52%2025-12-312026-01-13

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-13

AMAT APPLIED MATLS INC5.8K shares-2.44%2025-12-312026-01-13

NOW SERVICENOW INC9.6K shares476.05%2025-12-312026-01-13

LHX L3HARRIS TECHNOLOGIES INC5.0K shares-0.68%2025-12-312026-01-13

WMT WALMART INC13.0K shares-1.56%2025-12-312026-01-13

Sponsored

ALPHABET INC ALPHABET INC4.6K shares-3.03%2025-12-312026-01-13

MERCK & CO INC MERCK & CO INC13.3K shares-1.51%2025-12-312026-01-13

XLK SELECT SECTOR SPDR TR9.6K shares93.74%2025-12-312026-01-13

VEEV VEEVA SYS INC6.1K shares6.30%2025-12-312026-01-13

VOX VANGUARD WORLD FD6.9K shares-2.64%2025-12-312026-01-13

VHT VANGUARD WORLD FD4.6K shares7.13%2025-12-312026-01-13

CITIGROUP INC CITIGROUP INC11.3K shares-0.82%2025-12-312026-01-13

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D607 shares-1.30%2025-12-312026-01-13

Sponsored

ADSK AUTODESK INC4.2K shares-3.27%2025-12-312026-01-13

USFD US FOODS HLDG CORP16.4K shares-1.49%2025-12-312026-01-13

ICE INTERCONTINENTAL EXCHANGE IN7.6K shares-2.23%2025-12-312026-01-13

AMT AMERICAN TOWER CORP NEW7.0K shares6.47%2025-12-312026-01-13

ADBE ADOBE INC3.4K shares-6.75%2025-12-312026-01-13

ROST ROSS STORES INC6.6K shares-0.60%2025-12-312026-01-13

EA ELECTRONIC ARTS INC5.8K shares-22.02%2025-12-312026-01-13

DIS DISNEY WALT CO10.3K shares-8.56%2025-12-312026-01-13

Sponsored

TJX TJX COS INC NEW7.5K shares-3.82%2025-12-312026-01-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.4K shares-0.97%2025-12-312026-01-13

MCO MOODYS CORP2.2K shares1.07%2025-12-312026-01-13

VO VANGUARD INDEX FDS3.8K shares-2.55%2025-12-312026-01-13

ECL ECOLAB INC4.2K shares-2.42%2025-12-312026-01-13

COP CONOCOPHILLIPS11.6K shares-2.36%2025-12-312026-01-13

UNP UNION PAC CORP4.5K shares97.55%2025-12-312026-01-13

TFC TRUIST FINL CORP21.1K shares-6.63%2025-12-312026-01-13

Sponsored

AJG GALLAGHER ARTHUR J & CO4.0K shares23.89%2025-12-312026-01-13

XLU SELECT SECTOR SPDR TR23.8K shares100.01%2025-12-312026-01-13

OTIS OTIS WORLDWIDE CORP11.6K shares-9.74%2025-12-312026-01-13

PANW PALO ALTO NETWORKS INC5.5K shares-1.62%2025-12-312026-01-13

LH LABCORP HOLDINGS INC3.9K shares-2.43%2025-12-312026-01-13

AXP AMERICAN EXPRESS CO2.6K shares-1.71%2025-12-312026-01-13

IHI ISHARES TR15.6K shares0.00%2025-12-312026-01-13

IBM INTERNATIONAL BUSINESS MACHS3.3K shares95.99%2025-12-312026-01-13

Sponsored

BA BOEING CO4.4K shares42.83%2025-12-312026-01-13

CMI CUMMINS INC1.8K shares-4.30%2025-12-312026-01-13

SPY SPDR S&P 500 ETF TR1.3K shares-41.43%2025-12-312026-01-13

BMY BRISTOL-MYERS SQUIBB CO15.8K shares-2.02%2025-12-312026-01-13

TYL TYLER TECHNOLOGIES INC1.9K shares227.24%2025-12-312026-01-13

BR BROADRIDGE FINL SOLUTIONS IN3.8K shares7.44%2025-12-312026-01-13

ONON ON HLDG AG18.0K shares6.20%2025-12-312026-01-13

PNC PNC FINL SVCS GROUP INC4.0K shares-4.53%2025-12-312026-01-13

Sponsored

PM PHILIP MORRIS INTL INC5.2K shares-12.96%2025-12-312026-01-13

GE AEROSPACE GE AEROSPACE2.7K shares0.04%2025-12-312026-01-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC7.7K shares-0.59%2025-12-312026-01-13

ASML ASML HOLDING N V761 shares-3.43%2025-12-312026-01-13

TEQI T ROWE PRICE ETF INC17.5K shares12.80%2025-12-312026-01-13

VTV VANGUARD INDEX FDS4.1K shares-0.78%2025-12-312026-01-13

VRTX VERTEX PHARMACEUTICALS INC1.7K shares-1.56%2025-12-312026-01-13

APD AIR PRODS & CHEMS INC3.1K shares8.85%2025-12-312026-01-13

Sponsored

CVS CVS HEALTH CORP9.5K shares-1.36%2025-12-312026-01-13

FNDF SCHWAB STRATEGIC TR16.6K shares8.51%2025-12-312026-01-13

HON HONEYWELL INTL INC3.8K shares-8.17%2025-12-312026-01-13

CEFZ ELEVATION SERIES TRUST90.4K shares0.41%2025-12-312026-01-13

MA MASTERCARD INCORPORATED1.3K shares-6.66%2025-12-312026-01-13

MAR MARRIOTT INTL INC NEW2.3K shares0.00%2025-12-312026-01-13

MMM 3M CO4.5K shares0.00%2025-12-312026-01-13

IGV ISHARES TR6.5K shares-2.99%2025-12-312026-01-13

Sponsored

MGM MGM RESORTS INTERNATIONAL18.7K shares-2.14%2025-12-312026-01-13

MCD MCDONALDS CORP2.2K shares-6.72%2025-12-312026-01-13

SDY SPDR SERIES TRUST4.9K shares-1.38%2025-12-312026-01-13

IVV ISHARES TR962 shares-16.35%2025-12-312026-01-13

ROP ROPER TECHNOLOGIES INC1.5K shares-29.39%2025-12-312026-01-13

DE DEERE & CO1.4K shares-1.79%2025-12-312026-01-13

SHW SHERWIN WILLIAMS CO2.0K shares0.00%2025-12-312026-01-13

QCOM QUALCOMM INC3.7K shares-1.73%2025-12-312026-01-13

Sponsored

NTRS NORTHERN TR CORP4.6K shares-4.78%2025-12-312026-01-13

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC15.2K shares-2.08%2025-12-312026-01-13

BKNG BOOKING HOLDINGS INC110 shares-4.35%2025-12-312026-01-13

FANG DIAMONDBACK ENERGY INC3.8K shares12.29%2025-12-312026-01-13

SLB SLB LIMITED14.9K shares-2.95%2025-12-312026-01-13

QNITY ELECTRONICS INC QNITY ELECTRONICS INC7.0K sharesnew addition2025-12-312026-01-13

IJJ ISHARES TR4.3K shares2.78%2025-12-312026-01-13

SCHG SCHWAB STRATEGIC TR16.9K shares8.63%2025-12-312026-01-13

Sponsored

DVY ISHARES TR3.8K shares0.00%2025-12-312026-01-13

ULTA ULTA BEAUTY INC888 shares-6.82%2025-12-312026-01-13

D DOMINION ENERGY INC9.1K shares0.01%2025-12-312026-01-13

EFX EQUIFAX INC2.4K shares-24.41%2025-12-312026-01-13

THE CIGNA GROUP THE CIGNA GROUP1.9K shares26.91%2025-12-312026-01-13

RIO RIO TINTO PLC6.3K shares0.00%2025-12-312026-01-13

QXO QXO INC26.1K sharesnew addition2025-12-312026-01-13

BDX BECTON DICKINSON & CO2.6K shares-24.57%2025-12-312026-01-13

Sponsored

IBB ISHARES TR2.9K shares-5.20%2025-12-312026-01-13

GEV GE VERNOVA INC741 shares-4.39%2025-12-312026-01-13

RY ROYAL BK CDA2.8K shares0.00%2025-12-312026-01-13

TT TRANE TECHNOLOGIES PLC1.2K shares100.00%2025-12-312026-01-13

DGX QUEST DIAGNOSTICS INC2.7K shares0.00%2025-12-312026-01-13

ISRG INTUITIVE SURGICAL INC812 shares0.00%2025-12-312026-01-13

CL COLGATE PALMOLIVE CO5.8K shares14.84%2025-12-312026-01-13

HSY HERSHEY CO2.5K shares-2.55%2025-12-312026-01-13

Sponsored

VTI VANGUARD INDEX FDS1.3K shares-3.29%2025-12-312026-01-13

IWD ISHARES TR2.0K shares-0.39%2025-12-312026-01-13

KMB KIMBERLY-CLARK CORP4.1K shares-41.18%2025-12-312026-01-13

DGRW WISDOMTREE TR4.5K shares0.00%2025-12-312026-01-13

EPD ENTERPRISE PRODS PARTNERS L12.6K sharesnew addition2025-12-312026-01-13

EEM ISHARES TR7.1K shares-4.08%2025-12-312026-01-13

CG CARLYLE GROUP INC6.5K shares-4.43%2025-12-312026-01-13

YUM YUM BRANDS INC2.5K shares0.00%2025-12-312026-01-13

Sponsored

DOV DOVER CORP1.9K shares0.00%2025-12-312026-01-13

EFG ISHARES TR3.2K shares21.94%2025-12-312026-01-13

CPRT COPART INC9.2K shares-65.06%2025-12-312026-01-13

CARR CARRIER GLOBAL CORPORATION6.5K shares1.80%2025-12-312026-01-13

HD HOME DEPOT INC947 shares3.84%2025-12-312026-01-13

VRSK VERISK ANALYTICS INC1.4K sharesnew addition2025-12-312026-01-13

TSN TYSON FOODS INC5.5K shares-4.35%2025-12-312026-01-13

FLEX FLEX LTD5.1K shares-13.36%2025-12-312026-01-13

Sponsored

IMCG ISHARES TR3.9K shares51.05%2025-12-312026-01-13

DFLV DIMENSIONAL ETF TRUST9.1K sharesnew addition2025-12-312026-01-13

DFSV DIMENSIONAL ETF TRUST9.3K shares9.95%2025-12-312026-01-13

VZ VERIZON COMMUNICATIONS INC7.2K shares-16.20%2025-12-312026-01-13

KO COCA COLA CO4.1K shares-3.07%2025-12-312026-01-13

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY3.8K shares0.00%2025-12-312026-01-13

CB CHUBB LIMITED892 shares2.29%2025-12-312026-01-13

NSC NORFOLK SOUTHN CORP952 shares-4.51%2025-12-312026-01-13

Sponsored

AMD ADVANCED MICRO DEVICES INC1.3K shares-24.24%2025-12-312026-01-13

SJM SMUCKER J M CO2.8K shares-12.49%2025-12-312026-01-13

TGT TARGET CORP2.7K shares-7.61%2025-12-312026-01-13

USB US BANCORP DEL4.9K shares-5.65%2025-12-312026-01-13

FDX FEDEX CORP1.0K sharesnew addition2025-12-312026-01-13

VIG VANGUARD SPECIALIZED FUNDS1.2K shares0.09%2025-12-312026-01-13

IWS ISHARES TR1.6K shares0.80%2025-12-312026-01-13

AEIS ADVANCED ENERGY INDS1.1K sharesnew addition2025-12-312026-01-13

Sponsored

SCHD SCHWAB STRATEGIC TR8.1K shares-2.82%2025-12-312026-01-13

MO ALTRIA GROUP INC3.6K shares-3.06%2025-12-312026-01-13

BALL BALL CORP3.9K sharesnew addition2025-12-312026-01-13

RSPT INVESCO EXCHANGE TRADED FD T4.4K sharesnew addition2025-12-312026-01-13

SABR SABRE CORP10.6K shares0.00%2025-12-312026-01-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available