Triangle Securities Wealth Management Q2 2025 Filing
Filed July 10, 2025
Portfolio Value
$406.4B
Holdings
202
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (202 positions)
| Stock | Value |
|---|---|
JAVAJ P MORGAN EXCHANGE TRADED F | $15.7M |
SCHMSCHWAB STRATEGIC TR | $14.5M |
VGTVANGUARD WORLD FD | $13.1M |
MSFTMICROSOFT CORP | $9.9M |
SLYVSPDR SERIES TRUST | $9.8M |
SAMTADVISORS INNER CIRCLE FD III | $9.5M |
IUSBISHARES TR | $8.7M |
GSGOLDMAN SACHS GROUP INC | $8.4M |
TPYPTORTOISE CAPITAL SERIES TRUS | $8.3M |
KKRKKR & CO INC | $8.3M |
IJHISHARES TR | $7.8M |
GOOGALPHABET INC | $7.6M |
IJRISHARES TR | $7.0M |
BXBLACKSTONE INC | $6.8M |
JPMJPMORGAN CHASE & CO. | $6.6M |
SCHXSCHWAB STRATEGIC TR | $6.4M |
BNBROOKFIELD CORP | $6.0M |
AVGOBROADCOM INC | $5.6M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $5.3M |
AAPLAPPLE INC | $5.1M |
VWOVANGUARD INTL EQUITY INDEX F | $5.0M |
XOMEXXON MOBIL CORP | $4.7M |
KIESPDR SERIES TRUST | $4.7M |
JSMLJANUS DETROIT STR TR | $4.6M |
LOWLOWES COS INC | $4.5M |
VCRVANGUARD WORLD FD | $4.4M |
EAGL2023 ETF SERIES TRUST | $4.2M |
XLRESELECT SECTOR SPDR TR | $4.2M |
FBNDFIDELITY MERRIMACK STR TR | $4.1M |
VVISA INC | $3.9M |
LLYELI LILLY & CO | $3.7M |
VYMVANGUARD WHITEHALL FDS | $3.6M |
AMZNAMAZON COM INC | $3.6M |
METAMETA PLATFORMS INC | $3.6M |
DUKDUKE ENERGY CORP NEW | $3.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.2M |
RTXRTX CORPORATION | $3.2M |
BACBANK AMERICA CORP | $3.1M |
NVDANVIDIA CORPORATION | $3.0M |
IJKISHARES TR | $3.0M |
WABWABTEC | $2.9M |
EMREMERSON ELEC CO | $2.9M |
SCHASCHWAB STRATEGIC TR | $2.9M |
SCHBSCHWAB STRATEGIC TR | $2.8M |
JNJJOHNSON & JOHNSON | $2.7M |
SAGPADVISORS INNER CIRCLE FD III | $2.7M |
PEPPEPSICO INC | $2.5M |
LINLINDE PLC | $2.5M |
CRMSALESFORCE INC | $2.5M |
VUGVANGUARD INDEX FDS | $2.4M |
WFCWELLS FARGO CO NEW | $2.4M |
CATCATERPILLAR INC | $2.4M |
ORCLORACLE CORP | $2.4M |
RSPINVESCO EXCHANGE TRADED FD T | $2.2M |
IJSISHARES TR | $2.2M |
PGPROCTER AND GAMBLE CO | $2.2M |
LYVLIVE NATION ENTERTAINMENT IN | $2.1M |
NEENEXTERA ENERGY INC | $2.1M |
GRMNGARMIN LTD | $2.1M |
ENBENBRIDGE INC | $2.0M |
QLTY2023 ETF SERIES TRUST II | $1.9M |
CTVACORTEVA INC | $1.9M |
CVXCHEVRON CORP NEW | $1.9M |
UNHUNITEDHEALTH GROUP INC | $1.8M |
LRCXLAM RESEARCH CORP | $1.7M |
NOWSERVICENOW INC | $1.7M |
DFIVDIMENSIONAL ETF TRUST | $1.7M |
VEEVVEEVA SYS INC | $1.7M |
ROKROCKWELL AUTOMATION INC | $1.6M |
VTVANGUARD INTL EQUITY INDEX F | $1.6M |
AMGNAMGEN INC | $1.6M |
ADBEADOBE INC | $1.6M |
SPYSPDR S&P 500 ETF TR | $1.5M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.5M |
ICEINTERCONTINENTAL EXCHANGE IN | $1.4M |
AMTAMERICAN TOWER CORP NEW | $1.4M |
KMXCARMAX INC | $1.4M |
ADSKAUTODESK INC | $1.4M |
DHRDANAHER CORPORATION | $1.3M |
ROPROPER TECHNOLOGIES INC | $1.3M |
USFDUS FOODS HLDG CORP | $1.3M |
XLKSELECT SECTOR SPDR TR | $1.3M |
DWDMORGAN STANLEY | $1.3M |
OTISOTIS WORLDWIDE CORP | $1.2M |
EAELECTRONIC ARTS INC | $1.2M |
FCNCAFIRST CTZNS BANCSHARES INC N | $1.2M |
VOXVANGUARD WORLD FD | $1.2M |
PANWPALO ALTO NETWORKS INC | $1.2M |
CPRTCOPART INC | $1.1M |
LHXL3HARRIS TECHNOLOGIES INC | $1.1M |
STZCONSTELLATION BRANDS INC | $1.1M |
WMTWALMART INC | $1.1M |
VHTVANGUARD WORLD FD | $1.1M |
DDDUPONT DE NEMOURS INC | $1.1M |
MCOMOODYS CORP | $1.1M |
COPCONOCOPHILLIPS | $1.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.1M |
AMATAPPLIED MATLS INC | $1.1M |
VOVANGUARD INDEX FDS | $1.1M |
TFCTRUIST FINL CORP | $1.1M |
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