Cathy Thomas

@Triangle Securities Wealth Management

Latest period2024 - Q4

Reported3d ago

Managed Assets$389.863M

Total holdings198

Assets growth rate0.77%

Assets growth rate (2-Q avg)5.02%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Triangle Securities Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 198 positions.

Assets under management

The assets under management (AUM) of Triangle Securities Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 389.863M in assets, with a quarterly growth rate of 0.77% and a 2-quarter average growth rate of 5.02%. The portfolio is managed by Cathy Thomas, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EAGL2023 Etf Series Trust Recent Activity New Position	1.01%	$3.911M 140,440 shares@ $27.85 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.35%	$1.336M 18,496 shares@ $72.23 avg price	New Position
ASMLAsml Holding N V Recent Activity New Position	0.14%	$517,038 746 shares@ $693.09 avg price	New Position
SCHDSchwab Strategic Tr Recent Activity New Position	0.11%	$420,650 15,397 shares@ $27.33 avg price	New Position
HSYHershey Co Recent Activity New Position	0.11%	$409,827 2,420 shares@ $169.35 avg price	New Position
FLEXFlex Ltd Recent Activity New Position	0.06%	$227,614 5,929 shares@ $38.39 avg price	New Position
LUVSouthwest Airls Co Recent Activity New Position	0.06%	$225,859 6,718 shares@ $33.62 avg price	New Position
GEVGe Vernova Inc Recent Activity New Position	0.06%	$213,476 649 shares@ $328.94 avg price	New Position
WTWWillis Towers Watson Plc Ltd Recent Activity New Position	0.06%	$200,474 640 shares@ $313.25 avg price	New Position