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Cathy Thomas

@Triangle Securities Wealth Management

Latest period2024 - Q4ReportedManaged Assets$389.863MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LRCXLam Research Corp
Recent Activity
Exited
0%
$1.52M
1,862 shares@ $816.16 avg price
BAXBaxter Intl Inc
Recent Activity
Exited
0%
$1.072M
28,244 shares@ $37.98 avg price
NKENike Inc
Recent Activity
Exited
0%
$522,532
5,911 shares@ $88.4 avg price
ELLauder Estee Cos Inc
Recent Activity
Exited
0%
$381,877
3,831 shares@ $99.69 avg price
VVVanguard Index Fds
Recent Activity
Exited
0%
$265,396
1,008 shares@ $263.29 avg price
DOWDow Inc
Recent Activity
Exited
0%
$248,567
4,550 shares@ $54.64 avg price
MKCMccormick & Co Inc
Recent Activity
Exited
0%
$206,573
2,510 shares@ $82.3 avg price
SBUXStarbucks Corp
Recent Activity
Exited
0%
$204,047
2,093 shares@ $97.5 avg price
LMTLockheed Martin Corp
Recent Activity
Exited
0%
$204,011
349 shares@ $584.56 avg price
TEQIT Rowe Price Etf Inc
Recent Activity
Exited
0%
$201,038
4,813 shares@ $41.77 avg price