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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
JAVAJ P Morgan Exchange Traded F
Recent Activity
Increased 3.19%
3.82%
$14.858M
234,725 shares@ $63.3 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 196.72%
3.6%
$14.015M
505,792 shares@ $27.71 avg price
IUSBIshares Tr
Recent Activity
Increased 2.77%
2.21%
$8.578M
189,781 shares@ $45.2 avg price
IJHIshares Tr
Recent Activity
Increased 4.13%
1.84%
$7.171M
115,083 shares@ $62.32 avg price
IJRIshares Tr
Recent Activity
Increased 0.82%
1.77%
$6.874M
59,658 shares@ $115.22 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 204.41%
1.53%
$5.945M
256,488 shares@ $23.18 avg price
BNBrookfield Corp
Recent Activity
Increased 11.16%
1.33%
$5.178M
90,137 shares@ $57.46 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 1.6%
1.12%
$4.364M
99,085 shares@ $44.05 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 3.21%
0.93%
$3.601M
28,222 shares@ $127.6 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 3.45%
0.85%
$3.296M
30,589 shares@ $107.74 avg price