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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
SAMTAdvisors Inner Circle Fd Iii
Recent Activity
Decreased -1.64%
2.1%
$8.157M
279,969 shares@ $29.14 avg price
AAPLApple Inc
Recent Activity
Decreased -3.2%
1.99%
$7.731M
30,874 shares@ $250.42 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
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.9%
1.66%
$6.467M
26,978 shares@ $239.71 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 204.41%
1.53%
$5.945M
256,488 shares@ $23.18 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -2.41%
1.53%
$5.933M
24,041 shares@ $246.81 avg price
BNBrookfield Corp
Recent Activity
Increased 11.16%
1.33%
$5.178M
90,137 shares@ $57.46 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -2.66%
1.32%
$5.11M
47,504 shares@ $107.58 avg price
VCRVanguard World Fd
Recent Activity
Decreased -2.76%
1.28%
$4.967M
13,233 shares@ $375.39 avg price