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
IJKIshares Tr Recent Activity Increased 5.81%	0.68%	$2.634M 28,965 shares@ $90.93 avg price	Increased 5.81%
SCHASchwab Strategic Tr Recent Activity Increased 106.3%	0.68%	$2.632M 101,761 shares@ $25.86 avg price	Increased 106.3%
UNHUnitedhealth Group Inc Recent Activity Increased 18.62%	0.64%	$2.472M 4,887 shares@ $505.87 avg price	Increased 18.62%
IJSIshares Tr Recent Activity Increased 0.25%	0.61%	$2.346M 21,598 shares@ $108.61 avg price	Increased 0.25%
SAGPAdvisors Inner Circle Fd Iii Recent Activity Increased 0.03%	0.59%	$2.268M 79,622 shares@ $28.49 avg price	Increased 0.03%
SCHBSchwab Strategic Tr Recent Activity Increased 196.61%	0.58%	$2.228M 98,143 shares@ $22.7 avg price	Increased 196.61%
VUGVanguard Index Fds Recent Activity Increased 4.23%	0.57%	$2.199M 5,358 shares@ $410.42 avg price	Increased 4.23%
XLRESelect Sector Spdr Tr Recent Activity Increased 19.8%	0.49%	$1.91M 46,959 shares@ $40.68 avg price	Increased 19.8%
FBNDFidelity Merrimack Str Tr Recent Activity Increased 49.68%	0.49%	$1.888M 42,077 shares@ $44.87 avg price	Increased 49.68%
SPYSpdr S&p 500 Etf Tr Recent Activity Increased 1.52%	0.42%	$1.61M 2,747 shares@ $586.08 avg price	Increased 1.52%