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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
AVGOBroadcom Inc
Recent Activity
Decreased -2.11%
1.23%
$4.793M
20,673 shares@ $231.84 avg price
KIESpdr Ser Tr
Recent Activity
Decreased -0.99%
1.2%
$4.658M
82,413 shares@ $56.53 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 1.6%
1.12%
$4.364M
99,085 shares@ $44.05 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -2.55%
1.1%
$4.264M
7,447 shares@ $572.62 avg price
EAGL2023 Etf Series Trust
Recent Activity
New Position
1.01%
$3.911M
140,440 shares@ $27.85 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -6.54%
0.97%
$3.779M
17,223 shares@ $219.4 avg price
VVisa Inc
Recent Activity
Decreased -2.77%
0.94%
$3.647M
11,538 shares@ $316.06 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 3.21%
0.93%
$3.601M
28,222 shares@ $127.6 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -3.27%
0.87%
$3.384M
7,465 shares@ $453.28 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 3.45%
0.85%
$3.296M
30,589 shares@ $107.74 avg price