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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
JSMLJanus Detroit Str Tr
Recent Activity
Increased 15.76%
0.33%
$1.279M
19,509 shares@ $65.56 avg price
QLTY2023 Etf Series Trust Ii
Recent Activity
Increased 8.48%
0.31%
$1.176M
36,797 shares@ $31.97 avg price
KMXCarmax Inc
Recent Activity
Increased 0.18%
0.3%
$1.164M
14,235 shares@ $81.77 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 2.1%
0.29%
$1.115M
6,080 shares@ $183.43 avg price
CPRTCopart Inc
Recent Activity
Increased 25.61%
0.28%
$1.09M
18,985 shares@ $57.39 avg price
VHTVanguard World Fd
Recent Activity
Increased 101.08%
0.27%
$1.042M
4,108 shares@ $253.71 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 100%
0.27%
$1.025M
5,632 shares@ $181.97 avg price
VOXVanguard World Fd
Recent Activity
Increased 5.62%
0.26%
$1.008M
6,504 shares@ $154.96 avg price
TGTTarget Corp
Recent Activity
Increased 0.16%
0.23%
$881,644
6,522 shares@ $135.19 avg price
DHRDanaher Corporation
Recent Activity
Increased 62.45%
0.23%
$859,894
3,746 shares@ $229.55 avg price