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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
BACBank America Corp
Recent Activity
Decreased -4.19%
0.82%
$3.188M
72,543 shares@ $43.96 avg price
PEPPepsico Inc
Recent Activity
Decreased -0.98%
0.78%
$3.011M
19,801 shares@ $152.07 avg price
CRMSalesforce Inc
Recent Activity
Decreased -1.95%
0.76%
$2.933M
8,772 shares@ $334.34 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.2%
0.75%
$2.892M
19,996 shares@ $144.63 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -4.84%
0.74%
$2.852M
3,694 shares@ $772.0 avg price
WABWabtec
Recent Activity
Decreased -1.89%
0.73%
$2.822M
14,886 shares@ $189.6 avg price
RTXRtx Corporation
Recent Activity
Decreased -1.86%
0.71%
$2.74M
23,675 shares@ $115.72 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -3.51%
0.71%
$2.736M
4,673 shares@ $585.53 avg price
IJKIshares Tr
Recent Activity
Increased 5.81%
0.68%
$2.634M
28,965 shares@ $90.93 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 106.3%
0.68%
$2.632M
101,761 shares@ $25.86 avg price