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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
ORCLOracle Corp
Recent Activity
Decreased -0.97%
0.67%
$2.606M
15,636 shares@ $166.65 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.53%
0.67%
$2.582M
15,399 shares@ $167.65 avg price
EMREmerson Elec Co
Recent Activity
Decreased -1.85%
0.66%
$2.548M
20,558 shares@ $123.94 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 18.62%
0.64%
$2.472M
4,887 shares@ $505.87 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -1.76%
0.64%
$2.463M
35,061 shares@ $70.25 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -2.91%
0.63%
$2.452M
56,532 shares@ $43.38 avg price
CATCaterpillar Inc
Recent Activity
Decreased -4.42%
0.63%
$2.419M
6,668 shares@ $362.77 avg price
NEENextera Energy Inc
Recent Activity
Decreased -2.17%
0.62%
$2.416M
33,700 shares@ $71.7 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.29%
0.61%
$2.35M
16,227 shares@ $144.85 avg price
IJSIshares Tr
Recent Activity
Increased 0.25%
0.61%
$2.346M
21,598 shares@ $108.61 avg price