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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SAGPAdvisors Inner Circle Fd Iii
| 0.59% | $2.268M 79,622 shares@ $28.49 avg price | Increased 0.03% |
ENBEnbridge Inc
| 0.59% | $2.263M 53,335 shares@ $42.43 avg price | Decreased -1.75% |
LINLinde Plc
| 0.58% | $2.259M 5,395 shares@ $418.68 avg price | Decreased -2.67% |
SCHBSchwab Strategic Tr
| 0.58% | $2.228M 98,143 shares@ $22.7 avg price | Increased 196.61% |
GRMNGarmin Ltd
| 0.57% | $2.215M 10,739 shares@ $206.27 avg price | Decreased -2.45% |
VUGVanguard Index Fds
| 0.57% | $2.199M 5,358 shares@ $410.42 avg price | Increased 4.23% |
NVDANvidia Corporation
| 0.57% | $2.195M 16,343 shares@ $134.3 avg price | Decreased -8.77% |
RSPInvesco Exchange Traded Fd T
| 0.53% | $2.042M 11,655 shares@ $175.24 avg price | Decreased -3.97% |
XLRESelect Sector Spdr Tr
| 0.49% | $1.91M 46,959 shares@ $40.68 avg price | Increased 19.8% |
FBNDFidelity Merrimack Str Tr
| 0.49% | $1.888M 42,077 shares@ $44.87 avg price | Increased 49.68% |