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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
LYVLive Nation Entertainment In
Recent Activity
Decreased -1.93%
0.49%
$1.881M
14,528 shares@ $129.5 avg price
ADBEAdobe Inc
Recent Activity
Decreased -2.98%
0.48%
$1.865M
4,193 shares@ $444.68 avg price
BDXBecton Dickinson & Co
Recent Activity
Decreased -2.33%
0.47%
$1.8M
7,935 shares@ $226.87 avg price
AMGNAmgen Inc
Recent Activity
Decreased -2.09%
0.47%
$1.795M
6,886 shares@ $260.64 avg price
STZConstellation Brands Inc
Recent Activity
Decreased -1.64%
0.44%
$1.706M
7,722 shares@ $220.99 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.52%
0.42%
$1.61M
2,747 shares@ $586.08 avg price
NOWServicenow Inc
Recent Activity
Decreased -1.82%
0.41%
$1.594M
1,504 shares@ $1060.12 avg price
CTVACorteva Inc
Recent Activity
Decreased -1.56%
0.41%
$1.562M
27,424 shares@ $56.96 avg price
ROKRockwell Automation Inc
Recent Activity
Decreased -3.07%
0.37%
$1.424M
4,982 shares@ $285.78 avg price
VTVanguard Intl Equity Index F
Recent Activity
Decreased -5.36%
0.36%
$1.403M
11,945 shares@ $117.49 avg price