test

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
DDDupont De Nemours Inc
Recent Activity
Decreased -1.79%
0.36%
$1.395M
18,294 shares@ $76.26 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -1.72%
0.35%
$1.351M
13,579 shares@ $99.48 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.35%
$1.336M
18,496 shares@ $72.23 avg price
ADSKAutodesk Inc
Recent Activity
Decreased -2.84%
0.34%
$1.321M
4,470 shares@ $295.58 avg price
JSMLJanus Detroit Str Tr
Recent Activity
Increased 15.76%
0.33%
$1.279M
19,509 shares@ $65.56 avg price
OTISOtis Worldwide Corp
Recent Activity
Decreased -4.44%
0.33%
$1.275M
13,766 shares@ $92.61 avg price
EAElectronic Arts Inc
Recent Activity
Decreased -1.34%
0.33%
$1.248M
8,528 shares@ $146.3 avg price
COPConocophillips
Recent Activity
Decreased -2.04%
0.32%
$1.241M
12,509 shares@ $99.18 avg price
USFDUs Foods Hldg Corp
Recent Activity
Decreased -3.46%
0.32%
$1.237M
18,341 shares@ $67.47 avg price
DISDisney Walt Co
Recent Activity
Decreased -3.63%
0.32%
$1.235M
11,093 shares@ $111.35 avg price