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
WMTWalmart Inc
Recent Activity
Decreased -1.62%
0.32%
$1.234M
13,655 shares@ $90.35 avg price
ICEIntercontinental Exchange In
Recent Activity
Decreased -3.34%
0.32%
$1.219M
8,177 shares@ $149.02 avg price
VEEVVeeva Sys Inc
Recent Activity
Decreased -1.07%
0.32%
$1.218M
5,792 shares@ $210.25 avg price
ROPRoper Technologies Inc
Recent Activity
Decreased -3.64%
0.32%
$1.211M
2,329 shares@ $519.86 avg price
MSMorgan Stanley
Recent Activity
Decreased -5.79%
0.31%
$1.187M
9,442 shares@ $125.72 avg price
LHXL3harris Technologies Inc
Recent Activity
Decreased -1.99%
0.31%
$1.187M
5,644 shares@ $210.28 avg price
QLTY2023 Etf Series Trust Ii
Recent Activity
Increased 8.48%
0.31%
$1.176M
36,797 shares@ $31.97 avg price
KMXCarmax Inc
Recent Activity
Increased 0.18%
0.3%
$1.164M
14,235 shares@ $81.77 avg price
XLKSelect Sector Spdr Tr
Recent Activity
0.29%
$1.122M
4,825 shares@ $232.52 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 2.1%
0.29%
$1.115M
6,080 shares@ $183.43 avg price