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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
JAVAJ P Morgan Exchange Traded F
Recent Activity
Increased 3.19%
3.82%
$14.858M
234,725 shares@ $63.3 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 196.72%
3.6%
$14.015M
505,792 shares@ $27.71 avg price
VGTVanguard World Fd
Recent Activity
Decreased -1.53%
3.45%
$13.432M
21,602 shares@ $621.81 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.14%
2.88%
$11.2M
26,571 shares@ $421.5 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -0.47%
2.79%
$10.846M
124,314 shares@ $87.25 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -2.02%
2.32%
$9.031M
47,424 shares@ $190.45 avg price
KKRKkr & Co Inc
Recent Activity
Decreased -7.72%
2.31%
$8.999M
60,842 shares@ $147.91 avg price
IUSBIshares Tr
Recent Activity
Increased 2.77%
2.21%
$8.578M
189,781 shares@ $45.2 avg price
TPYPManaged Portfolio Series
Recent Activity
Decreased -4.37%
2.16%
$8.393M
246,200 shares@ $34.09 avg price
BXBlackstone Inc
Recent Activity
Decreased -5.27%
2.11%
$8.21M
47,618 shares@ $172.42 avg price