Triangle Securities Wealth Management Top Holdings and 13F Report (2025) About Triangle Securities Wealth ManagementInvestment ActivityTriangle Securities Wealth Management has $441.77 million in total holdings as of September 30, 2025.Triangle Securities Wealth Management owns shares of 203 different stocks, but just 77 companies or ETFs make up 80% of its holdings.Approximately 4.94% of the portfolio was purchased this quarter.About 3.43% of the portfolio was sold this quarter.This quarter, Triangle Securities Wealth Management has purchased 202 new stocks and bought additional shares in 102 stocks.Triangle Securities Wealth Management sold shares of 77 stocks and completely divested from 4 stocks this quarter.Largest Holdings JPMorgan Active Value ETF $16,600,040Schwab U.S. Mid-Cap ETF $15,322,946Vanguard Information Technology ETF $15,319,434Microsoft $13,300,338SPDR S&P 600 Small Cap Value ETF $10,938,016 Largest New Holdings this Quarter 210322673 - ELEVATION SERIES TRUST $738,070 Holding191216100 - CocaCola $280,401 Holding02209S103 - Altria Group $247,923 HoldingH1467J104 - Chubb $246,122 Holding464288307 - iShares Morningstar Mid-Cap Growth ETF $212,774 Holding Largest Purchases this Quarter Microsoft 5,805 shares (about $3.01M)Apple 5,700 shares (about $1.45M)Oracle 4,436 shares (about $1.25M)JPMorgan Chase & Co. 3,191 shares (about $1.01M)Costco Wholesale 800 shares (about $740.50K) Largest Sales this Quarter The Goldman Sachs Group 6,598 shares (about $5.25M)Real Estate Select Sector SPDR Fund 46,275 shares (about $1.95M)2023 ETF SERIES TRUST 32,500 shares (about $1.02M)Broadcom 2,993 shares (about $987.42K)Strategas Macro Thematic Opportunities ETF 14,471 shares (about $539.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTriangle Securities Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJAVAJPMorgan Active Value ETF$16,600,040$31,928 ▲0.2%240,7203.8%ETFSCHMSchwab U.S. Mid-Cap ETF$15,322,946$43,245 ▼-0.3%516,9683.5%ETFVGTVanguard Information Technology ETF$15,319,434$618,213 ▲4.2%20,5183.5%ETFMSFTMicrosoft$13,300,338$3,006,677 ▲29.2%25,6793.0%Computer and TechnologySLYVSPDR S&P 600 Small Cap Value ETF$10,938,016$46,896 ▲0.4%123,3842.5%ETFGOOGAlphabet$10,705,990$271,315 ▲2.6%43,9582.4%Computer and TechnologySAMTStrategas Macro Thematic Opportunities ETF$9,779,405$539,335 ▼-5.2%262,3932.2%ETFIUSBiShares Core Total USD Bond Market ETF$8,918,407$130,181 ▲1.5%190,9312.0%ManufacturingIJHiShares Core S&P Mid-Cap ETF$8,552,948$305,024 ▲3.7%131,0601.9%ETFTORTOISE CAPITAL SERIES TRUS$8,362,005$131,257 ▼-1.5%229,4101.9%NORTH AMERN PIPEJPMJPMorgan Chase & Co.$8,145,053$1,006,540 ▲14.1%25,8221.8%FinanceIJRiShares Core S&P Small-Cap ETF$7,920,167$263,209 ▲3.4%66,6511.8%ETFKKRKKR & Co. Inc.$7,901,932$227,284 ▼-2.8%60,8071.8%FinanceAAPLApple$7,791,806$1,451,367 ▲22.9%30,6011.8%Computer and TechnologyBXBlackstone$7,529,820$213,903 ▼-2.8%44,0731.7%FinanceBNBrookfield$6,797,581$113,157 ▲1.7%99,1191.5%FinanceSCHXSchwab US Large-Cap ETF$6,769,879$181,456 ▼-2.6%257,0191.5%ETFLOWLowe's Companies$5,845,219$692,108 ▲13.4%23,2591.3%Retail/WholesaleCGXUCapital Group International Focus Equity ETF$5,713,590$57,907 ▼-1.0%192,8961.3%ETFAVGOBroadcom$5,673,132$987,421 ▼-14.8%17,1961.3%Computer and TechnologyGSThe Goldman Sachs Group$5,478,888$5,254,317 ▼-49.0%6,8801.2%FinanceVWOVanguard FTSE Emerging Markets ETF$5,409,244$67,996 ▼-1.2%99,8381.2%ETFXOMExxon Mobil$5,259,667$312,768 ▲6.3%46,6491.2%EnergyJSMLSmall Cap Growth Alpha ETF$5,131,773$76,722 ▲1.5%68,6271.2%ETFVCRVanguard Consumer Discretionary ETF$4,863,541$9,111 ▲0.2%12,2771.1%ETFKIESPDR S&P Insurance ETF$4,642,222$21,889 ▲0.5%78,2571.1%ETFORCLOracle$4,292,082$1,247,603 ▲41.0%15,2611.0%Computer and TechnologyFBNDFidelity Total Bond ETF$4,224,107$60,621 ▲1.5%91,3521.0%ETFVYMVanguard High Dividend Yield ETF$4,028,950$238,489 ▲6.3%28,5840.9%ETFMETAMeta Platforms$3,832,863$298,903 ▲8.5%5,2190.9%Computer and TechnologyRTXRTX$3,758,154$133,025 ▲3.7%22,4600.9%AerospaceVVisa$3,744,085$14,339 ▼-0.4%10,9670.8%Business ServicesDUKDuke Energy$3,709,535$127,834 ▲3.6%29,9760.8%UtilitiesAMZNAmazon.com$3,696,900$115,933 ▲3.2%16,8370.8%Retail/WholesaleJNJJohnson & Johnson$3,589,742$298,713 ▲9.1%19,3600.8%MedicalNVDANVIDIA$3,546,538$560 ▲0.0%19,0080.8%Computer and TechnologyBRK.BBerkshire Hathaway$3,521,191$168,418 ▲5.0%7,0040.8%FinanceBACBank of America$3,484,131$139,654 ▲4.2%67,5350.8%FinanceLLYEli Lilly and Company$3,474,702$126,658 ▼-3.5%4,5540.8%Medical2023 ETF SERIES TRUST$3,329,190$1,015,950 ▼-23.4%106,5000.8%EAGLE CAPITAL SECATCaterpillar$3,328,973$394,114 ▲13.4%6,9770.8%IndustrialsSCHASchwab US Small-Cap ETF$3,220,432$18,414 ▲0.6%115,4280.7%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$3,151,229$3,260 ▲0.1%32,8630.7%ETFSCHBSchwab US Broad Market ETF$3,012,534$11,081 ▲0.4%117,1740.7%ETFNEENextEra Energy$2,900,086$635,623 ▲28.1%38,4170.7%UtilitiesPEPPepsiCo$2,846,930$224,699 ▲8.6%20,2720.6%Consumer StaplesEMREmerson Electric$2,834,315$38,961 ▼-1.4%21,6060.6%IndustrialsWFCWells Fargo & Company$2,820,481$314,327 ▲12.5%33,6490.6%FinanceWABWabtec$2,803,172$7,818 ▼-0.3%13,9830.6%TransportationVUGVanguard Growth ETF$2,701,477$37,407 ▲1.4%5,6330.6%ETFSAGPStrategas Global Policy Opportunities ETF$2,659,171$113,354 ▼-4.1%77,2270.6%ETFENBEnbridge$2,558,827$339,848 ▲15.3%50,7100.6%EnergyLINDE PLC$2,484,272$8,075 ▼-0.3%5,2300.6%SHSIJSiShares S&P Small-Cap 600 Value ETF$2,465,780$1,659 ▲0.1%22,2970.6%ETFGRMNGarmin$2,383,512$63,281 ▼-2.6%9,6800.5%Computer and TechnologyCVXChevron$2,353,102$325,642 ▲16.1%15,1530.5%EnergyLAM RESEARCH CORP$2,336,787$18,076 ▼-0.8%17,4520.5%COM NEWPGProcter & Gamble$2,330,330$212,966 ▲10.1%15,1660.5%Consumer Staples2023 ETF SERIES TRUST II$2,279,560$228,647 ▲11.1%62,9890.5%GMO US QUALITY EXLREReal Estate Select Sector SPDR Fund$2,274,372$1,949,552 ▼-46.2%53,9850.5%ETFLYVLive Nation Entertainment$2,239,724$21,405 ▼-0.9%13,7070.5%Consumer DiscretionaryRSPInvesco S&P 500 Equal Weight ETF$2,233,875$100,350 ▼-4.3%11,7760.5%ETFCRMSalesforce$2,014,791$117,792 ▼-5.5%8,5010.5%Computer and TechnologyAMGNAmgen$1,914,163$316,911 ▲19.8%6,7830.4%MedicalUNHUnitedHealth Group$1,900,531$75,275 ▼-3.8%5,5040.4%MedicalDFIVDimensional International Value ETF$1,850,793$50,132 ▲2.8%40,1300.4%ETFCTVACorteva$1,803,839$50,452 ▲2.9%26,6720.4%Consumer StaplesROKRockwell Automation$1,724,854$3,146 ▼-0.2%4,9350.4%Computer and TechnologyVEEVVeeva Systems$1,712,983$9,533 ▼-0.6%5,7500.4%MedicalVTVanguard Total World Stock ETF$1,634,499$72,761 ▼-4.3%11,8610.4%ETFNOWServiceNow$1,536,868$26,688 ▲1.8%1,6700.3%Computer and TechnologyLHXL3Harris Technologies$1,526,439$163,700 ▲12.0%4,9980.3%AerospaceBRK.ABerkshire Hathaway$1,508,4000.0%20.3%FinanceSPYSPDR S&P 500 ETF Trust$1,504,888$86,603 ▼-5.4%2,2590.3%FinanceEAElectronic Arts$1,504,884$23,196 ▼-1.5%7,4610.3%Consumer DiscretionaryMSMorgan Stanley$1,446,377$32,587 ▲2.3%9,0990.3%FinanceXLKTechnology Select Sector SPDR Fund$1,395,2070.0%4,9500.3%ETFDHRDanaher$1,394,957$83,864 ▲6.4%7,0360.3%MedicalADSKAutodesk$1,371,064$29,226 ▼-2.1%4,3160.3%Computer and TechnologyWMTWalmart$1,360,864$200,961 ▲17.3%13,2050.3%Retail/WholesaleTMOThermo Fisher Scientific$1,360,481$67,418 ▲5.2%2,8050.3%MedicalVOXVanguard Communication Services ETF$1,336,580$59,320 ▲4.6%7,1200.3%ETFCOSTCostco Wholesale$1,328,279$740,504 ▲126.0%1,4350.3%Retail/WholesaleICEIntercontinental Exchange$1,308,900$7,413 ▼-0.6%7,7690.3%FinanceADBEAdobe$1,296,004$126,637 ▼-8.9%3,6740.3%Computer and TechnologyDISWalt Disney$1,285,226$322,537 ▲33.5%11,2250.3%Consumer DiscretionaryUSFDUS Foods$1,275,953$13,025 ▼-1.0%16,6530.3%Consumer StaplesAMTAmerican Tower$1,262,364$17,501 ▲1.4%6,5640.3%FinanceAMATApplied Materials$1,215,337$13,718 ▲1.1%5,9360.3%Computer and TechnologyDDDuPont de Nemours$1,207,270$30,069 ▼-2.4%15,4980.3%Basic MaterialsCPRTCopart$1,183,026$146,827 ▲14.2%26,3070.3%Business ServicesOTISOtis Worldwide$1,176,430$48,641 ▲4.3%12,8670.3%IndustrialsECLEcolab$1,167,465$95,029 ▲8.9%4,2630.3%Basic MaterialsGDGeneral Dynamics$1,160,423$20,460 ▼-1.7%3,4030.3%AerospaceLABCORP HOLDINGS INC$1,160,0090.0%4,0410.3%COM SHSCCitigroup$1,154,565$107,083 ▼-8.5%11,3750.3%Financial ServicesGOOGLAlphabet$1,154,482$484,985 ▲72.4%4,7490.3%Computer and TechnologyVOVanguard Mid-Cap ETF$1,139,417$14,393 ▲1.3%3,8790.3%ETFPANWPalo Alto Networks$1,134,571$12,217 ▼-1.1%5,5720.3%Computer and TechnologyMRKMerck & Co., Inc.$1,131,078$223,261 ▲24.6%13,4760.3%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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