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Triangle Securities Wealth Management Top Holdings
As of  06/30/2022, below is a summary of the Triangle Securities Wealth Management top holdings by largest position size, as per the latest 13f filing made by Triangle Securities Wealth Management. In the Triangle Securities Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Triangle Securities Wealth Management in that top holding, then the share count change between reporting periods, and finally the Triangle Securities Wealth Management top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 167,371 +740 $10,499
     SCHM167,371+740$10,499
VANGUARD WORLD FDS (VGT) 25,228 +22 $8,238
     VGT25,228+22$8,238
SPDR SER TR (SLYV) 113,205 -908 $8,197
     SLYV113,205-908$8,197
MICROSOFT CORP 30,968 -700 $7,954
     MSFT30,968-700$7,954
ALPHABET INC 2,803 +13 $6,131
     GOOG2,803+13$6,131
BLACKSTONE INC 58,172 -2,697 $5,307
     BX58,172-2,697$5,307
APPLE INC 37,211 +1,024 $5,088
     AAPL37,211+1,024$5,088
SCHWAB STRATEGIC TR 109,438 -1,878 $4,887
     SCHX109,438-1,878$4,887
MANAGED PORTFOLIO SERIES 199,524 -3,361 $4,838
     TPYP199,524-3,361$4,838
LOWES COS INC 27,231 -356 $4,756
     LOW27,231-356$4,756
EXXON MOBIL CORP 51,709 +434 $4,428
     XOM51,709+434$4,428
ISHARES TR (IJR) 47,297 +1,600 $4,371
     IJR47,297+1,600$4,371
KKR & CO INC 82,606 +2,546 $3,824
     KKR82,606+2,546$3,824
JPMORGAN CHASE & CO 31,422 +870 $3,538
     JPM31,422+870$3,538
JOHNSON & JOHNSON 19,847 -185 $3,523
     JNJ19,847-185$3,523
SPDR SER TR (KIE) 92,496 +1,340 $3,501
     KIE92,496+1,340$3,501
PEPSICO INC 20,789 -89 $3,465
     PEP20,789-89$3,465
ISHARES TR (IJH) 15,152 +1,075 $3,428
     IJH15,152+1,075$3,428
VANGUARD WORLD FDS (VCR) 13,721 -1,116 $3,121
     VCR13,721-1,116$3,121
BRISTOL MYERS SQUIBB CO 37,815 -1,378 $2,912
     BMY37,815-1,378$2,912
VANGUARD WHITEHALL FDS (VYM) 28,265 -447 $2,875
     VYM28,265-447$2,875
TRUIST FINL CORP 60,546 +732 $2,872
     TFC60,546+732$2,872
DUKE ENERGY CORP NEW 25,841 -170 $2,770
     DUK25,841-170$2,770
PROCTER AND GAMBLE CO 19,221 -305 $2,764
     PG19,221-305$2,764
BERKSHIRE HATHAWAY INC DEL      $2,720
     BRK.B9,962+121$2,720
BK OF AMERICA CORP 84,311 +3,295 $2,625
     BAC84,311+3,295$2,625
VISA INC 13,165 +238 $2,592
     V13,165+238$2,592
RAYTHEON TECHNOLOGIES CORP 26,962 -266 $2,591
     RTX26,962-266$2,591
GOLDMAN SACHS GROUP INC 8,679 +95 $2,578
     GS8,679+95$2,578
CVS HEALTH CORP 26,949 -1,008 $2,497
     CVS26,949-1,008$2,497
ENBRIDGE INC 57,799 -1,884 $2,443
     ENB57,799-1,884$2,443
CHEVRON CORP NEW 16,630 -186 $2,408
     CVX16,630-186$2,408
UNITEDHEALTH GROUP INC 4,660 -236 $2,394
     UNH4,660-236$2,394
NEXTERA ENERGY INC 29,465 +2,262 $2,282
     NEE29,465+2,262$2,282
AMAZON COM INC 21,005 +19,961 $2,231
     AMZN21,005+19,961$2,231
VERIZON COMMUNICATIONS INC 43,835 +736 $2,225
     VZ43,835+736$2,225
L3HARRIS TECHNOLOGIES INC 9,038 -34 $2,184
     LHX9,038-34$2,184
LILLY ELI & CO 6,571 -568 $2,131
     LLY6,571-568$2,131
DOMINION ENERGY INC 26,653 +51 $2,127
     D26,653+51$2,127
AMGEN INC 8,289 -74 $2,017
     AMGN8,289-74$2,017
BECTON DICKINSON & CO 8,076 +187 $1,991
     BDX8,076+187$1,991
COCA COLA CO 30,696 +292 $1,931
     KO30,696+292$1,931
EMERSON ELEC CO 24,182 +585 $1,923
     EMR24,182+585$1,923
ADOBE SYSTEMS INCORPORATED 5,212 +170 $1,908
     ADBE5,212+170$1,908
CONSTELLATION BRANDS INC 8,131 +1 $1,895
     STZ8,131+1$1,895
SALESFORCE INC 10,818 +370 $1,785
     CRM10,818+370$1,785
ISHARES TR (IJS) 19,966 +506 $1,778
     IJS19,966+506$1,778
SCHWAB STRATEGIC TR 45,586 -409 $1,777
     SCHA45,586-409$1,777
MERCK & CO INC 18,532 +130 $1,690
     MRK18,532+130$1,690
LINDE PLC 5,778 +314 $1,661
     LIN5,778+314$1,661

See Full List: All Stocks Held By Triangle Securities Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Triangle Securities Wealth Management

Size ($ in 1000's)
At 06/30/2022: $256,681
At 03/31/2022: $298,709

Triangle Securities Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Triangle Securities Wealth Management 13F filings. Link to 13F filings: SEC filings

Triangle Securities Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

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