HoldingsChannel.com
Triangle Securities Wealth Management Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 186,175 +6,391 $10,526
     SCHM186,175+6,391$10,526
VANGUARD WORLD FDS (VGT) 34,362 -2,148 $7,407
     VGT34,362-2,148$7,407
MANAGED PORTFOLIO SER 235,267 +15,253 $5,505
     TPYP235,267+15,253$5,505
MICROSOFT CORP 38,939 -85 $5,414
     MSFT38,939-85$5,414
ISHARES TR (IJS) 34,092 -493 $5,120
     IJS34,092-493$5,120
LOWES COS INC 38,119 -910 $4,192
     LOW38,119-910$4,192
SPDR SERIES TRUST (SLYV) 64,139 +1,371 $3,929
     SLYV64,139+1,371$3,929
ALPHABET INC 3,145 -73 $3,834
     GOOG3,145-73$3,834
JPMORGAN CHASE & CO 31,181 -434 $3,670
     JPM31,181-434$3,670
EXXON MOBIL CORP 51,475 +3,992 $3,635
     XOM51,475+3,992$3,635
VANGUARD WORLD FDS (VCR) 18,668 +130 $3,362
     VCR18,668+130$3,362
APPLE INC 14,921 +361 $3,342
     AAPL14,921+361$3,342
UNITED TECHNOLOGIES CORP 23,868 -29 $3,259
     UTX23,868-29$3,259
PEPSICO INC 23,564 -1,329 $3,231
     PEP23,564-1,329$3,231
VISA INC 18,604 -497 $3,200
     V18,604-497$3,200
SPDR SERIES TRUST (KIE) 89,225 +55 $3,143
     KIE89,225+55$3,143
PROCTER & GAMBLE CO 25,090 -1,668 $3,121
     PG25,090-1,668$3,121
ISHARES TR (IJR) 39,620 +1,541 $3,084
     IJR39,620+1,541$3,084
DISNEY WALT CO 23,598 -1,725 $3,075
     DIS23,598-1,725$3,075
JOHNSON & JOHNSON 23,450 -459 $3,034
     JNJ23,450-459$3,034
VANGUARD WHITEHALL FDS INC (VYM) 32,933 -238 $2,922
     VYM32,933-238$2,922
VERIZON COMMUNICATIONS INC 45,169 +1,035 $2,726
     VZ45,169+1,035$2,726
WELLS FARGO CO NEW 48,602 +2,351 $2,451
     WFC48,602+2,351$2,451
SCHWAB STRATEGIC TR 34,025 +5,482 $2,413
     SCHX34,025+5,482$2,413
BB&T CORP 44,720 -180 $2,387
     BBT44,720-180$2,387
ENBRIDGE INC 63,130 +531 $2,215
     ENB63,130+531$2,215
AMGEN INC 11,382 -120 $2,203
     AMGN11,382-120$2,203
DUKE ENERGY CORP NEW 22,957 +627 $2,201
     DUK22,957+627$2,201
CITIGROUP INC 30,342 +805 $2,096
     C30,342+805$2,096
CHEVRON CORP NEW 16,778 +646 $1,990
     CVX16,778+646$1,990
BERKSHIRE HATHAWAY INC DEL      $1,967
     BRK.B9,454-10$1,967
ADOBE INC 6,963 -2 $1,924
     ADBE6,963-2$1,924
BRISTOL MYERS SQUIBB CO 37,764 -516 $1,915
     BMY37,764-516$1,915
BANK AMER CORP 63,721 +6,136 $1,859
     BAC63,721+6,136$1,859
AMERICAN TOWER CORP NEW 8,232 -1,136 $1,820
     AMT8,232-1,136$1,820
NEXTERA ENERGY INC 7,721 -78 $1,799
     NEE7,721-78$1,799
INTEL CORP 34,095 +617 $1,757
     INTC34,095+617$1,757
CVS HEALTH CORP 26,431 +363 $1,667
     CVS26,431+363$1,667
ORACLE CORP 30,245 -489 $1,664
     ORCL30,245-489$1,664
WABTEC CORP 23,137 -205 $1,663
     WAB23,137-205$1,663
US BANCORP DEL 29,718 -283 $1,645
     USB29,718-283$1,645
GOLDMAN SACHS GROUP INC 7,928 +92 $1,643
     GS7,928+92$1,643
SPDR S&P 500 ETF TR (SPY) 5,364 -25 $1,592
     SPY5,364-25$1,592
EMERSON ELEC CO 23,542 +530 $1,574
     EMR23,542+530$1,574
MEDTRONIC PLC 13,570 -321 $1,474
     MDT13,570-321$1,474
BIOGEN INC 6,311 -380 $1,469
     BIIB6,311-380$1,469
DOMINION ENERGY INC 17,607 -68 $1,427
     D17,607-68$1,427
SALESFORCE COM INC 9,424 -3,300 $1,399
     CRM9,424-3,300$1,399
LILLY ELI & CO 12,495 -50 $1,397
     LLY12,495-50$1,397
AMAZON COM INC 796 +49 $1,382
     AMZN796+49$1,382

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 09/30/2019: $204,539
At 06/30/2019: $196,855

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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