HoldingsChannel.com
| Entity | Amount | Change
03/31/2019 to 06/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
179,784 | +10,041 | $10,323 |
| SCHM | 179,784 | +10,041 | $10,323 |
| VANGUARD WORLD FDS (VGT) |
36,510 | -1,863 | $7,821 |
| VGT | 36,510 | -1,863 | $7,821 |
| MICROSOFT CORP |
39,024 | -741 | $5,345 |
| MSFT | 39,024 | -741 | $5,345 |
| MANAGED PORTFOLIO SER |
220,014 | +37,736 | $5,313 |
| TPYP | 220,014 | +37,736 | $5,313 |
| ISHARES TR (IJS) |
34,585 | +247 | $5,120 |
| IJS | 34,585 | +247 | $5,120 |
| LOWES COS INC |
39,029 | -1,936 | $4,085 |
| LOW | 39,029 | -1,936 | $4,085 |
| SPDR SERIES TRUST (SLYV) |
62,768 | +1,100 | $3,787 |
| SLYV | 62,768 | +1,100 | $3,787 |
| EXXON MOBIL CORP |
47,483 | -380 | $3,631 |
| XOM | 47,483 | -380 | $3,631 |
| ALPHABET INC |
3,218 | -41 | $3,592 |
| GOOG | 3,218 | -41 | $3,592 |
| DISNEY WALT CO |
25,323 | -2,136 | $3,571 |
| DIS | 25,323 | -2,136 | $3,571 |
| JPMORGAN CHASE & CO |
31,615 | -727 | $3,568 |
| JPM | 31,615 | -727 | $3,568 |
| VANGUARD WORLD FDS (VCR) |
18,538 | +170 | $3,390 |
| VCR | 18,538 | +170 | $3,390 |
| JOHNSON & JOHNSON |
23,909 | -478 | $3,370 |
| JNJ | 23,909 | -478 | $3,370 |
| VISA INC |
19,101 | -688 | $3,365 |
| V | 19,101 | -688 | $3,365 |
| PEPSICO INC |
24,893 | +799 | $3,300 |
| PEP | 24,893 | +799 | $3,300 |
| UNITED TECHNOLOGIES CORP |
23,897 | +100 | $3,127 |
| UTX | 23,897 | +100 | $3,127 |
| SPDR SERIES TRUST (KIE) |
89,170 | -9,375 | $3,108 |
| KIE | 89,170 | -9,375 | $3,108 |
| PROCTER AND GAMBLE CO |
26,758 | -2,834 | $3,052 |
| PG | 26,758 | -2,834 | $3,052 |
| ISHARES TR (IJR) |
38,079 | +3,519 | $2,967 |
| IJR | 38,079 | +3,519 | $2,967 |
| VANGUARD WHITEHALL FDS INC (VYM) |
33,171 | +218 | $2,924 |
| VYM | 33,171 | +218 | $2,924 |
| APPLE INC |
14,560 | -283 | $2,912 |
| AAPL | 14,560 | -283 | $2,912 |
| VERIZON COMMUNICATIONS INC |
44,134 | -81 | $2,555 |
| VZ | 44,134 | -81 | $2,555 |
| ENBRIDGE INC |
62,599 | +1,575 | $2,252 |
| ENB | 62,599 | +1,575 | $2,252 |
| BB&T CORP |
44,900 | -2,475 | $2,218 |
| BBT | 44,900 | -2,475 | $2,218 |
| WELLS FARGO CO NEW |
46,251 | +109 | $2,198 |
| WFC | 46,251 | +109 | $2,198 |
| ADOBE INC |
6,965 | -366 | $2,110 |
| ADBE | 6,965 | -366 | $2,110 |
| CITIGROUP INC |
29,537 | +2,056 | $2,101 |
| C | 29,537 | +2,056 | $2,101 |
| AMGEN INC |
11,502 | +85 | $2,096 |
| AMGN | 11,502 | +85 | $2,096 |
 BERKSHIRE HATHAWAY INC DEL |
$2,036 | ||
| BRK.B | 9,464 | +387 | $2,036 |
| SCHWAB STRATEGIC TR |
28,543 | +2,303 | $2,027 |
| SCHX | 28,543 | +2,303 | $2,027 |
| DUKE ENERGY CORP NEW |
22,330 | +936 | $2,002 |
| DUK | 22,330 | +936 | $2,002 |
| CHEVRON CORP NEW |
16,132 | +474 | $1,994 |
| CVX | 16,132 | +474 | $1,994 |
| AMERICAN TOWER CORP NEW |
9,368 | -1,068 | $1,957 |
| AMT | 9,368 | -1,068 | $1,957 |
| SALESFORCE COM INC |
12,724 | +370 | $1,944 |
| CRM | 12,724 | +370 | $1,944 |
| ORACLE CORP |
30,734 | -9,710 | $1,830 |
| ORCL | 30,734 | -9,710 | $1,830 |
| BRISTOL MYERS SQUIBB CO |
38,280 | +2,190 | $1,752 |
| BMY | 38,280 | +2,190 | $1,752 |
| WABTEC CORP |
23,342 | +1,350 | $1,724 |
| WAB | 23,342 | +1,350 | $1,724 |
| BANK AMER CORP |
57,585 | +5,002 | $1,681 |
| BAC | 57,585 | +5,002 | $1,681 |
| NEXTERA ENERGY INC |
7,799 | -769 | $1,631 |
| NEE | 7,799 | -769 | $1,631 |
| GOLDMAN SACHS GROUP INC |
7,836 | +434 | $1,612 |
| GS | 7,836 | +434 | $1,612 |
| INTEL CORP |
33,478 | +2,305 | $1,601 |
| INTC | 33,478 | +2,305 | $1,601 |
| SPDR S&P 500 ETF TR (SPY) |
5,389 | +586 | $1,599 |
| SPY | 5,389 | +586 | $1,599 |
| US BANCORP DEL |
30,001 | -812 | $1,593 |
| USB | 30,001 | -812 | $1,593 |
| BIOGEN INC |
6,691 | -122 | $1,545 |
| BIIB | 6,691 | -122 | $1,545 |
| EMERSON ELEC CO |
23,012 | +1,742 | $1,492 |
| EMR | 23,012 | +1,742 | $1,492 |
| AMAZON COM INC |
747 | +28 | $1,458 |
| AMZN | 747 | +28 | $1,458 |
| UNITEDHEALTH GROUP INC |
5,826 | +503 | $1,444 |
| UNH | 5,826 | +503 | $1,444 |
| CVS HEALTH CORP |
26,068 | +245 | $1,442 |
| CVS | 26,068 | +245 | $1,442 |
| BORGWARNER INC |
35,236 | +4,543 | $1,419 |
| BWA | 35,236 | +4,543 | $1,419 |
| LILLY ELI & CO |
12,545 | -339 | $1,399 |
| LLY | 12,545 | -339 | $1,399 |
See Full List: All Stocks Held By Triangle Securities Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Triangle Securities Wealth Management
|
Size ($ in 1000's)
At 06/30/2019: $196,855 At 03/31/2019: $230,477 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 |
