HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
186,175 | +6,391 | $10,526 |
| SCHM | 186,175 | +6,391 | $10,526 |
| VANGUARD WORLD FDS (VGT) |
34,362 | -2,148 | $7,407 |
| VGT | 34,362 | -2,148 | $7,407 |
| MANAGED PORTFOLIO SER |
235,267 | +15,253 | $5,505 |
| TPYP | 235,267 | +15,253 | $5,505 |
| MICROSOFT CORP |
38,939 | -85 | $5,414 |
| MSFT | 38,939 | -85 | $5,414 |
| ISHARES TR (IJS) |
34,092 | -493 | $5,120 |
| IJS | 34,092 | -493 | $5,120 |
| LOWES COS INC |
38,119 | -910 | $4,192 |
| LOW | 38,119 | -910 | $4,192 |
| SPDR SERIES TRUST (SLYV) |
64,139 | +1,371 | $3,929 |
| SLYV | 64,139 | +1,371 | $3,929 |
| ALPHABET INC |
3,145 | -73 | $3,834 |
| GOOG | 3,145 | -73 | $3,834 |
| JPMORGAN CHASE & CO |
31,181 | -434 | $3,670 |
| JPM | 31,181 | -434 | $3,670 |
| EXXON MOBIL CORP |
51,475 | +3,992 | $3,635 |
| XOM | 51,475 | +3,992 | $3,635 |
| VANGUARD WORLD FDS (VCR) |
18,668 | +130 | $3,362 |
| VCR | 18,668 | +130 | $3,362 |
| APPLE INC |
14,921 | +361 | $3,342 |
| AAPL | 14,921 | +361 | $3,342 |
| UNITED TECHNOLOGIES CORP |
23,868 | -29 | $3,259 |
| UTX | 23,868 | -29 | $3,259 |
| PEPSICO INC |
23,564 | -1,329 | $3,231 |
| PEP | 23,564 | -1,329 | $3,231 |
| VISA INC |
18,604 | -497 | $3,200 |
| V | 18,604 | -497 | $3,200 |
| SPDR SERIES TRUST (KIE) |
89,225 | +55 | $3,143 |
| KIE | 89,225 | +55 | $3,143 |
| PROCTER & GAMBLE CO |
25,090 | -1,668 | $3,121 |
| PG | 25,090 | -1,668 | $3,121 |
| ISHARES TR (IJR) |
39,620 | +1,541 | $3,084 |
| IJR | 39,620 | +1,541 | $3,084 |
| DISNEY WALT CO |
23,598 | -1,725 | $3,075 |
| DIS | 23,598 | -1,725 | $3,075 |
| JOHNSON & JOHNSON |
23,450 | -459 | $3,034 |
| JNJ | 23,450 | -459 | $3,034 |
| VANGUARD WHITEHALL FDS INC (VYM) |
32,933 | -238 | $2,922 |
| VYM | 32,933 | -238 | $2,922 |
| VERIZON COMMUNICATIONS INC |
45,169 | +1,035 | $2,726 |
| VZ | 45,169 | +1,035 | $2,726 |
| WELLS FARGO CO NEW |
48,602 | +2,351 | $2,451 |
| WFC | 48,602 | +2,351 | $2,451 |
| SCHWAB STRATEGIC TR |
34,025 | +5,482 | $2,413 |
| SCHX | 34,025 | +5,482 | $2,413 |
| BB&T CORP |
44,720 | -180 | $2,387 |
| BBT | 44,720 | -180 | $2,387 |
| ENBRIDGE INC |
63,130 | +531 | $2,215 |
| ENB | 63,130 | +531 | $2,215 |
| AMGEN INC |
11,382 | -120 | $2,203 |
| AMGN | 11,382 | -120 | $2,203 |
| DUKE ENERGY CORP NEW |
22,957 | +627 | $2,201 |
| DUK | 22,957 | +627 | $2,201 |
| CITIGROUP INC |
30,342 | +805 | $2,096 |
| C | 30,342 | +805 | $2,096 |
| CHEVRON CORP NEW |
16,778 | +646 | $1,990 |
| CVX | 16,778 | +646 | $1,990 |
 BERKSHIRE HATHAWAY INC DEL |
$1,967 | ||
| BRK.B | 9,454 | -10 | $1,967 |
| ADOBE INC |
6,963 | -2 | $1,924 |
| ADBE | 6,963 | -2 | $1,924 |
| BRISTOL MYERS SQUIBB CO |
37,764 | -516 | $1,915 |
| BMY | 37,764 | -516 | $1,915 |
| BANK AMER CORP |
63,721 | +6,136 | $1,859 |
| BAC | 63,721 | +6,136 | $1,859 |
| AMERICAN TOWER CORP NEW |
8,232 | -1,136 | $1,820 |
| AMT | 8,232 | -1,136 | $1,820 |
| NEXTERA ENERGY INC |
7,721 | -78 | $1,799 |
| NEE | 7,721 | -78 | $1,799 |
| INTEL CORP |
34,095 | +617 | $1,757 |
| INTC | 34,095 | +617 | $1,757 |
| CVS HEALTH CORP |
26,431 | +363 | $1,667 |
| CVS | 26,431 | +363 | $1,667 |
| ORACLE CORP |
30,245 | -489 | $1,664 |
| ORCL | 30,245 | -489 | $1,664 |
| WABTEC CORP |
23,137 | -205 | $1,663 |
| WAB | 23,137 | -205 | $1,663 |
| US BANCORP DEL |
29,718 | -283 | $1,645 |
| USB | 29,718 | -283 | $1,645 |
| GOLDMAN SACHS GROUP INC |
7,928 | +92 | $1,643 |
| GS | 7,928 | +92 | $1,643 |
| SPDR S&P 500 ETF TR (SPY) |
5,364 | -25 | $1,592 |
| SPY | 5,364 | -25 | $1,592 |
| EMERSON ELEC CO |
23,542 | +530 | $1,574 |
| EMR | 23,542 | +530 | $1,574 |
| MEDTRONIC PLC |
13,570 | -321 | $1,474 |
| MDT | 13,570 | -321 | $1,474 |
| BIOGEN INC |
6,311 | -380 | $1,469 |
| BIIB | 6,311 | -380 | $1,469 |
| DOMINION ENERGY INC |
17,607 | -68 | $1,427 |
| D | 17,607 | -68 | $1,427 |
| SALESFORCE COM INC |
9,424 | -3,300 | $1,399 |
| CRM | 9,424 | -3,300 | $1,399 |
| LILLY ELI & CO |
12,495 | -50 | $1,397 |
| LLY | 12,495 | -50 | $1,397 |
| AMAZON COM INC |
796 | +49 | $1,382 |
| AMZN | 796 | +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 |
