HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
167,371 | +740 | $10,499 |
| SCHM | 167,371 | +740 | $10,499 |
| VANGUARD WORLD FDS (VGT) |
25,228 | +22 | $8,238 |
| VGT | 25,228 | +22 | $8,238 |
| SPDR SER TR (SLYV) |
113,205 | -908 | $8,197 |
| SLYV | 113,205 | -908 | $8,197 |
| MICROSOFT CORP |
30,968 | -700 | $7,954 |
| MSFT | 30,968 | -700 | $7,954 |
| ALPHABET INC |
2,803 | +13 | $6,131 |
| GOOG | 2,803 | +13 | $6,131 |
| BLACKSTONE INC |
58,172 | -2,697 | $5,307 |
| BX | 58,172 | -2,697 | $5,307 |
| APPLE INC |
37,211 | +1,024 | $5,088 |
| AAPL | 37,211 | +1,024 | $5,088 |
| SCHWAB STRATEGIC TR |
109,438 | -1,878 | $4,887 |
| SCHX | 109,438 | -1,878 | $4,887 |
| MANAGED PORTFOLIO SERIES |
199,524 | -3,361 | $4,838 |
| TPYP | 199,524 | -3,361 | $4,838 |
| LOWES COS INC |
27,231 | -356 | $4,756 |
| LOW | 27,231 | -356 | $4,756 |
| EXXON MOBIL CORP |
51,709 | +434 | $4,428 |
| XOM | 51,709 | +434 | $4,428 |
| ISHARES TR (IJR) |
47,297 | +1,600 | $4,371 |
| IJR | 47,297 | +1,600 | $4,371 |
| KKR & CO INC |
82,606 | +2,546 | $3,824 |
| KKR | 82,606 | +2,546 | $3,824 |
| JPMORGAN CHASE & CO |
31,422 | +870 | $3,538 |
| JPM | 31,422 | +870 | $3,538 |
| JOHNSON & JOHNSON |
19,847 | -185 | $3,523 |
| JNJ | 19,847 | -185 | $3,523 |
| SPDR SER TR (KIE) |
92,496 | +1,340 | $3,501 |
| KIE | 92,496 | +1,340 | $3,501 |
| PEPSICO INC |
20,789 | -89 | $3,465 |
| PEP | 20,789 | -89 | $3,465 |
| ISHARES TR (IJH) |
15,152 | +1,075 | $3,428 |
| IJH | 15,152 | +1,075 | $3,428 |
| VANGUARD WORLD FDS (VCR) |
13,721 | -1,116 | $3,121 |
| VCR | 13,721 | -1,116 | $3,121 |
| BRISTOL MYERS SQUIBB CO |
37,815 | -1,378 | $2,912 |
| BMY | 37,815 | -1,378 | $2,912 |
| VANGUARD WHITEHALL FDS (VYM) |
28,265 | -447 | $2,875 |
| VYM | 28,265 | -447 | $2,875 |
| TRUIST FINL CORP |
60,546 | +732 | $2,872 |
| TFC | 60,546 | +732 | $2,872 |
| DUKE ENERGY CORP NEW |
25,841 | -170 | $2,770 |
| DUK | 25,841 | -170 | $2,770 |
| PROCTER AND GAMBLE CO |
19,221 | -305 | $2,764 |
| PG | 19,221 | -305 | $2,764 |
 BERKSHIRE HATHAWAY INC DEL |
$2,720 | ||
| BRK.B | 9,962 | +121 | $2,720 |
| BK OF AMERICA CORP |
84,311 | +3,295 | $2,625 |
| BAC | 84,311 | +3,295 | $2,625 |
| VISA INC |
13,165 | +238 | $2,592 |
| V | 13,165 | +238 | $2,592 |
| RAYTHEON TECHNOLOGIES CORP |
26,962 | -266 | $2,591 |
| RTX | 26,962 | -266 | $2,591 |
| GOLDMAN SACHS GROUP INC |
8,679 | +95 | $2,578 |
| GS | 8,679 | +95 | $2,578 |
| CVS HEALTH CORP |
26,949 | -1,008 | $2,497 |
| CVS | 26,949 | -1,008 | $2,497 |
| ENBRIDGE INC |
57,799 | -1,884 | $2,443 |
| ENB | 57,799 | -1,884 | $2,443 |
| CHEVRON CORP NEW |
16,630 | -186 | $2,408 |
| CVX | 16,630 | -186 | $2,408 |
| UNITEDHEALTH GROUP INC |
4,660 | -236 | $2,394 |
| UNH | 4,660 | -236 | $2,394 |
| NEXTERA ENERGY INC |
29,465 | +2,262 | $2,282 |
| NEE | 29,465 | +2,262 | $2,282 |
| AMAZON COM INC |
21,005 | +19,961 | $2,231 |
| AMZN | 21,005 | +19,961 | $2,231 |
| VERIZON COMMUNICATIONS INC |
43,835 | +736 | $2,225 |
| VZ | 43,835 | +736 | $2,225 |
| L3HARRIS TECHNOLOGIES INC |
9,038 | -34 | $2,184 |
| LHX | 9,038 | -34 | $2,184 |
| LILLY ELI & CO |
6,571 | -568 | $2,131 |
| LLY | 6,571 | -568 | $2,131 |
| DOMINION ENERGY INC |
26,653 | +51 | $2,127 |
| D | 26,653 | +51 | $2,127 |
| AMGEN INC |
8,289 | -74 | $2,017 |
| AMGN | 8,289 | -74 | $2,017 |
| BECTON DICKINSON & CO |
8,076 | +187 | $1,991 |
| BDX | 8,076 | +187 | $1,991 |
| COCA COLA CO |
30,696 | +292 | $1,931 |
| KO | 30,696 | +292 | $1,931 |
| EMERSON ELEC CO |
24,182 | +585 | $1,923 |
| EMR | 24,182 | +585 | $1,923 |
| ADOBE SYSTEMS INCORPORATED |
5,212 | +170 | $1,908 |
| ADBE | 5,212 | +170 | $1,908 |
| CONSTELLATION BRANDS INC |
8,131 | +1 | $1,895 |
| STZ | 8,131 | +1 | $1,895 |
| SALESFORCE INC |
10,818 | +370 | $1,785 |
| CRM | 10,818 | +370 | $1,785 |
| ISHARES TR (IJS) |
19,966 | +506 | $1,778 |
| IJS | 19,966 | +506 | $1,778 |
| SCHWAB STRATEGIC TR |
45,586 | -409 | $1,777 |
| SCHA | 45,586 | -409 | $1,777 |
| MERCK & CO INC |
18,532 | +130 | $1,690 |
| MRK | 18,532 | +130 | $1,690 |
| LINDE PLC |
5,778 | +314 | $1,661 |
| LIN | 5,778 | +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 |
