
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
167,371 | +740 | $10,499 |
SCHM | 167,371 | +740 | $10,499 |
![]() |
25,228 | +22 | $8,238 |
VGT | 25,228 | +22 | $8,238 |
![]() |
113,205 | -908 | $8,197 |
SLYV | 113,205 | -908 | $8,197 |
![]() |
30,968 | -700 | $7,954 |
MSFT | 30,968 | -700 | $7,954 |
![]() |
2,803 | +13 | $6,131 |
GOOG | 2,803 | +13 | $6,131 |
![]() |
58,172 | -2,697 | $5,307 |
BX | 58,172 | -2,697 | $5,307 |
![]() |
37,211 | +1,024 | $5,088 |
AAPL | 37,211 | +1,024 | $5,088 |
![]() |
109,438 | -1,878 | $4,887 |
SCHX | 109,438 | -1,878 | $4,887 |
![]() |
199,524 | -3,361 | $4,838 |
TPYP | 199,524 | -3,361 | $4,838 |
![]() |
27,231 | -356 | $4,756 |
LOW | 27,231 | -356 | $4,756 |
![]() |
51,709 | +434 | $4,428 |
XOM | 51,709 | +434 | $4,428 |
![]() |
47,297 | +1,600 | $4,371 |
IJR | 47,297 | +1,600 | $4,371 |
![]() |
82,606 | +2,546 | $3,824 |
KKR | 82,606 | +2,546 | $3,824 |
![]() |
31,422 | +870 | $3,538 |
JPM | 31,422 | +870 | $3,538 |
![]() |
19,847 | -185 | $3,523 |
JNJ | 19,847 | -185 | $3,523 |
![]() |
92,496 | +1,340 | $3,501 |
KIE | 92,496 | +1,340 | $3,501 |
![]() |
20,789 | -89 | $3,465 |
PEP | 20,789 | -89 | $3,465 |
![]() |
15,152 | +1,075 | $3,428 |
IJH | 15,152 | +1,075 | $3,428 |
![]() |
13,721 | -1,116 | $3,121 |
VCR | 13,721 | -1,116 | $3,121 |
![]() |
37,815 | -1,378 | $2,912 |
BMY | 37,815 | -1,378 | $2,912 |
![]() |
28,265 | -447 | $2,875 |
VYM | 28,265 | -447 | $2,875 |
![]() |
60,546 | +732 | $2,872 |
TFC | 60,546 | +732 | $2,872 |
![]() |
25,841 | -170 | $2,770 |
DUK | 25,841 | -170 | $2,770 |
![]() |
19,221 | -305 | $2,764 |
PG | 19,221 | -305 | $2,764 |
![]() |
$2,720 | ||
BRK.B | 9,962 | +121 | $2,720 |
![]() |
84,311 | +3,295 | $2,625 |
BAC | 84,311 | +3,295 | $2,625 |
![]() |
13,165 | +238 | $2,592 |
V | 13,165 | +238 | $2,592 |
![]() |
26,962 | -266 | $2,591 |
RTX | 26,962 | -266 | $2,591 |
![]() |
8,679 | +95 | $2,578 |
GS | 8,679 | +95 | $2,578 |
![]() |
26,949 | -1,008 | $2,497 |
CVS | 26,949 | -1,008 | $2,497 |
![]() |
57,799 | -1,884 | $2,443 |
ENB | 57,799 | -1,884 | $2,443 |
![]() |
16,630 | -186 | $2,408 |
CVX | 16,630 | -186 | $2,408 |
![]() |
4,660 | -236 | $2,394 |
UNH | 4,660 | -236 | $2,394 |
![]() |
29,465 | +2,262 | $2,282 |
NEE | 29,465 | +2,262 | $2,282 |
![]() |
21,005 | +19,961 | $2,231 |
AMZN | 21,005 | +19,961 | $2,231 |
![]() |
43,835 | +736 | $2,225 |
VZ | 43,835 | +736 | $2,225 |
![]() |
9,038 | -34 | $2,184 |
LHX | 9,038 | -34 | $2,184 |
![]() |
6,571 | -568 | $2,131 |
LLY | 6,571 | -568 | $2,131 |
![]() |
26,653 | +51 | $2,127 |
D | 26,653 | +51 | $2,127 |
![]() |
8,289 | -74 | $2,017 |
AMGN | 8,289 | -74 | $2,017 |
![]() |
8,076 | +187 | $1,991 |
BDX | 8,076 | +187 | $1,991 |
![]() |
30,696 | +292 | $1,931 |
KO | 30,696 | +292 | $1,931 |
![]() |
24,182 | +585 | $1,923 |
EMR | 24,182 | +585 | $1,923 |
![]() |
5,212 | +170 | $1,908 |
ADBE | 5,212 | +170 | $1,908 |
![]() |
8,131 | +1 | $1,895 |
STZ | 8,131 | +1 | $1,895 |
![]() |
10,818 | +370 | $1,785 |
CRM | 10,818 | +370 | $1,785 |
![]() |
19,966 | +506 | $1,778 |
IJS | 19,966 | +506 | $1,778 |
![]() |
45,586 | -409 | $1,777 |
SCHA | 45,586 | -409 | $1,777 |
![]() |
18,532 | +130 | $1,690 |
MRK | 18,532 | +130 | $1,690 |
![]() |
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
![]() 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 |