HoldingsChannel.com
Triangle Securities Wealth Management Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 179,784 +10,041 $10,323
     SCHM179,784+10,041$10,323
VANGUARD WORLD FDS (VGT) 36,510 -1,863 $7,821
     VGT36,510-1,863$7,821
MICROSOFT CORP 39,024 -741 $5,345
     MSFT39,024-741$5,345
MANAGED PORTFOLIO SER 220,014 +37,736 $5,313
     TPYP220,014+37,736$5,313
ISHARES TR (IJS) 34,585 +247 $5,120
     IJS34,585+247$5,120
LOWES COS INC 39,029 -1,936 $4,085
     LOW39,029-1,936$4,085
SPDR SERIES TRUST (SLYV) 62,768 +1,100 $3,787
     SLYV62,768+1,100$3,787
EXXON MOBIL CORP 47,483 -380 $3,631
     XOM47,483-380$3,631
ALPHABET INC 3,218 -41 $3,592
     GOOG3,218-41$3,592
DISNEY WALT CO 25,323 -2,136 $3,571
     DIS25,323-2,136$3,571
JPMORGAN CHASE & CO 31,615 -727 $3,568
     JPM31,615-727$3,568
VANGUARD WORLD FDS (VCR) 18,538 +170 $3,390
     VCR18,538+170$3,390
JOHNSON & JOHNSON 23,909 -478 $3,370
     JNJ23,909-478$3,370
VISA INC 19,101 -688 $3,365
     V19,101-688$3,365
PEPSICO INC 24,893 +799 $3,300
     PEP24,893+799$3,300
UNITED TECHNOLOGIES CORP 23,897 +100 $3,127
     UTX23,897+100$3,127
SPDR SERIES TRUST (KIE) 89,170 -9,375 $3,108
     KIE89,170-9,375$3,108
PROCTER AND GAMBLE CO 26,758 -2,834 $3,052
     PG26,758-2,834$3,052
ISHARES TR (IJR) 38,079 +3,519 $2,967
     IJR38,079+3,519$2,967
VANGUARD WHITEHALL FDS INC (VYM) 33,171 +218 $2,924
     VYM33,171+218$2,924
APPLE INC 14,560 -283 $2,912
     AAPL14,560-283$2,912
VERIZON COMMUNICATIONS INC 44,134 -81 $2,555
     VZ44,134-81$2,555
ENBRIDGE INC 62,599 +1,575 $2,252
     ENB62,599+1,575$2,252
BB&T CORP 44,900 -2,475 $2,218
     BBT44,900-2,475$2,218
WELLS FARGO CO NEW 46,251 +109 $2,198
     WFC46,251+109$2,198
ADOBE INC 6,965 -366 $2,110
     ADBE6,965-366$2,110
CITIGROUP INC 29,537 +2,056 $2,101
     C29,537+2,056$2,101
AMGEN INC 11,502 +85 $2,096
     AMGN11,502+85$2,096
BERKSHIRE HATHAWAY INC DEL      $2,036
     BRK.B9,464+387$2,036
SCHWAB STRATEGIC TR 28,543 +2,303 $2,027
     SCHX28,543+2,303$2,027
DUKE ENERGY CORP NEW 22,330 +936 $2,002
     DUK22,330+936$2,002
CHEVRON CORP NEW 16,132 +474 $1,994
     CVX16,132+474$1,994
AMERICAN TOWER CORP NEW 9,368 -1,068 $1,957
     AMT9,368-1,068$1,957
SALESFORCE COM INC 12,724 +370 $1,944
     CRM12,724+370$1,944
ORACLE CORP 30,734 -9,710 $1,830
     ORCL30,734-9,710$1,830
BRISTOL MYERS SQUIBB CO 38,280 +2,190 $1,752
     BMY38,280+2,190$1,752
WABTEC CORP 23,342 +1,350 $1,724
     WAB23,342+1,350$1,724
BANK AMER CORP 57,585 +5,002 $1,681
     BAC57,585+5,002$1,681
NEXTERA ENERGY INC 7,799 -769 $1,631
     NEE7,799-769$1,631
GOLDMAN SACHS GROUP INC 7,836 +434 $1,612
     GS7,836+434$1,612
INTEL CORP 33,478 +2,305 $1,601
     INTC33,478+2,305$1,601
SPDR S&P 500 ETF TR (SPY) 5,389 +586 $1,599
     SPY5,389+586$1,599
US BANCORP DEL 30,001 -812 $1,593
     USB30,001-812$1,593
BIOGEN INC 6,691 -122 $1,545
     BIIB6,691-122$1,545
EMERSON ELEC CO 23,012 +1,742 $1,492
     EMR23,012+1,742$1,492
AMAZON COM INC 747 +28 $1,458
     AMZN747+28$1,458
UNITEDHEALTH GROUP INC 5,826 +503 $1,444
     UNH5,826+503$1,444
CVS HEALTH CORP 26,068 +245 $1,442
     CVS26,068+245$1,442
BORGWARNER INC 35,236 +4,543 $1,419
     BWA35,236+4,543$1,419
LILLY ELI & CO 12,545 -339 $1,399
     LLY12,545-339$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

Triangle Securities Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

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