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Home > Institutional Investor > Triangle Securities Wealth Management > Profile

Instuitional Investor - Triangle Securities Wealth Management

Fund Profile
Filing Period:
Fund Name: Triangle Securities Wealth Management
Portfolio Value $389,863,241
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - ACTIVE VALUE ETF
 234,725 $14,858,079 3.81%
2.
Schwab Strategic Trust
 FNDF 505,792 $14,015,496 3.59%
3.
Vanguard World Fund
 21,602 $13,432,124 3.44%
4.
Microsoft Corp
 MSFT 26,571 $11,199,507 2.87%
5.
Spdr Series Trust
 124,314 $10,846,389 2.78%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)