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Home > Institutional Investor > Triangle Securities Wealth Management > Profile

Instuitional Investor - Triangle Securities Wealth Management

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Triangle Securities Wealth Management
Portfolio Value	$388,761,502

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	J P Morgan Exchange Traded F - ACTIVE VALUE ETF		237,946	$15,119,065	3.89%
2.	Schwab Strategic Trust	FNDF	511,700	$13,406,551	3.45%
3.	Vanguard World Fund		20,965	$11,371,061	2.92%
4.	Microsoft Corp	MSFT	26,484	$9,941,744	2.56%
5.	Spdr Series Trust		125,137	$9,810,740	2.52%