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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 $321,627,386
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 161,000 $12,126,492 3.77%
2.
Vanguard World Fund
 22,715 $10,994,060 3.41%
3.
Microsoft Corp
 MSFT 28,804 $10,831,588 3.36%
4.
Spdr Series Trust
 123,216 $10,265,099 3.19%
5.
Blackstone Inc.
 BX 56,775 $7,432,994 2.31%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)