Triangle-Securities-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FNDF",
  "MMM",
  "ADBE",
  null,
  "GOOGL",
  "AXP",
  "ASML",
  "CAT",
  "AVGO",
  "LOW",
  "KMX",
  "CP.TO",
  null,
  null,
  "CMI",
  "DUK",
  "D",
  null,
  null,
  null,
  "GD",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "ISRG",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  "IJH",
  "SWK",
  null,
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "FCNCA",
  "GE",
  "NTRS",
  "BX",
  "HSY",
  "IJR",
  "KKR",
  "IWD",
  "ORCL",
  null,
  "VHT",
  null,
  "EEM",
  "PANW",
  "PEP",
  "PNC",
  "IJK",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  "DGX",
  "ROK",
  null,
  "RY",
  "SCHX",
  "NOW",
  "SHW",
  "SLB",
  "ROP",
  "ROST",
  "RIO",
  "RTX",
  "AMT",
  "IBM",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TSN",
  "TYL",
  "VO",
  "VWO",
  null,
  "VIG",
  "ULTA",
  null,
  "BN.TO",
  "VYM",
  "DD",
  "VRTX",
  "EA",
  "TT",
  "ADSK",
  "USFD",
  "AMD",
  "SDY",
  "DOV",
  "WAB",
  "WEC",
  "AJG",
  "EFX",
  "AMZN",
  "SCHB",
  null,
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VT",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WFC",
  null,
  "YUM",
  "GRMN",
  "SCHD",
  "BIIB",
  "DVY",
  null,
  "SCHA",
  "NSC",
  "LH",
  "MGM",
  "SJM",
  "OTIS",
  "CRM",
  "RVTY",
  "SYY",
  "LYV",
  null,
  "GEV",
  "KMB",
  "BALL",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BA",
  "BMY",
  "CG",
  "CARR",
  "CVX",
  "CB",
  "C",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "CPRT",
  "COST",
  "CTVA",
  "CVS",
  "DHR",
  "DE",
  "FANG",
  "RSP",
  null,
  "IJJ",
  "MCO",
  "NEE",
  "MAR",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 201
Total Value: 388761502
Accession Number: 0001062993-25-007294
Form Type: 13F-HR
CIK: triangle-securities-wealth-management
Manager Name: Triangle-Securities-Wealth-Management

Data Enrichment

88% identified

176 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

201 positions • $388.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78464A789

Shares:80.9K

Value:$4.9M

% of Portfolio:1.3% ($4.9M/$388.8M)

922042858

VWO|922042858

Shares:101.2K

Value:$4.6M

% of Portfolio:1.2% ($4.6M/$388.8M)

47103U100

Shares:70.4K

Value:$4.3M

% of Portfolio:1.1% ($4.3M/$388.8M)

92204A108

Shares:12.8K

Value:$4.2M

% of Portfolio:1.1% ($4.2M/$388.8M)

ELI LILLY & Co

LLY|532457108

Shares:4.8K

Value:$4.0M

% of Portfolio:1.0% ($4.0M/$388.8M)

VISA INC.

V|92826C839

Shares:11.2K

Value:$3.9M

% of Portfolio:1.0% ($3.9M/$388.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.3K

Value:$3.9M

% of Portfolio:1.0% ($3.9M/$388.8M)

88339Y102

Shares:139.0K

Value:$3.9M

% of Portfolio:1.0% ($3.9M/$388.8M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:7.1K

Value:$3.9M

% of Portfolio:1.0% ($3.9M/$388.8M)

Duke Energy CORP

DUK|26441C204

Shares:30.8K

Value:$3.8M

% of Portfolio:1.0% ($3.8M/$388.8M)

921946406

VYM|921946406

Shares:28.7K

Value:$3.7M

% of Portfolio:1.0% ($3.7M/$388.8M)

Broadcom Inc.

AVGO|11135F101

Shares:20.1K

Value:$3.4M

% of Portfolio:0.9% ($3.4M/$388.8M)

AMAZON COM INC

AMZN|023135106

Shares:17.3K

Value:$3.3M

% of Portfolio:0.8% ($3.3M/$388.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:19.9K

Value:$3.3M

% of Portfolio:0.8% ($3.3M/$388.8M)

RTX Corp

RTX|75513E101

Shares:23.3K

Value:$3.1M

% of Portfolio:0.8% ($3.1M/$388.8M)

PEPSICO INC

PEP|713448108

Shares:20.1K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$388.8M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:70.9K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$388.8M)

316188309

Shares:61.5K

Value:$2.8M

% of Portfolio:0.7% ($2.8M/$388.8M)

Meta Platforms, Inc.

META|30303M102

Shares:4.7K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$388.8M)

CHEVRON CORP

CVX|166764100

Shares:16.0K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$388.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A789)✕	80.9K	QoQ -1.80% (-1.5K) YoY -4.74% (-4.0K)	All Managers (Combined)	$4.9M	1.3% ($4.9M/$388.8M)	QoQ +5.15% (-$240.2K) YoY +10.73% (-$474.9K)
(VWOcusip922042858)	101.2K	QoQ +2.10% (+2.1K) YoY +11.77% (+10.7K)	All Managers (Combined)	$4.6M	1.2% ($4.6M/$388.8M)	QoQ +4.92% (+$215.1K) YoY +21.11% (+$798.2K)
(cusip47103U100)✕	70.4K	QoQ +261.09% (+50.9K) YoY +395.29% (+56.2K)	All Managers (Combined)	$4.3M	1.1% ($4.3M/$388.8M)	QoQ +235.25% (+$3.0M) YoY +398.41% (+$3.4M)
(cusip92204A108)✕	12.8K	QoQ -3.19% (-423) YoY -8.40% (-1.2K)	All Managers (Combined)	$4.2M	1.1% ($4.2M/$388.8M)	QoQ -16.06% (-$797.8K) YoY -6.16% (-$273.9K)
ELI LILLY & Co(LLYcusip532457108)	4.8K	QoQ +30.31% (+1.1K) YoY +11.25% (+487)	All Managers (Combined)	$4.0M	1.0% ($4.0M/$388.8M)	QoQ +39.41% (+$1.1M) YoY +18.11% (+$609.7K)
VISA INC.(Vcusip92826C839)	11.2K	QoQ -2.67% (-309) YoY -8.32% (-1.0K)	All Managers (Combined)	$3.9M	1.0% ($3.9M/$388.8M)	QoQ +7.92% (-$288.9K) YoY +15.12% (-$516.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.3K	QoQ -1.88% (-141) YoY -18.91% (-1.7K)	All Managers (Combined)	$3.9M	1.0% ($3.9M/$388.8M)	QoQ +15.27% (-$516.9K) YoY +2.69% (-$102.5K)
(cusip88339Y102)✕	139.0K	QoQ -1.02% (-1.4K) YoY NEW(+139.0K)	All Managers (Combined)	$3.9M	1.0% ($3.9M/$388.8M)	QoQ -0.45% (-$17.9K) YoY NEW(+$3.9M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	7.1K	QoQ -4.96% (-370) YoY -11.22% (-895)	All Managers (Combined)	$3.9M	1.0% ($3.9M/$388.8M)	QoQ -9.33% (-$398.2K) YoY +16.10% (-$536.3K)
Duke Energy CORP(DUKcusip26441C204)	30.8K	QoQ +0.76% (+235) YoY +9.01% (+2.5K)	All Managers (Combined)	$3.8M	1.0% ($3.8M/$388.8M)	QoQ +14.07% (+$464.0K) YoY +37.48% (+$1.0M)
(VYMcusip921946406)	28.7K	QoQ +1.60% (+453) YoY -1.34% (-390)	All Managers (Combined)	$3.7M	1.0% ($3.7M/$388.8M)	QoQ +2.69% (+$97.0K) YoY +5.15% (-$181.2K)
Broadcom Inc.(AVGOcusip11135F101)	20.1K	QoQ -2.68% (-556) YoY +857.04% (+18.0K)	All Managers (Combined)	$3.4M	0.9% ($3.4M/$388.8M)	QoQ -29.72% (-$1.4M) YoY +20.89% (+$582.2K)
AMAZON COM INC(AMZNcusip023135106)	17.3K	QoQ +0.53% (-93) YoY -4.71% (-857)	All Managers (Combined)	$3.3M	0.8% ($3.3M/$388.8M)	QoQ -12.80% (-$484.0K) YoY +0.50% (-$16.5K)
JOHNSON & JOHNSON(JNJcusip478160104)	19.9K	QoQ -0.65% (-131) YoY +0.91% (+180)	All Managers (Combined)	$3.3M	0.8% ($3.3M/$388.8M)	QoQ +13.92% (-$402.6K) YoY +5.79% (+$180.4K)
RTX Corp(RTXcusip75513E101)	23.3K	QoQ -1.38% (-329) YoY -6.35% (-1.6K)	All Managers (Combined)	$3.1M	0.8% ($3.1M/$388.8M)	QoQ +12.87% (-$352.8K) YoY +27.18% (-$661.0K)
PEPSICO INC(PEPcusip713448108)	20.1K	QoQ +1.55% (+307) YoY +0.66% (-133)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$388.8M)	QoQ +0.13% (+$3.9K) YoY -13.75% (-$480.9K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	70.9K	QoQ -2.21% (-1.6K) YoY -11.39% (-9.1K)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$388.8M)	QoQ -7.15% (-$228.1K) YoY -2.49% (-$75.6K)
(cusip316188309)✕	61.5K	QoQ +46.08% (+19.4K) YoY NEW(+61.5K)	All Managers (Combined)	$2.8M	0.7% ($2.8M/$388.8M)	QoQ +48.62% (+$918.0K) YoY NEW(+$2.8M)
Meta Platforms, Inc.(METAcusip30303M102)	4.7K	QoQ +1.45% (-68) YoY -10.74% (-571)	All Managers (Combined)	$2.7M	0.7% ($2.7M/$388.8M)	QoQ -0.12% (-$3.5K) YoY +5.93% (-$153.2K)
CHEVRON CORP(CVXcusip166764100)	16.0K	QoQ -1.44% (-234) YoY -2.90% (-479)	All Managers (Combined)	$2.7M	0.7% ($2.7M/$388.8M)	QoQ +13.83% (-$325.1K) YoY +2.96% (-$77.1K)