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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WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:14.6K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$388.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:15.3K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$388.8M)

464287606

IJK|464287606

Shares:31.0K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$388.8M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:4.9K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$388.8M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:35.5K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$388.8M)

LINDE PLC

LIN|G54950103

Shares:5.4K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$388.8M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:34.6K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$388.8M)

00775Y652

Shares:81.1K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$388.8M)

808524607

SCHA|808524607

Shares:104.3K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$388.8M)

ENBRIDGE INC

ENB|29250N105

Shares:52.9K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$388.8M)

Salesforce, Inc.

CRM|79466L302

Shares:8.7K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$388.8M)

CATERPILLAR INC

CAT|149123101

Shares:6.9K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$388.8M)

ORACLE CORP

ORCL|68389X105

Shares:15.9K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$388.8M)

808524102

SCHB|808524102

Shares:102.9K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$388.8M)

GARMIN LTD

GRMN|H2906T109

Shares:10.1K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$388.8M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:20.0K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$388.8M)

464287879

Shares:21.9K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$388.8M)

922908736

VUG|922908736

Shares:5.7K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$388.8M)

AMGEN INC

AMGN|031162100

Shares:6.8K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$388.8M)

81369Y860

Shares:50.1K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$388.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	14.6K	QoQ -2.14% (-319) YoY -6.11% (-949)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$388.8M)	QoQ -6.39% (-$180.5K) YoY +16.87% (-$381.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	15.3K	QoQ -0.33% (-51) YoY -3.75% (-599)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$388.8M)	QoQ +1.31% (-$34.0K) YoY +1.09% (-$28.3K)
(IJKcusip464287606)	31.0K	QoQ +7.10% (-2.1K) YoY +16.53% (+4.4K)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$388.8M)	QoQ -1.90% (-$50.2K) YoY +6.35% (+$154.3K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	4.9K	QoQ +0.12% (+6) YoY +17.14% (+716)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$388.8M)	QoQ +3.66% (+$90.6K) YoY +24.02% (+$496.3K)
NEXTERA ENERGY INC(NEEcusip65339F101)	35.5K	QoQ +5.47% (+1.8K) YoY +2.68% (+929)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$388.8M)	QoQ +4.29% (+$103.8K) YoY +13.89% (+$307.5K)
LINDE PLC(LINcusipG54950103)	5.4K	QoQ -0.57% (-31) YoY -4.43% (-249)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$388.8M)	QoQ +10.57% (-$239.0K) YoY -4.16% (-$108.5K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	34.6K	QoQ -1.29% (-454) YoY -7.75% (-2.9K)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$388.8M)	QoQ +0.88% (-$21.8K) YoY +14.25% (-$310.0K)
(cusip00775Y652)✕	81.1K	QoQ +1.82% (+1.5K) YoY +0.69% (+562)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$388.8M)	QoQ +7.82% (+$177.4K) YoY +10.05% (+$223.4K)
(SCHAcusip808524607)	104.3K	QoQ +2.52% (-2.6K) YoY +114.27% (+55.6K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$388.8M)	QoQ -7.11% (-$187.2K) YoY +1.95% (+$46.9K)
ENBRIDGE INC(ENBcusip29250N105)	52.9K	QoQ -0.80% (-432) YoY -4.88% (-2.7K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$388.8M)	QoQ +3.58% (-$81.1K) YoY +16.49% (-$331.9K)
Salesforce, Inc.(CRMcusip79466L302)	8.7K	QoQ -0.60% (-53) YoY -2.96% (-266)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$388.8M)	QoQ -20.21% (-$592.9K) YoY -13.53% (-$366.2K)
CATERPILLAR INC(CATcusip149123101)	6.9K	QoQ +3.01% (-201) YoY -3.45% (-246)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$388.8M)	QoQ -6.34% (-$153.5K) YoY -13.10% (-$341.7K)
ORACLE CORP(ORCLcusip68389X105)	15.9K	QoQ +1.50% (-235) YoY -7.56% (-1.3K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$388.8M)	QoQ -14.84% (-$386.7K) YoY +2.88% (-$62.3K)
(SCHBcusip808524102)	102.9K	QoQ +4.83% (-4.7K) YoY +197.83% (+68.3K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$388.8M)	QoQ -0.56% (-$12.6K) YoY +5.03% (+$106.2K)
GARMIN LTD(GRMNcusipH2906T109)	10.1K	QoQ -5.69% (-612) YoY -34.63% (-5.4K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$388.8M)	QoQ -0.73% (-$16.3K) YoY -4.66% (-$107.5K)
EMERSON ELECTRIC CO(EMRcusip291011104)	20.0K	QoQ -2.54% (-524) YoY -6.25% (-1.3K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$388.8M)	QoQ -13.78% (-$351.2K) YoY -9.38% (-$227.4K)
(cusip464287879)✕	21.9K	QoQ +1.16% (-252) YoY -0.29% (-64)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$388.8M)	QoQ -9.20% (-$215.8K) YoY -5.41% (-$122.0K)
(VUGcusip922908736)	5.7K	QoQ +7.12% (-382) YoY +9.43% (+495)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$388.8M)	QoQ -3.20% (-$70.5K) YoY +17.90% (+$323.3K)
AMGEN INC(AMGNcusip031162100)	6.8K	QoQ -0.91% (-63) YoY -6.17% (-449)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$388.8M)	QoQ +18.43% (-$330.9K) YoY +2.81% (-$58.1K)
(cusip81369Y860)✕	50.1K	QoQ +6.68% (+3.1K) YoY NEW(+50.1K)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$388.8M)	QoQ +9.77% (+$186.8K) YoY NEW(+$2.1M)