Triangle Securities Wealth Management
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $18.17M | 3.8% |
| J P MORGAN EXCHANGE TRADED F | $17.26M | 3.6% |
| Apple Inc. | $15.98M | 3.4% |
| SCHWAB STRATEGIC TR | $15.54M | 3.3% |
| VANGUARD WORLD FD | $15.22M | 3.2% |
| Alphabet Inc. | $12.63M | 2.7% |
| MICROSOFT CORP | $11.57M | 2.4% |
| SPDR SERIES TRUST | $11.35M | 2.4% |
| ADVISORS INNER CIRCLE FD III | $10.01M | 2.1% |
| ISHARES TR | $9.08M | 1.9% |
| ISHARES TR | $8.62M | 1.8% |
| JPMORGAN CHASE & CO | $8.03M | 1.7% |
| TORTOISE CAPITAL SERIES TRUS | $8.01M | 1.7% |
| KKR & Co. Inc. | $7.56M | 1.6% |
| CATERPILLAR INC | $7.12M | 1.5% |
| SCHWAB STRATEGIC TR | $6.97M | 1.5% |
| BROOKFIELD CORP | $6.84M | 1.4% |
| Blackstone Inc | $6.69M | 1.4% |
| THE GOLDMAN SACHS GROUP, INC. | $5.87M | 1.2% |
| Broadcom Inc. | $5.85M | 1.2% |
| WELLS FARGO & COMPANY/MN | $5.83M | 1.2% |
| JANUS DETROIT STR TR | $5.76M | 1.2% |
| CAPITAL GROUP INTL FOCUS EQT | $5.70M | 1.2% |
| EXXON MOBIL CORP | $5.55M | 1.2% |
| LOWES COMPANIES INC | $5.53M | 1.2% |
| VANGUARD INTL EQUITY INDEX F | $5.34M | 1.1% |
| VANGUARD WORLD FD | $4.78M | 1.0% |
| ELI LILLY & Co | $4.68M | 1.0% |
| SPDR SERIES TRUST | $4.60M | 1.0% |
| GMO ETF TRUST | $4.53M | 1.0% |
| FIDELITY MERRIMACK STR TR | $4.39M | 0.9% |
| VANGUARD WHITEHALL FDS | $4.19M | 0.9% |
| Meta Platforms Inc | $4.07M | 0.9% |
| RTX Corp | $3.98M | 0.8% |
| JOHNSON & JOHNSON | $3.95M | 0.8% |
| Amazon.com Inc | $3.81M | 0.8% |
| Visa Inc | $3.77M | 0.8% |
| ISHARES TR | $3.65M | 0.8% |
| BANK OF AMERICA CORP /DE | $3.56M | 0.7% |
| Eagle Capital Management, LLC | $3.46M | 0.7% |
| Warren E. Buffett | $3.43M | 0.7% |
| Duke Energy Corp | $3.41M | 0.7% |
| NVIDIA Corp | $3.37M | 0.7% |
| SCHWAB STRATEGIC TR | $3.33M | 0.7% |
| SCHWAB STRATEGIC TR | $3.16M | 0.7% |
| NEXTERA ENERGY INC | $3.05M | 0.6% |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $2.97M | 0.6% |
| PEPSICO INC | $2.87M | 0.6% |
| EMERSON ELECTRIC CO | $2.81M | 0.6% |
| VANGUARD INDEX FDS | $2.80M | 0.6% |