Triangle Securities Wealth Management
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| LAM RESEARCH CORP | $2.72M | 0.6% |
| ADVISORS INNER CIRCLE FD III | $2.53M | 0.5% |
| ORACLE CORP | $2.52M | 0.5% |
| ISHARES TR | $2.49M | 0.5% |
| ENBRIDGE INC | $2.37M | 0.5% |
| INVESCO EXCHANGE TRADED FD T | $2.25M | 0.5% |
| Salesforce Inc | $2.24M | 0.5% |
| LINDE PLC | $2.24M | 0.5% |
| CHEVRON CORP | $2.23M | 0.5% |
| AMGEN INC | $2.20M | 0.5% |
| SELECT SECTOR SPDR TR | $2.08M | 0.4% |
| PROCTER & GAMBLE Co | $2.07M | 0.4% |
| AMERICAN CENTY ETF TR | $1.96M | 0.4% |
| DIMENSIONAL ETF TRUST | $1.94M | 0.4% |
| Garmin Ltd | $1.94M | 0.4% |
| LIVE NATION ENTERTAINMENT INC | $1.90M | 0.4% |
| Rockwell Automation Inc | $1.86M | 0.4% |
| Corteva, Inc. | $1.77M | 0.4% |
| COSTCO WHOLESALE CORP /NEW | $1.73M | 0.4% |
| SPDR SERIES TRUST | $1.67M | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $1.67M | 0.4% |
| DANAHER CORP /DE | $1.63M | 0.3% |
| THERMO FISHER SCIENTIFIC INC. | $1.61M | 0.3% |
| Morgan Stanley | $1.57M | 0.3% |
| UNITEDHEALTH GROUP INC | $1.52M | 0.3% |
| BERKSHIRE HATHAWAY INC DEL | $1.51M | 0.3% |
| APPLIED MATERIALS INC /DE | $1.49M | 0.3% |
| ServiceNow Inc | $1.47M | 0.3% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $1.46M | 0.3% |
| Walmart Inc. | $1.45M | 0.3% |
| Alphabet Inc. | $1.44M | 0.3% |
| Merck & Co., Inc. | $1.40M | 0.3% |
| SELECT SECTOR SPDR TR | $1.38M | 0.3% |
| VEEVA SYSTEMS INC | $1.36M | 0.3% |
| VANGUARD WORLD FD | $1.34M | 0.3% |
| VANGUARD WORLD FD | $1.34M | 0.3% |
| CITIGROUP INC | $1.32M | 0.3% |
| FIRST CITIZENS BANCSHARES INC /DE | $1.30M | 0.3% |
| Autodesk, Inc. | $1.24M | 0.3% |
| US Foods Holding Corp. | $1.24M | 0.3% |
| Intercontinental Exchange, Inc. | $1.23M | 0.3% |
| American Tower Corp | $1.23M | 0.3% |
| ADOBE INC. | $1.20M | 0.3% |
| ROSS STORES, INC. | $1.19M | 0.3% |
| ELECTRONIC ARTS INC. | $1.19M | 0.3% |
| Walt Disney Co | $1.17M | 0.2% |
| TJX Cos Inc/The | $1.15M | 0.2% |
| GENERAL DYNAMICS CORP | $1.13M | 0.2% |
| Moody's Corp | $1.11M | 0.2% |
| VANGUARD INDEX FDS | $1.10M | 0.2% |