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Triangle Securities Wealth Management

All holdings · as of Dec 31, 2025

205 positions

CompanyClassValueShares% of portfolio
iShares MSCI UAE ETF$559.9K4,2550.1%
SCHWAB STRATEGIC TR$550.0K16,8610.1%
ISHARES TR$539.9K3,8250.1%
Ulta Beauty, Inc.$537.2K8880.1%
DOMINION ENERGY, INC$533.8K9,1110.1%
EQUIFAX INC$524.7K2,4180.1%
Cigna Group$512.8K1,8630.1%
RIO TINTO PLC$505.7K6,3190.1%
QXO, Inc.$503.5K26,1000.1%
Becton Dickinson & Co$499.3K2,5730.1%
ISHARES TR$485.7K2,8780.1%
GE Vernova Inc.$484.3K7410.1%
ROYAL BK CDA$477.4K2,8000.1%
Trane Technologies plc$472.9K1,1660.1%
Quest Diagnostics Inc$465.8K2,6840.1%
Intuitive Surgical Inc$459.9K8120.1%
COLGATE PALMOLIVE CO$455.5K5,7640.1%
HERSHEY CO$451.3K2,4800.1%
VANGUARD INDEX FDS$443.5K1,3230.1%
ISHARES TR$429.3K2,0410.1%
KIMBERLY CLARK CORP$417.6K4,1390.1%
WISDOMTREE TR$406.5K4,5450.1%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$398.6K12,5870.1%
ISHARES TR$386.1K7,0560.1%
Carlyle Group Inc.$382.3K6,4680.1%
Yum! Brands Inc$380.9K2,5180.1%
DOVER Corp$370.0K1,8950.1%
ISHARES TR$364.6K3,2010.1%
Copart Inc$359.9K9,1920.1%
CARRIER GLOBAL Corp$343.9K6,5080.1%
HOME DEPOT, INC.$325.7K9470.1%
Verisk Analytics, Inc.$324.4K1,4500.1%
TYSON FOODS INC$322.4K5,5000.1%
FLEX LTD.$310.4K5,1370.1%
ISHARES TR$310.1K3,8850.1%
DIMENSIONAL ETF TRUST$309.6K9,0500.1%
DIMENSIONAL ETF TRUST$305.9K9,3010.1%
VERIZON COMMUNICATIONS INC$295.0K7,2430.1%
COCA COLA CO$286.5K4,0980.1%
CANADIAN PACIFIC KANSAS CITY$280.2K3,8050.1%
Chubb Ltd$278.4K8920.1%
NORFOLK SOUTHERN CORP$274.9K9520.1%
ADVANCED MICRO DEVICES INC$271.1K1,2660.1%
J M SMUCKER Co$270.6K2,7670.1%
TARGET CORP$262.4K2,6840.1%
US BANCORP \DE$262.2K4,9130.1%
FedEx Corp$259.1K1,0000.1%
VANGUARD SPECIALIZED FUNDS$255.8K1,1640.1%
ISHARES TR$230.3K1,6330.0%
ADVANCED ENERGY INDUSTRIES INC$228.2K1,0900.0%
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