13F HOLDINGS REPORT

Triangle Securities Wealth Management

Quarter ended Q1 2025 · Filed April 10, 2025 · Accession 0001062993-25-007294

Total Value

$388.8M

Positions

201

Other Managers

Confidential Omitted

Yes

View on SEC.gov

Holdings (201)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	J P MORGAN EXCHANGE TRADED F	46641Q167	237,946	$15.1M	3.89%
2	SCHWAB STRATEGIC TR	808524508	511,700	$13.4M	3.45%
3	VANGUARD WORLD FD	92204A702	20,965	$11.4M	2.92%
4	MICROSOFT CORP	MSFT	26,484	$9.9M	2.56%
5	SPDR SER TR	78464A300	125,137	$9.8M	2.52%
6	MANAGED PORTFOLIO SERIES	56167N720	239,459	$8.7M	2.24%
7	ISHARES TR	46434V613	188,082	$8.7M	2.23%
8	ADVISORS INNER CIRCLE FD III	00775Y645	274,361	$8.0M	2.06%
9	KKR & CO INC	KKRT	64,333	$7.4M	1.91%
10	ISHARES TR	464287507	122,968	$7.2M	1.85%
11	ALPHABET INC	GOOG	45,746	$7.1M	1.84%
12	APPLE INC	AAPL	31,078	$6.9M	1.78%
13	ISHARES TR	464287804	63,541	$6.6M	1.71%
14	BLACKSTONE INC	BX	46,416	$6.5M	1.67%
15	JPMORGAN CHASE & CO.	VYLD	26,340	$6.5M	1.66%
16	SCHWAB STRATEGIC TR	808524201	263,709	$5.8M	1.50%
17	EXXON MOBIL CORP	XOM	47,558	$5.7M	1.45%
18	LOWES COS INC	548661107	23,907	$5.6M	1.43%
19	BROOKFIELD CORP	11271J107	95,604	$5.0M	1.29%
20	CAPITAL GROUP INTL FOCUS EQT	14019W109	203,022	$5.0M	1.28%
21	SPDR SER TR	78464A789	80,922	$4.9M	1.26%
22	VANGUARD INTL EQUITY INDEX F	922042858	101,166	$4.6M	1.18%
23	JANUS DETROIT STR TR	47103U100	70,446	$4.3M	1.10%
24	VANGUARD WORLD FD	92204A108	12,810	$4.2M	1.07%
25	ELI LILLY & CO	LLY	4,814	$4.0M	1.02%
26	VISA INC	V	11,229	$3.9M	1.01%
27	BERKSHIRE HATHAWAY INC DEL	BRK-A	7,324	$3.9M	1.00%
28	2023 ETF SERIES TRUST	88339Y102	139,000	$3.9M	1.00%
29	GOLDMAN SACHS GROUP INC	GSCE	7,077	$3.9M	0.99%
30	DUKE ENERGY CORP NEW	DUKB	30,824	$3.8M	0.97%
31	VANGUARD WHITEHALL FDS	921946406	28,675	$3.7M	0.95%
32	BROADCOM INC	AVGO	20,117	$3.4M	0.87%
33	AMAZON COM INC	AMZN	17,316	$3.3M	0.85%
34	JOHNSON & JOHNSON	JNJ	19,865	$3.3M	0.85%
35	RTX CORPORATION	RTX	23,346	$3.1M	0.80%
36	PEPSICO INC	PEP	20,108	$3.0M	0.78%
37	BANK AMERICA CORP	060505104	70,936	$3.0M	0.76%
38	FIDELITY MERRIMACK STR TR	316188309	61,467	$2.8M	0.72%
39	META PLATFORMS INC	META	4,741	$2.7M	0.70%
40	CHEVRON CORP NEW	CVX	15,993	$2.7M	0.69%
41	WABTEC	929740108	14,567	$2.6M	0.68%
42	PROCTER AND GAMBLE CO	742718109	15,348	$2.6M	0.67%
43	ISHARES TR	464287606	31,023	$2.6M	0.66%
44	UNITEDHEALTH GROUP INC	UNH	4,893	$2.6M	0.66%
45	NEXTERA ENERGY INC	NEE-PW	35,544	$2.5M	0.65%
46	LINDE PLC	LIN	5,364	$2.5M	0.64%
47	WELLS FARGO CO NEW	949746101	34,607	$2.5M	0.64%
48	ADVISORS INNER CIRCLE FD III	00775Y652	81,078	$2.4M	0.63%
49	SCHWAB STRATEGIC TR	808524607	104,326	$2.4M	0.63%
50	ENBRIDGE INC	ENNPF	52,903	$2.3M	0.60%
51	SALESFORCE INC	CRM	8,719	$2.3M	0.60%
52	CATERPILLAR INC	CAT	6,869	$2.3M	0.58%
53	ORACLE CORP	ORCL-PD	15,871	$2.2M	0.57%
54	SCHWAB STRATEGIC TR	808524102	102,891	$2.2M	0.57%
55	GARMIN LTD	GRMN	10,127	$2.2M	0.57%
56	EMERSON ELEC CO	EMR	20,034	$2.2M	0.57%
57	ISHARES TR	464287879	21,850	$2.1M	0.55%
58	VANGUARD INDEX FDS	922908736	5,740	$2.1M	0.55%
59	AMGEN INC	AMGN	6,823	$2.1M	0.55%
60	SELECT SECTOR SPDR TR	81369Y860	50,097	$2.1M	0.54%
61	TRUIST FINL CORP	89832Q109	50,801	$2.1M	0.54%
62	INVESCO EXCHANGE TRADED FD T	IVZ	11,501	$2.0M	0.51%
63	LIVE NATION ENTERTAINMENT IN	LYV	14,543	$1.9M	0.49%
64	NVIDIA CORPORATION	NVDA	17,328	$1.9M	0.48%
65	BECTON DICKINSON & CO	BDX	7,995	$1.8M	0.47%
66	CORTEVA INC	CTVA	27,241	$1.7M	0.44%
67	ADOBE INC	ADBE	4,181	$1.6M	0.41%
68	BERKSHIRE HATHAWAY INC DEL	BRK-A	2	$1.6M	0.41%
69	CARMAX INC	KMX	20,218	$1.6M	0.41%
70	SPDR S&P 500 ETF TR	SPY	2,609	$1.5M	0.38%
71	AMERICAN TOWER CORP NEW	03027X100	6,578	$1.4M	0.37%
72	VANGUARD INTL EQUITY INDEX F	922042742	12,232	$1.4M	0.36%
73	2023 ETF SERIES TRUST II	90139K100	44,473	$1.4M	0.36%
74	INTERCONTINENTAL EXCHANGE IN	45866F104	8,048	$1.4M	0.36%
75	DUPONT DE NEMOURS INC	DD	18,446	$1.4M	0.35%
76	OTIS WORLDWIDE CORP	OTIS	13,217	$1.4M	0.35%
77	ROPER TECHNOLOGIES INC	ROP	2,301	$1.4M	0.35%
78	VEEVA SYS INC	VEEV	5,737	$1.3M	0.34%
79	SERVICENOW INC	NOW	1,661	$1.3M	0.34%
80	CONSTELLATION BRANDS INC	STZ	7,110	$1.3M	0.34%
81	MERCK & CO INC	MRK	14,338	$1.3M	0.33%
82	COPART INC	CPRT	22,717	$1.3M	0.33%
83	CONOCOPHILLIPS	COP	12,234	$1.3M	0.33%
84	ROCKWELL AUTOMATION INC	ROK	4,972	$1.3M	0.33%
85	LAM RESEARCH CORP	LRCX	17,541	$1.3M	0.33%
86	WALMART INC	WMT	13,642	$1.2M	0.31%
87	PHILIP MORRIS INTL INC	718172109	7,372	$1.2M	0.30%
88	AUTODESK INC	ADSK	4,460	$1.2M	0.30%
89	DISNEY WALT CO	254687106	11,825	$1.2M	0.30%
90	DANAHER CORPORATION	235851102	5,628	$1.2M	0.30%
91	MCDONALDS CORP	MCD	3,627	$1.1M	0.29%
92	US FOODS HLDG CORP	USFD	17,198	$1.1M	0.29%
93	ELECTRONIC ARTS INC	EA	7,776	$1.1M	0.29%
94	GALLAGHER ARTHUR J & CO	363576109	3,246	$1.1M	0.29%
95	ECOLAB INC	ECL	4,419	$1.1M	0.29%
96	VANGUARD WORLD FD	92204A504	4,166	$1.1M	0.28%
97	L3HARRIS TECHNOLOGIES INC	LHX	5,187	$1.1M	0.28%
98	MORGAN STANLEY	MS-PQ	9,099	$1.1M	0.27%
99	BRISTOL-MYERS SQUIBB CO	CELG-RI	17,180	$1.0M	0.27%
100	MOODYS CORP	MCO	2,207	$1.0M	0.26%
101	VANGUARD WORLD FD	92204A884	6,769	$1.0M	0.26%
102	SELECT SECTOR SPDR TR	81369Y803	4,825	$996,266	0.26%
103	VANGUARD INDEX FDS	922908629	3,845	$994,394	0.26%
104	TJX COS INC NEW	872540109	8,132	$990,478	0.25%
105	THERMO FISHER SCIENTIFIC INC	TMO	1,985	$987,736	0.25%
106	KIMBERLY-CLARK CORP	KMB	6,940	$986,992	0.25%
107	HONEYWELL INTL INC	438516106	4,632	$980,826	0.25%
108	SELECT SECTOR SPDR TR	81369Y886	12,182	$960,568	0.25%
109	PALO ALTO NETWORKS INC	PANW	5,602	$955,925	0.25%
110	GENERAL DYNAMICS CORP	GD	3,470	$945,853	0.24%
111	LABCORP HOLDINGS INC	LH	4,041	$940,502	0.24%
112	ISHARES TR	464288810	14,922	$898,155	0.23%
113	ROSS STORES INC	ROST	6,932	$885,840	0.23%
114	CITIGROUP INC	C-PR	12,259	$870,266	0.22%
115	WEC ENERGY GROUP INC	WEC	7,822	$852,480	0.22%
116	APPLIED MATLS INC	038222105	5,769	$837,197	0.22%
117	VERTEX PHARMACEUTICALS INC	VRTX	1,718	$832,921	0.21%
118	SPDR SER TR	78464A763	6,034	$818,646	0.21%
119	SCHLUMBERGER LTD	SLB	19,178	$801,640	0.21%
120	COLGATE PALMOLIVE CO	CL	8,373	$784,590	0.20%
121	EQUIFAX INC	EFX	3,209	$781,584	0.20%
122	US BANCORP DEL	USB-PS	18,411	$777,292	0.20%
123	MASTERCARD INCORPORATED	MA	1,358	$744,347	0.19%
124	ALPHABET INC	GOOG	4,809	$743,664	0.19%
125	PNC FINL SVCS GROUP INC	693475105	4,194	$737,179	0.19%
126	AMERICAN EXPRESS CO	AXP	2,737	$736,390	0.19%
127	MGM RESORTS INTERNATIONAL	MGM	24,314	$720,667	0.19%
128	DEERE & CO	DE	1,475	$692,291	0.18%
129	SHERWIN WILLIAMS CO	SHW	1,976	$689,856	0.18%
130	SCHWAB STRATEGIC TR	808524755	18,632	$673,372	0.17%
131	VANGUARD INDEX FDS	922908744	3,896	$672,941	0.17%
132	CVS HEALTH CORP	CVS	9,863	$668,218	0.17%
133	3M CO	MMM	4,453	$654,007	0.17%
134	CLOROX CO DEL	CLX	4,424	$651,434	0.17%
135	STANLEY BLACK & DECKER INC	SWK	8,193	$629,878	0.16%
136	TARGET CORP	TGT	5,989	$625,012	0.16%
137	CUMMINS INC	CMI	1,933	$605,880	0.16%
138	COSTCO WHSL CORP NEW	22160K105	635	$600,570	0.15%
139	ISHARES TR	464287515	6,680	$594,453	0.15%
140	DOMINION ENERGY INC	D	10,583	$593,381	0.15%
141	UNION PAC CORP	UNP	2,493	$588,986	0.15%
142	QUALCOMM INC	QCOM	3,822	$587,167	0.15%
143	COMCAST CORP NEW	CCZ	15,576	$574,754	0.15%
144	BOOKING HOLDINGS INC	BKNG	124	$571,257	0.15%
145	GE AEROSPACE	369604301	2,702	$540,805	0.14%
146	NORTHERN TR CORP	NTRSO	5,482	$540,799	0.14%
147	DIAMONDBACK ENERGY INC	FANG	3,375	$539,595	0.14%
148	MARRIOTT INTL INC NEW	571903202	2,260	$538,332	0.14%
149	ISHARES TR	464287655	2,660	$530,690	0.14%
150	FIRST CTZNS BANCSHARES INC N	31946M103	282	$522,862	0.13%
151	ISHARES TR	464287168	3,825	$513,659	0.13%
152	CARRIER GLOBAL CORPORATION	CARR	7,893	$500,416	0.13%
153	ASML HOLDING N V	ASMLF	746	$494,322	0.13%
154	INTUITIVE SURGICAL INC	ISRG	980	$485,365	0.12%
155	QUEST DIAGNOSTICS INC	DGX	2,754	$465,977	0.12%
156	THE CIGNA GROUP	125523100	1,373	$451,717	0.12%
157	HERSHEY CO	HSY	2,615	$447,243	0.12%
158	TYLER TECHNOLOGIES INC	TYL	767	$445,926	0.11%
159	RIO TINTO PLC	RTNTF	7,333	$440,571	0.11%
160	INTERNATIONAL BUSINESS MACHS	INTR	1,761	$437,849	0.11%
161	SCHWAB STRATEGIC TR	808524797	15,522	$433,985	0.11%
162	ROYAL BK CDA	780087102	3,778	$425,856	0.11%
163	MONDELEZ INTL INC	609207105	6,084	$412,799	0.11%
164	ISHARES TR	464287556	3,096	$395,978	0.10%
165	TYSON FOODS INC	TSN	6,200	$395,622	0.10%
166	YUM BRANDS INC	YUM	2,514	$395,603	0.10%
167	VANGUARD INDEX FDS	922908769	1,432	$393,471	0.10%
168	VERIZON COMMUNICATIONS INC	VZ	8,643	$392,046	0.10%
169	ULTA BEAUTY INC	ULTA	1,045	$383,034	0.10%
170	ISHARES TR	464287598	2,031	$382,153	0.10%
171	BOEING CO	BA-PA	2,187	$372,993	0.10%
172	WISDOMTREE TR	WT	4,620	$368,953	0.09%
173	TEXAS INSTRS INC	882508104	2,000	$359,400	0.09%
174	ISHARES TR	464287705	2,887	$345,613	0.09%
175	DOVER CORP	DOV	1,950	$342,576	0.09%
176	HOME DEPOT INC	HD	933	$341,935	0.09%
177	CARLYLE GROUP INC	CGABL	7,615	$331,938	0.09%
178	BIOGEN INC	BIIB	2,380	$325,679	0.08%
179	ISHARES TR	464287234	7,392	$323,030	0.08%
180	COCA COLA CO	KO	4,501	$322,362	0.08%
181	ADVANCED MICRO DEVICES INC	AMD	3,021	$310,378	0.08%
182	TRANE TECHNOLOGIES PLC	TT	895	$301,543	0.08%
183	T ROWE PRICE ETF INC	87283Q206	6,867	$287,527	0.07%
184	ISHARES TR	464287200	492	$276,455	0.07%
185	REVVITY INC	RVTY	2,589	$273,937	0.07%
186	CANADIAN PACIFIC KANSAS CITY	CP	3,805	$267,149	0.07%
187	CHUBB LIMITED	CB	872	$263,335	0.07%
188	AMERICAN CENTY ETF TR	025072133	3,950	$242,702	0.06%
189	NORFOLK SOUTHN CORP	655844108	1,003	$237,561	0.06%
190	SMUCKER J M CO	832696405	2,002	$237,057	0.06%
191	ALTRIA GROUP INC	MO	3,918	$235,158	0.06%
192	PFIZER INC	PFE	9,187	$232,806	0.06%
193	VANGUARD INDEX FDS	922908363	441	$226,690	0.06%
194	VANGUARD SPECIALIZED FUNDS	921908844	1,162	$225,483	0.06%
195	GE VERNOVA INC	GEV	732	$223,465	0.06%
196	SYSCO CORP	SYY	2,892	$217,016	0.06%
197	MEDTRONIC PLC	MDT	2,409	$216,473	0.06%
198	ISHARES TR	464287473	1,704	$214,612	0.06%
199	MCCORMICK & CO INC	MKC-V	2,510	$206,598	0.05%
200	BALL CORP	BALL	3,875	$201,771	0.05%
201	INVESCO EXCHANGE TRADED FD T	IVZ	10,681	$152,525	0.04%