Triangle Securities Wealth Management
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Triangle Securities Wealth Management
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | JAVA | J P MORGAN EXCHANGE TRADED F | 4.04% | 17.808 M $ | 248192 | 2023/09/30 | 7.219 K $ | 0.04 % |
| 2026/03/31 | SCHM | SCHWAB STRATEGIC TR | 3.74% | 16.472 M $ | 532039 | 2016/03/31 | 459.979 K $ | 2.96 % |
| 2026/03/31 | VGT | VANGUARD WORLD FD | 3.15% | 13.870 M $ | 19879 | 2011/12/31 | -13.459 M $ | -88.43 % |
| 2026/03/31 | SLYV | SPDR SERIES TRUST | 2.67% | 11.754 M $ | 124281 | 2019/03/31 | 450.582 K $ | 3.97 % |
| 2026/03/31 | GOOG | ALPHABET INC | 2.51% | 11.060 M $ | 38555 | 2015/12/31 | -1.084 M $ | -8.59 % |
| 2026/03/31 | SAMT | ADVISORS INNER CIRCLE FD III | 2.32% | 10.202 M $ | 259798 | 2022/09/30 | 197.637 K $ | 1.97 % |
| 2026/03/31 | IJH | ISHARES TR | 2.28% | 10.036 M $ | 148616 | 2018/12/31 | 423.453 K $ | 2.33 % |
| 2026/03/31 | TPYP | TORTOISE CAPITAL SERIES TRUS | 2.18% | 9.618 M $ | 227063 | 2025/06/30 | 1.604 M $ | 20.03 % |
| 2026/03/31 | IJR | ISHARES TR | 2.10% | 9.268 M $ | 74557 | 2016/09/30 | 296.377 K $ | 3.44 % |
| 2026/03/31 | IUSB | ISHARES TR | 2.09% | 9.222 M $ | 199664 | 2022/12/31 | -68.290 K $ | -0.75 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 1.84% | 8.114 M $ | 21920 | 2011/12/31 | -2.714 M $ | -23.46 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 1.77% | 7.802 M $ | 45988 | 2011/12/31 | 2.275 M $ | 40.98 % |
| 2026/03/31 | AAPL | APPLE INC | 1.73% | 7.640 M $ | 30102 | 2011/12/31 | -1.097 M $ | -6.87 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 1.57% | 6.910 M $ | 23491 | 2011/12/31 | -698.974 K $ | -8.71 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 1.56% | 6.888 M $ | 268645 | 2016/03/31 | -328.757 K $ | -4.72 % |
| 2026/03/31 | BN | BROOKFIELD CORP | 1.42% | 6.261 M $ | 154705 | 2024/06/30 | -808.262 K $ | -11.81 % |
| 2026/03/31 | JSML | JANUS DETROIT STR TR | 1.34% | 5.914 M $ | 84456 | 2023/12/31 | -276.614 K $ | -4.80 % |
| 2026/03/31 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 1.31% | 5.760 M $ | 195324 | 2023/12/31 | -11.575 K $ | -0.20 % |
| 2026/03/31 | GS | GOLDMAN SACHS GROUP INC | 1.28% | 5.625 M $ | 6649 | 2011/12/31 | -220.440 K $ | -3.76 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 1.23% | 5.409 M $ | 100072 | 2023/12/31 | 28.792 K $ | 0.54 % |
| 2026/03/31 | KKR | KKR & CO INC | 1.23% | 5.403 M $ | 58407 | 2020/12/31 | -2.075 M $ | -27.44 % |
| 2026/03/31 | LOW | LOWES COS INC | 1.18% | 5.187 M $ | 21954 | 2011/12/31 | -111.976 K $ | -2.02 % |
| 2026/03/31 | AVGO | BROADCOM INC | 1.17% | 5.169 M $ | 16699 | 2018/06/30 | -618.627 K $ | -10.57 % |
| 2026/03/31 | BX | BLACKSTONE INC | 1.14% | 5.037 M $ | 43807 | 2020/12/31 | -1.699 M $ | -25.40 % |
| 2026/03/31 | FBND | FIDELITY MERRIMACK STR TR | 1.07% | 4.731 M $ | 103709 | 2024/09/30 | -40.063 K $ | -0.91 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 1.07% | 4.707 M $ | 19256 | 2011/12/31 | 715.834 K $ | 18.12 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 1.02% | 4.501 M $ | 6353 | 2011/12/31 | 1.844 M $ | 25.89 % |
| 2026/03/31 | QLTY | GMO ETF TRUST | 1.00% | 4.410 M $ | 121885 | 2024/09/30 | -268.424 K $ | -5.93 % |
| 2026/03/31 | VCR | VANGUARD WORLD FD | 0.98% | 4.318 M $ | 12028 | 2014/12/31 | -423.111 K $ | -8.86 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 0.96% | 4.243 M $ | 28647 | 2014/09/30 | 133.616 K $ | 3.19 % |
| 2026/03/31 | KIE | SPDR SERIES TRUST | 0.95% | 4.187 M $ | 76126 | 2011/12/31 | -394.247 K $ | -8.56 % |
| 2026/03/31 | RTX | RTX CORPORATION | 0.91% | 4.009 M $ | 20785 | 2020/06/30 | 206.387 K $ | 5.18 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.89% | 3.909 M $ | 4250 | 2016/09/30 | -674.787 K $ | -14.41 % |
| 2026/03/31 | IJK | ISHARES TR | 0.88% | 3.897 M $ | 38732 | 2023/12/31 | 140.852 K $ | 3.86 % |
| 2026/03/31 | DUK | DUKE ENERGY CORP NEW | 0.86% | 3.796 M $ | 28987 | 2012/09/30 | 399.968 K $ | 11.71 % |
| 2026/03/31 | AVMV | AMERICAN CENTY ETF TR | 0.80% | 3.506 M $ | 47262 | 2025/03/31 | 82.224 K $ | 4.19 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.79% | 3.502 M $ | 6120 | 2017/09/30 | -542.009 K $ | -13.33 % |
| 2026/03/31 | WAB | WABTEC | 0.78% | 3.437 M $ | 13753 | 2011/12/31 | 507.450 K $ | 17.08 % |
| 2026/03/31 | NEE | NEXTERA ENERGY INC | 0.78% | 3.425 M $ | 36873 | 2011/12/31 | 479.228 K $ | 15.70 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.77% | 3.410 M $ | 16375 | 2017/12/31 | -372.503 K $ | -9.77 % |
| 2026/03/31 | SCHA | SCHWAB STRATEGIC TR | 0.75% | 3.292 M $ | 113215 | 2018/12/31 | 70.173 K $ | 2.11 % |
| 2026/03/31 | EAGL | 2023 ETF SERIES TRUST | 0.74% | 3.240 M $ | 106500 | 2024/12/31 | -217.259 K $ | -6.28 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.72% | 3.179 M $ | 6634 | 2011/12/31 | -159.835 K $ | -4.67 % |
| 2026/03/31 | V | VISA INC | 0.72% | 3.159 M $ | 10453 | 2011/12/31 | -521.100 K $ | -13.82 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.71% | 3.135 M $ | 20189 | 2011/12/31 | 235.305 K $ | 8.20 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.71% | 3.119 M $ | 17883 | 2022/09/30 | -218.925 K $ | -6.49 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.71% | 3.118 M $ | 63956 | 2011/12/31 | -404.025 K $ | -11.36 % |
| 2026/03/31 | SCHB | SCHWAB STRATEGIC TR | 0.69% | 3.023 M $ | 120443 | 2022/12/31 | -136.250 K $ | -4.31 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.64% | 2.835 M $ | 13704 | 2011/12/31 | 797.788 K $ | 35.75 % |
| 2026/03/31 | EMR | EMERSON ELEC CO | 0.61% | 2.705 M $ | 20645 | 2015/03/31 | -36.011 K $ | -1.28 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 0.60% | 2.651 M $ | 6068 | 2017/03/31 | -293.192 K $ | -10.47 % |
| 2026/03/31 | IJS | ISHARES TR | 0.58% | 2.577 M $ | 21756 | 2014/12/31 | 103.374 K $ | 4.16 % |
| 2026/03/31 | LIN | LINDE PLC | 0.58% | 2.560 M $ | 5163 | 2023/03/31 | 363.845 K $ | 16.27 % |
| 2026/03/31 | SAGP | ADVISORS INNER CIRCLE FD III | 0.58% | 2.556 M $ | 74488 | 2022/12/31 | 32.098 K $ | 1.27 % |
| 2026/03/31 | WFC | WELLS FARGO & CO | 0.57% | 2.526 M $ | 31730 | 2011/12/31 | -896.342 K $ | -15.37 % |
| 2026/03/31 | AMGN | AMGEN INC | 0.54% | 2.363 M $ | 6717 | 2011/12/31 | 164.859 K $ | 7.50 % |
| 2026/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 0.52% | 2.280 M $ | 11880 | 2018/06/30 | 4.221 K $ | 0.19 % |
| 2026/03/31 | DFIV | DIMENSIONAL ETF TRUST | 0.51% | 2.259 M $ | 42807 | 2025/06/30 | 112.176 K $ | 5.77 % |
| 2026/03/31 | LRCX | LAM RESEARCH CORP | 0.51% | 2.231 M $ | 10443 | 2024/12/31 | 675.304 K $ | 24.82 % |
| 2026/03/31 | XLRE | SELECT SECTOR SPDR TR | 0.50% | 2.202 M $ | 53931 | 2024/06/30 | 24.763 K $ | 1.19 % |
| 2026/03/31 | GRMN | GARMIN LTD | 0.50% | 2.194 M $ | 9458 | 2022/06/30 | 278.565 K $ | 14.38 % |
| 2026/03/31 | CTVA | CORTEVA INC | 0.50% | 2.188 M $ | 26143 | 2019/06/30 | 440.985 K $ | 24.88 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.47% | 2.061 M $ | 2068 | 2020/09/30 | 268.582 K $ | 15.55 % |
| 2026/03/31 | LYV | LIVE NATION ENTERTAINMENT IN | 0.46% | 2.041 M $ | 13380 | 2022/09/30 | 133.403 K $ | 7.02 % |
| 2026/03/31 | NOW | SERVICENOW INC | 0.45% | 1.989 M $ | 19023 | 2021/06/30 | -467.916 K $ | -31.75 % |
| 2026/03/31 | AMAT | APPLIED MATLS INC | 0.45% | 1.962 M $ | 5741 | 2020/09/30 | 491.076 K $ | 33.00 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.44% | 1.934 M $ | 13387 | 2011/12/31 | 16.342 K $ | 0.79 % |
| 2026/03/31 | DFSV | DIMENSIONAL ETF TRUST | 0.41% | 1.791 M $ | 51125 | 2025/06/30 | 19.997 K $ | 6.54 % |
| 2026/03/31 | LHX | L3HARRIS TECHNOLOGIES INC | 0.39% | 1.707 M $ | 4945 | 2019/09/30 | 256.043 K $ | 17.57 % |
| 2026/03/31 | ROK | ROCKWELL AUTOMATION INC | 0.38% | 1.694 M $ | 4721 | 2022/06/30 | -144.308 K $ | -7.76 % |
| 2026/03/31 | CRM | SALESFORCE INC | 0.37% | 1.634 M $ | 8752 | 2016/09/30 | -662.536 K $ | -29.53 % |
| 2026/03/31 | WMT | WALMART INC | 0.36% | 1.598 M $ | 12862 | 2014/09/30 | 167.297 K $ | 11.55 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.36% | 1.597 M $ | 13278 | 2011/12/31 | 199.493 K $ | 14.28 % |
| 2026/03/31 | VT | VANGUARD INTL EQUITY INDEX F | 0.36% | 1.588 M $ | 11484 | 2023/09/30 | -32.375 K $ | -1.94 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.35% | 1.559 M $ | 10597 | 2011/12/31 | -618.579 K $ | -24.52 % |
| 2026/03/31 | COP | CONOCOPHILLIPS | 0.34% | 1.517 M $ | 11489 | 2020/06/30 | 445.669 K $ | 41.01 % |
| 2026/03/31 | USFD | US FOODS HLDG CORP | 0.33% | 1.475 M $ | 16000 | 2022/03/31 | 277.080 K $ | 22.42 % |
| 2026/03/31 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.33% | 1.436 M $ | 2 | 2025/03/31 | -73.320 K $ | -4.86 % |
| 2026/03/31 | ROST | ROSS STORES INC | 0.32% | 1.417 M $ | 6541 | 2022/03/31 | 241.454 K $ | 20.26 % |
| 2026/03/31 | TMO | THERMO FISHER SCIENTIFIC INC | 0.32% | 1.399 M $ | 2846 | 2022/09/30 | -244.065 K $ | -15.17 % |
| 2026/03/31 | MS | MORGAN STANLEY | 0.32% | 1.391 M $ | 8454 | 2011/12/31 | -114.773 K $ | -7.30 % |
| 2026/03/31 | DHR | DANAHER CORP DEL | 0.31% | 1.354 M $ | 7140 | 2023/06/30 | -280.587 K $ | -17.18 % |
| 2026/03/31 | VHT | VANGUARD WORLD FD | 0.30% | 1.335 M $ | 4901 | 2021/03/31 | -72.012 K $ | -5.39 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.30% | 1.307 M $ | 4544 | 2016/03/31 | -117.151 K $ | -8.13 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 0.29% | 1.261 M $ | 9490 | 2011/12/31 | -106.161 K $ | -7.69 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.28% | 1.242 M $ | 4591 | 2011/12/31 | -273.494 K $ | -18.03 % |
| 2026/03/31 | VOX | VANGUARD WORLD FD | 0.28% | 1.224 M $ | 6807 | 2020/06/30 | -95.592 K $ | -7.12 % |
| 2026/03/31 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.27% | 1.200 M $ | 7627 | 2022/09/30 | -35.549 K $ | -2.89 % |
| 2026/03/31 | AMT | AMERICAN TOWER CORP | 0.27% | 1.195 M $ | 6923 | 2012/03/31 | -20.897 K $ | -1.70 % |
| 2026/03/31 | TJX | TJX COS INC NEW | 0.27% | 1.185 M $ | 7422 | 2017/06/30 | 45.407 K $ | 3.96 % |
| 2026/03/31 | C | CITIGROUP INC | 0.27% | 1.183 M $ | 10427 | 2011/12/31 | -37.004 K $ | -2.81 % |
| 2026/03/31 | EA | ELECTRONIC ARTS INC | 0.27% | 1.169 M $ | 5735 | 2019/03/31 | -2.676 K $ | -0.23 % |
| 2026/03/31 | GD | GENERAL DYNAMICS CORP | 0.26% | 1.152 M $ | 3357 | 2011/12/31 | 22.107 K $ | 1.95 % |
| 2026/03/31 | FCNCA | FIRST CTZNS BANCSHARES INC D | 0.26% | 1.148 M $ | 609 | 2011/12/31 | -158.742 K $ | -12.19 % |
| 2026/03/31 | LYB | LYONDELLBASELL INDUSTRIES NV | 0.25% | 1.109 M $ | 13760 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ECL | ECOLAB INC | 0.25% | 1.108 M $ | 4165 | 2011/12/31 | 14.560 K $ | 1.33 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.25% | 1.092 M $ | 3804 | 2018/12/31 | -11.491 K $ | -1.05 % |
| 2026/03/31 | XLU | SELECT SECTOR SPDR TR | 0.25% | 1.092 M $ | 23798 | 2011/12/31 | 76.144 K $ | 7.50 % |
| 2026/03/31 | VEEV | VEEVA SYS INC | 0.25% | 1.088 M $ | 6192 | 2019/09/30 | -290.747 K $ | -21.31 % |
| 2026/03/31 | LH | LABCORP HOLDINGS INC | 0.24% | 1.041 M $ | 3901 | 2024/06/30 | 62.811 K $ | 6.35 % |