Triangle Securities Wealth Management

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Assets, Funds, Holdings

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Triangle Securities Wealth Management
CRD #148156
SEC #801-69531
CIK #1541353
AUM $684.8 MM (100% Disc, 100% US)
Employees13 (85% Investors, 0% Brokers)
Phone919-838-3221
Address1301 Annapolis Drive
Raleigh, NC 27608
Links IAPDexternal EDGARexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IJS 9.0
SCHM 8.1
VGT 7.3
XOM 337,850.0 4.3
LOW 80,620.0 3.9
JNJ 369,000.0 3.8
JPM 341,670.0 3.6
GOOG 817,370.0 3.6
MSFT 865,660.0 3.4
KIE 3.3
View All
Holdings by Sector ($BB)
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