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  Name: TRIANGLE SECURITIES WEALTH MANAGEMENT
  City: RALEIGH
  State: NC
  Zip: 27608
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $350,814,000
  Total Value Change : $29,187,000
  Securities Held Change : 1
   
All Securities Held : 193
  New Positions : 4
  Closed Positions : 3
  Increased Positions : 73
  Unchanged Positions : 23
  Decreased Positions : 93

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CMI)1 Year Chart         CMI Cummins Inc 136 New $291.45 $594,000 2,017 0.17% 594,000 2,017 0.001    Diversified Machinery
   (WEC)1 Year Chart         WEC WEC Energy Group Inc 146 New $84.88 $477,000 5,803 0.14% 477,000 5,803 0.002    Multi Utilities
   (IWS)1 Year Chart         IWS iShares Tr Rssll Midcap Valu 192 New $123.30 $204,000 1,625 0.06% 204,000 1,625 0.001    Closed - End Fund - E...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 193 New $254.54 $201,000 777 0.06% 201,000 777 0    Property & Casualty I...

      4 Records Found
  1    
Page 1 of 1
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