Portfolio (Quarterly)
Guide ↗
Triangle Securities Wealth Management
· CIK 0001541353| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ENB | ENBRIDGE INC | Energy | 49,548 | $2.4M | 0.50% | SOLD |
| 2 | SLYG | SPDR SERIES TRUST | — | 17,708 | $1.7M | 0.35% | SOLD |
| 3 | ROP | ROPER TECHNOLOGIES INC | Industrials | 1,473 | $656K | 0.14% | SOLD |
| 4 | Q | QNITY ELECTRONICS INC | Technology | 6,950 | $567K | 0.12% | SOLD |
| 5 | EFX | EQUIFAX INC | Industrials | 2,418 | $525K | 0.11% | SOLD |
| 6 | FDX | FEDEX CORP | Industrials | 1,000 | $259K | 0.06% | SOLD |
| 7 | RSPT | INVESCO EXCHANGE TRADED FD T | — | 4,405 | $200K | 0.04% | SOLD |
Sector Allocation
Financial Services
22.1%
Technology
18.2%
Industrials
12.7%
Healthcare
10.0%
Communication Services
8.8%
Consumer Cyclical
7.0%
Consumer Defensive
6.2%
Energy
6.1%
Basic Materials
4.3%
Utilities
4.1%