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CIK: 0001541353
Total reported value
$503.7M
$503.7M
193 檔
10.9%
As reported in its official Q1 2024 Form 13F filing, Triangle Securities Wealth Management's tracked investment portfolio stood at $503.7M with 193 total positions.
During Q1 2024, Triangle Securities Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.79% | +0.14% | +1.30% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.44% | -0.33% | -0.37% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.30% | +0.57% | -2.93% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.93% | +0.02% | +0.59% | |
| 5 | KKR | Kkr & Co Inc | Stock-Financials | 2.19% | -0.18% | -7.51% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.18% | +0.05% | -1.83% | |
| 7 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 2.13% | — | +0.70% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.10% | -0.19% | +8.45% | |
| 9 | SAMT | Strategas Macro Them Opps | ETF-Other | 2.04% | +0.11% | +0.96% | |
| 10 | BX | Blackstone Inc | Stock-Financials | 2.01% | +0.91% | -5.58% | |
| 11 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.85% | -0.20% | +0.28% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.81% | +0.02% | +409.68% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.70% | +0.12% | +4.34% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.68% | -0.54% | +3.07% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.65% | -0.05% | -1.56% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.62% | -0.01% | -3.25% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.59% | +0.06% | +2.01% | |
| 18 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.27% | -0.01% | -0.67% | |
| 19 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 1.26% | -0.04% | -1.02% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.08% | -0.07% | +0.06% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.08% | -0.03% | +61.17% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.00% | -0.07% | -0.57% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.00% | -0.17% | +2.89% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | -0.04% | +0.06% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | +0.11% | -2.65% | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.95% | +0.03% | -1.73% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | -0.01% | +1.94% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.11% | +1.47% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.87% | +0.02% | -1.79% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.02% | -2.55% | |
| 31 | DUK | Duke Energy CORP | Stock-Utilities | 0.78% | -0.14% | +4.67% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.77% | -0.11% | -1.09% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.74% | +0.28% | -1.07% | |
| 34 | LIN | Linde plc | Stock-Materials | 0.74% | -0.06% | -1.39% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.19% | +1.94% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.05% | +3.50% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.17% | -8.40% | |
| 38 | TFC | Truist Financial CORP | Stock-Financials | 0.71% | -0.04% | -3.35% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.69% | -0.14% | -0.13% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.69% | +0.10% | +2.17% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.69% | -0.03% | -2.51% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.68% | +0.02% | +2.04% | |
| 43 | GRMN | Garmin Ltd. | Stock-Tech | 0.66% | -0.06% | -0.12% | |
| 44 | WAB | Wabtec CORP | Stock-Industrials | 0.64% | -0.05% | -1.52% | |
| 45 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.64% | +0.01% | +0.09% | |
| 46 | SAGP | Strategas Global Policy Opp | ETF-Other | 0.63% | -0.07% | +0.61% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.63% | -0.16% | +0.73% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.62% | -0.14% | EXIT | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.62% | -0.04% | -0.09% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.62% | -0.02% | -0.21% |
According to official SEC Form 13F filings, Triangle Securities Wealth Management reported a total U.S. public equity portfolio value of $503.7M across 193 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHM, MSFT, VGT) accounted for 10.9% of total reported equity market value during Q1 2024.
During Q1 2024, Triangle Securities Wealth Management's top holdings by market value included SCHM (3.8%)、MSFT (3.4%)、VGT (3.3%). The largest single position, SCHM, represented 3.8% of total portfolio value.
In Q1 2024, Triangle Securities Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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