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CIK: 0001541353
Total reported value
$503.7M
$503.7M
195 檔
11.3%
In Q2 2024, Triangle Securities Wealth Management's U.S. equity holdings reached a combined market value of $503.7M, distributed across 195 disclosed stock positions.
During Q2 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 | 3.64% | +0.14% | +1.62% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.59% | +0.57% | -0.10% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.55% | -0.33% | -2.04% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.77% | +0.02% | +1.09% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.53% | +0.05% | -2.81% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.32% | -0.19% | +12.43% | |
| 7 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 2.15% | — | -0.86% | |
| 8 | SAMT | Strategas Macro Them Opps | ETF-Other | 2.11% | +0.11% | +1.20% | |
| 9 | KKR | Kkr & Co Inc | Stock-Financials | 2.07% | -0.18% | -8.91% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.94% | -0.01% | -1.63% | |
| 11 | BX | Blackstone Inc | Stock-Financials | 1.81% | +0.91% | -3.35% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.79% | +0.02% | +3.22% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.74% | +0.12% | +6.88% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.64% | -0.54% | -0.22% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.61% | -0.05% | -2.21% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.57% | +0.06% | -3.81% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.55% | -0.20% | -2.14% | |
| 18 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.23% | -0.01% | -0.66% | |
| 19 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 1.19% | -0.04% | -0.71% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.16% | -0.03% | +3.68% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.08% | +0.11% | -2.50% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.00% | +0.03% | -1.69% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | -0.01% | -0.39% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.07% | -5.99% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.02% | -1.33% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.94% | -0.17% | +0.74% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.93% | -0.07% | -3.96% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.04% | -2.75% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.88% | +0.02% | -2.39% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | -0.11% | +7.81% | |
| 31 | DUK | Duke Energy CORP | Stock-Utilities | 0.86% | -0.14% | +7.05% | |
| 32 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.84% | -0.05% | +43.38% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.05% | -1.64% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.73% | -0.19% | +0.30% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.17% | -6.27% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.14% | +0.13% | |
| 37 | GRMN | Garmin Ltd. | Stock-Tech | 0.70% | -0.06% | -1.25% | |
| 38 | LIN | Linde plc | Stock-Materials | 0.69% | -0.06% | -0.73% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | -0.16% | -0.47% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.68% | -0.14% | EXIT | |
| 41 | TFC | Truist Financial CORP | Stock-Financials | 0.68% | -0.04% | -2.53% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.68% | +0.10% | +2.36% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.67% | +0.28% | -0.52% | |
| 44 | WAB | Wabtec CORP | Stock-Industrials | 0.66% | -0.05% | -4.00% | |
| 45 | EMR | Emerson Electric Co | Stock-Industrials | 0.66% | -0.03% | -1.15% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.66% | +0.02% | +0.55% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.66% | -0.11% | +0.48% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.65% | -0.11% | -4.47% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | -0.01% | +846.94% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.64% | -0.06% | -0.55% |
According to official SEC Form 13F filings, Triangle Securities Wealth Management reported a total U.S. public equity portfolio value of $503.7M across 195 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHM, VGT, MSFT) accounted for 11.3% of total reported equity market value during Q2 2024.
During Q2 2024, Triangle Securities Wealth Management's top holdings by market value included SCHM (3.6%)、VGT (3.6%)、MSFT (3.5%). The largest single position, SCHM, represented 3.6% of total portfolio value.
In Q2 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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