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CIK: 0001541353
Total reported value
$503.7M
$503.7M
199 檔
12.7%
According to the latest 13F quarterly dataset, Triangle Securities Wealth Management managed an equity portfolio of $503.7M at the end of Q3 2024, spanning 199 distinct U.S. exchange-listed positions.
In Q3 2024, Triangle Securities Wealth Management adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 3.77% | -0.05% | +350.85% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.66% | +0.14% | +2.85% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.33% | +0.57% | -0.41% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.02% | -0.33% | -3.41% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.80% | +0.02% | -0.30% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.25% | -0.19% | +1.72% | |
| 7 | KKR | Kkr & Co Inc | Stock-Financials | 2.23% | -0.18% | -5.45% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.09% | +0.05% | -0.86% | |
| 9 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 2.09% | — | -2.68% | |
| 10 | SAMT | Strategas Macro Them Opps | ETF-Other | 2.04% | +0.11% | -0.22% | |
| 11 | BX | Blackstone Inc | Stock-Financials | 1.99% | +0.91% | -2.97% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.92% | -0.01% | -2.01% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.79% | +0.12% | +2.47% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.78% | +0.02% | +2.32% | |
| 15 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.72% | -0.20% | -1.04% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.51% | -0.05% | -1.62% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.48% | -0.54% | -3.31% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.48% | +0.06% | -2.48% | |
| 19 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 1.22% | -0.04% | -1.31% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.21% | -0.03% | +3.93% | |
| 21 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.20% | -0.01% | -2.04% | |
| 22 | BN | Brookfield CORP | Stock-Financials | 1.11% | -0.09% | +123.34% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.98% | +0.03% | -2.49% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.02% | +918.32% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.07% | -9.10% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.91% | -0.07% | -2.03% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.11% | -7.99% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | -0.01% | +1.80% | |
| 29 | DUK | Duke Energy CORP | Stock-Utilities | 0.88% | -0.14% | -2.31% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.88% | -0.17% | -0.62% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -0.11% | -4.63% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | -0.04% | -0.38% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.78% | +0.02% | -3.10% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.76% | -0.14% | -3.36% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.75% | -0.16% | — | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.17% | -2.73% | |
| 37 | WAB | Wabtec CORP | Stock-Industrials | 0.71% | -0.05% | +1.87% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.71% | +0.28% | -1.43% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.05% | -0.30% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.70% | -0.11% | -3.73% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.68% | -0.06% | -0.52% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.66% | +0.02% | +0.76% | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.65% | +0.10% | +0.46% | |
| 44 | TFC | Truist Financial CORP | Stock-Financials | 0.64% | -0.04% | -6.08% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.63% | -0.11% | -0.90% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.19% | +0.53% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.10% | -1.22% | |
| 48 | SAGP | Strategas Global Policy Opp | ETF-Other | 0.62% | -0.07% | -3.88% | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.60% | +0.01% | -1.76% | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.59% | -0.03% | -0.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JAVA | Jpmorgan Active Value ETF | +2.9% | +350.85% | Add |
| 2 | BN | Brookfield CORP | +0.7% | +123.34% | Add |
| 3 | FBND | Fidelity Total Bond ETF | +0.3% | NEW | New buy |
| 4 | XLRE | Ss Real Estate Select Sector | +0.3% | +161.58% | Add |
| 5 | QLTY | Gmo U.s. Quality ETF | +0.3% | NEW | New buy |
| 6 | CPRT | Copart Inc | +0.2% | NEW | New buy |
| 7 | BX | Blackstone Inc | +0.2% | -2.97% | Trim |
| 8 | LOW | Lowe's Cos Inc | +0.2% | -1.04% | Trim |
| 9 | KKR | Kkr & Co Inc | +0.2% | -5.45% | Trim |
| 10 | AMD | Advanced Micro Devices | +0.1% | +186.46% | Add |
| 11 | ULTA | Ulta Beauty Inc | +0.1% | NEW | New buy |
| 12 | SWK | Stanley Black & Decker Inc | +0.1% | +0.81% | Add |
| 13 | NEE | Nextera Energy Inc | +0.1% | — | Unchanged |
| 14 | LYV | Live Nation Entertainment In | +0.1% | +7.76% | Add |
| 15 | CGXU | Cap Group Intl Focus | +0.1% | +53.98% | Add |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.47% | Add |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3.93% | Add |
| 18 | RTX | Rtx CORP | +0.1% | -3.36% | Trim |
| 19 | WAB | Wabtec CORP | +0.1% | +1.87% | Add |
| 20 | ORCL | Oracle CORP | +0.1% | -3.73% | Trim |
| 21 | CAT | Caterpillar Inc | 0% | -1.43% | Trim |
| 22 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | -0.30% | Trim |
| 23 | KIE | Ss Spdr S&p Insurance ETF | 0% | -1.31% | Trim |
| 24 | SCHM | Schwab US Mid Cap ETF | 0% | +2.85% | Add |
| 25 | DUK | Duke Energy CORP | 0% | -2.31% | Trim |
| 26 | UNH | Unitedhealth Group Inc | 0% | -1.22% | Trim |
| 27 | AVGO | Broadcom Inc | — | +918.32% | Add |
| 28 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.32% | Add |
| 29 | AAPL | Apple Inc | 0% | -2.01% | Trim |
| 30 | VCR | Vanguard Consumer Discre ETF | 0% | -2.04% | Trim |
| 31 | TPYP | Tortoise North American Pipeline Fund | -0.1% | -2.68% | Trim |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | +1.72% | Add |
| 33 | SAMT | Strategas Macro Them Opps | -0.1% | -0.22% | Trim |
| 34 | SPGP | Invesco S&p 500 Garp ETF | -0.1% | EXIT | Sold out |
| 35 | INTC | Intel CORP | -0.1% | EXIT | Sold out |
| 36 | NKE | Nike Inc -cl B | -0.1% | -46.56% | Trim |
| 37 | BMY | Bristol-myers Squibb Co | -0.1% | -37.25% | Trim |
| 38 | AMAT | Applied Materials Inc | -0.1% | -8.98% | Trim |
| 39 | LMT | Lockheed Martin CORP | -0.1% | -73.86% | Trim |
| 40 | DIS | Walt Disney Co/the | -0.2% | -27.19% | Trim |
| 41 | MRK | Merck & Co. Inc. | -0.2% | -15.18% | Trim |
| 42 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -56.60% | Trim |
| 43 | CVS | Cvs Health CORP | -0.2% | -40.83% | Trim |
| 44 | LLY | Eli Lilly & Co | -0.2% | -7.99% | Trim |
| 45 | LRCXEUR | Lam Research CORP | -0.2% | -4.56% | Trim |
| 46 | GRMN | Garmin Ltd. | -0.2% | -28.04% | Trim |
| 47 | BWA | Borgwarner Inc | -0.2% | EXIT | Sold out |
| 48 | EL | Estee Lauder Companies-cl A | -0.2% | -66.31% | Trim |
| 49 | GOOG | Alphabet Inc-cl C | -0.4% | -0.86% | Trim |
| 50 | MSFT | Microsoft CORP | -0.5% | -3.41% | Trim |
According to official SEC Form 13F filings, Triangle Securities Wealth Management reported a total U.S. public equity portfolio value of $503.7M across 199 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JAVA, SCHM, VGT) accounted for 12.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
FBND
市值: $1.3M
Top Position Liquidated / Trimmed
BWA
前期市值: $807.4K
During Q3 2024, Triangle Securities Wealth Management's top holdings by market value included JAVA (3.8%)、SCHM (3.7%)、VGT (3.3%). The largest single position, JAVA, represented 3.8% of total portfolio value.
In Q3 2024, Triangle Securities Wealth Management made 49 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 28 holdings, and fully liquidating 3 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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