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CIK: 0001541353
Total reported value
$503.7M
$503.7M
198 檔
12.8%
During the Q4 2024 filing period, Triangle Securities Wealth Management (CIK: 0001541353) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $503.7M across 198 reported positions.
In Q4 2024, Triangle Securities Wealth Management adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 3.81% | -0.05% | +3.19% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.59% | +0.14% | +196.71% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.45% | +0.57% | -1.54% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.87% | -0.33% | -2.14% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.78% | +0.02% | -0.48% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.32% | +0.05% | -2.03% | |
| 7 | KKR | Kkr & Co Inc | Stock-Financials | 2.31% | -0.18% | -7.73% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.20% | -0.19% | +2.77% | |
| 9 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 2.15% | — | -4.38% | |
| 10 | BX | Blackstone Inc | Stock-Financials | 2.11% | +0.91% | -5.28% | |
| 11 | SAMT | Strategas Macro Them Opps | ETF-Other | 2.09% | +0.11% | -1.65% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.98% | -0.01% | -3.20% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.84% | +0.02% | +4.12% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.76% | +0.12% | +0.81% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.66% | -0.05% | -2.90% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.52% | +0.06% | +204.40% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.52% | -0.20% | -2.42% | |
| 18 | BN | Brookfield CORP | Stock-Financials | 1.33% | -0.09% | +11.16% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.31% | -0.54% | -2.67% | |
| 20 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.27% | -0.01% | -2.76% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | +0.02% | -2.12% | |
| 22 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 1.19% | -0.04% | -1.00% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.12% | -0.03% | +1.59% | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.09% | +0.03% | -2.55% | |
| 25 | EAGL | Eagle Capital Select Eqty | ETF-Other | 1.00% | -0.07% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | -0.01% | -6.54% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | -0.04% | -2.77% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.92% | -0.07% | +3.20% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.07% | -3.28% | |
| 30 | DUK | Duke Energy CORP | Stock-Utilities | 0.85% | -0.14% | +3.45% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.82% | +0.02% | -4.20% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.77% | -0.17% | -0.99% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.75% | -0.11% | -1.96% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.11% | -1.21% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.11% | -4.84% | |
| 36 | WAB | Wabtec CORP | Stock-Industrials | 0.72% | -0.05% | -1.90% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.70% | -0.14% | -1.86% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.17% | -3.51% | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.68% | +0.10% | +5.81% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.67% | +0.02% | +106.29% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.11% | -0.98% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.05% | -1.53% | |
| 43 | EMR | Emerson Electric Co | Stock-Industrials | 0.65% | -0.03% | -1.85% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | +0.10% | +18.62% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.63% | -0.04% | -1.77% | |
| 46 | TFC | Truist Financial CORP | Stock-Financials | 0.63% | -0.04% | -2.92% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.28% | -4.43% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.62% | -0.16% | -2.18% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.19% | -2.29% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.60% | +0.01% | +0.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EAGL | Eagle Capital Select Eqty | +1% | NEW | New buy |
| 2 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 3 | AVGO | Broadcom Inc | +0.3% | -2.12% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -2.03% | Trim |
| 5 | BN | Brookfield CORP | +0.2% | +11.16% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -2.90% | Trim |
| 7 | FBND | Fidelity Total Bond ETF | +0.1% | +49.67% | Add |
| 8 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 9 | VGT | Vanguard Info Tech ETF | +0.1% | -1.54% | Trim |
| 10 | BX | Blackstone Inc | +0.1% | -5.28% | Trim |
| 11 | CRM | Salesforce Inc | +0.1% | -1.96% | Trim |
| 12 | VHT | Vanguard Health Care ETF | +0.1% | +101.08% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | -2.55% | Trim |
| 14 | WFC | Wells Fargo & Co | +0.1% | -1.77% | Trim |
| 15 | SCHD | Schwab US Dvd Equity ETF | +0.1% | NEW | New buy |
| 16 | HSY | Hershey Co/the | +0.1% | NEW | New buy |
| 17 | V | Visa Inc-class A Shares | +0.1% | -2.77% | Trim |
| 18 | KKR | Kkr & Co Inc | +0.1% | -7.73% | Trim |
| 19 | AMZN | Amazon.com Inc | +0.1% | -6.54% | Trim |
| 20 | CPRT | Copart Inc | +0.1% | +25.60% | Add |
| 21 | VCR | Vanguard Consumer Discre ETF | +0.1% | -2.76% | Trim |
| 22 | GRMN | Garmin Ltd. | +0.1% | -2.45% | Trim |
| 23 | TPYP | Tortoise North American Pipeline Fund | +0.1% | -4.38% | Trim |
| 24 | AAPL | Apple Inc | +0.1% | -3.20% | Trim |
| 25 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +4.12% | Add |
| 26 | LYV | Live Nation Entertainment In | +0.1% | -1.94% | Trim |
| 27 | JAVA | Jpmorgan Active Value ETF | 0% | +3.19% | Add |
| 28 | AMT | American Tower CORP | -0.1% | +2.10% | Add |
| 29 | VV | Vanguard Large-cap ETF | -0.1% | EXIT | Sold out |
| 30 | 6D8 | Dupont De Nemours Inc | -0.1% | -1.79% | Trim |
| 31 | AMAT | Applied Materials Inc | -0.1% | -3.83% | Trim |
| 32 | STZ | Constellation Brands Inc-a | -0.1% | -1.64% | Trim |
| 33 | CAT | Caterpillar Inc | -0.1% | -4.43% | Trim |
| 34 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +1.59% | Add |
| 35 | LIN | Linde plc | -0.1% | -2.67% | Trim |
| 36 | EL | Estee Lauder Companies-cl A | -0.1% | EXIT | Sold out |
| 37 | ADBE | Adobe Inc | -0.1% | -2.98% | Trim |
| 38 | CVS | Cvs Health CORP | -0.1% | -29.79% | Trim |
| 39 | SWK | Stanley Black & Decker Inc | -0.1% | -9.16% | Trim |
| 40 | PEP | Pepsico Inc | -0.1% | -0.99% | Trim |
| 41 | JNJ | Johnson & Johnson | -0.1% | -1.21% | Trim |
| 42 | NEE | Nextera Energy Inc | -0.1% | -2.18% | Trim |
| 43 | AMGN | Amgen Inc | -0.1% | -2.09% | Trim |
| 44 | NKE | Nike Inc -cl B | -0.1% | EXIT | Sold out |
| 45 | MSFT | Microsoft CORP | -0.2% | -2.14% | Trim |
| 46 | LLY | Eli Lilly & Co | -0.2% | -4.84% | Trim |
| 47 | XOM | Exxon Mobil CORP | -0.2% | -2.67% | Trim |
| 48 | LOW | Lowe's Cos Inc | -0.2% | -2.42% | Trim |
| 49 | BAX | Baxter International Inc | -0.3% | EXIT | Sold out |
| 50 | LRCXEUR | Lam Research CORP | -0.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Triangle Securities Wealth Management reported a total U.S. public equity portfolio value of $503.7M across 198 disclosed positions in Q4 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 12.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
EAGL
市值: $3.9M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $1.5M
During Q4 2024, Triangle Securities Wealth Management's top holdings by market value included JAVA (3.8%)、SCHM (3.6%)、VGT (3.5%). The largest single position, JAVA, represented 3.8% of total portfolio value.
In Q4 2024, Triangle Securities Wealth Management made 50 total portfolio adjustments, initiating 5 new buys, adding to 8 positions, trimming 32 holdings, and fully liquidating 5 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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