13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001541353
Total reported value
$503.7M
$503.7M
201 檔
11.8%
At the close of Q1 2025, Triangle Securities Wealth Management disclosed equity holdings valued at approximately $503.7M, spread across 201 reported holdings.
In Q1 2025, Triangle Securities Wealth Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 3.89% | -0.05% | +1.37% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.45% | +0.14% | +1.17% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.92% | +0.57% | -2.95% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.56% | -0.33% | -0.33% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.52% | +0.02% | +0.66% | |
| 6 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 2.24% | — | -2.74% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.23% | -0.19% | -0.90% | |
| 8 | SAMT | Strategas Macro Them Opps | ETF-Other | 2.06% | +0.11% | -2.00% | |
| 9 | KKR | Kkr & Co Inc | Stock-Financials | 1.91% | -0.18% | +5.74% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.85% | +0.02% | +6.85% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.84% | +0.05% | -3.54% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.78% | -0.01% | +0.66% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.71% | +0.12% | +6.51% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 1.67% | +0.91% | -2.52% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.66% | -0.05% | -2.36% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.50% | +0.06% | +2.82% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.45% | -0.54% | +0.11% | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.43% | -0.20% | -0.56% | |
| 19 | BN | Brookfield CORP | Stock-Financials | 1.29% | -0.09% | +6.07% | |
| 20 | CGXU | Cap Group Intl Focus | ETF-Other | 1.28% | +0.09% | +525.80% | |
| 21 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 1.26% | -0.04% | -1.81% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.18% | -0.03% | +2.10% | |
| 23 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 1.10% | +0.31% | +261.09% | |
| 24 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.07% | -0.01% | -3.20% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.11% | +30.32% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | -0.04% | -2.68% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.07% | -1.89% | |
| 28 | EAGL | Eagle Capital Select Eqty | ETF-Other | 1.00% | -0.07% | -1.03% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.99% | +0.03% | -4.97% | |
| 30 | DUK | Duke Energy CORP | Stock-Utilities | 0.97% | -0.14% | +0.77% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.95% | -0.07% | +1.61% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.02% | -2.69% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.01% | +0.54% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -0.11% | -0.66% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.80% | -0.14% | -1.39% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.78% | -0.17% | +1.55% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.76% | +0.02% | -2.22% | |
| 38 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.72% | -0.05% | +46.08% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.17% | +1.46% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.69% | -0.19% | -1.44% | |
| 41 | WAB | Wabtec CORP | Stock-Industrials | 0.68% | -0.05% | -2.14% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.05% | -0.33% | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.66% | +0.10% | +7.11% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.10% | +0.12% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.65% | -0.16% | +5.47% | |
| 46 | LIN | Linde plc | Stock-Materials | 0.64% | -0.06% | -0.57% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.64% | -0.04% | -1.29% | |
| 48 | SAGP | Strategas Global Policy Opp | ETF-Other | 0.63% | -0.07% | +1.83% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.63% | +0.02% | +2.52% | |
| 50 | ENB | Enbridge Inc | Stock-Energy | 0.60% | +0.52% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JAVA | Jpmorgan Active Value ETF | — | NEW | New buy |
| 2 | SCHM | Schwab US Mid Cap ETF | — | NEW | New buy |
| 3 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | — | NEW | New buy |
| 6 | TPYP | Tortoise North American Pipeline Fund | — | NEW | New buy |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | NEW | New buy |
| 8 | SAMT | Strategas Macro Them Opps | — | NEW | New buy |
| 9 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 10 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 11 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 12 | AAPL | Apple Inc | — | NEW | New buy |
| 13 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 14 | BX | Blackstone Inc | — | NEW | New buy |
| 15 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 16 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 17 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 18 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 19 | BN | Brookfield CORP | — | NEW | New buy |
| 20 | CGXU | Cap Group Intl Focus | — | NEW | New buy |
| 21 | KIE | Ss Spdr S&p Insurance ETF | — | NEW | New buy |
| 22 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 23 | JSML | Janus Hender Sm Cap Grw Alph | — | NEW | New buy |
| 24 | VCR | Vanguard Consumer Discre ETF | — | NEW | New buy |
| 25 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 26 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 28 | EAGL | Eagle Capital Select Eqty | — | NEW | New buy |
| 29 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 30 | DUK | Duke Energy CORP | — | NEW | New buy |
| 31 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 32 | AVGO | Broadcom Inc | — | NEW | New buy |
| 33 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 34 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 35 | RTX | Rtx CORP | — | NEW | New buy |
| 36 | PEP | Pepsico Inc | — | NEW | New buy |
| 37 | BAC | Bank Of America CORP | — | NEW | New buy |
| 38 | FBND | Fidelity Total Bond ETF | — | NEW | New buy |
| 39 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 40 | CVX | Chevron CORP | — | NEW | New buy |
| 41 | WAB | Wabtec CORP | — | NEW | New buy |
| 42 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | — | NEW | New buy |
| 44 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 45 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 46 | LIN | Linde plc | — | NEW | New buy |
| 47 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 48 | SAGP | Strategas Global Policy Opp | — | NEW | New buy |
| 49 | SCHA | Schwab US Small-cap ETF | — | NEW | New buy |
| 50 | ENB | Enbridge Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Triangle Securities Wealth Management reported a total U.S. public equity portfolio value of $503.7M across 201 disclosed positions in Q1 2025.
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 11.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
JAVA
市值: $15.1M
During Q1 2025, Triangle Securities Wealth Management's top holdings by market value included JAVA (3.9%)、SCHM (3.5%)、VGT (2.9%). The largest single position, JAVA, represented 3.9% of total portfolio value.
In Q1 2025, Triangle Securities Wealth Management made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.