Triangle Securities Wealth Management

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Raleigh, NC
CIK
0001541353
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 195 354,111 SCHM, VGT, MSFT, SLYV 13F-HR 7/10/2024 000106299324013631
Q1 2024 193 350,820 SCHM, MSFT, VGT, SLYV 13F-HR 4/10/2024 000106299324008281
Q4 2023 192 321,627 SCHM, VGT, MSFT, SLYV 13F-HR 1/10/2024 000106299324000744
Q3 2023 184 281,210 SCHM, VGT, MSFT, SLYV 13F-HR 10/10/2023 000106299323019158
Q2 2023 185 290,670 SCHM, VGT, MSFT, SLYV 13F-HR 7/13/2023 000106299323014865
Q1 2023 183 279,633 SCHM, VGT, MSFT, SLYV 13F-HR 4/20/2023 000106299323009407
Q4 2022 181 272,756 SCHM, SLYV, VGT, MSFT 13F-HR 1/11/2023 000106299323000804
Q3 2022 170 244,707 SCHM, VGT, SLYV, MSFT 13F-HR 10/19/2022 000106299322020958
Q2 2022 170 256,681 SCHM, VGT, SLYV, MSFT 13F-HR 7/11/2022 000106299322016192
Q1 2022 173 298,709 SCHM, VGT, MSFT, SLYV 13F-HR 4/13/2022 000106299322010170
Q4 2021 177 319,534 SCHM, VGT, MSFT, SLYV 13F-HR 1/14/2022 000106299322001055
Q3 2021 174 294,620 SCHM, VGT, SLYV, MSFT 13F-HR 10/14/2021 000106299321009507
Q2 2021 175 295,733 SCHM, VGT, SLYV, MSFT 13F-HR 7/12/2021 000106299321006457
Q1 2021 168 276,619 SCHM, VGT, SLYV, MSFT 13F-HR 4/12/2021 000106299321003545
Q4 2020 166 252,523 SCHM, VGT, SLYV, MSFT 13F-HR 1/11/2021 000106299321000259
Q3 2020 161 221,196 VGT, SCHM, MSFT, LOW 13F-HR 10/9/2020 000106299320004860
Q2 2020 160 209,003 SCHM, VGT, MSFT, SLYV 13F-HR 7/8/2020 000106299320003186
Q1 2020 151 173,504 SCHM, VGT, MSFT, LOW 13F-HR 4/6/2020 000106299320001647
Q4 2019 163 230,754 LOW, SCHM, VGT, MSFT 13F-HR 1/9/2020 000106299320000081
Q3 2019 153 204,539 SCHM, VGT, TPYP, MSFT 13F-HR 10/15/2019 000106299319003899
Q2 2019 148 196,855 SCHM, VGT, MSFT, TPYP 13F-HR 7/10/2019 000106299319002839
Q1 2019 146 190,812 SCHM, VGT, IJS, MSFT RESTATEMENT 4/10/2019 000106299319001627
Q4 2018 136 169,352 SCHM, IJS, VGT, MSFT 13F-HR 1/17/2019 000106299319000237
Q3 2018 138 188,263 IJS, SCHM, VGT, MSFT 13F-HR 10/4/2018 000106299318003970
Q2 2018 139 178,944 IJS, SCHM, VGT, XOM 13F-HR 7/12/2018 000106299318002883
Q1 2018 135 174,083 IJS, SCHM, VGT, LOW 13F-HR 4/11/2018 000106299318001591
Q4 2017 133 175,134 IJS, SCHM, VGT, XOM 13F-HR 1/10/2018 000106299318000112
Q3 2017 137 168,106 IJS, SCHM, VGT, XOM 13F-HR 10/11/2017 000106299317004389
Q2 2017 128 151,320 SCHM, VGT, XOM, JNJ 13F-HR 7/6/2017 000106299317003127
Q1 2017 130 156,706 IJS, VGT, SCHM, XOM 13F-HR 4/5/2017 000106299317001731
Q4 2016 127 149,688 IJS, VGT, SCHM, XOM 13F-HR 1/19/2017 000106299317000277
Q3 2016 123 144,587 IJS, VGT, XOM, SCHM 13F-HR 10/6/2016 000106299316011645
Q2 2016 121 134,023 XOM, VGT, SCHM, JNJ 13F-HR 7/7/2016 000106299316010434
Q1 2016 137 153,295 IJS, VGT, XOM, GE 13F-HR 4/8/2016 000106299316008839
Q4 2015 118 149,227 IJH, VHT, XOM, RWR 13F-HR 1/28/2016 000106299316007344
Q3 2015 133 132,243 IJS, XOM, VGT, CVS 13F-HR 10/8/2015 000106299315005325
Q2 2015 133 141,520 XOM, VGT, CVS, WAB 13F-HR 7/15/2015 000106299315003867
Q1 2015 140 144,426 XOM, VGT, CVS, KMI 13F-HR 4/13/2015 000106299315001917
Q4 2014 135 140,515 XOM, KMI, CVS, VGT 13F-HR 1/8/2015 000106299315000067
Q3 2014 123 130,131 XOM, WAB, VGT, JNJ 13F-HR 10/16/2014 000106299314006003
Q2 2014 126 130,525 XOM, WAB, VGT, JNJ 13F-HR 7/16/2014 000106299314004226
Q1 2014 115 111,258 XOM, KMP, WAB, VGT 13F-HR 4/14/2014 000106299314002115
Q4 2013 122 123,204 XOM, WAB, VGT, KMP 13F-HR 1/13/2014 000106299314000141
Additional filings from Triangle Securities Wealth Management that have since been restated