$111 Million is the total value of Triangle Securities Wealth Management's 115 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OXY | Exit | OCCIDENTAL PETE CORP DEL | $0 | – | -2,100 | -100.0% | -0.16% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -1,347 | -100.0% | -0.16% | – |
| SE | Exit | SPECTRA ENERGY CORP | $0 | – | -5,634 | -100.0% | -0.16% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -5,820 | -100.0% | -0.17% | – |
| PAA | Exit | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $0 | – | -4,030 | -100.0% | -0.17% | – |
| IJR | Exit | ISHAREScore s&p scp etf | $0 | – | -1,980 | -100.0% | -0.18% | – |
| KO | Exit | COCA COLA CO | $0 | – | -5,507 | -100.0% | -0.18% | – |
| LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -4,863 | -100.0% | -0.20% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -2,876 | -100.0% | -0.21% | – |
| MAS | Exit | MASCO CORP | $0 | – | -14,358 | -100.0% | -0.26% | – |
| GOOGL | Exit | GOOGLE INCcl a | $0 | – | -367 | -100.0% | -0.33% | – |
| CBI | Exit | CHICAGO BRIDGE & IRON CO N V | $0 | – | -5,420 | -100.0% | -0.37% | – |
| IVV | Exit | ISHAREScore s&p500 etf | $0 | – | -4,250 | -100.0% | -0.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 42 | Q3 2023 | 4.8% |
| LOWES COS INC | 42 | Q3 2023 | 5.0% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.5% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.8% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.1% |
| APPLE INC | 42 | Q3 2023 | 2.5% |
| CVS HEALTH CORP | 42 | Q3 2023 | 3.0% |
| VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 2.5% |
| PEPSICO INC | 42 | Q3 2023 | 1.8% |
| WABTEC CORP | 42 | Q3 2023 | 3.5% |
View Triangle Securities Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-14 |
View Triangle Securities Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.