$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED PORTFOLdiv app etf | $318,000 | -12.6% | 4,840 | 0.0% | 0.29% | -3.1% | |
| VO | VANGUARD INDEX FDSmid cap etf | $284,000 | -15.7% | 3,060 | 0.0% | 0.26% | -6.9% | |
| EFA | ISHARESmsci eafe etf | $223,000 | -11.9% | 3,775 | 0.0% | 0.20% | -2.4% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $219,000 | -15.4% | 7,240 | 0.0% | 0.20% | -6.2% | |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $212,000 | -11.7% | 7,600 | 0.0% | 0.19% | -2.1% |
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.