$205 Million is the total value of Triangle Securities Wealth Management's 153 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 12.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $10,526,000 | +2.0% | 186,175 | +3.6% | 5.15% | -1.9% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $7,407,000 | -5.3% | 34,362 | -5.9% | 3.62% | -8.9% |
| TPYP | Buy | MANAGED PORTFOLIO SERtortoise nram pi | $5,505,000 | +3.6% | 235,267 | +6.9% | 2.69% | -0.3% |
| MSFT | Sell | MICROSOFT CORP | $5,414,000 | +1.3% | 38,939 | -0.2% | 2.65% | -2.5% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $5,120,000 | 0.0% | 34,092 | -1.4% | 2.50% | -3.8% |
| LOW | Sell | LOWES COS INC | $4,192,000 | +2.6% | 38,119 | -2.3% | 2.05% | -1.3% |
| SLYV | Buy | SPDR SERIES TRUSTs&p 600 smcp val | $3,929,000 | +3.7% | 64,139 | +2.2% | 1.92% | -0.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $3,834,000 | +6.7% | 3,145 | -2.3% | 1.87% | +2.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $3,670,000 | +2.9% | 31,181 | -1.4% | 1.79% | -1.0% |
| XOM | Buy | EXXON MOBIL CORP | $3,635,000 | +0.1% | 51,475 | +8.4% | 1.78% | -3.7% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $3,362,000 | -0.8% | 18,668 | +0.7% | 1.64% | -4.5% |
| AAPL | Buy | APPLE INC | $3,342,000 | +14.8% | 14,921 | +2.5% | 1.63% | +10.5% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $3,259,000 | +4.2% | 23,868 | -0.1% | 1.59% | +0.3% |
| PEP | Sell | PEPSICO INC | $3,231,000 | -2.1% | 23,564 | -5.3% | 1.58% | -5.7% |
| V | Sell | VISA INC | $3,200,000 | -4.9% | 18,604 | -2.6% | 1.56% | -8.5% |
| KIE | Buy | SPDR SERIES TRUSTs&p ins etf | $3,143,000 | +1.1% | 89,225 | +0.1% | 1.54% | -2.7% |
| PG | Sell | PROCTER & GAMBLE CO | $3,121,000 | +2.3% | 25,090 | -6.2% | 1.53% | -1.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,084,000 | +3.9% | 39,620 | +4.0% | 1.51% | +0.1% |
| DIS | Sell | DISNEY WALT CO | $3,075,000 | -13.9% | 23,598 | -6.8% | 1.50% | -17.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,034,000 | -10.0% | 23,450 | -1.9% | 1.48% | -13.4% |
| VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $2,922,000 | -0.1% | 32,933 | -0.7% | 1.43% | -3.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,726,000 | +6.7% | 45,169 | +2.3% | 1.33% | +2.7% |
| WFC | Buy | WELLS FARGO CO NEW | $2,451,000 | +11.5% | 48,602 | +5.1% | 1.20% | +7.3% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $2,413,000 | +19.0% | 34,025 | +19.2% | 1.18% | +14.6% |
| BBT | Sell | BB&T CORP | $2,387,000 | +7.6% | 44,720 | -0.4% | 1.17% | +3.5% |
| ENB | Buy | ENBRIDGE INC | $2,215,000 | -1.6% | 63,130 | +0.8% | 1.08% | -5.3% |
| AMGN | Sell | AMGEN INC | $2,203,000 | +5.1% | 11,382 | -1.0% | 1.08% | +1.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $2,201,000 | +9.9% | 22,957 | +2.8% | 1.08% | +5.8% |
| C | Buy | CITIGROUP INC | $2,096,000 | -0.2% | 30,342 | +2.7% | 1.02% | -3.9% |
| CVX | Buy | CHEVRON CORP NEW | $1,990,000 | -0.2% | 16,778 | +4.0% | 0.97% | -3.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,967,000 | -3.4% | 9,454 | -0.1% | 0.96% | -7.0% |
| ADBE | Sell | ADOBE INC | $1,924,000 | -8.8% | 6,963 | -0.0% | 0.94% | -12.2% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $1,915,000 | +9.3% | 37,764 | -1.3% | 0.94% | +5.2% |
| BAC | Buy | BANK AMER CORP | $1,859,000 | +10.6% | 63,721 | +10.7% | 0.91% | +6.4% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $1,820,000 | -7.0% | 8,232 | -12.1% | 0.89% | -10.5% |
| NEE | Sell | NEXTERA ENERGY INC | $1,799,000 | +10.3% | 7,721 | -1.0% | 0.88% | +6.2% |
| INTC | Buy | INTEL CORP | $1,757,000 | +9.7% | 34,095 | +1.8% | 0.86% | +5.7% |
| CVS | Buy | CVS HEALTH CORP | $1,667,000 | +15.6% | 26,431 | +1.4% | 0.82% | +11.2% |
| ORCL | Sell | ORACLE CORP | $1,664,000 | -9.1% | 30,245 | -1.6% | 0.81% | -12.5% |
| WAB | Sell | WABTEC CORP | $1,663,000 | -3.5% | 23,137 | -0.9% | 0.81% | -7.2% |
| USB | Sell | US BANCORP DEL | $1,645,000 | +3.3% | 29,718 | -0.9% | 0.80% | -0.6% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,643,000 | +1.9% | 7,928 | +1.2% | 0.80% | -2.0% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,592,000 | -0.4% | 5,364 | -0.5% | 0.78% | -4.2% |
| EMR | Buy | EMERSON ELEC CO | $1,574,000 | +5.5% | 23,542 | +2.3% | 0.77% | +1.6% |
| MDT | Sell | MEDTRONIC PLC | $1,474,000 | +8.2% | 13,570 | -2.3% | 0.72% | +4.2% |
| BIIB | Sell | BIOGEN INC | $1,469,000 | -4.9% | 6,311 | -5.7% | 0.72% | -8.5% |
| D | Sell | DOMINION ENERGY INC | $1,427,000 | +3.3% | 17,607 | -0.4% | 0.70% | -0.6% |
| CRM | Sell | SALESFORCE COM INC | $1,399,000 | -28.0% | 9,424 | -25.9% | 0.68% | -30.8% |
| LLY | Sell | LILLY ELI & CO | $1,397,000 | -0.1% | 12,495 | -0.4% | 0.68% | -3.9% |
| AMZN | Buy | AMAZON COM INC | $1,382,000 | -5.2% | 796 | +6.6% | 0.68% | -8.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,376,000 | +5.7% | 30,528 | -0.0% | 0.67% | +1.8% |
| BA | Buy | BOEING CO | $1,363,000 | +17.7% | 3,583 | +8.6% | 0.67% | +13.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,319,000 | -8.7% | 6,068 | +4.2% | 0.64% | -12.1% |
| BWA | Buy | BORGWARNER INC | $1,305,000 | -8.0% | 35,571 | +1.0% | 0.64% | -11.5% |
| MRK | Buy | MERCK & CO INC | $1,274,000 | +7.1% | 15,139 | +7.0% | 0.62% | +3.1% |
| TGT | New | TARGET CORP | $1,240,000 | – | 0 | +100.0% | 0.61% | – |
| NKE | Sell | NIKE INCcl b | $1,191,000 | +2.8% | 12,682 | -3.2% | 0.58% | -1.2% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,146,000 | +4.3% | 5,530 | +0.7% | 0.56% | +0.4% |
| DD | Buy | DUPONT DE NEMOURS INC | $1,120,000 | +9.5% | 15,700 | +10.7% | 0.55% | +5.4% |
| CAT | Buy | CATERPILLAR INC DEL | $1,121,000 | -3.8% | 8,875 | +2.7% | 0.55% | -7.4% |
| GD | New | GENERAL DYNAMICS CORP | $1,110,000 | – | 6,074 | +100.0% | 0.54% | – |
| CL | Buy | COLGATE PALMOLIVE CO | $1,093,000 | +5.1% | 14,862 | +4.8% | 0.53% | +1.1% |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $1,088,000 | – | 5,213 | +100.0% | 0.53% | – |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $1,081,000 | -0.4% | 10,533 | -1.2% | 0.53% | -4.0% |
| LIN | Sell | LINDE PLC | $1,032,000 | -4.6% | 5,327 | -0.7% | 0.50% | -8.2% |
| BDX | Sell | BECTON DICKINSON & CO | $1,001,000 | +0.3% | 3,956 | -0.5% | 0.49% | -3.6% |
| PM | Sell | PHILIP MORRIS INTL INC | $938,000 | -8.7% | 12,354 | -4.2% | 0.46% | -12.1% |
| MMM | Buy | 3M CO | $934,000 | +0.5% | 5,679 | +3.4% | 0.46% | -3.2% |
| MGM | New | MGM RESORTS INTERNATIONAL | $923,000 | – | 33,300 | +100.0% | 0.45% | – |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $908,000 | -0.7% | 8,403 | -0.0% | 0.44% | -4.3% |
| UL | Sell | UNILEVER PLCspon adr new | $892,000 | -6.6% | 14,842 | -1.3% | 0.44% | -10.1% |
| WMT | Buy | WALMART INC | $874,000 | +13.8% | 7,365 | +8.1% | 0.43% | +9.5% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $873,000 | +3.6% | 13,478 | -2.9% | 0.43% | -0.2% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $838,000 | -1.8% | 3,390 | -3.7% | 0.41% | -5.3% |
| T | Buy | AT&T INC | $832,000 | +11.5% | 21,995 | +0.9% | 0.41% | +7.4% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $822,000 | -12.6% | 9,145 | +4.0% | 0.40% | -15.9% |
| VEEV | New | VEEVA SYS INC | $805,000 | – | 5,275 | +100.0% | 0.39% | – |
| NCR | New | NCR CORP NEW | $799,000 | – | 25,305 | +100.0% | 0.39% | – |
| AVGO | Sell | BROADCOM INC | $796,000 | -0.3% | 2,884 | -0.6% | 0.39% | -4.0% |
| ECL | Sell | ECOLAB INC | $790,000 | -1.5% | 3,987 | -1.8% | 0.39% | -5.2% |
| FDX | Buy | FEDEX CORP | $785,000 | -8.9% | 5,391 | +0.6% | 0.38% | -12.3% |
| HON | Sell | HONEYWELL INTL INC | $781,000 | -4.1% | 4,613 | -0.5% | 0.38% | -7.7% |
| EA | Buy | ELECTRONIC ARTS INC | $758,000 | +10.2% | 7,750 | +5.3% | 0.37% | +6.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $726,000 | +1.0% | 4,368 | +0.8% | 0.36% | -2.7% |
| SHW | Sell | SHERWIN WILLIAMS CO | $724,000 | +15.3% | 1,317 | -2.9% | 0.35% | +11.0% |
| MCD | Sell | MCDONALDS CORP | $724,000 | +0.6% | 3,374 | -0.5% | 0.35% | -3.3% |
| CTVA | Buy | CORTEVA INC | $719,000 | +21.9% | 25,688 | +20.9% | 0.35% | +17.3% |
| YUM | Sell | YUM BRANDS INC | $692,000 | +0.7% | 6,099 | -2.2% | 0.34% | -3.2% |
| UNP | Buy | UNION PACIFIC CORP | $676,000 | +5.0% | 4,175 | +10.0% | 0.33% | +0.9% |
| TSN | TYSON FOODS INCcl a | $663,000 | +5.1% | 7,700 | 0.0% | 0.32% | +0.9% | |
| K | Buy | KELLOGG CO | $655,000 | +30.0% | 10,185 | +11.9% | 0.32% | +25.0% |
| MDLZ | New | MONDELEZ INTL INCcl a | $655,000 | – | 11,841 | +100.0% | 0.32% | – |
| PFE | Sell | PFIZER INC | $627,000 | -17.5% | 17,460 | -0.5% | 0.31% | -20.5% |
| DE | Buy | DEERE & CO | $625,000 | +19.3% | 3,706 | +16.0% | 0.31% | +15.0% |
| RY | ROYAL BK CDA MONTREAL QUE | $604,000 | +0.8% | 7,448 | 0.0% | 0.30% | -3.0% | |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $582,000 | +6.0% | 3,012 | +6.5% | 0.28% | +2.2% |
| COF | Sell | CAPITAL ONE FINL CORP | $572,000 | -2.4% | 6,283 | -1.5% | 0.28% | -6.0% |
| SPG | New | SIMON PPTY GROUP INC NEW | $566,000 | – | 3,639 | +100.0% | 0.28% | – |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $558,000 | +5.3% | 12,375 | +2.9% | 0.27% | +1.5% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $558,000 | -1.8% | 3,323 | +2.9% | 0.27% | -5.5% |
| DVY | ISHARES TRselect divid etf | $554,000 | +1.5% | 5,434 | 0.0% | 0.27% | -2.2% | |
| CBS | New | CBS CORP NEWcl b | $534,000 | – | 13,233 | +100.0% | 0.26% | – |
| MS | Buy | MORGAN STANLEY | $525,000 | +3.3% | 12,297 | +5.4% | 0.26% | -0.4% |
| XLK | SELECT SECTOR SPDR TRtechnology | $522,000 | +1.6% | 6,480 | 0.0% | 0.26% | -2.3% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $518,000 | -2.3% | 3,090 | -1.6% | 0.25% | -5.9% |
| SLB | Buy | SCHLUMBERGER LTD | $514,000 | +1.2% | 15,040 | +18.1% | 0.25% | -2.7% |
| TIF | Buy | TIFFANY & CO NEW | $503,000 | -0.4% | 5,430 | +0.8% | 0.25% | -4.3% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $494,000 | +4.0% | 3,855 | +4.3% | 0.24% | +0.4% |
| LRCX | LAM RESEARCH CORP | $490,000 | +27.3% | 2,120 | 0.0% | 0.24% | +22.4% | |
| DEO | Sell | DIAGEO P L Cspon adr new | $486,000 | -10.8% | 2,974 | -5.6% | 0.24% | -14.1% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $484,000 | +3.9% | 4,524 | -0.4% | 0.24% | 0.0% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $481,000 | +6.7% | 6,895 | +9.7% | 0.24% | +2.6% |
| PPL | Sell | PPL CORP | $478,000 | 0.0% | 15,165 | -1.6% | 0.23% | -3.7% |
| DOW | Buy | DOW INC | $452,000 | -1.7% | 9,488 | +0.2% | 0.22% | -5.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $446,000 | +12.9% | 3,068 | +9.1% | 0.22% | +8.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $435,000 | -14.7% | 1,114 | -19.4% | 0.21% | -17.8% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $413,000 | +5.9% | 338 | -3.2% | 0.20% | +2.0% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $409,000 | +16.2% | 3,410 | -1.3% | 0.20% | +11.7% |
| KO | Buy | COCA COLA CO | $397,000 | +29.7% | 7,284 | +23.8% | 0.19% | +25.2% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $387,000 | -11.2% | 2,152 | -1.8% | 0.19% | -14.5% |
| RTN | Sell | RAYTHEON CO | $386,000 | +12.5% | 1,966 | -0.5% | 0.19% | +8.6% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $377,000 | +2.4% | 3,155 | +0.0% | 0.18% | -1.6% |
| BAX | Buy | BAXTER INTL INC | $375,000 | +27.6% | 4,285 | +18.9% | 0.18% | +22.8% |
| SBUX | Sell | STARBUCKS CORP | $372,000 | -6.5% | 4,207 | -7.7% | 0.18% | -9.9% |
| QCOM | Sell | QUALCOMM INC | $368,000 | -7.1% | 4,830 | -6.6% | 0.18% | -10.4% |
| HD | Sell | HOME DEPOT INC | $340,000 | -2.0% | 1,467 | -9.9% | 0.17% | -5.7% |
| AXP | Sell | AMERICAN EXPRESS CO | $336,000 | -6.9% | 2,841 | -1.7% | 0.16% | -10.4% |
| BLL | BALL CORP | $333,000 | +3.1% | 4,580 | 0.0% | 0.16% | -0.6% | |
| SPLK | New | SPLUNK INC | $324,000 | – | 2,750 | +100.0% | 0.16% | – |
| TXN | Sell | TEXAS INSTRS INC | $313,000 | +10.6% | 2,425 | -1.6% | 0.15% | +6.2% |
| MA | Sell | MASTERCARD INCcl a | $310,000 | -0.6% | 1,141 | -0.9% | 0.15% | -3.8% |
| VTV | VANGUARD INDEX FDSvalue etf | $306,000 | -0.3% | 2,738 | 0.0% | 0.15% | -3.8% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $304,000 | -5.6% | 7,552 | +0.1% | 0.15% | -9.1% |
| FCNCA | FIRST CTZNS BANCSHARES INC Ncl a | $297,000 | +3.8% | 630 | 0.0% | 0.14% | 0.0% | |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $281,000 | -38.1% | 4,775 | -32.3% | 0.14% | -40.7% |
| CELG | Buy | CELGENE CORP | $279,000 | +32.2% | 2,808 | +24.4% | 0.14% | +27.1% |
| PPG | PPG INDS INC | $267,000 | +1.5% | 2,256 | 0.0% | 0.13% | -2.2% | |
| YUMC | YUM CHINA HLDGS INC | $264,000 | +5.2% | 5,814 | 0.0% | 0.13% | +0.8% | |
| AEP | AMERICAN ELEC PWR CO INC | $260,000 | +4.0% | 2,775 | 0.0% | 0.13% | 0.0% | |
| GE | Sell | GENERAL ELECTRIC CO | $243,000 | -12.6% | 27,162 | -0.4% | 0.12% | -15.6% |
| CERN | Buy | CERNER CORP | $238,000 | -0.8% | 3,498 | +8.9% | 0.12% | -4.9% |
| CP | CANADIAN PAC RY LTD | $237,000 | -6.7% | 1,066 | 0.0% | 0.12% | -10.1% | |
| BLK | Buy | BLACKROCK INC | $229,000 | -3.4% | 513 | +2.4% | 0.11% | -6.7% |
| MO | ALTRIA GROUP INC | $229,000 | -16.7% | 5,597 | 0.0% | 0.11% | -20.0% | |
| MSTR | New | MICROSTRATEGY INCcl a new | $228,000 | – | 1,540 | +100.0% | 0.11% | – |
| PII | Sell | POLARIS INC | $225,000 | -10.0% | 2,555 | -14.1% | 0.11% | -13.4% |
| TJX | Sell | TJX COS INC NEW | $226,000 | -5.4% | 4,057 | -6.7% | 0.11% | -9.1% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $216,000 | -19.1% | 400 | -20.0% | 0.11% | -22.1% |
| COST | Sell | COSTCO WHSL CORP NEW | $213,000 | -8.6% | 740 | -14.5% | 0.10% | -11.9% |
| NOV | New | NATIONAL OILWELL VARCO INC | $206,000 | – | 9,701 | +100.0% | 0.10% | – |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $202,000 | -6.0% | 1,485 | -5.7% | 0.10% | -9.2% |
| MKC | MCCORMICK & CO INC | $203,000 | -1.9% | 1,299 | 0.0% | 0.10% | -5.7% | |
| ET | Sell | ENERGY TRANSFER LP | $172,000 | -19.6% | 13,170 | -10.1% | 0.08% | -22.9% |
| OIH | Exit | VANECK VECTORS ETF TRoil svcs etf | $0 | – | -13,690 | -100.0% | -0.10% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -7,285 | -100.0% | -0.10% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -1,118 | -100.0% | -0.11% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -2,197 | -100.0% | -0.12% | – |
| EQAL | Exit | INVESCO EXCHNG TRADED FD TRrusel 1000 eql | $0 | – | -13,702 | -100.0% | -0.23% | – |
| APC | Exit | ANADARKO PETE CORP | $0 | – | -7,093 | -100.0% | -0.26% | – |
| HRS | Exit | HARRIS CORP DEL | $0 | – | -5,427 | -100.0% | -0.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-15
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.