$253 Million is the total value of Triangle Securities Wealth Management's 166 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ET | Exit | ENERGY TRANSFER LP | $0 | – | -10,170 | -100.0% | -0.02% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -785 | -100.0% | -0.10% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -3,530 | -100.0% | -0.22% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -22,561 | -100.0% | -1.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-11
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.