$320 Million is the total value of Triangle Securities Wealth Management's 177 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIS | New | DISNEY WALT CO | $3,102,000 | – | 20,029 | +100.0% | 0.97% | – |
| TWLO | New | TWILIO INCcl a | $463,000 | – | 1,760 | +100.0% | 0.14% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $286,000 | – | 4,720 | +100.0% | 0.09% | – |
| BKNG | New | BOOKING HOLDINGS INC | $252,000 | – | 105 | +100.0% | 0.08% | – |
| CI | New | CIGNA CORP NEW | $225,000 | – | 980 | +100.0% | 0.07% | – |
| PPG | New | PPG INDS INC | $219,000 | – | 1,269 | +100.0% | 0.07% | – |
| RJF | New | RAYMOND JAMES FINL INC | $213,000 | – | 2,117 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-14
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.