$257 Million is the total value of Triangle Securities Wealth Management's 170 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RJF | Exit | RAYMOND JAMES FINL INC | $0 | – | -1,820 | -100.0% | -0.07% | – |
| VMC | Exit | VULCAN MATLS CO | $0 | – | -1,091 | -100.0% | -0.07% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -1,085 | -100.0% | -0.08% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -2,625 | -100.0% | -0.08% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -5,417 | -100.0% | -0.08% | – |
| DAR | Exit | DARLING INGREDIENTS INC | $0 | – | -3,151 | -100.0% | -0.08% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -2,144 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-11
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.