Triangle Securities Wealth Management

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$390M
Signature - Title
Cathy Thomas - Managing Director
Location
Raleigh, NC
Summary
This page shows a list of all the recent 13F filings made by Triangle Securities Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Triangle Securities Wealth Management reported 198 stock holdings with total value $390M as of Q4 2024. Top holdings included JAVA, SCHM, VGT, MSFT, and SLYV.
Holdings Value