Triangle Securities Wealth Management

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$387M
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 199 stock holdings with total value $387M as of Q3 2024. Top holdings included JAVA, SCHM, VGT, MSFT, and SLYV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 199 $387M +$25.7M -$15M +$10.7M JAVA, SCHM, VGT, MSFT, SLYV 13F-HR 11/14/2024, 10:04 AM
Q2 2024 195 $354M +$12.4M -$8.34M +$4.07M SCHM, VGT, MSFT, SLYV, GOOG 13F-HR 7/10/2024, 01:32 PM
Q1 2024 193 $351M +$15M -$6.19M +$8.85M SCHM, MSFT, VGT, SLYV, KKR 13F-HR 4/10/2024, 04:55 PM
Q4 2023 192 $322M +$14.1M -$4.74M +$9.39M SCHM, VGT, MSFT, SLYV, BX 13F-HR 1/10/2024, 02:38 PM
Q3 2023 184 $281M +$6.95M -$6.74M +$209K SCHM, VGT, MSFT, SLYV, GOOG 13F-HR 10/10/2023, 10:05 AM
Q2 2023 185 $291M +$4.89M -$9.85M -$4.96M SCHM, VGT, MSFT, SLYV, AAPL 13F-HR 7/13/2023, 04:05 PM
Q1 2023 183 $280M +$6.86M -$9.07M -$2.22M SCHM, VGT, MSFT, SLYV, TPYP 13F-HR 4/20/2023, 05:09 PM
Q4 2022 181 $273M +$13.9M -$8.36M +$5.59M SCHM, SLYV, VGT, MSFT, TPYP 13F-HR 1/11/2023, 09:54 AM
Q3 2022 170 $245M +$16.5M -$7.45M +$9.07M SCHM, VGT, SLYV, MSFT, TPYP 13F-HR 10/19/2022, 01:39 PM
Q2 2022 170 $257M +$8.43M -$6.12M +$2.31M SCHM, VGT, SLYV, MSFT, GOOG 13F-HR 7/11/2022, 09:57 AM
Q1 2022 173 $299M +$14.1M -$18.8M -$4.74M SCHM, VGT, MSFT, SLYV, GOOG 13F-HR 4/13/2022, 10:23 AM
Q4 2021 177 $320M +$8.23M -$6.64M +$1.59M SCHM, VGT, MSFT, SLYV, GOOG 13F-HR 1/14/2022, 12:13 PM
Q3 2021 174 $295M +$7.13M -$5.93M +$1.21M SCHM, VGT, SLYV, MSFT, GOOG 13F-HR 10/14/2021, 09:26 AM
Q2 2021 175 $296M +$6.93M -$7.95M -$1.01M SCHM, VGT, SLYV, MSFT, GOOG 13F-HR 7/12/2021, 11:14 AM
Q1 2021 168 $277M +$6.99M -$6M +$989K SCHM, VGT, SLYV, MSFT, LOW 13F-HR 4/12/2021, 09:39 AM
Q4 2020 166 $253M +$13.3M -$8.93M +$4.34M SCHM, VGT, SLYV, MSFT, AAPL 13F-HR 1/11/2021, 03:50 PM
Q3 2020 161 $221M +$9.39M -$7.56M +$1.83M VGT, SCHM, MSFT, LOW, SLYV 13F-HR 10/9/2020, 11:54 AM
Q2 2020 160 $209M +$15M -$13M +$2.05M SCHM, VGT, MSFT, SLYV, LOW 13F-HR 7/8/2020, 02:38 PM
Q1 2020 151 $174M +$11.7M -$15.2M -$3.54M SCHM, VGT, MSFT, LOW, SLYV 13F-HR 4/6/2020, 12:36 PM
Q4 2019 163 $231M +$17.9M -$6.73M +$11.2M LOW, SCHM, VGT, MSFT, TPYP 13F-HR 1/9/2020, 11:29 AM
Q3 2019 152 $203M +$11.2M -$6.26M +$4.92M SCHM, VGT, TPYP, MSFT, IJS 13F-HR 10/15/2019, 01:07 PM
Q2 2019 148 $197M +$11.3M -$12.6M -$1.21M SCHM, VGT, MSFT, TPYP, IJS 13F-HR 7/10/2019, 10:47 AM
Q1 2019 146 $191M +$11.9M -$10.1M +$1.75M SCHM, VGT, IJS, MSFT, LOW Restatement 4/10/2019, 10:09 AM
Q4 2018 136 $169M +$13.7M -$8.33M +$5.35M SCHM, IJS, VGT, MSFT, LOW 13F-HR 1/17/2019, 09:53 AM
Q3 2018 138 $188M +$1.56M -$4.82M -$3.26M IJS, SCHM, VGT, MSFT, LOW 13F-HR 10/4/2018, 02:00 PM
Q2 2018 139 $179M +$6.86M -$7.05M -$190K IJS, SCHM, VGT, XOM, MSFT 13F-HR 7/12/2018, 04:02 PM
Q1 2018 135 $174M +$8.58M -$4.78M +$3.79M IJS, SCHM, VGT, LOW, XOM 13F-HR 4/11/2018, 10:59 AM
Q4 2017 133 $175M +$5.81M -$5.7M +$115K IJS, SCHM, VGT, XOM, LOW 13F-HR 1/10/2018, 03:32 PM
Q3 2017 137 $168M +$17.3M -$4.86M +$12.4M IJS, SCHM, VGT, XOM, JNJ 13F-HR 10/11/2017, 10:10 AM
Q2 2017 128 $151M +$3.81M -$12.4M -$8.57M SCHM, VGT, XOM, JNJ, GOOG 13F-HR 7/6/2017, 02:54 PM
Q1 2017 129 $157M +$8.9M -$6.96M +$1.94M IJS, VGT, SCHM, XOM, JNJ 13F-HR 4/5/2017, 01:33 PM
Q4 2016 126 $150M +$5.61M -$5.7M -$92K IJS, VGT, SCHM, XOM, GE 13F-HR 1/19/2017, 02:51 PM
Q3 2016 122 $145M +$14M -$6.74M +$7.24M IJS, VGT, XOM, SCHM, JNJ 13F-HR 10/6/2016, 02:27 PM
Q2 2016 120 $134M +$3.73M -$26.4M -$22.7M XOM, VGT, SCHM, JNJ, GE 13F-HR 7/7/2016, 11:01 AM
Q1 2016 136 $153M +$33.7M -$18.4M +$15.4M IJS, VGT, XOM, GE, JNJ 13F-HR 4/8/2016, 03:40 PM
Q4 2015 123 $134M +$23.5M -$25.8M -$2.27M VHT, XOM, GE, GOOG, JNJ 13F-HR 1/28/2016, 03:40 PM
Q3 2015 133 $132M +$12.9M -$8.34M +$4.55M IJS, XOM, VGT, CVS, WAB 13F-HR 10/8/2015, 11:17 AM
Q2 2015 133 $142M +$3.78M -$5.34M -$1.55M XOM, VGT, CVS, WAB, BIIB 13F-HR 7/15/2015, 09:26 AM
Q1 2015 140 $144M +$12.1M -$7.27M +$4.83M XOM, VGT, CVS, KMI, WAB 13F-HR 4/13/2015, 05:16 PM
Q4 2014 135 $141M +$14.9M -$9.44M +$5.48M XOM, KMI, CVS, VGT, WAB 13F-HR 1/8/2015, 04:22 PM
Q3 2014 123 $130M +$3.79M -$4.99M -$1.2M XOM, WAB, VGT, JNJ, CVS 13F-HR 10/16/2014, 02:54 PM
Q2 2014 126 $131M +$11.8M -$10.1M +$1.75M XOM, WAB, VGT, JNJ, 4945SC 13F-HR 7/16/2014, 12:33 PM
Q1 2014 115 $65.9M +$6.15M -$7.38M -$1.24M XOM, JNJ, VZ, KIE, PM 13F-HR 4/14/2014, 12:03 PM
Q4 2013 122 $123M $0 $0 XOM, WAB, VGT, 4945SC, JNJ 13F-HR 1/13/2014, 10:02 AM