Triangle Securities Wealth Management

Q4 2022 13F Holdings Report, Stock Holdings

Signature - Title
Cathy Thomas - Managing Director
Location
Raleigh, NC
Holdings as of
31 Dec 2022
Value $
$273M
Num holdings
181
Filing time
11 Jan 2023, 09:54:43 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SCHM, SLYV, VGT, MSFT, and TPYP. Confidential Treatment Requested (one or more holding(s) omitted).
Previous filing
Q3 2022 - 19 Oct 2022
Next filing
Q1 2023 - 20 Apr 2023
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q4 compared to 2022 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Confidential Treatment Requested. (The Manager has omitted from this public Form 13F one or more holding(s) for which it is requesting confidential treatment from the U.S. Securities and Exchange Commission pursuant to section 13(f) of the Exchange Act and rule 24b-2 thereunder)

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Cathy Thomas Managing Director Raleigh, North Carolina 10 Jan 2023