Triangle Securities Wealth Management

Q2 2023 13F Holdings Report, Stock Holdings

Signature - Title
Cathy Thomas - Managing Director
Location
Raleigh, NC
Holdings as of
30 Jun 2023
Value $
$291M
Num holdings
185
Filing time
13 Jul 2023, 16:05:14 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SCHM, VGT, MSFT, SLYV, and AAPL. Confidential Treatment Requested (one or more holding(s) omitted).
Previous filing
Q1 2023 - 20 Apr 2023
Next filing
Q3 2023 - 10 Oct 2023
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q2 compared to 2023 Q1 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 13 Jul 2023