Triangle Securities Wealth Management Q1 2023 vs. Q2 2023 13F Holdings Comparison

In today's blog post, we will be highlighting the changes in holdings of Triangle Securities Wealth Management from Q1 2023 to Q2 2023. This analysis is based on the 13F filings submitted by the company, which provide insight into the stocks it holds. We will explore the significant changes in holdings, their value, and the percentage change, showcasing the investment decisions made by Triangle Securities Wealth Management. Let's dive in!

SCHWAB STRATEGIC TR - Despite a slight decrease in shares from 164,582 to 161,228, the value increased from $11,166,000 to $11,452,000, representing a 2.6% change.

VANGUARD WORLD FDS - The number of shares for VGT dropped from 23,968 to 23,389, but the value saw a significant increase from $9,238,000 to $10,341,000, indicating an 11.9% change.

MICROSOFT CORP - Microsoft, represented by the symbol MSFT, experienced a decrease in shares from 30,079 to 28,944. However, the value increased from $8,671,000 to $9,856,000, reflecting a 13.7% change.

SPDR SER TR - SLYV, another significant holding for Triangle Securities Wealth Management, saw a minimal change in shares, dropping from 108,013 to 107,354. The value remained relatively steady at $8,228,000 to $8,286,000, with a 0.7% change.

APPLE INC - AAPL, or Apple Inc, witnessed a slight decrease in shares from 35,173 to 34,563. However, the value increased from $5,800,000 to $6,704,000, showing a 15.6% change.

MANAGED PORTFOLIO SERIES - TPYP experienced an increase in shares from 256,914 to 261,267, with the value rising from $6,248,000 to $6,441,000, equating to a 3.1% change.

ALPHABET INC - GOOG, representing Alphabet Inc, saw a decrease in shares from 53,099 to 51,659. However, the value increased from $5,522,000 to $6,249,000, indicating a 13.2% change.

ADVISORS INNER CIRCLE FD III - SAMT showed a slight increase in shares from 264,166 to 267,464. The value also increased from $5,899,000 to $6,241,000, signifying a 5.8% change.

LOWES COS INC - LOW, or Lowes Cos Inc, saw a slight decrease in shares from 26,618 to 25,825. However, the value increased from $5,322,000 to $5,828,000, reflecting a 9.5% change.

BLACKSTONE INC - BX experienced a minimal decrease in shares from 58,704 to 58,290. The value also slightly dropped from $5,156,000 to $5,419,000, representing a 5.1% change.

EXXON MOBIL CORP - XOM saw a minimal decrease in shares from 49,398 to 49,112. The value slightly decreased from $5,417,000 to $5,267,000, indicating a 2.8% change.

SCHWAB STRATEGIC TR - SCHX experienced a decrease in shares from 97,655 to 95,123. However, the value increased from $4,723,000 to $4,981,000, showing a 5.5% change.

And so on...

In summary, these are just a few notable changes in holdings for Triangle Securities Wealth Management. Despite fluctuations in share numbers, there has been an overall increase in the value of the portfolio. These changes signify the strategic investment decisions made by the wealth management firm. It'll be interesting to see how these holdings further evolve in the upcoming quarters.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial or investment advice. Triangle Securities Wealth Management's holdings may be subject to market fluctuations, and investors should do their own research before making any investment decisions.