Triangle Securities Wealth Management Q3 2023 vs. Q4 2023 13F Holdings Comparison

Investment insights can provide valuable information for both investors and financial professionals. The 13F filings, which require institutional investors to disclose their holdings each quarter, can give us a glimpse into the investment strategies of some of the biggest players in the market. In this article, we will compare the Q3 2023 and Q4 2023 holdings of Triangle Securities Wealth Management, exploring the changes in their portfolio and analyzing the potential implications.

SCHWAB STRATEGIC TR: While Triangle Securities Wealth Management decreased its holdings of SCHWAB STRATEGIC TR slightly from 161,551 shares in Q3 to 161,000 shares in Q4, the value of the investment increased from $10.9 million to $12.1 million, representing a 10.9% change. This suggests that the firm believes in the long-term potential of SCHWAB STRATEGIC TR and expects it to generate favorable returns.

VANGUARD WORLD FDS: Similar to SCHWAB STRATEGIC TR, the holdings of VANGUARD WORLD FDS also experienced a slight decrease from 23,164 shares in Q3 to 22,715 shares in Q4. However, the value of the investment increased from $9.6 million to $11 million, indicating a positive outlook on the fund with a change of 14.4%.

MICROSOFT CORP: Triangle Securities Wealth Management maintained a relatively stable position in MICROSOFT CORP, with a marginal decrease from 28,941 shares in Q3 to 28,804 shares in Q4. The value of the investment also decreased from $9.1 million to $10.8 million, which can be attributed to changes in the stock price during the period analyzed. Nevertheless, the firm still holds a bullish stance with an 18.5% change.

SPDR SER TR: The holdings of SPDR SER TR witnessed a substantial increase from 108,299 shares in Q3 to 123,216 shares in Q4. The value of the investment also increased from $7.8 million to $10.3 million, representing an impressive change of 31%. This significant change indicates the confidence that Triangle Securities Wealth Management has in SPDR SER TR's potential for growth.

BLACKSTONE INC: Although Triangle Securities Wealth Management slightly reduced their holdings of BLACKSTONE INC from 57,683 shares in Q3 to 56,775 shares in Q4, the investment's value increased from $6.2 million to $7.4 million. This change of 20.3% suggests that the firm believes in the long-term prospects of BLACKSTONE INC.

ALPHABET INC: The holdings of ALPHABET INC remained fairly stable, with only a marginal decrease from 51,344 shares in Q3 to 51,174 shares in Q4. The value of the investment also experienced a minor decline from $6.7 million to $7.2 million. This change of 6.5% indicates that Triangle Securities Wealth Management has a neutral stance on ALPHABET INC's future performance.

MANAGED PORTFOLIO SERIES: Triangle Securities Wealth Management slightly increased their holdings of MANAGED PORTFOLIO SERIES from 263,653 shares in Q3 to 265,005 shares in Q4. The value of the investment also increased from $6.4 million to $6.9 million, representing a change of 6.6%. This modest increase suggests the firm's belief in the potential of MANAGED PORTFOLIO SERIES.

ISHARES TR: The holdings of ISHARES TR experienced a significant increase from 123,511 shares in Q3 to 148,883 shares in Q4, indicating a bullish position by Triangle Securities Wealth Management. The value of the investment also increased from $5.4 million to $6.9 million, reflecting a substantial change of 27%.

KKR & CO INC: Triangle Securities Wealth Management continued to hold a strong position in KKR & CO INC, with a marginal decrease from 83,426 shares in Q3 to 82,782 shares in Q4. The value of the investment slightly increased from $5.1 million to $6.9 million, highlighting a change of 33.5% and indicating their confidence in the company's future performance.

APPLE INC: The holdings of APPLE INC experienced a slight decline, with Triangle Securities Wealth Management reducing their position from 34,523 shares in Q3 to 34,201 shares in Q4. The value of the investment also decreased from $5.9 million to $6.6 million, indicating a change of 11.4%. This change could be influenced by market trends and the performance of the stock during the period.

ADVISORS INNER CIRCLE FD III: Triangle Securities Wealth Management slightly increased its holdings of ADVISORS INNER CIRCLE FD III from 272,511 shares in Q3 to 279,196 shares in Q4. The value of the investment also increased from $6.1 million to $6.4 million, representing a change of 5.3%. This suggests that the firm has confidence in the future potential of ADVISORS INNER CIRCLE FD III.

This is just a selection of the holdings of Triangle Securities Wealth Management and the changes they made from Q3 2023 to Q4 2023. It is important to note that these investment decisions depend on various factors, including market conditions, individual fund strategies, and the firm's investment objectives. It is always advisable to consult with a financial advisor before making any investment decisions based on this information.

In conclusion, the comparison of Triangle Securities Wealth Management's Q3 2023 and Q4 2023 13F holdings provides insights into the firm's investment strategies and their belief in the potential of various companies. While some holdings experienced slight decreases, others saw significant increases, reflecting the fluid nature of the investment landscape and the firm's continuous assessment of opportunities for growth and value creation. As always, investors should conduct thorough research and seek professional advice to make informed investment decisions.

Sources:

- Data obtained from the 13F filings of Triangle Securities Wealth Management for Q3 2023 and Q4 2023

- Bloomberg Financial Data