Long-term investor
Triangle Securities Wealth Management @trianglesecuritieswealth
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001541353).
Record
- Tracked since 2025-06-30 (449 days), 83 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +2.7% · 1 year n/a · all -2.6%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46641Q167 · 4.0% · long · since 2025-06-30
- 808524508 · 3.9% · long · since 2025-06-30
- 92204A702 · 3.7% · long · since 2025-06-30
- 78464A300 · 2.7% · long · since 2025-06-30
- 02079K107 · 2.6% · long · since 2025-06-30
- 00775Y645 · 2.4% · long · since 2025-06-30
- 464287507 · 2.3% · long · since 2025-06-30
- 464287804 · 2.2% · long · since 2025-06-30
- BX · 2.0% · long · since 2025-06-30
- 46434V613 · 1.9% · long · since 2025-06-30
- 890930308 · 1.9% · long · since 2025-06-30
- AAPL · 1.7% · long · since 2025-06-30