Triangle Securities Wealth Management
- SEC CIK
- 0001541353
- Latest filing
- Jul 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 12, 2021. Long positions only.
- Positions
- 168
- No 13F data for Q4 2020
- Portfolio value
- $276.6M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ACNAccenture plc | Stock | 725 | $200.0K | 0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 584 | $206.0K | 0.1% | – | – | History |
| TTTrane Technologies plc | SHS | 1,245 | $206.0K | 0.1% | – | – | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,175 | $218.0K | 0.1% | – | – | – |
| MKCMcCormick & Co Inc | Stock | 2,510 | $224.0K | 0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 4,396 | $225.0K | 0.1% | – | – | History |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 910 | $246.0K | 0.1% | – | – | – |
| VMCVulcan Materials CO | COM | 1,491 | $252.0K | 0.1% | – | – | History |
| CTSHCognizant Technology Solutions Corp | CL A | 3,410 | $266.0K | 0.1% | – | – | History |
| DARDarling Ingredients Inc. | COM | 3,857 | $284.0K | 0.1% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 1,691 | $290.0K | 0.1% | – | – | History |
| GEGeneral Electric Co | COM | 22,439 | $295.0K | 0.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 400 | $296.0K | 0.1% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 1,299 | $297.0K | 0.1% | – | – | – |
| YUMCYum China Holdings, Inc. | COM | 5,034 | $298.0K | 0.1% | – | – | History |
| TAT&T Inc. | Stock | 9,929 | $301.0K | 0.1% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 2,444 | $326.0K | 0.1% | – | – | History |
| BLKBlackRock, Inc. | COM | 435 | $328.0K | 0.1% | – | – | History |
| MCOMoodys Corp | Stock | 1,195 | $357.0K | 0.1% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,720 | $358.0K | 0.1% | – | – | – |
| FDXFedEx Corp | Stock | 1,296 | $368.0K | 0.1% | – | – | History |
| LMTLockheed Martin Corp | Stock | 1,003 | $371.0K | 0.1% | – | – | History |
| AXPAmerican Express Co | Stock | 2,676 | $378.0K | 0.1% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,522 | $382.0K | 0.1% | – | – | – |
| BALLBALL Corp | COM | 4,535 | $384.0K | 0.1% | – | – | History |
| DOWDow Inc. | Stock | 6,112 | $391.0K | 0.1% | – | – | History |
| CERNCERNER Corp | COM | 5,498 | $395.0K | 0.1% | – | – | History |
| SABRSabre Corp | COM | 27,194 | $403.0K | 0.1% | – | – | History |
| CPCanadian Pacific Kansas City Ltd | COM | 1,066 | $404.0K | 0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,327 | $405.0K | 0.1% | – | – | History |
| EFXEquifax Inc | COM | 2,285 | $414.0K | 0.1% | – | – | History |
| iShares Tr464287515 | EXPANDED TECH | 1,262 | $431.0K | 0.2% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 1,617 | $434.0K | 0.2% | – | – | History |
| TXNTexas Instruments Inc | Stock | 2,314 | $437.0K | 0.2% | – | – | History |
| Vanguard Communication Services ETF92204A884 | ETF | 3,429 | $446.0K | 0.2% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 3,042 | $458.0K | 0.2% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 8,098 | $463.0K | 0.2% | – | – | – |
| ULUnilever PLC | SPON ADR NEW | 8,380 | $468.0K | 0.2% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 4,194 | $479.0K | 0.2% | – | – | – |
| FCNCAFirst Citizens Bancshares Inc | CL A | 575 | $481.0K | 0.2% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,725 | $490.0K | 0.2% | – | – | – |
| DGXQuest Diagnostics Inc | COM | 3,910 | $502.0K | 0.2% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,441 | $506.0K | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 248 | $512.0K | 0.2% | – | – | History |
| QCOMQualcomm Inc | Stock | 3,913 | $519.0K | 0.2% | – | – | History |
| MAMastercard Inc | Stock | 1,520 | $541.0K | 0.2% | – | – | History |
| FANGDiamondback Energy, Inc. | Stock | 7,355 | $541.0K | 0.2% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 9,566 | $560.0K | 0.2% | – | – | History |
| TSNTyson Foods, Inc. | Stock | 7,700 | $572.0K | 0.2% | – | – | History |
| Paramount Global92556H206 | CL B | 13,169 | $594.0K | 0.2% | – | – | – |
| SLBSLB Limited | Stock | 21,950 | $597.0K | 0.2% | – | – | History |
| YUMYum Brands Inc | Stock | 5,879 | $636.0K | 0.2% | – | – | History |
| SBUXStarbucks Corp | Stock | 5,846 | $639.0K | 0.2% | – | – | History |
| WMTWalmart Inc. | Stock | 4,728 | $642.0K | 0.2% | – | – | History |
| RYRoyal Bank of Canada | Stock | 7,108 | $655.0K | 0.2% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 3,899 | $684.0K | 0.2% | – | – | History |
| PFEPfizer Inc | Stock | 18,986 | $688.0K | 0.2% | – | – | History |
| UNPUnion Pacific Corp | Stock | 3,124 | $689.0K | 0.2% | – | – | History |
| SYYSysco Corp | Stock | 8,768 | $690.0K | 0.2% | – | – | History |
| COFCapital One Financial Corp | Stock | 5,547 | $706.0K | 0.3% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 2,482 | $722.0K | 0.3% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 8,250 | $732.0K | 0.3% | – | – | History |
| ROPRoper Technologies Inc | Stock | 1,825 | $736.0K | 0.3% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,597 | $743.0K | 0.3% | – | – | – |
| WRKWestRock Co | COM | 15,235 | $793.0K | 0.3% | – | – | History |
| TJXTJX Companies Inc | Stock | 12,305 | $814.0K | 0.3% | – | – | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,882 | $825.0K | 0.3% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,230 | $827.0K | 0.3% | – | – | – |
| VYXNCR Voyix Corp | COM | 21,903 | $831.0K | 0.3% | – | – | History |
| BABoeing Co | Stock | 3,432 | $874.0K | 0.3% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,432 | $882.0K | 0.3% | – | – | – |
| SPLKSplunk Inc | COM | 6,515 | $883.0K | 0.3% | – | – | History |
| DEDeere & Co | Stock | 2,381 | $891.0K | 0.3% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,050 | $896.0K | 0.3% | – | – | – |
| SHWSherwin Williams Co | COM | 1,215 | $896.0K | 0.3% | – | – | History |
| LHLabcorp Holdings Inc. | COM NEW | 3,581 | $913.0K | 0.3% | – | – | History |
| CARRCarrier Global Corp | Stock | 22,592 | $954.0K | 0.3% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 5,314 | $965.0K | 0.3% | – | – | History |
| MCDMcDonalds Corp | Stock | 4,355 | $976.0K | 0.4% | – | – | History |
| AAPAdvance Auto Parts Inc | COM | 5,425 | $995.0K | 0.4% | – | – | History |
| MMM3M Co | Stock | 5,253 | $1.01M | 0.4% | – | – | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,085 | $1.02M | 0.4% | – | – | – |
| LRCXLam Research Corp | COM | 1,713 | $1.02M | 0.4% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,726 | $1.03M | 0.4% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 19,978 | $1.03M | 0.4% | – | – | History |
| COPConocoPhillips | Stock | 19,542 | $1.03M | 0.4% | – | – | History |
| CLColgate Palmolive Co | Stock | 13,138 | $1.04M | 0.4% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 6,937 | $1.06M | 0.4% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,582 | $1.07M | 0.4% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 6,349 | $1.08M | 0.4% | – | – | History |
| BIIBBiogen Inc. | COM | 3,984 | $1.11M | 0.4% | – | – | History |
| MSMorgan Stanley | Stock | 15,081 | $1.17M | 0.4% | – | – | History |
| MGMMGM Resorts International | Stock | 31,215 | $1.19M | 0.4% | – | – | History |
| HONHoneywell International Inc | COM | 5,494 | $1.19M | 0.4% | – | – | History |
| ECLEcolab Inc. | Stock | 5,701 | $1.22M | 0.4% | – | – | History |
| KKellanova | Stock | 19,653 | $1.24M | 0.4% | – | – | History |
| EAElectronic Arts Inc. | COM | 9,247 | $1.25M | 0.5% | – | – | History |
| INTCIntel Corp | Stock | 20,127 | $1.29M | 0.5% | – | – | History |
| LINLinde PLC | SHS | 4,621 | $1.29M | 0.5% | – | – | History |
| OTISOtis Worldwide Corp | Stock | 19,379 | $1.33M | 0.5% | – | – | History |