TRIANGLE SECURITIES WEALTH MANAGEMENT

HTTP://WWW.TRIANGLESECURITIES.COM RALEIGH, NC Investment Advisor How do I update this listing?

Triangle Securities Wealth Management is based out of Raleigh. Triangle Securities Wealth Management is a large advisory firm with 479 clients and discretionary assets under management (AUM) of $684,810,620 (Form ADV from 2019-03-27). Their last reported 13F filing for Q3 2019 included $203,299,000 in managed 13F securities and a top 10 holdings concentration of 26.18%. Triangle Securities Wealth Management's largest holding is Schwab U.S. Mid Cap ETF with shares held of 186,175. Triangle Securities Wealth Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 33 13F filings

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68

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $204.539 Million
  • Prior Market Value $196.855 Million
  • New Purchases10 stocks
  • Additional Purchases57 stocks
  • Sold out of6 stocks
  • Reduced holdings in71 stocks
  • Top 10 Holdings % 26.03 %
  • Turnover % [1]:10.46%
  • Turnover Alt % [2]: 4.93 %
  • Time Held Top20:14.00 quarters
  • Time Held Top10:10.20 quarters
  • Time Held All:18.05 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -2.35%
Performance Last 4 Quarters: 0.38%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR/A (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

TRIANGLE SECURITIES WEALTH MANAGEMENT
1301 ANNAPOLIS DRIVE
RALEIGH NC    27608
Country: United States

Business Phone: 919-838-3221
Fax: 919-838-9081
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NC
Number of employees: 13
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 124,738,000
Total Number of Clients: 479
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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TRIANGLE SECURITIES WEALTH MANAGEMENT

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
REYNOLDS, PAUL, DELEON CEO, MANAGING MEMBER 08/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TRIANGLE SECURITIES, LLC CEO/CFO/FINOP direct 2000-02-01
TRIANGLE SECURITIES WEALTH MANAGEMENT CEO, MANAGING MEMBER direct 2008-08-01
TRIANGLE SECURITIES, LLC MANAGING DIRECTOR direct 2000-02-01 2003-03-28
TRIANGLE SECURITIES, LLC MANAGING DIRECTOR/MUNICIPAL PRINCIPAL/FINOP/PRINCIPAL direct 2000-02-01 2006-01-12
TRIANGLE SECURITIES, LLC CEO/CFO/MUNICIPAL PRINCIPAL/FINOP direct 2000-02-01 2008-03-27
TRIANGLE SECURITIES WEALTH MANAGEMENT CEO direct 2008-08-01 2008-08-13
THOMAS, CATHY, LYNN MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER 08/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
TRIANGLE SECURITIES, LLC MANAGING DIRECTOR/PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2000-02-01
TRIANGLE SECURITIES WEALTH MANAGEMENT MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER direct 2008-08-01
TRIANGLE SECURITIES, LLC SECRETARY/PRINCIPAL direct 2000-02-01 2004-03-30
TRIANGLE SECURITIES, LLC MANAGING DIRECTOR/PRINCIPAL/CCO direct 2000-02-01 2006-01-12
BURKETT, KATHLEEN, WISE MANAGING DIRECTOR 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
TRIANGLE SECURITIES WEALTH MANAGEMENT MANAGING DIRECTOR direct 2018-01-01
LOYEK, SCOTT, WILLIAM MANAGING DIRECTOR 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
TRIANGLE SECURITIES WEALTH MANAGEMENT MANAGING DIRECTOR direct 2018-01-01
KAUFMAN, DEBORAH, LYNN MANAGING DIRECTOR 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
TRIANGLE SECURITIES WEALTH MANAGEMENT MANAGING DIRECTOR direct 2018-01-01

TRIANGLE SECURITIES WEALTH MANAGEMENT

ownership team - last updated 2017-03-28
Name Title Start Date Direct/Indirect % Ownership
REYNOLDS, PAUL, DELEON CEO, MANAGING MEMBER 08/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRIANGLE SECURITIES, LLC CEO/CFO/FINOP direct 2000-02-01
TRIANGLE SECURITIES WEALTH MANAGEMENT CEO, MANAGING MEMBER direct 2008-08-01
TRIANGLE SECURITIES, LLC MANAGING DIRECTOR direct 2000-02-01 2003-03-28
TRIANGLE SECURITIES, LLC MANAGING DIRECTOR/MUNICIPAL PRINCIPAL/FINOP/PRINCIPAL direct 2000-02-01 2006-01-12
TRIANGLE SECURITIES, LLC CEO/CFO/MUNICIPAL PRINCIPAL/FINOP direct 2000-02-01 2008-03-27
TRIANGLE SECURITIES WEALTH MANAGEMENT CEO direct 2008-08-01 2008-08-13
THOMAS, CATHY, LYNN MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER 08/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRIANGLE SECURITIES, LLC MANAGING DIRECTOR/PRINCIPAL/CHIEF COMPLIANCE OFFICER direct 2000-02-01
TRIANGLE SECURITIES WEALTH MANAGEMENT MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER direct 2008-08-01
TRIANGLE SECURITIES, LLC SECRETARY/PRINCIPAL direct 2000-02-01 2004-03-30
TRIANGLE SECURITIES, LLC MANAGING DIRECTOR/PRINCIPAL/CCO direct 2000-02-01 2006-01-12

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