Triangle Securities Wealth Management recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
1301 ANNAPOLIS DRIVE RALEIGH, NC 27608
As of the latest 13F report, the guru’s equity portfolio contained 181 stocks valued at a total of $273.00Mil. The top holdings were SCHM(4.02%), SLYV(2.99%), and VGT(2.85%).
According to GuruFocus data, these were Triangle Securities Wealth Management’s top five trades of the quarter.
Strategas Macro Thematic Opportunities ETF
The guru established a new position worth 185,379 shares in ARCA:SAMT, giving the stock a 1.63% weight in the equity portfolio. Shares traded for an average price of $23.31 during the quarter.
On 01/11/2023, Strategas Macro Thematic Opportunities ETF traded for a price of $23.21 per share and a market cap of $78.87Mil. The stock has returned 0.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Strategas Macro Thematic Opportunities ETF has a price-book ratio of 3.37.
Tortoise North American Pipeline Fund ETF
During the quarter, Triangle Securities Wealth Management bought 36,577 shares of ARCA:TPYP for a total holding of 236,101. The trade had a 0.35% impact on the equity portfolio. During the quarter, the stock traded for an average price of $25.21.
On 01/11/2023, Tortoise North American Pipeline Fund ETF traded for a price of $25.28 per share and a market cap of $569.03Mil. The stock has returned 12.45% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Tortoise North American Pipeline Fund ETF has a price-earnings ratio of 16.21 and a price-book ratio of 2.07.
Meta Platforms Inc
Triangle Securities Wealth Management reduced their investment in NAS:META by 4,850 shares. The trade had a 0.31% impact on the equity portfolio. During the quarter, the stock traded for an average price of $162.08.
On 01/11/2023, Meta Platforms Inc traded for a price of $133.44 per share and a market cap of $349.84Bil. The stock has returned -60.10% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Meta Platforms Inc has a price-earnings ratio of 12.72, a price-book ratio of 2.87, a price-earnings-to-growth (PEG) ratio of 0.48, a EV-to-Ebitda ratio of 7.69 and a price-sales ratio of 3.11.
The price-to-GF Value ratio is 0.35, earning the stock a GF Value rank of 4.
Cisco Systems Inc
The guru sold out of their 17,972-share investment in NAS:CSCO. Previously, the stock had a 0.3% weight in the equity portfolio. Shares traded for an average price of $44.37 during the quarter.
On 01/11/2023, Cisco Systems Inc traded for a price of $48.975 per share and a market cap of $201.28Bil. The stock has returned -19.01% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Cisco Systems Inc has a price-earnings ratio of 17.69, a price-book ratio of 4.99, a price-earnings-to-growth (PEG) ratio of 3.69, a EV-to-Ebitda ratio of 11.51 and a price-sales ratio of 3.89.
The price-to-GF Value ratio is 0.97, earning the stock a GF Value rank of 6.
Vanguard Communication Services ETF
During the quarter, Triangle Securities Wealth Management bought 7,620 shares of ARCA:VOX for a total holding of 10,707. The trade had a 0.26% impact on the equity portfolio. During the quarter, the stock traded for an average price of $95.1.
On 01/11/2023, Vanguard Communication Services ETF traded for a price of $88.19 per share and a market cap of $2.54Bil. The stock has returned -33.64% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Communication Services ETF has a price-earnings ratio of 14.40 and a price-book ratio of 2.21.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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