Triangle Securities Wealth Management Purchases in Q4 2024

Triangle Securities Wealth Management

  • $374 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
14K
+ 49.67%
$44.87 - $46.86 $627K - $654K
42.1K $1.89M
ASML
Asml Holding Nv

Technology
746
New
$658.43 - $872.27 $491K - $651K
746 $517K
VHT
Vanguard Health Care ETF

ETFs
2.07K
+ 101.08%
$250.81 - $283.3 $518K - $585K
4.11K $1.04M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.4K
New
$26.93 - $84.95 $415K - $1.31M
15.4K $420K
HSY
Hershey CO

Consumer Defensive
2.42K
New
$168.67 - $193.65 $408K - $469K
2.42K $409K
CPRT
Copart Inc

Consumer Cyclical
3.87K
+ 25.6%
$51.36 - $63.8 $199K - $247K
19K $1.09M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.56K
+ 4.12%
$61.68 - $67.87 $281K - $309K
115K $7.17M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
7.25K
+ 3.19%
$63.01 - $68.55 $457K - $497K
235K $14.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
172K
+ 204.4%
$22.4 - $68.28 $3.86M - $11.8M
256K $5.95M
FLEX
Flex Ltd.

Technology
5.93K
New
$32.52 - $41.3 $193K - $245K
5.93K $227K
LUV
Southwest Airlines CO

Industrials
6.72K
New
$28.99 - $34.84 $195K - $234K
6.72K $225K
DHR
Danaher Corp

Healthcare
1.44K
+ 62.45%
$226.16 - $274.52 $326K - $395K
3.75K $859K
WTW
Willis Towers Watson PLC

Financial Services
640
New
$287.99 - $332.53 $184K - $213K
640 $199K
JSML
Janus Detroit Str Tr Henderson

ETFs
2.66K
+ 15.76%
$63.67 - $73.6 $169K - $195K
19.5K $1.28M
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.76K
+ 19.8%
$40.06 - $45.21 $311K - $351K
47K $1.91M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.59K
+ 5.81%
$90.66 - $99.46 $144K - $158K
29K $2.63M
FNDF
Schwab Fundamental Intl Large

ETFs
4.36K
+ 61.84%
$32.92 - $37.15 $143K - $162K
11.4K $378K
VOX
Vanguard Communication Service

ETFs
346
+ 5.62%
$144.31 - $163.57 $49.9K - $56.6K
6.5K $1.01M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
876
+ 3.2%
$126.68 - $134.74 $111K - $118K
28.2K $3.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
52.4K
+ 106.29%
$25.33 - $51.16 $1.33M - $2.68M
102K $2.63M
CGXU
Capital Group Intl Focus Equit

ETFs
6.05K
+ 22.94%
$24.67 - $26.94 $149K - $163K
32.4K $800K
KMX
Carmax Inc

Consumer Cyclical
25
+ 0.18%
$71.11 - $87.2 $1.78K - $2.18K
14.2K $1.16M
UNH
Unitedhealth Group Inc

Healthcare
767
+ 18.62%
$485.52 - $625.25 $372K - $480K
4.89K $2.47M
PANW
Palo Alto Networks Inc

Technology
2.82K
+ 100.0%
$181.96 - $405.9 $512K - $1.14M
5.63K $1.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
41
+ 1.52%
$567.81 - $607.81 $23.3K - $24.9K
2.75K $1.61M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
4
+ 0.38%
$338.38 - $446.21 $1.35K - $1.78K
1.06K $458K
IJS
Ishares S&P Smallcap 600 Value

ETFs
53
+ 0.25%
$104.59 - $118.05 $5.54K - $6.26K
21.6K $2.35M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
65.1K
+ 196.6%
$22.01 - $66.82 $1.43M - $4.35M
98.1K $2.23M
IWS
Ishares Russell Midcap Value E

ETFs
70
+ 4.29%
$128.08 - $140.32 $8.97K - $9.82K
1.7K $220K
2023 ETF Series Trust
140K
New
N/A
140K $0
Ge Vernova Inc
649
New
N/A
649 $0
2023 ETF Series Trust Ii
2.87K
+ 8.47%
N/A
36.8K $0
Brookfield Corp
9.05K
+ 11.16%
N/A
90.1K $0
Lam Research Corp
18.5K
New
N/A
18.5K $0
IBM
International Business Machines Corp

Technology
1
+ 0.06%
$204.9 - $238.04 $205 - $238
1.74K $382K
D
Dominion Energy, Inc

Utilities
410
+ 4.56%
$52.63 - $60.92 $21.6K - $25K
9.41K $506K
VTV
Vanguard Value ETF

ETFs
13
+ 0.33%
$168.32 - $181.87 $2.19K - $2.36K
3.92K $663K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
480
+ 0.81%
$113.92 - $127.38 $54.7K - $61.1K
59.7K $6.87M
QCOM
Qualcomm Inc

Technology
10
+ 0.27%
$150.4 - $178.04 $1.5K - $1.78K
3.76K $577K
DUK
Duke Energy Corp

Utilities
1.02K
+ 3.45%
$105.76 - $120.76 $108K - $123K
30.6K $3.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.11K
+ 2.77%
$45.07 - $47.1 $230K - $241K
190K $8.58M
SAGP
Advisors Inner Circle Fd Iii S
20
+ 0.03%
$28.49 - $30.96 $570 - $619
79.6K $2.27M
TGT
Target Corp

Consumer Defensive
10
+ 0.15%
$121.59 - $160.69 $1.22K - $1.61K
6.52K $881K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
335K
+ 196.71%
$27.54 - $83.04 $9.23M - $27.8M
506K $14M
AMT
American Tower Corp

Real Estate
125
+ 2.1%
$179.4 - $232.01 $22.4K - $29K
6.08K $1.12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.55K
+ 1.59%
$44.04 - $49.49 $68.4K - $76.8K
99.1K $4.36M
Activity Summary
Buys All Purchases 47 New Holdings 9 Increased Positions 38 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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