Triangle Securities Wealth Management Purchases in Q3 2025

Triangle Securities Wealth Management

  • $412 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
5.81K
+ 29.21%
$491.09 - $535.64 $2.85M - $3.11M
25.7K $13.3M
GOOG
Alphabet Inc.

Communication Services
1.11K
+ 2.6%
$175.16 - $255.24 $195K - $284K
44K $10.7M
AAPL
Apple Inc.

Technology
5.7K
+ 22.89%
$202.38 - $256.87 $1.15M - $1.46M
30.6K $7.79M
VGT
Vanguard Information Technolog

ETFs
828
+ 4.21%
$656.44 - $753.15 $544K - $624K
20.5K $15.3M
ORCL
Oracle Corp

Technology
4.44K
+ 40.98%
$218.96 - $328.33 $971K - $1.46M
15.3K $4.29M
JPM
Jpmorgan Chase & CO

Financial Services
3.19K
+ 14.1%
$282.78 - $316.06 $902K - $1.01M
25.8K $8.15M
LOW
Lowes Companies Inc

Consumer Cyclical
2.75K
+ 13.43%
$215.01 - $273.02 $592K - $752K
23.3K $5.85M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
529
+ 0.43%
$79.39 - $90.39 $42K - $47.8K
123K $10.9M
CAT
Caterpillar Inc

Industrials
826
+ 13.43%
$390.92 - $477.15 $323K - $394K
6.98K $3.33M
JNJ
Johnson & Johnson

Healthcare
1.61K
+ 9.08%
$155.17 - $185.42 $250K - $299K
19.4K $3.59M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
463
+ 0.19%
$64.75 - $69.05 $30K - $32K
241K $16.6M
NEE
Nextera Energy Inc

Utilities
8.42K
+ 28.07%
$69.77 - $77.54 $587K - $653K
38.4K $2.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.67K
+ 3.7%
$62.09 - $66.51 $290K - $311K
131K $8.55M
COST
Costco Wholesale Corp

Consumer Defensive
800
+ 125.98%
$915.95 - $994.57 $733K - $796K
1.44K $1.33M
GOOGL
Alphabet Inc.

Communication Services
2K
+ 72.44%
$174.36 - $254.72 $348K - $508K
4.75K $1.15M
RTX
Raytheon Technologies Corp

Industrials
795
+ 3.67%
$144.19 - $167.33 $115K - $133K
22.5K $3.76M
JSML
Janus Detroit Str Tr Henderson

ETFs
1.03K
+ 1.52%
$67.04 - $77.09 $68.8K - $79.1K
68.6K $5.13M
ENB
Enbridge Inc

Energy
6.74K
+ 15.32%
$43.79 - $50.46 $295K - $340K
50.7K $2.56M
NVDA
Nvidia Corp

Technology
3
+ 0.02%
$153.3 - $186.58 $460 - $560
19K $3.55M
XOM
Exxon Mobil Corp

Energy
2.77K
+ 6.32%
$105.83 - $117.22 $294K - $325K
46.6K $5.26M
CVX
Chevron Corp

Energy
2.1K
+ 16.06%
$145.57 - $161.83 $305K - $339K
15.2K $2.35M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.69K
+ 6.29%
$132.9 - $142.03 $225K - $240K
28.6K $4.03M
WFC
Wells Fargo & Company

Financial Services
3.75K
+ 12.54%
$77.05 - $85.16 $289K - $319K
33.6K $2.82M
VCR
Vanguard Consumer Discretionar

ETFs
23
+ 0.19%
$359.61 - $401.35 $8.27K - $9.23K
12.3K $4.86M
BAC
Bank Of America Corp

Financial Services
2.71K
+ 4.18%
$44.92 - $52.42 $122K - $142K
67.5K $3.48M
LHX
L3 Harris Technologies, Inc.

Industrials
536
+ 12.01%
$252.18 - $305.41 $135K - $164K
5K $1.53M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
6.72K
+ 75.33%
$59.29 - $62.87 $398K - $423K
15.6K $939K
PEP
Pepsico Inc

Consumer Defensive
1.6K
+ 8.57%
$133.81 - $152.16 $214K - $243K
20.3K $2.85M
AMGN
Amgen Inc

Healthcare
1.12K
+ 19.84%
$271.18 - $309.22 $305K - $347K
6.78K $1.91M
SCHA
Schwab Strategic Tr Us Small C

ETFs
660
+ 0.58%
$25.29 - $28.33 $16.7K - $18.7K
115K $3.22M
MCD
Mcdonalds Corp

Consumer Cyclical
983
+ 70.37%
$291.67 - $316.99 $287K - $312K
2.38K $723K
DUK
Duke Energy Corp

Utilities
1.03K
+ 3.57%
$116.31 - $125.93 $120K - $130K
30K $3.71M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
335
+ 5.02%
$459.11 - $506.91 $154K - $170K
7K $3.52M
META
Meta Platforms, Inc.

Communication Services
407
+ 8.46%
$695.21 - $791.73 $283K - $322K
5.22K $3.83M
TMO
Thermo Fisher Scientific Inc.

Healthcare
139
+ 5.21%
$404.94 - $499.99 $56.3K - $69.5K
2.81K $1.36M
KO
Coca Cola CO

Consumer Defensive
4.23K
New
$65.67 - $71.67 $278K - $303K
4.23K $280K
MRK
Merck & Co., Inc.

Healthcare
2.66K
+ 24.59%
$77.6 - $87.37 $206K - $232K
13.5K $1.13M
VUG
Vanguard Growth ETF

ETFs
78
+ 1.4%
$433.97 - $484.08 $33.8K - $37.8K
5.63K $2.7M
WMT
Walmart Inc.

Consumer Defensive
1.95K
+ 17.33%
$94.4 - $104.27 $184K - $203K
13.2K $1.36M
AXP
American Express CO

Financial Services
689
+ 34.47%
$294.27 - $342.31 $203K - $236K
2.69K $892K
IJS
Ishares S&P Smallcap 600 Value

ETFs
15
+ 0.07%
$98.99 - $112.2 $1.48K - $1.68K
22.3K $2.47M
MO
Altria Group, Inc.

Consumer Defensive
3.75K
New
$57.75 - $67.68 $217K - $254K
3.75K $247K
CB
Chubb LTD

Financial Services
872
New
$265.99 - $289.59 $232K - $253K
872 $246K
DIS
Walt Disney CO

Communication Services
2.82K
+ 33.5%
$112.25 - $124.0 $316K - $349K
11.2K $1.29M
BA
Boeing CO

Industrials
1.05K
+ 52.43%
$209.79 - $237.38 $220K - $249K
3.05K $657K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
431
+ 0.37%
$23.82 - $25.84 $10.3K - $11.1K
117K $3.01M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.79K
+ 1.48%
$45.6 - $46.92 $127K - $131K
191K $8.92M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.57K
New
$79.89 - $83.25 $205K - $214K
2.57K $212K
XLU
Utilities Sector Spdr

ETFs
1.69K
+ 16.52%
$81.14 - $87.32 $137K - $147K
11.9K $1.04M
Activity Summary
Buys All Purchases 107 New Holdings 5 Increased Positions 102 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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