Triangle Securities Wealth Management Incresed Positions in Q2 2025

Triangle Securities Wealth Management

  • $380 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
6.4K
+ 90.45%
$462.22 - $707.75 $2.96M - $4.53M
13.5K $9.54M
AVGO
Broadcom Inc.

Technology
72
+ 0.36%
$146.29 - $275.65 $10.5K - $19.8K
20.2K $5.57M
XLRE
Select Sector Spdr Tr Real Est

ETFs
50.2K
+ 100.13%
$37.08 - $42.26 $1.86M - $2.12M
100K $4.15M
SAMT
Advisors Inn.Circle Fd Iii Str
2.5K
+ 0.91%
$27.04 - $34.43 $67.7K - $86.2K
277K $9.53M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
28.6K
+ 46.49%
$44.68 - $45.96 $1.28M - $1.31M
90K $4.12M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.73K
+ 1.31%
$22.92 - $28.05 $154K - $189K
518K $14.5M
NVDA
Nvidia Corp

Technology
1.68K
+ 9.68%
$94.31 - $157.99 $158K - $265K
19K $3M
META
Meta Platforms, Inc.

Communication Services
71
+ 1.5%
$484.66 - $738.09 $34.4K - $52.4K
4.81K $3.55M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
2.31K
+ 0.97%
$56.84 - $65.5 $131K - $151K
240K $15.7M
EMR
Emerson Electric CO

Industrials
1.87K
+ 9.33%
$94.15 - $133.33 $176K - $249K
21.9K $2.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.42K
+ 2.78%
$51.16 - $62.02 $175K - $212K
126K $7.84M
SCHX
Schwab Strategic Tr Us Large C

ETFs
199
+ 0.08%
$19.6 - $24.44 $3.9K - $4.86K
264K $6.45M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.9K
+ 13.46%
$19.1 - $23.83 $265K - $330K
117K $2.78M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.4K
+ 10.01%
$20.42 - $25.3 $213K - $264K
115K $2.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
895
+ 1.41%
$90.56 - $109.49 $81.1K - $98K
64.4K $7.04M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.81K
+ 5.82%
$73.7 - $90.98 $133K - $164K
32.8K $2.99M
IVV
Ishares Core S&P 500 ETF

ETFs
500
+ 101.63%
$498.8 - $620.9 $249K - $310K
992 $615K
VEEV
Veeva Systems Inc

Healthcare
45
+ 0.78%
$209.39 - $289.94 $9.42K - $13K
5.78K $1.67M
TEQI
T Rowe Price Exchange Traded F

Technology
7.54K
+ 109.84%
$36.8 - $42.54 $278K - $321K
14.4K $613K
RSP
Invesco S&P 500 Equal Weight E

ETFs
804
+ 6.99%
$152.93 - $181.74 $123K - $146K
12.3K $2.24M
XLK
Technology Sector Spdr

ETFs
125
+ 2.59%
$179.73 - $253.23 $22.5K - $31.7K
4.95K $1.25M
AMAT
Applied Materials Inc

Technology
100
+ 1.73%
$126.95 - $183.52 $12.7K - $18.4K
5.87K $1.07M
PANW
Palo Alto Networks Inc

Technology
30
+ 0.54%
$152.44 - $204.64 $4.57K - $6.14K
5.63K $1.15M
C
Citigroup Inc

Financial Services
171
+ 1.39%
$58.13 - $85.12 $9.94K - $14.6K
12.4K $1.06M
VT
Vanguard Total World Stk Index

ETFs
157
+ 1.28%
$103.16 - $128.52 $16.2K - $20.2K
12.4K $1.59M
VOX
Vanguard Communication Service

ETFs
35
+ 0.52%
$133.12 - $171.03 $4.66K - $5.99K
6.8K $1.16M
DHR
Danaher Corp

Healthcare
985
+ 17.5%
$174.64 - $205.16 $172K - $202K
6.61K $1.31M
ASML
Asml Holding Nv

Technology
42
+ 5.63%
$595.37 - $815.24 $25K - $34.2K
788 $631K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
998
+ 34.57%
$103.88 - $123.68 $104K - $123K
3.89K $480K
CRM
Salesforce, Inc.

Technology
279
+ 3.2%
$236.26 - $291.15 $65.9K - $81.2K
9K $2.45M
MAR
Marriott International Inc

Consumer Cyclical
65
+ 2.88%
$211.12 - $274.14 $13.7K - $17.8K
2.33K $635K
TMO
Thermo Fisher Scientific Inc.

Healthcare
681
+ 34.31%
$390.26 - $489.06 $266K - $333K
2.67K $1.08M
IJS
Ishares S&P Smallcap 600 Value

ETFs
432
+ 1.98%
$83.54 - $100.04 $36.1K - $43.2K
22.3K $2.22M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
62
+ 0.03%
$45.12 - $46.23 $2.8K - $2.87K
188K $8.7M
VTV
Vanguard Value ETF

ETFs
116
+ 2.98%
$153.67 - $176.74 $17.8K - $20.5K
4.01K $709K
EEM
Ishares Msci Emerging Markets

ETFs
3
+ 0.04%
$38.52 - $48.28 $116 - $145
7.4K $356K
SJM
J M Smucker CO

Consumer Defensive
610
+ 30.47%
$94.41 - $118.52 $57.6K - $72.3K
2.61K $256K
VHT
Vanguard Health Care ETF

ETFs
253
+ 6.07%
$236.71 - $261.92 $59.9K - $66.3K
4.42K $1.1M
Ge Vernova Inc
5
+ 0.68%
N/A
737 $0
2023 ETF Series Trust Ii
12.2K
+ 27.43%
N/A
56.7K $0
American Centy ETF Tr
2.16K
+ 54.66%
N/A
6.11K $0
Brookfield Corp
1.87K
+ 1.95%
N/A
97.5K $0
Lam Research Corp
46
+ 0.26%
N/A
17.6K $0
IBB
Ishares Biotechnology ETF

ETFs
50
+ 1.61%
$112.02 - $129.0 $5.6K - $6.45K
3.15K $398K
CLX
Clorox CO

Consumer Defensive
635
+ 14.35%
$118.01 - $148.69 $74.9K - $94.4K
5.06K $607K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
10
+ 0.58%
$421.16 - $509.5 $4.21K - $5.1K
1.73K $769K
FANG
Diamondback Energy, Inc.

Energy
60
+ 1.78%
$119.25 - $161.49 $7.16K - $9.69K
3.44K $471K
CPRT
Copart Inc

Consumer Cyclical
325
+ 1.43%
$47.72 - $63.84 $15.5K - $20.7K
23K $1.13M
KMX
Carmax Inc

Consumer Cyclical
395
+ 1.95%
$62.27 - $82.77 $24.6K - $32.7K
20.6K $1.39M
Activity Summary
Buys All Purchases 64 New Holdings 13 Increased Positions 51 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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