Triangle Securities Wealth Management Incresed Positions in Q3 2024

Triangle Securities Wealth Management

  • $377 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
177K
+ 350.85%
$58.75 - $64.07 $10.4M - $11.3M
227K $14.6M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.73K
+ 2.85%
$75.47 - $83.18 $357K - $394K
170K $14.2M
XLRE
Select Sector Spdr Tr Real Est

ETFs
24.2K
+ 161.58%
$38.04 - $45.36 $921K - $1.1M
39.2K $1.75M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.43K
+ 2.47%
$105.53 - $118.34 $150K - $169K
59.2K $6.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.51K
+ 2.32%
$57.32 - $62.65 $144K - $157K
111K $6.89M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.69K
+ 3.93%
$41.9 - $48.26 $155K - $178K
97.5K $4.67M
AMD
Advanced Micro Devices Inc

Technology
3.29K
+ 186.46%
$128.67 - $183.96 $423K - $605K
5.06K $829K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.12K
+ 1.72%
$44.83 - $47.42 $140K - $148K
185K $8.7M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
278
+ 1.87%
$150.01 - $182.29 $41.7K - $50.7K
15.2K $2.76M
SWK
Stanley Black & Decker, Inc.

Industrials
90
+ 0.81%
$77.75 - $110.17 $7K - $9.92K
11.2K $1.23M
AVGO
Broadcom Inc.

Technology
19K
+ 918.32%
$136.27 - $1745.86 $2.6M - $33.3M
21.1K $3.64M
CGXU
Capital Group Intl Focus Equit

ETFs
9.25K
+ 53.98%
$24.27 - $27.46 $225K - $254K
26.4K $711K
AMT
American Tower Corp

Real Estate
10
+ 0.17%
$192.27 - $242.73 $1.92K - $2.43K
5.96K $1.38M
SCHA
Schwab Strategic Tr Us Small C

ETFs
370
+ 0.76%
$46.9 - $51.96 $17.4K - $19.2K
49.3K $2.54M
VOX
Vanguard Communication Service

ETFs
1.12K
+ 22.3%
$129.82 - $145.39 $146K - $163K
6.16K $895K
WMT
Walmart Inc.

Consumer Defensive
258
+ 1.89%
$66.91 - $81.4 $17.3K - $21K
13.9K $1.12M
TMO
Thermo Fisher Scientific Inc.

Healthcare
158
+ 10.37%
$531.86 - $624.21 $84K - $98.6K
1.68K $1.04M
RY
Royal Bank Of Canada

Financial Services
1.13K
+ 40.29%
$105.65 - $124.73 $119K - $141K
3.93K $489K
JSML
Janus Detroit Str Tr Henderson

ETFs
1.15K
+ 7.32%
$58.37 - $65.4 $67.1K - $75.1K
16.9K $1.1M
VEEV
Veeva Systems Inc

Healthcare
55
+ 0.95%
$180.43 - $223.9 $9.92K - $12.3K
5.86K $1.23M
VT
Vanguard Total World Stk Index

ETFs
534
+ 4.42%
$107.72 - $119.96 $57.5K - $64.1K
12.6K $1.51M
CARR
Carrier Global Corp

Industrials
100
+ 1.28%
$61.9 - $80.88 $6.19K - $8.09K
7.89K $635K
CLX
Clorox CO

Consumer Defensive
555
+ 27.63%
$131.73 - $166.97 $73.1K - $92.7K
2.56K $417K
SPY
Spdr S&P 500 ETF Trust

ETFs
112
+ 4.32%
$517.38 - $573.86 $57.9K - $64.3K
2.71K $1.55M
BAX
Baxter International Inc

Healthcare
299
+ 1.07%
$32.85 - $40.26 $9.82K - $12K
28.2K $1.07M
KMX
Carmax Inc

Consumer Cyclical
960
+ 7.25%
$71.21 - $85.78 $68.4K - $82.3K
14.2K $1.1M
IJK
Ishares S&P Midcap 400 Growth

ETFs
125
+ 0.46%
$84.81 - $93.54 $10.6K - $11.7K
27.4K $2.52M
VHT
Vanguard Health Care ETF

ETFs
138
+ 7.24%
$261.88 - $288.1 $36.1K - $39.8K
2.04K $576K
KO
Coca Cola CO

Consumer Defensive
431
+ 9.86%
$62.69 - $73.01 $27K - $31.5K
4.8K $345K
IBB
Ishares Biotechnology ETF

ETFs
200
+ 6.36%
$135.09 - $149.47 $27K - $29.9K
3.34K $486K
STZ
Constellation Brands, Inc.

Consumer Defensive
131
+ 1.7%
$236.42 - $259.82 $31K - $34K
7.85K $2.02M
Brookfield Corp
44.8K
+ 123.34%
N/A
81.1K $0
Labcorp Holdings Inc
20
+ 0.49%
N/A
4.09K $0
ROK
Rockwell Automation, Inc

Industrials
19
+ 0.37%
$248.27 - $294.37 $4.72K - $5.59K
5.14K $1.38M
AMZN
Amazon Com Inc

Consumer Cyclical
326
+ 1.8%
$161.02 - $200.0 $52.5K - $65.2K
18.4K $3.43M
SLB
Schlumberger Limited

Energy
156
+ 0.79%
$39.57 - $49.67 $6.17K - $7.75K
19.8K $832K
CVX
Chevron Corp

Energy
87
+ 0.53%
$137.88 - $161.97 $12K - $14.1K
16.6K $2.45M
Activity Summary
Buys All Purchases 46 New Holdings 8 Increased Positions 38 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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