Triangle Securities Wealth Management Incresed Positions in Q1 2025

Triangle Securities Wealth Management

  • $372 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGXU
Capital Group Intl Focus Equit

ETFs
171K
+ 525.8%
$24.59 - $26.59 $4.19M - $4.54M
203K $5.04M
JSML
Janus Detroit Str Tr Henderson

ETFs
50.9K
+ 261.09%
$58.87 - $69.7 $3M - $3.55M
70.4K $4.19M
LLY
Eli Lilly & CO

Healthcare
1.12K
+ 30.32%
$725.72 - $929.72 $813K - $1.04M
4.81K $3.98M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
19.4K
+ 46.08%
$44.41 - $45.98 $861K - $892K
61.5K $2.8M
XOM
Exxon Mobil Corp

Energy
54
+ 0.11%
$105.44 - $118.93 $5.69K - $6.42K
47.6K $5.66M
DUK
Duke Energy Corp

Utilities
235
+ 0.77%
$105.87 - $121.97 $24.9K - $28.7K
30.8K $3.76M
KMX
Carmax Inc

Consumer Cyclical
5.98K
+ 42.03%
$69.25 - $89.19 $414K - $534K
20.2K $1.58M
AMT
American Tower Corp

Real Estate
498
+ 8.19%
$173.46 - $217.6 $86.4K - $108K
6.58K $1.43M
FNDF
Schwab Fundamental Intl Large

ETFs
7.23K
+ 63.37%
$32.9 - $37.45 $238K - $271K
18.6K $679K
DHR
Danaher Corp

Healthcare
1.88K
+ 50.24%
$201.62 - $250.59 $379K - $472K
5.63K $1.15M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.08K
+ 2.1%
$42.5 - $46.71 $88.4K - $97.2K
101K $4.58M
CPRT
Copart Inc

Consumer Cyclical
3.73K
+ 19.66%
$52.3 - $59.83 $195K - $223K
22.7K $1.29M
SAGP
Advisors Inner Circle Fd Iii S
1.46K
+ 1.83%
$28.16 - $30.84 $41K - $44.9K
81.1K $2.45M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.14K
+ 6.68%
$39.18 - $43.52 $123K - $137K
50.1K $2.07M
WEC
Wec Energy Group, Inc.

Utilities
459
+ 6.23%
$92.12 - $108.98 $42.3K - $50K
7.82K $852K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.22K
+ 1.37%
$61.9 - $66.89 $199K - $215K
238K $15M
TMO
Thermo Fisher Scientific Inc.

Healthcare
347
+ 21.18%
$497.6 - $606.74 $173K - $211K
1.99K $987K
GE
General Electric CO

Industrials
93
+ 3.56%
$168.59 - $212.13 $15.7K - $19.7K
2.7K $540K
NEE
Nextera Energy Inc

Utilities
1.84K
+ 5.47%
$66.96 - $76.16 $123K - $140K
35.5K $2.52M
CI
Cigna Corp

Healthcare
102
+ 8.03%
$274.49 - $329.0 $28K - $33.6K
1.37K $451K
BMY
Bristol Myers Squibb CO

Healthcare
413
+ 2.46%
$53.9 - $63.11 $22.3K - $26.1K
17.2K $1.05M
ECL
Ecolab Inc.

Basic Materials
35
+ 0.8%
$229.72 - $269.82 $8.04K - $9.44K
4.42K $1.12M
UNH
Unitedhealth Group Inc

Healthcare
6
+ 0.12%
$461.52 - $548.18 $2.77K - $3.29K
4.89K $2.56M
DE
Deere & CO

Industrials
48
+ 3.36%
$408.57 - $509.27 $19.6K - $24.4K
1.48K $692K
D
Dominion Energy, Inc

Utilities
1.18K
+ 12.53%
$52.85 - $57.43 $62.3K - $67.7K
10.6K $593K
KMB
Kimberly Clark Corp

Consumer Defensive
56
+ 0.81%
$124.46 - $147.4 $6.97K - $8.25K
6.94K $987K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
453
+ 1.61%
$126.11 - $135.06 $57.1K - $61.2K
28.7K $3.66M
MDLZ
Mondelez International, Inc.

Consumer Defensive
135
+ 2.27%
$56.12 - $68.15 $7.58K - $9.2K
6.08K $412K
IBM
International Business Machines Corp

Technology
20
+ 1.15%
$217.4 - $264.74 $4.35K - $5.29K
1.76K $437K
VHT
Vanguard Health Care ETF

ETFs
58
+ 1.41%
$254.06 - $273.83 $14.7K - $15.9K
4.17K $1.1M
UNP
Union Pacific Corp

Industrials
136
+ 5.77%
$225.21 - $254.42 $30.6K - $34.6K
2.49K $588K
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 4.44%
$890.62 - $1076.86 $24K - $29.1K
635 $600K
CB
Chubb LTD

Financial Services
65
+ 8.05%
$257.71 - $301.99 $16.8K - $19.6K
872 $263K
HSY
Hershey CO

Consumer Defensive
195
+ 8.06%
$144.74 - $186.36 $28.2K - $36.3K
2.62K $447K
BDX
Becton Dickinson & CO

Healthcare
60
+ 0.76%
$222.79 - $249.08 $13.4K - $14.9K
8K $1.83M
FCNCA
First Citizens Bancshares Inc

Financial Services
45
+ 18.99%
$1728.36 - $2231.14 $77.8K - $100K
282 $522K
LYV
Live Nation Entertainment, Inc.

Communication Services
15
+ 0.1%
$115.79 - $154.66 $1.74K - $2.32K
14.5K $1.9M
VT
Vanguard Total World Stk Index

ETFs
287
+ 2.4%
$115.08 - $123.97 $33K - $35.6K
12.2K $1.42M
QCOM
Qualcomm Inc

Technology
65
+ 1.73%
$151.94 - $175.86 $9.88K - $11.4K
3.82K $587K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
125
+ 0.81%
$27.01 - $28.54 $3.38K - $3.57K
15.5K $428K
PEP
Pepsico Inc

Consumer Defensive
307
+ 1.55%
$142.64 - $156.42 $43.8K - $48K
20.1K $3.01M
Brookfield Corp
5.47K
+ 6.07%
N/A
95.6K $0
Ge Vernova Inc
83
+ 12.79%
N/A
732 $0
2023 ETF Series Trust Ii
7.68K
+ 20.86%
N/A
44.5K $0
VOX
Vanguard Communication Service

ETFs
265
+ 4.07%
$147.73 - $169.24 $39.1K - $44.8K
6.77K $1M
IWS
Ishares Russell Midcap Value E

ETFs
3
+ 0.18%
$122.59 - $135.24 $368 - $406
1.7K $213K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.89K
+ 6.85%
$57.21 - $65.8 $451K - $519K
123K $7.16M
DD
Du Pont De Nemours, Inc.

Basic Materials
152
+ 0.83%
$72.7 - $84.32 $11.1K - $12.8K
18.4K $1.38M
VTI
Vanguard Total Stock Market Et

ETFs
13
+ 0.92%
$271.18 - $303.12 $3.53K - $3.94K
1.43K $391K
Activity Summary
Buys All Purchases 85 New Holdings 8 Increased Positions 77 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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