Triangle Securities Wealth Management Incresed Positions in Q2 2024

Triangle Securities Wealth Management

  • $349 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
15.3K
+ 43.38%
$56.88 - $60.48 $868K - $923K
50.5K $2.99M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
20.1K
+ 12.43%
$44.3 - $45.58 $889K - $915K
182K $8.21M
NVDA
Nvidia Corp

Technology
16.6K
+ 846.94%
$118.11 - $1224.4 $1.96M - $20.3M
18.6K $2.29M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.33K
+ 3.68%
$40.83 - $44.89 $136K - $150K
93.8K $4.11M
SAMT
Advisors Inn.Circle Fd Iii Str
3.39K
+ 1.2%
$24.51 - $26.5 $83.1K - $89.9K
285K $7.47M
DUK
Duke Energy Corp

Utilities
1.99K
+ 7.05%
$92.87 - $104.6 $185K - $209K
30.3K $3.03M
ADBE
Adobe Inc.

Technology
1
+ 0.02%
$439.02 - $555.54 $439 - $556
4.34K $2.41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.72K
+ 6.88%
$102.13 - $110.88 $380K - $412K
57.8K $6.16M
NOW
Service Now, Inc.

Technology
185
+ 13.33%
$643.29 - $786.67 $119K - $146K
1.57K $1.24M
WEC
Wec Energy Group, Inc.

Utilities
1.8K
+ 30.93%
$77.8 - $85.58 $140K - $154K
7.6K $596K
VT
Vanguard Total World Stk Index

ETFs
656
+ 5.74%
$104.94 - $113.51 $68.8K - $74.5K
12.1K $1.36M
CGXU
Capital Group Intl Focus Equit

ETFs
3.06K
+ 21.76%
$24.83 - $26.72 $76.1K - $81.8K
17.1K $440K
RTX
Raytheon Technologies Corp

Industrials
32
+ 0.13%
$97.55 - $108.44 $3.12K - $3.47K
25K $2.51M
JSML
Janus Detroit Str Tr Henderson

ETFs
1.48K
+ 10.41%
$56.12 - $60.43 $83.1K - $89.5K
15.7K $927K
PNC
Pnc Financial Services Group, Inc.

Financial Services
500
+ 12.44%
$146.54 - $161.4 $73.3K - $80.7K
4.52K $702K
ROK
Rockwell Automation, Inc

Industrials
459
+ 9.85%
$254.39 - $288.52 $117K - $132K
5.12K $1.41M
AJG
Arthur J. Gallagher & Co.

Financial Services
77
+ 2.37%
$230.52 - $265.19 $17.8K - $20.4K
3.33K $862K
PFE
Pfizer Inc

Healthcare
1.61K
+ 12.71%
$25.26 - $29.6 $40.7K - $47.7K
14.3K $399K
MCD
Mcdonalds Corp

Consumer Cyclical
554
+ 15.22%
$249.37 - $280.22 $138K - $155K
4.19K $1.07M
TMO
Thermo Fisher Scientific Inc.

Healthcare
139
+ 10.04%
$541.52 - $599.02 $75.3K - $83.3K
1.52K $842K
SAGP
Advisors Inner Circle Fd Iii S
2.3K
+ 2.85%
$25.99 - $27.61 $59.6K - $63.4K
82.8K $2.25M
VHT
Vanguard Health Care ETF

ETFs
114
+ 6.37%
$252.83 - $269.37 $28.8K - $30.7K
1.91K $506K
ADSK
Autodesk, Inc.

Technology
311
+ 7.23%
$199.93 - $259.44 $62.2K - $80.7K
4.61K $1.14M
CB
Chubb LTD

Financial Services
30
+ 3.86%
$243.01 - $274.28 $7.29K - $8.23K
807 $205K
DHR
Danaher Corp

Healthcare
10
+ 0.42%
$235.51 - $267.98 $2.36K - $2.68K
2.4K $599K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
71
+ 2.62%
$99.32 - $106.72 $7.05K - $7.58K
2.78K $286K
MDLZ
Mondelez International, Inc.

Consumer Defensive
421
+ 6.02%
$65.44 - $71.94 $27.6K - $30.3K
7.42K $485K
IWD
Ishares Russell 1000 Val ETF

ETFs
24
+ 1.18%
$169.4 - $179.05 $4.07K - $4.3K
2.05K $358K
JNJ
Johnson & Johnson

Healthcare
1.54K
+ 7.81%
$144.38 - $157.78 $222K - $243K
21.2K $3.1M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
36
+ 1.02%
$109.44 - $118.4 $3.94K - $4.26K
3.56K $403K
CVX
Chevron Corp

Energy
49
+ 0.3%
$152.57 - $166.33 $7.48K - $8.15K
16.5K $2.58M
AMT
American Tower Corp

Real Estate
19
+ 0.32%
$171.0 - $200.41 $3.25K - $3.81K
5.95K $1.16M
IJK
Ishares S&P Midcap 400 Growth

ETFs
628
+ 2.36%
$84.85 - $91.12 $53.3K - $57.2K
27.3K $2.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.37K
+ 3.22%
$56.43 - $60.79 $190K - $205K
108K $6.32M
SBUX
Starbucks Corp

Consumer Cyclical
61
+ 1.17%
$72.5 - $91.53 $4.42K - $5.58K
5.28K $411K
SCHA
Schwab Strategic Tr Us Small C

ETFs
270
+ 0.55%
$45.24 - $49.04 $12.2K - $13.2K
49K $2.32M
CTVA
Corteva, Inc.

Basic Materials
542
+ 1.92%
$51.18 - $57.83 $27.7K - $31.3K
28.8K $1.55M
BDX
Becton Dickinson & CO

Healthcare
133
+ 1.62%
$225.07 - $246.17 $29.9K - $32.7K
8.34K $1.95M
EFX
Equifax Inc

Industrials
2
+ 0.06%
$216.2 - $262.74 $432 - $525
3.43K $830K
MRK
Merck & Co., Inc.

Healthcare
186
+ 1.15%
$123.8 - $132.96 $23K - $24.7K
16.3K $2.02M
LYV
Live Nation Entertainment, Inc.

Communication Services
450
+ 3.38%
$88.27 - $104.88 $39.7K - $47.2K
13.7K $1.29M
IJS
Ishares S&P Smallcap 600 Value

ETFs
16
+ 0.07%
$94.12 - $102.13 $1.51K - $1.63K
21.9K $2.13M
SLB
Schlumberger Limited

Energy
565
+ 2.96%
$43.0 - $55.22 $24.3K - $31.2K
19.7K $928K
SWK
Stanley Black & Decker, Inc.

Industrials
813
+ 7.9%
$79.89 - $97.19 $65K - $79K
11.1K $887K
PEP
Pepsico Inc

Consumer Defensive
147
+ 0.74%
$163.33 - $183.11 $24K - $26.9K
20.1K $3.32M
BAX
Baxter International Inc

Healthcare
1.19K
+ 4.45%
$32.87 - $43.55 $39.1K - $51.8K
27.9K $934K
VEEV
Veeva Systems Inc

Healthcare
165
+ 2.93%
$171.41 - $230.39 $28.3K - $38K
5.8K $1.06M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.64K
+ 1.62%
$75.69 - $81.19 $200K - $215K
166K $12.9M
CRM
Salesforce, Inc.

Technology
43
+ 0.48%
$218.01 - $304.74 $9.37K - $13.1K
9.03K $2.32M
Activity Summary
Buys All Purchases 59 New Holdings 7 Increased Positions 52 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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