Triangle Securities Wealth Management Incresed Positions in Q3 2025

Triangle Securities Wealth Management

  • $412 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOX
Vanguard Communication Service

ETFs
316
+ 4.64%
$169.0 - $192.17 $53.4K - $60.7K
7.12K $1.34M
IJK
Ishares S&P Midcap 400 Growth

ETFs
34
+ 0.1%
$91.28 - $97.59 $3.1K - $3.32K
32.9K $3.15M
IVV
Ishares Core S&P 500 ETF

ETFs
158
+ 15.93%
$620.67 - $670.08 $98.1K - $106K
1.15K $769K
AMAT
Applied Materials Inc

Technology
67
+ 1.14%
$156.25 - $204.95 $10.5K - $13.7K
5.94K $1.22M
UNP
Union Pacific Corp

Industrials
530
+ 30.11%
$214.91 - $237.16 $114K - $126K
2.29K $541K
PG
Procter & Gamble CO

Consumer Defensive
1.39K
+ 10.06%
$150.47 - $161.22 $209K - $223K
15.2K $2.33M
D
Dominion Energy, Inc

Utilities
1.48K
+ 19.41%
$56.32 - $62.1 $83.4K - $92K
9.11K $557K
AMZN
Amazon Com Inc

Consumer Cyclical
528
+ 3.24%
$211.65 - $238.24 $112K - $126K
16.8K $3.7M
ECL
Ecolab Inc.

Basic Materials
347
+ 8.86%
$259.39 - $285.47 $90K - $99.1K
4.26K $1.17M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.31K
+ 1.46%
$45.26 - $46.63 $59.3K - $61.1K
91.4K $4.22M
DHR
Danaher Corp

Healthcare
423
+ 6.4%
$181.46 - $212.2 $76.8K - $89.8K
7.04K $1.39M
CLX
Clorox CO

Consumer Defensive
580
+ 11.46%
$117.67 - $131.43 $68.2K - $76.2K
5.64K $695K
SJM
J M Smucker CO

Consumer Defensive
550
+ 21.06%
$102.24 - $113.2 $56.2K - $62.3K
3.16K $343K
WEC
Wec Energy Group, Inc.

Utilities
4
+ 0.05%
$103.66 - $114.59 $415 - $458
7.78K $891K
PNC
Pnc Financial Services Group, Inc.

Financial Services
46
+ 1.11%
$185.88 - $207.44 $8.55K - $9.54K
4.19K $841K
VO
Vanguard Mid Cap ETF

ETFs
49
+ 1.28%
$279.83 - $293.74 $13.7K - $14.4K
3.88K $1.14M
TEQI
T Rowe Price Exchange Traded F

Technology
1.09K
+ 7.56%
$41.63 - $44.03 $45.3K - $47.9K
15.5K $679K
VZ
Verizon Communications Inc

Communication Services
1.4K
+ 19.33%
$40.84 - $45.06 $57.2K - $63.1K
8.64K $379K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
255
+ 6.56%
$122.57 - $132.57 $31.3K - $33.8K
4.14K $537K
FNDF
Schwab Fundamental Intl Large

ETFs
242
+ 1.6%
$39.84 - $43.15 $9.64K - $10.4K
15.3K $659K
SCHG
Schwab Strategic Tr Us Large C

ETFs
458
+ 3.04%
$28.92 - $32.19 $13.2K - $14.7K
15.5K $495K
VTV
Vanguard Value ETF

ETFs
80
+ 1.99%
$175.51 - $186.57 $14K - $14.9K
4.09K $763K
CPRT
Copart Inc

Consumer Cyclical
3.27K
+ 14.17%
$44.6 - $49.97 $146K - $163K
26.3K $1.18M
HD
Home Depot, Inc.

Consumer Cyclical
44
+ 5.07%
$357.4 - $423.42 $15.7K - $18.6K
912 $369K
BR
Broadridge Financial Solutions, Inc.

Technology
270
+ 8.37%
$233.75 - $266.89 $63.1K - $72.1K
3.5K $832K
BRO
Brown & Brown, Inc.

Financial Services
1.01K
+ 35.3%
$90.88 - $108.93 $91.8K - $110K
3.87K $363K
DFSV
Dimensional ETF Tr Dimensional

ETFs
699
+ 9.01%
$29.2 - $32.74 $20.4K - $22.9K
8.46K $269K
EFG
Msci Eafe Growth ETF

ETFs
231
+ 9.65%
$106.99 - $114.46 $24.7K - $26.4K
2.63K $298K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
56
+ 1.61%
$87.69 - $96.0 $4.91K - $5.38K
3.54K $334K
IWD
Ishares Russell 1000 Val ETF

ETFs
18
+ 0.89%
$192.76 - $203.86 $3.47K - $3.67K
2.05K $417K
CI
Cigna Corp

Healthcare
248
+ 20.33%
$262.23 - $334.39 $65K - $82.9K
1.47K $423K
MA
Mastercard Inc

Financial Services
8
+ 0.6%
$550.18 - $598.96 $4.4K - $4.79K
1.35K $768K
YUM
Yum Brands Inc

Consumer Cyclical
4
+ 0.16%
$139.5 - $153.94 $558 - $616
2.52K $382K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
66
+ 0.8%
$26.38 - $27.95 $1.74K - $1.84K
8.33K $227K
BMY
Bristol Myers Squibb CO

Healthcare
477
+ 3.05%
$43.31 - $48.98 $20.7K - $23.4K
16.1K $726K
Brookfield Corp
1.65K
+ 1.69%
N/A
99.1K $0
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.09%
N/A
1.16K $211K
American Centy ETF Tr
950
+ 15.55%
N/A
7.06K $0
2023 ETF Series Trust Ii
6.32K
+ 11.15%
N/A
63K $0
Ge Vernova Inc
38
+ 5.16%
N/A
775 $0
KIE
Spdr S&P Insurance ETF

ETFs
369
+ 0.47%
$55.71 - $59.62 $20.6K - $22K
78.3K $4.64M
PM
Philip Morris International Inc.

Consumer Defensive
566
+ 10.56%
$157.77 - $183.27 $89.3K - $104K
5.93K $961K
KMB
Kimberly Clark Corp

Consumer Defensive
124
+ 1.79%
$121.72 - $136.77 $15.1K - $17K
7.04K $874K
TYL
Tyler Technologies Inc

Technology
32
+ 5.96%
$522.22 - $611.76 $16.7K - $19.6K
569 $297K
OTIS
Otis Worldwide Corp

Industrials
532
+ 4.31%
$84.93 - $101.07 $45.2K - $53.8K
12.9K $1.18M
ONON
On Holding Ag

Consumer Cyclical
1.9K
+ 12.61%
$42.35 - $54.36 $80.3K - $103K
16.9K $716K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
8
+ 0.46%
$366.54 - $479.53 $2.93K - $3.84K
1.74K $679K
CTVA
Corteva, Inc.

Basic Materials
746
+ 2.88%
$67.08 - $77.12 $50K - $57.5K
26.7K $1.8M
NOW
Service Now, Inc.

Technology
29
+ 1.77%
$850.86 - $1044.69 $24.7K - $30.3K
1.67K $1.54M
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
Track This Portfolio

Track Triangle Securities Wealth Management Portfolio

Follow Triangle Securities Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triangle Securities Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Triangle Securities Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email