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
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.75K
+ 4.84%
$21.23 - $23.75 $101K - $113K
103K $2.21M
META
Meta Platforms, Inc.

Communication Services
68
+ 1.46%
$576.36 - $736.67 $39.2K - $50.1K
4.74K $2.73M
EFX
Equifax Inc

Industrials
6
+ 0.19%
$235.63 - $278.34 $1.41K - $1.67K
3.21K $781K
IGV
Ishares Expanded Tech Software

ETFs
200
+ 3.09%
$88.3 - $107.83 $17.7K - $21.6K
6.68K $600K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.06K
+ 7.11%
$81.62 - $96.63 $168K - $199K
31K $2.58M
AXP
American Express CO

Financial Services
50
+ 1.86%
$255.39 - $325.87 $12.8K - $16.3K
2.74K $736K
MRK
Merck & Co., Inc.

Healthcare
759
+ 5.59%
$83.01 - $101.02 $63K - $76.7K
14.3K $1.29M
DIS
Walt Disney CO

Communication Services
732
+ 6.6%
$96.87 - $114.0 $70.9K - $83.4K
11.8K $1.17M
AMAT
Applied Materials Inc

Technology
195
+ 3.5%
$145.06 - $195.51 $28.3K - $38.1K
5.77K $837K
VUG
Vanguard Growth ETF

ETFs
382
+ 7.13%
$369.1 - $427.61 $141K - $163K
5.74K $2.13M
MGM
Mgm Resorts International

Consumer Cyclical
1.14K
+ 4.93%
$29.64 - $40.37 $33.9K - $46.1K
24.3K $720K
GOOGL
Alphabet Inc.

Communication Services
108
+ 2.3%
$154.33 - $206.19 $16.7K - $22.3K
4.81K $742K
ROST
Ross Stores, Inc.

Consumer Cyclical
64
+ 0.93%
$123.3 - $154.95 $7.89K - $9.92K
6.93K $885K
CAT
Caterpillar Inc

Industrials
201
+ 3.01%
$326.75 - $407.63 $65.7K - $81.9K
6.87K $2.27M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.22K
+ 2.82%
$21.75 - $24.28 $157K - $175K
264K $5.79M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.57K
+ 2.52%
$23.16 - $27.04 $59.4K - $69.4K
104K $2.45M
IJS
Ishares S&P Smallcap 600 Value

ETFs
252
+ 1.17%
$96.3 - $112.23 $24.3K - $28.3K
21.9K $2.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.88K
+ 6.51%
$102.49 - $119.96 $398K - $466K
63.5K $6.61M
NOW
Service Now, Inc.

Technology
157
+ 10.44%
$783.83 - $1170.39 $123K - $184K
1.66K $1.32M
NVDA
Nvidia Corp

Technology
985
+ 6.03%
$106.98 - $149.43 $105K - $147K
17.3K $1.88M
ORCL
Oracle Corp

Technology
235
+ 1.5%
$139.81 - $186.47 $32.9K - $43.8K
15.9K $2.22M
AMZN
Amazon Com Inc

Consumer Cyclical
93
+ 0.54%
$190.26 - $242.06 $17.7K - $22.5K
17.3K $3.29M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.91K
+ 1.17%
$25.58 - $29.24 $151K - $173K
512K $13.4M
AAPL
Apple Inc.

Technology
204
+ 0.66%
$209.68 - $247.1 $42.8K - $50.4K
31.1K $6.9M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
823
+ 0.66%
$77.33 - $90.16 $63.6K - $74.2K
125K $9.77M
KKR
Kkr & Co. Inc.

Financial Services
3.49K
+ 5.74%
$108.17 - $167.07 $378K - $583K
64.3K $7.44M
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
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