Triangle Securities Wealth Management Reduced Holdings in Q3 2024

Triangle Securities Wealth Management

  • $377 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-958
- 3.41%
$395.15 - $467.56 $379K - $448K
27.2K $11.7M
GOOG
Alphabet Inc.

Communication Services
-420
- 0.86%
$149.54 - $192.66 $62.8K - $80.9K
48.4K $8.09M
EL
Estee Lauder Companies Inc

Consumer Defensive
-7.54K
- 66.31%
$84.18 - $106.5 $635K - $803K
3.83K $381K
VIG
Vanguard Dividend Appreciation

ETFs
-3.32K
- 56.6%
$182.15 - $182.15 $605K - $605K
2.55K $463K
LRCX
Lam Research Corp

Technology
-89
- 4.56%
$731.56 - $1127.3 $65.1K - $100K
1.86K $1.52M
GRMN
Garmin LTD

Technology
-4.29K
- 28.04%
$161.1 - $183.29 $691K - $786K
11K $1.94M
CVS
Cvs Health Corp

Healthcare
-9.89K
- 40.83%
$55.81 - $63.18 $552K - $625K
14.3K $900K
DIS
Walt Disney CO

Communication Services
-4.3K
- 27.19%
$85.6 - $98.61 $368K - $424K
11.5K $1.11M
MRK
Merck & Co., Inc.

Healthcare
-2.47K
- 15.18%
$111.15 - $128.97 $275K - $319K
13.8K $1.57M
LMT
Lockheed Martin Corp

Industrials
-986
- 73.86%
$460.3 - $584.56 $454K - $576K
349 $204K
AMAT
Applied Materials Inc

Technology
-572
- 8.98%
$174.88 - $254.97 $100K - $146K
5.8K $1.17M
NKE
Nike, Inc.

Consumer Cyclical
-5.15K
- 46.56%
$71.09 - $89.44 $366K - $461K
5.91K $522K
BMY
Bristol Myers Squibb CO

Healthcare
-10.8K
- 37.25%
$39.66 - $51.75 $430K - $561K
18.3K $945K
SHW
Sherwin Williams CO

Basic Materials
-1.38K
- 39.65%
$294.65 - $384.0 $408K - $531K
2.11K $802K
SBUX
Starbucks Corp

Consumer Cyclical
-3.19K
- 60.39%
$72.51 - $98.6 $231K - $315K
2.09K $204K
ADBE
Adobe Inc.

Technology
-21
- 0.48%
$508.13 - $586.55 $10.7K - $12.3K
4.32K $2.24M
WFC
Wells Fargo & Company

Financial Services
-974
- 2.66%
$51.58 - $60.97 $50.2K - $59.4K
35.7K $2.02M
QCOM
Qualcomm Inc

Technology
-211
- 5.33%
$156.12 - $209.64 $32.9K - $44.2K
3.75K $637K
GOOGL
Alphabet Inc.

Communication Services
-320
- 6.29%
$148.65 - $191.18 $47.6K - $61.2K
4.77K $790K
COP
Conocophillips

Energy
-160
- 1.24%
$102.3 - $116.61 $16.4K - $18.7K
12.8K $1.34M
FANG
Diamondback Energy, Inc.

Energy
-115
- 3.09%
$168.46 - $210.94 $19.4K - $24.3K
3.61K $622K
NVDA
Nvidia Corp

Technology
-645
- 3.48%
$98.91 - $134.91 $63.8K - $87K
17.9K $2.18M
BAC
Bank Of America Corp

Financial Services
-2.42K
- 3.1%
$36.65 - $44.13 $88.7K - $107K
75.7K $3.01M
XOM
Exxon Mobil Corp

Energy
-1.67K
- 3.31%
$109.72 - $119.0 $183K - $199K
48.8K $5.72M
HON
Honeywell International Inc

Industrials
-248
- 4.43%
$196.73 - $220.21 $48.8K - $54.6K
5.35K $1.1M
MAR
Marriott International Inc

Consumer Cyclical
-410
- 14.64%
$211.35 - $255.11 $86.7K - $105K
2.39K $594K
EA
Electronic Arts Inc.

Communication Services
-830
- 8.76%
$137.32 - $151.82 $114K - $126K
8.64K $1.24M
BA
Boeing CO

Industrials
-26
- 1.13%
$152.04 - $190.6 $3.95K - $4.96K
2.27K $345K
MO
Altria Group, Inc.

Consumer Defensive
-1.92K
- 31.88%
$45.95 - $54.71 $88.2K - $105K
4.1K $209K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-635
- 17.84%
$111.9 - $124.28 $71.1K - $78.9K
2.93K $361K
IGV
Ishares Expanded Tech Software

ETFs
-665
- 8.91%
$77.94 - $89.37 $51.8K - $59.4K
6.8K $607K
EMR
Emerson Electric CO

Industrials
-180
- 0.85%
$98.19 - $118.87 $17.7K - $21.4K
20.9K $2.29M
PANW
Palo Alto Networks Inc

Technology
-122
- 4.15%
$294.18 - $368.01 $35.9K - $44.9K
2.82K $962K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.29K
- 17.45%
$64.35 - $75.71 $83.3K - $98K
6.12K $451K
PFE
Pfizer Inc

Healthcare
-1.47K
- 10.27%
$27.7 - $31.39 $40.6K - $46K
12.8K $370K
CI
Cigna Corp

Healthcare
-147
- 10.01%
$319.12 - $367.1 $46.9K - $54K
1.32K $457K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-45
- 2.46%
$460.0 - $505.78 $20.7K - $22.8K
1.79K $830K
ROP
Roper Technologies Inc

Industrials
-15
- 0.62%
$515.25 - $576.55 $7.73K - $8.65K
2.42K $1.34M
C
Citigroup Inc

Financial Services
-113
- 0.84%
$56.11 - $67.61 $6.34K - $7.64K
13.3K $830K
MDT
Medtronic PLC

Healthcare
-772
- 15.58%
$76.84 - $91.03 $59.3K - $70.3K
4.18K $376K
ROST
Ross Stores, Inc.

Consumer Cyclical
-310
- 4.28%
$136.06 - $155.24 $42.2K - $48.1K
6.94K $1.04M
ADSK
Autodesk, Inc.

Technology
-10
- 0.22%
$245.83 - $245.83 $2.46K - $2.46K
4.6K $1.13M
TYL
Tyler Technologies Inc

Technology
-147
- 15.14%
$499.52 - $595.46 $73.4K - $87.5K
824 $481K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-1.14K
- 7.8%
$14.7 - $15.89 $16.7K - $18.1K
13.5K $210K
PKI
Perkinelmer Inc

Healthcare
-30
- 1.05%
N/A
2.82K $341K
CG
Carlyle Group Inc.

Financial Services
-675
- 7.48%
$37.24 - $49.74 $25.1K - $33.6K
8.35K $359K
DGX
Quest Diagnostics Inc

Healthcare
-30
- 0.99%
$137.09 - $137.09 $4.11K - $4.11K
3K $411K
CMCSA
Comcast Corp

Communication Services
-1.72K
- 6.34%
$37.33 - $41.78 $64.2K - $71.9K
25.4K $1.06M
Linde PLC
-29
- 0.52%
N/A
5.54K $0
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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