Triangle Securities Wealth Management Reduced Holdings in Q4 2024

Triangle Securities Wealth Management

  • $374 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
-595
- 2.42%
$244.52 - $284.07 $145K - $169K
24K $5.93M
XOM
Exxon Mobil Corp

Energy
-1.3K
- 2.67%
$105.51 - $125.37 $137K - $163K
47.5K $5.11M
LLY
Eli Lilly & CO

Healthcare
-188
- 4.84%
$727.2 - $932.06 $137K - $175K
3.69K $2.85M
NEE
Nextera Energy Inc

Utilities
-751
- 2.18%
$69.77 - $85.43 $52.4K - $64.2K
33.7K $2.42M
MSFT
Microsoft Corp

Technology
-582
- 2.14%
$406.35 - $454.46 $236K - $264K
26.6K $11.2M
AMGN
Amgen Inc

Healthcare
-147
- 2.09%
$258.78 - $328.31 $38K - $48.3K
6.89K $1.79M
CVS
Cvs Health Corp

Healthcare
-4.27K
- 29.79%
$43.78 - $67.46 $187K - $288K
10.1K $451K
SWK
Stanley Black & Decker, Inc.

Industrials
-1.03K
- 9.16%
$79.07 - $109.36 $81K - $112K
10.2K $816K
PEP
Pepsico Inc

Consumer Defensive
-197
- 0.99%
$151.29 - $176.1 $29.8K - $34.7K
19.8K $3.01M
JNJ
Johnson & Johnson

Healthcare
-244
- 1.21%
$143.34 - $165.86 $35K - $40.5K
20K $2.89M
STZ
Constellation Brands, Inc.

Consumer Defensive
-129
- 1.64%
$219.66 - $257.62 $28.3K - $33.2K
7.72K $1.71M
CAT
Caterpillar Inc

Industrials
-309
- 4.43%
$360.37 - $416.88 $111K - $129K
6.67K $2.42M
AMAT
Applied Materials Inc

Technology
-222
- 3.83%
$161.44 - $213.89 $35.8K - $47.5K
5.57K $906K
DD
Du Pont De Nemours, Inc.

Basic Materials
-334
- 1.79%
$75.95 - $88.05 $25.4K - $29.4K
18.3K $1.39M
AMD
Advanced Micro Devices Inc

Technology
-40
- 0.79%
$118.88 - $172.8 $4.76K - $6.91K
5.02K $605K
OTIS
Otis Worldwide Corp

Industrials
-640
- 4.44%
$92.57 - $106.01 $59.2K - $67.8K
13.8K $1.27M
VIG
Vanguard Dividend Appreciation

ETFs
-1.22K
- 47.84%
N/A
1.33K $241K
MRK
Merck & Co., Inc.

Healthcare
-238
- 1.72%
$96.31 - $114.76 $22.9K - $27.3K
13.6K $1.35M
RIO
Rio Tinto PLC

Basic Materials
-1.17K
- 11.41%
$58.59 - $71.15 $68.6K - $83.2K
9.08K $534K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-43
- 2.56%
$501.29 - $612.85 $21.6K - $26.4K
1.64K $852K
LHX
L3 Harris Technologies, Inc.

Industrials
-115
- 2.0%
$208.94 - $264.22 $24K - $30.4K
5.64K $1.19M
RTX
Raytheon Technologies Corp

Industrials
-449
- 1.86%
$114.45 - $127.21 $51.4K - $57.1K
23.7K $2.74M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-253
- 3.28%
$442.29 - $483.08 $112K - $122K
7.47K $3.38M
CMCSA
Comcast Corp

Communication Services
-1.55K
- 6.1%
$37.39 - $45.14 $57.9K - $69.9K
23.9K $895K
BDX
Becton Dickinson & CO

Healthcare
-190
- 2.34%
$220.02 - $243.75 $41.8K - $46.3K
7.94K $1.8M
GD
General Dynamics Corp

Industrials
-30
- 0.84%
$260.28 - $314.03 $7.81K - $9.42K
3.54K $932K
ICE
Intercontinental Exchange, Inc.

Financial Services
-283
- 3.35%
$148.29 - $166.93 $42K - $47.2K
8.18K $1.22M
EFX
Equifax Inc

Industrials
-50
- 1.54%
$245.03 - $293.5 $12.3K - $14.7K
3.2K $816K
ROP
Roper Technologies Inc

Industrials
-88
- 3.64%
$519.85 - $575.95 $45.7K - $50.7K
2.33K $1.21M
ECL
Ecolab Inc.

Basic Materials
-167
- 3.67%
$234.32 - $261.43 $39.1K - $43.7K
4.38K $1.03M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-482
- 3.97%
$174.22 - $187.62 $84K - $90.4K
11.7K $2.04M
PG
Procter & Gamble CO

Consumer Defensive
-240
- 1.53%
$161.05 - $179.7 $38.7K - $43.1K
15.4K $2.58M
MGM
Mgm Resorts International

Consumer Cyclical
-500
- 2.11%
$33.44 - $41.99 $16.7K - $21K
23.2K $802K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-19
- 1.06%
$396.64 - $516.74 $7.54K - $9.82K
1.77K $711K
MDT
Medtronic PLC

Healthcare
-952
- 22.76%
$79.61 - $92.24 $75.8K - $87.8K
3.23K $258K
CL
Colgate Palmolive CO

Consumer Defensive
-30
- 0.36%
$90.22 - $102.31 $2.71K - $3.07K
8.37K $761K
VT
Vanguard Total World Stk Index

ETFs
-677
- 5.36%
$117.09 - $123.07 $79.3K - $83.3K
11.9K $1.4M
CI
Cigna Corp

Healthcare
-50
- 3.79%
$265.59 - $358.58 $13.3K - $17.9K
1.27K $350K
PFE
Pfizer Inc

Healthcare
-2.79K
- 21.81%
$24.8 - $30.19 $69.3K - $84.3K
10K $265K
COP
Conocophillips

Energy
-261
- 2.04%
$95.12 - $114.72 $24.8K - $29.9K
12.5K $1.24M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-174
- 2.84%
$59.25 - $72.99 $10.3K - $12.7K
5.95K $355K
CVX
Chevron Corp

Energy
-381
- 2.29%
$141.15 - $162.53 $53.8K - $61.9K
16.2K $2.35M
KMB
Kimberly Clark Corp

Consumer Defensive
-106
- 1.52%
$130.37 - $146.09 $13.8K - $15.5K
6.88K $902K
SHW
Sherwin Williams CO

Basic Materials
-12
- 0.57%
$338.75 - $399.71 $4.07K - $4.8K
2.09K $711K
MCD
Mcdonalds Corp

Consumer Cyclical
-110
- 2.83%
$288.47 - $316.54 $31.7K - $34.8K
3.78K $1.1M
SLB
Schlumberger Limited

Energy
-398
- 2.01%
$36.83 - $45.59 $14.7K - $18.1K
19.4K $745K
ORCL
Oracle Corp

Technology
-154
- 0.98%
$165.41 - $192.43 $25.5K - $29.6K
15.6K $2.61M
CTVA
Corteva, Inc.

Basic Materials
-437
- 1.57%
$55.21 - $64.13 $24.1K - $28K
27.4K $1.56M
GE
General Electric CO

Industrials
-85
- 3.16%
$159.95 - $194.23 $13.6K - $16.5K
2.61K $435K
Activity Summary
Buys All Purchases 47 New Holdings 9 Increased Positions 38 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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