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
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 5.77%
$3305.62 - $4268.05 $29.8K - $38.4K
147 $619K
VTI
Vanguard Total Stock Market Et

ETFs
-70
- 4.5%
$255.18 - $283.2 $17.9K - $19.8K
1.49K $421K
VZ
Verizon Communications Inc

Communication Services
-633
- 6.82%
$38.89 - $45.0 $24.6K - $28.5K
8.64K $388K
KMB
Kimberly Clark Corp

Consumer Defensive
-164
- 2.29%
$135.05 - $148.35 $22.1K - $24.3K
6.99K $994K
PM
Philip Morris International Inc.

Consumer Defensive
-1.42K
- 15.87%
$101.25 - $127.45 $143K - $180K
7.51K $911K
AMGN
Amgen Inc

Healthcare
-199
- 2.75%
$309.38 - $337.38 $61.6K - $67.1K
7.03K $2.27M
TGT
Target Corp

Consumer Defensive
-292
- 4.29%
$133.47 - $159.25 $39K - $46.5K
6.51K $1.02M
DOV
Dover Corp

Industrials
-80
- 3.9%
$172.5 - $193.03 $13.8K - $15.4K
1.97K $377K
BDX
Becton Dickinson & CO

Healthcare
-210
- 2.52%
$221.47 - $242.41 $46.5K - $50.9K
8.13K $1.96M
LHX
L3 Harris Technologies, Inc.

Industrials
-290
- 4.79%
$221.96 - $243.27 $64.4K - $70.5K
5.76K $1.37M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.8%
$801.83 - $917.05 $4.01K - $4.59K
623 $552K
ISRG
Intuitive Surgical Inc

Healthcare
-50
- 4.85%
$416.14 - $494.01 $20.8K - $24.7K
980 $481K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-20
- 0.41%
$75.88 - $83.21 $1.52K - $1.66K
4.89K $406K
USB
Us Bancorp \De\

Financial Services
-2.25K
- 10.66%
$39.04 - $47.23 $87.9K - $106K
18.9K $862K
NTRS
Northern Trust Corp

Financial Services
-135
- 2.21%
$82.48 - $92.62 $11.1K - $12.5K
5.97K $537K
UNP
Union Pacific Corp

Industrials
-95
- 3.87%
$221.78 - $256.09 $21.1K - $24.3K
2.36K $580K
BALL
Ball Corp

Consumer Cyclical
-40
- 1.0%
$58.86 - $67.91 $2.35K - $2.72K
3.98K $269K
IWD
Ishares Russell 1000 Val ETF

ETFs
-13
- 0.63%
$173.36 - $189.8 $2.25K - $2.47K
2.04K $387K
TJX
Tjx Companies Inc

Consumer Cyclical
-296
- 3.27%
$107.93 - $120.23 $31.9K - $35.6K
8.74K $1.03M
GD
General Dynamics Corp

Industrials
-23
- 0.64%
$279.51 - $308.09 $6.43K - $7.09K
3.57K $1.08M
D
Dominion Energy, Inc

Utilities
-759
- 7.78%
$48.01 - $58.53 $36.4K - $44.4K
9K $519K
DE
Deere & CO

Industrials
-55
- 3.67%
$344.84 - $418.0 $19K - $23K
1.44K $601K
DHR
Danaher Corp

Healthcare
-95
- 3.96%
$239.25 - $280.76 $22.7K - $26.7K
2.31K $641K
VUG
Vanguard Growth ETF

ETFs
-24
- 0.46%
$341.08 - $391.94 $8.19K - $9.41K
5.14K $1.97M
CL
Colgate Palmolive CO

Consumer Defensive
-151
- 1.77%
$95.54 - $108.77 $14.4K - $16.4K
8.4K $872K
RIO
Rio Tinto PLC

Basic Materials
-139
- 1.34%
$59.71 - $71.21 $8.3K - $9.9K
10.3K $729K
ECL
Ecolab Inc.

Basic Materials
-139
- 2.96%
$228.86 - $255.76 $31.8K - $35.6K
4.55K $1.16M
VTV
Vanguard Value ETF

ETFs
-41
- 1.04%
$159.75 - $174.57 $6.55K - $7.16K
3.91K $681K
MA
Mastercard Inc

Financial Services
-54
- 3.61%
$429.6 - $500.99 $23.2K - $27.1K
1.44K $711K
MS
Morgan Stanley

Financial Services
-145
- 1.43%
$92.07 - $106.96 $13.4K - $15.5K
10K $1.04M
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.49%
$333.64 - $405.2 $1.67K - $2.03K
1.02K $412K
AJG
Arthur J. Gallagher & Co.

Financial Services
-26
- 0.78%
$259.22 - $299.75 $6.74K - $7.79K
3.3K $928K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-788
- 2.33%
$59.93 - $66.52 $47.2K - $52.4K
33.1K $2.2M
XLU
Utilities Sector Spdr

ETFs
-1.18K
- 8.61%
$67.67 - $80.78 $79.7K - $95.2K
12.5K $1.01M
GE
General Electric CO

Industrials
-15
- 0.55%
$156.66 - $189.66 $2.35K - $2.84K
2.69K $507K
MCO
Moodys Corp

Financial Services
-100
- 4.25%
$421.49 - $494.67 $42.1K - $49.5K
2.26K $1.07M
IBM
International Business Machines Corp

Technology
-29
- 1.64%
$175.1 - $223.38 $5.08K - $6.48K
1.74K $384K
CMI
Cummins Inc

Industrials
-40
- 1.98%
$266.63 - $326.4 $10.7K - $13.1K
1.98K $639K
TFC
Truist Financial Corp

Financial Services
-3.77K
- 6.08%
$38.22 - $44.94 $144K - $169K
58.2K $2.49M
PEP
Pepsico Inc

Consumer Defensive
-124
- 0.62%
$161.9 - $179.3 $20.1K - $22.2K
20K $3.4M
OTIS
Otis Worldwide Corp

Industrials
-292
- 1.99%
$91.43 - $104.43 $26.7K - $30.5K
14.4K $1.5M
CTVA
Corteva, Inc.

Basic Materials
-946
- 3.28%
$50.72 - $58.78 $48K - $55.6K
27.9K $1.64M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-19
- 0.29%
$125.95 - $142.04 $2.39K - $2.7K
6.42K $912K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-773
- 9.1%
$405.19 - $478.57 $313K - $370K
7.72K $3.55M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-95
- 2.1%
$156.14 - $187.2 $14.8K - $17.8K
4.42K $817K
MCD
Mcdonalds Corp

Consumer Cyclical
-300
- 7.15%
$245.82 - $304.51 $73.7K - $91.4K
3.89K $1.19M
PG
Procter & Gamble CO

Consumer Defensive
-47
- 0.3%
$160.76 - $177.82 $7.56K - $8.36K
15.6K $2.71M
EFX
Equifax Inc

Industrials
-172
- 5.02%
$236.42 - $307.13 $40.7K - $52.8K
3.25K $955K
CRM
Salesforce, Inc.

Technology
-81
- 0.9%
$238.42 - $276.53 $19.3K - $22.4K
8.95K $2.45M
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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