Triangle Securities Wealth Management Reduced Holdings in Q2 2024

Triangle Securities Wealth Management

  • $349 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FANG
Diamondback Energy, Inc.

Energy
-135
- 3.5%
$185.97 - $208.26 $25.1K - $28.1K
3.72K $745K
VZ
Verizon Communications Inc

Communication Services
-235
- 2.47%
$38.6 - $42.84 $9.07K - $10.1K
9.28K $382K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-300
- 5.76%
$72.31 - $79.02 $21.7K - $23.7K
4.91K $382K
TSN
Tyson Foods, Inc.

Consumer Defensive
-56
- 0.9%
$53.86 - $62.02 $3.02K - $3.47K
6.2K $354K
VIG
Vanguard Dividend Appreciation

ETFs
-50
- 0.85%
$173.33 - $185.29 $8.67K - $9.26K
5.87K $1.07M
ICE
Intercontinental Exchange, Inc.

Financial Services
-5
- 0.06%
$126.54 - $138.72 $633 - $694
8.57K $1.17M
PKI
Perkinelmer Inc

Healthcare
-20
- 0.7%
N/A
2.85K $345K
PG
Procter & Gamble CO

Consumer Defensive
-261
- 1.64%
$155.33 - $168.56 $40.5K - $44K
15.7K $2.59M
Linde PLC
-41
- 0.73%
N/A
5.57K $0
C
Citigroup Inc

Financial Services
-30
- 0.22%
$57.02 - $64.74 $1.71K - $1.94K
13.4K $848K
WFC
Wells Fargo & Company

Financial Services
-852
- 2.27%
$56.41 - $62.34 $48.1K - $53.1K
36.7K $2.18M
HON
Honeywell International Inc

Industrials
-211
- 3.64%
$190.36 - $215.89 $40.2K - $45.6K
5.59K $1.19M
DOV
Dover Corp

Industrials
-15
- 0.73%
$168.61 - $187.55 $2.53K - $2.81K
2.05K $369K
FDX
Fedex Corp

Industrials
-15
- 1.78%
$245.11 - $299.84 $3.68K - $4.5K
826 $247K
ROP
Roper Technologies Inc

Industrials
-5
- 0.21%
$510.82 - $563.66 $2.55K - $2.82K
2.43K $1.37M
RIO
Rio Tinto PLC

Basic Materials
-303
- 2.83%
$63.0 - $73.61 $19.1K - $22.3K
10.4K $685K
KO
Coca Cola CO

Consumer Defensive
-100
- 2.24%
$58.06 - $64.15 $5.81K - $6.42K
4.37K $278K
VOX
Vanguard Communication Service

ETFs
-203
- 3.88%
$125.5 - $139.68 $25.5K - $28.4K
5.04K $695K
TT
Trane Technologies PLC

Industrials
-60
- 6.28%
$288.27 - $345.38 $17.3K - $20.7K
895 $294K
GD
General Dynamics Corp

Industrials
-53
- 1.45%
$281.11 - $300.23 $14.9K - $15.9K
3.59K $1.04M
XLU
Utilities Sector Spdr

ETFs
-348
- 2.48%
$62.77 - $72.87 $21.8K - $25.4K
13.7K $932K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-669
- 1.94%
$57.57 - $63.3 $38.5K - $42.3K
33.9K $2.13M
EA
Electronic Arts Inc.

Communication Services
-332
- 3.39%
$125.24 - $141.23 $41.6K - $46.9K
9.47K $1.32M
ECL
Ecolab Inc.

Basic Materials
-30
- 0.64%
$218.16 - $244.64 $6.54K - $7.34K
4.69K $1.12M
MS
Morgan Stanley

Financial Services
-44
- 0.43%
$86.19 - $101.53 $3.79K - $4.47K
10.2K $988K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 3.11%
$3414.82 - $4014.38 $17.1K - $20.1K
156 $617K
CARR
Carrier Global Corp

Industrials
-7
- 0.09%
$53.38 - $66.22 $374 - $464
7.79K $491K
SPY
Spdr S&P 500 ETF Trust

ETFs
-32
- 1.22%
$495.16 - $548.49 $15.8K - $17.6K
2.59K $1.41M
MCO
Moodys Corp

Financial Services
-32
- 1.34%
$370.33 - $427.53 $11.9K - $13.7K
2.36K $991K
UNH
Unitedhealth Group Inc

Healthcare
-6
- 0.14%
$439.2 - $524.63 $2.64K - $3.15K
4.17K $2.12M
TJX
Tjx Companies Inc

Consumer Cyclical
-190
- 2.06%
$92.66 - $111.05 $17.6K - $21.1K
9.04K $995K
TYL
Tyler Technologies Inc

Technology
-35
- 3.48%
$399.22 - $502.78 $14K - $17.6K
971 $488K
DD
Du Pont De Nemours, Inc.

Basic Materials
-74
- 0.39%
$72.5 - $82.16 $5.37K - $6.08K
18.9K $1.52M
PM
Philip Morris International Inc.

Consumer Defensive
-165
- 1.82%
$88.6 - $104.24 $14.6K - $17.2K
8.92K $904K
BAC
Bank Of America Corp

Financial Services
-1.91K
- 2.39%
$34.68 - $40.02 $66.4K - $76.6K
78.1K $3.11M
GOOGL
Alphabet Inc.

Communication Services
-572
- 10.11%
$150.53 - $185.41 $86.1K - $106K
5.09K $926K
LRCX
Lam Research Corp

Technology
-104
- 5.06%
$868.07 - $1089.58 $90.3K - $113K
1.95K $2.08M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-20
- 1.08%
$392.81 - $485.53 $7.86K - $9.71K
1.83K $857K
QCOM
Qualcomm Inc

Technology
-180
- 4.35%
$157.63 - $227.09 $28.4K - $40.9K
3.96K $788K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-620
- 4.0%
$144.17 - $170.65 $89.4K - $106K
14.9K $2.35M
WMT
Walmart Inc.

Consumer Defensive
-30
- 0.22%
$58.85 - $68.9 $1.77K - $2.07K
13.6K $922K
AMAT
Applied Materials Inc

Technology
-370
- 5.49%
$189.46 - $247.83 $70.1K - $91.7K
6.37K $1.5M
VUG
Vanguard Growth ETF

ETFs
-80
- 1.53%
$322.46 - $377.11 $25.8K - $30.2K
5.17K $1.93M
ORCL
Oracle Corp

Technology
-767
- 4.47%
$113.75 - $144.64 $87.2K - $111K
16.4K $2.32M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-2.3K
- 0.86%
$26.63 - $29.03 $61.2K - $66.7K
265K $7.63M
GRMN
Garmin LTD

Technology
-194
- 1.25%
$139.52 - $170.94 $27.1K - $33.2K
15.3K $2.49M
AMGN
Amgen Inc

Healthcare
-40
- 0.55%
$262.75 - $319.31 $10.5K - $12.8K
7.23K $2.26M
GS
Goldman Sachs Group Inc

Financial Services
-135
- 1.69%
$389.49 - $470.41 $52.6K - $63.5K
7.84K $3.54M
AMZN
Amazon Com Inc

Consumer Cyclical
-70
- 0.39%
$173.67 - $197.85 $12.2K - $13.8K
18.1K $3.5M
Activity Summary
Buys All Purchases 59 New Holdings 7 Increased Positions 52 Sells All Sells 107 Reductions 107 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