Triangle Securities Wealth Management Reduced Holdings in Q2 2025

Triangle Securities Wealth Management

  • $380 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSN
Tyson Foods, Inc.

Consumer Defensive
-250
- 4.03%
$54.33 - $63.56 $13.6K - $15.9K
5.95K $332K
RIO
Rio Tinto PLC

Basic Materials
-808
- 11.02%
$52.32 - $62.75 $42.3K - $50.7K
6.53K $380K
ROP
Roper Technologies Inc

Industrials
-10
- 0.43%
$519.19 - $590.78 $5.19K - $5.91K
2.29K $1.3M
RY
Royal Bank Of Canada

Financial Services
-978
- 25.89%
$108.36 - $131.55 $106K - $129K
2.8K $368K
MSFT
Microsoft Corp

Technology
-6.61K
- 24.96%
$354.56 - $497.45 $2.34M - $3.29M
19.9K $9.89M
CI
Cigna Corp

Healthcare
-153
- 11.14%
$301.89 - $340.04 $46.2K - $52K
1.22K $403K
ADBE
Adobe Inc.

Technology
-148
- 3.54%
$340.0 - $420.68 $50.3K - $62.3K
4.03K $1.56M
WEC
Wec Energy Group, Inc.

Utilities
-45
- 0.58%
$102.24 - $109.76 $4.6K - $4.94K
7.78K $810K
CARR
Carrier Global Corp

Industrials
-1.5K
- 19.0%
$55.55 - $75.83 $83.3K - $114K
6.39K $467K
V
Visa Inc.

Financial Services
-220
- 1.96%
$308.27 - $373.31 $67.8K - $82.1K
11K $3.91M
HD
Home Depot, Inc.

Consumer Cyclical
-65
- 6.97%
$335.24 - $380.78 $21.8K - $24.8K
868 $318K
ROST
Ross Stores, Inc.

Consumer Cyclical
-135
- 1.95%
$126.62 - $154.26 $17.1K - $20.8K
6.8K $867K
ADSK
Autodesk, Inc.

Technology
-52
- 1.17%
N/A
4.41K $1.08M
TJX
Tjx Companies Inc

Consumer Cyclical
-220
- 2.71%
$119.13 - $135.03 $26.2K - $29.7K
7.91K $977K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-534
- 5.0%
$13.7 - $14.31 $7.32K - $7.64K
10.1K $143K
DGX
Quest Diagnostics Inc

Healthcare
-45
- 1.63%
N/A
2.71K $371K
AMT
American Tower Corp

Real Estate
-105
- 1.6%
$203.96 - $228.19 $21.4K - $24K
6.47K $1.43M
Linde PLC
-117
- 2.18%
N/A
5.25K $0
CVS
Cvs Health Corp

Healthcare
-65
- 0.66%
$60.04 - $70.18 $3.9K - $4.56K
9.8K $675K
IWS
Ishares Russell Midcap Value E

ETFs
-25
- 1.47%
$110.58 - $132.14 $2.76K - $3.3K
1.68K $221K
MA
Mastercard Inc

Financial Services
-15
- 1.1%
$479.92 - $590.74 $7.2K - $8.86K
1.34K $754K
DOV
Dover Corp

Industrials
-25
- 1.28%
$151.14 - $186.7 $3.78K - $4.67K
1.93K $352K
AMD
Advanced Micro Devices Inc

Technology
-720
- 23.83%
$78.21 - $143.81 $56.3K - $104K
2.3K $326K
QCOM
Qualcomm Inc

Technology
-34
- 0.89%
$124.66 - $159.48 $4.24K - $5.42K
3.79K $603K
SPY
Spdr S&P 500 ETF Trust

ETFs
-220
- 8.43%
$496.48 - $617.85 $109K - $136K
2.39K $1.48M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.28K
- 1.82%
$67.03 - $80.35 $153K - $183K
123K $9.8M
VTI
Vanguard Total Stock Market Et

ETFs
-64
- 4.47%
$243.75 - $303.93 $15.6K - $19.5K
1.37K $415K
LHX
L3 Harris Technologies, Inc.

Industrials
-725
- 13.98%
$200.21 - $256.99 $145K - $186K
4.46K $1.12M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-50
- 1.19%
$149.76 - $186.42 $7.49K - $9.32K
4.14K $772K
CG
Carlyle Group Inc.

Financial Services
-345
- 4.53%
$34.78 - $51.4 $12K - $17.7K
7.27K $373K
ICE
Intercontinental Exchange, Inc.

Financial Services
-235
- 2.92%
$151.62 - $183.47 $35.6K - $43.1K
7.81K $1.43M
BA
Boeing CO

Industrials
-188
- 8.6%
$136.59 - $217.51 $25.7K - $40.9K
2K $418K
DE
Deere & CO

Industrials
-10
- 0.68%
$412.99 - $531.48 $4.13K - $5.31K
1.47K $744K
MCO
Moodys Corp

Financial Services
-40
- 1.81%
$396.7 - $501.59 $15.9K - $20.1K
2.17K $1.09M
GD
General Dynamics Corp

Industrials
-7
- 0.2%
$247.68 - $291.66 $1.73K - $2.04K
3.46K $1.01M
HON
Honeywell International Inc

Industrials
-115
- 2.48%
$182.86 - $232.88 $21K - $26.8K
4.52K $1.05M
RTX
Raytheon Technologies Corp

Industrials
-1.68K
- 7.2%
$113.75 - $148.48 $191K - $250K
21.7K $3.16M
GE
General Electric CO

Industrials
-315
- 11.66%
$166.81 - $257.39 $52.5K - $81.1K
2.39K $614K
VO
Vanguard Mid Cap ETF

ETFs
-15
- 0.39%
$228.54 - $279.83 $3.43K - $4.2K
3.83K $1.07M
EA
Electronic Arts Inc.

Communication Services
-200
- 2.57%
$132.53 - $159.7 $26.5K - $31.9K
7.58K $1.21M
MGM
Mgm Resorts International

Consumer Cyclical
-825
- 3.39%
$25.79 - $34.95 $21.3K - $28.8K
23.5K $807K
NTRS
Northern Trust Corp

Financial Services
-508
- 9.27%
$84.45 - $126.79 $42.9K - $64.4K
4.97K $630K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 7.26%
$4164.15 - $5789.24 $37.5K - $52.1K
115 $665K
JPM
Jpmorgan Chase & CO

Financial Services
-3.71K
- 14.08%
$210.28 - $289.91 $780K - $1.08M
22.6K $6.56M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-10
- 0.96%
$328.01 - $475.68 $3.28K - $4.76K
1.04K $484K
BAC
Bank Of America Corp

Financial Services
-6.11K
- 8.61%
$34.39 - $47.46 $210K - $290K
64.8K $3.07M
CAT
Caterpillar Inc

Industrials
-718
- 10.45%
$273.94 - $388.21 $197K - $279K
6.15K $2.39M
ORCL
Oracle Corp

Technology
-5.05K
- 31.79%
$122.82 - $218.63 $620K - $1.1M
10.8K $2.37M
USFD
Us Foods Holding Corp.

Consumer Defensive
-375
- 2.18%
$60.47 - $79.12 $22.7K - $29.7K
16.8K $1.3M
Activity Summary
Buys All Purchases 64 New Holdings 13 Increased Positions 51 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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