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
WEC
Wec Energy Group, Inc.

Utilities
-26
- 0.34%
$77.68 - $96.19 $2.02K - $2.5K
7.57K $728K
NOW
Service Now, Inc.

Technology
-41
- 2.61%
$730.87 - $937.36 $30K - $38.4K
1.53K $1.37M
USFD
Us Foods Holding Corp.

Consumer Defensive
-545
- 2.79%
$50.06 - $62.82 $27.3K - $34.2K
19K $1.17M
V
Visa Inc.

Financial Services
-45
- 0.38%
$253.74 - $291.56 $11.4K - $13.1K
11.9K $3.26M
DD
Du Pont De Nemours, Inc.

Basic Materials
-293
- 1.55%
$77.22 - $89.49 $22.6K - $26.2K
18.6K $1.66M
SAGP
Advisors Inner Circle Fd Iii S
-3.21K
- 3.88%
$27.02 - $30.1 $86.7K - $96.6K
79.6K $2.39M
JPM
Jpmorgan Chase & CO

Financial Services
-458
- 1.62%
$194.9 - $224.8 $89.3K - $103K
27.8K $5.86M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.14K
- 2.48%
$61.11 - $67.85 $131K - $145K
84.3K $5.72M
VGT
Vanguard Information Technolog

ETFs
-90
- 0.41%
$514.43 - $606.85 $46.3K - $54.6K
21.9K $12.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-26
- 0.21%
$162.83 - $179.16 $4.23K - $4.66K
12.1K $2.17M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-385
- 1.76%
$95.81 - $109.03 $36.9K - $42K
21.5K $2.32M
ICE
Intercontinental Exchange, Inc.

Financial Services
-110
- 1.28%
$136.93 - $162.81 $15.1K - $17.9K
8.46K $1.36M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-568
- 2.03%
$117.9 - $128.2 $67K - $72.8K
27.3K $3.51M
ENB
Enbridge Inc

Energy
-1.12K
- 2.02%
$35.27 - $41.18 $39.4K - $46K
54.3K $2.2M
GS
Goldman Sachs Group Inc

Financial Services
-195
- 2.49%
$459.02 - $510.25 $89.5K - $99.5K
7.64K $3.78M
META
Meta Platforms, Inc.

Communication Services
-136
- 2.73%
$453.41 - $572.44 $61.7K - $77.9K
4.84K $2.77M
UNH
Unitedhealth Group Inc

Healthcare
-51
- 1.22%
$488.01 - $604.18 $24.9K - $30.8K
4.12K $2.41M
VCR
Vanguard Consumer Discretionar

ETFs
-284
- 2.04%
$291.88 - $341.94 $82.9K - $97.1K
13.6K $4.63M
CAT
Caterpillar Inc

Industrials
-101
- 1.43%
$316.8 - $391.12 $32K - $39.5K
6.98K $2.73M
ORCL
Oracle Corp

Technology
-612
- 3.73%
$125.9 - $170.35 $77.1K - $104K
15.8K $2.69M
DUK
Duke Energy Corp

Utilities
-700
- 2.31%
$99.35 - $117.71 $69.5K - $82.4K
29.6K $3.41M
RTX
Raytheon Technologies Corp

Industrials
-838
- 3.36%
$99.55 - $123.34 $83.4K - $103K
24.1K $2.92M
SAMT
Advisors Inn.Circle Fd Iii Str
-617
- 0.22%
$25.22 - $27.75 $15.6K - $17.1K
285K $7.9M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-7.08K
- 2.68%
$28.68 - $32.0 $203K - $227K
257K $8.08M
KIE
Spdr S&P Insurance ETF

ETFs
-1.11K
- 1.31%
$49.44 - $56.87 $54.6K - $62.8K
83.2K $4.72M
AAPL
Apple Inc.

Technology
-655
- 2.01%
$207.23 - $234.82 $136K - $154K
31.9K $7.43M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-382
- 0.3%
$77.23 - $87.97 $29.5K - $33.6K
125K $10.8M
LOW
Lowes Companies Inc

Consumer Cyclical
-260
- 1.04%
$213.3 - $270.78 $55.5K - $70.4K
24.6K $6.67M
KKR
Kkr & Co. Inc.

Financial Services
-3.8K
- 5.45%
$104.51 - $133.23 $398K - $507K
65.9K $8.61M
BX
Blackstone Inc.

Financial Services
-1.54K
- 2.97%
$120.77 - $159.66 $186K - $246K
50.3K $7.7M
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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