Triangle Securities Wealth Management Sells in Q2 2025

Triangle Securities Wealth Management

  • $380 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-6.18K
- 19.88%
$172.42 - $223.89 $1.07M - $1.38M
24.9K $5.11M
BDX
Becton Dickinson & CO

Healthcare
-3.63K
- 45.43%
$165.15 - $226.42 $600K - $822K
4.36K $751K
LOW
Lowes Companies Inc

Consumer Cyclical
-3.4K
- 14.23%
$210.83 - $235.28 $717K - $800K
20.5K $4.55M
TFC
Truist Financial Corp

Financial Services
-25.9K
- 51.05%
$34.79 - $42.99 $902K - $1.11M
24.9K $1.07M
XOM
Exxon Mobil Corp

Energy
-3.68K
- 7.74%
$99.93 - $119.04 $368K - $438K
43.9K $4.73M
CVX
Chevron Corp

Energy
-2.94K
- 18.36%
$133.73 - $168.51 $393K - $495K
13.1K $1.87M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.23K
- 61.48%
$285.55 - $321.23 $637K - $716K
1.4K $408K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-655
- 8.94%
$483.48 - $539.8 $317K - $354K
6.67K $3.24M
JNJ
Johnson & Johnson

Healthcare
-2.12K
- 10.65%
$146.36 - $159.82 $310K - $338K
17.7K $2.71M
PEP
Pepsico Inc

Consumer Defensive
-1.44K
- 7.14%
$128.02 - $151.37 $184K - $217K
18.7K $2.47M
USB
Us Bancorp \De\

Financial Services
-11.8K
- 63.84%
$36.4 - $45.76 $428K - $538K
6.66K $301K
NEE
Nextera Energy Inc

Utilities
-5.55K
- 15.61%
$64.11 - $75.0 $356K - $416K
30K $2.08M
MRK
Merck & Co., Inc.

Healthcare
-3.52K
- 24.56%
$73.47 - $87.12 $259K - $307K
10.8K $856K
PG
Procter & Gamble CO

Consumer Defensive
-1.57K
- 10.22%
$157.66 - $172.39 $247K - $270K
13.8K $2.2M
SWK
Stanley Black & Decker, Inc.

Industrials
-5.01K
- 61.19%
$55.86 - $76.98 $280K - $386K
3.18K $215K
CMCSA
Comcast Corp

Communication Services
-9.84K
- 63.17%
$32.84 - $36.72 $323K - $361K
5.74K $204K
ENB
Enbridge Inc

Energy
-8.93K
- 16.88%
$41.09 - $47.16 $367K - $421K
44K $1.99M
DUK
Duke Energy Corp

Utilities
-1.88K
- 6.1%
$112.46 - $124.05 $212K - $233K
28.9K $3.42M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-6K
- 40.21%
$54.27 - $63.01 $326K - $378K
8.92K $558K
BMY
Bristol Myers Squibb CO

Healthcare
-1.55K
- 9.03%
$44.12 - $59.6 $68.5K - $92.5K
15.6K $723K
TGT
Target Corp

Consumer Defensive
-2.88K
- 48.12%
$88.76 - $105.77 $256K - $305K
3.11K $306K
LLY
Eli Lilly & CO

Healthcare
-94
- 1.95%
$713.71 - $898.95 $67.1K - $84.5K
4.72K $3.68M
DD
Du Pont De Nemours, Inc.

Basic Materials
-2.56K
- 13.89%
$55.13 - $75.25 $141K - $193K
15.9K $1.09M
CL
Colgate Palmolive CO

Consumer Defensive
-2.84K
- 33.95%
$87.57 - $96.0 $249K - $273K
5.53K $502K
GOOGL
Alphabet Inc.

Communication Services
-2.06K
- 42.73%
$144.7 - $178.6 $297K - $367K
2.75K $485K
KIE
Spdr S&P Insurance ETF

ETFs
-3.03K
- 3.75%
$53.63 - $61.12 $163K - $185K
77.9K $4.65M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-7.26K
- 46.77%
$24.32 - $27.87 $177K - $202K
8.26K $218K
SLB
Schlumberger Limited

Energy
-1.6K
- 8.34%
$31.95 - $42.2 $51.1K - $67.5K
17.6K $594K
COP
Conocophillips

Energy
-150
- 1.23%
$82.66 - $106.1 $12.4K - $15.9K
12.1K $1.08M
PM
Philip Morris International Inc.

Consumer Defensive
-2.01K
- 27.31%
$149.23 - $184.95 $300K - $372K
5.36K $976K
STZ
Constellation Brands, Inc.

Consumer Defensive
-261
- 3.67%
$160.0 - $195.62 $41.8K - $51.1K
6.85K $1.11M
UNP
Union Pacific Corp

Industrials
-733
- 29.4%
$208.27 - $238.46 $153K - $175K
1.76K $404K
D
Dominion Energy, Inc

Utilities
-2.95K
- 27.91%
$49.66 - $58.0 $147K - $171K
7.63K $431K
OTIS
Otis Worldwide Corp

Industrials
-882
- 6.67%
$90.88 - $104.3 $80.2K - $92K
12.3K $1.22M
TYL
Tyler Technologies Inc

Technology
-230
- 29.99%
$521.68 - $592.84 $120K - $136K
537 $318K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-999
- 16.56%
$121.58 - $136.74 $121K - $137K
5.04K $683K
DIS
Walt Disney CO

Communication Services
-3.42K
- 28.9%
$81.72 - $124.01 $279K - $424K
8.41K $1.04M
GRMN
Garmin LTD

Technology
-190
- 1.88%
$173.63 - $218.07 $33K - $41.4K
9.94K $2.07M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.81K
- 29.67%
$63.54 - $68.5 $115K - $124K
4.28K $288K
XLU
Utilities Sector Spdr

ETFs
-1.97K
- 16.19%
$73.09 - $82.77 $144K - $163K
10.2K $833K
AXP
American Express CO

Financial Services
-738
- 26.96%
$231.39 - $318.98 $171K - $235K
2K $637K
WMT
Walmart Inc.

Consumer Defensive
-2.39K
- 17.5%
$81.79 - $99.98 $195K - $239K
11.3K $1.1M
KMB
Kimberly Clark Corp

Consumer Defensive
-27
- 0.39%
$126.84 - $145.22 $3.42K - $3.92K
6.91K $891K
WFC
Wells Fargo & Company

Financial Services
-4.71K
- 13.6%
$60.98 - $80.12 $287K - $377K
29.9K $2.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
-15
- 0.46%
$310.86 - $348.77 $4.66K - $5.23K
3.23K $1.03M
VZ
Verizon Communications Inc

Communication Services
-1.4K
- 16.2%
$41.67 - $45.62 $58.3K - $63.9K
7.24K $313K
FNDF
Schwab Fundamental Intl Large

ETFs
-3.53K
- 18.95%
$32.25 - $40.02 $114K - $141K
15.1K $604K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.78K
- 6.22%
$114.78 - $133.31 $205K - $238K
26.9K $3.58M
ECL
Ecolab Inc.

Basic Materials
-503
- 11.38%
$225.65 - $270.95 $114K - $136K
3.92K $1.06M
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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