Triangle Securities Wealth Management Sells in Q3 2025

Triangle Securities Wealth Management

  • $412 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
-6.6K
- 48.95%
$696.56 - $806.32 $4.6M - $5.32M
6.88K $5.48M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-46.3K
- 46.15%
$40.94 - $42.85 $1.89M - $1.98M
54K $2.27M
CRM
Salesforce, Inc.

Technology
-497
- 5.52%
$231.66 - $273.65 $115K - $136K
8.5K $2.01M
KKR
Kkr & Co. Inc.

Financial Services
-1.75K
- 2.8%
$129.95 - $152.16 $227K - $266K
60.8K $7.9M
ADBE
Adobe Inc.

Technology
-359
- 8.9%
$333.65 - $392.1 $120K - $141K
3.67K $1.3M
ROP
Roper Technologies Inc

Industrials
-205
- 8.95%
$495.03 - $573.0 $101K - $117K
2.09K $1.04M
LLY
Eli Lilly & CO

Healthcare
-166
- 3.52%
$625.65 - $812.69 $104K - $135K
4.55K $3.47M
HON
Honeywell International Inc

Industrials
-329
- 7.28%
$207.7 - $240.4 $68.3K - $79.1K
4.19K $881K
ISRG
Intuitive Surgical Inc

Healthcare
-168
- 17.14%
$433.66 - $544.47 $72.9K - $91.5K
812 $363K
V
Visa Inc.

Financial Services
-42
- 0.38%
$332.09 - $358.86 $13.9K - $15.1K
11K $3.74M
TT
Trane Technologies PLC

Industrials
-312
- 34.86%
$398.96 - $472.54 $124K - $147K
583 $246K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-39
- 0.28%
$185.65 - $214.38 $7.24K - $8.36K
14K $2.8M
ICE
Intercontinental Exchange, Inc.

Financial Services
-44
- 0.56%
$167.28 - $188.45 $7.36K - $8.29K
7.77K $1.31M
BDX
Becton Dickinson & CO

Healthcare
-952
- 21.82%
$172.41 - $199.66 $164K - $190K
3.41K $638K
FCNCA
First Citizens Bancshares Inc

Financial Services
-2
- 0.32%
$1789.16 - $2158.23 $3.58K - $4.32K
615 $1.1M
DE
Deere & CO

Industrials
-65
- 4.44%
$457.26 - $524.37 $29.7K - $34.1K
1.4K $640K
CL
Colgate Palmolive CO

Consumer Defensive
-511
- 9.24%
$79.36 - $93.33 $40.6K - $47.7K
5.02K $401K
EMR
Emerson Electric CO

Industrials
-297
- 1.36%
$128.6 - $149.63 $38.2K - $44.4K
21.6K $2.83M
SLB
Schlumberger Limited

Energy
-2.2K
- 12.5%
$32.37 - $37.31 $71.1K - $82K
15.4K $528K
MCO
Moodys Corp

Financial Services
-12
- 0.55%
$472.69 - $521.32 $5.67K - $6.26K
2.16K $1.03M
AMD
Advanced Micro Devices Inc

Technology
-630
- 27.38%
$134.8 - $184.42 $84.9K - $116K
1.67K $270K
USB
Us Bancorp \De\

Financial Services
-1.45K
- 21.78%
$43.94 - $50.41 $63.7K - $73.1K
5.21K $251K
IBM
International Business Machines Corp

Technology
-91
- 5.17%
$234.77 - $292.47 $21.4K - $26.6K
1.67K $471K
TGT
Target Corp

Consumer Defensive
-202
- 6.5%
$86.56 - $107.43 $17.5K - $21.7K
2.91K $260K
TFC
Truist Financial Corp

Financial Services
-2.31K
- 9.28%
$42.83 - $47.07 $98.8K - $109K
22.6K $1.03M
DOV
Dover Corp

Industrials
-30
- 1.56%
$165.59 - $190.9 $4.97K - $5.73K
1.9K $316K
MAR
Marriott International Inc

Consumer Cyclical
-7
- 0.3%
$255.35 - $282.87 $1.79K - $1.98K
2.32K $603K
ADSK
Autodesk, Inc.

Technology
-92
- 2.09%
N/A
4.32K $1.06M
TSN
Tyson Foods, Inc.

Consumer Defensive
-200
- 3.36%
$52.3 - $57.69 $10.5K - $11.5K
5.75K $312K
USFD
Us Foods Holding Corp.

Consumer Defensive
-170
- 1.01%
$76.35 - $84.68 $13K - $14.4K
16.7K $1.28M
PANW
Palo Alto Networks Inc

Technology
-60
- 1.07%
$167.06 - $208.19 $10K - $12.5K
5.57K $1.13M
EFX
Equifax Inc

Industrials
-10
- 0.31%
$234.03 - $265.73 $2.34K - $2.66K
3.2K $820K
DGX
Quest Diagnostics Inc

Healthcare
-25
- 0.92%
N/A
2.68K $367K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-529
- 4.3%
$181.56 - $190.33 $96K - $101K
11.8K $2.23M
Lam Research Corp
-135
- 0.77%
N/A
17.5K $0
2023 ETF Series Trust
-32.5K
- 23.38%
N/A
107K $0
Linde PLC
-17
- 0.32%
N/A
5.23K $0
Tortoise Capital Series Trus
-3.6K
- 1.55%
N/A
229K $0
IWS
Ishares Russell Midcap Value E

ETFs
-59
- 3.51%
$132.83 - $140.61 $7.84K - $8.3K
1.62K $226K
SAGP
Advisors Inner Circle Fd Iii S
-3.29K
- 4.09%
$32.38 - $34.47 $107K - $113K
77.2K $2.66M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-114
- 2.26%
$136.48 - $142.97 $15.6K - $16.3K
4.92K $689K
SYY
Sysco Corp

Consumer Defensive
-50
- 1.73%
$76.33 - $82.51 $3.82K - $4.13K
2.84K $234K
NTRS
Northern Trust Corp

Financial Services
-159
- 3.2%
$123.6 - $134.6 $19.7K - $21.4K
4.82K $648K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-75
- 1.62%
$84.28 - $89.46 $6.32K - $6.71K
4.55K $404K
FANG
Diamondback Energy, Inc.

Energy
-17
- 0.49%
$134.53 - $152.5 $2.29K - $2.59K
3.42K $489K
QCOM
Qualcomm Inc

Technology
-30
- 0.79%
$145.84 - $173.55 $4.38K - $5.21K
3.76K $625K
VHT
Vanguard Health Care ETF

ETFs
-88
- 1.99%
$239.12 - $259.95 $21K - $22.9K
4.33K $1.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
-130
- 5.44%
$617.65 - $666.84 $80.3K - $86.7K
2.26K $1.5M
EEM
Ishares Msci Emerging Markets

ETFs
-39
- 0.53%
$48.07 - $53.4 $1.87K - $2.08K
7.36K $392K
Activity Summary
Buys All Purchases 107 New Holdings 5 Increased Positions 102 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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