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
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-82
- 7.92%
$473.44 - $553.71 $38.8K - $45.4K
953 $521K
RIO
Rio Tinto PLC

Basic Materials
-206
- 3.16%
$57.66 - $66.01 $11.9K - $13.6K
6.32K $417K
IBB
Ishares Biotechnology ETF

ETFs
-110
- 3.5%
$127.63 - $144.37 $14K - $15.9K
3.04K $438K
COP
Conocophillips

Energy
-194
- 1.61%
$91.0 - $98.99 $17.7K - $19.2K
11.9K $1.12M
VT
Vanguard Total World Stk Index

ETFs
-528
- 4.26%
$128.41 - $138.03 $67.8K - $72.9K
11.9K $1.63M
NSC
Norfolk Southern Corp

Industrials
-6
- 0.6%
$259.49 - $300.41 $1.56K - $1.8K
997 $299K
VEEV
Veeva Systems Inc

Healthcare
-32
- 0.55%
$269.2 - $297.91 $8.61K - $9.53K
5.75K $1.71M
CG
Carlyle Group Inc.

Financial Services
-502
- 6.91%
$52.82 - $69.35 $26.5K - $34.8K
6.77K $424K
CVS
Cvs Health Corp

Healthcare
-143
- 1.46%
$58.75 - $76.5 $8.4K - $10.9K
9.66K $727K
ROK
Rockwell Automation, Inc

Industrials
-9
- 0.18%
$328.67 - $358.52 $2.96K - $3.23K
4.94K $1.72M
AVGO
Broadcom Inc.

Technology
-2.99K
- 14.82%
$264.74 - $369.57 $792K - $1.11M
17.2K $5.67M
UNH
Unitedhealth Group Inc

Healthcare
-218
- 3.81%
$237.77 - $353.61 $51.8K - $77.1K
5.5K $1.9M
DD
Du Pont De Nemours, Inc.

Basic Materials
-386
- 2.43%
$69.9 - $78.26 $27K - $30.2K
15.5K $1.21M
TJX
Tjx Companies Inc

Consumer Cyclical
-160
- 2.02%
$121.35 - $144.54 $19.4K - $23.1K
7.75K $1.12M
LYV
Live Nation Entertainment, Inc.

Communication Services
-131
- 0.95%
$143.56 - $174.06 $18.8K - $22.8K
13.7K $2.24M
ROST
Ross Stores, Inc.

Consumer Cyclical
-140
- 2.06%
$127.59 - $152.81 $17.9K - $21.4K
6.66K $1.01M
GD
General Dynamics Corp

Industrials
-60
- 1.73%
$293.92 - $341.0 $17.6K - $20.5K
3.4K $1.16M
CMI
Cummins Inc

Industrials
-25
- 1.29%
$327.85 - $426.39 $8.2K - $10.7K
1.91K $805K
SAMT
Advisors Inn.Circle Fd Iii Str
-14.5K
- 5.23%
$33.7 - $37.35 $488K - $540K
262K $9.78M
EA
Electronic Arts Inc.

Communication Services
-115
- 1.52%
$147.79 - $202.05 $17K - $23.2K
7.46K $1.5M
GRMN
Garmin LTD

Technology
-257
- 2.59%
$211.13 - $246.22 $54.3K - $63.3K
9.68K $2.38M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.89K
- 2.61%
$24.46 - $26.5 $169K - $183K
257K $6.77M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.26K
- 1.24%
$49.43 - $54.52 $62K - $68.4K
99.8K $5.41M
CGXU
Capital Group Intl Focus Equit

ETFs
-1.96K
- 1.0%
$26.49 - $29.62 $51.8K - $57.9K
193K $5.71M
BX
Blackstone Inc.

Financial Services
-1.25K
- 2.76%
$152.77 - $188.68 $191K - $236K
44.1K $7.53M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.46K
- 0.28%
$28.15 - $30.13 $41.1K - $44K
517K $15.3M
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
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