Triangle Securities Wealth Management Purchases in Q3 2024

Triangle Securities Wealth Management

  • $377 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
177K
+ 350.85%
$58.75 - $64.07 $10.4M - $11.3M
227K $14.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
28.1K
New
$44.65 - $47.21 $1.26M - $1.33M
28.1K $1.31M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.73K
+ 2.85%
$75.47 - $83.18 $357K - $394K
170K $14.2M
XLRE
Select Sector Spdr Tr Real Est

ETFs
24.2K
+ 161.58%
$38.04 - $45.36 $921K - $1.1M
39.2K $1.75M
CPRT
Copart Inc

Consumer Cyclical
15.1K
New
$49.19 - $55.54 $744K - $839K
15.1K $792K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.43K
+ 2.47%
$105.53 - $118.34 $150K - $169K
59.2K $6.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.51K
+ 2.32%
$57.32 - $62.65 $144K - $157K
111K $6.89M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.69K
+ 3.93%
$41.9 - $48.26 $155K - $178K
97.5K $4.67M
AMD
Advanced Micro Devices Inc

Technology
3.29K
+ 186.46%
$128.67 - $183.96 $423K - $605K
5.06K $829K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.12K
+ 1.72%
$44.83 - $47.42 $140K - $148K
185K $8.7M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
278
+ 1.87%
$150.01 - $182.29 $41.7K - $50.7K
15.2K $2.76M
SWK
Stanley Black & Decker, Inc.

Industrials
90
+ 0.81%
$77.75 - $110.17 $7K - $9.92K
11.2K $1.23M
LYV
Live Nation Entertainment, Inc.

Communication Services
1.07K
+ 7.76%
$88.06 - $109.5 $94K - $117K
14.8K $1.62M
AVGO
Broadcom Inc.

Technology
19K
+ 918.32%
$136.27 - $1745.86 $2.6M - $33.3M
21.1K $3.64M
CGXU
Capital Group Intl Focus Equit

ETFs
9.25K
+ 53.98%
$24.27 - $27.46 $225K - $254K
26.4K $711K
FNDF
Schwab Fundamental Intl Large

ETFs
7.05K
New
$33.67 - $37.71 $237K - $266K
7.05K $263K
AMT
American Tower Corp

Real Estate
10
+ 0.17%
$192.27 - $242.73 $1.92K - $2.43K
5.96K $1.38M
SCHA
Schwab Strategic Tr Us Small C

ETFs
370
+ 0.76%
$46.9 - $51.96 $17.4K - $19.2K
49.3K $2.54M
IWS
Ishares Russell Midcap Value E

ETFs
1.63K
New
$119.52 - $132.25 $195K - $216K
1.63K $215K
MKC
Mccormick & CO Inc

Consumer Defensive
2.51K
New
$69.44 - $84.76 $174K - $213K
2.51K $206K
TEQI
T Rowe Price Exchange Traded F

Technology
4.81K
New
$38.71 - $41.77 $186K - $201K
4.81K $201K
VOX
Vanguard Communication Service

ETFs
1.12K
+ 22.3%
$129.82 - $145.39 $146K - $163K
6.16K $895K
WMT
Walmart Inc.

Consumer Defensive
258
+ 1.89%
$66.91 - $81.4 $17.3K - $21K
13.9K $1.12M
TMO
Thermo Fisher Scientific Inc.

Healthcare
158
+ 10.37%
$531.86 - $624.21 $84K - $98.6K
1.68K $1.04M
RY
Royal Bank Of Canada

Financial Services
1.13K
+ 40.29%
$105.65 - $124.73 $119K - $141K
3.93K $489K
JSML
Janus Detroit Str Tr Henderson

ETFs
1.15K
+ 7.32%
$58.37 - $65.4 $67.1K - $75.1K
16.9K $1.1M
VEEV
Veeva Systems Inc

Healthcare
55
+ 0.95%
$180.43 - $223.9 $9.92K - $12.3K
5.86K $1.23M
VT
Vanguard Total World Stk Index

ETFs
534
+ 4.42%
$107.72 - $119.96 $57.5K - $64.1K
12.6K $1.51M
CARR
Carrier Global Corp

Industrials
100
+ 1.28%
$61.9 - $80.88 $6.19K - $8.09K
7.89K $635K
CLX
Clorox CO

Consumer Defensive
555
+ 27.63%
$131.73 - $166.97 $73.1K - $92.7K
2.56K $417K
SPY
Spdr S&P 500 ETF Trust

ETFs
112
+ 4.32%
$517.38 - $573.86 $57.9K - $64.3K
2.71K $1.55M
BAX
Baxter International Inc

Healthcare
299
+ 1.07%
$32.85 - $40.26 $9.82K - $12K
28.2K $1.07M
KMX
Carmax Inc

Consumer Cyclical
960
+ 7.25%
$71.21 - $85.78 $68.4K - $82.3K
14.2K $1.1M
IJK
Ishares S&P Midcap 400 Growth

ETFs
125
+ 0.46%
$84.81 - $93.54 $10.6K - $11.7K
27.4K $2.52M
VHT
Vanguard Health Care ETF

ETFs
138
+ 7.24%
$261.88 - $288.1 $36.1K - $39.8K
2.04K $576K
KO
Coca Cola CO

Consumer Defensive
431
+ 9.86%
$62.69 - $73.01 $27K - $31.5K
4.8K $345K
IBB
Ishares Biotechnology ETF

ETFs
200
+ 6.36%
$135.09 - $149.47 $27K - $29.9K
3.34K $486K
STZ
Constellation Brands, Inc.

Consumer Defensive
131
+ 1.7%
$236.42 - $259.82 $31K - $34K
7.85K $2.02M
Brookfield Corp
44.8K
+ 123.34%
N/A
81.1K $0
Labcorp Holdings Inc
20
+ 0.49%
N/A
4.09K $0
2023 ETF Series Trust Ii
33.9K
New
N/A
33.9K $0
ROK
Rockwell Automation, Inc

Industrials
19
+ 0.37%
$248.27 - $294.37 $4.72K - $5.59K
5.14K $1.38M
AMZN
Amazon Com Inc

Consumer Cyclical
326
+ 1.8%
$161.02 - $200.0 $52.5K - $65.2K
18.4K $3.43M
SLB
Schlumberger Limited

Energy
156
+ 0.79%
$39.57 - $49.67 $6.17K - $7.75K
19.8K $832K
CVX
Chevron Corp

Energy
87
+ 0.53%
$137.88 - $161.97 $12K - $14.1K
16.6K $2.45M
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
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