Triangle Securities Wealth Management Incresed Positions in Q4 2025

Triangle Securities Wealth Management

  • $439 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
146K
+ 111.18%
$63.25 - $66.24 $9.22M - $9.65M
277K $17.8M
AAPL
Apple Inc.

Technology
30.1K
+ 98.43%
$245.27 - $275.25 $7.39M - $8.29M
60.7K $16.2M
NOW
Service Now, Inc.

Technology
7.95K
+ 476.05%
$835.79 - $946.29 $6.64M - $7.52M
9.62K $8.04M
CAT
Caterpillar Inc

Industrials
6.62K
+ 94.93%
$480.82 - $585.49 $3.18M - $3.88M
13.6K $7.51M
WFC
Wells Fargo & Company

Financial Services
32.3K
+ 96.01%
$77.62 - $87.3 $2.51M - $2.82M
66K $5.5M
XLK
Technology Sector Spdr

ETFs
4.64K
+ 93.74%
$278.39 - $304.13 $1.29M - $1.41M
9.59K $2.76M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
14.2K
+ 399.66%
$90.99 - $95.91 $1.29M - $1.36M
17.7K $1.62M
XLU
Utilities Sector Spdr

ETFs
11.9K
+ 100.01%
$87.89 - $92.9 $1.05M - $1.11M
23.8K $2.11M
TYL
Tyler Technologies Inc

Technology
1.29K
+ 227.24%
$460.81 - $518.69 $596K - $671K
1.86K $870K
JSML
Janus Detroit Str Tr Henderson

ETFs
9.73K
+ 14.18%
$71.84 - $76.84 $699K - $748K
78.4K $5.68M
COST
Costco Wholesale Corp

Consumer Defensive
568
+ 39.58%
$910.94 - $954.99 $517K - $542K
2K $1.83M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.11K
+ 7.67%
$114.27 - $121.15 $584K - $619K
71.8K $8.39M
UNP
Union Pacific Corp

Industrials
2.23K
+ 97.55%
$216.37 - $237.41 $483K - $530K
4.52K $999K
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.8K
+ 14.6%
$93.11 - $97.9 $447K - $470K
37.7K $3.56M
TT
Trane Technologies PLC

Industrials
583
+ 100.0%
$408.5 - $448.65 $238K - $262K
1.17K $487K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.04K
+ 4.42%
$46.2 - $46.85 $187K - $189K
95.4K $4.41M
VHT
Vanguard Health Care ETF

ETFs
309
+ 7.13%
$264.7 - $283.93 $81.8K - $87.7K
4.64K $1.31M
DHR
Danaher Corp

Healthcare
100
+ 1.42%
$202.46 - $223.01 $20.2K - $22.3K
7.14K $1.57M
BA
Boeing CO

Industrials
1.31K
+ 42.83%
$191.81 - $225.32 $250K - $294K
4.35K $834K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.18K
+ 2.19%
$46.57 - $47.16 $195K - $197K
195K $9.09M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.4K
+ 2.9%
$25.2 - $26.46 $85.7K - $90K
121K $3.11M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.85K
+ 0.72%
$25.85 - $27.19 $47.7K - $50.2K
259K $6.87M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.31K
+ 51.05%
$80.06 - $83.68 $105K - $110K
3.89K $311K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.43K
+ 1.16%
$84.91 - $90.88 $122K - $130K
125K $11M
FNDF
Schwab Fundamental Intl Large

ETFs
1.31K
+ 8.51%
$42.35 - $45.18 $55.3K - $59K
16.6K $745K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
590
+ 2.06%
$137.47 - $143.13 $81.1K - $84.4K
29.2K $4.11M
FANG
Diamondback Energy, Inc.

Energy
420
+ 12.29%
$137.29 - $149.2 $57.7K - $62.7K
3.84K $572K
TEQI
T Rowe Price Exchange Traded F

Technology
1.98K
+ 12.8%
$42.88 - $44.46 $85.1K - $88.2K
17.5K $762K
CI
Cigna Corp

Healthcare
395
+ 26.91%
$244.41 - $311.0 $96.5K - $123K
1.86K $505K
VEEV
Veeva Systems Inc

Healthcare
362
+ 6.3%
$283.73 - $306.22 $103K - $111K
6.11K $1.79M
VUG
Vanguard Growth ETF

ETFs
108
+ 1.92%
$470.44 - $504.26 $50.8K - $54.5K
5.74K $2.78M
CGXU
Capital Group Intl Focus Equit

ETFs
22
+ 0.01%
$29.32 - $31.03 $645 - $683
193K $5.79M
EFG
Msci Eafe Growth ETF

ETFs
576
+ 21.94%
$112.91 - $117.61 $65K - $67.7K
3.2K $367K
CL
Colgate Palmolive CO

Consumer Defensive
745
+ 14.84%
$74.98 - $79.86 $55.9K - $59.5K
5.76K $454K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.34K
+ 8.63%
$31.41 - $33.69 $42.1K - $45.1K
16.9K $543K
ONON
On Holding Ag

Consumer Cyclical
1.05K
+ 6.2%
$34.96 - $43.62 $36.7K - $45.8K
18K $762K
AJG
Arthur J. Gallagher & Co.

Financial Services
772
+ 23.89%
$242.98 - $310.48 $188K - $240K
4K $1.03M
APD
Air Products & Chemicals, Inc.

Basic Materials
250
+ 8.85%
$237.56 - $271.47 $59.4K - $67.9K
3.08K $797K
DFSV
Dimensional ETF Tr Dimensional

ETFs
842
+ 9.95%
$30.55 - $32.35 $25.7K - $27.2K
9.3K $292K
MCO
Moodys Corp

Financial Services
23
+ 1.07%
$468.56 - $495.08 $10.8K - $11.4K
2.18K $1.04M
CB
Chubb LTD

Financial Services
20
+ 2.29%
$268.2 - $296.22 $5.36K - $5.92K
892 $263K
BR
Broadridge Financial Solutions, Inc.

Technology
260
+ 7.44%
$217.49 - $236.9 $56.5K - $61.6K
3.76K $849K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
115
+ 2.78%
$125.45 - $131.1 $14.4K - $15.1K
4.26K $542K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.09%
N/A
1.16K $212K
American Centy ETF Tr
20.5K
+ 290.88%
N/A
27.6K $0
Linde PLC
15
+ 0.29%
N/A
5.25K $0
Elevation Series Trust
365
+ 0.41%
N/A
90.4K $0
Gmo ETF Trust
54.7K
+ 86.91%
N/A
118K $0
Brookfield Corp
50K
+ 50.45%
N/A
149K $0
Activity Summary
Buys All Purchases 67 New Holdings 9 Increased Positions 58 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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