Triangle Securities Wealth Management Reduced Holdings in Q4 2025

Triangle Securities Wealth Management

  • $439 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NTRS
Northern Trust Corp

Financial Services
-230
- 4.78%
$124.57 - $133.24 $28.7K - $30.6K
4.59K $584K
DUK
Duke Energy Corp

Utilities
-845
- 2.82%
$121.57 - $129.03 $103K - $109K
29.1K $3.65M
CTVA
Corteva, Inc.

Basic Materials
-234
- 0.88%
$61.0 - $66.48 $14.3K - $15.6K
26.4K $1.74M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-442
- 1.98%
$105.91 - $113.18 $46.8K - $50K
21.9K $2.41M
MGM
Mgm Resorts International

Consumer Cyclical
-408
- 2.14%
$30.72 - $34.75 $12.5K - $14.2K
18.7K $606K
VO
Vanguard Mid Cap ETF

ETFs
-99
- 2.55%
$286.27 - $296.23 $28.3K - $29.3K
3.78K $1.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-188
- 2.68%
$475.68 - $513.11 $89.4K - $96.5K
6.82K $3.47M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-65
- 6.82%
$506.07 - $566.91 $32.9K - $36.8K
888 $470K
VGT
Vanguard Information Technolog

ETFs
-326
- 1.59%
$736.33 - $801.52 $240K - $261K
20.2K $15.3M
C
Citigroup Inc

Financial Services
-93
- 0.82%
$93.93 - $102.87 $8.74K - $9.57K
11.3K $1.11M
SJM
J M Smucker CO

Consumer Defensive
-395
- 12.49%
$101.21 - $110.3 $40K - $43.6K
2.77K $301K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-50
- 0.42%
$185.12 - $192.11 $9.26K - $9.61K
11.7K $2.2M
MO
Altria Group, Inc.

Consumer Defensive
-115
- 3.06%
$56.38 - $66.65 $6.48K - $7.66K
3.64K $211K
FLEX
Flex Ltd.

Technology
-792
- 13.36%
$56.13 - $66.1 $44.5K - $52.4K
5.14K $308K
ADSK
Autodesk, Inc.

Technology
-141
- 3.27%
N/A
4.18K $1.03M
MS
Morgan Stanley

Financial Services
-243
- 2.67%
$151.86 - $169.92 $36.9K - $41.3K
8.86K $1.41M
WEC
Wec Energy Group, Inc.

Utilities
-46
- 0.59%
$110.61 - $117.5 $5.09K - $5.41K
7.74K $858K
HSY
Hershey CO

Consumer Defensive
-65
- 2.55%
$162.31 - $195.56 $10.6K - $12.7K
2.48K $444K
TJX
Tjx Companies Inc

Consumer Cyclical
-296
- 3.82%
$138.56 - $147.63 $41K - $43.7K
7.46K $1.09M
NSC
Norfolk Southern Corp

Industrials
-45
- 4.51%
$279.53 - $300.15 $12.6K - $13.5K
952 $270K
USB
Us Bancorp \De\

Financial Services
-294
- 5.65%
$45.28 - $48.26 $13.3K - $14.2K
4.91K $223K
WMT
Walmart Inc.

Consumer Defensive
-206
- 1.56%
$101.18 - $109.03 $20.8K - $22.5K
13K $1.34M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-68
- 1.38%
$136.06 - $140.64 $9.25K - $9.56K
4.85K $670K
TGT
Target Corp

Consumer Defensive
-221
- 7.61%
$85.53 - $97.77 $18.9K - $21.6K
2.68K $241K
TSN
Tyson Foods, Inc.

Consumer Defensive
-250
- 4.35%
$50.72 - $55.51 $12.7K - $13.9K
5.5K $296K
FCNCA
First Citizens Bancshares Inc

Financial Services
-8
- 1.3%
$1638.68 - $1845.3 $13.1K - $14.8K
607 $1.09M
VTI
Vanguard Total Stock Market Et

ETFs
-45
- 3.29%
$321.8 - $337.95 $14.5K - $15.2K
1.32K $436K
QCOM
Qualcomm Inc

Technology
-65
- 1.73%
$153.59 - $187.68 $9.98K - $12.2K
3.69K $615K
PANW
Palo Alto Networks Inc

Technology
-90
- 1.62%
$204.77 - $221.38 $18.4K - $19.9K
5.48K $1.13M
CRM
Salesforce, Inc.

Technology
-33
- 0.39%
$235.69 - $263.41 $7.78K - $8.69K
8.47K $2.01M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-235
- 2.82%
$26.44 - $27.53 $6.21K - $6.47K
8.09K $220K
EEM
Ishares Msci Emerging Markets

ETFs
-300
- 4.08%
$51.94 - $56.01 $15.6K - $16.8K
7.06K $387K
VTV
Vanguard Value ETF

ETFs
-32
- 0.78%
$182.87 - $189.72 $5.85K - $6.07K
4.06K $759K
IWD
Ishares Russell 1000 Val ETF

ETFs
-8
- 0.39%
$199.44 - $208.01 $1.6K - $1.66K
2.04K $417K
Ge Vernova Inc
-34
- 4.39%
N/A
741 $0
Lam Research Corp
-1.56K
- 8.91%
N/A
15.9K $0
Tortoise Capital Series Trus
-2.59K
- 1.13%
N/A
227K $0
GD
General Dynamics Corp

Industrials
-33
- 0.97%
$330.59 - $353.77 $10.9K - $11.7K
3.37K $1.16M
Labcorp Holdings Inc
-98
- 2.43%
N/A
3.94K $0
AXP
American Express CO

Financial Services
-46
- 1.71%
$316.26 - $372.77 $14.5K - $17.1K
2.64K $901K
KO
Coca Cola CO

Consumer Defensive
-130
- 3.07%
$66.1 - $71.61 $8.59K - $9.31K
4.1K $289K
VT
Vanguard Total World Stk Index

ETFs
-45
- 0.38%
$135.16 - $141.78 $6.08K - $6.38K
11.8K $1.65M
BMY
Bristol Myers Squibb CO

Healthcare
-326
- 2.02%
$42.6 - $49.08 $13.9K - $16K
15.8K $738K
ASML
Asml Holding Nv

Technology
-27
- 3.43%
$936.19 - $1075.45 $25.3K - $29K
761 $776K
DE
Deere & CO

Industrials
-25
- 1.79%
$439.11 - $480.78 $11K - $12K
1.38K $654K
DFIV
Dimensional ETF Tr

ETFs
-1.18K
- 2.94%
$45.13 - $48.25 $53.3K - $56.9K
39K $1.87M
CVS
Cvs Health Corp

Healthcare
-131
- 1.36%
$76.69 - $83.04 $10K - $10.9K
9.52K $746K
SLB
Schlumberger Limited

Energy
-454
- 2.95%
$31.72 - $37.61 $14.4K - $17.1K
14.9K $551K
AMD
Advanced Micro Devices Inc

Technology
-405
- 24.24%
$164.01 - $264.33 $66.4K - $107K
1.27K $304K
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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