Triangle Securities Wealth Management Sells in Q1 2025

Triangle Securities Wealth Management

  • $372 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
-637
- 2.95%
$542.38 - $646.34 $345K - $412K
21K $11.4M
GOOG
Alphabet Inc.

Communication Services
-1.68K
- 3.54%
$156.06 - $207.71 $262K - $349K
45.7K $7.15M
BX
Blackstone Inc.

Financial Services
-1.2K
- 2.52%
$136.53 - $186.74 $164K - $224K
46.4K $6.49M
AVGO
Broadcom Inc.

Technology
-556
- 2.69%
$167.43 - $244.7 $93.1K - $136K
20.1K $3.37M
MSFT
Microsoft Corp

Technology
-87
- 0.33%
$375.39 - $447.2 $32.7K - $38.9K
26.5K $9.94M
VCR
Vanguard Consumer Discretionar

ETFs
-423
- 3.2%
$318.51 - $391.75 $135K - $166K
12.8K $4.18M
CRM
Salesforce, Inc.

Technology
-53
- 0.6%
$268.36 - $359.95 $14.2K - $19.1K
8.72K $2.34M
STZ
Constellation Brands, Inc.

Consumer Defensive
-612
- 7.93%
$161.05 - $222.93 $98.6K - $136K
7.11K $1.3M
GS
Goldman Sachs Group Inc

Financial Services
-370
- 4.97%
$524.81 - $672.19 $194K - $249K
7.08K $3.87M
TFC
Truist Financial Corp

Financial Services
-5.73K
- 10.14%
$39.48 - $48.15 $226K - $276K
50.8K $2.09M
EMR
Emerson Electric CO

Industrials
-524
- 2.55%
$108.64 - $131.17 $56.9K - $68.7K
20K $2.2M
CMCSA
Comcast Corp

Communication Services
-8.28K
- 34.7%
$33.19 - $38.23 $275K - $316K
15.6K $574K
AMD
Advanced Micro Devices Inc

Technology
-2K
- 39.77%
$96.63 - $129.55 $193K - $258K
3.02K $310K
ADBE
Adobe Inc.

Technology
-12
- 0.29%
$377.84 - $464.11 $4.53K - $5.57K
4.18K $1.6M
TGT
Target Corp

Consumer Defensive
-533
- 8.17%
$103.65 - $142.5 $55.2K - $76K
5.99K $625K
BAC
Bank Of America Corp

Financial Services
-1.61K
- 2.22%
$39.61 - $47.74 $63.7K - $76.7K
70.9K $2.96M
SAMT
Advisors Inn.Circle Fd Iii Str
-5.61K
- 2.0%
$28.43 - $33.08 $159K - $186K
274K $7.96M
SWK
Stanley Black & Decker, Inc.

Industrials
-1.98K
- 19.42%
$76.43 - $90.41 $151K - $179K
8.19K $629K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-319
- 2.14%
$175.5 - $209.86 $56K - $66.9K
14.6K $2.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
-138
- 5.02%
$551.42 - $612.93 $76.1K - $84.6K
2.61K $1.46M
ROK
Rockwell Automation, Inc

Industrials
-10
- 0.2%
$255.29 - $303.75 $2.55K - $3.04K
4.97K $1.28M
MS
Morgan Stanley

Financial Services
-343
- 3.63%
$111.68 - $141.08 $38.3K - $48.4K
9.1K $1.06M
EA
Electronic Arts Inc.

Communication Services
-752
- 8.82%
$116.53 - $146.29 $87.6K - $110K
7.78K $1.12M
USFD
Us Foods Holding Corp.

Consumer Defensive
-1.14K
- 6.23%
$63.38 - $72.02 $72.4K - $82.3K
17.2K $1.13M
LHX
L3 Harris Technologies, Inc.

Industrials
-457
- 8.1%
$194.65 - $222.86 $89K - $102K
5.19K $1.09M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-11
- 8.15%
$4295.4 - $5141.88 $47.2K - $56.6K
124 $571K
MAR
Marriott International Inc

Consumer Cyclical
-25
- 1.09%
$237.01 - $304.45 $5.93K - $7.61K
2.26K $538K
RIO
Rio Tinto PLC

Basic Materials
-1.75K
- 19.28%
$58.19 - $64.29 $102K - $113K
7.33K $440K
HON
Honeywell International Inc

Industrials
-70
- 1.49%
$202.75 - $226.52 $14.2K - $15.9K
4.63K $980K
CMI
Cummins Inc

Industrials
-40
- 2.03%
$312.92 - $386.07 $12.5K - $15.4K
1.93K $605K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-50
- 1.18%
$168.84 - $202.89 $8.44K - $10.1K
4.19K $737K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-10
- 0.95%
$314.47 - $431.35 $3.14K - $4.31K
1.05K $383K
PANW
Palo Alto Networks Inc

Technology
-30
- 0.53%
$167.82 - $208.28 $5.03K - $6.25K
5.6K $955K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-154
- 1.32%
$169.43 - $182.84 $26.1K - $28.2K
11.5K $1.98M
VO
Vanguard Mid Cap ETF

ETFs
-100
- 2.53%
$251.87 - $277.95 $25.2K - $27.8K
3.85K $988K
NTRS
Northern Trust Corp

Financial Services
-207
- 3.64%
$96.09 - $113.81 $19.9K - $23.6K
5.48K $540K
MDT
Medtronic PLC

Healthcare
-821
- 25.42%
$79.84 - $94.5 $65.5K - $77.6K
2.41K $216K
BIIB
Biogen Inc.

Healthcare
-20
- 0.83%
$133.43 - $153.27 $2.67K - $3.07K
2.38K $325K
FANG
Diamondback Energy, Inc.

Energy
-142
- 4.04%
$139.9 - $180.18 $19.9K - $25.6K
3.38K $539K
WMT
Walmart Inc.

Consumer Defensive
-13
- 0.1%
$84.5 - $105.05 $1.1K - $1.37K
13.6K $1.2M
C
Citigroup Inc

Financial Services
-605
- 4.7%
$67.23 - $84.63 $40.7K - $51.2K
12.3K $870K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-365
- 5.7%
$128.74 - $138.67 $47K - $50.6K
6.03K $810K
PFE
Pfizer Inc

Healthcare
-828
- 8.27%
$25.01 - $27.13 $20.7K - $22.5K
9.19K $232K
BA
Boeing CO

Industrials
-86
- 3.78%
$148.15 - $186.25 $12.7K - $16K
2.19K $372K
VIG
Vanguard Dividend Appreciation

ETFs
-166
- 12.5%
N/A
1.16K $211K
MCO
Moodys Corp

Financial Services
-25
- 1.12%
$437.8 - $527.48 $10.9K - $13.2K
2.21K $1.03M
TJX
Tjx Companies Inc

Consumer Cyclical
-300
- 3.56%
$112.81 - $126.16 $33.8K - $37.8K
8.13K $990K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-240
- 4.94%
$78.0 - $84.37 $18.7K - $20.2K
4.62K $365K
PKI
Perkinelmer Inc

Healthcare
-235
- 8.32%
N/A
2.59K $313K
Activity Summary
Buys All Purchases 85 New Holdings 8 Increased Positions 77 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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