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
DOV
Dover Corp

Industrials
-20
- 1.02%
$174.65 - $206.43 $3.49K - $4.13K
1.95K $342K
SHW
Sherwin Williams CO

Basic Materials
-117
- 5.59%
$330.16 - $365.55 $38.6K - $42.8K
1.98K $689K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-1.35K
- 11.22%
$14.28 - $14.97 $19.3K - $20.2K
10.7K $153K
IBB
Ishares Biotechnology ETF

ETFs
-100
- 3.13%
$127.9 - $140.56 $12.8K - $14.1K
3.1K $403K
GRMN
Garmin LTD

Technology
-612
- 5.7%
$204.55 - $241.93 $125K - $148K
10.1K $2.2M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-7
- 0.24%
$117.4 - $131.02 $822 - $917
2.89K $344K
BALL
Ball Corp

Consumer Cyclical
-50
- 1.27%
$49.04 - $56.53 $2.45K - $2.83K
3.88K $199K
SYY
Sysco Corp

Consumer Defensive
-120
- 3.98%
$70.0 - $77.13 $8.4K - $9.26K
2.89K $217K
NSC
Norfolk Southern Corp

Industrials
-60
- 5.64%
$227.69 - $259.76 $13.7K - $15.6K
1K $237K
TYL
Tyler Technologies Inc

Technology
-26
- 3.28%
$553.41 - $646.74 $14.4K - $16.8K
767 $445K
JPM
Jpmorgan Chase & CO

Financial Services
-638
- 2.36%
$225.19 - $279.95 $144K - $179K
26.3K $6.46M
ADSK
Autodesk, Inc.

Technology
-10
- 0.22%
N/A
4.46K $1.1M
Lam Research Corp
-955
- 5.16%
N/A
17.5K $0
2023 ETF Series Trust
-1.44K
- 1.03%
N/A
139K $0
Linde PLC
-31
- 0.57%
N/A
5.36K $0
VTV
Vanguard Value ETF

ETFs
-23
- 0.59%
$167.73 - $179.21 $3.86K - $4.12K
3.9K $665K
XLU
Utilities Sector Spdr

ETFs
-244
- 1.96%
$74.7 - $80.27 $18.2K - $19.6K
12.2K $949K
MA
Mastercard Inc

Financial Services
-35
- 2.51%
$504.67 - $576.31 $17.7K - $20.2K
1.36K $744K
GD
General Dynamics Corp

Industrials
-68
- 1.92%
$241.94 - $272.58 $16.5K - $18.5K
3.47K $945K
WFC
Wells Fargo & Company

Financial Services
-454
- 1.29%
$66.78 - $81.42 $30.3K - $37K
34.6K $2.48M
MO
Altria Group, Inc.

Consumer Defensive
-100
- 2.49%
$50.81 - $60.02 $5.08K - $6K
3.92K $235K
YUM
Yum Brands Inc

Consumer Cyclical
-205
- 7.54%
$123.25 - $162.53 $25.3K - $33.3K
2.51K $395K
PG
Procter & Gamble CO

Consumer Defensive
-51
- 0.33%
$158.56 - $176.26 $8.09K - $8.99K
15.3K $2.62M
MCD
Mcdonalds Corp

Consumer Cyclical
-156
- 4.12%
$279.74 - $321.29 $43.6K - $50.1K
3.63K $1.13M
KO
Coca Cola CO

Consumer Defensive
-98
- 2.13%
$60.81 - $72.32 $5.96K - $7.09K
4.5K $322K
COP
Conocophillips

Energy
-275
- 2.2%
$88.6 - $105.85 $24.4K - $29.1K
12.2K $1.28M
SLB
Schlumberger Limited

Energy
-263
- 1.35%
$38.4 - $43.74 $10.1K - $11.5K
19.2K $801K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.7K
- 0.9%
$44.72 - $46.25 $76K - $78.6K
188K $8.65M
ENB
Enbridge Inc

Energy
-432
- 0.81%
$41.54 - $45.45 $17.9K - $19.6K
52.9K $2.34M
OTIS
Otis Worldwide Corp

Industrials
-549
- 3.99%
$90.77 - $104.01 $49.8K - $57.1K
13.2K $1.36M
VEEV
Veeva Systems Inc

Healthcare
-55
- 0.95%
$210.58 - $246.8 $11.6K - $13.6K
5.74K $1.33M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-48
- 2.72%
$402.49 - $513.76 $19.3K - $24.7K
1.72K $832K
ROP
Roper Technologies Inc

Industrials
-28
- 1.2%
$502.71 - $593.81 $14.1K - $16.6K
2.3K $1.36M
CTVA
Corteva, Inc.

Basic Materials
-183
- 0.67%
$55.94 - $66.15 $10.2K - $12.1K
27.2K $1.71M
ICE
Intercontinental Exchange, Inc.

Financial Services
-129
- 1.58%
$142.8 - $176.36 $18.4K - $22.8K
8.05K $1.39M
AJG
Arthur J. Gallagher & Co.

Financial Services
-17
- 0.52%
$275.89 - $345.24 $4.69K - $5.87K
3.25K $1.12M
KIE
Spdr S&P Insurance ETF

ETFs
-1.49K
- 1.81%
$54.24 - $60.81 $80.9K - $90.7K
80.9K $4.87M
CVS
Cvs Health Corp

Healthcare
-197
- 1.96%
$44.22 - $68.64 $8.71K - $13.5K
9.86K $668K
PM
Philip Morris International Inc.

Consumer Defensive
-25
- 0.34%
$117.15 - $158.79 $2.93K - $3.97K
7.37K $1.17M
V
Visa Inc.

Financial Services
-309
- 2.68%
$306.92 - $362.71 $94.8K - $112K
11.2K $3.94M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-6.74K
- 2.74%
$34.32 - $37.26 $231K - $251K
239K $8.69M
CVX
Chevron Corp

Energy
-234
- 1.44%
$146.71 - $167.97 $34.3K - $39.3K
16K $2.68M
AMGN
Amgen Inc

Healthcare
-63
- 0.91%
$258.59 - $327.36 $16.3K - $20.6K
6.82K $2.13M
RTX
Raytheon Technologies Corp

Industrials
-329
- 1.39%
$114.1 - $135.66 $37.5K - $44.6K
23.3K $3.09M
JNJ
Johnson & Johnson

Healthcare
-131
- 0.66%
$142.06 - $167.7 $18.6K - $22K
19.9K $3.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-141
- 1.89%
$442.66 - $534.52 $62.4K - $75.4K
7.32K $3.85M
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
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