Triangle Securities Wealth Management Q3 2025 Filing
Filed October 15, 2025
Portfolio Value
$441.8B
Holdings
203
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (203 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | COPCONOCOPHILLIPS | 11,890 | $1.1B | 0.25% | |
| 102 | VHTVANGUARD WORLD FD | 4,331 | $1.1B | 0.25% | |
| 103 | TJXTJX COS INC NEW | 7,752 | $1.1B | 0.25% | |
| 104 | FCNCAFIRST CTZNS BANCSHARES INC D | 615 | $1.1B | 0.25% | |
| 105 | ROPROPER TECHNOLOGIES INC | 2,086 | $1.0B | 0.24% | |
| 106 | XLUSELECT SECTOR SPDR TR | 11,897 | $1.0B | 0.23% | |
| 107 | TFCTRUIST FINL CORP | 22,561 | $1.0B | 0.23% | |
| 108 | MCOMOODYS CORP | 2,155 | $1.0B | 0.23% | |
| 109 | ROSTROSS STORES INC | 6,657 | $1.0B | 0.23% | |
| 110 | AJGGALLAGHER ARTHUR J & CO | 3,231 | $1.0B | 0.23% | |
| 111 | 4I1PHILIP MORRIS INTL INC | 5,925 | $961.0M | 0.22% | |
| 112 | KMXCARMAX INC | 21,213 | $951.8M | 0.22% | |
| 113 | IHIISHARES TR | 15,643 | $939.8M | 0.21% | |
| 114 | AXPAMERICAN EXPRESS CO | 2,688 | $892.8M | 0.20% | |
| 115 | WECWEC ENERGY GROUP INC | 7,781 | $891.6M | 0.20% | |
| 116 | HONHONEYWELL INTL INC | 4,188 | $881.6M | 0.20% | |
| 117 | KMBKIMBERLY-CLARK CORP | 7,037 | $875.0M | 0.20% | |
| 118 | PNCPNC FINL SVCS GROUP INC | 4,190 | $841.9M | 0.19% | |
| 119 | BRBROADRIDGE FINL SOLUTIONS IN | 3,496 | $832.7M | 0.19% | |
| 120 | EFXEQUIFAX INC | 3,199 | $820.6M | 0.19% | |
| 121 | CMICUMMINS INC | 1,908 | $805.9M | 0.18% | |
| 122 | GEGE AEROSPACE | 2,670 | $803.2M | 0.18% | |
| 123 | APDAIR PRODS & CHEMS INC | 2,825 | $770.4M | 0.17% | |
| 124 | IVVISHARES TR | 1,150 | $769.7M | 0.17% | |
| 125 | MAMASTERCARD INCORPORATED | 1,351 | $768.5M | 0.17% | |
| 126 | IGVISHARES TR | 6,680 | $768.3M | 0.17% | |
| 127 | VTVVANGUARD INDEX FDS | 4,092 | $763.1M | 0.17% | |
| 128 | ASMLASML HOLDING N V | 788 | $762.9M | 0.17% | |
| 129 | CEFZELEVATION SERIES TRUST | 90,063 | $738.1M | 0.17% | |
| 130 | CVSCVS HEALTH CORP | 9,655 | $727.9M | 0.16% | |
| 131 | BMYBRISTOL-MYERS SQUIBB CO | 16,105 | $726.3M | 0.16% | |
| 132 | MCDMCDONALDS CORP | 2,380 | $723.3M | 0.16% | |
| 133 | ONONON HLDG AG | 16,925 | $716.8M | 0.16% | |
| 134 | CLXCLOROX CO DEL | 5,639 | $695.3M | 0.16% | |
| 135 | MMM3M CO | 4,453 | $691.1M | 0.16% | |
| 136 | SDYSPDR SERIES TRUST | 4,921 | $689.2M | 0.16% | |
| 137 | SHWSHERWIN WILLIAMS CO | 1,976 | $684.1M | 0.15% | |
| 138 | VRTXVERTEX PHARMACEUTICALS INC | 1,736 | $679.9M | 0.15% | |
| 139 | TEQIT ROWE PRICE ETF INC | 15,499 | $679.8M | 0.15% | |
| 140 | MGMMGM RESORTS INTERNATIONAL | 19,092 | $661.7M | 0.15% | |
| 141 | FNDFSCHWAB STRATEGIC TR | 15,343 | $659.1M | 0.15% | |
| 142 | BABOEING CO | 3,047 | $657.6M | 0.15% | |
| 143 | NTRSNORTHERN TR CORP | 4,815 | $648.1M | 0.15% | |
| 144 | DEDEERE & CO | 1,400 | $640.2M | 0.14% | |
| 145 | BDXBECTON DICKINSON & CO | 3,411 | $638.4M | 0.14% | |
| 146 | QCOMQUALCOMM INC | 3,758 | $625.2M | 0.14% | |
| 147 | BKNGBOOKING HOLDINGS INC | 115 | $620.9M | 0.14% | |
| 148 | MARMARRIOTT INTL INC NEW | 2,318 | $603.7M | 0.14% | |
| 149 | DDOMINION ENERGY INC | 9,110 | $557.3M | 0.13% | |
| 150 | AQLTISHARES TR | 3,825 | $543.5M | 0.12% | |
| 151 | UNPUNION PAC CORP | 2,290 | $541.3M | 0.12% | |
| 152 | IJJISHARES TR | 4,140 | $537.1M | 0.12% | |
| 153 | SLBSCHLUMBERGER LTD | 15,382 | $528.7M | 0.12% | |
| 154 | ULTAULTA BEAUTY INC | 953 | $521.1M | 0.12% | |
| 155 | DGXQUEST DIAGNOSTICS INC | 2,684 | $511.5M | 0.12% | |
| 156 | SCHGSCHWAB STRATEGIC TR | 15,522 | $495.3M | 0.11% | |
| 157 | FANGDIAMONDBACK ENERGY INC | 3,418 | $489.1M | 0.11% | |
| 158 | AVMVAMERICAN CENTY ETF TR | 7,059 | $486.3M | 0.11% | |
| 159 | GEVGE VERNOVA INC | 775 | $476.5M | 0.11% | |
| 160 | HSYHERSHEY CO | 2,545 | $476.0M | 0.11% | |
| 161 | IBMINTERNATIONAL BUSINESS MACHS | 1,670 | $471.2M | 0.11% | |
| 162 | VTIVANGUARD INDEX FDS | 1,368 | $449.0M | 0.10% | |
| 163 | IBBISHARES TR | 3,036 | $438.3M | 0.10% | |
| 164 | CGCARLYLE GROUP INC | 6,768 | $424.4M | 0.10% | |
| 165 | CITHE CIGNA GROUP | 1,468 | $423.2M | 0.10% | |
| 166 | IWDISHARES TR | 2,049 | $417.2M | 0.09% | |
| 167 | RIORIO TINTO PLC | 6,319 | $417.1M | 0.09% | |
| 168 | RYROYAL BK CDA | 2,800 | $412.5M | 0.09% | |
| 169 | DGRWWISDOMTREE TR | 4,545 | $404.3M | 0.09% | |
| 170 | CLCOLGATE PALMOLIVE CO | 5,019 | $401.3M | 0.09% | |
| 171 | EEMISHARES TR | 7,356 | $392.8M | 0.09% | |
| 172 | MDLZMONDELEZ INTL INC | 6,279 | $392.2M | 0.09% | |
| 173 | YUMYUM BRANDS INC | 2,518 | $382.7M | 0.09% | |
| 174 | CARRCARRIER GLOBAL CORPORATION | 6,393 | $381.7M | 0.09% | |
| 175 | BACVERIZON COMMUNICATIONS INC | 8,643 | $379.9M | 0.09% | |
| 176 | HDHOME DEPOT INC | 912 | $369.4M | 0.08% | |
| 177 | ISRGINTUITIVE SURGICAL INC | 812 | $363.2M | 0.08% | |
| 178 | BROBROWN & BROWN INC | 3,871 | $363.1M | 0.08% | |
| 179 | FLEXFLEX LTD | 5,929 | $343.7M | 0.08% | |
| 180 | SJMSMUCKER J M CO | 3,162 | $343.4M | 0.08% | |
| 181 | SLYGSPDR SERIES TRUST | 3,544 | $334.2M | 0.08% | |
| 182 | DOVDOVER CORP | 1,895 | $316.1M | 0.07% | |
| 183 | TSNTYSON FOODS INC | 5,750 | $312.2M | 0.07% | |
| 184 | NSCNORFOLK SOUTHN CORP | 997 | $299.5M | 0.07% | |
| 185 | EFGISHARES TR | 2,625 | $298.9M | 0.07% | |
| 186 | TYLTYLER TECHNOLOGIES INC | 569 | $297.7M | 0.07% | |
| 187 | CPCANADIAN PACIFIC KANSAS CITY | 3,805 | $283.4M | 0.06% | |
| 188 | KOCOCA COLA CO | 4,228 | $280.4M | 0.06% | |
| 189 | AMDADVANCED MICRO DEVICES INC | 1,671 | $270.4M | 0.06% | |
| 190 | DFSVDIMENSIONAL ETF TRUST | 8,459 | $269.3M | 0.06% | |
| 191 | DYHTARGET CORP | 2,905 | $260.6M | 0.06% | |
| 192 | USBUS BANCORP DEL | 5,207 | $251.7M | 0.06% | |
| 193 | VIGVANGUARD SPECIALIZED FUNDS | 1,163 | $250.9M | 0.06% | |
| 194 | MOALTRIA GROUP INC | 3,753 | $247.9M | 0.06% | |
| 195 | CBCHUBB LIMITED | 872 | $246.1M | 0.06% | |
| 196 | TTTRANE TECHNOLOGIES PLC | 583 | $246.0M | 0.06% | |
| 197 | SYYSYSCO CORP | 2,842 | $234.0M | 0.05% | |
| 198 | SCHDSCHWAB STRATEGIC TR | 8,328 | $227.3M | 0.05% | |
| 199 | IWSISHARES TR | 1,620 | $226.3M | 0.05% | |
| 200 | IMCGISHARES TR | 2,572 | $212.8M | 0.05% |