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| Name: |
TRIANGLE SECURITIES WEALTH MANAGEMENT |
| City: |
RALEIGH |
| State: |
NC |
| Zip: |
27608 |
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data |
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| Holdings
Found :
23 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
XLK |
SPDR Technology Sector |
81 |
- |
$205.54 |
$1,213,000 |
5,825 |
0.35% |
92,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
ADSK |
Autodesk Inc |
90 |
- |
$217.77 |
$1,120,000 |
4,300 |
0.32% |
73,000 |
0 |
0.002 |
Technical & System So... |
|
|
GD |
General Dynamics Corp |
98 |
- |
$296.44 |
$1,029,000 |
3,644 |
0.29% |
83,000 |
0 |
0.001 |
Aerospace/Defense - M... |
|
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VO |
Vanguard Mid Cap VIPERS |
102 |
- |
$245.74 |
$989,000 |
3,960 |
0.28% |
68,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
IHI |
iShares Dow Jones US Medica... |
108 |
- |
$55.83 |
$905,000 |
15,447 |
0.26% |
71,000 |
0 |
0.011 |
Closed - End Fund - E... |
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PM |
Philip Morris International... |
114 |
- |
$99.66 |
$833,000 |
9,089 |
0.24% |
-22,000 |
0 |
0.001 |
Cigarettes & Other To... |
|
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FANG |
Diamondback Energy, Inc. |
121 |
- |
$202.19 |
$765,000 |
3,859 |
0.22% |
167,000 |
0 |
0.002 |
Independent Oil & Gas |
|
|
RIO |
Rio Tinto Plc (ADR) |
126 |
- |
$69.80 |
$682,000 |
10,696 |
0.19% |
-114,000 |
0 |
0.001 |
Gold |
|
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AXP |
American Express Co |
132 |
- |
$242.30 |
$617,000 |
2,710 |
0.18% |
109,000 |
0 |
0 |
Credit Services |
|
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BIIB |
Biogen Idec Inc |
140 |
- |
$221.50 |
$518,000 |
2,400 |
0.15% |
-103,000 |
0 |
0.002 |
Biotechnology |
|
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MMM |
3M Co |
148 |
- |
$98.93 |
$472,000 |
4,453 |
0.13% |
-15,000 |
0 |
0.001 |
Conglomerates |
|
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IBB |
iShares Tr Nasdaq Biotech |
155 |
- |
$133.40 |
$431,000 |
3,144 |
0.12% |
4,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
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ISRG |
Intuitive Surgical Inc |
159 |
- |
$372.63 |
$411,000 |
1,030 |
0.12% |
64,000 |
0 |
0 |
Medical Appliances & ... |
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VTI |
Vanguard Total Stock Market... |
160 |
- |
$258.05 |
$405,000 |
1,557 |
0.12% |
36,000 |
0 |
0 |
Closed - End Fund - E... |
|
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DGRW |
Wisdomtree Us Dividend Grow... |
162 |
- |
$75.52 |
$397,000 |
5,205 |
0.11% |
31,000 |
0 |
0.004 |
N/A |
|
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RY |
Royal Bank of Canada (USA) |
166 |
- |
$103.21 |
$387,000 |
3,839 |
0.11% |
-1,000 |
0 |
0 |
Foreign Money Center ... |
|
|
TXN |
Texas Instruments Inc |
171 |
- |
$187.05 |
$360,000 |
2,065 |
0.1% |
8,000 |
0 |
0 |
Semiconductor- Broad... |
|
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CP |
Canadian Pacific Railway Li... |
174 |
- |
$82.93 |
$335,000 |
3,805 |
0.1% |
34,000 |
0 |
0 |
Railroads |
|
|
IVV |
iShares Core S&P 500 Etf |
176 |
- |
$523.39 |
$319,000 |
606 |
0.09% |
30,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
TT |
Trane Technologies (Ingerso... |
182 |
- |
$331.98 |
$287,000 |
955 |
0.08% |
54,000 |
0 |
0 |
Diversified Machinery |
|
|
BLL |
Ball Corp |
185 |
- |
$69.16 |
$270,000 |
4,015 |
0.08% |
39,000 |
0 |
0.001 |
Packaging & Containers |
|
|
DOW |
DOW Inc |
186 |
- |
$59.41 |
$264,000 |
4,550 |
0.08% |
14,000 |
0 |
0.001 |
Diversified Chemicals |
|
|
PGF |
Invesco Financial Preferred... |
191 |
- |
$14.71 |
$222,000 |
14,594 |
0.06% |
9,000 |
0 |
0.017 |
Closed - End Fund - E... |
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