Portfolio (Quarterly)
Guide ↗
Triangle Securities Wealth Management
· CIK 0001541353| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XLRE | SELECT SECTOR SPDR TR | — | 53,931 | $2.2M | 0.50% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 3,778 | $854K | 0.19% | SOLD |
| 3 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,503 | $778K | 0.18% | SOLD |
| 4 | DD | DUPONT DE NEMOURS INC | Basic Materials | 15,095 | $691K | 0.16% | SOLD |
| 5 | ADBE | ADOBE INC | Technology | 2,598 | $632K | 0.14% | SOLD |
| 6 | BDX | BECTON DICKINSON & CO | Healthcare | 2,238 | $352K | 0.08% | SOLD |
| 7 | TYL | TYLER TECHNOLOGIES INC | Technology | 979 | $335K | 0.08% | SOLD |
| 8 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 3,973 | $229K | 0.05% | SOLD |
| 9 | LMT | LOCKHEED MARTIN CORP | Industrials | 371 | $224K | 0.05% | SOLD |
| 10 | DAR | DARLING INGREDIENTS INC | Consumer Defensive | 3,374 | $209K | 0.05% | SOLD |
Sector Allocation
Financial Services
23.3%
Technology
22.5%
Industrials
13.2%
Healthcare
10.8%
Consumer Cyclical
6.6%
Energy
5.8%
Consumer Defensive
5.6%
Communication Services
4.0%
Utilities
3.9%
Basic Materials
3.8%