Triangle Securities Wealth Management Buys The Walt Disney Co, Fidelity National Information …

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Raleigh, NC, based Investment company Triangle Securities Wealth Management (Current Portfolio) buys The Walt Disney Co, Fidelity National Information Services Inc, Twilio Inc, Activision Blizzard Inc, Anheuser-Busch InBev SA/NV, sells The Kraft Heinz Co, Sabre Corp, ViacomCBS Inc, AT&T Inc, Dell Technologies Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Triangle Securities Wealth Management. As of 2021Q4, Triangle Securities Wealth Management owns 177 stocks with a total value of $320 million. These are the details of the buys and sells.

  • New Purchases: DIS, TWLO, BUD, BKNG, CI, PPG, RJF,

  • Added Positions: FIS, SCHM, ATVI, IJR, LMT, RSP, IBB, HON, K, FB, MDT, FDX, EA, V, KKR, BMY, WFC, VRTX, VTV, VEEV, VHT, VOX, TROW, MRK, EMR, DD, STZ, CMCSA, KO, C, BA, BLK, AMZN, EL, VMC, COST, FANG, AXP, MO,

  • Reduced Positions: VGT, AAPL, VIAC, MSFT, LOW, COF, ORCL, GOOG, PNC, BX, AVGO, SCHX, TGT, INTC, GS, LLY, SPY, VUG, VTI, BIIB, BLL, PG, VZ, UNH, DGRW, CARR, IGV, WAB, VV, UPS, XLK, FCNCA, AMAT, SLB, GD, QCOM, COP, HD, NKE, MS, IBM, ECL, DOV, EFX, YUMC, CTSH, XLF, ACN, RYT, TJX, MA, NSC, DGX, UNP, UL, TXN,

  • Sold Out: KHC, SABR, T, DELL,

For the details of Triangle Securities Wealth Management’s stock buys and sells,
go to https://www.gurufocus.com/guru/triangle+securities+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of Triangle Securities Wealth Management

  1. Schwab U.S. Mid-Cap ETF (SCHM) – 168,658 shares, 4.25% of the total portfolio. Shares added by 3.18%

  2. Vanguard Information Technology ETF (VGT) – 26,424 shares, 3.79% of the total portfolio. Shares reduced by 5.08%

  3. Microsoft Corp (MSFT) – 32,979 shares, 3.47% of the total portfolio. Shares reduced by 3.05%

  4. SPDR S&P 600 Small Cap Value ETF (SLYV) – 116,917 shares, 3.10% of the total portfolio. Shares reduced by 1%

  5. Alphabet Inc (GOOG) – 2,875 shares, 2.60% of the total portfolio. Shares reduced by 1.78%

New Purchase: The Walt Disney Co (DIS)

Triangle Securities Wealth Management initiated holding in The Walt Disney Co. The purchase prices were between $142.15 and $177.71, with an estimated average price of $161. The stock is now traded at around $149.570000. The impact to a portfolio due to this purchase was 0.97%. The holding were 20,029 shares as of 2021-12-31.

New Purchase: Twilio Inc (TWLO)

Triangle Securities Wealth Management initiated holding in Twilio Inc. The purchase prices were between $248.17 and $369.23, with an estimated average price of $297.96. The stock is now traded at around $212.380000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,760 shares as of 2021-12-31.

New Purchase: Anheuser-Busch InBev SA/NV (BUD)

Triangle Securities Wealth Management initiated holding in Anheuser-Busch InBev SA/NV. The purchase prices were between $54.21 and $62.53, with an estimated average price of $58.25. The stock is now traded at around $67.245000. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,720 shares as of 2021-12-31.

New Purchase: Booking Holdings Inc (BKNG)

Triangle Securities Wealth Management initiated holding in Booking Holdings Inc. The purchase prices were between $2067.01 and $2648.2, with an estimated average price of $2368.61. The stock is now traded at around $2404.910000. The impact to a portfolio due to this purchase was 0.08%. The holding were 105 shares as of 2021-12-31.

New Purchase: Raymond James Financial Inc (RJF)

Triangle Securities Wealth Management initiated holding in Raymond James Financial Inc. The purchase prices were between $93.38 and $102.53, with an estimated average price of $98.97. The stock is now traded at around $107.570000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,117 shares as of 2021-12-31.

New Purchase: Cigna Corp (CI)

Triangle Securities Wealth Management initiated holding in Cigna Corp. The purchase prices were between $191.9 and $231.65, with an estimated average price of $212.85. The stock is now traded at around $239.680000. The impact to a portfolio due to this purchase was 0.07%. The holding were 980 shares as of 2021-12-31.

Added: Fidelity National Information Services Inc (FIS)

Triangle Securities Wealth Management added to a holding in Fidelity National Information Services Inc by 61.67%. The purchase prices were between $102.36 and $125.04, with an estimated average price of $112.73. The stock is now traded at around $116.670000. The impact to a portfolio due to this purchase was 0.16%. The holding were 12,020 shares as of 2021-12-31.

Added: Activision Blizzard Inc (ATVI)

Triangle Securities Wealth Management added to a holding in Activision Blizzard Inc by 132.21%. The purchase prices were between $57.28 and $81.19, with an estimated average price of $68.02. The stock is now traded at around $64.000000. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,978 shares as of 2021-12-31.

Added: Lockheed Martin Corp (LMT)

Triangle Securities Wealth Management added to a holding in Lockheed Martin Corp by 32.10%. The purchase prices were between $326.31 and $376.33, with an estimated average price of $345.82. The stock is now traded at around $367.310000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,391 shares as of 2021-12-31.

Added: iShares Nasdaq Biotechnology Index Fund (IBB)

Triangle Securities Wealth Management added to a holding in iShares Nasdaq Biotechnology Index Fund by 25.85%. The purchase prices were between $145.23 and $164.73, with an estimated average price of $154.73. The stock is now traded at around $135.950000. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,265 shares as of 2021-12-31.

Sold Out: The Kraft Heinz Co (KHC)

Triangle Securities Wealth Management sold out a holding in The Kraft Heinz Co. The sale prices were between $32.88 and $37.84, with an estimated average price of $35.9.

Sold Out: Sabre Corp (SABR)

Triangle Securities Wealth Management sold out a holding in Sabre Corp. The sale prices were between $7.31 and $12.28, with an estimated average price of $9.51.

Sold Out: AT&T Inc (T)

Triangle Securities Wealth Management sold out a holding in AT&T Inc. The sale prices were between $22.17 and $27.35, with an estimated average price of $24.71.

Sold Out: Dell Technologies Inc (DELL)

Triangle Securities Wealth Management sold out a holding in Dell Technologies Inc. The sale prices were between $52.45 and $58.91, with an estimated average price of $55.78.

Here is the complete portfolio of Triangle Securities Wealth Management. Also check out:

1. Triangle Securities Wealth Management’s Undervalued Stocks

2. Triangle Securities Wealth Management’s Top Growth Companies, and

3. Triangle Securities Wealth Management’s High Yield stocks

4. Stocks that Triangle Securities Wealth Management keeps buyingThis article first appeared on GuruFocus.

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