0001062993-14-000141.txt : 20140113 0001062993-14-000141.hdr.sgml : 20140113 20140113100224 ACCESSION NUMBER: 0001062993-14-000141 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140113 DATE AS OF CHANGE: 20140113 EFFECTIVENESS DATE: 20140113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Triangle Securities Wealth Management CENTRAL INDEX KEY: 0001541353 IRS NUMBER: 263040962 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14685 FILM NUMBER: 14523595 BUSINESS ADDRESS: STREET 1: 1301 ANNAPOLIS DRIVE CITY: RALEIGH STATE: NC ZIP: 27608 BUSINESS PHONE: 919-838-3224 MAIL ADDRESS: STREET 1: 1301 ANNAPOLIS DRIVE CITY: RALEIGH STATE: NC ZIP: 27608 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001541353 XXXXXXXX 12-31-2013 12-31-2013 Triangle Securities Wealth Management

1301 ANNAPOLIS DRIVE RALEIGH NC 27608

13F HOLDINGS REPORT 028-14685 N Cathy Thomas 919-838-3224 Cathy Thomas Raleigh NC 01-10-2014 0 122 123204 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES S&P MC 400GR ETF 464287606 293 1950 SH SOLE 0 0 1950 ISHARES CORE S&P SCP ETF 464287804 216 1980 SH SOLE 0 0 1980 ISHARES CORE S&P500 ETF 464287200 789 4250 SH SOLE 0 0 4250 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1144 30133 SH SOLE 0 0 30133 ADOBE SYS INC COM 00724F101 404 6750 SH SOLE 0 0 6750 BRISTOL MYERS SQUIBB CO COM 110122108 861 16192 SH SOLE 0 0 16192 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 202 1700 SH SOLE 0 0 1700 E M C CORP MASS COM 268648102 905 35970 SH SOLE 0 0 35970 BOEING CO COM 097023105 835 6119 SH SOLE 0 0 6119 ONEOK INC NEW COM 682680103 583 9382 SH SOLE 0 0 9382 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 294 7335 SH SOLE 0 0 7335 AMGEN INC COM 031162100 1009 8848 SH SOLE 0 0 8848 ANADARKO PETE CORP COM 032511107 1019 12844 SH SOLE 0 0 12844 ALTRIA GROUP INC COM 02209S103 463 12064 SH SOLE 0 0 12064 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 730 13677 SH SOLE 0 0 13677 INTEL CORP COM 458140100 1542 59392 SH SOLE 0 0 59392 ORACLE CORP COM 68389X105 2296 60013 SH SOLE 0 0 60013 DU PONT E I DE NEMOURS & CO COM 263534109 2253 34674 SH SOLE 0 0 34674 QUALCOMM INC COM 747525103 816 10985 SH SOLE 0 0 10985 DISNEY WALT CO COM DISNEY 254687106 1698 22221 SH SOLE 0 0 22221 HONEYWELL INTL INC COM 438516106 488 5342 SH SOLE 0 0 5342 SHERWIN WILLIAMS CO COM 824348106 423 2307 SH SOLE 0 0 2307 SYSCO CORP COM 871829107 210 5820 SH SOLE 0 0 5820 US BANCORP DEL COM NEW 902973304 237 5876 SH SOLE 0 0 5876 JOHNSON & JOHNSON COM 478160104 3132 34192 SH SOLE 0 0 34192 PFIZER INC COM 717081103 521 16998 SH SOLE 0 0 16998 EXELON CORP COM 30161N101 312 11395 SH SOLE 0 0 11395 LOWES COS INC COM 548661107 2821 56935 SH SOLE 0 0 56935 ISHARES MSCI EAFE ETF 464287465 253 3775 SH SOLE 0 0 3775 CHEVRON CORP NEW COM 166764100 1936 15501 SH SOLE 0 0 15501 MICROSOFT CORP COM 594918104 393 10497 SH SOLE 0 0 10497 AT&T INC COM 00206R102 938 26675 SH SOLE 0 0 26675 BB&T CORP COM 054937107 668 17905 SH SOLE 0 0 17905 CITIGROUP INC COM NEW 172967424 481 9238 SH SOLE 0 0 9238 INTERNATIONAL BUSINESS MACHS COM 459200101 787 4195 SH SOLE 0 0 4195 COCA COLA CO COM 191216100 227 5507 SH SOLE 0 0 5507 LOCKHEED MARTIN CORP COM 539830109 200 1347 SH SOLE 0 0 1347 PEPSICO INC COM 713448108 1863 22466 SH SOLE 0 0 22466 PPG INDS INC COM 693506107 563 2966 SH SOLE 0 0 2966 VERIZON COMMUNICATIONS INC COM 92343V104 2625 53426 SH SOLE 0 0 53426 ISHARES RUS MID-CAP ETF 464287499 296 1975 SH SOLE 0 0 1975 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 259 11844 SH SOLE 0 0 11844 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 259 7240 SH SOLE 0 0 7240 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 364 4840 SH SOLE 0 0 4840 BANK OF AMERICA CORPORATION COM 060505104 509 32719 SH SOLE 0 0 32719 EXXON MOBIL CORP COM 30231G102 5878 58081 SH SOLE 0 0 58081 WABTEC CORP COM 929740108 4148 55857 SH SOLE 0 0 55857 UNILEVER PLC SPON ADR NEW 904767704 874 21212 SH SOLE 0 0 21212 BAXTER INTL INC COM 071813109 893 12845 SH SOLE 0 0 12845 TARGET CORP COM 87612E106 1411 22296 SH SOLE 0 0 22296 CULLEN FROST BANKERS INC COM 229899109 1373 18442 SH SOLE 0 0 18442 COLGATE PALMOLIVE CO COM 194162103 430 6594 SH SOLE 0 0 6594 CVS CAREMARK CORPORATION COM 126650100 3069 42888 SH SOLE 0 0 42888 DOMINION RES INC VA NEW COM 25746U109 1201 18562 SH SOLE 0 0 18562 QUEST DIAGNOSTICS INC COM 74834L100 632 11805 SH SOLE 0 0 11805 SCHLUMBERGER LTD COM 806857108 1271 14101 SH SOLE 0 0 14101 MERCK & CO INC NEW COM 58933Y105 433 8645 SH SOLE 0 0 8645 MORGAN STANLEY COM NEW 617446448 915 29162 SH SOLE 0 0 29162 PROCTER & GAMBLE CO COM 742718109 1164 14295 SH SOLE 0 0 14295 GENERAL ELECTRIC CO COM 369604103 1590 56719 SH SOLE 0 0 56719 GOLDMAN SACHS GROUP INC COM 38141G104 1317 7428 SH SOLE 0 0 7428 MCDONALDS CORP COM 580135101 335 3453 SH SOLE 0 0 3453 NIKE INC CL B 654106103 339 4315 SH SOLE 0 0 4315 BROADCOM CORP CL A 111320107 353 11915 SH SOLE 0 0 11915 JPMORGAN CHASE & CO COM 46625H100 2392 40903 SH SOLE 0 0 40903 MONDELEZ INTL INC CL A 609207105 568 16091 SH SOLE 0 0 16091 WELLS FARGO & CO NEW COM 949746101 1927 42452 SH SOLE 0 0 42452 PRAXAIR INC COM 74005P104 254 1954 SH SOLE 0 0 1954 UNITEDHEALTH GROUP INC COM 91324P102 1237 16432 SH SOLE 0 0 16432 AMERICAN TOWER CORP NEW COM 03027X100 1358 17012 SH SOLE 0 0 17012 UNITED TECHNOLOGIES CORP COM 913017109 2611 22947 SH SOLE 0 0 22947 3M CO COM 88579Y101 606 4324 SH SOLE 0 0 4324 NEXTERA ENERGY INC COM 65339F101 1351 15784 SH SOLE 0 0 15784 DUKE ENERGY CORP NEW COM NEW 26441C204 1291 18712 SH SOLE 0 0 18712 APPLE INC COM 037833100 1006 1794 SH SOLE 0 0 1794 CATERPILLAR INC DEL COM 149123101 2255 24828 SH SOLE 0 0 24828 KINDER MORGAN INC DEL COM 49456B101 754 20943 SH SOLE 0 0 20943 COACH INC COM 189754104 1392 24807 SH SOLE 0 0 24807 PETSMART INC COM 716768106 498 6845 SH SOLE 0 0 6845 DEVON ENERGY CORP NEW COM 25179M103 768 12414 SH SOLE 0 0 12414 ECOLAB INC COM 278865100 983 9423 SH SOLE 0 0 9423 NETAPP INC COM 64110D104 488 11865 SH SOLE 0 0 11865 AMERICAN EXPRESS CO COM 025816109 261 2876 SH SOLE 0 0 2876 OCCIDENTAL PETE CORP DEL COM 674599105 200 2100 SH SOLE 0 0 2100 KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 3231 40055 SH SOLE 0 0 40055 L-3 COMMUNICATIONS HLDGS INC COM 502424104 834 7806 SH SOLE 0 0 7806 EXPRESS SCRIPTS HLDG CO COM 30219G108 299 4257 SH SOLE 0 0 4257 GENERAL DYNAMICS CORP COM 369550108 1096 11475 SH SOLE 0 0 11475 BIOGEN IDEC INC COM 09062X103 2673 9561 SH SOLE 0 0 9561 ISHARES SELECT DIVID ETF 464287168 1147 16070 SH SOLE 0 0 16070 FREEPORT-MCMORAN COPPER & GO COM 35671D857 1525 40421 SH SOLE 0 0 40421 MASCO CORP COM 574599106 327 14358 SH SOLE 0 0 14358 LINCOLN NATL CORP IND COM 534187109 251 4863 SH SOLE 0 0 4863 YUM BRANDS INC COM 988498101 558 7374 SH SOLE 0 0 7374 MICROSTRATEGY INC CL A NEW 594972408 241 1937 SH SOLE 0 0 1937 POLARIS INDS INC COM 731068102 1212 8325 SH SOLE 0 0 8325 TYSON FOODS INC CL A 902494103 1021 30500 SH SOLE 0 0 30500 CHICAGO BRIDGE & IRON CO N V COM 167250109 451 5420 SH SOLE 0 0 5420 BALL CORP COM 058498106 286 5530 SH SOLE 0 0 5530 GOOGLE INC CL A 38259P508 411 367 SH SOLE 0 0 367 VANGUARD INDEX FDS MID CAP ETF 922908629 337 3060 SH SOLE 0 0 3060 VANGUARD INDEX FDS SMALL CP ETF 922908751 248 2260 SH SOLE 0 0 2260 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 209 4030 SH SOLE 0 0 4030 SPDR SERIES TRUST S&P DIVID ETF 78464A763 920 12672 SH SOLE 0 0 12672 TEREX CORP NEW COM 880779103 749 17835 SH SOLE 0 0 17835 FIDELITY NATL INFORMATION SV COM 31620M106 890 16576 SH SOLE 0 0 16576 MASTEC INC COM 576323109 853 26070 SH SOLE 0 0 26070 ROYAL BK CDA MONTREAL QUE COM 780087102 737 10961 SH SOLE 0 0 10961 VANGUARD WORLD FDS INF TECH ETF 92204A702 3483 38903 SH SOLE 0 0 38903 ISHARES U.S. MED DVC ETF 464288810 505 5445 SH SOLE 0 0 5445 WESTERN UN CO COM 959802109 900 52185 SH SOLE 0 0 52185 SPECTRA ENERGY CORP COM 847560109 201 5634 SH SOLE 0 0 5634 SPDR SERIES TRUST S&P INS ETF 78464A789 2931 46465 SH SOLE 0 0 46465 ISHARES U.S. PFD STK ETF 464288687 475 12907 SH SOLE 0 0 12907 COVIDIEN PLC SHS G2554F113 886 13014 SH SOLE 0 0 13014 VISA INC COM CL A 92826C839 661 2970 SH SOLE 0 0 2970 PHILIP MORRIS INTL INC COM 718172109 2392 27454 SH SOLE 0 0 27454 TRIANGLE CAP CORP COM 895848109 415 15000 SH SOLE 0 0 15000 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 250 5387 SH SOLE 0 0 5387 FIRST CTZNS BANCSHARES INC N CL A 31946M103 338 1517 SH SOLE 0 0 1517 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 240 7600 SH SOLE 0 0 7600 KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 78 19312 SH SOLE 0 0 19312