0001062993-14-002115.txt : 20140414 0001062993-14-002115.hdr.sgml : 20140414 20140414120347 ACCESSION NUMBER: 0001062993-14-002115 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140414 DATE AS OF CHANGE: 20140414 EFFECTIVENESS DATE: 20140414 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: 14761797 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 03-31-2014 03-31-2014 Triangle Securities Wealth Management
1301 ANNAPOLIS DRIVE RALEIGH NC 27608
13F HOLDINGS REPORT 028-14685 N
Cathy Thomas Managing Director 919-838-3224 Cathy Thomas Raleigh NC 04-14-2014 0 115 111258 false
INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES S&P MC 400GR ETF 464287606 301 2350 SH SOLE 0 0 2350 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1426 36465 SH SOLE 0 0 36465 ADOBE SYS INC COM 00724F101 261 6000 SH SOLE 0 0 6000 BRISTOL MYERS SQUIBB CO COM 110122108 553 13414 SH SOLE 0 0 13414 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 505 4850 SH SOLE 0 0 4850 E M C CORP MASS COM 268648102 702 29365 SH SOLE 0 0 29365 BOEING CO COM 097023105 669 7795 SH SOLE 0 0 7795 ONEOK INC NEW COM 682680103 408 8557 SH SOLE 0 0 8557 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 306 7718 SH SOLE 0 0 7718 AMGEN INC COM 031162100 1069 10430 SH SOLE 0 0 10430 ANADARKO PETE CORP COM 032511107 1113 12730 SH SOLE 0 0 12730 ALTRIA GROUP INC COM 02209S103 382 11097 SH SOLE 0 0 11097 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 617 13158 SH SOLE 0 0 13158 INTEL CORP COM 458140100 1401 64142 SH SOLE 0 0 64142 ORACLE CORP COM 68389X105 2059 63693 SH SOLE 0 0 63693 DU PONT E I DE NEMOURS & CO COM 263534109 1706 34704 SH SOLE 0 0 34704 QUALCOMM INC COM 747525103 534 7980 SH SOLE 0 0 7980 DISNEY WALT CO COM DISNEY 254687106 1394 24536 SH SOLE 0 0 24536 HONEYWELL INTL INC COM 438516106 413 5483 SH SOLE 0 0 5483 SHERWIN WILLIAMS CO COM 824348106 412 2442 SH SOLE 0 0 2442 US BANCORP DEL COM NEW 902973304 229 6756 SH SOLE 0 0 6756 JOHNSON & JOHNSON COM 478160104 2936 36009 SH SOLE 0 0 36009 PFIZER INC COM 717081103 462 16010 SH SOLE 0 0 16010 EXELON CORP COM 30161N101 524 15190 SH SOLE 0 0 15190 LOWES COS INC COM 548661107 2420 63816 SH SOLE 0 0 63816 ISHARES MSCI EAFE ETF 464287465 223 3775 SH SOLE 0 0 3775 CHEVRON CORP NEW COM 166764100 1569 13209 SH SOLE 0 0 13209 MICROSOFT CORP COM 594918104 241 8412 SH SOLE 0 0 8412 AT&T INC COM 00206R102 747 20372 SH SOLE 0 0 20372 BB&T CORP COM 054937107 806 25673 SH SOLE 0 0 25673 CITIGROUP INC COM NEW 172967424 326 7360 SH SOLE 0 0 7360 INTERNATIONAL BUSINESS MACHS COM 459200101 746 3497 SH SOLE 0 0 3497 PEPSICO INC COM 713448108 1991 25162 SH SOLE 0 0 25162 PPG INDS INC COM 693506107 401 2991 SH SOLE 0 0 2991 VERIZON COMMUNICATIONS INC COM 92343V104 2760 56145 SH SOLE 0 0 56145 ISHARES RUS MID-CAP ETF 464287499 283 2225 SH SOLE 0 0 2225 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 220 12095 SH SOLE 0 0 12095 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 219 7240 SH SOLE 0 0 7240 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 318 4840 SH SOLE 0 0 4840 BANK OF AMERICA CORPORATION COM 060505104 442 36265 SH SOLE 0 0 36265 EXXON MOBIL CORP COM 30231G102 5319 59027 SH SOLE 0 0 59027 WABTEC CORP COM 929740108 3038 29753 SH SOLE 0 0 29753 UNILEVER PLC SPON ADR NEW 904767704 283 6700 SH SOLE 0 0 6700 BAXTER INTL INC COM 071813109 879 12100 SH SOLE 0 0 12100 TARGET CORP COM 87612E106 1698 24801 SH SOLE 0 0 24801 CULLEN FROST BANKERS INC COM 229899109 1217 19470 SH SOLE 0 0 19470 COLGATE PALMOLIVE CO COM 194162103 395 3350 SH SOLE 0 0 3350 CVS CAREMARK CORPORATION COM 126650100 2626 47760 SH SOLE 0 0 47760 DOMINION RES INC VA NEW COM 25746U109 1162 19980 SH SOLE 0 0 19980 QUEST DIAGNOSTICS INC COM 74834L100 770 13641 SH SOLE 0 0 13641 SCHLUMBERGER LTD COM 806857108 967 12911 SH SOLE 0 0 12911 MERCK & CO INC NEW COM 58933Y105 371 8392 SH SOLE 0 0 8392 MORGAN STANLEY COM NEW 617446448 624 28392 SH SOLE 0 0 28392 PROCTER & GAMBLE CO COM 742718109 1291 16751 SH SOLE 0 0 16751 GENERAL ELECTRIC CO COM 369604103 1268 54849 SH SOLE 0 0 54849 GOLDMAN SACHS GROUP INC COM 38141G104 1337 9088 SH SOLE 0 0 9088 MCDONALDS CORP COM 580135101 314 3153 SH SOLE 0 0 3153 NIKE INC CL B 654106103 263 4465 SH SOLE 0 0 4465 BROADCOM CORP CL A 111320107 263 7585 SH SOLE 0 0 7585 JPMORGAN CHASE & CO COM 46625H100 1950 41083 SH SOLE 0 0 41083 MONDELEZ INTL INC CL A 609207105 540 17632 SH SOLE 0 0 17632 WELLS FARGO & CO NEW COM 949746101 1745 47185 SH SOLE 0 0 47185 PRAXAIR INC COM 74005P104 218 1955 SH SOLE 0 0 1955 UNITEDHEALTH GROUP INC COM 91324P102 1125 19671 SH SOLE 0 0 19671 AMERICAN TOWER CORP NEW COM 03027X100 1187 15426 SH SOLE 0 0 15426 UNITED TECHNOLOGIES CORP COM 913017109 2335 24987 SH SOLE 0 0 24987 3M CO COM 88579Y101 445 4190 SH SOLE 0 0 4190 NEXTERA ENERGY INC COM 65339F101 1379 17749 SH SOLE 0 0 17749 DUKE ENERGY CORP NEW COM NEW 26441C204 1458 20084 SH SOLE 0 0 20084 APPLE INC COM 037833100 625 1413 SH SOLE 0 0 1413 CATERPILLAR INC DEL COM 149123101 1953 22458 SH SOLE 0 0 22458 KINDER MORGAN INC DEL COM 49456B101 542 14021 SH SOLE 0 0 14021 COACH INC COM 189754104 1352 27054 SH SOLE 0 0 27054 PETSMART INC COM 716768106 222 3580 SH SOLE 0 0 3580 DEVON ENERGY CORP NEW COM 25179M103 671 11898 SH SOLE 0 0 11898 ECOLAB INC COM 278865100 832 10380 SH SOLE 0 0 10380 NETAPP INC COM 64110D104 432 12640 SH SOLE 0 0 12640 KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 3383 37688 SH SOLE 0 0 37688 L-3 COMMUNICATIONS HLDGS INC COM 502424104 719 8891 SH SOLE 0 0 8891 EXPRESS SCRIPTS HLDG CO COM 30219G108 250 4345 SH SOLE 0 0 4345 GENERAL DYNAMICS CORP COM 369550108 980 13895 SH SOLE 0 0 13895 SOUTHERN CO COM 842587107 226 4827 SH SOLE 0 0 4827 GOLDCORP INC NEW COM 380956409 475 14120 SH SOLE 0 0 14120 BIOGEN IDEC INC COM 09062X103 1912 9925 SH SOLE 0 0 9925 ISHARES SELECT DIVID ETF 464287168 1287 20295 SH SOLE 0 0 20295 FREEPORT-MCMORAN COPPER & GO COM 35671D857 1533 46303 SH SOLE 0 0 46303 YUM BRANDS INC COM 988498101 544 7559 SH SOLE 0 0 7559 MICROSTRATEGY INC CL A NEW 594972408 249 2465 SH SOLE 0 0 2465 POLARIS INDS INC COM 731068102 959 10370 SH SOLE 0 0 10370 TYSON FOODS INC CL A 902494103 1070 43100 SH SOLE 0 0 43100 BALL CORP COM 058498106 418 8780 SH SOLE 0 0 8780 SPDR GOLD TRUST GOLD SHS 78463V107 419 2715 SH SOLE 0 0 2715 VANGUARD INDEX FDS MID CAP ETF 922908629 284 3060 SH SOLE 0 0 3060 INTUITIVE SURGICAL INC COM NEW 46120E602 201 410 SH SOLE 0 0 410 MANPOWERGROUP INC COM 56418H100 842 14850 SH SOLE 0 0 14850 VANGUARD INDEX FDS SMALL CP ETF 922908751 227 2490 SH SOLE 0 0 2490 SPDR SERIES TRUST S&P DIVID ETF 78464A763 880 13332 SH SOLE 0 0 13332 TEREX CORP NEW COM 880779103 622 18075 SH SOLE 0 0 18075 FIDELITY NATL INFORMATION SV COM 31620M106 788 19881 SH SOLE 0 0 19881 MASTEC INC COM 576323109 869 29795 SH SOLE 0 0 29795 ROYAL BK CDA MONTREAL QUE COM 780087102 757 12553 SH SOLE 0 0 12553 VANGUARD WORLD FDS INF TECH ETF 92204A702 2970 40735 SH SOLE 0 0 40735 ISHARES SILVER TRUST ISHARES 46428Q109 378 13790 SH SOLE 0 0 13790 ISHARES U.S. MED DVC ETF 464288810 525 6865 SH SOLE 0 0 6865 WESTERN UN CO COM 959802109 595 39535 SH SOLE 0 0 39535 SPDR SERIES TRUST S&P INS ETF 78464A789 2693 51915 SH SOLE 0 0 51915 ISHARES U.S. PFD STK ETF 464288687 542 13372 SH SOLE 0 0 13372 COVIDIEN PLC SHS G2554F113 852 12564 SH SOLE 0 0 12564 VISA INC COM CL A 92826C839 447 2630 SH SOLE 0 0 2630 PHILIP MORRIS INTL INC COM 718172109 2454 26466 SH SOLE 0 0 26466 TRIANGLE CAP CORP COM 895848109 712 25420 SH SOLE 0 0 25420 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 328 6830 SH SOLE 0 0 6830 FIRST CTZNS BANCSHARES INC N CL A 31946M103 1412 7729 SH SOLE 0 0 7729 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 212 7600 SH SOLE 0 0 7600 KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 54 10505 SH SOLE 0 0 10505