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