0001062993-14-004226.txt : 20140716 0001062993-14-004226.hdr.sgml : 20140716 20140716123326 ACCESSION NUMBER: 0001062993-14-004226 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140716 DATE AS OF CHANGE: 20140716 EFFECTIVENESS DATE: 20140716 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: 14977527 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 06-30-2014 06-30-2014 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 07-10-2014 0 126 130525 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES S&P MC 400GR ETF 464287606 306 1950 SH SOLE 0 0 1950 ISHARES CORE S&P SCP ETF 464287804 222 1980 SH SOLE 0 0 1980 ISHARES CORE S&P500 ETF 464287200 837 4250 SH SOLE 0 0 4250 ISHARES RUSSELL 2000 ETF 464287655 216 1816 SH SOLE 0 0 1816 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1316 29743 SH SOLE 0 0 29743 ADOBE SYS INC COM 00724F101 515 7120 SH SOLE 0 0 7120 BRISTOL MYERS SQUIBB CO COM 110122108 779 16059 SH SOLE 0 0 16059 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 357 2820 SH SOLE 0 0 2820 E M C CORP MASS COM 268648102 1019 38680 SH SOLE 0 0 38680 EXPEDITORS INTL WASH INC COM 302130109 207 4695 SH SOLE 0 0 4695 BOEING CO COM 097023105 1119 8794 SH SOLE 0 0 8794 ONEOK INC NEW COM 682680103 627 9214 SH SOLE 0 0 9214 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 381 7275 SH SOLE 0 0 7275 AMGEN INC COM 031162100 1018 8600 SH SOLE 0 0 8600 ANADARKO PETE CORP COM 032511107 1425 13019 SH SOLE 0 0 13019 ALTRIA GROUP INC COM 02209S103 465 11078 SH SOLE 0 0 11078 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 894 16712 SH SOLE 0 0 16712 INTEL CORP COM 458140100 1799 58206 SH SOLE 0 0 58206 ORACLE CORP COM 68389X105 2359 58198 SH SOLE 0 0 58198 DU PONT E I DE NEMOURS & CO COM 263534109 2266 34624 SH SOLE 0 0 34624 QUALCOMM INC COM 747525103 896 11315 SH SOLE 0 0 11315 DISNEY WALT CO COM DISNEY 254687106 1902 22186 SH SOLE 0 0 22186 HONEYWELL INTL INC COM 438516106 459 4942 SH SOLE 0 0 4942 SHERWIN WILLIAMS CO COM 824348106 448 2163 SH SOLE 0 0 2163 US BANCORP DEL COM NEW 902973304 251 5801 SH SOLE 0 0 5801 JOHNSON & JOHNSON COM 478160104 3596 34370 SH SOLE 0 0 34370 PFIZER INC COM 717081103 511 17225 SH SOLE 0 0 17225 EXELON CORP COM 30161N101 460 12618 SH SOLE 0 0 12618 LOWES COS INC COM 548661107 2723 56735 SH SOLE 0 0 56735 ISHARES MSCI EAFE ETF 464287465 258 3775 SH SOLE 0 0 3775 CHEVRON CORP NEW COM 166764100 2079 15926 SH SOLE 0 0 15926 MICROSOFT CORP COM 594918104 438 10497 SH SOLE 0 0 10497 AT&T INC COM 00206R102 988 27952 SH SOLE 0 0 27952 BB&T CORP COM 054937107 653 16565 SH SOLE 0 0 16565 CITIGROUP INC COM NEW 172967424 543 11523 SH SOLE 0 0 11523 INTERNATIONAL BUSINESS MACHS COM 459200101 734 4049 SH SOLE 0 0 4049 COCA COLA CO COM 191216100 235 5559 SH SOLE 0 0 5559 PEPSICO INC COM 713448108 1997 22351 SH SOLE 0 0 22351 PPG INDS INC COM 693506107 623 2966 SH SOLE 0 0 2966 VERIZON COMMUNICATIONS INC COM 92343V104 2939 60073 SH SOLE 0 0 60073 ISHARES RUS MID-CAP ETF 464287499 370 2275 SH SOLE 0 0 2275 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 269 11844 SH SOLE 0 0 11844 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 278 7240 SH SOLE 0 0 7240 BANK OF AMERICA CORPORATION COM 060505104 560 36413 SH SOLE 0 0 36413 STARBUCKS CORP COM 855244109 250 3227 SH SOLE 0 0 3227 EXXON MOBIL CORP COM 30231G102 5853 58130 SH SOLE 0 0 58130 WABTEC CORP COM 929740108 4556 55166 SH SOLE 0 0 55166 UNILEVER PLC SPON ADR NEW 904767704 988 21802 SH SOLE 0 0 21802 BAXTER INTL INC COM 071813109 982 13585 SH SOLE 0 0 13585 TARGET CORP COM 87612E106 1290 22266 SH SOLE 0 0 22266 CULLEN FROST BANKERS INC COM 229899109 1465 18442 SH SOLE 0 0 18442 COLGATE PALMOLIVE CO COM 194162103 450 6594 SH SOLE 0 0 6594 CVS CAREMARK CORPORATION COM 126650100 3197 42423 SH SOLE 0 0 42423 DOMINION RES INC VA NEW COM 25746U109 1320 18452 SH SOLE 0 0 18452 QUEST DIAGNOSTICS INC COM 74834L100 731 12455 SH SOLE 0 0 12455 SCHLUMBERGER LTD COM 806857108 1462 12391 SH SOLE 0 0 12391 MERCK & CO INC NEW COM 58933Y105 485 8388 SH SOLE 0 0 8388 MORGAN STANLEY COM NEW 617446448 703 21732 SH SOLE 0 0 21732 PROCTER & GAMBLE CO COM 742718109 1180 15020 SH SOLE 0 0 15020 GENERAL ELECTRIC CO COM 369604103 1517 57730 SH SOLE 0 0 57730 GILEAD SCIENCES INC COM 375558103 841 10140 SH SOLE 0 0 10140 GOLDMAN SACHS GROUP INC COM 38141G104 1301 7771 SH SOLE 0 0 7771 MCDONALDS CORP COM 580135101 348 3453 SH SOLE 0 0 3453 NIKE INC CL B 654106103 440 5680 SH SOLE 0 0 5680 BROADCOM CORP CL A 111320107 445 11975 SH SOLE 0 0 11975 JPMORGAN CHASE & CO COM 46625H100 2442 42373 SH SOLE 0 0 42373 MONDELEZ INTL INC CL A 609207105 334 8893 SH SOLE 0 0 8893 WELLS FARGO & CO NEW COM 949746101 2151 40920 SH SOLE 0 0 40920 PRAXAIR INC COM 74005P104 260 1954 SH SOLE 0 0 1954 UNITEDHEALTH GROUP INC COM 91324P102 1325 16211 SH SOLE 0 0 16211 AMERICAN TOWER CORP NEW COM 03027X100 1502 16688 SH SOLE 0 0 16688 UNITED TECHNOLOGIES CORP COM 913017109 2604 22557 SH SOLE 0 0 22557 3M CO COM 88579Y101 619 4324 SH SOLE 0 0 4324 NEXTERA ENERGY INC COM 65339F101 1600 15614 SH SOLE 0 0 15614 DUKE ENERGY CORP NEW COM NEW 26441C204 1426 19222 SH SOLE 0 0 19222 APPLE INC COM 037833100 1289 13870 SH SOLE 0 0 13870 CATERPILLAR INC DEL COM 149123101 1661 15289 SH SOLE 0 0 15289 KINDER MORGAN INC DEL COM 49456B101 908 25044 SH SOLE 0 0 25044 PETSMART INC COM 716768106 432 7220 SH SOLE 0 0 7220 DEVON ENERGY CORP NEW COM 25179M103 1216 15319 SH SOLE 0 0 15319 ECOLAB INC COM 278865100 1037 9313 SH SOLE 0 0 9313 NETAPP INC COM 64110D104 604 16550 SH SOLE 0 0 16550 AMERICAN EXPRESS CO COM 025816109 273 2876 SH SOLE 0 0 2876 CANADIAN PAC RY LTD COM 13645T100 217 1196 SH SOLE 0 0 1196 OCCIDENTAL PETE CORP DEL COM 674599105 205 2000 SH SOLE 0 0 2000 KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 3304 40190 SH SOLE 0 0 40190 L-3 COMMUNICATIONS HLDGS INC COM 502424104 932 7721 SH SOLE 0 0 7721 EXPRESS SCRIPTS HLDG CO COM 30219G108 316 4557 SH SOLE 0 0 4557 GENERAL DYNAMICS CORP COM 369550108 1317 11300 SH SOLE 0 0 11300 SOUTHERN CO COM 842587107 205 4522 SH SOLE 0 0 4522 BIOGEN IDEC INC COM 09062X103 3047 9662 SH SOLE 0 0 9662 ISHARES SELECT DIVID ETF 464287168 1141 14825 SH SOLE 0 0 14825 FREEPORT-MCMORAN COPPER & GO COM 35671D857 1487 40729 SH SOLE 0 0 40729 MASCO CORP COM 574599106 376 16918 SH SOLE 0 0 16918 LINCOLN NATL CORP IND COM 534187109 232 4513 SH SOLE 0 0 4513 YUM BRANDS INC COM 988498101 599 7374 SH SOLE 0 0 7374 MICROSTRATEGY INC CL A NEW 594972408 272 1937 SH SOLE 0 0 1937 POLARIS INDS INC COM 731068102 1071 8225 SH SOLE 0 0 8225 TYSON FOODS INC CL A 902494103 863 23000 SH SOLE 0 0 23000 CHICAGO BRIDGE & IRON CO N V COM 167250109 390 5725 SH SOLE 0 0 5725 BALL CORP COM 058498106 347 5530 SH SOLE 0 0 5530 GOOGLE INC CL A 38259P508 368 629 SH SOLE 0 0 629 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 203 1819 SH SOLE 0 0 1819 VANGUARD INDEX FDS MID CAP ETF 922908629 363 3060 SH SOLE 0 0 3060 VANGUARD INDEX FDS SMALL CP ETF 922908751 265 2260 SH SOLE 0 0 2260 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 259 4315 SH SOLE 0 0 4315 PROTECTIVE LIFE CORP COM 743674103 226 3266 SH SOLE 0 0 3266 SPDR SERIES TRUST S&P DIVID ETF 78464A763 856 11170 SH SOLE 0 0 11170 TEREX CORP NEW COM 880779103 772 18780 SH SOLE 0 0 18780 FIDELITY NATL INFORMATION SV COM 31620M106 866 15816 SH SOLE 0 0 15816 MASTEC INC COM 576323109 1004 32565 SH SOLE 0 0 32565 ROYAL BK CDA MONTREAL QUE COM 780087102 804 11261 SH SOLE 0 0 11261 VANGUARD WORLD FDS INF TECH ETF 92204A702 3696 38183 SH SOLE 0 0 38183 ISHARES U.S. MED DVC ETF 464288810 555 5445 SH SOLE 0 0 5445 WESTERN UN CO COM 959802109 997 57495 SH SOLE 0 0 57495 SPECTRA ENERGY CORP COM 847560109 208 4889 SH SOLE 0 0 4889 SPDR SERIES TRUST S&P INS ETF 78464A789 2978 46411 SH SOLE 0 0 46411 ISHARES U.S. PFD STK ETF 464288687 279 6984 SH SOLE 0 0 6984 COVIDIEN PLC SHS G2554F113 1218 13509 SH SOLE 0 0 13509 VISA INC COM CL A 92826C839 922 4375 SH SOLE 0 0 4375 PHILIP MORRIS INTL INC COM 718172109 2368 28088 SH SOLE 0 0 28088 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 221 4387 SH SOLE 0 0 4387 NEWBRIDGE BANCORP CL A NO PAR 65080T102 243 30150 SH SOLE 0 0 30150 FIRST CTZNS BANCSHARES INC N CL A 31946M103 372 1517 SH SOLE 0 0 1517 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 257 7804 SH SOLE 0 0 7804 KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 80 28644 SH SOLE 0 0 28644