0001062993-14-006003.txt : 20141016 0001062993-14-006003.hdr.sgml : 20141016 20141016145406 ACCESSION NUMBER: 0001062993-14-006003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141016 DATE AS OF CHANGE: 20141016 EFFECTIVENESS DATE: 20141016 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: 141159568 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 09-30-2014 09-30-2014 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 10-16-2014 0 123 130131 false
INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES TR S&P MC 400GR ETF 464287606 295 1950 SH SOLE 0 0 1950 ISHARES TR CORE S&P SCP ETF 464287804 207 1980 SH SOLE 0 0 1980 ISHARES TR CORE S&P500 ETF 464287200 907 4575 SH SOLE 0 0 4575 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1221 29003 SH SOLE 0 0 29003 ADOBE SYS INC COM 00724F101 493 7120 SH SOLE 0 0 7120 BRISTOL MYERS SQUIBB CO COM 110122108 822 16059 SH SOLE 0 0 16059 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 390 2820 SH SOLE 0 0 2820 E M C CORP MASS COM 268648102 1132 38683 SH SOLE 0 0 38683 BOEING CO COM 097023105 1113 8734 SH SOLE 0 0 8734 ONEOK INC NEW COM 682680103 604 9207 SH SOLE 0 0 9207 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 351 6525 SH SOLE 0 0 6525 AMGEN INC COM 031162100 1185 8436 SH SOLE 0 0 8436 ANADARKO PETE CORP COM 032511107 1313 12939 SH SOLE 0 0 12939 ALTRIA GROUP INC COM 02209S103 509 11078 SH SOLE 0 0 11078 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 724 15744 SH SOLE 0 0 15744 INTEL CORP COM 458140100 2000 57452 SH SOLE 0 0 57452 ORACLE CORP COM 68389X105 2222 58048 SH SOLE 0 0 58048 DU PONT E I DE NEMOURS & CO COM 263534109 2460 34274 SH SOLE 0 0 34274 QUALCOMM INC COM 747525103 865 11575 SH SOLE 0 0 11575 DISNEY WALT CO COM DISNEY 254687106 1975 22186 SH SOLE 0 0 22186 HONEYWELL INTL INC COM 438516106 451 4842 SH SOLE 0 0 4842 SHERWIN WILLIAMS CO COM 824348106 469 2142 SH SOLE 0 0 2142 US BANCORP DEL COM NEW 902973304 243 5801 SH SOLE 0 0 5801 JOHNSON & JOHNSON COM 478160104 3659 34330 SH SOLE 0 0 34330 PFIZER INC COM 717081103 502 16977 SH SOLE 0 0 16977 EXELON CORP COM 30161N101 430 12620 SH SOLE 0 0 12620 LOWES COS INC COM 548661107 2883 54485 SH SOLE 0 0 54485 ISHARES TR MSCI EAFE ETF 464287465 242 3775 SH SOLE 0 0 3775 CHEVRON CORP NEW COM 166764100 1900 15926 SH SOLE 0 0 15926 MICROSOFT CORP COM 594918104 487 10497 SH SOLE 0 0 10497 AT&T INC COM 00206R102 952 27025 SH SOLE 0 0 27025 BB&T CORP COM 054937107 610 16405 SH SOLE 0 0 16405 CITIGROUP INC COM NEW 172967424 597 11523 SH SOLE 0 0 11523 INTERNATIONAL BUSINESS MACHS COM 459200101 769 4049 SH SOLE 0 0 4049 COCA COLA CO COM 191216100 237 5559 SH SOLE 0 0 5559 LOCKHEED MARTIN CORP COM 539830109 223 1220 SH SOLE 0 0 1220 PEPSICO INC COM 713448108 2081 22351 SH SOLE 0 0 22351 PPG INDS INC COM 693506107 584 2966 SH SOLE 0 0 2966 VERIZON COMMUNICATIONS INC COM 92343V104 3031 60642 SH SOLE 0 0 60642 ISHARES TR RUS MID-CAP ETF 464287499 360 2275 SH SOLE 0 0 2275 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 274 11844 SH SOLE 0 0 11844 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 289 7240 SH SOLE 0 0 7240 BANK AMER CORP COM 060505104 618 36259 SH SOLE 0 0 36259 STARBUCKS CORP COM 855244109 244 3227 SH SOLE 0 0 3227 EXXON MOBIL CORP COM 30231G102 5467 58133 SH SOLE 0 0 58133 WAL-MART STORES INC COM 931142103 200 2616 SH SOLE 0 0 2616 WABTEC CORP COM 929740108 4146 51161 SH SOLE 0 0 51161 UNION PAC CORP COM 907818108 200 1848 SH SOLE 0 0 1848 UNILEVER PLC SPON ADR NEW 904767704 914 21802 SH SOLE 0 0 21802 BAXTER INTL INC COM 071813109 1344 18720 SH SOLE 0 0 18720 TARGET CORP COM 87612E106 1396 22266 SH SOLE 0 0 22266 CULLEN FROST BANKERS INC COM 229899109 1411 18442 SH SOLE 0 0 18442 COLGATE PALMOLIVE CO COM 194162103 430 6594 SH SOLE 0 0 6594 CVS HEALTH CORP COM 126650100 3359 42198 SH SOLE 0 0 42198 DOMINION RES INC VA NEW COM 25746U109 1275 18452 SH SOLE 0 0 18452 QUEST DIAGNOSTICS INC COM 74834L100 753 12415 SH SOLE 0 0 12415 SCHLUMBERGER LTD COM 806857108 2059 20251 SH SOLE 0 0 20251 MERCK & CO INC NEW COM 58933Y105 497 8388 SH SOLE 0 0 8388 MORGAN STANLEY COM NEW 617446448 751 21732 SH SOLE 0 0 21732 PROCTER & GAMBLE CO COM 742718109 1409 16830 SH SOLE 0 0 16830 GENERAL ELECTRIC CO COM 369604103 1654 64578 SH SOLE 0 0 64578 GILEAD SCIENCES INC COM 375558103 1037 9740 SH SOLE 0 0 9740 GOLDMAN SACHS GROUP INC COM 38141G104 1427 7771 SH SOLE 0 0 7771 HOME DEPOT INC COM 437076102 200 2181 SH SOLE 0 0 2181 MCDONALDS CORP COM 580135101 327 3453 SH SOLE 0 0 3453 BROADCOM CORP CL A 111320107 484 11975 SH SOLE 0 0 11975 JPMORGAN CHASE & CO COM 46625H100 2553 42373 SH SOLE 0 0 42373 MONDELEZ INTL INC CL A 609207105 305 8893 SH SOLE 0 0 8893 WELLS FARGO & CO NEW COM 949746101 2119 40844 SH SOLE 0 0 40844 PRAXAIR INC COM 74005P104 269 2084 SH SOLE 0 0 2084 UNITEDHEALTH GROUP INC COM 91324P102 1297 15034 SH SOLE 0 0 15034 AMERICAN TOWER CORP NEW COM 03027X100 1525 16290 SH SOLE 0 0 16290 UNITED TECHNOLOGIES CORP COM 913017109 2382 22557 SH SOLE 0 0 22557 3M CO COM 88579Y101 613 4324 SH SOLE 0 0 4324 NEXTERA ENERGY INC COM 65339F101 1454 15489 SH SOLE 0 0 15489 DUKE ENERGY CORP NEW COM NEW 26441C204 1416 18936 SH SOLE 0 0 18936 APPLE INC COM 037833100 1366 13560 SH SOLE 0 0 13560 CATERPILLAR INC DEL COM 149123101 1514 15289 SH SOLE 0 0 15289 KINDER MORGAN INC DEL COM 49456B101 953 24844 SH SOLE 0 0 24844 DEVON ENERGY CORP NEW COM 25179M103 1051 15409 SH SOLE 0 0 15409 ECOLAB INC COM 278865100 1053 9174 SH SOLE 0 0 9174 NETAPP INC COM 64110D104 708 16475 SH SOLE 0 0 16475 AMERICAN EXPRESS CO COM 025816109 252 2876 SH SOLE 0 0 2876 CANADIAN PAC RY LTD COM 13645T100 248 1196 SH SOLE 0 0 1196 KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 3225 34576 SH SOLE 0 0 34576 L-3 COMMUNICATIONS HLDGS INC COM 502424104 885 7446 SH SOLE 0 0 7446 EXPRESS SCRIPTS HLDG CO COM 30219G108 321 4538 SH SOLE 0 0 4538 GENERAL DYNAMICS CORP COM 369550108 1436 11300 SH SOLE 0 0 11300 BIOGEN IDEC INC COM 09062X103 3066 9268 SH SOLE 0 0 9268 ISHARES TR SELECT DIVID ETF 464287168 766 10365 SH SOLE 0 0 10365 FREEPORT-MCMORAN INC CL B 35671D857 1330 40729 SH SOLE 0 0 40729 LINCOLN NATL CORP IND COM 534187109 232 4338 SH SOLE 0 0 4338 YUM BRANDS INC COM 988498101 570 7919 SH SOLE 0 0 7919 MICROSTRATEGY INC CL A NEW 594972408 253 1937 SH SOLE 0 0 1937 POLARIS INDS INC COM 731068102 1239 8270 SH SOLE 0 0 8270 TYSON FOODS INC CL A 902494103 906 23000 SH SOLE 0 0 23000 CHICAGO BRIDGE & IRON CO N V COM 167250109 283 4895 SH SOLE 0 0 4895 BALL CORP COM 058498106 350 5530 SH SOLE 0 0 5530 GOOGLE INC CL A 38259P508 370 629 SH SOLE 0 0 629 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 213 1819 SH SOLE 0 0 1819 VANGUARD INDEX FDS MID CAP ETF 922908629 359 3060 SH SOLE 0 0 3060 VANGUARD INDEX FDS SMALL CP ETF 922908751 250 2260 SH SOLE 0 0 2260 PROTECTIVE LIFE CORP COM 743674103 226 3251 SH SOLE 0 0 3251 SPDR SERIES TRUST S&P DIVID ETF 78464A763 888 11852 SH SOLE 0 0 11852 TEREX CORP NEW COM 880779103 597 18780 SH SOLE 0 0 18780 FIDELITY NATL INFORMATION SV COM 31620M106 880 15639 SH SOLE 0 0 15639 MASTEC INC COM 576323109 991 32365 SH SOLE 0 0 32365 ROYAL BK CDA MONTREAL QUE COM 780087102 781 10937 SH SOLE 0 0 10937 VANGUARD WORLD FDS INF TECH ETF 92204A702 3782 37793 SH SOLE 0 0 37793 ISHARES U.S. MED DVC ETF 464288810 541 5445 SH SOLE 0 0 5445 WESTERN UN CO COM 959802109 880 54870 SH SOLE 0 0 54870 SPDR SERIES TRUST S&P INS ETF 78464A789 2922 46411 SH SOLE 0 0 46411 ISHARES U.S. PFD STK ETF 464288687 276 6984 SH SOLE 0 0 6984 COVIDIEN PLC SHS G2554F113 1099 12699 SH SOLE 0 0 12699 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 835 12580 SH SOLE 0 0 12580 VISA INC COM CL A 92826C839 933 4375 SH SOLE 0 0 4375 PHILIP MORRIS INTL INC COM 718172109 2259 27088 SH SOLE 0 0 27088 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 210 4387 SH SOLE 0 0 4387 NEWBRIDGE BANCORP CL A NO PAR 65080T102 229 30150 SH SOLE 0 0 30150 FIRST CTZNS BANCSHARES INC N CL A 31946M103 258 1192 SH SOLE 0 0 1192 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 242 7804 SH SOLE 0 0 7804 KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 101 27812 SH SOLE 0 0 27812 GOOGLE INC CL C 38259P706 406 704 SH SOLE 0 0 704