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