Managing Director

0001062993-15-000067.txt : 20150108 0001062993-15-000067.hdr.sgml : 20150108 20150108162220 ACCESSION NUMBER: 0001062993-15-000067 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150108 DATE AS OF CHANGE: 20150108 EFFECTIVENESS DATE: 20150108 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: 15516675 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 12-31-2014 12-31-2014 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 01-08-2015 0 135 140515 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES TR S&P MC 400GR ETF 464287606 311 1950 SH SOLE 0 0 1950 ISHARES TR CORE S&P SCP ETF 464287804 226 1980 SH SOLE 0 0 1980 ISHARES TR SP SMCP600VL ETF 464287879 646 5477 SH SOLE 0 0 5477 ISHARES TR RUSSELL 2000 ETF 464287655 331 2766 SH SOLE 0 0 2766 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1307 27688 SH SOLE 0 0 27688 ADOBE SYS INC COM 00724F101 585 8045 SH SOLE 0 0 8045 BRISTOL MYERS SQUIBB CO COM 110122108 948 16059 SH SOLE 0 0 16059 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 423 2820 SH SOLE 0 0 2820 E M C CORP MASS COM 268648102 1367 45951 SH SOLE 0 0 45951 EXPEDITORS INTL WASH INC COM 302130109 256 5745 SH SOLE 0 0 5745 BOEING CO COM 097023105 1057 8129 SH SOLE 0 0 8129 ONEOK INC NEW COM 682680103 416 8357 SH SOLE 0 0 8357 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 336 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464287465 230 3775 SH SOLE 0 0 3775 CHEVRON CORP NEW COM 166764100 1785 15915 SH SOLE 0 0 15915 MICROSOFT CORP COM 594918104 488 10497 SH SOLE 0 0 10497 UNITED PARCEL SERVICE INC CL B 911312106 212 1905 SH SOLE 0 0 1905 AT&T INC COM 00206R102 837 24927 SH SOLE 0 0 24927 BB&T CORP COM 054937107 597 15351 SH SOLE 0 0 15351 CITIGROUP INC COM NEW 172967424 715 13222 SH SOLE 0 0 13222 INTERNATIONAL BUSINESS MACHS COM 459200101 675 4207 SH SOLE 0 0 4207 COCA COLA CO COM 191216100 226 5359 SH SOLE 0 0 5359 LOCKHEED MARTIN CORP COM 539830109 235 1220 SH SOLE 0 0 1220 PEPSICO INC COM 713448108 2076 21951 SH SOLE 0 0 21951 PPG INDS INC COM 693506107 686 2966 SH SOLE 0 0 2966 VERIZON COMMUNICATIONS INC COM 92343V104 2788 59602 SH SOLE 0 0 59602 ISHARES TR RUS MID-CAP ETF 464287499 380 2275 SH SOLE 0 0 2275 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 293 11844 SH SOLE 0 0 11844 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 275 6660 SH SOLE 0 0 6660 BANK AMER CORP COM 060505104 625 34929 SH SOLE 0 0 34929 STARBUCKS CORP COM 855244109 370 4512 SH SOLE 0 0 4512 EXXON MOBIL CORP COM 30231G102 5431 58745 SH SOLE 0 0 58745 WAL-MART STORES INC COM 931142103 225 2616 SH SOLE 0 0 2616 WABTEC CORP COM 929740108 3934 45278 SH SOLE 0 0 45278 UNION PAC CORP COM 907818108 220 1848 SH SOLE 0 0 1848 UNILEVER PLC SPON ADR NEW 904767704 916 22617 SH SOLE 0 0 22617 BAXTER INTL INC COM 071813109 1548 21115 SH SOLE 0 0 21115 TARGET CORP COM 87612E106 1802 23738 SH SOLE 0 0 23738 CULLEN FROST BANKERS INC COM 229899109 1312 18579 SH SOLE 0 0 18579 COLGATE PALMOLIVE CO COM 194162103 456 6594 SH SOLE 0 0 6594 CVS HEALTH CORP COM 126650100 4223 43848 SH SOLE 0 0 43848 DOMINION RES INC VA NEW COM 25746U109 1394 18122 SH SOLE 0 0 18122 QUEST DIAGNOSTICS INC COM 74834L100 921 13740 SH SOLE 0 0 13740 SCHLUMBERGER LTD COM 806857108 1473 17246 SH SOLE 0 0 17246 MERCK & CO INC NEW COM 58933Y105 482 8488 SH SOLE 0 0 8488 MORGAN STANLEY COM NEW 617446448 861 22182 SH SOLE 0 0 22182 PROCTER & GAMBLE CO COM 742718109 1704 18707 SH SOLE 0 0 18707 GENERAL ELECTRIC CO COM 369604103 2845 112600 SH SOLE 0 0 112600 GILEAD SCIENCES INC COM 375558103 838 8890 SH SOLE 0 0 8890 GOLDMAN SACHS GROUP INC COM 38141G104 1463 7546 SH SOLE 0 0 7546 HOME DEPOT INC COM 437076102 229 2181 SH SOLE 0 0 2181 MCDONALDS CORP COM 580135101 319 3403 SH SOLE 0 0 3403 NIKE INC CL B 654106103 485 5045 SH SOLE 0 0 5045 BROADCOM CORP CL A 111320107 651 15015 SH SOLE 0 0 15015 JPMORGAN CHASE & CO COM 46625H100 2671 42678 SH SOLE 0 0 42678 MONDELEZ INTL INC CL A 609207105 316 8707 SH SOLE 0 0 8707 WELLS FARGO & CO NEW COM 949746101 2194 40019 SH SOLE 0 0 40019 PRAXAIR INC COM 74005P104 480 3704 SH SOLE 0 0 3704 UNITEDHEALTH GROUP INC COM 91324P102 1477 14609 SH SOLE 0 0 14609 AMERICAN TOWER CORP NEW COM 03027X100 1584 16025 SH SOLE 0 0 16025 UNITED TECHNOLOGIES CORP COM 913017109 2552 22192 SH SOLE 0 0 22192 3M CO COM 88579Y101 711 4324 SH SOLE 0 0 4324 NEXTERA ENERGY INC COM 65339F101 1597 15029 SH SOLE 0 0 15029 DUKE ENERGY CORP NEW COM NEW 26441C204 1544 18485 SH SOLE 0 0 18485 APPLE INC COM 037833100 1532 13879 SH SOLE 0 0 13879 CATERPILLAR INC DEL COM 149123101 1487 16244 SH SOLE 0 0 16244 KINDER MORGAN INC DEL COM 49456B101 4350 102808 SH SOLE 0 0 102808 CELGENE CORP COM 151020104 358 3198 SH SOLE 0 0 3198 DEVON ENERGY CORP NEW COM 25179M103 934 15254 SH SOLE 0 0 15254 ECOLAB INC COM 278865100 889 8508 SH SOLE 0 0 8508 NETAPP INC COM 64110D104 726 17505 SH SOLE 0 0 17505 AMERICAN EXPRESS CO COM 025816109 268 2876 SH SOLE 0 0 2876 CANADIAN PAC RY LTD COM 13645T100 223 1156 SH SOLE 0 0 1156 L-3 COMMUNICATIONS HLDGS INC COM 502424104 936 7416 SH SOLE 0 0 7416 EXPRESS SCRIPTS HLDG CO COM 30219G108 379 4481 SH SOLE 0 0 4481 GENERAL DYNAMICS CORP COM 369550108 1420 10320 SH SOLE 0 0 10320 SOUTHERN CO COM 842587107 222 4522 SH SOLE 0 0 4522 BIOGEN IDEC INC COM 09062X103 3334 9821 SH SOLE 0 0 9821 ISHARES TR SELECT DIVID ETF 464287168 706 8895 SH SOLE 0 0 8895 FREEPORT-MCMORAN INC CL B 35671D857 670 28699 SH SOLE 0 0 28699 V F CORP COM 918204108 234 3130 SH SOLE 0 0 3130 MASCO CORP COM 574599106 238 9438 SH SOLE 0 0 9438 SNAP ON INC COM 833034101 218 1597 SH SOLE 0 0 1597 LINCOLN NATL CORP IND COM 534187109 250 4338 SH SOLE 0 0 4338 DOVER CORP COM 260003108 283 3950 SH SOLE 0 0 3950 CUMMINS INC COM 231021106 241 1674 SH SOLE 0 0 1674 YUM BRANDS INC COM 988498101 681 9354 SH SOLE 0 0 9354 MICROSTRATEGY INC CL A NEW 594972408 315 1937 SH SOLE 0 0 1937 POLARIS INDS INC COM 731068102 1313 8682 SH SOLE 0 0 8682 TYSON FOODS INC CL A 902494103 922 23000 SH SOLE 0 0 23000 VALSPAR CORP COM 920355104 206 2377 SH SOLE 0 0 2377 BALL CORP COM 058498106 377 5530 SH SOLE 0 0 5530 GOOGLE INC CL A 38259P508 307 579 SH SOLE 0 0 579 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 211 1680 SH SOLE 0 0 1680 VANGUARD INDEX FDS MID CAP ETF 922908629 378 3060 SH SOLE 0 0 3060 INTUITIVE SURGICAL INC COM NEW 46120E602 217 410 SH SOLE 0 0 410 VANGUARD INDEX FDS SMALL CP ETF 922908751 264 2260 SH SOLE 0 0 2260 SPDR SERIES TRUST S&P DIVID ETF 78464A763 889 11285 SH SOLE 0 0 11285 TEREX CORP NEW COM 880779103 394 14115 SH SOLE 0 0 14115 FIDELITY NATL INFORMATION SV COM 31620M106 942 15139 SH SOLE 0 0 15139 MASTEC INC COM 576323109 788 34830 SH SOLE 0 0 34830 ROYAL BK CDA MONTREAL QUE COM 780087102 717 10377 SH SOLE 0 0 10377 VANGUARD WORLD FDS INF TECH ETF 92204A702 3961 37908 SH SOLE 0 0 37908 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 330 2820 SH SOLE 0 0 2820 ISHARES U.S. MED DVC ETF 464288810 594 5250 SH SOLE 0 0 5250 WESTERN UN CO COM 959802109 230 12850 SH SOLE 0 0 12850 SPDR SERIES TRUST S&P INS ETF 78464A789 3048 45706 SH SOLE 0 0 45706 ISHARES U.S. PFD STK ETF 464288687 279 7084 SH SOLE 0 0 7084 COVIDIEN PLC SHS G2554F113 1244 12159 SH SOLE 0 0 12159 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 1008 14665 SH SOLE 0 0 14665 VISA INC COM CL A 92826C839 1214 4630 SH SOLE 0 0 4630 PHILIP MORRIS INTL INC COM 718172109 2125 26093 SH SOLE 0 0 26093 NEWBRIDGE BANCORP CL A NO PAR 65080T102 228 26150 SH SOLE 0 0 26150 FIRST CTZNS BANCSHARES INC N CL A 31946M103 301 1192 SH SOLE 0 0 1192 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 1731 51322 SH SOLE 0 0 51322 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 220 7600 SH SOLE 0 0 7600 MARKET VECTORS ETF TR OIL SVCS ETF 57060U191 464 12905 SH SOLE 0 0 12905 KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 97 22812 SH SOLE 0 0 22812 GOOGLE INC CL C 38259P706 473 899 SH SOLE 0 0 899