Managing Director

0001062993-15-001917.txt : 20150413 0001062993-15-001917.hdr.sgml : 20150413 20150413171647 ACCESSION NUMBER: 0001062993-15-001917 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150413 DATE AS OF CHANGE: 20150413 EFFECTIVENESS DATE: 20150413 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: 15767359 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 03-31-2015 03-31-2015 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 04-13-2015 0 140 144426 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES TR S&P MC 400GR ETF 464287606 334 1950 SH SOLE 0 0 1950 ISHARES TR CORE S&P SCP ETF 464287804 259 2195 SH SOLE 0 0 2195 ISHARES TR SP SMCP600VL ETF 464287879 856 7201 SH SOLE 0 0 7201 ISHARES TR RUSSELL 2000 ETF 464287655 344 2766 SH SOLE 0 0 2766 SPDR S&P 500 ETF TR TR UNIT 78462F103 1593 7719 SH SOLE 0 0 7719 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1145 25763 SH SOLE 0 0 25763 ADOBE SYS INC COM 00724F101 595 8045 SH SOLE 0 0 8045 BRISTOL MYERS SQUIBB CO COM 110122108 891 13821 SH SOLE 0 0 13821 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 378 2620 SH SOLE 0 0 2620 E M C CORP MASS COM 268648102 1165 45577 SH SOLE 0 0 45577 EMERSON ELEC CO COM 291011104 592 10456 SH SOLE 0 0 10456 BOEING CO COM 097023105 993 6615 SH SOLE 0 0 6615 ONEOK INC NEW COM 682680103 403 8357 SH SOLE 0 0 8357 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 323 5189 SH SOLE 0 0 5189 AMGEN INC COM 031162100 1711 10706 SH SOLE 0 0 10706 ANADARKO PETE CORP COM 032511107 1079 13029 SH SOLE 0 0 13029 ALTRIA GROUP INC COM 02209S103 517 10338 SH SOLE 0 0 10338 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 587 12728 SH SOLE 0 0 12728 INTEL CORP COM 458140100 1433 45819 SH SOLE 0 0 45819 ORACLE CORP COM 68389X105 2407 55777 SH SOLE 0 0 55777 DU PONT E I DE NEMOURS & CO COM 263534109 2164 30282 SH SOLE 0 0 30282 QUALCOMM INC COM 747525103 1297 18711 SH SOLE 0 0 18711 DISNEY WALT CO COM DISNEY 254687106 2344 22351 SH SOLE 0 0 22351 HONEYWELL INTL INC COM 438516106 515 4936 SH SOLE 0 0 4936 SHERWIN WILLIAMS CO COM 824348106 569 1999 SH SOLE 0 0 1999 US BANCORP DEL COM NEW 902973304 626 14336 SH SOLE 0 0 14336 JOHNSON & JOHNSON COM 478160104 3445 34243 SH SOLE 0 0 34243 MEDTRONIC PLC SHS G5960L103 860 11030 SH SOLE 0 0 11030 PFIZER INC COM 717081103 657 18877 SH SOLE 0 0 18877 EXELON CORP COM 30161N101 733 21808 SH SOLE 0 0 21808 LOWES COS INC COM 548661107 3303 44407 SH SOLE 0 0 44407 ISHARES TR MSCI EAFE ETF 464287465 242 3775 SH SOLE 0 0 3775 CHEVRON CORP NEW COM 166764100 1681 16010 SH SOLE 0 0 16010 MICROSOFT CORP COM 594918104 430 10582 SH SOLE 0 0 10582 AT&T INC COM 00206R102 815 24948 SH SOLE 0 0 24948 BB&T CORP COM 054937107 626 16051 SH SOLE 0 0 16051 CITIGROUP INC COM NEW 172967424 792 15377 SH SOLE 0 0 15377 INTERNATIONAL BUSINESS MACHS COM 459200101 687 4282 SH SOLE 0 0 4282 COCA COLA CO COM 191216100 268 6618 SH SOLE 0 0 6618 LOCKHEED MARTIN CORP COM 539830109 248 1220 SH SOLE 0 0 1220 PEPSICO INC COM 713448108 2101 21975 SH SOLE 0 0 21975 PPG INDS INC COM 693506107 458 2032 SH SOLE 0 0 2032 VERIZON COMMUNICATIONS INC COM 92343V104 2922 60090 SH SOLE 0 0 60090 ISHARES TR RUS MID-CAP ETF 464287499 394 2275 SH SOLE 0 0 2275 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 300 12429 SH SOLE 0 0 12429 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 276 6660 SH SOLE 0 0 6660 YAHOO INC COM 984332106 431 9700 SH SOLE 0 0 9700 BANK AMER CORP COM 060505104 582 37840 SH SOLE 0 0 37840 STARBUCKS CORP COM 855244109 430 4542 SH SOLE 0 0 4542 EXXON MOBIL CORP COM 30231G102 5105 60056 SH SOLE 0 0 60056 WAL-MART STORES INC COM 931142103 215 2617 SH SOLE 0 0 2617 WABTEC CORP COM 929740108 3707 39016 SH SOLE 0 0 39016 UNION PAC CORP COM 907818108 200 1848 SH SOLE 0 0 1848 UNILEVER PLC SPON ADR NEW 904767704 927 22227 SH SOLE 0 0 22227 BAXTER INTL INC COM 071813109 1647 24045 SH SOLE 0 0 24045 TARGET CORP COM 87612E106 1829 22289 SH SOLE 0 0 22289 CULLEN FROST BANKERS INC COM 229899109 1217 17615 SH SOLE 0 0 17615 COLGATE PALMOLIVE CO COM 194162103 457 6594 SH SOLE 0 0 6594 CAPITAL ONE FINL CORP COM 14040H105 801 10161 SH SOLE 0 0 10161 CVS HEALTH CORP COM 126650100 4226 40943 SH SOLE 0 0 40943 DOMINION RES INC VA NEW COM 25746U109 1246 17587 SH SOLE 0 0 17587 QUEST DIAGNOSTICS INC COM 74834L100 1045 13600 SH SOLE 0 0 13600 SCHLUMBERGER LTD COM 806857108 1613 19332 SH SOLE 0 0 19332 MERCK & CO INC NEW COM 58933Y105 1265 22013 SH SOLE 0 0 22013 MORGAN STANLEY COM NEW 617446448 787 22042 SH SOLE 0 0 22042 PROCTER & GAMBLE CO COM 742718109 1753 21391 SH SOLE 0 0 21391 GENERAL ELECTRIC CO COM 369604103 2952 118983 SH SOLE 0 0 118983 GILEAD SCIENCES INC COM 375558103 872 8887 SH SOLE 0 0 8887 GOLDMAN SACHS GROUP INC COM 38141G104 1403 7464 SH SOLE 0 0 7464 HOME DEPOT INC COM 437076102 263 2318 SH SOLE 0 0 2318 MCDONALDS CORP COM 580135101 332 3403 SH SOLE 0 0 3403 NIKE INC CL B 654106103 479 4778 SH SOLE 0 0 4778 BROADCOM CORP CL A 111320107 636 14686 SH SOLE 0 0 14686 JPMORGAN CHASE & CO COM 46625H100 2588 42718 SH SOLE 0 0 42718 MONDELEZ INTL INC CL A 609207105 314 8707 SH SOLE 0 0 8707 WELLS FARGO & CO NEW COM 949746101 2203 40492 SH SOLE 0 0 40492 PRAXAIR INC COM 74005P104 494 4094 SH SOLE 0 0 4094 UNITEDHEALTH GROUP INC COM 91324P102 1544 13055 SH SOLE 0 0 13055 AMERICAN TOWER CORP NEW COM 03027X100 1469 15600 SH SOLE 0 0 15600 UNITED TECHNOLOGIES CORP COM 913017109 2566 21890 SH SOLE 0 0 21890 3M CO COM 88579Y101 713 4324 SH SOLE 0 0 4324 NEXTERA ENERGY INC COM 65339F101 1513 14537 SH SOLE 0 0 14537 DUKE ENERGY CORP NEW COM NEW 26441C204 1423 18531 SH SOLE 0 0 18531 APPLE INC COM 037833100 1570 12617 SH SOLE 0 0 12617 CATERPILLAR INC DEL COM 149123101 1161 14509 SH SOLE 0 0 14509 KINDER MORGAN INC DEL COM 49456B101 3934 93526 SH SOLE 0 0 93526 CELGENE CORP COM 151020104 362 3136 SH SOLE 0 0 3136 DEVON ENERGY CORP NEW COM 25179M103 915 15164 SH SOLE 0 0 15164 ECOLAB INC COM 278865100 822 7189 SH SOLE 0 0 7189 NETAPP INC COM 64110D104 611 17223 SH SOLE 0 0 17223 AMERICAN EXPRESS CO COM 025816109 225 2876 SH SOLE 0 0 2876 CANADIAN PAC RY LTD COM 13645T100 211 1156 SH SOLE 0 0 1156 L-3 COMMUNICATIONS HLDGS INC COM 502424104 876 6966 SH SOLE 0 0 6966 EXPRESS SCRIPTS HLDG CO COM 30219G108 408 4699 SH SOLE 0 0 4699 GENERAL DYNAMICS CORP COM 369550108 1360 10020 SH SOLE 0 0 10020 SOUTHERN CO COM 842587107 225 5072 SH SOLE 0 0 5072 BIOGEN INC COM 09062X103 3682 8720 SH SOLE 0 0 8720 ISHARES TR SELECT DIVID ETF 464287168 593 7605 SH SOLE 0 0 7605 FREEPORT-MCMORAN INC CL B 35671D857 496 26196 SH SOLE 0 0 26196 V F CORP COM 918204108 242 3210 SH SOLE 0 0 3210 MASCO CORP COM 574599106 252 9438 SH SOLE 0 0 9438 SNAP ON INC COM 833034101 235 1597 SH SOLE 0 0 1597 LINCOLN NATL CORP IND COM 534187109 263 4580 SH SOLE 0 0 4580 DOVER CORP COM 260003108 308 4460 SH SOLE 0 0 4460 CUMMINS INC COM 231021106 209 1504 SH SOLE 0 0 1504 YUM BRANDS INC COM 988498101 736 9354 SH SOLE 0 0 9354 MICROSTRATEGY INC CL A NEW 594972408 328 1937 SH SOLE 0 0 1937 POLARIS INDS INC COM 731068102 1203 8527 SH SOLE 0 0 8527 TYSON FOODS INC CL A 902494103 785 20500 SH SOLE 0 0 20500 VALSPAR CORP COM 920355104 201 2387 SH SOLE 0 0 2387 BALL CORP COM 058498106 393 5560 SH SOLE 0 0 5560 GOOGLE INC CL A 38259P508 321 579 SH SOLE 0 0 579 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 228 1680 SH SOLE 0 0 1680 VANGUARD INDEX FDS MID CAP ETF 922908629 445 3350 SH SOLE 0 0 3350 INTUITIVE SURGICAL INC COM NEW 46120E602 207 410 SH SOLE 0 0 410 VANGUARD INDEX FDS SMALL CP ETF 922908751 277 2260 SH SOLE 0 0 2260 SPDR SERIES TRUST S&P DIVID ETF 78464A763 996 12741 SH SOLE 0 0 12741 TEREX CORP NEW COM 880779103 316 11895 SH SOLE 0 0 11895 FIDELITY NATL INFORMATION SV COM 31620M106 921 13536 SH SOLE 0 0 13536 BHP BILLITON PLC SPONSORED ADR 05545E209 407 9185 SH SOLE 0 0 9185 MASTEC INC COM 576323109 523 27121 SH SOLE 0 0 27121 ROYAL BK CDA MONTREAL QUE COM 780087102 590 9772 SH SOLE 0 0 9772 VANGUARD WORLD FDS INF TECH ETF 92204A702 4361 40943 SH SOLE 0 0 40943 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 451 3680 SH SOLE 0 0 3680 ISHARES U.S. MED DVC ETF 464288810 632 5250 SH SOLE 0 0 5250 WESTERN UN CO COM 959802109 211 10150 SH SOLE 0 0 10150 SPDR SERIES TRUST S&P INS ETF 78464A789 3070 45766 SH SOLE 0 0 45766 ISHARES U.S. PFD STK ETF 464288687 316 7869 SH SOLE 0 0 7869 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 1279 18730 SH SOLE 0 0 18730 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 235 5911 SH SOLE 0 0 5911 VISA INC COM CL A 92826C839 1193 18236 SH SOLE 0 0 18236 PHILIP MORRIS INTL INC COM 718172109 1975 26213 SH SOLE 0 0 26213 NEWBRIDGE BANCORP CL A NO PAR 65080T102 233 26150 SH SOLE 0 0 26150 FIRST CTZNS BANCSHARES INC N CL A 31946M103 310 1192 SH SOLE 0 0 1192 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 1663 56412 SH SOLE 0 0 56412 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 304 10066 SH SOLE 0 0 10066 MARKET VECTORS ETF TR OIL SVCS ETF 57060U191 314 9310 SH SOLE 0 0 9310 KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 94 22812 SH SOLE 0 0 22812 KRAFT FOODS GROUP INC COM 50076Q106 253 2907 SH SOLE 0 0 2907 GOOGLE INC CL C 38259P706 2090 3813 SH SOLE 0 0 3813