0001062993-15-003867.txt : 20150715 0001062993-15-003867.hdr.sgml : 20150715 20150715092638 ACCESSION NUMBER: 0001062993-15-003867 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150715 DATE AS OF CHANGE: 20150715 EFFECTIVENESS DATE: 20150715 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: 15988491 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 06-30-2015 06-30-2015 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 07-14-2015 0 133 141520 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES TR RUSSELL 2000 ETF 464287655 345 2766 SH SOLE 0 0 2766 SPDR S&P 500 ETF TR TR UNIT 78462F103 1256 6100 SH SOLE 0 0 6100 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1026 24753 SH SOLE 0 0 24753 ADOBE SYS INC COM 00724F101 652 8045 SH SOLE 0 0 8045 BRISTOL MYERS SQUIBB CO COM 110122108 920 13821 SH SOLE 0 0 13821 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 346 2545 SH SOLE 0 0 2545 E M C CORP MASS COM 268648102 1209 45827 SH SOLE 0 0 45827 EMERSON ELEC CO COM 291011104 652 11771 SH SOLE 0 0 11771 BOEING CO COM 097023105 884 6375 SH SOLE 0 0 6375 ONEOK INC NEW COM 682680103 336 8517 SH SOLE 0 0 8517 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 287 4849 SH SOLE 0 0 4849 AMGEN INC COM 031162100 1585 10326 SH SOLE 0 0 10326 ANADARKO PETE CORP COM 032511107 974 12479 SH SOLE 0 0 12479 ALTRIA GROUP INC COM 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GILEAD SCIENCES INC COM 375558103 986 8422 SH SOLE 0 0 8422 GOLDMAN SACHS GROUP INC COM 38141G104 1574 7539 SH SOLE 0 0 7539 HOME DEPOT INC COM 437076102 236 2123 SH SOLE 0 0 2123 MCDONALDS CORP COM 580135101 324 3403 SH SOLE 0 0 3403 NIKE INC CL B 654106103 464 4293 SH SOLE 0 0 4293 BROADCOM CORP CL A 111320107 738 14336 SH SOLE 0 0 14336 JPMORGAN CHASE & CO COM 46625H100 2891 42668 SH SOLE 0 0 42668 MONDELEZ INTL INC CL A 609207105 368 8947 SH SOLE 0 0 8947 WELLS FARGO & CO NEW COM 949746101 2278 40497 SH SOLE 0 0 40497 PRAXAIR INC COM 74005P104 489 4094 SH SOLE 0 0 4094 UNITEDHEALTH GROUP INC COM 91324P102 1462 11980 SH SOLE 0 0 11980 AMERICAN TOWER CORP NEW COM 03027X100 1551 16625 SH SOLE 0 0 16625 UNITED TECHNOLOGIES CORP COM 913017109 2450 22090 SH SOLE 0 0 22090 3M CO COM 88579Y101 667 4324 SH SOLE 0 0 4324 NEXTERA ENERGY INC COM 65339F101 1320 13462 SH SOLE 0 0 13462 DUKE ENERGY CORP NEW COM NEW 26441C204 1317 18646 SH SOLE 0 0 18646 APPLE INC COM 037833100 1545 12322 SH SOLE 0 0 12322 CATERPILLAR INC DEL COM 149123101 1220 14384 SH SOLE 0 0 14384 KINDER MORGAN INC DEL COM 49456B101 3478 90601 SH SOLE 0 0 90601 CELGENE CORP COM 151020104 361 3116 SH SOLE 0 0 3116 DEVON ENERGY CORP NEW COM 25179M103 869 14614 SH SOLE 0 0 14614 ECOLAB INC COM 278865100 789 6976 SH SOLE 0 0 6976 NETAPP INC COM 64110D104 518 16410 SH SOLE 0 0 16410 AMERICAN EXPRESS CO COM 025816109 224 2876 SH SOLE 0 0 2876 L-3 COMMUNICATIONS HLDGS INC COM 502424104 790 6966 SH SOLE 0 0 6966 EXPRESS SCRIPTS HLDG CO COM 30219G108 418 4699 SH SOLE 0 0 4699 GENERAL DYNAMICS CORP COM 369550108 1420 10020 SH SOLE 0 0 10020 SOUTHERN CO COM 842587107 213 5072 SH SOLE 0 0 5072 BIOGEN INC COM 09062X103 3513 8698 SH SOLE 0 0 8698 ISHARES TR SELECT DIVID ETF 464287168 491 6530 SH SOLE 0 0 6530 FREEPORT-MCMORAN INC CL B 35671D857 375 20119 SH SOLE 0 0 20119 V F CORP COM 918204108 251 3600 SH SOLE 0 0 3600 MASCO CORP COM 574599106 252 9438 SH SOLE 0 0 9438 SNAP ON INC COM 833034101 250 1572 SH SOLE 0 0 1572 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COM 780087102 598 9772 SH SOLE 0 0 9772 VANGUARD WORLD FDS INF TECH ETF 92204A702 4362 41058 SH SOLE 0 0 41058 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 509 4095 SH SOLE 0 0 4095 ISHARES U.S. MED DVC ETF 464288810 617 5150 SH SOLE 0 0 5150 WESTERN UN CO COM 959802109 206 10150 SH SOLE 0 0 10150 SPECTRA ENERGY CORP COM 847560109 221 6783 SH SOLE 0 0 6783 SPDR SERIES TRUST S&P INS ETF 78464A789 3112 45706 SH SOLE 0 0 45706 ISHARES U.S. PFD STK ETF 464288687 308 7869 SH SOLE 0 0 7869 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 1308 19425 SH SOLE 0 0 19425 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 234 5911 SH SOLE 0 0 5911 VISA INC COM CL A 92826C839 1194 17776 SH SOLE 0 0 17776 PHILIP MORRIS INTL INC COM 718172109 2097 26163 SH SOLE 0 0 26163 NEWBRIDGE BANCORP CL A NO PAR 65080T102 234 26150 SH SOLE 0 0 26150 FIRST CTZNS BANCSHARES INC N CL A 31946M103 307 1167 SH SOLE 0 0 1167 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 1804 58057 SH SOLE 0 0 58057 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 307 10066 SH SOLE 0 0 10066 MARKET VECTORS ETF TR OIL SVCS ETF 57060U191 325 9310 SH SOLE 0 0 9310 KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 48 17812 SH SOLE 0 0 17812 KRAFT FOODS GROUP INC COM 50076Q106 248 2907 SH SOLE 0 0 2907 GOOGLE INC CL C 38259P706 2132 4096 SH SOLE 0 0 4096