Managing Director

0001062993-15-005325.txt : 20151008 0001062993-15-005325.hdr.sgml : 20151008 20151008111740 ACCESSION NUMBER: 0001062993-15-005325 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151008 DATE AS OF CHANGE: 20151008 EFFECTIVENESS DATE: 20151008 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: 151150274 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 09-30-2015 09-30-2015 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 10-07-2015 0 133 132243 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES TR SP SMCP600VL ETF 464287879 5856 55881 SH SOLE 0 0 55881 ISHARES TR RUSSELL 2000 ETF 464287655 324 2966 SH SOLE 0 0 2966 SPDR S&P 500 ETF TR TR UNIT 78462F103 1119 5837 SH SOLE 0 0 5837 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1040 24018 SH SOLE 0 0 24018 ADOBE SYS INC COM 00724F101 406 4935 SH SOLE 0 0 4935 BRISTOL MYERS SQUIBB CO COM 110122108 758 12799 SH SOLE 0 0 12799 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 455 3489 SH SOLE 0 0 3489 E M C CORP MASS COM 268648102 1070 44277 SH SOLE 0 0 44277 EMERSON ELEC CO COM 291011104 800 18121 SH SOLE 0 0 18121 BOEING CO COM 097023105 815 6220 SH SOLE 0 0 6220 ONEOK INC NEW COM 682680103 232 7207 SH SOLE 0 0 7207 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 237 4189 SH SOLE 0 0 4189 AMGEN INC COM 031162100 1479 10690 SH SOLE 0 0 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SOLE 0 0 28325 MORGAN STANLEY COM NEW 617446448 669 21237 SH SOLE 0 0 21237 PROCTER & GAMBLE CO COM 742718109 1929 26809 SH SOLE 0 0 26809 GENERAL ELECTRIC CO COM 369604103 3026 119971 SH SOLE 0 0 119971 GILEAD SCIENCES INC COM 375558103 790 8042 SH SOLE 0 0 8042 GOLDMAN SACHS GROUP INC COM 38141G104 1272 7319 SH SOLE 0 0 7319 HOME DEPOT INC COM 437076102 225 1948 SH SOLE 0 0 1948 MCDONALDS CORP COM 580135101 335 3403 SH SOLE 0 0 3403 NIKE INC CL B 654106103 480 3903 SH SOLE 0 0 3903 BROADCOM CORP CL A 111320107 701 13626 SH SOLE 0 0 13626 JPMORGAN CHASE & CO COM 46625H100 2601 42656 SH SOLE 0 0 42656 MONDELEZ INTL INC CL A 609207105 375 8947 SH SOLE 0 0 8947 WELLS FARGO & CO NEW COM 949746101 2272 44247 SH SOLE 0 0 44247 PRAXAIR INC COM 74005P104 652 6404 SH SOLE 0 0 6404 UNITEDHEALTH GROUP INC COM 91324P102 1359 11715 SH SOLE 0 0 11715 AMERICAN TOWER CORP NEW COM 03027X100 1458 16575 SH SOLE 0 0 16575 UNITED TECHNOLOGIES CORP COM 913017109 2249 25270 SH SOLE 0 0 25270 3M CO COM 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12751 SH SOLE 0 0 12751 BHP BILLITON PLC SPONSORED ADR 05545E209 213 6950 SH SOLE 0 0 6950 MASTEC INC COM 576323109 294 18561 SH SOLE 0 0 18561 ROYAL BK CDA MONTREAL QUE COM 780087102 654 11842 SH SOLE 0 0 11842 VANGUARD WORLD FDS INF TECH ETF 92204A702 4306 43057 SH SOLE 0 0 43057 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 619 5255 SH SOLE 0 0 5255 ISHARES TR U.S. MED DVC ETF 464288810 510 4580 SH SOLE 0 0 4580 WESTERN UN CO COM 959802109 191 10402 SH SOLE 0 0 10402 SPECTRA ENERGY CORP COM 847560109 262 9957 SH SOLE 0 0 9957 SPDR SERIES TRUST S&P INS ETF 78464A789 2903 42992 SH SOLE 0 0 42992 ISHARES TR U.S. PFD STK ETF 464288687 304 7869 SH SOLE 0 0 7869 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 1214 19382 SH SOLE 0 0 19382 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 211 5911 SH SOLE 0 0 5911 VISA INC COM CL A 92826C839 1206 17308 SH SOLE 0 0 17308 PHILIP MORRIS INTL INC COM 718172109 2017 25427 SH SOLE 0 0 25427 NEWBRIDGE BANCORP CL A NO PAR 65080T102 223 26150 SH SOLE 0 0 26150 FIRST CTZNS BANCSHARES INC N CL A 31946M103 264 1167 SH SOLE 0 0 1167 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 1370 56389 SH SOLE 0 0 56389 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 276 10066 SH SOLE 0 0 10066 KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 16 17812 SH SOLE 0 0 17812 BAXALTA INC COM 07177M103 770 24442 SH SOLE 0 0 24442