Managing Director

0001062993-16-008839.txt : 20160408 0001062993-16-008839.hdr.sgml : 20160408 20160408154048 ACCESSION NUMBER: 0001062993-16-008839 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160408 DATE AS OF CHANGE: 20160408 EFFECTIVENESS DATE: 20160408 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: 161562608 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 03-31-2016 03-31-2016 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 03-31-2016 0 137 153295 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES TR SP SMCP600VL ETF 464287879 6890 60798 SH SOLE 0 0 60798 ISHARES TR RUSSELL 2000 ETF 464287655 223 2017 SH SOLE 0 0 2017 SPDR S&P 500 ETF TR TR UNIT 78462F103 1611 7838 SH SOLE 0 0 7838 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1271 25618 SH SOLE 0 0 25618 ADOBE SYS INC COM 00724F101 463 4935 SH SOLE 0 0 4935 BRISTOL MYERS SQUIBB CO COM 110122108 866 13551 SH SOLE 0 0 13551 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 859 6052 SH SOLE 0 0 6052 E M C CORP MASS COM 268648102 1120 42036 SH SOLE 0 0 42036 EMERSON ELEC CO COM 291011104 1099 20216 SH SOLE 0 0 20216 BOEING CO COM 097023105 718 5660 SH SOLE 0 0 5660 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 221 4124 SH SOLE 0 0 4124 AMGEN INC COM 031162100 1870 12475 SH SOLE 0 0 12475 ANADARKO PETE CORP COM 032511107 402 8635 SH SOLE 0 0 8635 ALTRIA GROUP INC COM 02209S103 818 13051 SH SOLE 0 0 13051 FEDEX CORP COM 31428X106 416 2556 SH SOLE 0 0 2556 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 366 9017 SH SOLE 0 0 9017 INTEL CORP COM 458140100 1611 49812 SH SOLE 0 0 49812 ORACLE CORP COM 68389X105 2707 66159 SH SOLE 0 0 66159 DU PONT E I DE NEMOURS & CO COM 263534109 2088 32974 SH SOLE 0 0 32974 QUALCOMM INC COM 747525103 559 10927 SH SOLE 0 0 10927 DISNEY WALT CO COM DISNEY 254687106 3128 31499 SH SOLE 0 0 31499 HONEYWELL INTL INC COM 438516106 576 5144 SH SOLE 0 0 5144 SHERWIN WILLIAMS CO COM 824348106 559 1963 SH SOLE 0 0 1963 US BANCORP DEL COM NEW 902973304 1372 33796 SH SOLE 0 0 33796 JOHNSON & JOHNSON COM 478160104 3618 33441 SH SOLE 0 0 33441 MEDTRONIC PLC SHS G5960L103 592 7889 SH SOLE 0 0 7889 PFIZER INC COM 717081103 559 18845 SH SOLE 0 0 18845 EXELON CORP COM 30161N101 461 12864 SH SOLE 0 0 12864 LOWES COS INC COM 548661107 2858 37727 SH SOLE 0 0 37727 ISHARES TR MSCI EAFE ETF 464287465 224 3920 SH SOLE 0 0 3920 CHEVRON CORP NEW COM 166764100 1484 15558 SH SOLE 0 0 15558 MICROSOFT CORP COM 594918104 629 11386 SH SOLE 0 0 11386 UNITED PARCEL SERVICE INC CL B 911312106 206 1955 SH SOLE 0 0 1955 AT&T INC COM 00206R102 929 23724 SH SOLE 0 0 23724 BB&T CORP COM 054937107 1203 36161 SH SOLE 0 0 36161 CITIGROUP INC COM NEW 172967424 737 17647 SH SOLE 0 0 17647 INTERNATIONAL BUSINESS MACHS COM 459200101 516 3410 SH SOLE 0 0 3410 COCA COLA CO COM 191216100 326 7017 SH SOLE 0 0 7017 LOCKHEED MARTIN CORP COM 539830109 264 1194 SH SOLE 0 0 1194 PEPSICO INC COM 713448108 2123 20716 SH SOLE 0 0 20716 PPG INDS INC COM 693506107 453 4066 SH SOLE 0 0 4066 VERIZON COMMUNICATIONS INC COM 92343V104 3080 56950 SH SOLE 0 0 56950 ISHARES TR RUS MID-CAP ETF 464287499 394 2419 SH SOLE 0 0 2419 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 289 4671 SH SOLE 0 0 4671 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 271 12030 SH SOLE 0 0 12030 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 309 6960 SH SOLE 0 0 6960 YAHOO INC COM 984332106 272 7380 SH SOLE 0 0 7380 BANK AMER CORP COM 060505104 519 38353 SH SOLE 0 0 38353 STARBUCKS CORP COM 855244109 526 8806 SH SOLE 0 0 8806 EXXON MOBIL CORP COM 30231G102 5123 61285 SH SOLE 0 0 61285 WAL-MART STORES INC COM 931142103 825 12048 SH SOLE 0 0 12048 WABTEC CORP COM 929740108 2865 36138 SH SOLE 0 0 36138 UNION PAC CORP COM 907818108 230 2890 SH SOLE 0 0 2890 UNILEVER PLC SPON ADR NEW 904767704 943 20882 SH SOLE 0 0 20882 BAXTER INTL INC COM 071813109 684 16655 SH SOLE 0 0 16655 TARGET CORP COM 87612E106 1607 19529 SH SOLE 0 0 19529 COLGATE PALMOLIVE CO COM 194162103 1028 14557 SH SOLE 0 0 14557 CAPITAL ONE FINL CORP COM 14040H105 818 11806 SH SOLE 0 0 11806 CVS HEALTH CORP COM 126650100 3376 32542 SH SOLE 0 0 32542 DOMINION RES INC VA NEW COM 25746U109 1236 16458 SH SOLE 0 0 16458 DIAGEO P L C SPON ADR NEW 25243Q205 497 4605 SH SOLE 0 0 4605 QUEST DIAGNOSTICS INC COM 74834L100 867 12130 SH SOLE 0 0 12130 SCHLUMBERGER LTD COM 806857108 1456 19742 SH SOLE 0 0 19742 MERCK & CO INC NEW COM 58933Y105 1560 29480 SH SOLE 0 0 29480 MORGAN STANLEY COM NEW 617446448 522 20862 SH SOLE 0 0 20862 PROCTER & GAMBLE CO COM 742718109 2266 27536 SH SOLE 0 0 27536 GENERAL ELECTRIC CO COM 369604103 3876 121921 SH SOLE 0 0 121921 GILEAD SCIENCES INC COM 375558103 725 7897 SH SOLE 0 0 7897 GOLDMAN SACHS GROUP INC COM 38141G104 1162 7404 SH SOLE 0 0 7404 HOME DEPOT INC COM 437076102 256 1922 SH SOLE 0 0 1922 MCDONALDS CORP COM 580135101 428 3403 SH SOLE 0 0 3403 NIKE INC CL B 654106103 452 7351 SH SOLE 0 0 7351 JPMORGAN CHASE & CO COM 46625H100 2660 44918 SH SOLE 0 0 44918 MONDELEZ INTL INC CL A 609207105 358 8918 SH SOLE 0 0 8918 WELLS FARGO & CO NEW COM 949746101 2301 47574 SH SOLE 0 0 47574 PRAXAIR INC COM 74005P104 875 7649 SH SOLE 0 0 7649 UNITEDHEALTH GROUP INC COM 91324P102 1486 11525 SH SOLE 0 0 11525 AMERICAN TOWER CORP NEW COM 03027X100 1700 16608 SH SOLE 0 0 16608 UNITED TECHNOLOGIES CORP COM 913017109 2781 27785 SH SOLE 0 0 27785 3M CO COM 88579Y101 744 4465 SH SOLE 0 0 4465 COMCAST CORP NEW CL A 20030N101 202 3313 SH SOLE 0 0 3313 NORFOLK SOUTHERN CORP COM 655844108 435 5227 SH SOLE 0 0 5227 NEXTERA ENERGY INC COM 65339F101 1493 12612 SH SOLE 0 0 12612 DUKE ENERGY CORP NEW COM NEW 26441C204 2326 28835 SH SOLE 0 0 28835 APPLE INC COM 037833100 1875 17202 SH SOLE 0 0 17202 CATERPILLAR INC DEL COM 149123101 731 9554 SH SOLE 0 0 9554 CELGENE CORP COM 151020104 293 2931 SH SOLE 0 0 2931 DEVON ENERGY CORP NEW COM 25179M103 401 14599 SH SOLE 0 0 14599 ECOLAB INC COM 278865100 712 6383 SH SOLE 0 0 6383 L-3 COMMUNICATIONS HLDGS INC COM 502424104 799 6746 SH SOLE 0 0 6746 EXPRESS SCRIPTS HLDG CO COM 30219G108 806 11741 SH SOLE 0 0 11741 GENERAL DYNAMICS CORP COM 369550108 1189 9049 SH SOLE 0 0 9049 SOUTHERN CO COM 842587107 211 4082 SH SOLE 0 0 4082 BIOGEN INC COM 09062X103 2308 8865 SH SOLE 0 0 8865 ISHARES TR SELECT DIVID ETF 464287168 505 6180 SH SOLE 0 0 6180 V F CORP COM 918204108 284 4393 SH SOLE 0 0 4393 MASCO CORP COM 574599106 296 9421 SH SOLE 0 0 9421 SNAP ON INC COM 833034101 231 1472 SH SOLE 0 0 1472 REYNOLDS AMERICAN INC COM 761713106 254 5043 SH SOLE 0 0 5043 BECTON DICKINSON & CO COM 075887109 764 5031 SH SOLE 0 0 5031 YUM BRANDS INC COM 988498101 1017 12429 SH SOLE 0 0 12429 MICROSTRATEGY INC CL A NEW 594972408 348 1937 SH SOLE 0 0 1937 POLARIS INDS INC COM 731068102 942 9562 SH SOLE 0 0 9562 TYSON FOODS INC CL A 902494103 1008 15125 SH SOLE 0 0 15125 VALSPAR CORP COM 920355104 247 2304 SH SOLE 0 0 2304 BALL CORP COM 058498106 329 4620 SH SOLE 0 0 4620 ALPHABET INC CAP STK CL A 02079K305 426 559 SH SOLE 0 0 559 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 207 1682 SH SOLE 0 0 1682 VANGUARD INDEX FDS MID CAP ETF 922908629 413 3410 SH SOLE 0 0 3410 INTUITIVE SURGICAL INC COM NEW 46120E602 246 410 SH SOLE 0 0 410 BLACKROCK INC COM 09247X101 312 917 SH SOLE 0 0 917 VANGUARD INDEX FDS SMALL CP ETF 922908751 208 1862 SH SOLE 0 0 1862 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1255 15698 SH SOLE 0 0 15698 TEREX CORP NEW COM 880779103 212 8523 SH SOLE 0 0 8523 ROYAL BK CDA MONTREAL QUE COM 780087102 420 7302 SH SOLE 0 0 7302 NUVEEN N C PREM INCOME MUN F COM 67060P100 155 11233 SH SOLE 0 0 11233 VANGUARD WORLD FDS INF TECH ETF 92204A702 5733 52344 SH SOLE 0 0 52344 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 1856 14960 SH SOLE 0 0 14960 ISHARES TR U.S. MED DVC ETF 464288810 554 4520 SH SOLE 0 0 4520 WESTERN UN CO COM 959802109 196 10150 SH SOLE 0 0 10150 SPECTRA ENERGY CORP COM 847560109 1945 63574 SH SOLE 0 0 63574 SPDR SERIES TRUST S&P INS ETF 78464A789 3005 43402 SH SOLE 0 0 43402 ISHARES TR U.S. PFD STK ETF 464288687 373 9549 SH SOLE 0 0 9549 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 1712 24790 SH SOLE 0 0 24790 VISA INC COM CL A 92826C839 1918 25078 SH SOLE 0 0 25078 PHILIP MORRIS INTL INC COM 718172109 2446 24935 SH SOLE 0 0 24935 YADKIN FINL CORP COM 984305102 313 13218 SH SOLE 0 0 13218 FIRST CTZNS BANCSHARES INC N CL A 31946M103 293 1167 SH SOLE 0 0 1167 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 369 13652 SH SOLE 0 0 13652 BROADCOM LTD SHS Y09827109 887 5738 SH SOLE 0 0 5738 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 206 7600 SH SOLE 0 0 7600 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 382 7825 SH SOLE 0 0 7825 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 262 5038 SH SOLE 0 0 5038 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3224 79416 SH SOLE 0 0 79416 KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 0 11078 SH SOLE 0 0 11078 ALPHABET INC CAP STK CL C 02079K107 3172 4258 SH SOLE 0 0 4258 KRAFT HEINZ CO COM 500754106 227 2891 SH SOLE 0 0 2891