0001062993-16-010434.txt : 20160707 0001062993-16-010434.hdr.sgml : 20160707 20160707110146 ACCESSION NUMBER: 0001062993-16-010434 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160707 DATE AS OF CHANGE: 20160707 EFFECTIVENESS DATE: 20160707 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: 161755826 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 06-30-2016 06-30-2016 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 06-30-2016 0 121 134023 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1215 23148 SH SOLE 0 0 23148 ADOBE SYS INC COM 00724F101 239 2500 SH SOLE 0 0 2500 BRISTOL MYERS SQUIBB CO COM 110122108 977 13289 SH SOLE 0 0 13289 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 920 6352 SH SOLE 0 0 6352 E M C CORP MASS COM 268648102 705 25951 SH SOLE 0 0 25951 EMERSON ELEC CO COM 291011104 1043 19991 SH SOLE 0 0 19991 BOEING CO COM 097023105 622 4790 SH SOLE 0 0 4790 AMGEN INC COM 031162100 1894 12445 SH SOLE 0 0 12445 ANADARKO PETE CORP COM 032511107 341 6400 SH SOLE 0 0 6400 ALTRIA GROUP INC COM 02209S103 871 12631 SH SOLE 0 0 12631 FEDEX CORP COM 31428X106 361 2381 SH SOLE 0 0 2381 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 328 7569 SH SOLE 0 0 7569 INTEL CORP COM 458140100 1304 39754 SH SOLE 0 0 39754 ORACLE CORP COM 68389X105 2465 60216 SH SOLE 0 0 60216 DU PONT E I DE NEMOURS & CO COM 263534109 1911 29484 SH SOLE 0 0 29484 QUALCOMM INC COM 747525103 514 9602 SH SOLE 0 0 9602 DISNEY WALT CO COM DISNEY 254687106 2748 28089 SH SOLE 0 0 28089 HONEYWELL INTL INC COM 438516106 598 5144 SH SOLE 0 0 5144 SHERWIN WILLIAMS CO COM 824348106 560 1906 SH SOLE 0 0 1906 US BANCORP DEL COM NEW 902973304 1312 32541 SH SOLE 0 0 32541 JOHNSON & JOHNSON COM 478160104 3668 30240 SH SOLE 0 0 30240 MEDTRONIC PLC SHS G5960L103 659 7594 SH SOLE 0 0 7594 PFIZER INC COM 717081103 667 18947 SH SOLE 0 0 18947 LOWES COS INC COM 548661107 2984 37687 SH SOLE 0 0 37687 AMERISOURCEBERGEN CORP COM 03073E105 532 6705 SH SOLE 0 0 6705 CHEVRON CORP NEW COM 166764100 1440 13738 SH SOLE 0 0 13738 MICROSOFT CORP COM 594918104 1954 38196 SH SOLE 0 0 38196 UNITED PARCEL SERVICE INC CL B 911312106 211 1955 SH SOLE 0 0 1955 AT&T INC COM 00206R102 1049 24288 SH SOLE 0 0 24288 BB&T CORP COM 054937107 1443 40520 SH SOLE 0 0 40520 CITIGROUP INC COM NEW 172967424 695 16407 SH SOLE 0 0 16407 INTERNATIONAL BUSINESS MACHS COM 459200101 448 2953 SH SOLE 0 0 2953 COCA COLA CO COM 191216100 318 7017 SH SOLE 0 0 7017 LOCKHEED MARTIN CORP COM 539830109 293 1179 SH SOLE 0 0 1179 PEPSICO INC COM 713448108 2054 19391 SH SOLE 0 0 19391 PPG INDS INC COM 693506107 423 4066 SH SOLE 0 0 4066 VERIZON COMMUNICATIONS INC COM 92343V104 2972 53223 SH SOLE 0 0 53223 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 305 4466 SH SOLE 0 0 4466 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 302 6960 SH SOLE 0 0 6960 YAHOO INC COM 984332106 242 6430 SH SOLE 0 0 6430 BANK AMER CORP COM 060505104 509 38391 SH SOLE 0 0 38391 STARBUCKS CORP COM 855244109 291 5102 SH SOLE 0 0 5102 EXXON MOBIL CORP COM 30231G102 5458 58223 SH SOLE 0 0 58223 WAL-MART STORES INC COM 931142103 764 10463 SH SOLE 0 0 10463 WABTEC CORP COM 929740108 2272 32348 SH SOLE 0 0 32348 UNION PAC CORP COM 907818108 252 2890 SH SOLE 0 0 2890 UNILEVER PLC SPON ADR NEW 904767704 948 19792 SH SOLE 0 0 19792 BAXTER INTL INC COM 071813109 576 12745 SH SOLE 0 0 12745 TARGET CORP COM 87612E106 1494 21404 SH SOLE 0 0 21404 COLGATE PALMOLIVE CO COM 194162103 956 13057 SH SOLE 0 0 13057 CAPITAL ONE FINL CORP COM 14040H105 637 10026 SH SOLE 0 0 10026 CVS HEALTH CORP COM 126650100 2593 27080 SH SOLE 0 0 27080 DOMINION RES INC VA NEW COM 25746U109 1256 16118 SH SOLE 0 0 16118 DIAGEO P L C SPON ADR NEW 25243Q205 501 4440 SH SOLE 0 0 4440 QUEST DIAGNOSTICS INC COM 74834L100 548 6733 SH SOLE 0 0 6733 SCHLUMBERGER LTD COM 806857108 1373 17367 SH SOLE 0 0 17367 MERCK & CO INC COM 58933Y105 1642 28505 SH SOLE 0 0 28505 MORGAN STANLEY COM NEW 617446448 349 13432 SH SOLE 0 0 13432 PROCTER & GAMBLE CO COM 742718109 2045 24151 SH SOLE 0 0 24151 GENERAL ELECTRIC CO COM 369604103 3631 115357 SH SOLE 0 0 115357 GILEAD SCIENCES INC COM 375558103 610 7317 SH SOLE 0 0 7317 GOLDMAN SACHS GROUP INC COM 38141G104 1078 7254 SH SOLE 0 0 7254 HOME DEPOT INC COM 437076102 231 1812 SH SOLE 0 0 1812 MCDONALDS CORP COM 580135101 369 3063 SH SOLE 0 0 3063 NIKE INC CL B 654106103 448 8110 SH SOLE 0 0 8110 JPMORGAN CHASE & CO COM 46625H100 2424 39002 SH SOLE 0 0 39002 MONDELEZ INTL INC CL A 609207105 421 9243 SH SOLE 0 0 9243 WELLS FARGO & CO NEW COM 949746101 2203 46535 SH SOLE 0 0 46535 PRAXAIR INC COM 74005P104 797 7089 SH SOLE 0 0 7089 UNITEDHEALTH GROUP INC COM 91324P102 1211 8575 SH SOLE 0 0 8575 AMERICAN TOWER CORP NEW COM 03027X100 1601 14088 SH SOLE 0 0 14088 UNITED TECHNOLOGIES CORP COM 913017109 2564 25005 SH SOLE 0 0 25005 3M CO COM 88579Y101 752 4295 SH SOLE 0 0 4295 COMCAST CORP NEW CL A 20030N101 216 3313 SH SOLE 0 0 3313 NORFOLK SOUTHERN CORP COM 655844108 390 4577 SH SOLE 0 0 4577 NEXTERA ENERGY INC COM 65339F101 1388 10642 SH SOLE 0 0 10642 DUKE ENERGY CORP NEW COM NEW 26441C204 2530 29486 SH SOLE 0 0 29486 APPLE INC COM 037833100 1559 16312 SH SOLE 0 0 16312 CATERPILLAR INC DEL COM 149123101 520 6859 SH SOLE 0 0 6859 DEVON ENERGY CORP NEW COM 25179M103 419 11559 SH SOLE 0 0 11559 ECOLAB INC COM 278865100 697 5873 SH SOLE 0 0 5873 L-3 COMMUNICATIONS HLDGS INC COM 502424104 871 5941 SH SOLE 0 0 5941 EXPRESS SCRIPTS HLDG CO COM 30219G108 842 11111 SH SOLE 0 0 11111 GENERAL DYNAMICS CORP COM 369550108 1128 8099 SH SOLE 0 0 8099 ALLERGAN PLC SHS G0177J108 375 1623 SH SOLE 0 0 1623 SOUTHERN CO COM 842587107 202 3762 SH SOLE 0 0 3762 BIOGEN INC COM 09062X103 1855 7670 SH SOLE 0 0 7670 ISHARES TR SELECT DIVID ETF 464287168 527 6180 SH SOLE 0 0 6180 SNAP ON INC COM 833034101 232 1472 SH SOLE 0 0 1472 REYNOLDS AMERICAN INC COM 761713106 272 5043 SH SOLE 0 0 5043 BECTON DICKINSON & CO COM 075887109 727 4286 SH SOLE 0 0 4286 YUM BRANDS INC COM 988498101 759 9149 SH SOLE 0 0 9149 MICROSTRATEGY INC CL A NEW 594972408 329 1877 SH SOLE 0 0 1877 POLARIS INDS INC COM 731068102 680 8317 SH SOLE 0 0 8317 TYSON FOODS INC CL A 902494103 885 13250 SH SOLE 0 0 13250 VALSPAR CORP COM 920355104 249 2304 SH SOLE 0 0 2304 BALL CORP COM 058498106 252 3490 SH SOLE 0 0 3490 ALPHABET INC CAP STK CL A 02079K305 316 449 SH SOLE 0 0 449 INTUITIVE SURGICAL INC COM NEW 46120E602 205 310 SH SOLE 0 0 310 BLACKROCK INC COM 09247X101 314 917 SH SOLE 0 0 917 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1187 14149 SH SOLE 0 0 14149 ROYAL BK CDA MONTREAL QUE COM 780087102 517 8751 SH SOLE 0 0 8751 NUVEEN N C PREM INCOME MUN F COM 67060P100 166 11233 SH SOLE 0 0 11233 VANGUARD WORLD FDS INF TECH ETF 92204A702 5224 48777 SH SOLE 0 0 48777 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 1648 13510 SH SOLE 0 0 13510 ISHARES TR U.S. MED DVC ETF 464288810 579 4275 SH SOLE 0 0 4275 SPECTRA ENERGY CORP COM 847560109 2209 60304 SH SOLE 0 0 60304 SPDR SERIES TRUST S&P INS ETF 78464A789 2772 38982 SH SOLE 0 0 38982 ISHARES TR U.S. PFD STK ETF 464288687 364 9129 SH SOLE 0 0 9129 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 1947 27245 SH SOLE 0 0 27245 VISA INC COM CL A 92826C839 1771 23878 SH SOLE 0 0 23878 PHILIP MORRIS INTL INC COM 718172109 2108 20719 SH SOLE 0 0 20719 YADKIN FINL CORP COM 984305102 332 13218 SH SOLE 0 0 13218 FIRST CTZNS BANCSHARES INC N CL A 31946M103 276 1067 SH SOLE 0 0 1067 BROADCOM LTD SHS Y09827109 478 3074 SH SOLE 0 0 3074 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 512 10285 SH SOLE 0 0 10285 PARAGON COML CORP COM NEW 69911U403 205 5850 SH SOLE 0 0 5850 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3726 88696 SH SOLE 0 0 88696 KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 0 11078 SH SOLE 0 0 11078 ALPHABET INC CAP STK CL C 02079K107 2636 3808 SH SOLE 0 0 3808 KRAFT HEINZ CO COM 500754106 236 2668 SH SOLE 0 0 2668