0001062993-16-011645.txt : 20161006
0001062993-16-011645.hdr.sgml : 20161006
20161006142713
ACCESSION NUMBER: 0001062993-16-011645
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160930
FILED AS OF DATE: 20161006
DATE AS OF CHANGE: 20161006
EFFECTIVENESS DATE: 20161006
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: 161924687
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
09-30-2016
09-30-2016
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
09-30-2016
0
123
144587
true
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
ISHARES TR
CORE S&P SCP ETF
464287804
714
5749
SH
SOLE
0
0
5749
ISHARES TR
SP SMCP600VL ETF
464287879
7383
59158
SH
SOLE
0
0
59158
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1221
5643
SH
SOLE
0
0
5643
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
1074
21918
SH
SOLE
0
0
21918
ADOBE SYS INC
COM
00724F101
271
2500
SH
SOLE
0
0
2500
BRISTOL MYERS SQUIBB CO
COM
110122108
1286
23854
SH
SOLE
0
0
23854
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
967
6692
SH
SOLE
0
0
6692
EMERSON ELEC CO
COM
291011104
1080
19821
SH
SOLE
0
0
19821
BOEING CO
COM
097023105
631
4790
SH
SOLE
0
0
4790
AMGEN INC
COM
031162100
1917
11490
SH
SOLE
0
0
11490
ANADARKO PETE CORP
COM
032511107
393
6205
SH
SOLE
0
0
6205
ALTRIA GROUP INC
COM
02209S103
799
12631
SH
SOLE
0
0
12631
FEDEX CORP
COM
31428X106
407
2331
SH
SOLE
0
0
2331
INTEL CORP
COM
458140100
1352
35819
SH
SOLE
0
0
35819
ORACLE CORP
COM
68389X105
1959
49872
SH
SOLE
0
0
49872
DU PONT E I DE NEMOURS & CO
COM
263534109
1957
29219
SH
SOLE
0
0
29219
QUALCOMM INC
COM
747525103
636
9282
SH
SOLE
0
0
9282
DISNEY WALT CO
COM DISNEY
254687106
2599
27984
SH
SOLE
0
0
27984
HONEYWELL INTL INC
COM
438516106
597
5119
SH
SOLE
0
0
5119
SHERWIN WILLIAMS CO
COM
824348106
473
1708
SH
SOLE
0
0
1708
US BANCORP DEL
COM NEW
902973304
1397
32561
SH
SOLE
0
0
32561
JOHNSON & JOHNSON
COM
478160104
3420
28949
SH
SOLE
0
0
28949
MEDTRONIC PLC
SHS
G5960L103
526
6092
SH
SOLE
0
0
6092
PFIZER INC
COM
717081103
569
16798
SH
SOLE
0
0
16798
LOWES COS INC
COM
548661107
3104
42992
SH
SOLE
0
0
42992
AMERISOURCEBERGEN CORP
COM
03073E105
593
7340
SH
SOLE
0
0
7340
CHEVRON CORP NEW
COM
166764100
1338
13004
SH
SOLE
0
0
13004
MICROSOFT CORP
COM
594918104
2199
38176
SH
SOLE
0
0
38176
UNITED PARCEL SERVICE INC
CL B
911312106
214
1955
SH
SOLE
0
0
1955
AT&T INC
COM
00206R102
787
19390
SH
SOLE
0
0
19390
BB&T CORP
COM
054937107
1563
41430
SH
SOLE
0
0
41430
CITIGROUP INC
COM NEW
172967424
801
16952
SH
SOLE
0
0
16952
INTERNATIONAL BUSINESS MACHS
COM
459200101
409
2574
SH
SOLE
0
0
2574
COCA COLA CO
COM
191216100
284
6707
SH
SOLE
0
0
6707
LOCKHEED MARTIN CORP
COM
539830109
283
1179
SH
SOLE
0
0
1179
PEPSICO INC
COM
713448108
2085
19166
SH
SOLE
0
0
19166
PPG INDS INC
COM
693506107
400
3866
SH
SOLE
0
0
3866
VERIZON COMMUNICATIONS INC
COM
92343V104
2744
52798
SH
SOLE
0
0
52798
SELECT SECTOR SPDR TR
SBI INT-ENERGY
81369Y506
311
4397
SH
SOLE
0
0
4397
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
328
6860
SH
SOLE
0
0
6860
BANK AMER CORP
COM
060505104
601
38391
SH
SOLE
0
0
38391
STARBUCKS CORP
COM
855244109
274
5053
SH
SOLE
0
0
5053
EXXON MOBIL CORP
COM
30231G102
5007
57368
SH
SOLE
0
0
57368
WAL-MART STORES INC
COM
931142103
739
10252
SH
SOLE
0
0
10252
WABTEC CORP
COM
929740108
2623
32128
SH
SOLE
0
0
32128
UNION PAC CORP
COM
907818108
282
2890
SH
SOLE
0
0
2890
UNILEVER PLC
SPON ADR NEW
904767704
896
18907
SH
SOLE
0
0
18907
BAXTER INTL INC
COM
071813109
232
4880
SH
SOLE
0
0
4880
TARGET CORP
COM
87612E106
1464
21319
SH
SOLE
0
0
21319
COLGATE PALMOLIVE CO
COM
194162103
957
12907
SH
SOLE
0
0
12907
CAPITAL ONE FINL CORP
COM
14040H105
705
9811
SH
SOLE
0
0
9811
LILLY ELI & CO
COM
532457108
894
11145
SH
SOLE
0
0
11145
CVS HEALTH CORP
COM
126650100
2357
26490
SH
SOLE
0
0
26490
DOMINION RES INC VA NEW
COM
25746U109
1258
16941
SH
SOLE
0
0
16941
DIAGEO P L C
SPON ADR NEW
25243Q205
515
4440
SH
SOLE
0
0
4440
QUEST DIAGNOSTICS INC
COM
74834L100
460
5438
SH
SOLE
0
0
5438
SCHLUMBERGER LTD
COM
806857108
1356
17242
SH
SOLE
0
0
17242
MERCK & CO INC
COM
58933Y105
1659
26590
SH
SOLE
0
0
26590
MORGAN STANLEY
COM NEW
617446448
391
12197
SH
SOLE
0
0
12197
PROCTER AND GAMBLE CO
COM
742718109
2148
23938
SH
SOLE
0
0
23938
GENERAL ELECTRIC CO
COM
369604103
3370
113789
SH
SOLE
0
0
113789
GILEAD SCIENCES INC
COM
375558103
504
6367
SH
SOLE
0
0
6367
GOLDMAN SACHS GROUP INC
COM
38141G104
1187
7363
SH
SOLE
0
0
7363
HOME DEPOT INC
COM
437076102
233
1812
SH
SOLE
0
0
1812
MCDONALDS CORP
COM
580135101
353
3063
SH
SOLE
0
0
3063
NIKE INC
CL B
654106103
424
8060
SH
SOLE
0
0
8060
JPMORGAN CHASE & CO
COM
46625H100
2553
38338
SH
SOLE
0
0
38338
MONDELEZ INTL INC
CL A
609207105
431
9818
SH
SOLE
0
0
9818
WELLS FARGO & CO NEW
COM
949746101
2109
47638
SH
SOLE
0
0
47638
PRAXAIR INC
COM
74005P104
851
7039
SH
SOLE
0
0
7039
GLOBAL PMTS INC
COM
37940X102
200
2610
SH
SOLE
0
0
2610
UNITEDHEALTH GROUP INC
COM
91324P102
1035
7396
SH
SOLE
0
0
7396
AMERICAN TOWER CORP NEW
COM
03027X100
1444
12743
SH
SOLE
0
0
12743
UNITED TECHNOLOGIES CORP
COM
913017109
2512
24720
SH
SOLE
0
0
24720
3M CO
COM
88579Y101
757
4295
SH
SOLE
0
0
4295
NORFOLK SOUTHERN CORP
COM
655844108
417
4292
SH
SOLE
0
0
4292
NEXTERA ENERGY INC
COM
65339F101
1253
10247
SH
SOLE
0
0
10247
DUKE ENERGY CORP NEW
COM NEW
26441C204
2339
29226
SH
SOLE
0
0
29226
APPLE INC
COM
037833100
1763
15592
SH
SOLE
0
0
15592
CATERPILLAR INC DEL
COM
149123101
588
6624
SH
SOLE
0
0
6624
DEVON ENERGY CORP NEW
COM
25179M103
457
10354
SH
SOLE
0
0
10354
ECOLAB INC
COM
278865100
683
5613
SH
SOLE
0
0
5613
L-3 COMMUNICATIONS HLDGS INC
COM
502424104
870
5771
SH
SOLE
0
0
5771
EXPRESS SCRIPTS HLDG CO
COM
30219G108
803
11381
SH
SOLE
0
0
11381
GENERAL DYNAMICS CORP
COM
369550108
1257
8099
SH
SOLE
0
0
8099
ALLERGAN PLC
SHS
G0177J108
395
1713
SH
SOLE
0
0
1713
BIOGEN INC
COM
09062X103
2216
7080
SH
SOLE
0
0
7080
ISHARES TR
SELECT DIVID ETF
464287168
517
6030
SH
SOLE
0
0
6030
SNAP ON INC
COM
833034101
220
1448
SH
SOLE
0
0
1448
REYNOLDS AMERICAN INC
COM
761713106
238
5043
SH
SOLE
0
0
5043
BECTON DICKINSON & CO
COM
075887109
724
4026
SH
SOLE
0
0
4026
YUM BRANDS INC
COM
988498101
779
8574
SH
SOLE
0
0
8574
MICROSTRATEGY INC
CL A NEW
594972408
300
1792
SH
SOLE
0
0
1792
POLARIS INDS INC
COM
731068102
442
5705
SH
SOLE
0
0
5705
TYSON FOODS INC
CL A
902494103
989
13250
SH
SOLE
0
0
13250
VALSPAR CORP
COM
920355104
241
2269
SH
SOLE
0
0
2269
BALL CORP
COM
058498106
274
3340
SH
SOLE
0
0
3340
ALPHABET INC
CAP STK CL A
02079K305
309
384
SH
SOLE
0
0
384
INTUITIVE SURGICAL INC
COM NEW
46120E602
225
310
SH
SOLE
0
0
310
BLACKROCK INC
COM
09247X101
332
917
SH
SOLE
0
0
917
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
1186
14061
SH
SOLE
0
0
14061
TEREX CORP NEW
COM
880779103
217
8523
SH
SOLE
0
0
8523
SALESFORCE COM INC
COM
79466L302
843
11825
SH
SOLE
0
0
11825
ROYAL BK CDA MONTREAL QUE
COM
780087102
537
8671
SH
SOLE
0
0
8671
MONOLITHIC PWR SYS INC
COM
609839105
204
2539
SH
SOLE
0
0
2539
VANGUARD WORLD FDS
INF TECH ETF
92204A702
5632
46790
SH
SOLE
0
0
46790
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
1718
13660
SH
SOLE
0
0
13660
ISHARES TR
U.S. MED DVC ETF
464288810
544
3740
SH
SOLE
0
0
3740
SPECTRA ENERGY CORP
COM
847560109
2538
59379
SH
SOLE
0
0
59379
SPDR SERIES TRUST
S&P INS ETF
78464A789
2894
39052
SH
SOLE
0
0
39052
ISHARES TR
U.S. PFD STK ETF
464288687
370
9369
SH
SOLE
0
0
9369
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
2069
28685
SH
SOLE
0
0
28685
VISA INC
COM CL A
92826C839
1900
22973
SH
SOLE
0
0
22973
PHILIP MORRIS INTL INC
COM
718172109
1915
19694
SH
SOLE
0
0
19694
YADKIN FINL CORP
COM
984305102
265
10075
SH
SOLE
0
0
10075
FIRST CTZNS BANCSHARES INC N
CL A
31946M103
262
890
SH
SOLE
0
0
890
BROADCOM LTD
SHS
Y09827109
473
2743
SH
SOLE
0
0
2743
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
582
11277
SH
SOLE
0
0
11277
PARAGON COML CORP
COM NEW
69911U403
212
5850
SH
SOLE
0
0
5850
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
4675
107432
SH
SOLE
0
0
107432
KINDER MORGAN INC DEL
*W EXP 05/25/201
49456B119
0
10896
SH
SOLE
0
0
10896
ALPHABET INC
CAP STK CL C
02079K107
2837
3650
SH
SOLE
0
0
3650
KRAFT HEINZ CO
COM
500754106
231
2583
SH
SOLE
0
0
2583