0001062993-17-001731.txt : 20170405
0001062993-17-001731.hdr.sgml : 20170405
20170405133320
ACCESSION NUMBER: 0001062993-17-001731
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170405
DATE AS OF CHANGE: 20170405
EFFECTIVENESS DATE: 20170405
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: 17741965
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
03-31-2017
03-31-2017
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
03-31-2017
0
130
156706
true
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
ISHARES TR
CORE S&P SCP ETF
464287804
882
12753
SH
SOLE
0
0
12753
ISHARES TR
SP SMCP600VL ETF
464287879
8002
57715
SH
SOLE
0
0
57715
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1149
4873
SH
SOLE
0
0
4873
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
1070
20858
SH
SOLE
0
0
20858
ADOBE SYS INC
COM
00724F101
497
3820
SH
SOLE
0
0
3820
BRISTOL MYERS SQUIBB CO
COM
110122108
2124
39059
SH
SOLE
0
0
39059
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1192
7152
SH
SOLE
0
0
7152
EMERSON ELEC CO
COM
291011104
1101
18391
SH
SOLE
0
0
18391
BOEING CO
COM
097023105
826
4670
SH
SOLE
0
0
4670
AMGEN INC
COM
031162100
1961
11954
SH
SOLE
0
0
11954
ANADARKO PETE CORP
COM
032511107
382
6160
SH
SOLE
0
0
6160
ALTRIA GROUP INC
COM
02209S103
860
12036
SH
SOLE
0
0
12036
FEDEX CORP
COM
31428X106
464
2376
SH
SOLE
0
0
2376
INTEL CORP
COM
458140100
1295
35905
SH
SOLE
0
0
35905
ORACLE CORP
COM
68389X105
2194
49182
SH
SOLE
0
0
49182
DU PONT E I DE NEMOURS & CO
COM
263534109
2238
27861
SH
SOLE
0
0
27861
QUALCOMM INC
COM
747525103
567
9887
SH
SOLE
0
0
9887
DISNEY WALT CO
COM DISNEY
254687106
3180
28049
SH
SOLE
0
0
28049
HONEYWELL INTL INC
COM
438516106
664
5316
SH
SOLE
0
0
5316
SHERWIN WILLIAMS CO
COM
824348106
531
1710
SH
SOLE
0
0
1710
US BANCORP DEL
COM NEW
902973304
1608
31231
SH
SOLE
0
0
31231
JOHNSON & JOHNSON
COM
478160104
3532
28357
SH
SOLE
0
0
28357
MEDTRONIC PLC
SHS
G5960L103
353
4381
SH
SOLE
0
0
4381
PFIZER INC
COM
717081103
573
16764
SH
SOLE
0
0
16764
LOWES COS INC
COM
548661107
3526
42896
SH
SOLE
0
0
42896
AMERISOURCEBERGEN CORP
COM
03073E105
1026
11590
SH
SOLE
0
0
11590
CHEVRON CORP NEW
COM
166764100
1484
13826
SH
SOLE
0
0
13826
MICROSOFT CORP
COM
594918104
2540
38560
SH
SOLE
0
0
38560
AT&T INC
COM
00206R102
803
19319
SH
SOLE
0
0
19319
BB&T CORP
COM
054937107
1766
39518
SH
SOLE
0
0
39518
CITIGROUP INC
COM NEW
172967424
1044
17452
SH
SOLE
0
0
17452
INTERNATIONAL BUSINESS MACHS
COM
459200101
531
3052
SH
SOLE
0
0
3052
COCA COLA CO
COM
191216100
240
5654
SH
SOLE
0
0
5654
LOCKHEED MARTIN CORP
COM
539830109
329
1231
SH
SOLE
0
0
1231
PEPSICO INC
COM
713448108
2096
18736
SH
SOLE
0
0
18736
PPG INDS INC
COM
693506107
413
3926
SH
SOLE
0
0
3926
VERIZON COMMUNICATIONS INC
COM
92343V104
2545
52210
SH
SOLE
0
0
52210
ISHARES TR
RUS MDCP VAL ETF
464287473
270
3250
SH
SOLE
0
0
3250
SELECT SECTOR SPDR TR
SBI INT-ENERGY
81369Y506
307
4396
SH
SOLE
0
0
4396
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
366
6860
SH
SOLE
0
0
6860
VANGUARD SPECIALIZED PORTFOL
DIV APP ETF
921908844
370
4116
SH
SOLE
0
0
4116
BANK AMER CORP
COM
060505104
796
33757
SH
SOLE
0
0
33757
STARBUCKS CORP
COM
855244109
342
5859
SH
SOLE
0
0
5859
EXXON MOBIL CORP
COM
30231G102
4512
55012
SH
SOLE
0
0
55012
WAL-MART STORES INC
COM
931142103
757
10507
SH
SOLE
0
0
10507
WABTEC CORP
COM
929740108
2035
26084
SH
SOLE
0
0
26084
UNION PAC CORP
COM
907818108
275
2595
SH
SOLE
0
0
2595
UNILEVER PLC
SPON ADR NEW
904767704
969
19642
SH
SOLE
0
0
19642
BAXTER INTL INC
COM
071813109
270
5205
SH
SOLE
0
0
5205
BORGWARNER INC
COM
099724106
860
20572
SH
SOLE
0
0
20572
TARGET CORP
COM
87612E106
1169
21179
SH
SOLE
0
0
21179
COLGATE PALMOLIVE CO
COM
194162103
1179
16103
SH
SOLE
0
0
16103
CAPITAL ONE FINL CORP
COM
14040H105
721
8316
SH
SOLE
0
0
8316
LILLY ELI & CO
COM
532457108
1135
13499
SH
SOLE
0
0
13499
CVS HEALTH CORP
COM
126650100
2144
27313
SH
SOLE
0
0
27313
DOMINION RES INC VA NEW
COM
25746U109
1353
17441
SH
SOLE
0
0
17441
DIAGEO P L C
SPON ADR NEW
25243Q205
545
4716
SH
SOLE
0
0
4716
QUEST DIAGNOSTICS INC
COM
74834L100
515
5248
SH
SOLE
0
0
5248
SCHLUMBERGER LTD
COM
806857108
1255
16070
SH
SOLE
0
0
16070
MERCK & CO INC
COM
58933Y105
966
15202
SH
SOLE
0
0
15202
MORGAN STANLEY
COM NEW
617446448
462
10777
SH
SOLE
0
0
10777
PROCTER AND GAMBLE CO
COM
742718109
2149
23919
SH
SOLE
0
0
23919
GENERAL ELECTRIC CO
COM
369604103
3262
109460
SH
SOLE
0
0
109460
GILEAD SCIENCES INC
COM
375558103
260
3832
SH
SOLE
0
0
3832
GOLDMAN SACHS GROUP INC
COM
38141G104
1577
6866
SH
SOLE
0
0
6866
HOME DEPOT INC
COM
437076102
306
2087
SH
SOLE
0
0
2087
MCDONALDS CORP
COM
580135101
473
3648
SH
SOLE
0
0
3648
NIKE INC
CL B
654106103
522
9360
SH
SOLE
0
0
9360
JPMORGAN CHASE & CO
COM
46625H100
3069
34938
SH
SOLE
0
0
34938
MONDELEZ INTL INC
CL A
609207105
443
10294
SH
SOLE
0
0
10294
WELLS FARGO & CO NEW
COM
949746101
2615
46986
SH
SOLE
0
0
46986
PRAXAIR INC
COM
74005P104
781
6589
SH
SOLE
0
0
6589
GLOBAL PMTS INC
COM
37940X102
204
2525
SH
SOLE
0
0
2525
UNITEDHEALTH GROUP INC
COM
91324P102
1042
6351
SH
SOLE
0
0
6351
AMERICAN TOWER CORP NEW
COM
03027X100
1510
12423
SH
SOLE
0
0
12423
UNITED TECHNOLOGIES CORP
COM
913017109
2772
24706
SH
SOLE
0
0
24706
3M CO
COM
88579Y101
905
4730
SH
SOLE
0
0
4730
COMCAST CORP NEW
CL A
20030N101
219
5826
SH
SOLE
0
0
5826
NORFOLK SOUTHERN CORP
COM
655844108
381
3402
SH
SOLE
0
0
3402
NEXTERA ENERGY INC
COM
65339F101
1301
10132
SH
SOLE
0
0
10132
DUKE ENERGY CORP NEW
COM NEW
26441C204
2413
29420
SH
SOLE
0
0
29420
APPLE INC
COM
037833100
2237
15570
SH
SOLE
0
0
15570
CATERPILLAR INC DEL
COM
149123101
330
3559
SH
SOLE
0
0
3559
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
366
4030
SH
SOLE
0
0
4030
DEVON ENERGY CORP NEW
COM
25179M103
422
10109
SH
SOLE
0
0
10109
ECOLAB INC
COM
278865100
691
5513
SH
SOLE
0
0
5513
AMERICAN EXPRESS CO
COM
025816109
270
3407
SH
SOLE
0
0
3407
L3 TECHNOLOGIES INC
COM
502413107
859
5195
SH
SOLE
0
0
5195
EXPRESS SCRIPTS HLDG CO
COM
30219G108
511
7753
SH
SOLE
0
0
7753
GENERAL DYNAMICS CORP
COM
369550108
1371
7325
SH
SOLE
0
0
7325
ALLERGAN PLC
SHS
G0177J108
488
2043
SH
SOLE
0
0
2043
BIOGEN INC
COM
09062X103
1898
6940
SH
SOLE
0
0
6940
ISHARES TR
SELECT DIVID ETF
464287168
536
5880
SH
SOLE
0
0
5880
SNAP ON INC
COM
833034101
238
1410
SH
SOLE
0
0
1410
REYNOLDS AMERICAN INC
COM
761713106
318
5043
SH
SOLE
0
0
5043
BECTON DICKINSON & CO
COM
075887109
715
3896
SH
SOLE
0
0
3896
YUM BRANDS INC
COM
988498101
521
8149
SH
SOLE
0
0
8149
MICROSTRATEGY INC
CL A NEW
594972408
337
1792
SH
SOLE
0
0
1792
POLARIS INDS INC
COM
731068102
465
5545
SH
SOLE
0
0
5545
TYSON FOODS INC
CL A
902494103
771
12500
SH
SOLE
0
0
12500
VALSPAR CORP
COM
920355104
245
2211
SH
SOLE
0
0
2211
BALL CORP
COM
058498106
248
3340
SH
SOLE
0
0
3340
ALPHABET INC
CAP STK CL A
02079K305
464
547
SH
SOLE
0
0
547
INTUITIVE SURGICAL INC
COM NEW
46120E602
238
310
SH
SOLE
0
0
310
BLACKROCK INC
COM
09247X101
352
917
SH
SOLE
0
0
917
VANGUARD INDEX FDS
GROWTH ETF
922908736
276
2271
SH
SOLE
0
0
2271
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
1153
13077
SH
SOLE
0
0
13077
TEREX CORP NEW
COM
880779103
258
8223
SH
SOLE
0
0
8223
SALESFORCE COM INC
COM
79466L302
953
11555
SH
SOLE
0
0
11555
ENBRIDGE INC
COM
29250N105
2496
59650
SH
SOLE
0
0
59650
ROYAL BK CDA MONTREAL QUE
COM
780087102
615
8436
SH
SOLE
0
0
8436
NUVEEN NORTH CAROLINA QLTY M
COM
67060P100
133
10251
SH
SOLE
0
0
10251
MONOLITHIC PWR SYS INC
COM
609839105
229
2485
SH
SOLE
0
0
2485
VANGUARD WORLD FDS
INF TECH ETF
92204A702
6170
45490
SH
SOLE
0
0
45490
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
1975
14260
SH
SOLE
0
0
14260
ISHARES TR
U.S. MED DVC ETF
464288810
566
3740
SH
SOLE
0
0
3740
SPDR SERIES TRUST
S&P INS ETF
78464A789
3181
37012
SH
SOLE
0
0
37012
ISHARES TR
U.S. PFD STK ETF
464288687
307
7924
SH
SOLE
0
0
7924
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
2401
30925
SH
SOLE
0
0
30925
VISA INC
COM CL A
92826C839
2075
23348
SH
SOLE
0
0
23348
PHILIP MORRIS INTL INC
COM
718172109
2190
19396
SH
SOLE
0
0
19396
FIRST CTZNS BANCSHARES INC N
CL A
31946M103
257
765
SH
SOLE
0
0
765
BROADCOM LTD
SHS
Y09827109
551
2516
SH
SOLE
0
0
2516
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
804
14294
SH
SOLE
0
0
14294
SCHWAB STRATEGIC TR
US REIT ETF
808524847
206
5060
SH
SOLE
0
0
5060
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
6037
127558
SH
SOLE
0
0
127558
KINDER MORGAN INC DEL
*W EXP 05/25/201
49456B119
0
11184
SH
SOLE
0
0
11184
ALPHABET INC
CAP STK CL C
02079K107
3171
3822
SH
SOLE
0
0
3822
KRAFT HEINZ CO
COM
500754106
231
2543
SH
SOLE
0
0
2543
YUM CHINA HLDGS INC
COM
98850P109
215
7899
SH
SOLE
0
0
7899