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