0001062993-17-003127.txt : 20170706 0001062993-17-003127.hdr.sgml : 20170706 20170706145419 ACCESSION NUMBER: 0001062993-17-003127 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170706 DATE AS OF CHANGE: 20170706 EFFECTIVENESS DATE: 20170706 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: 17951864 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 06-30-2017 06-30-2017 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 06-30-2017 0 128 151320 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE SPDR S&P 500 ETF TR TR UNIT 78462F103 1016 4203 SH SOLE 0 0 4203 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1025 19718 SH SOLE 0 0 19718 ADOBE SYS INC COM 00724F101 540 3820 SH SOLE 0 0 3820 BRISTOL MYERS SQUIBB CO COM 110122108 2187 39249 SH SOLE 0 0 39249 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1324 7817 SH SOLE 0 0 7817 EMERSON ELEC CO COM 291011104 1160 19461 SH SOLE 0 0 19461 BOEING CO COM 097023105 914 4620 SH SOLE 0 0 4620 AMGEN INC COM 031162100 2076 12054 SH SOLE 0 0 12054 ANADARKO PETE CORP COM 032511107 269 5925 SH SOLE 0 0 5925 ALTRIA GROUP INC COM 02209S103 844 11336 SH SOLE 0 0 11336 FEDEX CORP COM 31428X106 516 2376 SH SOLE 0 0 2376 INTEL CORP COM 458140100 1197 35485 SH SOLE 0 0 35485 ORACLE CORP COM 68389X105 2435 48568 SH SOLE 0 0 48568 DU PONT E I DE NEMOURS & CO COM 263534109 2206 27335 SH SOLE 0 0 27335 QUALCOMM INC COM 747525103 583 10562 SH SOLE 0 0 10562 DISNEY WALT CO COM DISNEY 254687106 2986 28108 SH SOLE 0 0 28108 HONEYWELL INTL INC COM 438516106 709 5316 SH SOLE 0 0 5316 SHERWIN WILLIAMS CO COM 824348106 585 1668 SH SOLE 0 0 1668 US BANCORP DEL COM NEW 902973304 1616 31121 SH SOLE 0 0 31121 JOHNSON & JOHNSON COM 478160104 3695 27932 SH SOLE 0 0 27932 MEDTRONIC PLC SHS G5960L103 390 4396 SH SOLE 0 0 4396 PFIZER INC COM 717081103 545 16216 SH SOLE 0 0 16216 KROGER CO COM 501044101 409 17550 SH SOLE 0 0 17550 LOWES COS INC COM 548661107 3310 42696 SH SOLE 0 0 42696 AMERISOURCEBERGEN CORP COM 03073E105 1104 11675 SH SOLE 0 0 11675 CHEVRON CORP NEW COM 166764100 1446 13861 SH SOLE 0 0 13861 MICROSOFT CORP COM 594918104 2775 40265 SH SOLE 0 0 40265 AT&T INC COM 00206R102 685 18147 SH SOLE 0 0 18147 BB&T CORP COM 054937107 1756 38679 SH SOLE 0 0 38679 CITIGROUP INC COM NEW 172967424 1355 20262 SH SOLE 0 0 20262 INTERNATIONAL BUSINESS MACHS COM 459200101 427 2774 SH SOLE 0 0 2774 COCA COLA CO COM 191216100 242 5398 SH SOLE 0 0 5398 LOCKHEED MARTIN CORP COM 539830109 321 1156 SH SOLE 0 0 1156 PEPSICO INC COM 713448108 2155 18661 SH SOLE 0 0 18661 PPG INDS INC COM 693506107 432 3926 SH SOLE 0 0 3926 VERIZON COMMUNICATIONS INC COM 92343V104 2250 50387 SH SOLE 0 0 50387 ISHARES TR RUS MDCP VAL ETF 464287473 273 3250 SH SOLE 0 0 3250 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 253 3891 SH SOLE 0 0 3891 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 375 6860 SH SOLE 0 0 6860 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 384 4145 SH SOLE 0 0 4145 BANK AMER CORP COM 060505104 738 30407 SH SOLE 0 0 30407 STARBUCKS CORP COM 855244109 503 8625 SH SOLE 0 0 8625 EXXON MOBIL CORP COM 30231G102 4237 52487 SH SOLE 0 0 52487 WAL-MART STORES INC COM 931142103 795 10507 SH SOLE 0 0 10507 WABTEC CORP COM 929740108 2348 25659 SH SOLE 0 0 25659 UNION PAC CORP COM 907818108 296 2715 SH SOLE 0 0 2715 UNILEVER PLC SPON ADR NEW 904767704 944 17437 SH SOLE 0 0 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GROUP INC COM 38141G104 1484 6686 SH SOLE 0 0 6686 HOME DEPOT INC COM 437076102 293 1912 SH SOLE 0 0 1912 MCDONALDS CORP COM 580135101 532 3473 SH SOLE 0 0 3473 NIKE INC CL B 654106103 542 9185 SH SOLE 0 0 9185 JPMORGAN CHASE & CO COM 46625H100 3130 34248 SH SOLE 0 0 34248 TJX COS INC NEW COM 872540109 218 3019 SH SOLE 0 0 3019 MONDELEZ INTL INC CL A 609207105 439 10164 SH SOLE 0 0 10164 WELLS FARGO & CO NEW COM 949746101 2702 48767 SH SOLE 0 0 48767 PRAXAIR INC COM 74005P104 854 6444 SH SOLE 0 0 6444 GLOBAL PMTS INC COM 37940X102 227 2508 SH SOLE 0 0 2508 UNITEDHEALTH GROUP INC COM 91324P102 1158 6246 SH SOLE 0 0 6246 AMERICAN TOWER CORP NEW COM 03027X100 1598 12080 SH SOLE 0 0 12080 UNITED TECHNOLOGIES CORP COM 913017109 2984 24436 SH SOLE 0 0 24436 3M CO COM 88579Y101 985 4730 SH SOLE 0 0 4730 COMCAST CORP NEW CL A 20030N101 224 5751 SH SOLE 0 0 5751 NORFOLK SOUTHERN CORP COM 655844108 411 3377 SH SOLE 0 0 3377 NEXTERA ENERGY INC COM 65339F101 1389 9912 SH SOLE 0 0 9912 DUKE ENERGY CORP NEW COM NEW 26441C204 2434 29118 SH SOLE 0 0 29118 APPLE INC COM 037833100 2210 15345 SH SOLE 0 0 15345 CATERPILLAR INC DEL COM 149123101 358 3334 SH SOLE 0 0 3334 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 446 4810 SH SOLE 0 0 4810 DEVON ENERGY CORP NEW COM 25179M103 315 9854 SH SOLE 0 0 9854 ECOLAB INC COM 278865100 721 5433 SH SOLE 0 0 5433 AMERICAN EXPRESS CO COM 025816109 270 3207 SH SOLE 0 0 3207 L3 TECHNOLOGIES INC COM 502413107 853 5108 SH SOLE 0 0 5108 EXPRESS SCRIPTS HLDG CO COM 30219G108 413 6467 SH SOLE 0 0 6467 GENERAL DYNAMICS CORP COM 369550108 1428 7210 SH SOLE 0 0 7210 ALLERGAN PLC SHS G0177J108 542 2228 SH SOLE 0 0 2228 BIOGEN INC COM 09062X103 1876 6915 SH SOLE 0 0 6915 ISHARES TR SELECT DIVID ETF 464287168 542 5880 SH SOLE 0 0 5880 SNAP ON INC COM 833034101 239 1510 SH SOLE 0 0 1510 REYNOLDS AMERICAN INC COM 761713106 286 4398 SH SOLE 0 0 4398 BECTON DICKINSON & CO COM 075887109 754 3866 SH SOLE 0 0 3866 YUM BRANDS INC COM 988498101 591 8019 SH SOLE 0 0 8019 MICROSTRATEGY INC CL A NEW 594972408 343 1792 SH SOLE 0 0 1792 POLARIS INDS INC COM 731068102 496 5380 SH SOLE 0 0 5380 TYSON FOODS INC CL A 902494103 739 11800 SH SOLE 0 0 11800 BALL CORP COM 058498106 282 6680 SH SOLE 0 0 6680 ALPHABET INC CAP STK CL A 02079K305 354 381 SH SOLE 0 0 381 INTUITIVE SURGICAL INC COM NEW 46120E602 290 310 SH SOLE 0 0 310 BLACKROCK INC COM 09247X101 383 907 SH SOLE 0 0 907 VANGUARD INDEX FDS GROWTH ETF 922908736 349 2747 SH SOLE 0 0 2747 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1150 12938 SH SOLE 0 0 12938 TEREX CORP NEW COM 880779103 308 8223 SH SOLE 0 0 8223 SALESFORCE COM INC COM 79466L302 1014 11705 SH SOLE 0 0 11705 ENBRIDGE INC COM 29250N105 2395 60170 SH SOLE 0 0 60170 ROYAL BK CDA MONTREAL QUE COM 780087102 597 8236 SH SOLE 0 0 8236 NUVEEN NORTH CAROLINA QLTY M COM 67060P100 137 10251 SH SOLE 0 0 10251 MONOLITHIC PWR SYS INC COM 609839105 223 2310 SH SOLE 0 0 2310 VANGUARD WORLD FDS INF TECH ETF 92204A702 6455 45831 SH SOLE 0 0 45831 VANGUARD 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