0001062993-17-004389.txt : 20171011
0001062993-17-004389.hdr.sgml : 20171011
20171011101059
ACCESSION NUMBER: 0001062993-17-004389
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170930
FILED AS OF DATE: 20171011
DATE AS OF CHANGE: 20171011
EFFECTIVENESS DATE: 20171011
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: 171131944
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
09-30-2017
09-30-2017
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
10-10-2017
0
137
168106
true
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
BECTON DICKINSON & CO
COM
075887109
789
4026
SH
SOLE
0
0
4026
US BANCORP DEL
COM NEW
902973304
1659
30956
SH
SOLE
0
0
30956
MONOLITHIC PWR SYS INC
COM
609839105
246
2310
SH
SOLE
0
0
2310
YUM CHINA HLDGS INC
COM
98850P109
308
7694
SH
SOLE
0
0
7694
BANK AMER CORP
COM
060505104
759
29939
SH
SOLE
0
0
29939
WABTEC CORP
COM
929740108
1920
25347
SH
SOLE
0
0
25347
ISHARES TR
SELECT DIVID ETF
464287168
540
5769
SH
SOLE
0
0
5769
RAYMOND JAMES FINANCIAL INC
COM
754730109
216
2564
SH
SOLE
0
0
2564
BIOGEN INC
COM
09062X103
2116
6757
SH
SOLE
0
0
6757
PEPSICO INC
COM
713448108
2054
18434
SH
SOLE
0
0
18434
FEDEX CORP
COM
31428X106
536
2376
SH
SOLE
0
0
2376
CITIGROUP INC
COM NEW
172967424
1558
21416
SH
SOLE
0
0
21416
SCHLUMBERGER LTD
COM
806857108
1076
15426
SH
SOLE
0
0
15426
PRAXAIR INC
COM
74005P104
877
6274
SH
SOLE
0
0
6274
CAPITAL ONE FINL CORP
COM
14040H105
775
9156
SH
SOLE
0
0
9156
DIAGEO P L C
SPON ADR NEW
25243Q205
583
4411
SH
SOLE
0
0
4411
BALL CORP
COM
058498106
272
6580
SH
SOLE
0
0
6580
ALPHABET INC
CAP STK CL A
02079K305
354
364
SH
SOLE
0
0
364
TYSON FOODS INC
CL A
902494103
831
11800
SH
SOLE
0
0
11800
DISNEY WALT CO
COM DISNEY
254687106
2752
27920
SH
SOLE
0
0
27920
GLOBAL PMTS INC
COM
37940X102
238
2508
SH
SOLE
0
0
2508
PPG INDS INC
COM
693506107
427
3926
SH
SOLE
0
0
3926
DEVON ENERGY CORP NEW
COM
25179M103
282
7684
SH
SOLE
0
0
7684
MORGAN STANLEY
COM NEW
617446448
496
10302
SH
SOLE
0
0
10302
VERIZON COMMUNICATIONS INC
COM
92343V104
2444
49380
SH
SOLE
0
0
49380
NIKE INC
CL B
654106103
543
10480
SH
SOLE
0
0
10480
JOHNSON & JOHNSON
COM
478160104
3573
27482
SH
SOLE
0
0
27482
ISHARES TR
U.S. MED DVC ETF
464288810
605
3625
SH
SOLE
0
0
3625
VANGUARD WORLD FDS
INF TECH ETF
92204A702
6874
45225
SH
SOLE
0
0
45225
BAXTER INTL INC
COM
071813109
290
4625
SH
SOLE
0
0
4625
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
2372
16545
SH
SOLE
0
0
16545
POLARIS INDS INC
COM
731068102
537
5130
SH
SOLE
0
0
5130
UNILEVER PLC
SPON ADR NEW
904767704
984
16972
SH
SOLE
0
0
16972
MERCK & CO INC
COM
58933Y105
956
14936
SH
SOLE
0
0
14936
MICROSOFT CORP
COM
594918104
2984
40054
SH
SOLE
0
0
40054
DOMINION ENERGY INC
COM
25746U109
1484
19291
SH
SOLE
0
0
19291
TARGET CORP
COM
87612E106
1046
17729
SH
SOLE
0
0
17729
ALTRIA GROUP INC
COM
02209S103
688
10846
SH
SOLE
0
0
10846
INTERNATIONAL BUSINESS MACHS
COM
459200101
384
2649
SH
SOLE
0
0
2649
WELLS FARGO CO NEW
COM
949746101
2706
49058
SH
SOLE
0
0
49058
ORACLE CORP
COM
68389X105
2291
47374
SH
SOLE
0
0
47374
INTUITIVE SURGICAL INC
COM NEW
46120E602
324
310
SH
SOLE
0
0
310
COMCAST CORP NEW
CL A
20030N101
261
6772
SH
SOLE
0
0
6772
STARBUCKS CORP
COM
855244109
522
9720
SH
SOLE
0
0
9720
AMERISOURCEBERGEN CORP
COM
03073E105
1011
12215
SH
SOLE
0
0
12215
MEDTRONIC PLC
SHS
G5960L103
498
6407
SH
SOLE
0
0
6407
SELECT SECTOR SPDR TR
ENERGY
81369Y506
257
3751
SH
SOLE
0
0
3751
AMERICAN EXPRESS CO
COM
025816109
290
3207
SH
SOLE
0
0
3207
AMGEN INC
COM
031162100
2218
11894
SH
SOLE
0
0
11894
LILLY ELI & CO
COM
532457108
1176
13749
SH
SOLE
0
0
13749
SHERWIN WILLIAMS CO
COM
824348106
564
1575
SH
SOLE
0
0
1575
VISA INC
COM CL A
92826C839
2472
23493
SH
SOLE
0
0
23493
UNITED TECHNOLOGIES CORP
COM
913017109
2880
24811
SH
SOLE
0
0
24811
EXXON MOBIL CORP
COM
30231G102
4281
52226
SH
SOLE
0
0
52226
UNITED PARCEL SERVICE INC
CL B
911312106
210
1745
SH
SOLE
0
0
1745
UNITEDHEALTH GROUP INC
COM
91324P102
1178
6014
SH
SOLE
0
0
6014
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1484
8097
SH
SOLE
0
0
8097
ROYAL BK CDA MONTREAL QUE
COM
780087102
816
10543
SH
SOLE
0
0
10543
CELGENE CORP
COM
151020104
204
1396
SH
SOLE
0
0
1396
QUEST DIAGNOSTICS INC
COM
74834L100
482
5148
SH
SOLE
0
0
5148
L3 TECHNOLOGIES INC
COM
502413107
950
5043
SH
SOLE
0
0
5043
SNAP ON INC
COM
833034101
225
1510
SH
SOLE
0
0
1510
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
7262
144929
SH
SOLE
0
0
144929
DOWDUPONT INC
COM
26078J100
2550
36836
SH
SOLE
0
0
36836
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
1156
12654
SH
SOLE
0
0
12654
LOWES COS INC
COM
548661107
3432
42932
SH
SOLE
0
0
42932
NORFOLK SOUTHERN CORP
COM
655844108
442
3342
SH
SOLE
0
0
3342
BORGWARNER INC
COM
099724106
1081
21102
SH
SOLE
0
0
21102
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
1018
19188
SH
SOLE
0
0
19188
FIFTH THIRD BANCORP
COM
316773100
383
13706
SH
SOLE
0
0
13706
AT&T INC
COM
00206R102
737
18826
SH
SOLE
0
0
18826
LOCKHEED MARTIN CORP
COM
539830109
352
1134
SH
SOLE
0
0
1134
SPDR SERIES TRUST
S&P INS ETF
78464A789
3249
36102
SH
SOLE
0
0
36102
ENBRIDGE INC
COM
29250N105
2547
60863
SH
SOLE
0
0
60863
SALESFORCE COM INC
COM
79466L302
1122
12005
SH
SOLE
0
0
12005
ISHARES TR
CORE S&P SCP ETF
464287804
1378
18560
SH
SOLE
0
0
18560
ISHARES TR
SP SMCP600VL ETF
464287879
8587
57900
SH
SOLE
0
0
57900
KROGER CO
COM
501044101
375
18695
SH
SOLE
0
0
18695
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
2609
32185
SH
SOLE
0
0
32185
BB&T CORP
COM
054937107
1918
40864
SH
SOLE
0
0
40864
INTEL CORP
COM
458140100
1344
35285
SH
SOLE
0
0
35285
DUKE ENERGY CORP NEW
COM NEW
26441C204
2361
28137
SH
SOLE
0
0
28137
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1045
4159
SH
SOLE
0
0
4159
ANADARKO PETE CORP
COM
032511107
281
5745
SH
SOLE
0
0
5745
GOLDMAN SACHS GROUP INC
COM
38141G104
1571
6624
SH
SOLE
0
0
6624
TEXAS INSTRS INC
COM
882508104
219
2446
SH
SOLE
0
0
2446
COCA COLA CO
COM
191216100
258
5732
SH
SOLE
0
0
5732
UNION PAC CORP
COM
907818108
484
4175
SH
SOLE
0
0
4175
ISHARES TR
RUS 1000 VAL ETF
464287598
388
3273
SH
SOLE
0
0
3273
CATERPILLAR INC DEL
COM
149123101
408
3274
SH
SOLE
0
0
3274
EMERSON ELEC CO
COM
291011104
1237
19691
SH
SOLE
0
0
19691
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
237
3791
SH
SOLE
0
0
3791
HONEYWELL INTL INC
COM
438516106
744
5251
SH
SOLE
0
0
5251
CHEVRON CORP NEW
COM
166764100
1569
13352
SH
SOLE
0
0
13352
DIAMONDBACK ENERGY INC
COM
25278X109
359
3660
SH
SOLE
0
0
3660
3M CO
COM
88579Y101
993
4730
SH
SOLE
0
0
4730
ALPHABET INC
CAP STK CL C
02079K107
3317
3458
SH
SOLE
0
0
3458
ECOLAB INC
COM
278865100
689
5358
SH
SOLE
0
0
5358
CENTENE CORP DEL
COM
15135B101
216
2234
SH
SOLE
0
0
2234
YUM BRANDS INC
COM
988498101
590
8019
SH
SOLE
0
0
8019
MONDELEZ INTL INC
CL A
609207105
413
10164
SH
SOLE
0
0
10164
MCDONALDS CORP
COM
580135101
539
3438
SH
SOLE
0
0
3438
GENERAL ELECTRIC CO
COM
369604103
2692
111312
SH
SOLE
0
0
111312
ISHARES TR
S&P US PFD STK
464288687
306
7874
SH
SOLE
0
0
7874
NEXTERA ENERGY INC
COM
65339F101
1402
9569
SH
SOLE
0
0
9569
BROADCOM LTD
SHS
Y09827109
570
2351
SH
SOLE
0
0
2351
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
507
5308
SH
SOLE
0
0
5308
WISDOMTREE TR
US QTLY DIV GRT
97717X669
203
5325
SH
SOLE
0
0
5325
PFIZER INC
COM
717081103
584
16352
SH
SOLE
0
0
16352
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1069
17808
SH
SOLE
0
0
17808
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
405
6860
SH
SOLE
0
0
6860
GENERAL DYNAMICS CORP
COM
369550108
1510
7346
SH
SOLE
0
0
7346
VANGUARD SPECIALIZED PORTFOL
DIV APP ETF
921908844
387
4083
SH
SOLE
0
0
4083
COLGATE PALMOLIVE CO
COM
194162103
1148
15753
SH
SOLE
0
0
15753
JPMORGAN CHASE & CO
COM
46625H100
3260
34136
SH
SOLE
0
0
34136
MICROSTRATEGY INC
CL A NEW
594972408
229
1792
SH
SOLE
0
0
1792
PHILIP MORRIS INTL INC
COM
718172109
1908
17191
SH
SOLE
0
0
17191
SCHWAB STRATEGIC TR
US REIT ETF
808524847
208
5060
SH
SOLE
0
0
5060
ISHARES TR
RUS MDCP VAL ETF
464287473
289
3405
SH
SOLE
0
0
3405
APPLE INC
COM
037833100
2267
14711
SH
SOLE
0
0
14711
CVS HEALTH CORP
COM
126650100
2253
27711
SH
SOLE
0
0
27711
FACEBOOK INC
CL A
30303M102
246
1441
SH
SOLE
0
0
1441
BLACKROCK INC
COM
09247X101
401
897
SH
SOLE
0
0
897
ALLERGAN PLC
SHS
G0177J108
445
2173
SH
SOLE
0
0
2173
BOEING CO
COM
097023105
952
3746
SH
SOLE
0
0
3746
TJX COS INC NEW
COM
872540109
241
3264
SH
SOLE
0
0
3264
VANGUARD INDEX FDS
GROWTH ETF
922908736
446
3362
SH
SOLE
0
0
3362
BRISTOL MYERS SQUIBB CO
COM
110122108
2529
39684
SH
SOLE
0
0
39684
WAL-MART STORES INC
COM
931142103
800
10243
SH
SOLE
0
0
10243
PROCTER AND GAMBLE CO
COM
742718109
2157
23709
SH
SOLE
0
0
23709
AMERICAN TOWER CORP NEW
COM
03027X100
1609
11775
SH
SOLE
0
0
11775
TEREX CORP NEW
COM
880779103
370
8223
SH
SOLE
0
0
8223
QUALCOMM INC
COM
747525103
529
10202
SH
SOLE
0
0
10202
FIRST CTZNS BANCSHARES INC N
CL A
31946M103
258
690
SH
SOLE
0
0
690
ADOBE SYS INC
COM
00724F101
1022
6849
SH
SOLE
0
0
6849
EXPRESS SCRIPTS HLDG CO
COM
30219G108
403
6367
SH
SOLE
0
0
6367
HOME DEPOT INC
COM
437076102
313
1912
SH
SOLE
0
0
1912