0001062993-18-001591.txt : 20180411 0001062993-18-001591.hdr.sgml : 20180411 20180411105907 ACCESSION NUMBER: 0001062993-18-001591 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180411 DATE AS OF CHANGE: 20180411 EFFECTIVENESS DATE: 20180411 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: 18749393 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 03-31-2018 03-31-2018 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 04-11-2018 0 135 174083 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ISHARES TR CORE S&P SCP ETF 464287804 2106 27350 SH SOLE 0 0 27350 ISHARES TR SP SMCP600VL ETF 464287879 8887 58918 SH SOLE 0 0 58918 ISHARES TR RUS 1000 VAL ETF 464287598 579 4828 SH SOLE 0 0 4828 SPDR S&P 500 ETF TR TR UNIT 78462F103 1474 5601 SH SOLE 0 0 5601 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 938 18568 SH SOLE 0 0 18568 ADOBE SYS INC COM 00724F101 1449 6704 SH SOLE 0 0 6704 AMAZON COM INC COM 023135106 247 171 SH SOLE 0 0 171 BRISTOL MYERS SQUIBB CO COM 110122108 2368 37434 SH SOLE 0 0 37434 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1678 8411 SH SOLE 0 0 8411 EMERSON ELEC CO COM 291011104 1286 18831 SH SOLE 0 0 18831 BOEING CO COM 097023105 1110 3384 SH SOLE 0 0 3384 AMGEN INC COM 031162100 2075 12171 SH SOLE 0 0 12171 ANADARKO PETE CORP COM 032511107 344 5688 SH SOLE 0 0 5688 ALTRIA GROUP INC COM 02209S103 654 10493 SH SOLE 0 0 10493 FEDEX CORP COM 31428X106 560 2331 SH SOLE 0 0 2331 INTEL CORP COM 458140100 1776 34106 SH SOLE 0 0 34106 ORACLE CORP COM 68389X105 2086 45591 SH SOLE 0 0 45591 QUALCOMM INC COM 747525103 575 10377 SH SOLE 0 0 10377 DISNEY WALT CO COM DISNEY 254687106 2826 28133 SH SOLE 0 0 28133 HONEYWELL INTL INC COM 438516106 734 5082 SH SOLE 0 0 5082 SHERWIN WILLIAMS CO COM 824348106 608 1551 SH SOLE 0 0 1551 US BANCORP DEL COM NEW 902973304 1522 30140 SH SOLE 0 0 30140 JOHNSON & JOHNSON COM 478160104 3324 25935 SH SOLE 0 0 25935 MEDTRONIC PLC SHS G5960L103 765 9540 SH SOLE 0 0 9540 PFIZER INC COM 717081103 540 15227 SH SOLE 0 0 15227 KROGER CO COM 501044101 462 19300 SH SOLE 0 0 19300 LOWES COS INC COM 548661107 3622 41278 SH SOLE 0 0 41278 CHEVRON CORP NEW COM 166764100 1444 12661 SH SOLE 0 0 12661 MICROSOFT CORP COM 594918104 3540 38786 SH SOLE 0 0 38786 UNITED PARCEL SERVICE INC CL B 911312106 412 3938 SH SOLE 0 0 3938 AT&T INC COM 00206R102 738 20687 SH SOLE 0 0 20687 BB&T CORP COM 054937107 2107 40484 SH SOLE 0 0 40484 CITIGROUP INC COM NEW 172967424 1468 21747 SH SOLE 0 0 21747 INTERNATIONAL BUSINESS MACHS COM 459200101 405 2642 SH SOLE 0 0 2642 COCA COLA CO COM 191216100 230 5298 SH SOLE 0 0 5298 LOCKHEED MARTIN CORP COM 539830109 369 1093 SH SOLE 0 0 1093 PEPSICO INC COM 713448108 2341 21444 SH SOLE 0 0 21444 PPG INDS INC COM 693506107 287 2571 SH SOLE 0 0 2571 JOHNSON CTLS INTL PLC SHS G51502105 1279 36281 SH SOLE 0 0 36281 VERIZON COMMUNICATIONS INC COM 92343V104 2381 49796 SH SOLE 0 0 49796 ISHARES TR RUS MDCP VAL ETF 464287473 318 3685 SH SOLE 0 0 3685 SELECT SECTOR SPDR TR ENERGY 81369Y506 244 3615 SH SOLE 0 0 3615 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 449 6860 SH SOLE 0 0 6860 VANGUARD GROUP DIV APP ETF 921908844 341 3379 SH SOLE 0 0 3379 BANK AMER CORP COM 060505104 904 30133 SH SOLE 0 0 30133 STARBUCKS CORP COM 855244109 583 10074 SH SOLE 0 0 10074 EXXON MOBIL CORP COM 30231G102 3599 48240 SH SOLE 0 0 48240 WALMART INC COM 931142103 834 9377 SH SOLE 0 0 9377 WABTEC CORP COM 929740108 1939 23817 SH SOLE 0 0 23817 UNION PAC CORP COM 907818108 557 4145 SH SOLE 0 0 4145 UNILEVER PLC SPON ADR NEW 904767704 1030 18537 SH SOLE 0 0 18537 TEXAS INSTRS INC COM 882508104 248 2386 SH SOLE 0 0 2386 BAXTER INTL INC COM 071813109 260 3995 SH SOLE 0 0 3995 BORGWARNER INC COM 099724106 1019 20283 SH SOLE 0 0 20283 TARGET CORP COM 87612E106 1187 17097 SH SOLE 0 0 17097 COLGATE PALMOLIVE CO COM 194162103 1223 17061 SH SOLE 0 0 17061 CAPITAL ONE FINL CORP COM 14040H105 900 9392 SH SOLE 0 0 9392 LILLY ELI & CO COM 532457108 1154 14909 SH SOLE 0 0 14909 CVS HEALTH CORP COM 126650100 1745 28054 SH SOLE 0 0 28054 DOMINION ENERGY INC COM 25746U109 1553 23028 SH SOLE 0 0 23028 DIAGEO P L C SPON ADR NEW 25243Q205 583 4308 SH SOLE 0 0 4308 QUEST DIAGNOSTICS INC COM 74834L100 513 5118 SH SOLE 0 0 5118 SCHLUMBERGER LTD COM 806857108 913 14101 SH SOLE 0 0 14101 MERCK & CO INC COM 58933Y105 841 15434 SH SOLE 0 0 15434 MORGAN STANLEY COM NEW 617446448 527 9767 SH SOLE 0 0 9767 RAYMOND JAMES FINANCIAL INC COM 754730109 212 2368 SH SOLE 0 0 2368 FIFTH THIRD BANCORP COM 316773100 313 9850 SH SOLE 0 0 9850 PROCTER AND GAMBLE CO COM 742718109 2407 30363 SH SOLE 0 0 30363 GENERAL ELECTRIC CO COM 369604103 569 42246 SH SOLE 0 0 42246 GOLDMAN SACHS GROUP INC COM 38141G104 1542 6124 SH SOLE 0 0 6124 HOME DEPOT INC COM 437076102 329 1847 SH SOLE 0 0 1847 MCDONALDS CORP COM 580135101 589 3765 SH SOLE 0 0 3765 NIKE INC CL B 654106103 720 10842 SH SOLE 0 0 10842 JPMORGAN CHASE & CO COM 46625H100 3585 32602 SH SOLE 0 0 32602 TJX COS INC NEW COM 872540109 268 3287 SH SOLE 0 0 3287 MONDELEZ INTL INC CL A 609207105 816 19549 SH SOLE 0 0 19549 WELLS FARGO CO NEW COM 949746101 2590 49412 SH SOLE 0 0 49412 PRAXAIR INC COM 74005P104 879 6094 SH SOLE 0 0 6094 UNITEDHEALTH GROUP INC COM 91324P102 1208 5643 SH SOLE 0 0 5643 AMERICAN TOWER CORP NEW COM 03027X100 1621 11152 SH SOLE 0 0 11152 UNITED TECHNOLOGIES CORP COM 913017109 3082 24494 SH SOLE 0 0 24494 3M CO COM 88579Y101 1124 5119 SH SOLE 0 0 5119 COMCAST CORP NEW CL A 20030N101 734 21486 SH SOLE 0 0 21486 NORFOLK SOUTHERN CORP COM 655844108 438 3227 SH SOLE 0 0 3227 NEXTERA ENERGY INC COM 65339F101 1478 9052 SH SOLE 0 0 9052 DUKE ENERGY CORP NEW COM NEW 26441C204 2162 27904 SH SOLE 0 0 27904 APPLE INC COM 037833100 2212 13187 SH SOLE 0 0 13187 CATERPILLAR INC DEL COM 149123101 455 3084 SH SOLE 0 0 3084 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 630 6333 SH SOLE 0 0 6333 DEVON ENERGY CORP NEW COM 25179M103 217 6829 SH SOLE 0 0 6829 ECOLAB INC COM 278865100 699 5098 SH SOLE 0 0 5098 AMERICAN EXPRESS CO COM 025816109 308 3307 SH SOLE 0 0 3307 L3 TECHNOLOGIES INC COM 502413107 978 4701 SH SOLE 0 0 4701 EXPRESS SCRIPTS HLDG CO COM 30219G108 360 5207 SH SOLE 0 0 5207 GENERAL DYNAMICS CORP COM 369550108 1406 6364 SH SOLE 0 0 6364 BIOGEN INC COM 09062X103 1890 6903 SH SOLE 0 0 6903 LABORATORY CORP AMER HLDGS COM NEW 50540R409 281 1739 SH SOLE 0 0 1739 ISHARES TR SELECT DIVID ETF 464287168 517 5434 SH SOLE 0 0 5434 SNAP ON INC COM 833034101 214 1450 SH SOLE 0 0 1450 BECTON DICKINSON & CO COM 075887109 801 3696 SH SOLE 0 0 3696 YUM BRANDS INC COM 988498101 667 7839 SH SOLE 0 0 7839 MICROSTRATEGY INC CL A NEW 594972408 231 1792 SH SOLE 0 0 1792 POLARIS INDS INC COM 731068102 557 4865 SH SOLE 0 0 4865 TYSON FOODS INC CL A 902494103 750 10250 SH SOLE 0 0 10250 BALL CORP COM 058498106 258 6505 SH SOLE 0 0 6505 ALPHABET INC CAP STK CL A 02079K305 339 327 SH SOLE 0 0 327 INTUITIVE SURGICAL INC COM NEW 46120E602 256 619 SH SOLE 0 0 619 BLACKROCK INC COM 09247X101 468 864 SH SOLE 0 0 864 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 422 6614 SH SOLE 0 0 6614 VANGUARD INDEX FDS GROWTH ETF 922908736 599 4220 SH SOLE 0 0 4220 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1124 12320 SH SOLE 0 0 12320 TEREX CORP NEW COM 880779103 207 5523 SH SOLE 0 0 5523 SALESFORCE COM INC COM 79466L302 1395 11992 SH SOLE 0 0 11992 ENTEGRIS INC COM 29362U104 200 5737 SH SOLE 0 0 5737 ENBRIDGE INC COM 29250N105 1925 61172 SH SOLE 0 0 61172 ROYAL BK CDA MONTREAL QUE COM 780087102 667 8633 SH SOLE 0 0 8633 VANGUARD WORLD FDS INF TECH ETF 92204A702 7445 43540 SH SOLE 0 0 43540 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 2792 17600 SH SOLE 0 0 17600 ISHARES TR U.S. MED DVC ETF 464288810 671 3625 SH SOLE 0 0 3625 VANGUARD INDEX FDS LARGE CAP ETF 922908637 206 1700 SH SOLE 0 0 1700 SPDR SERIES TRUST S&P INS ETF 78464A789 3242 104520 SH SOLE 0 0 104520 ISHARES TR S&P US PFD STK 464288687 316 8424 SH SOLE 0 0 8424 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 2855 34611 SH SOLE 0 0 34611 VISA INC COM CL A 92826C839 2651 22164 SH SOLE 0 0 22164 PHILIP MORRIS INTL INC COM 718172109 1600 16100 SH SOLE 0 0 16100 FIRST CTZNS BANCSHARES INC N CL A 31946M103 285 690 SH SOLE 0 0 690 BROADCOM LTD SHS Y09827109 593 2517 SH SOLE 0 0 2517 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1484 23523 SH SOLE 0 0 23523 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 8268 156346 SH SOLE 0 0 156346 DIAMONDBACK ENERGY INC COM 25278X109 519 4100 SH SOLE 0 0 4100 WISDOMTREE TR US QTLY DIV GRT 97717X669 522 12930 SH SOLE 0 0 12930 ALPHABET INC CAP STK CL C 02079K107 3513 3405 SH SOLE 0 0 3405 YUM CHINA HLDGS INC COM 98850P109 255 6139 SH SOLE 0 0 6139 MANAGED PORTFOLIO SER TORTOISE NRAM PI 56167N720 1932 92780 SH SOLE 0 0 92780 DOWDUPONT INC COM 26078J100 2175 34138 SH SOLE 0 0 34138