Managing Director

0001062993-18-002883.txt : 20180712 0001062993-18-002883.hdr.sgml : 20180712 20180712160259 ACCESSION NUMBER: 0001062993-18-002883 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180712 DATE AS OF CHANGE: 20180712 EFFECTIVENESS DATE: 20180712 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: 18950508 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 06-30-2018 06-30-2018 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 07-12-2018 0 139 178944 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE BECTON DICKINSON & CO COM 075887109 848 3541 SH SOLE 0 0 3541 YUM CHINA HLDGS INC COM 98850P109 236 6139 SH SOLE 0 0 6139 ADOBE SYS INC COM 00724F101 1609 6599 SH SOLE 0 0 6599 ROYAL BK CDA MONTREAL QUE COM 780087102 827 10983 SH SOLE 0 0 10983 PFIZER INC COM 717081103 565 15566 SH SOLE 0 0 15566 DEERE & CO COM 244199105 363 2599 SH SOLE 0 0 2599 GENERAL ELECTRIC CO COM 369604103 559 41091 SH SOLE 0 0 41091 AMERICAN TOWER CORP NEW COM 03027X100 1636 11347 SH SOLE 0 0 11347 MONOLITHIC PWR SYS INC COM 609839105 224 1676 SH SOLE 0 0 1676 DISNEY WALT CO COM DISNEY 254687106 2894 27611 SH SOLE 0 0 27611 SPDR S&P 500 ETF TR TR UNIT 78462F103 1424 5251 SH SOLE 0 0 5251 BALL CORP COM 058498106 231 6505 SH SOLE 0 0 6505 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 760 7463 SH SOLE 0 0 7463 VANGUARD INDEX FDS LARGE CAP ETF 922908637 212 1700 SH SOLE 0 0 1700 AMERICAN EXPRESS CO COM 025816109 324 3307 SH SOLE 0 0 3307 INTUITIVE SURGICAL INC COM NEW 46120E602 294 614 SH SOLE 0 0 614 PEPSICO INC COM 713448108 2614 24014 SH SOLE 0 0 24014 ISHARES TR SELECT DIVID ETF 464287168 531 5434 SH SOLE 0 0 5434 CVS HEALTH CORP COM 126650100 1586 24649 SH SOLE 0 0 24649 SNAP ON INC COM 833034101 233 1450 SH SOLE 0 0 1450 SELECT SECTOR SPDR TR ENERGY 81369Y506 275 3615 SH SOLE 0 0 3615 NEXTERA ENERGY INC COM 65339F101 1490 8919 SH SOLE 0 0 8919 TARGET CORP COM 87612E106 1265 16613 SH SOLE 0 0 16613 AT&T INC COM 00206R102 654 20364 SH SOLE 0 0 20364 AMAZON COM INC COM 023135106 291 171 SH SOLE 0 0 171 APPLE INC COM 037833100 2387 12897 SH SOLE 0 0 12897 EXPRESS SCRIPTS HLDG CO COM 30219G108 394 5107 SH SOLE 0 0 5107 UNION PAC CORP COM 907818108 550 3880 SH SOLE 0 0 3880 ANADARKO PETE CORP COM 032511107 392 5350 SH SOLE 0 0 5350 LOWES COS INC COM 548661107 3780 39550 SH SOLE 0 0 39550 QUALCOMM INC COM 747525103 572 10199 SH SOLE 0 0 10199 ORACLE CORP COM 68389X105 1994 45247 SH SOLE 0 0 45247 JOHNSON CTLS INTL PLC SHS G51502105 1189 35537 SH SOLE 0 0 35537 TEXAS INSTRS INC COM 882508104 258 2336 SH SOLE 0 0 2336 COLGATE PALMOLIVE CO COM 194162103 1101 16986 SH SOLE 0 0 16986 TEREX CORP NEW COM 880779103 233 5523 SH SOLE 0 0 5523 ISHARES TR U.S. MED DVC ETF 464288810 717 3575 SH SOLE 0 0 3575 VANGUARD INDEX FDS GROWTH ETF 922908736 654 4364 SH SOLE 0 0 4364 BOEING CO COM 097023105 1099 3276 SH SOLE 0 0 3276 PROCTER AND GAMBLE CO COM 742718109 2384 30536 SH SOLE 0 0 30536 PHILIP MORRIS INTL INC COM 718172109 1268 15700 SH SOLE 0 0 15700 WALMART INC COM 931142103 792 9252 SH SOLE 0 0 9252 INTEL CORP COM 458140100 1615 32495 SH SOLE 0 0 32495 DUKE ENERGY CORP NEW COM NEW 26441C204 2154 27240 SH SOLE 0 0 27240 US BANCORP DEL COM NEW 902973304 1573 31446 SH SOLE 0 0 31446 UNITED TECHNOLOGIES CORP COM 913017109 3099 24783 SH SOLE 0 0 24783 SHERWIN WILLIAMS CO COM 824348106 611 1498 SH SOLE 0 0 1498 SCHLUMBERGER LTD COM 806857108 927 13836 SH SOLE 0 0 13836 NIKE INC CL B 654106103 837 10502 SH SOLE 0 0 10502 WISDOMTREE TR US QTLY DIV GRT 97717X669 558 13595 SH SOLE 0 0 13595 COMCAST CORP NEW CL A 20030N101 885 26964 SH SOLE 0 0 26964 ISHARES TR SP SMCP600VL ETF 464287879 9433 57773 SH SOLE 0 0 57773 FEDEX CORP COM 31428X106 537 2366 SH SOLE 0 0 2366 ISHARES TR CORE S&P SCP ETF 464287804 2471 29611 SH SOLE 0 0 29611 EXXON MOBIL CORP COM 30231G102 3999 48335 SH SOLE 0 0 48335 JPMORGAN CHASE & CO COM 46625H100 3340 32054 SH SOLE 0 0 32054 BROADCOM INC COM 11135F101 627 2586 SH SOLE 0 0 2586 SYSCO CORP COM 871829107 208 3040 SH SOLE 0 0 3040 BB&T CORP COM 054937107 2404 47661 SH SOLE 0 0 47661 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1620 8677 SH SOLE 0 0 8677 DIAGEO P L C SPON ADR NEW 25243Q205 606 4207 SH SOLE 0 0 4207 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 480 6929 SH SOLE 0 0 6929 CHEVRON CORP NEW COM 166764100 1567 12395 SH SOLE 0 0 12395 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 2998 17675 SH SOLE 0 0 17675 WABTEC CORP COM 929740108 2257 22895 SH SOLE 0 0 22895 LABORATORY CORP AMER HLDGS COM NEW 50540R409 420 2339 SH SOLE 0 0 2339 L3 TECHNOLOGIES INC COM 502413107 874 4546 SH SOLE 0 0 4546 MONDELEZ INTL INC CL A 609207105 500 12204 SH SOLE 0 0 12204 VISA INC COM CL A 92826C839 2848 21504 SH SOLE 0 0 21504 PPL CORP COM 69351T106 417 14616 SH SOLE 0 0 14616 MICROSTRATEGY INC CL A NEW 594972408 229 1792 SH SOLE 0 0 1792 ISHARES TR RUS 1000 VAL ETF 464287598 575 4738 SH SOLE 0 0 4738 QUEST DIAGNOSTICS INC COM 74834L100 559 5088 SH SOLE 0 0 5088 FACEBOOK INC CL A 30303M102 247 1269 SH SOLE 0 0 1269 TJX COS INC NEW COM 872540109 293 3077 SH SOLE 0 0 3077 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 471 6780 SH SOLE 0 0 6780 SPDR SERIES TRUST S&P INS ETF 78464A789 3049 102300 SH SOLE 0 0 102300 ISHARES TR RUS MDCP VAL ETF 464287473 332 3750 SH SOLE 0 0 3750 LILLY ELI & CO COM 532457108 1249 14635 SH SOLE 0 0 14635 CITIGROUP INC COM NEW 172967424 1567 23409 SH SOLE 0 0 23409 NORFOLK SOUTHERN CORP COM 655844108 465 3082 SH SOLE 0 0 3082 DOWDUPONT INC COM 26078J100 2174 32986 SH SOLE 0 0 32986 ALTRIA GROUP INC COM 02209S103 571 10051 SH SOLE 0 0 10051 SALESFORCE COM INC COM 79466L302 1645 12057 SH SOLE 0 0 12057 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1074 11581 SH SOLE 0 0 11581 MANAGED PORTFOLIO SER TORTOISE NRAM PI 56167N720 2254 96740 SH SOLE 0 0 96740 HOME DEPOT INC COM 437076102 335 1717 SH SOLE 0 0 1717 VERIZON COMMUNICATIONS INC COM 92343V104 2393 47558 SH SOLE 0 0 47558 AMGEN INC COM 031162100 2216 12006 SH SOLE 0 0 12006 DIAMONDBACK ENERGY INC COM 25278X109 569 4325 SH SOLE 0 0 4325 LOCKHEED MARTIN CORP COM 539830109 318 1078 SH SOLE 0 0 1078 WELLS FARGO CO NEW COM 949746101 2745 49515 SH SOLE 0 0 49515 COCA COLA CO COM 191216100 211 4803 SH SOLE 0 0 4803 INTERNATIONAL BUSINESS MACHS COM 459200101 353 2528 SH SOLE 0 0 2528 UNITEDHEALTH GROUP INC COM 91324P102 1329 5417 SH SOLE 0 0 5417 ECOLAB INC COM 278865100 708 5048 SH SOLE 0 0 5048 YUM BRANDS INC COM 988498101 590 7539 SH SOLE 0 0 7539 3M CO COM 88579Y101 1007 5119 SH SOLE 0 0 5119 CAPITAL ONE FINL CORP COM 14040H105 889 9677 SH SOLE 0 0 9677 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 947 18218 SH SOLE 0 0 18218 BRISTOL MYERS SQUIBB CO COM 110122108 2074 37476 SH SOLE 0 0 37476 DEVON ENERGY CORP NEW COM 25179M103 278 6319 SH SOLE 0 0 6319 TYSON FOODS INC CL A 902494103 706 10250 SH SOLE 0 0 10250 DOMINION ENERGY INC COM 25746U109 1225 17963 SH SOLE 0 0 17963 MERCK & CO INC COM 58933Y105 920 15154 SH SOLE 0 0 15154 ISHARES TR S&P US PFD STK 464288687 289 7659 SH SOLE 0 0 7659 STARBUCKS CORP COM 855244109 412 8439 SH SOLE 0 0 8439 VANGUARD WORLD FDS INF TECH ETF 92204A702 7637 42102 SH SOLE 0 0 42102 MICROSOFT CORP COM 594918104 3823 38768 SH SOLE 0 0 38768 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1374 21138 SH SOLE 0 0 21138 VANGUARD GROUP DIV APP ETF 921908844 344 3387 SH SOLE 0 0 3387 UNILEVER PLC SPON ADR NEW 904767704 1013 18327 SH SOLE 0 0 18327 MCDONALDS CORP COM 580135101 562 3588 SH SOLE 0 0 3588 ENBRIDGE INC COM 29250N105 2144 60086 SH SOLE 0 0 60086 ALPHABET INC CAP STK CL A 02079K305 356 315 SH SOLE 0 0 315 GENERAL DYNAMICS CORP COM 369550108 1206 6469 SH SOLE 0 0 6469 GOLDMAN SACHS GROUP INC COM 38141G104 1416 6419 SH SOLE 0 0 6419 HONEYWELL INTL INC COM 438516106 728 5053 SH SOLE 0 0 5053 ALPHABET INC CAP STK CL C 02079K107 3759 3369 SH SOLE 0 0 3369 POLARIS INDS INC COM 731068102 549 4490 SH SOLE 0 0 4490 EMERSON ELEC CO COM 291011104 1278 18481 SH SOLE 0 0 18481 CATERPILLAR INC DEL COM 149123101 409 3014 SH SOLE 0 0 3014 UNITED PARCEL SERVICE INC CL B 911312106 452 4255 SH SOLE 0 0 4255 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 2855 34374 SH SOLE 0 0 34374 BAXTER INTL INC COM 071813109 293 3970 SH SOLE 0 0 3970 MEDTRONIC PLC SHS G5960L103 882 10308 SH SOLE 0 0 10308 BLACKROCK INC COM 09247X101 404 810 SH SOLE 0 0 810 BIOGEN INC COM 09062X103 1983 6833 SH SOLE 0 0 6833 FIRST CTZNS BANCSHARES INC N CL A 31946M103 258 640 SH SOLE 0 0 640 FORTUNE BRANDS HOME & SEC IN COM 34964C106 859 15992 SH SOLE 0 0 15992 MORGAN STANLEY COM NEW 617446448 447 9432 SH SOLE 0 0 9432 BANK AMER CORP COM 060505104 840 29808 SH SOLE 0 0 29808 KELLOGG CO COM 487836108 431 6170 SH SOLE 0 0 6170 EBAY INC COM 278642103 569 15683 SH SOLE 0 0 15683 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 8671 157967 SH SOLE 0 0 157967 PPG INDS INC COM 693506107 251 2421 SH SOLE 0 0 2421 FIFTH THIRD BANCORP COM 316773100 276 9600 SH SOLE 0 0 9600 PRAXAIR INC COM 74005P104 926 5856 SH SOLE 0 0 5856 JOHNSON & JOHNSON COM 478160104 3107 25610 SH SOLE 0 0 25610