Managing Director

0001062993-18-003970.txt : 20181004 0001062993-18-003970.hdr.sgml : 20181004 20181004140011 ACCESSION NUMBER: 0001062993-18-003970 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181004 DATE AS OF CHANGE: 20181004 EFFECTIVENESS DATE: 20181004 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: 181107565 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 09-30-2018 09-30-2018 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 10-03-2018 0 138 188263 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE PFIZER INC COM 717081103 703 15948 SH SOLE 0 0 15948 BECTON DICKINSON & CO COM 075887109 877 3361 SH SOLE 0 0 3361 ADOBE SYS INC COM 00724F101 1707 6324 SH SOLE 0 0 6324 DEERE & CO COM 244199105 467 3106 SH SOLE 0 0 3106 ROYAL BK CDA MONTREAL QUE COM 780087102 668 8333 SH SOLE 0 0 8333 GENERAL ELECTRIC CO COM 369604103 465 41182 SH SOLE 0 0 41182 AMERICAN TOWER CORP NEW COM 03027X100 1615 11112 SH SOLE 0 0 11112 SPDR S&P 500 ETF TR TR UNIT 78462F103 1470 5057 SH SOLE 0 0 5057 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 809 7573 SH SOLE 0 0 7573 BALL CORP COM 058498106 282 6405 SH SOLE 0 0 6405 DISNEY WALT CO COM DISNEY 254687106 3239 27701 SH SOLE 0 0 27701 VANGUARD INDEX FDS LARGE CAP ETF 922908637 210 1575 SH SOLE 0 0 1575 INTUITIVE SURGICAL INC COM NEW 46120E602 352 614 SH SOLE 0 0 614 AMERICAN EXPRESS CO COM 025816109 352 3307 SH SOLE 0 0 3307 ISHARES TR SELECT DIVID ETF 464287168 542 5434 SH SOLE 0 0 5434 PEPSICO INC COM 713448108 2661 23805 SH SOLE 0 0 23805 CVS HEALTH CORP COM 126650100 1952 24801 SH SOLE 0 0 24801 SELECT SECTOR SPDR TR ENERGY 81369Y506 253 3340 SH SOLE 0 0 3340 SNAP ON INC COM 833034101 251 1365 SH SOLE 0 0 1365 NEXTERA ENERGY INC COM 65339F101 1488 8880 SH SOLE 0 0 8880 TARGET CORP COM 87612E106 1422 16124 SH SOLE 0 0 16124 AT&T INC COM 00206R102 671 19989 SH SOLE 0 0 19989 AMAZON COM INC COM 023135106 284 142 SH SOLE 0 0 142 EXPRESS SCRIPTS HLDG CO COM 30219G108 444 4673 SH SOLE 0 0 4673 APPLE INC COM 037833100 2750 12181 SH SOLE 0 0 12181 UNION PAC CORP COM 907818108 651 3995 SH SOLE 0 0 3995 ANADARKO PETE CORP COM 032511107 355 5270 SH SOLE 0 0 5270 LOWES COS INC COM 548661107 4360 37971 SH SOLE 0 0 37971 QUALCOMM INC COM 747525103 737 10226 SH SOLE 0 0 10226 COLGATE PALMOLIVE CO COM 194162103 1143 17067 SH SOLE 0 0 17067 JOHNSON CTLS INTL PLC SHS G51502105 1229 35127 SH SOLE 0 0 35127 TEREX CORP NEW COM 880779103 220 5523 SH SOLE 0 0 5523 ORACLE CORP COM 68389X105 2256 43758 SH SOLE 0 0 43758 TEXAS INSTRS INC COM 882508104 251 2336 SH SOLE 0 0 2336 ISHARES TR U.S. MED DVC ETF 464288810 813 3575 SH SOLE 0 0 3575 VANGUARD INDEX FDS GROWTH ETF 922908736 700 4349 SH SOLE 0 0 4349 PROCTER AND GAMBLE CO COM 742718109 2557 30728 SH SOLE 0 0 30728 BOEING CO COM 097023105 1196 3216 SH SOLE 0 0 3216 PHILIP MORRIS INTL INC COM 718172109 1248 15310 SH SOLE 0 0 15310 WALMART INC COM 931142103 845 9002 SH SOLE 0 0 9002 INTEL CORP COM 458140100 1477 31228 SH SOLE 0 0 31228 DUKE ENERGY CORP NEW COM NEW 26441C204 2121 26510 SH SOLE 0 0 26510 UNITED TECHNOLOGIES CORP COM 913017109 3357 24013 SH SOLE 0 0 24013 US BANCORP DEL COM NEW 902973304 1645 31141 SH SOLE 0 0 31141 SCHLUMBERGER LTD COM 806857108 803 13181 SH SOLE 0 0 13181 SHERWIN WILLIAMS CO COM 824348106 655 1439 SH SOLE 0 0 1439 NIKE INC CL B 654106103 857 10111 SH SOLE 0 0 10111 WISDOMTREE TR US QTLY DIV GRT 97717X669 600 13535 SH SOLE 0 0 13535 ISHARES TR SP SMCP600VL ETF 464287879 9317 55814 SH SOLE 0 0 55814 COMCAST CORP NEW CL A 20030N101 994 28074 SH SOLE 0 0 28074 FEDEX CORP COM 31428X106 601 2496 SH SOLE 0 0 2496 ISHARES TR CORE S&P SCP ETF 464287804 2584 29621 SH SOLE 0 0 29621 EXXON MOBIL CORP COM 30231G102 4124 48505 SH SOLE 0 0 48505 JPMORGAN CHASE & CO COM 46625H100 3583 31754 SH SOLE 0 0 31754 BROADCOM INC COM 11135F101 719 2914 SH SOLE 0 0 2914 BB&T CORP COM 054937107 2202 45362 SH SOLE 0 0 45362 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1868 8726 SH SOLE 0 0 8726 DIAGEO P L C SPON ADR NEW 25243Q205 592 4177 SH SOLE 0 0 4177 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 3197 17715 SH SOLE 0 0 17715 CHEVRON CORP NEW COM 166764100 1514 12385 SH SOLE 0 0 12385 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 486 7139 SH SOLE 0 0 7139 LABORATORY CORP AMER HLDGS COM NEW 50540R409 406 2339 SH SOLE 0 0 2339 WABTEC CORP COM 929740108 2264 21585 SH SOLE 0 0 21585 L3 TECHNOLOGIES INC COM 502413107 958 4506 SH SOLE 0 0 4506 MONDELEZ INTL INC CL A 609207105 541 12586 SH SOLE 0 0 12586 VISA INC COM CL A 92826C839 3109 20717 SH SOLE 0 0 20717 PPL CORP COM 69351T106 441 15062 SH SOLE 0 0 15062 ISHARES TR RUS 1000 VAL ETF 464287598 610 4820 SH SOLE 0 0 4820 MICROSTRATEGY INC CL A NEW 594972408 248 1767 SH SOLE 0 0 1767 QUEST DIAGNOSTICS INC COM 74834L100 541 5018 SH SOLE 0 0 5018 FACEBOOK INC CL A 30303M102 204 1239 SH SOLE 0 0 1239 TJX COS INC NEW COM 872540109 319 2847 SH SOLE 0 0 2847 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 511 6780 SH SOLE 0 0 6780 ISHARES TR RUS MDCP VAL ETF 464287473 335 3710 SH SOLE 0 0 3710 SPDR SERIES TRUST S&P INS ETF 78464A789 3250 101365 SH SOLE 0 0 101365 LILLY ELI & CO COM 532457108 1565 14580 SH SOLE 0 0 14580 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 207 1145 SH SOLE 0 0 1145 NORFOLK SOUTHERN CORP COM 655844108 490 2717 SH SOLE 0 0 2717 CITIGROUP INC COM NEW 172967424 1778 24781 SH SOLE 0 0 24781 DOWDUPONT INC COM 26078J100 2328 36201 SH SOLE 0 0 36201 ALTRIA GROUP INC COM 02209S103 615 10195 SH SOLE 0 0 10195 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1150 11742 SH SOLE 0 0 11742 SALESFORCE COM INC COM 79466L302 1894 11907 SH SOLE 0 0 11907 MANAGED PORTFOLIO SER TORTOISE NRAM PI 56167N720 2257 96990 SH SOLE 0 0 96990 HOME DEPOT INC COM 437076102 356 1717 SH SOLE 0 0 1717 VERIZON COMMUNICATIONS INC COM 92343V104 2417 45265 SH SOLE 0 0 45265 DIAMONDBACK ENERGY INC COM 25278X109 598 4420 SH SOLE 0 0 4420 AMGEN INC COM 031162100 2440 11772 SH SOLE 0 0 11772 COCA COLA CO COM 191216100 241 5227 SH SOLE 0 0 5227 LOCKHEED MARTIN CORP COM 539830109 363 1048 SH SOLE 0 0 1048 WELLS FARGO CO NEW COM 949746101 2606 49577 SH SOLE 0 0 49577 ECOLAB INC COM 278865100 762 4863 SH SOLE 0 0 4863 UNITEDHEALTH GROUP INC COM 91324P102 1423 5347 SH SOLE 0 0 5347 YUM BRANDS INC COM 988498101 658 7239 SH SOLE 0 0 7239 INTERNATIONAL BUSINESS MACHS COM 459200101 394 2604 SH SOLE 0 0 2604 3M CO COM 88579Y101 1095 5199 SH SOLE 0 0 5199 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 938 17823 SH SOLE 0 0 17823 CAPITAL ONE FINL CORP COM 14040H105 886 9338 SH SOLE 0 0 9338 TYSON FOODS INC CL A 902494103 610 10250 SH SOLE 0 0 10250 DEVON ENERGY CORP NEW COM 25179M103 253 6334 SH SOLE 0 0 6334 BRISTOL MYERS SQUIBB CO COM 110122108 2304 37107 SH SOLE 0 0 37107 ISHARES TR S&P US PFD STK 464288687 284 7659 SH SOLE 0 0 7659 DOMINION ENERGY INC COM 25746U109 1253 17826 SH SOLE 0 0 17826 MERCK & CO INC COM 58933Y105 1064 14994 SH SOLE 0 0 14994 VANGUARD WORLD FDS INF TECH ETF 92204A702 8099 39982 SH SOLE 0 0 39982 STARBUCKS CORP COM 855244109 382 6714 SH SOLE 0 0 6714 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1477 21233 SH SOLE 0 0 21233 MICROSOFT CORP COM 594918104 4441 38831 SH SOLE 0 0 38831 VANGUARD GROUP DIV APP ETF 921908844 376 3399 SH SOLE 0 0 3399 UNILEVER PLC SPON ADR NEW 904767704 989 17993 SH SOLE 0 0 17993 ENBRIDGE INC COM 29250N105 1902 58902 SH SOLE 0 0 58902 MCDONALDS CORP COM 580135101 625 3736 SH SOLE 0 0 3736 ALPHABET INC CAP STK CL A 02079K305 380 315 SH SOLE 0 0 315 GENERAL DYNAMICS CORP COM 369550108 1289 6295 SH SOLE 0 0 6295 GOLDMAN SACHS GROUP INC COM 38141G104 1411 6294 SH SOLE 0 0 6294 HONEYWELL INTL INC COM 438516106 818 4914 SH SOLE 0 0 4914 CANADIAN PAC RY LTD COM 13645T100 226 1066 SH SOLE 0 0 1066 ALPHABET INC CAP STK CL C 02079K107 3919 3284 SH SOLE 0 0 3284 POLARIS INDS INC COM 731068102 443 4390 SH SOLE 0 0 4390 EMERSON ELEC CO COM 291011104 1397 18245 SH SOLE 0 0 18245 CATERPILLAR INC DEL COM 149123101 445 2919 SH SOLE 0 0 2919 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 2919 33516 SH SOLE 0 0 33516 UNITED PARCEL SERVICE INC CL B 911312106 497 4255 SH SOLE 0 0 4255 BAXTER INTL INC COM 071813109 296 3840 SH SOLE 0 0 3840 MEDTRONIC PLC SHS G5960L103 1058 10757 SH SOLE 0 0 10757 BLACKROCK INC COM 09247X101 409 868 SH SOLE 0 0 868 BIOGEN INC COM 09062X103 2351 6653 SH SOLE 0 0 6653 FORTUNE BRANDS HOME & SEC IN COM 34964C106 829 15827 SH SOLE 0 0 15827 FIRST CTZNS BANCSHARES INC N CL A 31946M103 296 655 SH SOLE 0 0 655 MORGAN STANLEY COM NEW 617446448 419 8992 SH SOLE 0 0 8992 BANK AMER CORP COM 060505104 877 29768 SH SOLE 0 0 29768 KELLOGG CO COM 487836108 441 6300 SH SOLE 0 0 6300 EBAY INC COM 278642103 711 21523 SH SOLE 0 0 21523 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 8936 154492 SH SOLE 0 0 154492 JOHNSON & JOHNSON COM 478160104 3463 25064 SH SOLE 0 0 25064 PPG INDS INC COM 693506107 259 2376 SH SOLE 0 0 2376 FIFTH THIRD BANCORP COM 316773100 254 9100 SH SOLE 0 0 9100 PRAXAIR INC COM 74005P104 872 5427 SH SOLE 0 0 5427