Managing Director

0001062993-19-001603.txt : 20190408 0001062993-19-001603.hdr.sgml : 20190408 20190408105351 ACCESSION NUMBER: 0001062993-19-001603 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190408 DATE AS OF CHANGE: 20190408 EFFECTIVENESS DATE: 20190408 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: 19736751 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 03-31-2019 03-31-2019 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 04-05-2019 0 146 190812 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE BECTON DICKINSON & CO COM 075887109 871 3486 SH SOLE 0 0 3486 YUM CHINA HLDGS INC COM 98850P109 261 5814 SH SOLE 0 0 5814 PFIZER INC COM 717081103 690 16251 SH SOLE 0 0 16251 ROYAL BK CDA MONTREAL QUE COM 780087102 576 7623 SH SOLE 0 0 7623 CORE LABORATORIES N V COM N22717107 483 3019 SH SOLE 0 0 3019 RAYTHEON CO COM NEW 755111507 358 1968 SH SOLE 0 0 1968 GENERAL ELECTRIC CO COM 369604103 292 29278 SH SOLE 0 0 29278 AMERICAN TOWER CORP NEW COM 03027X100 2057 10436 SH SOLE 0 0 10436 BALL CORP COM 058498106 293 5070 SH SOLE 0 0 5070 SPDR S&P 500 ETF TR TR UNIT 78462F103 1357 4803 SH SOLE 0 0 4803 DISNEY WALT CO COM DISNEY 254687106 3049 27459 SH SOLE 0 0 27459 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 829 7942 SH SOLE 0 0 7942 VANGUARD INDEX FDS LARGE CAP ETF 922908637 204 1575 SH SOLE 0 0 1575 AMERICAN EXPRESS CO COM 025816109 347 3176 SH SOLE 0 0 3176 EASTGROUP PPTY INC COM 277276101 1954 7331 SH SOLE 0 0 7331 INTUITIVE SURGICAL INC COM NEW 46120E602 285 500 SH SOLE 0 0 500 ISHARES TR SELECT DIVID ETF 464287168 534 5434 SH SOLE 0 0 5434 PEPSICO INC COM 713448108 2953 24094 SH SOLE 0 0 24094 CVS HEALTH CORP COM 126650100 1393 25823 SH SOLE 0 0 25823 COSTCO WHSL CORP NEW COM 22160K105 206 850 SH SOLE 0 0 850 OCCIDENTAL PETE CORP COM 674599105 1656 8568 SH SOLE 0 0 8568 VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 261 15125 SH SOLE 0 0 15125 TARGET CORP COM 87612E106 1259 15682 SH SOLE 0 0 15682 AT&T INC COM 00206R102 451 14393 SH SOLE 0 0 14393 BORGWARNER INC COM 099724106 1179 30693 SH SOLE 0 0 30693 UNDER ARMOUR INC CL C 904311206 1280 719 SH SOLE 0 0 719 ALLEGHENY TECHNOLOGIES INC COM 01741R102 2819 14843 SH SOLE 0 0 14843 QUALCOMM INC COM 747525103 352 6168 SH SOLE 0 0 6168 LOWES COS INC COM 548661107 4484 40965 SH SOLE 0 0 40965 WESBANCO INC COM 950810101 344 7553 SH SOLE 0 0 7553 TEXAS INSTRS INC COM 882508104 261 2465 SH SOLE 0 0 2465 JOHNSON CTLS INTL PLC SHS G51502105 2172 40444 SH SOLE 0 0 40444 COLGATE PALMOLIVE CO COM 194162103 984 14353 SH SOLE 0 0 14353 REALTY INCOME CORP COM 756109104 826 3567 SH SOLE 0 0 3567 VANGUARD INDEX FDS GROWTH ETF 922908736 641 4100 SH SOLE 0 0 4100 BOEING CO COM 097023105 1245 3263 SH SOLE 0 0 3263 PROCTER AND GAMBLE CO COM 742718109 3079 29592 SH SOLE 0 0 29592 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 412 5885 SH SOLE 0 0 5885 ENTERPRISE PRODS PARTNERS L COM 293792107 218 7493 SH SOLE 0 0 7493 PHILIP MORRIS INTL INC COM 718172109 1154 13059 SH SOLE 0 0 13059 WALMART INC COM 931142103 799 8196 SH SOLE 0 0 8196 INTEL CORP COM 458140100 1674 31173 SH SOLE 0 0 31173 DUKE ENERGY CORP NEW COM NEW 26441C204 1925 21394 SH SOLE 0 0 21394 US BANCORP DEL COM NEW 902973304 1485 30813 SH SOLE 0 0 30813 CABOT MICROELECTRONICS CORP COM 12709P103 3067 23797 SH SOLE 0 0 23797 NIKE INC CL B 654106103 850 10096 SH SOLE 0 0 10096 SCHLUMBERGER LTD COM 806857108 454 10427 SH SOLE 0 0 10427 SHERWIN WILLIAMS CO COM 824348106 600 1394 SH SOLE 0 0 1394 WISDOMTREE TR US QTLY DIV GRT 97717X669 524 12170 SH SOLE 0 0 12170 LINDE PLC COM G5494J103 986 5604 SH SOLE 0 0 5604 ISHARES TR SP SMCP600VL ETF 464287879 5066 34338 SH SOLE 0 0 34338 COMCAST CORP NEW CL A 20030N101 1180 29504 SH SOLE 0 0 29504 FEDEX CORP COM 31428X106 870 4796 SH SOLE 0 0 4796 ISHARES TR CORE S&P SCP ETF 464287804 2666 34560 SH SOLE 0 0 34560 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 272 3998 SH SOLE 0 0 3998 EXXON MOBIL CORP COM 30231G102 3867 47863 SH SOLE 0 0 47863 JPMORGAN CHASE & CO COM 46625H100 3274 32342 SH SOLE 0 0 32342 BROADCOM INC COM 11135F101 871 2896 SH SOLE 0 0 2896 BB&T CORP COM 054937107 2204 47375 SH SOLE 0 0 47375 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1823 9077 SH SOLE 0 0 9077 ONEOK INC NEW COM 682680103 282 2624 SH SOLE 0 0 2624 DIAGEO P L C SPON ADR NEW 25243Q205 634 3876 SH SOLE 0 0 3876 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 424 6770 SH SOLE 0 0 6770 PEBBLEBROOK HOTEL TR COM 70509V100 1929 15658 SH SOLE 0 0 15658 CHEVRON CORP NEW COM 166764100 3167 18368 SH SOLE 0 0 18368 LABORATORY CORP AMER HLDGS COM NEW 50540R409 1621 21992 SH SOLE 0 0 21992 WABTEC CORP COM 929740108 469 3068 SH SOLE 0 0 3068 VANGUARD INDEX FDS MID CAP ETF 922908629 521 3240 SH SOLE 0 0 3240 WELBILT INC COM 949090104 895 4339 SH SOLE 0 0 4339 MONDELEZ INTL INC CL A 609207105 656 13146 SH SOLE 0 0 13146 VISA INC COM CL A 92826C839 3091 19789 SH SOLE 0 0 19789 CONSTELLATION BRANDS INC CL A 21036P108 447 2550 SH SOLE 0 0 2550 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 494 15553 SH SOLE 0 0 15553 KIMBERLY CLARK CORP COM 494368103 3719 61668 SH SOLE 0 0 61668 MICROSTRATEGY INC CL A NEW 594972408 255 1767 SH SOLE 0 0 1767 ISHARES TR RUS 1000 VAL ETF 464287598 470 3805 SH SOLE 0 0 3805 FACEBOOK INC CL A 30303M102 402 4468 SH SOLE 0 0 4468 TJX COS INC NEW COM 872540109 284 5338 SH SOLE 0 0 5338 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 485 6560 SH SOLE 0 0 6560 SPDR SERIES TRUST S&P INS ETF 78464A789 3045 98545 SH SOLE 0 0 98545 LILLY ELI & CO COM 532457108 1672 12884 SH SOLE 0 0 12884 ELECTRONIC ARTS INC COM 285512109 506 4975 SH SOLE 0 0 4975 CITIGROUP INC COM NEW 172967424 1710 27481 SH SOLE 0 0 27481 NORFOLK SOUTHERN CORP COM 655844108 416 2227 SH SOLE 0 0 2227 DOWDUPONT INC COM 26078J100 2160 40521 SH SOLE 0 0 40521 ALTRIA GROUP INC COM 02209S103 319 5552 SH SOLE 0 0 5552 SALESFORCE COM INC COM 79466L302 1957 12354 SH SOLE 0 0 12354 ISHARES TR US AER DEF ETF 464288760 1130 11371 SH SOLE 0 0 11371 MANAGED PORTFOLIO SER TORTOISE NRAM PI 56167N720 4353 182278 SH SOLE 0 0 182278 HOME DEPOT INC COM 437076102 325 1692 SH SOLE 0 0 1692 TIFFANY & CO NEW COM 886547108 573 5425 SH SOLE 0 0 5425 VERIZON COMMUNICATIONS INC COM 92343V104 2614 44215 SH SOLE 0 0 44215 DIAMONDBACK ENERGY INC COM 25278X109 845 8325 SH SOLE 0 0 8325 AMGEN INC COM 031162100 2169 11417 SH SOLE 0 0 11417 COCA COLA CO COM 191216100 273 5820 SH SOLE 0 0 5820 LOCKHEED MARTIN CORP COM 539830109 330 1101 SH SOLE 0 0 1101 WELLS FARGO CO NEW COM 949746101 2230 46142 SH SOLE 0 0 46142 UNITEDHEALTH GROUP INC COM 91324P102 1316 5323 SH SOLE 0 0 5323 ECOLAB INC COM 278865100 759 4301 SH SOLE 0 0 4301 CANADIAN NATL RY CO COM 136375102 729 7299 SH SOLE 0 0 7299 INTERNATIONAL BUSINESS MACHS COM 459200101 261 1853 SH SOLE 0 0 1853 3M CO COM 88579Y101 1146 5516 SH SOLE 0 0 5516 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 975 16763 SH SOLE 0 0 16763 CAPITAL ONE FINL CORP COM 14040H105 520 6368 SH SOLE 0 0 6368 BRISTOL MYERS SQUIBB CO COM 110122108 1722 36090 SH SOLE 0 0 36090 ISHARES TR CORE S&P MCP ETF 464287507 506 2673 SH SOLE 0 0 2673 MERCK & CO INC COM 58933Y105 1145 13762 SH SOLE 0 0 13762 DOMINION ENERGY INC COM 25746U109 1365 17810 SH SOLE 0 0 17810 STARBUCKS CORP COM 855244109 427 5749 SH SOLE 0 0 5749 VANGUARD WORLD FDS INF TECH ETF 92204A702 7699 38373 SH SOLE 0 0 38373 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4690 39765 SH SOLE 0 0 39765 MICROSOFT CORP COM 594918104 1774 26240 SH SOLE 0 0 26240 ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 362 3303 SH SOLE 0 0 3303 TYSON FOODS INC CL A 902494103 642 9250 SH SOLE 0 0 9250 UNILEVER PLC SPON ADR NEW 904767704 985 17063 SH SOLE 0 0 17063 MCDONALDS CORP COM 580135101 701 3694 SH SOLE 0 0 3694 ENBRIDGE INC COM 29250N105 2213 61024 SH SOLE 0 0 61024 ALPHABET INC CAP STK CL A 02079K305 361 307 SH SOLE 0 0 307 MASTERCARD INC CL A 57636Q104 230 975 SH SOLE 0 0 975 GENERAL DYNAMICS CORP COM 369550108 1028 6071 SH SOLE 0 0 6071 MCCORMICK & CO INC COM NON VTG 579780206 782 5194 SH SOLE 0 0 5194 GOLDMAN SACHS GROUP INC COM 38141G104 1421 7402 SH SOLE 0 0 7402 CELGENE CORP COM 151020104 213 2258 SH SOLE 0 0 2258 UNION PACIFIC CORP COM 907818108 667 3990 SH SOLE 0 0 3990 DXC TECHNOLOGY CO COM 23355L106 781 4914 SH SOLE 0 0 4914 CANADIAN PAC RY LTD COM 13645T100 220 1066 SH SOLE 0 0 1066 MEDICAL PPTYS TRUST INC COM 58463J304 306 7195 SH SOLE 0 0 7195 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3824 3259 SH SOLE 0 0 3259 POLARIS INDS INC COM 731068102 266 3150 SH SOLE 0 0 3150 EMERSON ELEC CO COM 291011104 1456 21270 SH SOLE 0 0 21270 CATERPILLAR INC DEL COM 149123101 1069 7889 SH SOLE 0 0 7889 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 2823 32953 SH SOLE 0 0 32953 UNITED PARCEL SERVICE INC CL B 911312106 381 3410 SH SOLE 0 0 3410 LAM RESEARCH CORP COM 512807108 367 2050 SH SOLE 0 0 2050 BAXTER INTL INC COM 071813109 306 3765 SH SOLE 0 0 3765 MEDTRONIC PLC SHS G5960L103 1098 12056 SH SOLE 0 0 12056 BLACKROCK INC COM 09247X101 254 595 SH SOLE 0 0 595 BIOGEN INC COM 09062X103 1610 6813 SH SOLE 0 0 6813 ALBANY INTL CORP CL A 012348108 267 655 SH SOLE 0 0 655 MORGAN STANLEY COM NEW 617446448 480 11377 SH SOLE 0 0 11377 ISHARES INC MSCI JPN ETF NEW 46434G822 1451 52583 SH SOLE 0 0 52583 KELLOGG CO COM 487836108 523 9110 SH SOLE 0 0 9110 HEXCEL CORP NEW COM 428291108 9402 169743 SH SOLE 0 0 169743 FIFTH THIRD BANCORP COM 316773100 224 8900 SH SOLE 0 0 8900 PPG INDS INC COM 693506107 258 2286 SH SOLE 0 0 2286 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3409 24387 SH SOLE 0 0 24387