Managing Director

0001062993-19-003899.txt : 20191015 0001062993-19-003899.hdr.sgml : 20191015 20191015130751 ACCESSION NUMBER: 0001062993-19-003899 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191015 DATE AS OF CHANGE: 20191015 EFFECTIVENESS DATE: 20191015 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: 191150456 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 09-30-2019 09-30-2019 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 10-15-2019 0 153 204539 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE BECTON DICKINSON & CO COM 075887109 1001 3956 SH SOLE 0 0 3956 PFIZER INC COM 717081103 627 17460 SH SOLE 0 0 17460 ROYAL BK CDA MONTREAL QUE COM 780087102 604 7448 SH SOLE 0 0 7448 YUM CHINA HLDGS INC COM 98850P109 264 5814 SH SOLE 0 0 5814 DEERE & CO COM 244199105 625 3706 SH SOLE 0 0 3706 RAYTHEON CO COM NEW 755111507 386 1966 SH SOLE 0 0 1966 GENERAL ELECTRIC CO COM 369604103 243 27162 SH SOLE 0 0 27162 AMERICAN TOWER CORP NEW COM 03027X100 1820 8232 SH SOLE 0 0 8232 DISNEY WALT CO COM DISNEY 254687106 3075 23598 SH SOLE 0 0 23598 BALL CORP COM 058498106 333 4580 SH SOLE 0 0 4580 SPDR S&P 500 ETF TR TR UNIT 78462F103 1592 5364 SH SOLE 0 0 5364 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 908 8403 SH SOLE 0 0 8403 VANGUARD INDEX FDS LARGE CAP ETF 922908637 202 1485 SH SOLE 0 0 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68389X105 1664 30245 SH SOLE 0 0 30245 COLGATE PALMOLIVE CO COM 194162103 1093 14862 SH SOLE 0 0 14862 TEXAS INSTRS INC COM 882508104 313 2425 SH SOLE 0 0 2425 ISHARES TR U.S. MED DVC ETF 464288810 838 3390 SH SOLE 0 0 3390 VANGUARD INDEX FDS GROWTH ETF 922908736 726 4368 SH SOLE 0 0 4368 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 481 6895 SH SOLE 0 0 6895 BOEING CO COM 097023105 1363 3583 SH SOLE 0 0 3583 PHILIP MORRIS INTL INC COM 718172109 938 12354 SH SOLE 0 0 12354 WALMART INC COM 931142103 874 7365 SH SOLE 0 0 7365 INTEL CORP COM 458140100 1757 34095 SH SOLE 0 0 34095 VEEVA SYS INC CL A COM 922475108 805 5275 SH SOLE 0 0 5275 DUKE ENERGY CORP NEW COM NEW 26441C204 2201 22957 SH SOLE 0 0 22957 UNITED TECHNOLOGIES CORP COM 913017109 3259 23868 SH SOLE 0 0 23868 SHERWIN WILLIAMS CO COM 824348106 724 1317 SH SOLE 0 0 1317 NIKE INC CL B 654106103 1191 12682 SH SOLE 0 0 12682 SCHLUMBERGER LTD COM 806857108 514 15040 SH SOLE 0 0 15040 WISDOMTREE TR US QTLY DIV GRT 97717X669 558 12375 SH SOLE 0 0 12375 NCR CORP NEW COM 62886E108 799 25305 SH SOLE 0 0 25305 US BANCORP DEL COM NEW 902973304 1645 29718 SH SOLE 0 0 29718 COMCAST CORP NEW CL A 20030N101 1376 30528 SH SOLE 0 0 30528 ISHARES TR SP SMCP600VL ETF 464287879 5120 34092 SH SOLE 0 0 34092 FEDEX CORP COM 31428X106 785 5391 SH SOLE 0 0 5391 ISHARES TR CORE S&P SCP ETF 464287804 3084 39620 SH SOLE 0 0 39620 EXXON MOBIL CORP COM 30231G102 3635 51475 SH SOLE 0 0 51475 DOW INC COM 260557103 452 9488 SH SOLE 0 0 9488 JPMORGAN CHASE & CO COM 46625H100 3670 31181 SH SOLE 0 0 31181 NATIONAL OILWELL VARCO INC COM 637071101 206 9701 SH SOLE 0 0 9701 BROADCOM INC COM 11135F101 796 2884 SH SOLE 0 0 2884 BB&T CORP COM 054937107 2387 44720 SH SOLE 0 0 44720 PROCTER & GAMBLE CO COM 742718109 3121 25090 SH SOLE 0 0 25090 VANGUARD INDEX FDS VALUE ETF 922908744 306 2738 SH SOLE 0 0 2738 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1967 9454 SH SOLE 0 0 9454 SPLUNK INC COM 848637104 324 2750 SH SOLE 0 0 2750 DIAGEO P L C SPON ADR NEW 25243Q205 486 2974 SH SOLE 0 0 2974 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 281 4775 SH SOLE 0 0 4775 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 3362 18668 SH SOLE 0 0 18668 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 172 13170 SH SOLE 0 0 13170 CHEVRON CORP NEW COM 166764100 1990 16778 SH SOLE 0 0 16778 WABTEC CORP COM 929740108 1663 23137 SH SOLE 0 0 23137 LABORATORY CORP AMER HLDGS COM NEW 50540R409 558 3323 SH SOLE 0 0 3323 POLARIS INC COM 731068102 225 2555 SH SOLE 0 0 2555 VANGUARD INDEX FDS MID CAP ETF 922908629 518 3090 SH SOLE 0 0 3090 SIMON PPTY GROUP INC NEW COM 828806109 566 3639 SH SOLE 0 0 3639 MONDELEZ INTL INC CL A 609207105 655 11841 SH SOLE 0 0 11841 VISA INC COM CL A 92826C839 3200 18604 SH SOLE 0 0 18604 PPL CORP COM 69351T106 478 15165 SH SOLE 0 0 15165 CONSTELLATION BRANDS INC CL A 21036P108 1146 5530 SH SOLE 0 0 5530 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 3929 64139 SH SOLE 0 0 64139 MICROSTRATEGY INC CL A NEW 594972408 228 1540 SH SOLE 0 0 1540 ISHARES TR RUS 1000 VAL ETF 464287598 494 3855 SH SOLE 0 0 3855 QUEST DIAGNOSTICS INC COM 74834L100 484 4524 SH SOLE 0 0 4524 TJX COS INC NEW COM 872540109 226 4057 SH SOLE 0 0 4057 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 522 6480 SH SOLE 0 0 6480 SPDR SERIES TRUST S&P INS ETF 78464A789 3143 89225 SH SOLE 0 0 89225 ELECTRONIC ARTS INC COM 285512109 758 7750 SH SOLE 0 0 7750 LILLY ELI & CO COM 532457108 1397 12495 SH SOLE 0 0 12495 CITIGROUP INC COM NEW 172967424 2096 30342 SH SOLE 0 0 30342 NORFOLK SOUTHERN CORP COM 655844108 387 2152 SH SOLE 0 0 2152 ALTRIA GROUP INC COM 02209S103 229 5597 SH SOLE 0 0 5597 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1081 10533 SH SOLE 0 0 10533 SALESFORCE COM INC COM 79466L302 1399 9424 SH SOLE 0 0 9424 MANAGED PORTFOLIO SER TORTOISE NRAM PI 56167N720 5505 235267 SH SOLE 0 0 235267 HOME DEPOT INC COM 437076102 340 1467 SH SOLE 0 0 1467 L3HARRIS TECHNOLOGIES INC COM 502431109 1088 5213 SH SOLE 0 0 5213 TIFFANY & CO NEW COM 886547108 503 5430 SH SOLE 0 0 5430 VERIZON COMMUNICATIONS INC COM 92343V104 2726 45169 SH SOLE 0 0 45169 DIAMONDBACK ENERGY INC COM 25278X109 822 9145 SH SOLE 0 0 9145 AMGEN INC COM 031162100 2203 11382 SH SOLE 0 0 11382 WELLS FARGO CO NEW COM 949746101 2451 48602 SH SOLE 0 0 48602 LOCKHEED MARTIN CORP COM 539830109 435 1114 SH SOLE 0 0 1114 COCA COLA CO COM 191216100 397 7284 SH SOLE 0 0 7284 UNITEDHEALTH GROUP INC COM 91324P102 1319 6068 SH SOLE 0 0 6068 YUM BRANDS INC COM 988498101 692 6099 SH SOLE 0 0 6099 INTERNATIONAL BUSINESS MACHS COM 459200101 446 3068 SH SOLE 0 0 3068 ECOLAB INC COM 278865100 790 3987 SH SOLE 0 0 3987 AMERICAN ELEC PWR CO INC COM 025537101 260 2775 SH SOLE 0 0 2775 3M CO COM 88579Y101 934 5679 SH SOLE 0 0 5679 CAPITAL ONE FINL CORP COM 14040H105 572 6283 SH SOLE 0 0 6283 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 873 13478 SH SOLE 0 0 13478 BRISTOL MYERS SQUIBB CO COM 110122108 1915 37764 SH SOLE 0 0 37764 ISHARES TR CORE S&P MCP ETF 464287507 582 3012 SH SOLE 0 0 3012 DOMINION 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SOLE 0 0 7928 MCCORMICK & CO INC COM NON VTG 579780206 203 1299 SH SOLE 0 0 1299 CELGENE CORP COM 151020104 279 2808 SH SOLE 0 0 2808 UNION PACIFIC CORP COM 907818108 676 4175 SH SOLE 0 0 4175 HONEYWELL INTL INC COM 438516106 781 4613 SH SOLE 0 0 4613 CANADIAN PAC RY LTD COM 13645T100 237 1066 SH SOLE 0 0 1066 DUPONT DE NEMOURS INC COM 26614N102 1120 15700 SH SOLE 0 0 15700 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 304 7552 SH SOLE 0 0 7552 CORTEVA INC COM 22052L104 719 25688 SH SOLE 0 0 25688 ALPHABET INC CAP STK CL C 02079K107 3834 3145 SH SOLE 0 0 3145 CATERPILLAR INC DEL COM 149123101 1121 8875 SH SOLE 0 0 8875 EMERSON ELEC CO COM 291011104 1574 23542 SH SOLE 0 0 23542 LAM RESEARCH CORP COM 512807108 490 2120 SH SOLE 0 0 2120 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 2922 32933 SH SOLE 0 0 32933 UNITED PARCEL SERVICE INC CL B 911312106 409 3410 SH SOLE 0 0 3410 BAXTER INTL INC COM 071813109 375 4285 SH SOLE 0 0 4285 MEDTRONIC PLC SHS G5960L103 1474 13570 SH SOLE 0 0 13570 BLACKROCK INC COM 09247X101 229 513 SH SOLE 0 0 513 BIOGEN INC COM 09062X103 1469 6311 SH SOLE 0 0 6311 FIRST CTZNS BANCSHARES INC N CL A 31946M103 297 630 SH SOLE 0 0 630 MORGAN STANLEY COM NEW 617446448 525 12297 SH SOLE 0 0 12297 BANK AMER CORP COM 060505104 1859 63721 SH SOLE 0 0 63721 KELLOGG CO COM 487836108 655 10185 SH SOLE 0 0 10185 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 10526 186175 SH SOLE 0 0 186175 PPG INDS INC COM 693506107 267 2256 SH SOLE 0 0 2256 JOHNSON & JOHNSON COM 478160104 3034 23450 SH SOLE 0 0 23450