0001062993-20-001647.txt : 20200406
0001062993-20-001647.hdr.sgml : 20200406
20200406123648
ACCESSION NUMBER: 0001062993-20-001647
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200406
DATE AS OF CHANGE: 20200406
EFFECTIVENESS DATE: 20200406
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: 20776438
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
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true
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0001541353
XXXXXXXX
03-31-2020
03-31-2020
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
04-03-2020
0
151
173504
true
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
BECTON DICKINSON & CO
COM
075887109
1210
5264
SH
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5264
PFIZER INC
COM
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SOLE
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19346
DEERE & CO
COM
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512
3706
SH
SOLE
0
0
3706
YUM CHINA HLDGS INC
COM
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248
5814
SH
SOLE
0
0
5814
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COM
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210
26399
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SOLE
0
0
26399
AMERICAN TOWER CORP NEW
COM
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1584
7274
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SOLE
0
0
7274
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1266
4910
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SOLE
0
0
4910
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
668
7956
SH
SOLE
0
0
7956
DISNEY WALT CO
COM DISNEY
254687106
2293
23735
SH
SOLE
0
0
23735
BALL CORP
COM
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301
4660
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SOLE
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0
4660
MGM RESORTS INTERNATIONAL
COM
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457
38730
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SOLE
0
0
38730
ADOBE INC
COM
00724F101
1996
6272
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0
0
6272
AMERICAN EXPRESS CO
COM
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2941
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SOLE
0
0
2941
ISHARES TR
SELECT DIVID ETF
464287168
400
5434
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SOLE
0
0
5434
PEPSICO INC
COM
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23851
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SOLE
0
0
23851
CVS HEALTH CORP
COM
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NUVEEN AMT FREE QLTY MUN INC
COM
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BK OF AMERICA CORP
COM
060505104
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75434
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75434
NEXTERA ENERGY INC
COM
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S&P INS ETF
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TARGET CORP
COM
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AT&T INC
COM
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BORGWARNER INC
COM
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36880
AMAZON COM INC
COM
023135106
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888
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888
APPLE INC
COM
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UNION PAC CORP
COM
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4469
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QUALCOMM INC
COM
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LOWES COS INC
COM
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MERCK & CO. INC
COM
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ORACLE CORP
COM
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TEXAS INSTRS INC
COM
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2439
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COLGATE PALMOLIVE CO
COM
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TRUIST FINL CORP
COM
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ISHARES TR
U.S. MED DVC ETF
464288810
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GROWTH ETF
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SCHWAB STRATEGIC TR
US SML CAP ETF
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20380
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SOLE
0
0
20380
BOEING CO
COM
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3529
PHILIP MORRIS INTL INC
COM
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WALMART INC
COM
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6215
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INTEL CORP
COM
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CL A COM
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DUKE ENERGY CORP NEW
COM NEW
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COM
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COM NEW
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UNITED TECHNOLOGIES CORP
COM
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COM
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NIKE INC
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SHERWIN WILLIAMS CO
COM
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COM
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COMCAST CORP NEW
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SP SMCP600VL ETF
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CORE S&P SCP ETF
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COM
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FEDEX CORP
COM
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CISCO SYS INC
COM
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EXXON MOBIL CORP
COM
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COM
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BROADCOM INC
COM
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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PROCTER & GAMBLE CO
COM
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VALUE ETF
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SPLUNK INC
COM
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DIAGEO P L C
SPON ADR NEW
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WESTROCK CO
COM
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COM
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COM UT LTD PTN
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LABORATORY CORP AMER HLDGS
COM NEW
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NASDAQ BIOTECH
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CONSTELLATION BRANDS INC
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PPL CORP
COM
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RUS 1000 VAL ETF
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ROPER TECHNOLOGIES INC
COM
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FACEBOOK INC
CL A
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QUEST DIAGNOSTICS INC
COM
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TJX COS INC NEW
COM
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TECHNOLOGY
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VIACOMCBS INC
CL B
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LILLY ELI & CO
COM
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ELECTRONIC ARTS INC
COM
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CITIGROUP INC
COM NEW
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NORFOLK SOUTHERN CORP
COM
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ALTRIA GROUP INC
COM
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PNC FINL SVCS GROUP INC
COM
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SALESFORCE COM INC
COM
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MANAGED PORTFOLIO SER
TORTOISE NRAM PI
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HOME DEPOT INC
COM
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L3HARRIS TECHNOLOGIES INC
COM
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TIFFANY & CO NEW
COM
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LOCKHEED MARTIN CORP
COM
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VERIZON COMMUNICATIONS INC
COM
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DIAMONDBACK ENERGY INC
COM
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HIGH DIV YLD
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AMGEN INC
COM
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SOLE
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COCA COLA CO
COM
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SOLE
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WELLS FARGO CO NEW
COM
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SH
SOLE
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ADVANCE AUTO PARTS INC
COM
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UNITEDHEALTH GROUP INC
COM
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SH
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ECOLAB INC
COM
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SH
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YUM BRANDS INC
COM
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INTERNATIONAL BUSINESS MACHS
COM
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AMERICAN ELEC PWR CO INC
COM
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3M CO
COM
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SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
723
13057
SH
SOLE
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13057
CAPITAL ONE FINL CORP
COM
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ISHARES TR
CORE S&P MCP ETF
464287507
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0
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12307
DOMINION ENERGY INC
COM
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0
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ISHARES TR
MSCI EMG MKT ETF
464287234
229
6720
SH
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VANGUARD WORLD FDS
INF TECH ETF
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SH
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0
0
33675
STARBUCKS CORP
COM
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292
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SH
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SCHWAB STRATEGIC TR
US LRG CAP ETF
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2636
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SH
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43032
MICROSOFT CORP
COM
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LINDE PLC
SHS
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TYSON FOODS INC
CL A
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SPON ADR NEW
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703
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SH
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0
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MCDONALDS CORP
COM
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ENBRIDGE INC
COM
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ALPHABET INC
CAP STK CL A
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SH
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280
MASTERCARD INC
CL A
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302
1251
SH
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0
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EXPANDED TECH
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GENERAL DYNAMICS CORP
COM
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CERNER CORP
COM
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0
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GOLDMAN SACHS GROUP INC
COM
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0
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HONEYWELL INTL INC
COM
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SH
SOLE
0
0
5453
CANADIAN PAC RY LTD
COM
13645T100
234
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SH
SOLE
0
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1066
ALPHABET INC
CAP STK CL C
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SH
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0
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3120
CORTEVA INC
COM
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691
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SH
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29392
DUPONT DE NEMOURS INC
COM
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461
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SH
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13507
EMERSON ELEC CO
COM
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CATERPILLAR INC DEL
COM
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UNITED PARCEL SERVICE INC
CL B
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676
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SH
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LAM RESEARCH CORP
COM
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0
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1843
SPDR SER TR
S&P DIVID ETF
78464A763
805
10084
SH
SOLE
0
0
10084
WABTEC
COM
929740108
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21897
SH
SOLE
0
0
21897
MEDTRONIC PLC
SHS
G5960L103
1240
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SH
SOLE
0
0
13750
BLACKROCK INC
COM
09247X101
217
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SH
SOLE
0
0
493
FIRST CTZNS BANCSHARES INC N
CL A
31946M103
200
600
SH
SOLE
0
0
600
BIOGEN INC
COM
09062X103
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SH
SOLE
0
0
5089
MORGAN STANLEY
COM NEW
617446448
502
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SH
SOLE
0
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14772
KELLOGG CO
COM
487836108
775
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SH
SOLE
0
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12920
MOODYS CORP
COM
615369105
256
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SH
SOLE
0
0
1210
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
7302
173198
SH
SOLE
0
0
173198
JOHNSON & JOHNSON
COM
478160104
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