Managing Director

0001062993-20-004860.txt : 20201009 0001062993-20-004860.hdr.sgml : 20201009 20201009115402 ACCESSION NUMBER: 0001062993-20-004860 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201009 DATE AS OF CHANGE: 20201009 EFFECTIVENESS DATE: 20201009 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: 201232569 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 09-30-2020 09-30-2020 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 10-09-2020 0 161 221196 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE BECTON DICKINSON & CO COM 075887109 1694 7282 SH SOLE 0 0 7282 YUM CHINA HLDGS INC COM 98850P109 285 5384 SH SOLE 0 0 5384 PFIZER INC COM 717081103 675 18384 SH SOLE 0 0 18384 DEERE & CO COM 244199105 781 3526 SH SOLE 0 0 3526 AMERICAN TOWER CORP NEW COM 03027X100 1650 6827 SH SOLE 0 0 6827 GENERAL ELECTRIC CO COM 369604103 148 23689 SH SOLE 0 0 23689 DISNEY WALT CO COM DISNEY 254687106 2799 22561 SH SOLE 0 0 22561 BALL CORP COM 058498106 379 4560 SH SOLE 0 0 4560 MASTERCARD INCORPORATED CL A 57636Q104 502 1483 SH SOLE 0 0 1483 SPDR S&P 500 ETF TR TR UNIT 78462F103 1583 4727 SH SOLE 0 0 4727 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 847 7835 SH SOLE 0 0 7835 VANGUARD INDEX FDS LARGE CAP ETF 922908637 219 1400 SH SOLE 0 0 1400 AMERICAN EXPRESS CO COM 025816109 295 2941 SH SOLE 0 0 2941 MGM RESORTS INTERNATIONAL COM 552953101 759 34885 SH SOLE 0 0 34885 INTUITIVE SURGICAL INC COM NEW 46120E602 284 400 SH SOLE 0 0 400 PEPSICO INC COM 713448108 3084 22252 SH SOLE 0 0 22252 ISHARES TR SELECT DIVID ETF 464287168 437 5364 SH SOLE 0 0 5364 CVS HEALTH CORP COM 126650100 1596 27322 SH SOLE 0 0 27322 BK OF AMERICA CORP COM 060505104 2096 86994 SH SOLE 0 0 86994 DIAGEO PLC SPON ADR NEW 25243Q205 486 3530 SH SOLE 0 0 3530 COSTCO WHSL CORP NEW COM 22160K105 204 576 SH SOLE 0 0 576 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 237 3410 SH SOLE 0 0 3410 NEXTERA ENERGY INC COM 65339F101 1978 7128 SH SOLE 0 0 7128 TARGET CORP COM 87612E106 1544 9806 SH SOLE 0 0 9806 SPDR SER TR S&P INS ETF 78464A789 2672 95328 SH SOLE 0 0 95328 AT&T INC COM 00206R102 209 7320 SH SOLE 0 0 7320 BORGWARNER INC COM 099724106 1361 35119 SH SOLE 0 0 35119 AMAZON COM INC COM 023135106 3039 965 SH SOLE 0 0 965 APPLE INC COM 037833100 5522 47683 SH SOLE 0 0 47683 UNION PAC CORP COM 907818108 702 3564 SH SOLE 0 0 3564 QUALCOMM INC COM 747525103 500 4246 SH SOLE 0 0 4246 LOWES COS INC COM 548661107 6431 38771 SH SOLE 0 0 38771 MERCK & CO. 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COM 46625H100 3270 33967 SH SOLE 0 0 33967 BROADCOM INC COM 11135F101 1591 4367 SH SOLE 0 0 4367 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 231 785 SH SOLE 0 0 785 SYSCO CORP COM 871829107 550 8838 SH SOLE 0 0 8838 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2120 9956 SH SOLE 0 0 9956 VANGUARD INDEX FDS VALUE ETF 922908744 405 3873 SH SOLE 0 0 3873 SPLUNK INC COM 848637104 991 5265 SH SOLE 0 0 5265 WESTROCK CO COM 96145D105 517 14885 SH SOLE 0 0 14885 CHEVRON CORP NEW COM 166764100 1051 14601 SH SOLE 0 0 14601 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 4232 18036 SH SOLE 0 0 18036 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 55 10170 SH SOLE 0 0 10170 LABORATORY CORP AMER HLDGS COM NEW 50540R409 669 3551 SH SOLE 0 0 3551 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 908 6877 SH SOLE 0 0 6877 VANGUARD INDEX FDS MID CAP ETF 922908629 674 3825 SH SOLE 0 0 3825 MONDELEZ INTL INC CL A 609207105 569 9897 SH SOLE 0 0 9897 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 446 3469 SH SOLE 0 0 3469 ISHARES TR NASDAQ BIOTECH 464287556 260 1917 SH SOLE 0 0 1917 VISA INC COM CL A 92826C839 3239 16196 SH SOLE 0 0 16196 CONSTELLATION BRANDS INC CL A 21036P108 1440 7596 SH SOLE 0 0 7596 VULCAN MATLS CO COM 929160109 202 1491 SH SOLE 0 0 1491 ISHARES TR RUS 1000 VAL ETF 464287598 294 2489 SH SOLE 0 0 2489 ROPER TECHNOLOGIES INC COM 776696106 383 970 SH SOLE 0 0 970 QUEST DIAGNOSTICS INC COM 74834L100 457 3995 SH SOLE 0 0 3995 FACEBOOK INC CL A 30303M102 903 3447 SH SOLE 0 0 3447 TJX COS INC NEW COM 872540109 687 12350 SH SOLE 0 0 12350 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 727 6230 SH SOLE 0 0 6230 VIACOMCBS INC CL B 92556H206 907 32365 SH SOLE 0 0 32365 LILLY ELI & CO COM 532457108 1380 9321 SH SOLE 0 0 9321 ELECTRONIC ARTS INC COM 285512109 1203 9222 SH SOLE 0 0 9222 CITIGROUP INC COM NEW 172967424 1324 30703 SH SOLE 0 0 30703 PNC FINL SVCS GROUP INC COM 693475105 430 3910 SH SOLE 0 0 3910 SALESFORCE COM INC COM 79466L302 2410 9589 SH SOLE 0 0 9589 HOME DEPOT INC COM 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5912 SH SOLE 0 0 5912 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 765 12882 SH SOLE 0 0 12882 MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 56167N720 2995 199913 SH SOLE 0 0 199913 LAUDER ESTEE COS INC CL A 518439104 542 2482 SH SOLE 0 0 2482 ISHARES TR CORE S&P MCP ETF 464287507 2371 12796 SH SOLE 0 0 12796 DOMINION ENERGY INC COM 25746U109 1570 19886 SH SOLE 0 0 19886 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1629 28314 SH SOLE 0 0 28314 STARBUCKS CORP COM 855244109 504 5861 SH SOLE 0 0 5861 VANGUARD WORLD FDS INF TECH ETF 92204A702 9727 31232 SH SOLE 0 0 31232 ISHARES TR MSCI EMG MKT ETF 464287234 296 6720 SH SOLE 0 0 6720 MICROSOFT CORP COM 594918104 7348 34934 SH SOLE 0 0 34934 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4756 58982 SH SOLE 0 0 58982 TYSON FOODS INC CL A 902494103 458 7700 SH SOLE 0 0 7700 LINDE PLC SHS G5494J103 1098 4610 SH SOLE 0 0 4610 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 351 3449 SH SOLE 0 0 3449 ADOBE SYSTEMS INCORPORATED COM 00724F101 2492 5081 SH SOLE 0 0 5081 UNILEVER PLC SPON ADR NEW 904767704 409 6632 SH SOLE 0 0 6632 MCDONALDS CORP COM 580135101 943 4295 SH SOLE 0 0 4295 ENBRIDGE INC COM 29250N105 1813 62094 SH SOLE 0 0 62094 ALPHABET INC CAP STK CL A 02079K305 371 253 SH SOLE 0 0 253 ISHARES TR EXPANDED TECH 464287515 422 1357 SH SOLE 0 0 1357 CERNER CORP COM 156782104 300 4153 SH SOLE 0 0 4153 GENERAL DYNAMICS CORP COM 369550108 733 5295 SH SOLE 0 0 5295 GOLDMAN SACHS GROUP INC COM 38141G104 1864 9277 SH SOLE 0 0 9277 MCCORMICK & CO INC COM NON VTG 579780206 252 1299 SH SOLE 0 0 1299 APPLIED MATLS INC COM 038222105 859 14441 SH SOLE 0 0 14441 CLOROX CO DEL COM 189054109 210 1000 SH SOLE 0 0 1000 HONEYWELL INTL INC COM 438516106 913 5549 SH SOLE 0 0 5549 CANADIAN PAC RY LTD COM 13645T100 325 1066 SH SOLE 0 0 1066 ALPHABET INC CAP STK CL C 02079K107 4493 3057 SH SOLE 0 0 3057 CORTEVA INC COM 22052L104 870 30182 SH SOLE 0 0 30182 DUPONT DE NEMOURS INC COM 26614N102 974 17554 SH SOLE 0 0 17554 EMERSON ELEC CO COM 291011104 1631 24867 SH SOLE 0 0 24867 CATERPILLAR INC DEL COM 149123101 1517 10170 SH SOLE 0 0 10170 UNITED PARCEL SERVICE INC CL B 911312106 1184 7104 SH SOLE 0 0 7104 LAM RESEARCH CORP COM 512807108 699 2106 SH SOLE 0 0 2106 SPDR SER TR S&P DIVID ETF 78464A763 876 9483 SH SOLE 0 0 9483 WABTEC COM 929740108 1243 20086 SH SOLE 0 0 20086 CONOCOPHILLIPS COM 20825C104 438 13327 SH SOLE 0 0 13327 MEDTRONIC PLC SHS G5960L103 1446 13910 SH SOLE 0 0 13910 BLACKROCK INC COM 09247X101 252 447 SH SOLE 0 0 447 BIOGEN INC COM 09062X103 1275 4493 SH SOLE 0 0 4493 MORGAN STANLEY COM NEW 617446448 701 14508 SH SOLE 0 0 14508 KELLOGG CO COM 487836108 829 12829 SH SOLE 0 0 12829 MOODYS CORP COM 615369105 330 1140 SH SOLE 0 0 1140 OTIS WORLDWIDE CORP COM 68902V107 1202 19263 SH SOLE 0 0 19263 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 9298 167587 SH SOLE 0 0 167587 JOHNSON & JOHNSON COM 478160104 3179 21354 SH SOLE 0 0 21354