Managing Director

0001062993-21-003545.txt : 20210412 0001062993-21-003545.hdr.sgml : 20210412 20210412093913 ACCESSION NUMBER: 0001062993-21-003545 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210412 DATE AS OF CHANGE: 20210412 EFFECTIVENESS DATE: 20210412 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: 21819585 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 03-31-2021 03-31-2021 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 04-09-2020 0 168 276619 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE BECTON DICKINSON & CO COM 075887109 1837 7557 SH SOLE 0 0 7557 YUM CHINA HLDGS INC COM 98850P109 298 5034 SH SOLE 0 0 5034 PFIZER INC COM 717081103 688 18986 SH SOLE 0 0 18986 DARLING INGREDIENTS INC COM 237266101 284 3857 SH SOLE 0 0 3857 DEERE & CO COM 244199105 891 2381 SH SOLE 0 0 2381 GENERAL ELECTRIC CO COM 369604103 295 22439 SH SOLE 0 0 22439 AMERICAN TOWER CORP NEW COM 03027X100 1617 6762 SH SOLE 0 0 6762 BALL CORP COM 058498106 384 4535 SH SOLE 0 0 4535 MASTERCARD INCORPORATED CL A 57636Q104 541 1520 SH SOLE 0 0 1520 SPDR S&P 500 ETF TR TR UNIT 78462F103 1682 4243 SH SOLE 0 0 4243 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1074 7582 SH SOLE 0 0 7582 VANGUARD INDEX FDS LARGE CAP ETF 922908637 218 1175 SH SOLE 0 0 1175 AMERICAN EXPRESS CO COM 025816109 378 2676 SH SOLE 0 0 2676 MGM RESORTS INTERNATIONAL COM 552953101 1186 31215 SH SOLE 0 0 31215 INTUITIVE SURGICAL INC COM NEW 46120E602 296 400 SH SOLE 0 0 400 ISHARES TR SELECT DIVID ETF 464287168 479 4194 SH SOLE 0 0 4194 PEPSICO INC COM 713448108 3151 22279 SH SOLE 0 0 22279 CVS HEALTH CORP COM 126650100 2298 30544 SH SOLE 0 0 30544 BK OF AMERICA CORP COM 060505104 3388 87558 SH SOLE 0 0 87558 COSTCO WHSL CORP NEW COM 22160K105 206 584 SH SOLE 0 0 584 NEXTERA ENERGY INC COM 65339F101 2098 27751 SH SOLE 0 0 27751 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 266 3410 SH SOLE 0 0 3410 TRANE TECHNOLOGIES PLC SHS G8994E103 206 1245 SH SOLE 0 0 1245 EQUIFAX INC COM 294429105 414 2285 SH SOLE 0 0 2285 CATERPILLAR INC COM 149123101 2230 9618 SH SOLE 0 0 9618 TARGET CORP COM 87612E106 1752 8845 SH SOLE 0 0 8845 SPDR SER TR S&P INS ETF 78464A789 3430 93575 SH SOLE 0 0 93575 AT&T INC COM 00206R102 301 9929 SH SOLE 0 0 9929 BORGWARNER INC COM 099724106 1669 36008 SH SOLE 0 0 36008 AMAZON COM INC COM 023135106 3110 1005 SH SOLE 0 0 1005 APPLE INC COM 037833100 5528 45260 SH SOLE 0 0 45260 UNION PAC CORP COM 907818108 689 3124 SH SOLE 0 0 3124 MERCK & CO. INC COM 58933Y105 1390 18036 SH SOLE 0 0 18036 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 200 725 SH SOLE 0 0 725 LOWES COS INC COM 548661107 6808 35799 SH SOLE 0 0 35799 QUALCOMM INC COM 747525103 519 3913 SH SOLE 0 0 3913 ORACLE CORP COM 68389X105 1965 28005 SH SOLE 0 0 28005 COLGATE PALMOLIVE CO COM 194162103 1036 13138 SH SOLE 0 0 13138 TEXAS INSTRS INC COM 882508104 437 2314 SH SOLE 0 0 2314 NORFOLK SOUTHN CORP COM 655844108 434 1617 SH SOLE 0 0 1617 TRUIST FINL CORP COM 89832Q109 3026 51888 SH SOLE 0 0 51888 PRICE T ROWE GROUP INC COM 74144T108 290 1691 SH SOLE 0 0 1691 ISHARES TR U.S. MED DVC ETF 464288810 1019 3085 SH SOLE 0 0 3085 VANGUARD INDEX FDS GROWTH ETF 922908736 882 3432 SH SOLE 0 0 3432 BOEING CO COM 097023105 874 3432 SH SOLE 0 0 3432 PROCTER AND GAMBLE CO COM 742718109 2944 21740 SH SOLE 0 0 21740 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2147 21541 SH SOLE 0 0 21541 PHILIP MORRIS INTL INC COM 718172109 732 8250 SH SOLE 0 0 8250 WALMART INC COM 931142103 642 4728 SH SOLE 0 0 4728 SABRE CORP COM 78573M104 403 27194 SH SOLE 0 0 27194 INTEL CORP COM 458140100 1288 20127 SH SOLE 0 0 20127 VEEVA SYS INC CL A COM 922475108 1335 5111 SH SOLE 0 0 5111 DUKE ENERGY CORP NEW COM NEW 26441C204 2506 25961 SH SOLE 0 0 25961 ROYAL BK CDA COM 780087102 655 7108 SH SOLE 0 0 7108 US BANCORP DEL COM NEW 902973304 1749 31626 SH SOLE 0 0 31626 SCHLUMBERGER LTD COM 806857108 597 21950 SH SOLE 0 0 21950 SHERWIN WILLIAMS CO COM 824348106 896 1215 SH SOLE 0 0 1215 NIKE INC CL B 654106103 1430 10760 SH SOLE 0 0 10760 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 246 910 SH SOLE 0 0 910 NCR CORP NEW COM 62886E108 831 21903 SH SOLE 0 0 21903 WISDOMTREE TR US QTLY DIV GRT 97717X669 463 8098 SH SOLE 0 0 8098 BRISTOL-MYERS SQUIBB CO COM 110122108 2558 40521 SH SOLE 0 0 40521 COMCAST CORP NEW CL A 20030N101 2122 39210 SH SOLE 0 0 39210 ISHARES TR SP SMCP600VL ETF 464287879 2014 19991 SH SOLE 0 0 19991 ISHARES TR CORE S&P SCP ETF 464287804 4292 39543 SH SOLE 0 0 39543 SPDR SER TR S&P 600 SMCP VAL 78464A300 10139 123658 SH SOLE 0 0 123658 FEDEX CORP COM 31428X106 368 1296 SH SOLE 0 0 1296 CISCO SYS INC COM 17275R102 1033 19978 SH SOLE 0 0 19978 EXXON MOBIL CORP COM 30231G102 3034 54339 SH SOLE 0 0 54339 DOW INC COM 260557103 391 6112 SH SOLE 0 0 6112 JPMORGAN CHASE & CO COM 46625H100 5037 33088 SH SOLE 0 0 33088 BROADCOM INC COM 11135F101 1924 4149 SH SOLE 0 0 4149 SYSCO CORP COM 871829107 690 8768 SH SOLE 0 0 8768 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2601 10181 SH SOLE 0 0 10181 VANGUARD INDEX FDS VALUE ETF 922908744 490 3725 SH SOLE 0 0 3725 SPLUNK INC COM 848637104 883 6515 SH SOLE 0 0 6515 WESTROCK CO COM 96145D105 793 15235 SH SOLE 0 0 15235 CHEVRON CORP NEW COM 166764100 1708 16303 SH SOLE 0 0 16303 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 5108 17293 SH SOLE 0 0 17293 LABORATORY CORP AMER HLDGS COM NEW 50540R409 913 3581 SH SOLE 0 0 3581 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1062 6937 SH SOLE 0 0 6937 VANGUARD INDEX FDS MID CAP ETF 922908629 896 4050 SH SOLE 0 0 4050 MONDELEZ INTL INC CL A 609207105 560 9566 SH SOLE 0 0 9566 VISA INC COM CL A 92826C839 3437 16234 SH SOLE 0 0 16234 ISHARES TR NASDAQ BIOTECH 464287556 458 3042 SH SOLE 0 0 3042 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 506 3441 SH SOLE 0 0 3441 VULCAN MATLS CO COM 929160109 252 1491 SH SOLE 0 0 1491 CONSTELLATION BRANDS INC CL A 21036P108 1796 7876 SH SOLE 0 0 7876 ROPER TECHNOLOGIES INC COM 776696106 736 1825 SH SOLE 0 0 1825 ISHARES TR RUS 1000 VAL ETF 464287598 382 2522 SH SOLE 0 0 2522 FACEBOOK INC CL A 30303M102 1700 5773 SH SOLE 0 0 5773 QUEST DIAGNOSTICS INC COM 74834L100 502 3910 SH SOLE 0 0 3910 TJX COS INC NEW COM 872540109 814 12305 SH SOLE 0 0 12305 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 827 6230 SH SOLE 0 0 6230 VIACOMCBS INC CL B 92556H206 594 13169 SH SOLE 0 0 13169 LILLY ELI & CO COM 532457108 1697 9081 SH SOLE 0 0 9081 ELECTRONIC ARTS INC COM 285512109 1252 9247 SH SOLE 0 0 9247 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 297 1299 SH SOLE 0 0 1299 CITIGROUP INC COM NEW 172967424 2244 30843 SH SOLE 0 0 30843 ALTRIA GROUP INC COM 02209S103 225 4396 SH SOLE 0 0 4396 KKR & CO INC COM 48251W104 3315 67864 SH SOLE 0 0 67864 PNC FINL SVCS GROUP INC COM 693475105 684 3899 SH SOLE 0 0 3899 SALESFORCE COM INC COM 79466L302 2119 10000 SH SOLE 0 0 10000 L3HARRIS TECHNOLOGIES INC COM 502431109 1906 9402 SH SOLE 0 0 9402 HOME DEPOT INC COM 437076102 405 1327 SH SOLE 0 0 1327 VANGUARD INDEX FDS TOTAL STK MKT 922908769 743 3597 SH SOLE 0 0 3597 LOCKHEED MARTIN CORP COM 539830109 371 1003 SH SOLE 0 0 1003 VERIZON COMMUNICATIONS INC COM 92343V104 2753 47345 SH SOLE 0 0 47345 AMGEN INC COM 031162100 2254 9059 SH SOLE 0 0 9059 CARRIER GLOBAL CORPORATION COM 14448C104 954 22592 SH SOLE 0 0 22592 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2951 29189 SH SOLE 0 0 29189 DIAMONDBACK ENERGY INC COM 25278X109 541 7355 SH SOLE 0 0 7355 COCA COLA CO COM 191216100 1644 31192 SH SOLE 0 0 31192 WELLS FARGO CO NEW COM 949746101 1533 39237 SH SOLE 0 0 39237 ADVANCE AUTO PARTS INC COM 00751Y106 995 5425 SH SOLE 0 0 5425 INTERNATIONAL BUSINESS MACHS COM 459200101 326 2444 SH SOLE 0 0 2444 UNITEDHEALTH GROUP INC COM 91324P102 1974 5306 SH SOLE 0 0 5306 YUM BRANDS INC COM 988498101 636 5879 SH SOLE 0 0 5879 ECOLAB INC COM 278865100 1220 5701 SH SOLE 0 0 5701 3M CO COM 88579Y101 1012 5253 SH SOLE 0 0 5253 CAPITAL ONE FINL CORP COM 14040H105 706 5547 SH SOLE 0 0 5547 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 825 12882 SH SOLE 0 0 12882 MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 56167N720 3912 193013 SH SOLE 0 0 193013 LAUDER ESTEE COS INC CL A 518439104 722 2482 SH SOLE 0 0 2482 ISHARES TR CORE S&P MCP ETF 464287507 3404 13080 SH SOLE 0 0 13080 DOMINION ENERGY INC COM 25746U109 1973 25975 SH SOLE 0 0 25975 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2259 29232 SH SOLE 0 0 29232 ISHARES TR MSCI EMG MKT ETF 464287234 358 6720 SH SOLE 0 0 6720 VANGUARD WORLD FDS INF TECH ETF 92204A702 10616 29613 SH SOLE 0 0 29613 STARBUCKS CORP COM 855244109 639 5846 SH SOLE 0 0 5846 MICROSOFT CORP COM 594918104 8296 35186 SH SOLE 0 0 35186 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 5560 57901 SH SOLE 0 0 57901 TYSON FOODS INC CL A 902494103 572 7700 SH SOLE 0 0 7700 LINDE PLC SHS G5494J103 1295 4621 SH SOLE 0 0 4621 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 446 3429 SH SOLE 0 0 3429 ADOBE SYSTEMS INCORPORATED COM 00724F101 2451 5156 SH SOLE 0 0 5156 BLACKSTONE GROUP INC COM 09260D107 4401 59046 SH SOLE 0 0 59046 UNILEVER PLC SPON ADR NEW 904767704 468 8380 SH SOLE 0 0 8380 MCDONALDS CORP COM 580135101 976 4355 SH SOLE 0 0 4355 ENBRIDGE INC COM 29250N105 2322 63779 SH SOLE 0 0 63779 ALPHABET INC CAP STK CL A 02079K305 512 248 SH SOLE 0 0 248 ISHARES TR EXPANDED TECH 464287515 431 1262 SH SOLE 0 0 1262 GENERAL DYNAMICS CORP COM 369550108 965 5314 SH SOLE 0 0 5314 CERNER CORP COM 156782104 395 5498 SH SOLE 0 0 5498 GOLDMAN SACHS GROUP INC COM 38141G104 2958 9045 SH SOLE 0 0 9045 MCCORMICK & CO INC COM NON VTG 579780206 224 2510 SH SOLE 0 0 2510 APPLIED MATLS INC COM 038222105 1894 14176 SH SOLE 0 0 14176 HONEYWELL INTL INC COM 438516106 1193 5494 SH SOLE 0 0 5494 CANADIAN PAC RY LTD COM 13645T100 404 1066 SH SOLE 0 0 1066 ALPHABET INC CAP STK CL C 02079K107 6394 3091 SH SOLE 0 0 3091 DUPONT DE NEMOURS INC COM 26614N102 1425 18433 SH SOLE 0 0 18433 CORTEVA INC COM 22052L104 1381 29621 SH SOLE 0 0 29621 EMERSON ELEC CO COM 291011104 2144 23762 SH SOLE 0 0 23762 UNITED PARCEL SERVICE INC CL B 911312106 1079 6349 SH SOLE 0 0 6349 LAM RESEARCH CORP COM 512807108 1020 1713 SH SOLE 0 0 1713 SPDR SER TR S&P DIVID ETF 78464A763 1030 8726 SH SOLE 0 0 8726 WABTEC COM 929740108 1559 19693 SH SOLE 0 0 19693 CONOCOPHILLIPS COM 20825C104 1035 19542 SH SOLE 0 0 19542 MEDTRONIC PLC SHS G5960L103 1623 13735 SH SOLE 0 0 13735 BLACKROCK INC COM 09247X101 328 435 SH SOLE 0 0 435 BIOGEN INC COM 09062X103 1115 3984 SH SOLE 0 0 3984 FIRST CTZNS BANCSHARES INC N CL A 31946M103 481 575 SH SOLE 0 0 575 MORGAN STANLEY COM NEW 617446448 1171 15081 SH SOLE 0 0 15081 KELLOGG CO COM 487836108 1244 19653 SH SOLE 0 0 19653 MOODYS CORP COM 615369105 357 1195 SH SOLE 0 0 1195 OTIS WORLDWIDE CORP COM 68902V107 1326 19379 SH SOLE 0 0 19379 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 12020 161496 SH SOLE 0 0 161496 JOHNSON & JOHNSON COM 478160104 3411 20756 SH SOLE 0 0 20756