Managing Director

0001062993-24-008281.txt : 20240410 0001062993-24-008281.hdr.sgml : 20240410 20240410165527 ACCESSION NUMBER: 0001062993-24-008281 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240410 DATE AS OF CHANGE: 20240410 EFFECTIVENESS DATE: 20240410 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Triangle Securities Wealth Management CENTRAL INDEX KEY: 0001541353 ORGANIZATION NAME: 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: 24836445 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 X0202 13F-HR LIVE false true false 0001541353 XXXXXXXX 03-31-2024 03-31-2024 false 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 04-04-2024 0 193 350820873 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE MCDONALDS CORP COM 580135101 1026016 3639 SH SOLE 0 0 3639 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 920873 14027 SH SOLE 0 0 14027 RIO TINTO PLC SPONSORED ADR 767204100 681759 10696 SH SOLE 0 0 10696 GOLDMAN SACHS GROUP INC COM 38141G104 3329825 7972 SH SOLE 0 0 7972 3M CO COM 88579Y101 472358 4453 SH SOLE 0 0 4453 WEC ENERGY GROUP INC COM 92939U106 476507 5803 SH SOLE 0 0 5803 MONDELEZ INTL INC CL A 609207105 489720 6996 SH SOLE 0 0 6996 ISHARES TR MSCI EMG MKT ETF 464287234 314262 7650 SH SOLE 0 0 7650 STARBUCKS CORP COM 855244109 477330 5223 SH SOLE 0 0 5223 BRISTOL-MYERS SQUIBB CO COM 110122108 1796043 33119 SH SOLE 0 0 33119 MICROSOFT CORP COM 594918104 12073151 28696 SH SOLE 0 0 28696 LIVE NATION ENTERTAINMENT IN COM 538034109 1406529 13298 SH SOLE 0 0 13298 INVESCO EXCHANGE 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14074 SH SOLE 0 0 14074 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3798137 9032 SH SOLE 0 0 9032 WISDOMTREE TR US QTLY DIV GRT 97717X669 396569 5205 SH SOLE 0 0 5205 CONSTELLATION BRANDS INC CL A 21036P108 2112616 7774 SH SOLE 0 0 7774 KIMBERLY-CLARK CORP COM 494368103 880097 6804 SH SOLE 0 0 6804 WALMART INC COM 931142103 821416 13652 SH SOLE 0 0 13652 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1263206 11432 SH SOLE 0 0 11432 TJX COS INC NEW COM 872540109 936005 9229 SH SOLE 0 0 9229 ISHARES TR ISHARES BIOTECH 464287556 431420 3144 SH SOLE 0 0 3144 ISHARES TR CORE TOTAL USD 46434V613 7361312 161468 SH SOLE 0 0 161468 US BANCORP DEL COM NEW 902973304 1001995 22416 SH SOLE 0 0 22416 CHEVRON CORP NEW COM 166764100 2598290 16472 SH SOLE 0 0 16472 MERCK & CO INC COM 58933Y105 2124892 16104 SH SOLE 0 0 16104 ALTRIA GROUP INC COM 02209S103 272712 6252 SH SOLE 0 0 6252 TYLER TECHNOLOGIES INC COM 902252105 427560 1006 SH SOLE 0 0 1006 BOOKING HOLDINGS INC COM 09857L108 584089 161 SH SOLE 0 0 161 VANGUARD WORLD FD COMM SRVC ETF 92204A884 687330 5238 SH SOLE 0 0 5238 EMERSON ELEC CO COM 291011104 2423933 21371 SH SOLE 0 0 21371 AMERICAN EXPRESS CO COM 025816109 617040 2710 SH SOLE 0 0 2710 DOW INC COM 260557103 263582 4550 SH SOLE 0 0 4550 JPMORGAN CHASE & CO COM 46625H100 5785127 28882 SH SOLE 0 0 28882 ROCKWELL AUTOMATION INC COM 773903109 1358247 4662 SH SOLE 0 0 4662 AMAZON COM INC COM 023135106 3278046 18173 SH SOLE 0 0 18173 AMGEN INC COM 031162100 2067575 7272 SH SOLE 0 0 7272 REVVITY INC COM 714046109 301781 2874 SH SOLE 0 0 2874 DOVER CORP COM 260003108 365897 2065 SH SOLE 0 0 2065 LINDE PLC SHS G54950103 2606228 5613 SH SOLE 0 0 5613 CUMMINS INC COM 231021106 594309 2017 SH SOLE 0 0 2017 COSTCO WHSL CORP NEW COM 22160K105 460092 628 SH SOLE 0 0 628 BOEING CO COM 097023105 443684 2299 SH SOLE 0 0 2299 NVIDIA CORPORATION COM 67066G104 1770978 1960 SH SOLE 0 0 1960 COLGATE PALMOLIVE CO COM 194162103 770326 8554 SH SOLE 0 0 8554 VANGUARD WORLD FD INF TECH 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1850 SH SOLE 0 0 1850 ROPER TECHNOLOGIES INC COM 776696106 1366767 2437 SH SOLE 0 0 2437 CONOCOPHILLIPS COM 20825C104 1647640 12945 SH SOLE 0 0 12945 DUPONT DE NEMOURS INC COM 26614N102 1456347 18995 SH SOLE 0 0 18995 NORTHERN TR CORP COM 665859104 542679 6103 SH SOLE 0 0 6103 AMERICAN TOWER CORP NEW COM 03027X100 1170925 5926 SH SOLE 0 0 5926 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 5574428 89823 SH SOLE 0 0 89823 OTIS WORLDWIDE CORP COM 68902V107 1467012 14778 SH SOLE 0 0 14778 INTUITIVE SURGICAL INC COM NEW 46120E602 411063 1030 SH SOLE 0 0 1030 META PLATFORMS INC CL A 30303M102 2579413 5312 SH SOLE 0 0 5312 ADVANCED MICRO DEVICES INC COM 007903107 319467 1770 SH SOLE 0 0 1770 J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167 2107414 35188 SH SOLE 0 0 35188 NEXTERA ENERGY INC COM 65339F101 2212246 34615 SH SOLE 0 0 34615 VEEVA SYS INC CL A COM 922475108 1305573 5635 SH SOLE 0 0 5635 ADOBE INC COM 00724F101 2190973 4342 SH SOLE 0 0 4342 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 225392 6405 SH SOLE 0 0 6405 GALLAGHER ARTHUR J & CO COM 363576109 812130 3248 SH SOLE 0 0 3248 ALPHABET INC CAP STK CL A 02079K305 854113 5659 SH SOLE 0 0 5659 LOCKHEED MARTIN CORP COM 539830109 607251 1335 SH SOLE 0 0 1335 MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 56167N720 7461085 266849 SH SOLE 0 0 266849 QUALCOMM INC COM 747525103 700493 4138 SH SOLE 0 0 4138 SPDR S&P 500 ETF TR TR UNIT 78462F103 1373572 2626 SH SOLE 0 0 2626 SPDR SER TR S&P INS ETF 78464A789 4423347 84950 SH SOLE 0 0 84950 TYSON FOODS INC CL A 902494103 367415 6256 SH SOLE 0 0 6256 ROSS STORES INC COM 778296103 1079860 7358 SH SOLE 0 0 7358 LOWES COS INC COM 548661107 6480331 25440 SH SOLE 0 0 25440 TRUIST FINL CORP COM 89832Q109 2479430 63608 SH SOLE 0 0 63608 ISHARES TR U.S. MED DVC ETF 464288810 905040 15447 SH SOLE 0 0 15447 BLACKSTONE INC COM 09260D107 7042358 53607 SH SOLE 0 0 53607 ENBRIDGE INC COM 29250N105 2012259 55618 SH SOLE 0 0 55618 BAXTER INTL INC COM 071813109 1143509 26755 SH SOLE 0 0 26755 ELI LILLY & CO COM 532457108 3366233 4327 SH SOLE 0 0 4327 MOODYS CORP COM 615369105 938251 2387 SH SOLE 0 0 2387 GENERAL DYNAMICS CORP COM 369550108 1029394 3644 SH SOLE 0 0 3644 INTEL CORP COM 458140100 446647 10112 SH SOLE 0 0 10112 SYSCO CORP COM 871829107 249304 3071 SH SOLE 0 0 3071 DOMINION ENERGY INC COM 25746U109 501453 10194 SH SOLE 0 0 10194 EXXON MOBIL CORP COM 30231G102 5879839 50584 SH SOLE 0 0 50584 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 484511 1791 SH SOLE 0 0 1791 MORGAN STANLEY COM NEW 617446448 961562 10212 SH SOLE 0 0 10212 CANADIAN PACIFIC KANSAS CITY COM 13646K108 335487 3805 SH SOLE 0 0 3805 WABTEC COM 929740108 2260371 15516 SH SOLE 0 0 15516 MEDTRONIC PLC SHS G5960L103 496058 5692 SH SOLE 0 0 5692 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 13280484 163091 SH SOLE 0 0 163091 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 4443546 13985 SH SOLE 0 0 13985 HONEYWELL INTL INC COM 438516106 1191271 5804 SH SOLE 0 0 5804 STANLEY BLACK & DECKER INC COM 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CORPORATION COM 75513E101 2431443 24930 SH SOLE 0 0 24930 L3HARRIS TECHNOLOGIES INC COM 502431109 1481471 6952 SH SOLE 0 0 6952 ISHARES TR CORE S&P SCP ETF 464287804 5972028 54036 SH SOLE 0 0 54036 SERVICENOW INC COM 81762P102 1058211 1388 SH SOLE 0 0 1388 YUM BRANDS INC COM 988498101 391409 2823 SH SOLE 0 0 2823 UNITEDHEALTH GROUP INC COM 91324P102 2066362 4177 SH SOLE 0 0 4177 COCA COLA CO COM 191216100 273658 4473 SH SOLE 0 0 4473 CARRIER GLOBAL CORPORATION COM 14448C104 453414 7800 SH SOLE 0 0 7800 ISHARES TR S&P MC 400GR ETF 464287606 2429220 26622 SH SOLE 0 0 26622 VANGUARD INDEX FDS GROWTH ETF 922908736 1805192 5245 SH SOLE 0 0 5245 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1080576 5917 SH SOLE 0 0 5917 ADVISORS INNER CIRCLE FD III STRATEGAS GBL PO 00775Y652 2222347 80516 SH SOLE 0 0 80516 TEXAS INSTRS INC COM 882508104 359744 2065 SH SOLE 0 0 2065 ORACLE CORP COM 68389X105 2156571 17169 SH SOLE 0 0 17169 US FOODS HLDG CORP COM 912008109 1059647 19634 SH SOLE 0 0 19634 PFIZER INC COM 717081103 351426 12664 SH SOLE 0 0 12664 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2397410 48688 SH SOLE 0 0 48688 MASTERCARD INCORPORATED CL A 57636Q104 744989 1547 SH SOLE 0 0 1547 VANGUARD INDEX FDS VALUE ETF 922908744 642859 3947 SH SOLE 0 0 3947 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2167341 12796 SH SOLE 0 0 12796 DISNEY WALT CO COM 254687106 1989369 16258 SH SOLE 0 0 16258 CORTEVA INC COM 22052L104 1630021 28265 SH SOLE 0 0 28265 MGM RESORTS INTERNATIONAL COM 552953101 1121049 23746 SH SOLE 0 0 23746 SPDR SER TR S&P 600 SMCP VAL 78464A300 10283486 123942 SH SOLE 0 0 123942 GARMIN LTD SHS H2906T109 2306284 15492 SH SOLE 0 0 15492 VANGUARD INDEX FDS MID CAP ETF 922908629 989446 3960 SH SOLE 0 0 3960 BANK AMERICA CORP COM 060505104 3035761 80057 SH SOLE 0 0 80057 FIRST CTZNS BANCSHARES INC N CL A 31946M103 387495 237 SH SOLE 0 0 237 LAM RESEARCH CORP COM 512807108 1996705 2055 SH SOLE 0 0 2055 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 288794 2712 SH SOLE 0 0 2712 JOHNSON & JOHNSON COM 478160104 3114045 19685 SH SOLE 0 0 19685 PEPSICO INC COM 713448108 3495847 19975 SH SOLE 0 0 19975 PROCTER AND GAMBLE CO COM 742718109 2587332 15947 SH SOLE 0 0 15947 ISHARES TR RUS 1000 VAL ETF 464287598 363414 2029 SH SOLE 0 0 2029 THERMO FISHER SCIENTIFIC INC COM 883556102 804395 1384 SH SOLE 0 0 1384 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2109038 34546 SH SOLE 0 0 34546 LAUDER ESTEE COS INC CL A 518439104 1602823 10398 SH SOLE 0 0 10398 NORFOLK SOUTHN CORP COM 655844108 288768 1133 SH SOLE 0 0 1133 BIOGEN INC COM 09062X103 517512 2400 SH SOLE 0 0 2400 DEERE & CO COM 244199105 614878 1497 SH SOLE 0 0 1497 COMCAST CORP NEW CL A 20030N101 1209335 27897 SH SOLE 0 0 27897 CVS HEALTH CORP COM 126650100 2002455 25106 SH SOLE 0 0 25106 APPLIED MATLS INC COM 038222105 1389578 6738 SH SOLE 0 0 6738 THE CIGNA GROUP COM 125523100 542606 1494 SH SOLE 0 0 1494 JANUS DETROIT STR TR HENDERSN CAP ETF 47103U100 860195 14223 SH SOLE 0 0 14223 DIAMONDBACK ENERGY INC COM 25278X109 764738 3859 SH SOLE 0 0 3859 ADVISORS INNER CIRCLE FD III STRATEGAS MACRO 00775Y645 7154999 281885 SH SOLE 0 0 281885 DANAHER CORPORATION COM 235851102 597081 2391 SH SOLE 0 0 2391 BORGWARNER INC COM 099724106 1058771 30477 SH SOLE 0 0 30477 TARGET CORP COM 87612E106 1262976 7127 SH SOLE 0 0 7127 WELLS FARGO CO NEW COM 949746101 2174486 37517 SH SOLE 0 0 37517 UNION PAC CORP COM 907818108 619293 2518 SH SOLE 0 0 2518 APPLE INC COM 037833100 5673938 33088 SH SOLE 0 0 33088 TRANE TECHNOLOGIES PLC SHS G8994E103 286691 955 SH SOLE 0 0 955 FEDEX CORP COM 31428X106 243671 841 SH SOLE 0 0 841 CATERPILLAR INC COM 149123101 2607109 7115 SH SOLE 0 0 7115 ISHARES TR CORE S&P MCP ETF 464287507 6356930 104658 SH SOLE 0 0 104658 INTERNATIONAL BUSINESS MACHS COM 459200101 341455 1788 SH SOLE 0 0 1788