Managing Director

0001062993-21-006457.txt : 20210712 0001062993-21-006457.hdr.sgml : 20210712 20210712111426 ACCESSION NUMBER: 0001062993-21-006457 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210712 DATE AS OF CHANGE: 20210712 EFFECTIVENESS DATE: 20210712 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: 211084820 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 06-30-2021 06-30-2021 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 07-09-2021 0 175 295733 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE BECTON DICKINSON & CO COM 075887109 1890 7772 SH SOLE 0 0 7772 DARLING INGREDIENTS INC COM 237266101 229 3396 SH SOLE 0 0 3396 PFIZER INC COM 717081103 741 18931 SH SOLE 0 0 18931 DEERE & CO COM 244199105 683 1936 SH SOLE 0 0 1936 YUM CHINA HLDGS INC COM 98850P109 334 5034 SH SOLE 0 0 5034 ISHARES TR ISHARES BIOTECH 464287556 555 3389 SH SOLE 0 0 3389 GENERAL ELECTRIC CO COM 369604103 281 20899 SH SOLE 0 0 20899 AMERICAN TOWER CORP NEW COM 03027X100 1793 6638 SH SOLE 0 0 6638 MASTERCARD INCORPORATED CL A 57636Q104 555 1520 SH SOLE 0 0 1520 SPDR S&P 500 ETF TR TR UNIT 78462F103 1725 4030 SH SOLE 0 0 4030 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1157 7675 SH SOLE 0 0 7675 BALL CORP COM 058498106 367 4535 SH SOLE 0 0 4535 VANGUARD INDEX FDS LARGE CAP ETF 922908637 236 1175 SH SOLE 0 0 1175 AMERICAN EXPRESS CO COM 025816109 442 2676 SH SOLE 0 0 2676 MGM RESORTS INTERNATIONAL COM 552953101 1327 31115 SH SOLE 0 0 31115 INTUITIVE SURGICAL INC COM NEW 46120E602 368 400 SH SOLE 0 0 400 PEPSICO INC COM 713448108 3261 22010 SH SOLE 0 0 22010 ISHARES TR SELECT DIVID ETF 464287168 489 4194 SH SOLE 0 0 4194 CVS HEALTH CORP COM 126650100 2557 30643 SH SOLE 0 0 30643 BK OF AMERICA CORP COM 060505104 3589 87036 SH SOLE 0 0 87036 COSTCO WHSL CORP NEW COM 22160K105 231 584 SH SOLE 0 0 584 NEXTERA ENERGY INC COM 65339F101 2024 27616 SH SOLE 0 0 27616 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 236 3410 SH SOLE 0 0 3410 TRANE TECHNOLOGIES PLC SHS G8994E103 229 1245 SH SOLE 0 0 1245 EQUIFAX INC COM 294429105 547 2285 SH SOLE 0 0 2285 CATERPILLAR INC COM 149123101 1942 8924 SH SOLE 0 0 8924 TARGET CORP COM 87612E106 2014 8331 SH SOLE 0 0 8331 SPDR SER TR S&P INS ETF 78464A789 3563 92440 SH SOLE 0 0 92440 AT&T INC COM 00206R102 266 9237 SH SOLE 0 0 9237 BORGWARNER INC COM 099724106 1698 34985 SH SOLE 0 0 34985 AMAZON COM INC COM 023135106 3423 995 SH SOLE 0 0 995 APPLE INC COM 037833100 6046 44141 SH SOLE 0 0 44141 UNION PAC CORP COM 907818108 643 2924 SH SOLE 0 0 2924 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 204 692 SH SOLE 0 0 692 QUALCOMM INC COM 747525103 559 3914 SH SOLE 0 0 3914 LOWES COS INC COM 548661107 6424 33121 SH SOLE 0 0 33121 ORACLE CORP COM 68389X105 2073 26630 SH SOLE 0 0 26630 COLGATE PALMOLIVE CO COM 194162103 1065 13086 SH SOLE 0 0 13086 GOODYEAR TIRE & RUBR CO COM 382550101 1486 86665 SH SOLE 0 0 86665 TEXAS INSTRS INC COM 882508104 445 2314 SH SOLE 0 0 2314 NORFOLK SOUTHN CORP COM 655844108 396 1492 SH SOLE 0 0 1492 TRUIST FINL CORP COM 89832Q109 2880 51894 SH SOLE 0 0 51894 PRICE T ROWE GROUP INC COM 74144T108 332 1676 SH SOLE 0 0 1676 ISHARES TR U.S. MED DVC ETF 464288810 1074 2975 SH SOLE 0 0 2975 VANGUARD INDEX FDS GROWTH ETF 922908736 963 3356 SH SOLE 0 0 3356 BOEING CO COM 097023105 851 3553 SH SOLE 0 0 3553 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2193 21045 SH SOLE 0 0 21045 PROCTER AND GAMBLE CO COM 742718109 2888 21401 SH SOLE 0 0 21401 DOVER CORP COM 260003108 210 1395 SH SOLE 0 0 1395 PHILIP MORRIS INTL INC COM 718172109 822 8292 SH SOLE 0 0 8292 WALMART INC COM 931142103 643 4563 SH SOLE 0 0 4563 SABRE CORP COM 78573M104 365 29231 SH SOLE 0 0 29231 INTEL CORP COM 458140100 1081 19256 SH SOLE 0 0 19256 VEEVA SYS INC CL A COM 922475108 1734 5576 SH SOLE 0 0 5576 DUKE ENERGY CORP NEW COM NEW 26441C204 2564 25967 SH SOLE 0 0 25967 ROYAL BK CDA COM 780087102 747 7373 SH SOLE 0 0 7373 US BANCORP DEL COM NEW 902973304 1783 31300 SH SOLE 0 0 31300 SHERWIN WILLIAMS CO COM 824348106 956 3509 SH SOLE 0 0 3509 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 264 910 SH SOLE 0 0 910 NIKE INC CL B 654106103 1619 10480 SH SOLE 0 0 10480 NCR CORP NEW COM 62886E108 979 21458 SH SOLE 0 0 21458 WISDOMTREE TR US QTLY DIV GRT 97717X669 465 7793 SH SOLE 0 0 7793 COMCAST CORP NEW CL A 20030N101 2098 36794 SH SOLE 0 0 36794 ISHARES TR SP SMCP600VL ETF 464287879 2067 19602 SH SOLE 0 0 19602 BRISTOL-MYERS SQUIBB CO COM 110122108 2650 39652 SH SOLE 0 0 39652 ISHARES TR CORE S&P SCP ETF 464287804 4400 38941 SH SOLE 0 0 38941 SPDR SER TR S&P 600 SMCP VAL 78464A300 10007 116757 SH SOLE 0 0 116757 FEDEX CORP COM 31428X106 370 1241 SH SOLE 0 0 1241 DOW INC COM 260557103 336 5310 SH SOLE 0 0 5310 CISCO SYS INC COM 17275R102 1038 19583 SH SOLE 0 0 19583 EXXON MOBIL CORP COM 30231G102 3417 54161 SH SOLE 0 0 54161 JPMORGAN CHASE & CO COM 46625H100 5037 32382 SH SOLE 0 0 32382 BROADCOM INC COM 11135F101 1895 3974 SH SOLE 0 0 3974 SYSCO CORP COM 871829107 657 8447 SH SOLE 0 0 8447 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2804 10088 SH SOLE 0 0 10088 VANGUARD INDEX FDS VALUE ETF 922908744 515 3746 SH SOLE 0 0 3746 SPLUNK INC COM 848637104 861 5955 SH SOLE 0 0 5955 WESTROCK CO COM 96145D105 808 15185 SH SOLE 0 0 15185 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 5206 16578 SH SOLE 0 0 16578 CHEVRON CORP NEW COM 166764100 1682 16056 SH SOLE 0 0 16056 LABORATORY CORP AMER HLDGS COM NEW 50540R409 969 3511 SH SOLE 0 0 3511 VANGUARD INDEX FDS MID CAP ETF 922908629 946 3985 SH SOLE 0 0 3985 MONDELEZ INTL INC CL A 609207105 593 9497 SH SOLE 0 0 9497 VISA INC COM CL A 92826C839 3696 15809 SH SOLE 0 0 15809 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 533 3441 SH SOLE 0 0 3441 CONSTELLATION BRANDS INC CL A 21036P108 1871 8001 SH SOLE 0 0 8001 VULCAN MATLS CO COM 929160109 256 1471 SH SOLE 0 0 1471 ROPER TECHNOLOGIES INC COM 776696106 858 1825 SH SOLE 0 0 1825 ISHARES TR RUS 1000 VAL ETF 464287598 407 2569 SH SOLE 0 0 2569 QUEST DIAGNOSTICS INC COM 74834L100 490 3715 SH SOLE 0 0 3715 FACEBOOK INC CL A 30303M102 2020 5809 SH SOLE 0 0 5809 TJX COS INC NEW COM 872540109 813 12054 SH SOLE 0 0 12054 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 920 6230 SH SOLE 0 0 6230 VIACOMCBS INC CL B 92556H206 1605 35501 SH SOLE 0 0 35501 SCHLUMBERGER LTD COM STK 806857108 745 23275 SH SOLE 0 0 23275 LILLY ELI & CO COM 532457108 2063 8989 SH SOLE 0 0 8989 ELECTRONIC ARTS INC COM 285512109 1319 9172 SH SOLE 0 0 9172 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 321 1300 SH SOLE 0 0 1300 CITIGROUP INC COM NEW 172967424 2189 30939 SH SOLE 0 0 30939 KKR & CO INC COM 48251W104 4276 72178 SH SOLE 0 0 72178 PNC FINL SVCS GROUP INC COM 693475105 689 3614 SH SOLE 0 0 3614 SALESFORCE COM INC COM 79466L302 2531 10362 SH SOLE 0 0 10362 L3HARRIS TECHNOLOGIES INC COM 502431109 2040 9437 SH SOLE 0 0 9437 HOME DEPOT INC COM 437076102 424 1330 SH SOLE 0 0 1330 VANGUARD INDEX FDS TOTAL STK MKT 922908769 762 3421 SH SOLE 0 0 3421 ALTRIA GROUP INC COM 02209S103 210 4396 SH SOLE 0 0 4396 LOCKHEED MARTIN CORP COM 539830109 383 1012 SH SOLE 0 0 1012 VERIZON COMMUNICATIONS INC COM 92343V104 2573 45921 SH SOLE 0 0 45921 DIAMONDBACK ENERGY INC COM 25278X109 666 7090 SH SOLE 0 0 7090 CARRIER GLOBAL CORPORATION COM 14448C104 896 18442 SH SOLE 0 0 18442 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2960 28254 SH SOLE 0 0 28254 AMGEN INC COM 031162100 2163 8872 SH SOLE 0 0 8872 COCA COLA CO COM 191216100 1693 31286 SH SOLE 0 0 31286 WELLS FARGO CO NEW COM 949746101 1807 39888 SH SOLE 0 0 39888 ADVANCE AUTO PARTS INC COM 00751Y106 1113 5425 SH SOLE 0 0 5425 ECOLAB INC COM 278865100 1164 5651 SH SOLE 0 0 5651 INTERNATIONAL BUSINESS MACHS COM 459200101 331 2257 SH SOLE 0 0 2257 YUM BRANDS INC COM 988498101 672 5839 SH SOLE 0 0 5839 UNITEDHEALTH GROUP INC COM 91324P102 2077 5186 SH SOLE 0 0 5186 SERVICENOW INC COM 81762P102 290 527 SH SOLE 0 0 527 3M CO COM 88579Y101 1045 5260 SH SOLE 0 0 5260 CAPITAL ONE FINL CORP COM 14040H105 709 4584 SH SOLE 0 0 4584 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 815 12882 SH SOLE 0 0 12882 MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 56167N720 4535 201285 SH SOLE 0 0 201285 LAUDER ESTEE COS INC CL A 518439104 789 2482 SH SOLE 0 0 2482 ISHARES TR CORE S&P MCP ETF 464287507 3387 12603 SH SOLE 0 0 12603 MERCK & CO INC COM 58933Y105 1415 18197 SH SOLE 0 0 18197 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2492 29211 SH SOLE 0 0 29211 DOMINION ENERGY INC COM 25746U109 1906 25904 SH SOLE 0 0 25904 STARBUCKS CORP COM 855244109 647 5789 SH SOLE 0 0 5789 VANGUARD WORLD FDS INF TECH ETF 92204A702 11579 29038 SH SOLE 0 0 29038 ISHARES TR MSCI EMG MKT ETF 464287234 362 6570 SH SOLE 0 0 6570 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 5693 54755 SH SOLE 0 0 54755 MICROSOFT CORP COM 594918104 9347 34502 SH SOLE 0 0 34502 LINDE PLC SHS G5494J103 1326 4586 SH SOLE 0 0 4586 TYSON FOODS INC CL A 902494103 457 6200 SH SOLE 0 0 6200 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 489 3399 SH SOLE 0 0 3399 BLACKSTONE GROUP INC COM 09260D107 5967 61430 SH SOLE 0 0 61430 ADOBE SYSTEMS INCORPORATED COM 00724F101 3017 5151 SH SOLE 0 0 5151 UNILEVER PLC SPON ADR NEW 904767704 446 7625 SH SOLE 0 0 7625 ENBRIDGE INC COM 29250N105 2534 63299 SH SOLE 0 0 63299 MCDONALDS CORP COM 580135101 992 4293 SH SOLE 0 0 4293 ALPHABET INC CAP STK CL A 02079K305 559 229 SH SOLE 0 0 229 ISHARES TR EXPANDED TECH 464287515 518 1327 SH SOLE 0 0 1327 GENERAL DYNAMICS CORP COM 369550108 992 5269 SH SOLE 0 0 5269 CERNER CORP COM 156782104 503 6438 SH SOLE 0 0 6438 GOLDMAN SACHS GROUP INC COM 38141G104 3341 8802 SH SOLE 0 0 8802 MCCORMICK & CO INC COM NON VTG 579780206 222 2510 SH SOLE 0 0 2510 APPLIED MATLS INC COM 038222105 1954 13725 SH SOLE 0 0 13725 VERTEX PHARMACEUTICALS INC COM 92532F100 522 2588 SH SOLE 0 0 2588 DUPONT DE NEMOURS INC COM 26614N102 1450 18734 SH SOLE 0 0 18734 HONEYWELL INTL INC COM 438516106 1186 5405 SH SOLE 0 0 5405 CANADIAN PAC RY LTD COM 13645T100 368 4780 SH SOLE 0 0 4780 CORTEVA INC COM 22052L104 1301 29331 SH SOLE 0 0 29331 ALPHABET INC CAP STK CL C 02079K107 7574 3022 SH SOLE 0 0 3022 EMERSON ELEC CO COM 291011104 2269 23572 SH SOLE 0 0 23572 LAM RESEARCH CORP COM 512807108 1033 1588 SH SOLE 0 0 1588 UNITED PARCEL SERVICE INC CL B 911312106 1190 5724 SH SOLE 0 0 5724 SPDR SER TR S&P DIVID ETF 78464A763 973 7957 SH SOLE 0 0 7957 CONOCOPHILLIPS COM 20825C104 1171 19226 SH SOLE 0 0 19226 WABTEC COM 929740108 1604 19493 SH SOLE 0 0 19493 MEDTRONIC PLC SHS G5960L103 1694 13645 SH SOLE 0 0 13645 BLACKROCK INC COM 09247X101 372 425 SH SOLE 0 0 425 BIOGEN INC COM 09062X103 1207 3485 SH SOLE 0 0 3485 FIRST CTZNS BANCSHARES INC N CL A 31946M103 441 530 SH SOLE 0 0 530 MORGAN STANLEY COM NEW 617446448 1254 13675 SH SOLE 0 0 13675 OTIS WORLDWIDE CORP COM 68902V107 1581 19339 SH SOLE 0 0 19339 KELLOGG CO COM 487836108 1299 20186 SH SOLE 0 0 20186 MOODYS CORP COM 615369105 433 1195 SH SOLE 0 0 1195 KRAFT HEINZ CO COM 500754106 421 10325 SH SOLE 0 0 10325 PAYPAL HLDGS INC COM 70450Y103 212 727 SH SOLE 0 0 727 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 214 5840 SH SOLE 0 0 5840 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 12620 161238 SH SOLE 0 0 161238 PPG INDS INC COM 693506107 215 1269 SH SOLE 0 0 1269 JOHNSON & JOHNSON COM 478160104 3403 20656 SH SOLE 0 0 20656