Managing Director

0001062993-22-016192.txt : 20220711 0001062993-22-016192.hdr.sgml : 20220711 20220711095739 ACCESSION NUMBER: 0001062993-22-016192 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220711 DATE AS OF CHANGE: 20220711 EFFECTIVENESS DATE: 20220711 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: 221076099 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 06-30-2022 06-30-2022 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 07-08-2022 0 170 256681 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE PFIZER INC COM 717081103 1573 29993 SH SOLE 0 0 29993 ACTIVISION BLIZZARD INC COM 00507V109 465 5977 SH SOLE 0 0 5977 BECTON DICKINSON & CO COM 075887109 1991 8076 SH SOLE 0 0 8076 DEERE & CO COM 244199105 562 1875 SH SOLE 0 0 1875 ISHARES TR ISHARES BIOTECH 464287556 416 3537 SH SOLE 0 0 3537 AMERICAN TOWER CORP NEW COM 03027X100 1638 6409 SH SOLE 0 0 6409 SPDR S&P 500 ETF TR TR UNIT 78462F103 1347 3570 SH SOLE 0 0 3570 BALL CORP COM 058498106 276 4015 SH SOLE 0 0 4015 MASTERCARD INCORPORATED CL A 57636Q104 421 1335 SH SOLE 0 0 1335 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1390 10359 SH SOLE 0 0 10359 AMERICAN EXPRESS CO COM 025816109 384 2771 SH SOLE 0 0 2771 MGM RESORTS INTERNATIONAL COM 552953101 844 29160 SH SOLE 0 0 29160 INTUITIVE SURGICAL INC COM NEW 46120E602 241 1200 SH SOLE 0 0 1200 PEPSICO INC COM 713448108 3465 20789 SH SOLE 0 0 20789 BROWN FORMAN CORP CL B 115637209 862 12280 SH SOLE 0 0 12280 BLACKSTONE INC COM 09260D107 5307 58172 SH SOLE 0 0 58172 ISHARES TR SELECT DIVID ETF 464287168 479 4069 SH SOLE 0 0 4069 CVS HEALTH CORP COM 126650100 2497 26949 SH SOLE 0 0 26949 BK OF AMERICA CORP COM 060505104 2625 84311 SH SOLE 0 0 84311 COSTCO WHSL CORP NEW COM 22160K105 283 591 SH SOLE 0 0 591 NEXTERA ENERGY INC COM 65339F101 2282 29465 SH SOLE 0 0 29465 ROSS STORES INC COM 778296103 610 8690 SH SOLE 0 0 8690 CATERPILLAR INC COM 149123101 1527 8541 SH SOLE 0 0 8541 EQUIFAX INC COM 294429105 584 3193 SH SOLE 0 0 3193 TARGET CORP COM 87612E106 979 6935 SH SOLE 0 0 6935 SPDR SER TR S&P INS ETF 78464A789 3501 92496 SH SOLE 0 0 92496 BORGWARNER INC COM 099724106 1208 36214 SH SOLE 0 0 36214 AMAZON COM INC COM 023135106 2231 21005 SH SOLE 0 0 21005 APPLE INC COM 037833100 5088 37211 SH SOLE 0 0 37211 UNION PAC CORP COM 907818108 593 2779 SH SOLE 0 0 2779 QUALCOMM INC COM 747525103 470 3678 SH SOLE 0 0 3678 LOWES COS INC COM 548661107 4756 27231 SH SOLE 0 0 27231 ORACLE CORP COM 68389X105 1622 23216 SH SOLE 0 0 23216 TEXAS INSTRS INC COM 882508104 317 2065 SH SOLE 0 0 2065 COLGATE PALMOLIVE CO COM 194162103 871 10873 SH SOLE 0 0 10873 GOODYEAR TIRE & RUBR CO COM 382550101 1241 115875 SH SOLE 0 0 115875 NORFOLK SOUTHN CORP COM 655844108 316 1392 SH SOLE 0 0 1392 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 409 7585 SH SOLE 0 0 7585 TRUIST FINL CORP COM 89832Q109 2872 60546 SH SOLE 0 0 60546 PRICE T ROWE GROUP INC COM 74144T108 251 2209 SH SOLE 0 0 2209 ISHARES TR U.S. MED DVC ETF 464288810 861 17075 SH SOLE 0 0 17075 VANGUARD INDEX FDS GROWTH ETF 922908736 943 4230 SH SOLE 0 0 4230 BOEING CO COM 097023105 487 3560 SH SOLE 0 0 3560 SCHWAB CHARLES CORP COM 808513105 273 4316 SH SOLE 0 0 4316 PROCTER AND GAMBLE CO COM 742718109 2764 19221 SH SOLE 0 0 19221 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1777 45586 SH SOLE 0 0 45586 DOVER CORP COM 260003108 244 2015 SH SOLE 0 0 2015 PHILIP MORRIS INTL INC COM 718172109 935 9474 SH SOLE 0 0 9474 WALMART INC COM 931142103 552 4538 SH SOLE 0 0 4538 INTEL CORP COM 458140100 573 15327 SH SOLE 0 0 15327 VEEVA SYS INC CL A COM 922475108 1107 5590 SH SOLE 0 0 5590 DUKE ENERGY CORP NEW COM NEW 26441C204 2770 25841 SH SOLE 0 0 25841 ROYAL BK CDA COM 780087102 479 4949 SH SOLE 0 0 4949 SHERWIN WILLIAMS CO COM 824348106 778 3476 SH SOLE 0 0 3476 NIKE INC CL B 654106103 949 9287 SH SOLE 0 0 9287 TWILIO INC CL A 90138F102 276 3296 SH SOLE 0 0 3296 US BANCORP DEL COM NEW 902973304 1561 33910 SH SOLE 0 0 33910 NCR CORP NEW COM 62886E108 635 20408 SH SOLE 0 0 20408 WISDOMTREE TR US QTLY DIV GRT 97717X669 391 6822 SH SOLE 0 0 6822 ROCKWELL AUTOMATION INC COM 773903109 373 1873 SH SOLE 0 0 1873 BRISTOL-MYERS SQUIBB CO COM 110122108 2912 37815 SH SOLE 0 0 37815 COMCAST CORP NEW CL A 20030N101 1484 37810 SH SOLE 0 0 37810 ISHARES TR SP SMCP600VL ETF 464287879 1778 19966 SH SOLE 0 0 19966 US FOODS HLDG CORP COM 912008109 758 24693 SH SOLE 0 0 24693 ISHARES TR CORE S&P SCP ETF 464287804 4371 47297 SH SOLE 0 0 47297 SPDR SER TR S&P 600 SMCP VAL 78464A300 8197 113205 SH SOLE 0 0 113205 SALESFORCE INC COM 79466L302 1785 10818 SH SOLE 0 0 10818 FEDEX CORP COM 31428X106 229 1009 SH SOLE 0 0 1009 CISCO SYS INC COM 17275R102 766 17972 SH SOLE 0 0 17972 EXXON MOBIL CORP COM 30231G102 4428 51709 SH SOLE 0 0 51709 DOW INC COM 260557103 265 5139 SH SOLE 0 0 5139 JPMORGAN CHASE & CO COM 46625H100 3538 31422 SH SOLE 0 0 31422 BROADCOM INC COM 11135F101 1492 3071 SH SOLE 0 0 3071 SYSCO CORP COM 871829107 696 8212 SH SOLE 0 0 8212 VANGUARD INDEX FDS VALUE ETF 922908744 599 4542 SH SOLE 0 0 4542 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2720 9962 SH SOLE 0 0 9962 WILLIAMS SONOMA INC COM 969904101 938 8450 SH SOLE 0 0 8450 WESTROCK CO COM 96145D105 456 11435 SH SOLE 0 0 11435 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 3121 13721 SH SOLE 0 0 13721 CHEVRON CORP NEW COM 166764100 2408 16630 SH SOLE 0 0 16630 LABORATORY CORP AMER HLDGS COM NEW 50540R409 794 3390 SH SOLE 0 0 3390 VANGUARD INDEX FDS MID CAP ETF 922908629 782 3970 SH SOLE 0 0 3970 MONDELEZ INTL INC CL A 609207105 503 8099 SH SOLE 0 0 8099 VISA INC COM CL A 92826C839 2592 13165 SH SOLE 0 0 13165 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 602 4196 SH SOLE 0 0 4196 CONSTELLATION BRANDS INC CL A 21036P108 1895 8131 SH SOLE 0 0 8131 ROPER TECHNOLOGIES INC COM 776696106 732 1855 SH SOLE 0 0 1855 ISHARES TR RUS 1000 VAL ETF 464287598 431 2971 SH SOLE 0 0 2971 QUEST DIAGNOSTICS INC COM 74834L100 450 3385 SH SOLE 0 0 3385 TJX COS INC NEW COM 872540109 650 11634 SH SOLE 0 0 11634 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 740 5825 SH SOLE 0 0 5825 SCHLUMBERGER LTD COM STK 806857108 738 20627 SH SOLE 0 0 20627 LILLY ELI & CO COM 532457108 2131 6571 SH SOLE 0 0 6571 ELECTRONIC ARTS INC COM 285512109 1177 9676 SH SOLE 0 0 9676 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 328 1394 SH SOLE 0 0 1394 CITIGROUP INC COM NEW 172967424 1265 27509 SH SOLE 0 0 27509 ALTRIA GROUP INC COM 02209S103 261 6240 SH SOLE 0 0 6240 KKR & CO INC COM 48251W104 3824 82606 SH SOLE 0 0 82606 PNC FINL SVCS GROUP INC COM 693475105 341 2159 SH SOLE 0 0 2159 HOME DEPOT INC COM 437076102 341 1244 SH SOLE 0 0 1244 L3HARRIS TECHNOLOGIES INC COM 502431109 2184 9038 SH SOLE 0 0 9038 VANGUARD INDEX FDS TOTAL STK MKT 922908769 562 2980 SH SOLE 0 0 2980 LOCKHEED MARTIN CORP COM 539830109 573 1333 SH SOLE 0 0 1333 VERIZON COMMUNICATIONS INC COM 92343V104 2225 43835 SH SOLE 0 0 43835 AMGEN INC COM 031162100 2017 8289 SH SOLE 0 0 8289 CARRIER GLOBAL CORPORATION COM 14448C104 497 13950 SH SOLE 0 0 13950 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2875 28265 SH SOLE 0 0 28265 DIAMONDBACK ENERGY INC COM 25278X109 618 5099 SH SOLE 0 0 5099 COCA COLA CO COM 191216100 1931 30696 SH SOLE 0 0 30696 WELLS FARGO CO NEW COM 949746101 1624 41453 SH SOLE 0 0 41453 ADVANCE AUTO PARTS INC COM 00751Y106 793 4579 SH SOLE 0 0 4579 FIDELITY NATL INFORMATION SV COM 31620M106 872 9514 SH SOLE 0 0 9514 INTERNATIONAL BUSINESS MACHS COM 459200101 239 1690 SH SOLE 0 0 1690 UNITEDHEALTH GROUP INC COM 91324P102 2394 4660 SH SOLE 0 0 4660 ECOLAB INC COM 278865100 651 4237 SH SOLE 0 0 4237 YUM BRANDS INC COM 988498101 332 2924 SH SOLE 0 0 2924 3M CO COM 88579Y101 698 5397 SH SOLE 0 0 5397 SERVICENOW INC COM 81762P102 505 1063 SH SOLE 0 0 1063 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 899 12812 SH SOLE 0 0 12812 MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 56167N720 4838 199524 SH SOLE 0 0 199524 LAUDER ESTEE COS INC CL A 518439104 838 3289 SH SOLE 0 0 3289 ISHARES TR CORE S&P MCP ETF 464287507 3428 15152 SH SOLE 0 0 15152 DOMINION ENERGY INC COM 25746U109 2127 26653 SH SOLE 0 0 26653 MERCK & CO INC COM 58933Y105 1690 18532 SH SOLE 0 0 18532 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2591 26962 SH SOLE 0 0 26962 STARBUCKS CORP COM 855244109 405 5300 SH SOLE 0 0 5300 ISHARES TR MSCI EMG MKT ETF 464287234 263 6570 SH SOLE 0 0 6570 VANGUARD WORLD FDS INF TECH ETF 92204A702 8238 25228 SH SOLE 0 0 25228 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4887 109438 SH SOLE 0 0 109438 MICROSOFT CORP COM 594918104 7954 30968 SH SOLE 0 0 30968 TYSON FOODS INC CL A 902494103 534 6200 SH SOLE 0 0 6200 LINDE PLC SHS G5494J103 1661 5778 SH SOLE 0 0 5778 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 290 3087 SH SOLE 0 0 3087 RIO TINTO PLC SPONSORED ADR 767204100 420 6883 SH SOLE 0 0 6883 ADOBE SYSTEMS INCORPORATED COM 00724F101 1908 5212 SH SOLE 0 0 5212 META PLATFORMS INC CL A 30303M102 1305 8091 SH SOLE 0 0 8091 MCDONALDS CORP COM 580135101 997 4040 SH SOLE 0 0 4040 ENBRIDGE INC COM 29250N105 2443 57799 SH SOLE 0 0 57799 BOOKING HOLDINGS INC COM 09857L108 261 149 SH SOLE 0 0 149 ALPHABET INC CAP STK CL A 02079K305 490 225 SH SOLE 0 0 225 CIGNA CORP NEW COM 125523100 381 1445 SH SOLE 0 0 1445 ISHARES TR EXPANDED TECH 464287515 360 1335 SH SOLE 0 0 1335 GENERAL DYNAMICS CORP COM 369550108 981 4433 SH SOLE 0 0 4433 GOLDMAN SACHS GROUP INC COM 38141G104 2578 8679 SH SOLE 0 0 8679 MCCORMICK & CO INC COM NON VTG 579780206 209 2510 SH SOLE 0 0 2510 APPLIED MATLS INC COM 038222105 750 8242 SH SOLE 0 0 8242 VERTEX PHARMACEUTICALS INC COM 92532F100 863 3063 SH SOLE 0 0 3063 GARMIN LTD SHS H2906T109 966 9827 SH SOLE 0 0 9827 HONEYWELL INTL INC COM 438516106 1043 6002 SH SOLE 0 0 6002 PARAMOUNT GLOBAL CLASS B COM 92556H206 557 22585 SH SOLE 0 0 22585 CANADIAN PAC RY LTD COM 13645T100 285 4080 SH SOLE 0 0 4080 ALPHABET INC CAP STK CL C 02079K107 6131 2803 SH SOLE 0 0 2803 CORTEVA INC COM 22052L104 1594 29449 SH SOLE 0 0 29449 DUPONT DE NEMOURS INC COM 26614N102 1139 20501 SH SOLE 0 0 20501 EMERSON ELEC CO COM 291011104 1923 24182 SH SOLE 0 0 24182 UNITED PARCEL SERVICE INC CL B 911312106 943 5167 SH SOLE 0 0 5167 LAM RESEARCH CORP COM 512807108 682 1600 SH SOLE 0 0 1600 SPDR SER TR S&P DIVID ETF 78464A763 910 7671 SH SOLE 0 0 7671 WABTEC COM 929740108 1452 17685 SH SOLE 0 0 17685 CONOCOPHILLIPS COM 20825C104 1316 14655 SH SOLE 0 0 14655 MEDTRONIC PLC SHS G5960L103 1324 14755 SH SOLE 0 0 14755 BLACKROCK INC COM 09247X101 239 393 SH SOLE 0 0 393 BIOGEN INC COM 09062X103 618 3031 SH SOLE 0 0 3031 FIRST CTZNS BANCSHARES INC N CL A 31946M103 290 444 SH SOLE 0 0 444 MORGAN STANLEY COM NEW 617446448 926 12175 SH SOLE 0 0 12175 MOODYS CORP COM 615369105 793 2915 SH SOLE 0 0 2915 OTIS WORLDWIDE CORP COM 68902V107 1265 17904 SH SOLE 0 0 17904 PAYPAL HLDGS INC COM 70450Y103 1044 14947 SH SOLE 0 0 14947 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 10499 167371 SH SOLE 0 0 167371 JOHNSON & JOHNSON COM 478160104 3523 19847 SH SOLE 0 0 19847