Managing Director

0001062993-23-014865.txt : 20230713 0001062993-23-014865.hdr.sgml : 20230713 20230713160514 ACCESSION NUMBER: 0001062993-23-014865 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230713 DATE AS OF CHANGE: 20230713 EFFECTIVENESS DATE: 20230713 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: 231086817 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 06-30-2023 06-30-2023 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 07-13-2023 0 185 290670215 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE MCDONALDS CORP COM 580135101 1067546 3577 SH SOLE 0 0 3577 ENBRIDGE INC COM 29250N105 2009109 54081 SH SOLE 0 0 54081 BAXTER INTL INC COM 071813109 705041 15475 SH SOLE 0 0 15475 MOODYS CORP COM 615369105 860998 2476 SH SOLE 0 0 2476 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 795227 12152 SH SOLE 0 0 12152 RIO TINTO PLC SPONSORED ADR 767204100 666785 10445 SH SOLE 0 0 10445 GOLDMAN SACHS GROUP INC COM 38141G104 2607091 8083 SH SOLE 0 0 8083 3M CO COM 88579Y101 445728 4453 SH SOLE 0 0 4453 GENERAL DYNAMICS CORP COM 369550108 817003 3797 SH SOLE 0 0 3797 INTEL CORP COM 458140100 370582 11082 SH SOLE 0 0 11082 SYSCO CORP COM 871829107 227646 3068 SH SOLE 0 0 3068 MONDELEZ INTL INC CL A 609207105 504599 6918 SH SOLE 0 0 6918 ISHARES TR MSCI EMG MKT ETF 464287234 339029 8570 SH SOLE 0 0 8570 STARBUCKS CORP COM 855244109 476776 4813 SH SOLE 0 0 4813 DOMINION ENERGY INC COM 25746U109 627016 12107 SH SOLE 0 0 12107 EXXON MOBIL CORP COM 30231G102 5267301 49112 SH SOLE 0 0 49112 BRISTOL-MYERS SQUIBB CO COM 110122108 2047503 32017 SH SOLE 0 0 32017 INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 209424 14594 SH SOLE 0 0 14594 LIVE NATION ENTERTAINMENT IN COM 538034109 1165752 12795 SH SOLE 0 0 12795 MICROSOFT CORP COM 594918104 9856667 28944 SH SOLE 0 0 28944 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 360865 1474 SH SOLE 0 0 1474 ELECTRONIC ARTS INC COM 285512109 1319827 10176 SH SOLE 0 0 10176 LILLY ELI & CO COM 532457108 2237504 4771 SH SOLE 0 0 4771 ALPHABET INC CAP STK CL C 02079K107 6249189 51659 SH SOLE 0 0 51659 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1012735 5825 SH SOLE 0 0 5825 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3111259 29332 SH SOLE 0 0 29332 AUTODESK INC COM 052769106 828671 4050 SH SOLE 0 0 4050 MORGAN STANLEY COM NEW 617446448 914036 10703 SH SOLE 0 0 10703 VANGUARD INDEX FDS TOTAL STK MKT 922908769 478867 2174 SH SOLE 0 0 2174 BROADCOM INC COM 11135F101 1814664 2092 SH SOLE 0 0 2092 CANADIAN PACIFIC KANSAS CITY COM 13646K108 307330 3805 SH SOLE 0 0 3805 KKR & CO INC COM 48251W104 4695393 83846 SH SOLE 0 0 83846 HOME DEPOT INC COM 437076102 315300 1015 SH SOLE 0 0 1015 ISHARES TR CORE S&P500 ETF 464287200 252272 566 SH SOLE 0 0 566 GENERAL ELECTRIC CO COM NEW 369604301 286599 2609 SH SOLE 0 0 2609 MEDTRONIC PLC SHS G5960L103 581724 6603 SH SOLE 0 0 6603 WABTEC COM 929740108 1742876 15892 SH SOLE 0 0 15892 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 11452024 161228 SH SOLE 0 0 161228 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3141974 9214 SH SOLE 0 0 9214 WISDOMTREE TR US QTLY DIV GRT 97717X669 402893 6044 SH SOLE 0 0 6044 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 4024343 14210 SH SOLE 0 0 14210 HONEYWELL INTL INC COM 438516106 1213875 5850 SH SOLE 0 0 5850 CONSTELLATION BRANDS INC CL A 21036P108 1912807 7772 SH SOLE 0 0 7772 SCHLUMBERGER LTD COM STK 806857108 901794 18359 SH SOLE 0 0 18359 WALMART INC COM 931142103 715880 4555 SH SOLE 0 0 4555 QUEST DIAGNOSTICS INC COM 74834L100 448386 3190 SH SOLE 0 0 3190 PHILIP MORRIS INTL INC COM 718172109 896054 9179 SH SOLE 0 0 9179 PAYPAL HLDGS INC COM 70450Y103 470246 7047 SH SOLE 0 0 7047 TJX COS INC NEW COM 872540109 761838 8985 SH SOLE 0 0 8985 LABORATORY CORP AMER HLDGS COM NEW 50540R409 875063 3626 SH SOLE 0 0 3626 ISHARES TR ISHARES BIOTECH 464287556 416683 3282 SH SOLE 0 0 3282 ALTRIA GROUP INC COM 02209S103 282672 6240 SH SOLE 0 0 6240 DUKE ENERGY CORP NEW COM NEW 26441C204 2268598 25280 SH SOLE 0 0 25280 NIKE INC CL B 654106103 1227076 11118 SH SOLE 0 0 11118 ISHARES TR CORE TOTAL USD 46434V613 3703431 81448 SH SOLE 0 0 81448 VERIZON COMMUNICATIONS INC COM 92343V104 945369 25420 SH SOLE 0 0 25420 VANGUARD INDEX FDS LARGE CAP ETF 922908637 217519 1073 SH SOLE 0 0 1073 CHEVRON CORP NEW COM 166764100 2491348 15833 SH SOLE 0 0 15833 MERCK & CO INC COM 58933Y105 1932382 16747 SH SOLE 0 0 16747 US BANCORP DEL COM NEW 902973304 985781 29836 SH SOLE 0 0 29836 SHERWIN WILLIAMS CO COM 824348106 922838 3476 SH SOLE 0 0 3476 TYLER TECHNOLOGIES INC COM 902252105 433545 1041 SH SOLE 0 0 1041 ISHARES TR SELECT DIVID ETF 464287168 461018 4069 SH SOLE 0 0 4069 BOOKING HOLDINGS INC COM 09857L108 469857 174 SH SOLE 0 0 174 ROYAL BK CDA COM 780087102 366663 3839 SH SOLE 0 0 3839 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 613196 5768 SH SOLE 0 0 5768 EQUIFAX INC COM 294429105 748489 3181 SH SOLE 0 0 3181 EMERSON ELEC CO COM 291011104 2016782 22312 SH SOLE 0 0 22312 AMERICAN EXPRESS CO COM 025816109 466159 2676 SH SOLE 0 0 2676 ECOLAB INC COM 278865100 892752 4782 SH SOLE 0 0 4782 ADOBE SYSTEMS INCORPORATED COM 00724F101 2340795 4787 SH SOLE 0 0 4787 DOW INC COM 260557103 247659 4650 SH SOLE 0 0 4650 JPMORGAN CHASE & CO COM 46625H100 4266268 29334 SH SOLE 0 0 29334 CARLYLE GROUP INC COM 14316J108 257837 8070 SH SOLE 0 0 8070 L3HARRIS TECHNOLOGIES INC COM 502431109 1676966 8566 SH SOLE 0 0 8566 ROCKWELL AUTOMATION INC COM 773903109 1356382 4117 SH SOLE 0 0 4117 AMAZON COM INC COM 023135106 2321712 17810 SH SOLE 0 0 17810 ISHARES TR CORE S&P SCP ETF 464287804 4854087 48711 SH SOLE 0 0 48711 AMGEN INC COM 031162100 1674253 7541 SH SOLE 0 0 7541 REVVITY INC COM 714046109 475638 4004 SH SOLE 0 0 4004 DOVER CORP COM 260003108 314937 2133 SH SOLE 0 0 2133 SERVICENOW INC COM 81762P102 777205 1383 SH SOLE 0 0 1383 LINDE PLC SHS G54950103 2193878 5757 SH SOLE 0 0 5757 COSTCO WHSL CORP NEW COM 22160K105 320336 595 SH SOLE 0 0 595 BOEING CO COM 097023105 538880 2552 SH SOLE 0 0 2552 COLGATE PALMOLIVE CO COM 194162103 699633 9081 SH SOLE 0 0 9081 UNITEDHEALTH GROUP INC COM 91324P102 2005230 4172 SH SOLE 0 0 4172 NVIDIA CORPORATION COM 67066G104 1388775 3283 SH SOLE 0 0 3283 YUM BRANDS INC COM 988498101 405120 2924 SH SOLE 0 0 2924 VANGUARD WORLD FDS INF TECH ETF 92204A702 10341680 23389 SH SOLE 0 0 23389 CARRIER GLOBAL CORPORATION COM 14448C104 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922908744 567035 3990 SH SOLE 0 0 3990 BECTON DICKINSON & CO COM 075887109 2136633 8093 SH SOLE 0 0 8093 MASTERCARD INCORPORATED CL A 57636Q104 534888 1360 SH SOLE 0 0 1360 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1911049 12771 SH SOLE 0 0 12771 BALL CORP COM 058498106 233713 4015 SH SOLE 0 0 4015 ACTIVISION BLIZZARD INC COM 00507V109 357095 4236 SH SOLE 0 0 4236 SALESFORCE INC COM 79466L302 1929226 9132 SH SOLE 0 0 9132 DISNEY WALT CO COM 254687106 1883362 21095 SH SOLE 0 0 21095 MARRIOTT INTL INC NEW CL A 571903202 590196 3213 SH SOLE 0 0 3213 PNC FINL SVCS GROUP INC COM 693475105 339309 2694 SH SOLE 0 0 2694 SPDR SER TR S&P DIVID ETF 78464A763 826918 6746 SH SOLE 0 0 6746 CORTEVA INC COM 22052L104 1549250 27038 SH SOLE 0 0 27038 ISHARES TR SP SMCP600VL ETF 464287879 1999161 21024 SH SOLE 0 0 21024 ISHARES TR EXPANDED TECH 464287515 613644 1774 SH SOLE 0 0 1774 MGM RESORTS INTERNATIONAL COM 552953101 1083858 24678 SH SOLE 0 0 24678 VERTEX PHARMACEUTICALS INC COM 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24475 SH SOLE 0 0 24475 PROCTER AND GAMBLE CO COM 742718109 2414544 15912 SH SOLE 0 0 15912 AMERICAN TOWER CORP NEW COM 03027X100 1061628 5474 SH SOLE 0 0 5474 WALGREENS BOOTS ALLIANCE INC COM 931427108 222023 7793 SH SOLE 0 0 7793 ISHARES TR RUS 1000 VAL ETF 464287598 433559 2747 SH SOLE 0 0 2747 THERMO FISHER SCIENTIFIC INC COM 883556102 511315 980 SH SOLE 0 0 980 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 837823 16205 SH SOLE 0 0 16205 PRICE T ROWE GROUP INC COM 74144T108 240171 2144 SH SOLE 0 0 2144 LAUDER ESTEE COS INC CL A 518439104 867410 4417 SH SOLE 0 0 4417 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4981591 95123 SH SOLE 0 0 95123 OTIS WORLDWIDE CORP COM 68902V107 1343873 15098 SH SOLE 0 0 15098 NORFOLK SOUTHN CORP COM 655844108 259187 1143 SH SOLE 0 0 1143 BIOGEN INC COM 09062X103 712125 2500 SH SOLE 0 0 2500 DEERE & CO COM 244199105 611432 1509 SH SOLE 0 0 1509 COMCAST CORP NEW CL A 20030N101 1049141 25250 SH SOLE 0 0 25250 INTUITIVE SURGICAL INC COM NEW 46120E602 386392 1130 SH SOLE 0 0 1130 META PLATFORMS INC CL A 30303M102 1767510 6159 SH SOLE 0 0 6159 ADVANCED MICRO DEVICES INC COM 007903107 239781 2105 SH SOLE 0 0 2105 CVS HEALTH CORP COM 126650100 1784513 25814 SH SOLE 0 0 25814 APPLIED MATLS INC COM 038222105 1128857 7810 SH SOLE 0 0 7810 NEXTERA ENERGY INC COM 65339F101 2905449 39157 SH SOLE 0 0 39157 THE CIGNA GROUP COM 125523100 383019 1365 SH SOLE 0 0 1365 VEEVA SYS INC CL A COM 922475108 1089492 5510 SH SOLE 0 0 5510 MCCORMICK & CO INC COM NON VTG 579780206 218947 2510 SH SOLE 0 0 2510 ALPHABET INC CAP STK CL A 02079K305 533862 4460 SH SOLE 0 0 4460 DIAMONDBACK ENERGY INC COM 25278X109 519135 3952 SH SOLE 0 0 3952 LOCKHEED MARTIN CORP COM 539830109 621973 1351 SH SOLE 0 0 1351 STATE STR CORP COM 857477103 230517 3150 SH SOLE 0 0 3150 ADVISORS INNER CIRCLE FD III STRATEGAS MACRO 00775Y645 6241048 267464 SH SOLE 0 0 267464 MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 56167N720 6441047 261267 SH SOLE 0 0 261267 DANAHER CORPORATION COM 235851102 228000 950 SH SOLE 0 0 950 QUALCOMM INC COM 747525103 514145 4319 SH SOLE 0 0 4319 SPDR S&P 500 ETF TR TR UNIT 78462F103 1281957 2892 SH SOLE 0 0 2892 BORGWARNER INC COM 099724106 1516895 31014 SH SOLE 0 0 31014 TARGET CORP COM 87612E106 989514 7502 SH SOLE 0 0 7502 WELLS FARGO CO NEW COM 949746101 1679104 39342 SH SOLE 0 0 39342 SPDR SER TR S&P INS ETF 78464A789 3505010 85739 SH SOLE 0 0 85739 UNION PAC CORP COM 907818108 515677 2520 SH SOLE 0 0 2520 APPLE INC COM 037833100 6704277 34563 SH SOLE 0 0 34563 TYSON FOODS INC CL A 902494103 316448 6200 SH SOLE 0 0 6200 ROSS STORES INC COM 778296103 948620 8460 SH SOLE 0 0 8460 FEDEX CORP COM 31428X106 230795 931 SH SOLE 0 0 931 LOWES COS INC COM 548661107 5828703 25825 SH SOLE 0 0 25825 TRUIST FINL CORP COM 89832Q109 1922714 63351 SH SOLE 0 0 63351 CATERPILLAR INC COM 149123101 1767607 7184 SH SOLE 0 0 7184 ISHARES TR CORE S&P MCP ETF 464287507 4859782 18586 SH SOLE 0 0 18586 BLACKSTONE INC COM 09260D107 5419244 58290 SH SOLE 0 0 58290 INTERNATIONAL BUSINESS MACHS COM 459200101 240091 1794 SH SOLE 0 0 1794 ADVANCE AUTO PARTS INC COM 00751Y106 254416 3619 SH SOLE 0 0 3619 ISHARES TR U.S. MED DVC ETF 464288810 872138 15447 SH SOLE 0 0 15447