Name Triangle Securities Wealth Management

Latest statistics and disclosures from Triangle Securities Wealth Management's latest quarterly 13F-HR filing:

Companies in the Triangle Securities Wealth Management portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; SmallCap 600 Value Idx (IJS) 5.11 57900 NEW 148.31
Sch Us Mid-cap Etf etf 4.32 144929 +4% 50.11
Vanguard Information Technology ETF (VGT) 4.09 45225 152.00
Exxon Mobil Corporation (XOM) 2.55 52226 81.97
Johnson & Johnson (JNJ) 2.13 27482 130.01
Lowe's Companies (LOW) 2.04 42932 79.94
Alphabet Inc Class C cs 1.97 3458 -8% 959.22
JPMorgan Chase & Co. (JPM) 1.94 34136 95.50
SPDR KBW Insurance (KIE) 1.93 36102 90.00
Microsoft Corporation (MSFT) 1.78 40054 74.50
United Technologies Corporation (UTX) 1.71 24811 116.08
Walt Disney Company (DIS) 1.64 27920 98.57
Wells Fargo & Company (WFC) 1.61 49058 55.16
General Electric Company (GE) 1.60 111312 24.18
Vanguard High Dividend Yield ETF (VYM) 1.55 32185 81.06
Enbridge Inc 1.52 60863 41.85
Dowdupont Inc 1.52 36836 NEW 69.23
Bristol Myers Squibb (BMY) 1.50 39684 63.73
Visa (V) 1.47 23493 105.22
Verizon Communications (VZ) 1.45 49380 49.49
Vanguard Consumer Discretionary ETF (VCR) 1.41 16545 +4% 143.37
Duke Energy 1.40 28137 -3% 83.91
Oracle Corporation (ORCL) 1.36 47374 -2% 48.36
Apple (AAPL) 1.35 14711 -4% 154.10
CVS Caremark Corporation (CVS) 1.34 27711 81.30
Amgen (AMGN) 1.32 11894 186.48
Procter & Gamble Company (PG) 1.28 23709 90.98
Biogen Idec (BIIB) 1.26 6757 -2% 313.16
Pepsi (PEP) 1.22 18434 111.42
BB&T; Corporation (BBT) 1.14 40864 +5% 46.94
Philip Morris International (PM) 1.14 17191 -2% 110.99
Wabtec Corporation (WAB) 1.14 25347 75.75
U.S. Ban (USB) 0.99 30956 53.59
American Tower Reit 0.96 11775 -2% 136.65
Goldman Sachs (GS) 0.93 6624 237.17
Chevron Corporation (CVX) 0.93 13352 -3% 117.51
Citigroup Inc 0.93 21416 +5% 72.75
General Dynamics Corporation (GD) 0.90 7346 205.55
Berkshire Hathaway (BRK.B) 0.88 8097 +3% 183.28
Dominion Resources (D) 0.88 19291 +2% 76.93
Nextera Energy Inc C om 0.83 9569 -3% 146.51
iShares S&P; SmallCap 600 Index (IJR) 0.82 18560 NEW 74.25
Intel Corporation (INTC) 0.80 35285 38.09
Emerson Electric (EMR) 0.74 19691 62.82
Eli Lilly & Co. (LLY) 0.70 13749 85.53
UnitedHealth (UNH) 0.70 6014 -3% 195.88
SPDR S&P; Dividend (SDY) 0.69 12654 -2% 91.35
Colgate-Palmolive Company (CL) 0.68 15753 72.88
salesforce (CRM) 0.67 12005 +2% 93.46
Schlumberger (SLB) 0.64 15426 +2% 69.75
BorgWarner (BWA) 0.64 21102 51.23
Schwab Strategic Tr us lrg cap etf 0.64 17808 +2% 60.03
SPDR S&P; 500 ETF (SPY) 0.62 4159 251.26
Target Corporation (TGT) 0.62 17729 59.00
Adobe Systems Incorporated (ADBE) 0.61 6849 +79% 149.22
Utilities SPDR (XLU) 0.61 19188 -2% 53.05
AmerisourceBergen (ABC) 0.60 12215 +4% 82.77
3M Company (MMM) 0.59 4730 209.94
Unilever (UL) 0.59 16972 -2% 57.98
Boeing Company (BA) 0.57 3746 -18% 254.14
Merck & Co (MRK) 0.57 14936 64.01
L3 Technologies 0.57 5043 188.38
Praxair (PX) 0.52 6274 -2% 139.78
Tyson Foods (TSN) 0.49 11800 70.42
Rbc Cad Com 0.49 10543 +28% 77.40
Wal-Mart Stores (WMT) 0.48 10243 -2% 78.10
Becton, Dickinson and (BDX) 0.47 4026 +4% 195.98
Capital One Financial (COF) 0.46 9156 +3% 84.64
Bank of America Corporation (BAC) 0.45 29939 25.35
AT&T; (T) 0.44 18826 +3% 39.15
Honeywell International (HON) 0.44 5251 141.69
Ecolab (ECL) 0.41 5358 128.59
Altria (MO) 0.41 10846 -4% 63.43
iShares Dow Jones US Medical Dev. (IHI) 0.36 3625 -3% 166.90
Pfizer (PFE) 0.35 16352 35.71
Yum! Brands (YUM) 0.35 8019 73.58
Diageo (DEO) 0.35 4411 -2% 132.17
Sherwin-Williams Company (SHW) 0.34 1575 -5% 358.10
Broad 0.34 2351 -2% 242.45
FedEx Corporation (FDX) 0.32 2376 225.59
McDonald's Corporation (MCD) 0.32 3438 156.78
Polaris Industries (PII) 0.32 5130 -4% 104.68
NIKE (NKE) 0.32 10480 +14% 51.81
iShares Dow Jones Select Dividend (DVY) 0.32 5769 93.60
QUALCOMM (QCOM) 0.31 10202 -3% 51.85
Starbucks Corporation (SBUX) 0.31 9720 +12% 53.70
Morgan Stanley (MS) 0.30 10302 48.15
Rydex S&P; Equal Weight ETF (RSP) 0.30 5308 +10% 95.52
Medtronic 0.30 6407 +45% 77.73
Union Pacific Corporation (UNP) 0.29 4175 +53% 115.93
Quest Diagnostics Incorporated (DGX) 0.29 5148 93.63
Vanguard Growth ETF (VUG) 0.27 3362 +22% 132.66
Norfolk Southern (NSC) 0.26 3342 132.26
Allergan 0.26 2173 -2% 204.79
PPG Industries (PPG) 0.25 3926 108.76
Mondelez Int 0.25 10164 40.63
BlackRock (BLK) 0.24 897 447.05
Caterpillar (CAT) 0.24 3274 124.62
Technology SPDR (XLK) 0.24 6860 59.04
Express Scripts Holding 0.24 6367 63.30
International Business Machines (IBM) 0.23 2649 -4% 144.96
iShares Russell 1000 Value Index (IWD) 0.23 3273 NEW 118.55
Fifth Third Ban (FITB) 0.23 13706 NEW 27.94
Vanguard Dividend Appreciation ETF (VIG) 0.23 4083 94.78
Kroger (KR) 0.22 18695 +6% 20.06
Terex Corporation (TEX) 0.22 8223 45.00
Lockheed Martin Corporation (LMT) 0.21 1134 310.41
Diamondback Energy 0.21 3660 +26% 98.09
Alphabet Inc Class A cs 0.21 364 -4% 972.53
Home Depot (HD) 0.19 1912 163.70
Intuitive Surgical (ISRG) 0.19 310 1045.16
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.18 7874 38.86
Yum China Holdings 0.18 7694 40.03
American Express Company (AXP) 0.17 3207 90.43
Devon Energy Corporation (DVN) 0.17 7684 -22% 36.70
Baxter International (BAX) 0.17 4625 -9% 62.70
Anadarko Petroleum Corporation (APC) 0.17 5745 -3% 48.91
iShares Russell Midcap Value Index (IWS) 0.17 3405 +4% 84.88
Comcast Corporation (CMCSA) 0.16 6772 +17% 38.54
Ball Corporation (BLL) 0.16 6580 41.34
First Citizens BancShares (FCNCA) 0.15 690 373.91
Coca-Cola Company (KO) 0.15 5732 +6% 45.01
Energy Select Sector SPDR (XLE) 0.15 3751 -3% 68.52
Monolithic Power Systems (MPWR) 0.15 2310 106.49
Facebook Inc cl a 0.15 1441 NEW 170.71
Global Payments (GPN) 0.14 2508 94.90
TJX Companies (TJX) 0.14 3264 +8% 73.84
MicroStrategy Incorporated (MSTR) 0.14 1792 127.79
British American Tobac (BTI) 0.14 3791 NEW 62.52
Snap-on Incorporated (SNA) 0.13 1510 149.01
Texas Instruments Incorporated (TXN) 0.13 2446 NEW 89.53
Raymond James Financial (RJF) 0.13 2564 84.24
Centene Corporation (CNC) 0.13 2234 NEW 96.69
United Parcel Service (UPS) 0.12 1745 NEW 120.34
Celgene Corporation (CELG) 0.12 1396 NEW 146.13
Schwab Strategic Tr us reit etf 0.12 5060 41.11
*wisdomtreetrusdivdgrtfdadded 0.12 5325 NEW 38.12

Past 13F-HR SEC Filings by Triangle Securities Wealth Management

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