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 December 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; SmallCap 600 Value Idx (IJS) 5.12 58439 153.58
Sch Us Mid-cap Etf etf 4.62 151763 +4% 53.27
Vanguard Information Technology ETF (VGT) 4.15 44130 -2% 164.74
Exxon Mobil Corporation (XOM) 2.48 51953 83.63
Lowe's Companies (LOW) 2.21 41612 -3% 92.93
Johnson & Johnson (JNJ) 2.15 26969 139.72
JPMorgan Chase & Co. (JPM) 2.08 34112 106.94
Alphabet Inc Class C cs 2.03 3403 1046.43
Microsoft Corporation (MSFT) 1.94 39629 85.54
SPDR KBW Insurance (KIE) 1.89 107635 +198% 30.70
United Technologies Corporation (UTX) 1.83 25169 127.58
Walt Disney Company (DIS) 1.73 28108 107.51
Wells Fargo & Company (WFC) 1.71 49470 60.66
Vanguard High Dividend Yield ETF (VYM) 1.64 33495 +4% 85.62
Visa (V) 1.50 23033 114.01
Vanguard Consumer Discretionary ETF (VCR) 1.50 16870 155.96
Verizon Communications (VZ) 1.47 48500 52.93
Dowdupont Inc 1.47 36218 71.21
Enbridge Inc 1.34 60155 39.12
Duke Energy 1.34 27983 84.12
Bristol Myers Squibb (BMY) 1.33 37999 -4% 61.29
Apple (AAPL) 1.31 13510 -8% 169.21
Oracle Corporation (ORCL) 1.27 47020 47.28
Pepsi (PEP) 1.26 18327 119.93
Procter & Gamble Company (PG) 1.26 23964 91.89
BB&T; Corporation (BBT) 1.20 42214 +3% 49.72
Biogen Idec (BIIB) 1.20 6591 -2% 318.62
CVS Caremark Corporation (CVS) 1.16 28094 72.51
Amgen (AMGN) 1.16 11730 173.91
Wabtec Corporation (WAB) 1.16 24907 81.42
Philip Morris International (PM) 1.03 17003 105.63
Goldman Sachs (GS) 0.95 6514 254.84
American Tower Reit 0.95 11613 142.68
U.S. Ban (USB) 0.94 30716 53.59
Chevron Corporation (CVX) 0.94 13165 125.18
iShares S&P; SmallCap 600 Index (IJR) 0.92 21030 +13% 76.80
Intel Corporation (INTC) 0.91 34573 -2% 46.16
Berkshire Hathaway (BRK.B) 0.90 7911 -2% 198.21
Citigroup Inc 0.90 21113 74.41
Dominion Resources (D) 0.88 19045 81.07
Nextera Energy Inc C om 0.84 9431 156.19
General Dynamics Corporation (GD) 0.80 6878 -6% 203.40
Emerson Electric (EMR) 0.77 19431 69.68
Johnson Controls International Plc equity 0.76 35123 NEW 38.12
UnitedHealth (UNH) 0.75 5939 220.41
salesforce (CRM) 0.70 12010 102.25
Adobe Systems Incorporated (ADBE) 0.69 6849 175.21
Colgate-Palmolive Company (CL) 0.68 15753 75.48
SPDR S&P; Dividend (SDY) 0.67 12379 -2% 94.51
Schwab Strategic Tr us lrg cap etf 0.67 18323 +2% 63.80
Eli Lilly & Co. (LLY) 0.66 13634 84.49
Target Corporation (TGT) 0.65 17544 65.26
SPDR S&P; 500 ETF (SPY) 0.62 4094 266.98
3M Company (MMM) 0.62 4624 -2% 235.29
Boeing Company (BA) 0.62 3697 294.83
AmerisourceBergen (ABC) 0.62 11913 -2% 91.83
BorgWarner (BWA) 0.61 20837 51.11
Utilities SPDR (XLU) 0.57 18828 52.69
L3 Technologies 0.57 5005 197.80
Wal-Mart Stores (WMT) 0.56 9849 -3% 98.79
Praxair (PX) 0.55 6224 154.72
Unilever (UL) 0.54 16972 55.33
Schlumberger (SLB) 0.53 13830 -10% 67.39
Tyson Foods (TSN) 0.52 11200 -5% 81.07
Capital One Financial (COF) 0.51 8974 99.62
Bank of America Corporation (BAC) 0.49 29177 -2% 29.51
Merck & Co (MRK) 0.47 14742 56.30
AT&T; (T) 0.46 20625 +9% 38.88
Becton, Dickinson and (BDX) 0.46 3796 -5% 214.17
Honeywell International (HON) 0.45 5180 153.28
Altria (MO) 0.44 10846 71.45
Rbc Cad Com 0.43 9233 -12% 81.66
Ecolab (ECL) 0.40 5236 -2% 134.26
General Electric Company (GE) 0.40 39795 -64% 17.44
NIKE (NKE) 0.39 10965 +4% 62.56
Yum! Brands (YUM) 0.37 7969 81.57
Diageo (DEO) 0.37 4391 145.98
QUALCOMM (QCOM) 0.37 10102 64.05
Sherwin-Williams Company (SHW) 0.36 1550 409.68
iShares Dow Jones US Medical Dev. (IHI) 0.36 3625 173.52
FedEx Corporation (FDX) 0.34 2376 249.58
McDonald's Corporation (MCD) 0.34 3438 172.19
Polaris Industries (PII) 0.34 4865 -5% 123.95
Rydex S&P; Equal Weight ETF (RSP) 0.34 5898 +11% 101.05
Medtronic 0.34 7353 +14% 80.78
Broad 0.34 2341 256.73
Pfizer (PFE) 0.33 16133 36.20
Starbucks Corporation (SBUX) 0.33 10034 +3% 57.40
Union Pacific Corporation (UNP) 0.32 4160 134.13
Morgan Stanley (MS) 0.31 10202 52.44
iShares Dow Jones Select Dividend (DVY) 0.31 5569 -3% 98.58
Kroger (KR) 0.30 19135 +2% 27.44
Caterpillar (CAT) 0.29 3224 157.57
Quest Diagnostics Incorporated (DGX) 0.29 5148 98.48
Vanguard Growth ETF (VUG) 0.29 3560 +5% 140.73
iShares Russell 1000 Value Index (IWD) 0.28 3873 +18% 124.45
Diamondback Energy 0.28 3945 +7% 126.24
Norfolk Southern (NSC) 0.27 3317 145.01
Mondelez Int 0.27 11234 +10% 42.82
BlackRock (BLK) 0.25 866 -3% 513.86
Technology SPDR (XLK) 0.25 6860 63.99
Vanguard Dividend Appreciation ETF (VIG) 0.24 4048 102.03
International Business Machines (IBM) 0.23 2669 153.24
Terex Corporation (TEX) 0.23 8223 48.28
Fifth Third Ban (FITB) 0.22 12500 -8% 30.32
Home Depot (HD) 0.21 1912 189.33
Express Scripts Holding 0.21 5032 -20% 74.72
Alphabet Inc Class A cs 0.21 352 -3% 1053.98
Lockheed Martin Corporation (LMT) 0.20 1113 320.75
Intuitive Surgical (ISRG) 0.19 919 +196% 364.53
iShares Russell Midcap Value Index (IWS) 0.19 3705 +8% 89.07
*wisdomtreetrusdivdgrtfdadded 0.19 8230 +54% 41.43
American Express Company (AXP) 0.18 3207 99.16
Devon Energy Corporation (DVN) 0.18 7409 -3% 41.44
PPG Industries (PPG) 0.18 2696 -31% 116.84
Anadarko Petroleum Corporation (APC) 0.17 5688 53.62
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.17 7874 38.10
Yum China Holdings 0.17 7434 -3% 40.09
First Citizens BancShares (FCNCA) 0.16 690 402.90
Baxter International (BAX) 0.16 4375 -5% 64.69
Snap-on Incorporated (SNA) 0.15 1510 174.17
Texas Instruments Incorporated (TXN) 0.15 2446 104.25
Energy Select Sector SPDR (XLE) 0.15 3656 -2% 72.21
Comcast Corporation (CMCSA) 0.14 5957 -12% 40.12
Coca-Cola Company (KO) 0.14 5398 -5% 45.94
TJX Companies (TJX) 0.14 3264 76.59
Ball Corporation (BLL) 0.14 6580 37.84
MicroStrategy Incorporated (MSTR) 0.13 1792 131.14
Raymond James Financial (RJF) 0.13 2564 89.31
Facebook Inc cl a 0.13 1300 -9% 176.15
United Parcel Service (UPS) 0.12 1745 119.20
Amazon (AMZN) 0.12 176 NEW 1170.45
Vanguard Large-Cap ETF (VV) 0.12 1700 NEW 122.35

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

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