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 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Sch Us Mid-cap Etf etf 5.18 186175 +3% 56.54
Vanguard Information Technology ETF (VGT) 3.64 34362 -5% 215.56
Managed Portfolio Ser tortoise nram pi 2.71 235267 +6% 23.40
Microsoft Corporation (MSFT) 2.66 38939 139.04
iShares S&P; SmallCap 600 Value Idx (IJS) 2.52 34092 150.18
Lowe's Companies (LOW) 2.06 38119 -2% 109.97
SPDR DJ Wilshire Small Cap Value (SLYV) 1.93 64139 +2% 61.26
Alphabet Inc Class C cs 1.89 3145 -2% 1219.08
JPMorgan Chase & Co. (JPM) 1.81 31181 117.70
Exxon Mobil Corporation (XOM) 1.79 51475 +8% 70.62
Vanguard Consumer Discretionary ETF (VCR) 1.65 18668 180.09
Apple (AAPL) 1.64 14921 +2% 223.98
United Technologies Corporation (UTX) 1.60 23868 136.54
Pepsi (PEP) 1.59 23564 -5% 137.12
Visa (V) 1.57 18604 -2% 172.01
SPDR KBW Insurance (KIE) 1.55 89225 35.23
Procter & Gamble Company (PG) 1.54 25090 -6% 124.39
iShares S&P; SmallCap 600 Index (IJR) 1.52 39620 +4% 77.84
Walt Disney Company (DIS) 1.51 23598 -6% 130.31
Johnson & Johnson (JNJ) 1.49 23450 129.38
Vanguard High Dividend Yield ETF (VYM) 1.44 32933 88.73
Verizon Communications (VZ) 1.34 45169 +2% 60.35
Wells Fargo & Company (WFC) 1.21 48602 +5% 50.43
Schwab Strategic Tr us lrg cap etf 1.19 34025 +19% 70.92
BB&T; Corporation (BBT) 1.17 44720 53.38
Enbridge Inc 1.09 63130 35.09
Amgen (AMGN) 1.08 11382 193.55
Duke Energy 1.08 22957 +2% 95.87
Citigroup Inc 1.03 30342 +2% 69.08
Chevron Corporation (CVX) 0.98 16778 +4% 118.61
Berkshire Hathaway (BRK.B) 0.97 9454 208.06
Adobe Systems Incorporated (ADBE) 0.95 6963 276.32
Bristol Myers Squibb (BMY) 0.94 37764 50.71
Bank of America Corporation (BAC) 0.91 63721 +10% 29.17
American Tower Reit 0.90 8232 -12% 221.09
Nextera Energy Inc C om 0.88 7721 233.00
Intel Corporation (INTC) 0.86 34095 51.53
CVS Caremark Corporation (CVS) 0.82 26431 63.07
Oracle Corporation (ORCL) 0.82 30245 55.02
Wabtec Corporation (WAB) 0.82 23137 71.88
Goldman Sachs (GS) 0.81 7928 207.24
U.S. Ban (USB) 0.81 29718 55.35
SPDR S&P; 500 ETF (SPY) 0.78 5364 296.79
Emerson Electric (EMR) 0.77 23542 +2% 66.86
Medtronic 0.73 13570 -2% 108.62
Biogen Idec (BIIB) 0.72 6311 -5% 232.77
Dominion Resources (D) 0.70 17607 81.05
Eli Lilly & Co. (LLY) 0.69 12495 111.80
salesforce (CRM) 0.69 9424 -25% 148.45
Comcast Corporation (CMCSA) 0.68 30528 45.07
Amazon (AMZN) 0.68 796 +6% 1736.18
Boeing Company (BA) 0.67 3583 +8% 380.41
UnitedHealth (UNH) 0.65 6068 +4% 217.37
BorgWarner (BWA) 0.64 35571 36.69
Merck & Co (MRK) 0.63 15139 +6% 84.15
NIKE (NKE) 0.59 12682 -3% 93.91
Constellation Brands (STZ) 0.56 5530 207.23
Caterpillar (CAT) 0.55 8875 +2% 126.31
General Dynamics Corporation (GD) 0.55 6074 NEW 182.75
Dupont De Nemours Inc Com 0.55 15700 +10% 71.34
Colgate-Palmolive Company (CL) 0.54 14862 +4% 73.54
L3harris Technologies Inc Com stock 0.54 5213 NEW 208.71
SPDR S&P; Dividend (SDY) 0.53 10533 102.63
Linde Plc 0.51 5327 193.73
Becton, Dickinson and (BDX) 0.49 3956 253.03
3M Company (MMM) 0.46 5679 +3% 164.47
Philip Morris International (PM) 0.46 12354 -4% 75.93
MGM Resorts International. (MGM) 0.45 33300 NEW 27.72
Invesco S&p 500 Equal Weight Etf 0.45 8403 108.06
Unilever (UL) 0.44 14842 60.10
Wal-Mart Stores (WMT) 0.43 7365 +8% 118.67
Utilities SPDR (XLU) 0.43 13478 -2% 64.77
AT&T; (T) 0.41 21995 37.83
iShares Dow Jones US Medical Dev. (IHI) 0.41 3390 -3% 247.20
Diamondback Energy 0.40 9145 +4% 89.89
Veeva Sys Inc cl a 0.40 5275 NEW 152.61
Ecolab (ECL) 0.39 3987 198.14
FedEx Corporation (FDX) 0.39 5391 145.61
NCR Corporation (NCR) 0.39 25305 NEW 31.57
Broadcom Ltd 0.39 2884 276.01
Honeywell International (HON) 0.38 4613 169.30
Electronic Arts (ERTS) 0.37 7750 +5% 97.81
McDonald's Corporation (MCD) 0.36 3374 214.58
Sherwin-Williams Company (SHW) 0.36 1317 -2% 549.73
Vanguard Growth ETF (VUG) 0.36 4368 166.21
Corteva Inc Com 0.35 25688 +20% 27.99
Yum! Brands (YUM) 0.34 6099 -2% 113.46
Union Pacific Corporation (UNP) 0.33 4175 +10% 161.92
Tyson Foods (TSN) 0.33 7700 86.10
Kellogg Company (K) 0.32 10185 +11% 64.31
Mondelez Int 0.32 11841 NEW 55.32
Pfizer (PFE) 0.31 17460 35.91
Deere & Company (DE) 0.31 3706 +15% 168.65
Rbc Cad Com 0.30 7448 81.10
iShares S&P; MidCap 400 Index (IJH) 0.29 3012 +6% 193.23
Capital One Financial (COF) 0.28 6283 91.04
Simon Property (SPG) 0.28 3639 NEW 155.54
Laboratory Corp. of America Holdings (LH) 0.27 3323 +2% 167.92
iShares Dow Jones Select Dividend (DVY) 0.27 5434 101.95
*wisdomtreetrusdivdgrtfdadded 0.27 12375 +2% 45.09
CBS Corporation (CBS) 0.26 13233 NEW 40.35
Morgan Stanley (MS) 0.26 12297 +5% 42.69
Technology SPDR (XLK) 0.26 6480 80.56
Tiffany & Co. (TIF) 0.25 5430 92.63
Schlumberger (SLB) 0.25 15040 +18% 34.18
Vanguard Mid-Cap ETF (VO) 0.25 3090 167.64
Diageo (DEO) 0.24 2974 -5% 163.42
iShares Russell 1000 Value Index (IWD) 0.24 3855 +4% 128.15
PPL Corporation (PPL) 0.24 15165 31.52
Lam Research Corporation (LRCX) 0.24 2120 231.13
Quest Diagnostics Incorporated (DGX) 0.24 4524 106.98
Schwab U S Small Cap ETF (SCHA) 0.24 6895 +9% 69.76
International Business Machines (IBM) 0.22 3068 +9% 145.37
Dow Inc 0.22 9488 47.64
Lockheed Martin Corporation (LMT) 0.21 1114 -19% 390.48
Coca-Cola Company (KO) 0.20 7284 +23% 54.50
United Parcel Service (UPS) 0.20 3410 119.94
Alphabet Inc Class A cs 0.20 338 -3% 1221.89
Norfolk Southern (NSC) 0.19 2152 179.83
Raytheon Company (RTN) 0.19 1966 196.34
Vanguard Dividend Appreciation ETF (VIG) 0.19 3155 119.49
Baxter International (BAX) 0.18 4285 +18% 87.51
QUALCOMM (QCOM) 0.18 4830 -6% 76.19
Starbucks Corporation (SBUX) 0.18 4207 -7% 88.42
American Express Company (AXP) 0.17 2841 118.27
Home Depot (HD) 0.17 1467 -9% 231.77
Ball Corporation (BLL) 0.16 4580 72.71
stock 0.16 2750 NEW 117.82
MasterCard Incorporated (MA) 0.15 1141 271.69
First Citizens BancShares (FCNCA) 0.15 630 471.43
Texas Instruments Incorporated (TXN) 0.15 2425 129.07
Vanguard Emerging Markets ETF (VWO) 0.15 7552 40.25
Vanguard Value ETF (VTV) 0.15 2738 111.76
Royal Dutch Shell (RDS.A) 0.14 4775 -32% 58.85
Celgene Corporation (CELG) 0.14 2808 +24% 99.36
PPG Industries (PPG) 0.13 2256 118.35
American Electric Power Company (AEP) 0.13 2775 93.69
Yum China Holdings 0.13 5814 45.41
General Electric Company (GE) 0.12 27162 8.95
Cerner Corporation (CERN) 0.12 3498 +8% 68.04
Canadian Pacific Railway Ltd 0.12 1066 222.33
BlackRock (BLK) 0.11 513 +2% 446.39
Polaris Industries (PII) 0.11 2555 -14% 88.06
Altria (MO) 0.11 5597 40.91
Intuitive Surgical (ISRG) 0.11 400 -20% 540.00
TJX Companies (TJX) 0.11 4057 -6% 55.71
MicroStrategy Incorporated (MSTR) 0.11 1540 NEW 148.05
Costco Wholesale Corporation (COST) 0.10 740 -14% 287.84
National-Oilwell Var (NOV) 0.10 9701 NEW 21.23
McCormick & Company, Incorporated (MKC) 0.10 1299 156.27
Vanguard Large-Cap ETF (VV) 0.10 1485 -5% 136.03
Energy Transfer Equity (ETE) 0.08 13170 -10% 13.06
Target Corporation (TGT) 0.00 0 NEW 0.00

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

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