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 June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Sch Us Mid-cap Etf etf 5.24 179784 +5% 57.42
Vanguard Information Technology ETF (VGT) 3.97 36510 -4% 214.22
Microsoft Corporation (MSFT) 2.72 39024 136.97
Managed Portfolio Ser tortoise nram pi 2.70 220014 +20% 24.15
iShares S&P; SmallCap 600 Value Idx (IJS) 2.60 34585 148.04
Lowe's Companies (LOW) 2.08 39029 -4% 104.67
SPDR DJ Wilshire Small Cap Value (SLYV) 1.92 62768 60.33
Exxon Mobil Corporation (XOM) 1.84 47483 76.47
Alphabet Inc Class C cs 1.82 3218 1116.22
JPMorgan Chase & Co. (JPM) 1.81 31615 -2% 112.86
Walt Disney Company (DIS) 1.81 25323 -7% 141.02
Vanguard Consumer Discretionary ETF (VCR) 1.72 18538 182.87
Johnson & Johnson (JNJ) 1.71 23909 140.95
Visa (V) 1.71 19101 -3% 176.17
Pepsi (PEP) 1.68 24893 +3% 132.57
United Technologies Corporation (UTX) 1.59 23897 130.85
SPDR KBW Insurance (KIE) 1.58 89170 -9% 34.85
Procter & Gamble Company (PG) 1.55 26758 -9% 114.06
iShares S&P; SmallCap 600 Index (IJR) 1.51 38079 +10% 77.92
Vanguard High Dividend Yield ETF (VYM) 1.49 33171 88.15
Apple (AAPL) 1.48 14560 200.00
Verizon Communications (VZ) 1.30 44134 57.89
Enbridge Inc 1.14 62599 +2% 35.98
BB&T; Corporation (BBT) 1.13 44900 -5% 49.40
Wells Fargo & Company (WFC) 1.12 46251 47.52
Adobe Systems Incorporated (ADBE) 1.07 6965 -4% 302.94
Citigroup Inc 1.07 29537 +7% 71.13
Amgen (AMGN) 1.06 11502 182.23
Berkshire Hathaway (BRK.B) 1.03 9464 +4% 215.13
Schwab Strategic Tr us lrg cap etf 1.03 28543 +8% 71.02
Duke Energy 1.02 22330 +4% 89.66
Chevron Corporation (CVX) 1.01 16132 +3% 123.61
salesforce (CRM) 0.99 12724 +2% 152.78
American Tower Reit 0.99 9368 -10% 208.90
Oracle Corporation (ORCL) 0.93 30734 -24% 59.54
Bristol Myers Squibb (BMY) 0.89 38280 +6% 45.77
Wabtec Corporation (WAB) 0.88 23342 +6% 73.86
Bank of America Corporation (BAC) 0.85 57585 +9% 29.19
Nextera Energy Inc C om 0.83 7799 -8% 209.13
Goldman Sachs (GS) 0.82 7836 +5% 205.72
U.S. Ban (USB) 0.81 30001 -2% 53.10
SPDR S&P; 500 ETF (SPY) 0.81 5389 +12% 296.72
Intel Corporation (INTC) 0.81 33478 +7% 47.82
Biogen Idec (BIIB) 0.78 6691 230.91
Emerson Electric (EMR) 0.76 23012 +8% 64.84
Amazon (AMZN) 0.74 747 +3% 1951.81
CVS Caremark Corporation (CVS) 0.73 26068 55.32
UnitedHealth (UNH) 0.73 5826 +9% 247.85
BorgWarner (BWA) 0.72 35236 +14% 40.27
Eli Lilly & Co. (LLY) 0.71 12545 -2% 111.52
Dominion Resources (D) 0.70 17675 78.13
Medtronic 0.69 13891 +15% 98.05
Comcast Corporation (CMCSA) 0.66 30538 +3% 42.64
Merck & Co (MRK) 0.60 14151 +2% 84.02
Caterpillar (CAT) 0.59 8639 +9% 134.85
Boeing Company (BA) 0.59 3298 351.12
NIKE (NKE) 0.59 13097 +29% 88.49
Constellation Brands (STZ) 0.56 5490 +115% 200.18
SPDR S&P; Dividend (SDY) 0.55 10662 -6% 101.76
Linde Plc 0.55 5367 -4% 201.60
Colgate-Palmolive Company (CL) 0.53 14177 73.36
Philip Morris International (PM) 0.52 12898 79.62
Dupont De Nemours Inc Com 0.52 14182 NEW 72.13
Harris Corporation (HRS) 0.51 5427 NEW 184.63
Becton, Dickinson and (BDX) 0.51 3976 +14% 251.01
Unilever (UL) 0.49 15037 -11% 63.51
Diamondback Energy 0.48 8790 +5% 106.94
3M Company (MMM) 0.47 5493 169.12
Invesco S&p 500 Equal Weight Etf 0.46 8404 +5% 108.76
FedEx Corporation (FDX) 0.44 5361 +11% 160.79
Utilities SPDR (XLU) 0.43 13878 -17% 60.74
iShares Dow Jones US Medical Dev. (IHI) 0.43 3522 242.19
Ecolab (ECL) 0.41 4062 -5% 197.44
Honeywell International (HON) 0.41 4634 -5% 175.66
Broadcom Ltd 0.41 2902 274.98
Wal-Mart Stores (WMT) 0.39 6810 -16% 112.78
Pfizer (PFE) 0.39 17542 +7% 43.32
AT&T; (T) 0.38 21795 +51% 34.23
McDonald's Corporation (MCD) 0.37 3392 -8% 212.26
Vanguard Growth ETF (VUG) 0.37 4334 +5% 165.90
Electronic Arts (ERTS) 0.35 7360 +47% 93.48
Yum! Brands (YUM) 0.35 6239 -14% 110.11
Union Pacific Corporation (UNP) 0.33 3795 -4% 169.70
Sherwin-Williams Company (SHW) 0.32 1357 -2% 462.79
Tyson Foods (TSN) 0.32 7700 -16% 81.95
Capital One Financial (COF) 0.30 6378 91.88
Rbc Cad Com 0.30 7448 -2% 80.42
Corteva Inc Com 0.30 21245 NEW 27.77
Laboratory Corp. of America Holdings (LH) 0.29 3228 +5% 175.96
Diageo (DEO) 0.28 3149 -18% 173.07
iShares S&P; MidCap 400 Index (IJH) 0.28 2827 +5% 194.20
iShares Dow Jones Select Dividend (DVY) 0.28 5434 100.48
Deere & Company (DE) 0.27 3196 +5% 163.95
Vanguard Mid-Cap ETF (VO) 0.27 3140 -3% 168.79
*wisdomtreetrusdivdgrtfdadded 0.27 12030 44.06
Tiffany & Co. (TIF) 0.26 5385 93.78
Morgan Stanley (MS) 0.26 11672 +2% 43.52
Lockheed Martin Corporation (LMT) 0.26 1382 +25% 369.03
Anadarko Petroleum Corporation (APC) 0.26 7093 -6% 70.91
Schlumberger (SLB) 0.26 12737 +22% 39.88
Kellogg Company (K) 0.26 9100 55.38
Technology SPDR (XLK) 0.26 6480 79.32
iShares Russell 1000 Value Index (IWD) 0.24 3697 -2% 128.48
PPL Corporation (PPL) 0.24 15405 31.03
Quest Diagnostics Incorporated (DGX) 0.24 4544 102.55
Royal Dutch Shell (RDS.A) 0.23 7048 +4% 64.42
Schwab U S Small Cap ETF (SCHA) 0.23 6285 +6% 71.76
Invesco Exchng Traded Fd Tr rusel 1000 eql 0.23 13702 NEW 32.77
Dow Inc 0.23 9472 NEW 48.56
Norfolk Southern (NSC) 0.22 2192 198.91
International Business Machines (IBM) 0.20 2812 +51% 140.47
QUALCOMM (QCOM) 0.20 5171 -16% 76.58
Starbucks Corporation (SBUX) 0.20 4556 -20% 87.36
Lam Research Corporation (LRCX) 0.20 2120 +3% 181.60
Alphabet Inc Class A cs 0.20 349 +13% 1117.48
Vanguard Dividend Appreciation ETF (VIG) 0.19 3154 -4% 116.68
American Express Company (AXP) 0.18 2891 -8% 124.87
Home Depot (HD) 0.18 1629 -3% 213.01
United Parcel Service (UPS) 0.18 3455 101.88
Raytheon Company (RTN) 0.17 1976 173.58
MasterCard Incorporated (MA) 0.16 1151 +18% 271.07
Coca-Cola Company (KO) 0.16 5884 52.01
Ball Corporation (BLL) 0.16 4580 -9% 70.52
Vanguard Emerging Markets ETF (VWO) 0.16 7548 +4% 42.66
Vanguard Value ETF (VTV) 0.16 2738 +4% 112.13
First Citizens BancShares (FCNCA) 0.15 630 -3% 453.97
Baxter International (BAX) 0.15 3605 -4% 81.55
General Electric Company (GE) 0.14 27262 -6% 10.20
Altria (MO) 0.14 5597 49.13
Intuitive Surgical (ISRG) 0.14 500 534.00
Texas Instruments Incorporated (TXN) 0.14 2465 114.81
PPG Industries (PPG) 0.13 2256 116.58
Polaris Industries (PII) 0.13 2975 -5% 84.03
American Electric Power Company (AEP) 0.13 2775 NEW 90.09
Canadian Pacific Railway Ltd 0.13 1066 238.27
Yum China Holdings 0.13 5814 43.17
BlackRock (BLK) 0.12 501 -15% 473.05
Costco Wholesale Corporation (COST) 0.12 865 269.36
Cerner Corporation (CERN) 0.12 3213 NEW 74.70
TJX Companies (TJX) 0.12 4347 -18% 54.98
iShares Lehman MBS Bond Fund (MBB) 0.12 2197 NEW 107.42
Energy Transfer Equity (ETE) 0.11 14655 NEW 14.60
Celgene Corporation (CELG) 0.11 2258 93.45
McCormick & Company, Incorporated (MKC) 0.11 1299 -74% 159.35
Vanguard Large-Cap ETF (VV) 0.11 1575 136.51
Facebook Inc cl a 0.11 1118 NEW 195.89
Fifth Third Ban (FITB) 0.10 7285 -18% 28.00
Market Vectors Etf Tr Oil Svcs 0.10 13690 -9% 14.61

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

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