Triangle Securities Wealth Management

Triangle Securities Wealth Management as of Dec. 31, 2013

Portfolio Holdings for Triangle Securities Wealth Management

Triangle Securities Wealth Management holds 122 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Exxon Mobil Corporation (XOM) 4.8 $5.9M 58k 101.20
Wabtec Corporation (WAB) 3.4 $4.1M 56k 74.26
Vanguard Information Technology ETF (VGT) 2.8 $3.5M 39k 89.53
Kinder Morgan Energy Partners 2.6 $3.2M 40k 80.66
Johnson & Johnson (JNJ) 2.5 $3.1M 34k 91.60
CVS Caremark Corporation (CVS) 2.5 $3.1M 43k 71.56
SPDR KBW Insurance (KIE) 2.4 $2.9M 47k 63.08
Lowe's Companies (LOW) 2.3 $2.8M 57k 49.55
Biogen Idec (BIIB) 2.2 $2.7M 9.6k 279.57
Verizon Communications (VZ) 2.1 $2.6M 53k 49.13
United Technologies Corporation 2.1 $2.6M 23k 113.78
JPMorgan Chase & Co. (JPM) 1.9 $2.4M 41k 58.48
Philip Morris International (PM) 1.9 $2.4M 28k 87.13
Oracle Corporation (ORCL) 1.9 $2.3M 60k 38.26
Caterpillar (CAT) 1.8 $2.3M 25k 90.82
E.I. du Pont de Nemours & Company 1.8 $2.3M 35k 64.98
Chevron Corporation (CVX) 1.6 $1.9M 16k 124.90
Wells Fargo & Company (WFC) 1.6 $1.9M 43k 45.39
Pepsi (PEP) 1.5 $1.9M 23k 82.93
Walt Disney Company (DIS) 1.4 $1.7M 22k 76.41
General Electric Company 1.3 $1.6M 57k 28.03
Intel Corporation (INTC) 1.2 $1.5M 59k 25.96
Freeport-McMoRan Copper & Gold (FCX) 1.2 $1.5M 40k 37.73
Target Corporation (TGT) 1.1 $1.4M 22k 63.28
Coach 1.1 $1.4M 25k 56.11
Cullen/Frost Bankers (CFR) 1.1 $1.4M 18k 74.45
Nextera Energy (NEE) 1.1 $1.4M 16k 85.59
American Tower Reit (AMT) 1.1 $1.4M 17k 79.83
Goldman Sachs (GS) 1.1 $1.3M 7.4k 177.30
Duke Energy (DUK) 1.1 $1.3M 19k 68.99
Schlumberger (SLB) 1.0 $1.3M 14k 90.14
UnitedHealth (UNH) 1.0 $1.2M 16k 75.28
Polaris Industries (PII) 1.0 $1.2M 8.3k 145.59
Dominion Resources (D) 1.0 $1.2M 19k 64.70
Procter & Gamble Company (PG) 0.9 $1.2M 14k 81.43
Utilities SPDR (XLU) 0.9 $1.1M 30k 37.97
iShares Dow Jones Select Dividend (DVY) 0.9 $1.1M 16k 71.38
General Dynamics Corporation (GD) 0.9 $1.1M 12k 95.51
Tyson Foods (TSN) 0.8 $1.0M 31k 33.48
Anadarko Petroleum Corporation 0.8 $1.0M 13k 79.34
Amgen (AMGN) 0.8 $1.0M 8.8k 114.04
Apple (AAPL) 0.8 $1.0M 1.8k 560.76
Ecolab (ECL) 0.8 $983k 9.4k 104.32
At&t (T) 0.8 $938k 27k 35.16
SPDR S&P Dividend (SDY) 0.8 $920k 13k 72.60
Morgan Stanley (MS) 0.7 $915k 29k 31.38
Western Union Company (WU) 0.7 $900k 52k 17.25
EMC Corporation 0.7 $905k 36k 25.16
Fidelity National Information Services (FIS) 0.7 $890k 17k 53.69
Baxter International (BAX) 0.7 $893k 13k 69.52
Covidien 0.7 $886k 13k 68.08
Unilever (UL) 0.7 $874k 21k 41.20
Bristol Myers Squibb (BMY) 0.7 $861k 16k 53.17
MasTec (MTZ) 0.7 $853k 26k 32.72
Boeing Company (BA) 0.7 $835k 6.1k 136.46
L-3 Communications Holdings 0.7 $834k 7.8k 106.84
Qualcomm (QCOM) 0.7 $816k 11k 74.28
International Business Machines (IBM) 0.6 $787k 4.2k 187.60
iShares S&P 500 Index (IVV) 0.6 $789k 4.3k 185.65
Devon Energy Corporation (DVN) 0.6 $768k 12k 61.87
Terex Corporation (TEX) 0.6 $749k 18k 42.00
Kinder Morgan (KMI) 0.6 $754k 21k 36.00
Rbc Cad (RY) 0.6 $737k 11k 67.24
GlaxoSmithKline 0.6 $730k 14k 53.37
BB&T Corporation 0.5 $668k 18k 37.31
Visa (V) 0.5 $661k 3.0k 222.56
Quest Diagnostics Incorporated (DGX) 0.5 $632k 12k 53.54
3M Company (MMM) 0.5 $606k 4.3k 140.15
Oneok (OKE) 0.5 $583k 9.4k 62.14
PPG Industries (PPG) 0.5 $563k 3.0k 189.82
Mondelez Int (MDLZ) 0.5 $568k 16k 35.30
Yum! Brands (YUM) 0.5 $558k 7.4k 75.67
Pfizer (PFE) 0.4 $521k 17k 30.65
Bank of America Corporation (BAC) 0.4 $509k 33k 15.56
iShares Dow Jones US Medical Dev. (IHI) 0.4 $505k 5.4k 92.75
NetApp (NTAP) 0.4 $488k 12k 41.13
PetSmart 0.4 $498k 6.8k 72.75
Honeywell International (HON) 0.4 $488k 5.3k 91.35
iShares S&P US Pref Stock Idx Fnd (PFF) 0.4 $475k 13k 36.80
Citigroup (C) 0.4 $481k 9.2k 52.07
Altria (MO) 0.4 $463k 12k 38.38
Chicago Bridge & Iron Company 0.4 $451k 5.4k 83.21
Colgate-Palmolive Company (CL) 0.3 $430k 6.6k 65.21
Merck & Co (MRK) 0.3 $433k 8.6k 50.09
Sherwin-Williams Company (SHW) 0.3 $423k 2.3k 183.36
Triangle Capital Corporation 0.3 $415k 15k 27.67
Adobe Systems Incorporated (ADBE) 0.3 $404k 6.8k 59.85
Google 0.3 $411k 367.00 1119.89
Microsoft Corporation (MSFT) 0.3 $393k 11k 37.44
Vanguard Dividend Appreciation ETF (VIG) 0.3 $364k 4.8k 75.21
Broadcom Corporation 0.3 $353k 12k 29.63
Nike (NKE) 0.3 $339k 4.3k 78.56
First Citizens BancShares (FCNCA) 0.3 $338k 1.5k 222.81
McDonald's Corporation (MCD) 0.3 $335k 3.5k 97.02
Masco Corporation (MAS) 0.3 $327k 14k 22.77
Vanguard Mid-Cap ETF (VO) 0.3 $337k 3.1k 110.13
Exelon Corporation (EXC) 0.2 $312k 11k 27.38
Teva Pharmaceutical Industries (TEVA) 0.2 $294k 7.3k 40.08
iShares Russell Midcap Index Fund (IWR) 0.2 $296k 2.0k 149.87
iShares S&P MidCap 400 Growth (IJK) 0.2 $293k 2.0k 150.26
Express Scripts Holding 0.2 $299k 4.3k 70.24
Ball Corporation (BALL) 0.2 $286k 5.5k 51.72
American Express Company (AXP) 0.2 $261k 2.9k 90.75
Praxair 0.2 $254k 2.0k 129.99
iShares MSCI EAFE Index Fund (EFA) 0.2 $253k 3.8k 67.02
Technology SPDR (XLK) 0.2 $259k 7.2k 35.77
Financial Select Sector SPDR (XLF) 0.2 $259k 12k 21.87
Lincoln National Corporation (LNC) 0.2 $251k 4.9k 51.61
MicroStrategy Incorporated (MSTR) 0.2 $241k 1.9k 124.42
Vanguard Small-Cap ETF (VB) 0.2 $248k 2.3k 109.73
SPDR S&P Emerging Markets Small Cap (EWX) 0.2 $250k 5.4k 46.41
U.S. Bancorp (USB) 0.2 $237k 5.9k 40.33
Schwab International Equity ETF (SCHF) 0.2 $240k 7.6k 31.58
Coca-Cola Company (KO) 0.2 $227k 5.5k 41.22
iShares S&P SmallCap 600 Index (IJR) 0.2 $216k 2.0k 109.09
SYSCO Corporation (SYY) 0.2 $210k 5.8k 36.08
Plains All American Pipeline (PAA) 0.2 $209k 4.0k 51.86
Berkshire Hathaway (BRK.B) 0.2 $202k 1.7k 118.82
Spectra Energy 0.2 $201k 5.6k 35.68
Lockheed Martin Corporation (LMT) 0.2 $200k 1.3k 148.48
Occidental Petroleum Corporation (OXY) 0.2 $200k 2.1k 95.24
Kinder Morgan Inc/delaware Wts 0.1 $78k 19k 4.04