Triangle Securities Wealth Management

Triangle Securities Wealth Management as of March 31, 2014

Portfolio Holdings for Triangle Securities Wealth Management

Triangle Securities Wealth Management holds 115 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Exxon Mobil Corporation (XOM) 4.8 $5.3M 59k 90.11
Kinder Morgan Energy Partners 3.0 $3.4M 38k 89.76
Wabtec Corporation (WAB) 2.7 $3.0M 30k 102.11
Vanguard Information Technology ETF (VGT) 2.7 $3.0M 41k 72.91
Johnson & Johnson (JNJ) 2.6 $2.9M 36k 81.54
Verizon Communications (VZ) 2.5 $2.8M 56k 49.16
SPDR KBW Insurance (KIE) 2.4 $2.7M 52k 51.87
CVS Caremark Corporation (CVS) 2.4 $2.6M 48k 54.98
Philip Morris International (PM) 2.2 $2.5M 27k 92.72
Lowe's Companies (LOW) 2.2 $2.4M 64k 37.92
United Technologies Corporation 2.1 $2.3M 25k 93.45
Oracle Corporation (ORCL) 1.9 $2.1M 64k 32.33
Pepsi (PEP) 1.8 $2.0M 25k 79.13
Caterpillar (CAT) 1.8 $2.0M 23k 86.96
JPMorgan Chase & Co. (JPM) 1.8 $1.9M 41k 47.46
Biogen Idec (BIIB) 1.7 $1.9M 9.9k 192.64
Wells Fargo & Company (WFC) 1.6 $1.7M 47k 36.98
E.I. du Pont de Nemours & Company 1.5 $1.7M 35k 49.16
Target Corporation (TGT) 1.5 $1.7M 25k 68.46
Chevron Corporation (CVX) 1.4 $1.6M 13k 118.78
Freeport-McMoRan Copper & Gold (FCX) 1.4 $1.5M 46k 33.11
Duke Energy (DUK) 1.3 $1.5M 20k 72.60
Utilities SPDR (XLU) 1.3 $1.4M 37k 39.11
First Citizens BancShares (FCNCA) 1.3 $1.4M 7.7k 182.69
Intel Corporation (INTC) 1.3 $1.4M 64k 21.84
Walt Disney Company (DIS) 1.2 $1.4M 25k 56.81
Nextera Energy (NEE) 1.2 $1.4M 18k 77.69
Coach 1.2 $1.4M 27k 49.97
Goldman Sachs (GS) 1.2 $1.3M 9.1k 147.12
Procter & Gamble Company (PG) 1.2 $1.3M 17k 77.07
iShares Dow Jones Select Dividend (DVY) 1.2 $1.3M 20k 63.41
General Electric Company 1.1 $1.3M 55k 23.12
Cullen/Frost Bankers (CFR) 1.1 $1.2M 20k 62.51
American Tower Reit (AMT) 1.1 $1.2M 15k 76.95
Dominion Resources (D) 1.0 $1.2M 20k 58.16
UnitedHealth (UNH) 1.0 $1.1M 20k 57.19
Anadarko Petroleum Corporation 1.0 $1.1M 13k 87.43
Tyson Foods (TSN) 1.0 $1.1M 43k 24.83
Amgen (AMGN) 1.0 $1.1M 10k 102.49
General Dynamics Corporation (GD) 0.9 $980k 14k 70.53
Schlumberger (SLB) 0.9 $967k 13k 74.90
Polaris Industries (PII) 0.9 $959k 10k 92.48
Baxter International (BAX) 0.8 $879k 12k 72.64
SPDR S&P Dividend (SDY) 0.8 $880k 13k 66.01
MasTec (MTZ) 0.8 $869k 30k 29.17
Covidien 0.8 $852k 13k 67.81
Manpower (MAN) 0.8 $842k 15k 56.70
Ecolab (ECL) 0.8 $832k 10k 80.15
BB&T Corporation 0.7 $806k 26k 31.39
Fidelity National Information Services (FIS) 0.7 $788k 20k 39.64
Quest Diagnostics Incorporated (DGX) 0.7 $770k 14k 56.45
Rbc Cad (RY) 0.7 $757k 13k 60.30
At&t (T) 0.7 $747k 20k 36.67
International Business Machines (IBM) 0.7 $746k 3.5k 213.33
L-3 Communications Holdings 0.7 $719k 8.9k 80.87
Triangle Capital Corporation 0.6 $712k 25k 28.01
EMC Corporation 0.6 $702k 29k 23.91
Devon Energy Corporation (DVN) 0.6 $671k 12k 56.40
Boeing Company (BA) 0.6 $669k 7.8k 85.82
Morgan Stanley (MS) 0.6 $624k 28k 21.98
Apple (AAPL) 0.6 $625k 1.4k 442.32
Terex Corporation (TEX) 0.6 $622k 18k 34.41
GlaxoSmithKline 0.6 $617k 13k 46.89
Western Union Company (WU) 0.5 $595k 40k 15.05
Bristol Myers Squibb (BMY) 0.5 $553k 13k 41.23
Yum! Brands (YUM) 0.5 $544k 7.6k 71.97
iShares S&P US Pref Stock Idx Fnd (PFF) 0.5 $542k 13k 40.53
Kinder Morgan (KMI) 0.5 $542k 14k 38.66
Mondelez Int (MDLZ) 0.5 $540k 18k 30.63
Qualcomm (QCOM) 0.5 $534k 8.0k 66.92
Exelon Corporation (EXC) 0.5 $524k 15k 34.50
iShares Dow Jones US Medical Dev. (IHI) 0.5 $525k 6.9k 76.47
Berkshire Hathaway (BRK.B) 0.5 $505k 4.9k 104.12
Goldcorp 0.4 $475k 14k 33.64
Pfizer (PFE) 0.4 $462k 16k 28.86
Bank of America Corporation (BAC) 0.4 $442k 36k 12.19
3M Company (MMM) 0.4 $445k 4.2k 106.21
Visa (V) 0.4 $447k 2.6k 169.96
NetApp (NTAP) 0.4 $432k 13k 34.18
SPDR Gold Trust (GLD) 0.4 $419k 2.7k 154.33
Ball Corporation (BALL) 0.4 $418k 8.8k 47.61
Sherwin-Williams Company (SHW) 0.4 $412k 2.4k 168.71
Honeywell International (HON) 0.4 $413k 5.5k 75.32
Oneok (OKE) 0.4 $408k 8.6k 47.68
PPG Industries (PPG) 0.4 $401k 3.0k 134.07
Colgate-Palmolive Company (CL) 0.4 $395k 3.4k 117.91
Altria (MO) 0.3 $382k 11k 34.42
iShares Silver Trust (SLV) 0.3 $378k 14k 27.41
Merck & Co (MRK) 0.3 $371k 8.4k 44.21
Vanguard Dividend Appreciation ETF (VIG) 0.3 $318k 4.8k 65.70
SPDR S&P Emerging Markets Small Cap (EWX) 0.3 $328k 6.8k 48.02
Citigroup (C) 0.3 $326k 7.4k 44.29
McDonald's Corporation (MCD) 0.3 $314k 3.2k 99.59
Teva Pharmaceutical Industries (TEVA) 0.3 $306k 7.7k 39.65
iShares S&P MidCap 400 Growth (IJK) 0.3 $301k 2.4k 128.09
Vanguard Mid-Cap ETF (VO) 0.3 $284k 3.1k 92.81
Unilever (UL) 0.2 $283k 6.7k 42.24
iShares Russell Midcap Index Fund (IWR) 0.2 $283k 2.2k 127.19
Nike (NKE) 0.2 $263k 4.5k 58.90
Broadcom Corporation 0.2 $263k 7.6k 34.67
Adobe Systems Incorporated (ADBE) 0.2 $261k 6.0k 43.50
Microsoft Corporation (MSFT) 0.2 $241k 8.4k 28.65
MicroStrategy Incorporated (MSTR) 0.2 $249k 2.5k 101.01
Express Scripts Holding 0.2 $250k 4.3k 57.54
U.S. Bancorp (USB) 0.2 $229k 6.8k 33.90
PetSmart 0.2 $222k 3.6k 62.01
Praxair 0.2 $218k 2.0k 111.51
iShares MSCI EAFE Index Fund (EFA) 0.2 $223k 3.8k 59.07
Southern Company (SO) 0.2 $226k 4.8k 46.82
Technology SPDR (XLK) 0.2 $219k 7.2k 30.25
Financial Select Sector SPDR (XLF) 0.2 $220k 12k 18.19
Vanguard Small-Cap ETF (VB) 0.2 $227k 2.5k 91.16
Schwab International Equity ETF (SCHF) 0.2 $212k 7.6k 27.89
Intuitive Surgical (ISRG) 0.2 $201k 410.00 490.24
Kinder Morgan Inc/delaware Wts 0.1 $54k 11k 5.14