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Institutional Investment Manager
Triangle Securities Wealth Management
Triangle Securities Wealth Management (CIK: 0001541353) incorporated in North Carolina, located at 1301 Annapolis Drive, Raleigh, NC. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q3)
Portfolio Summary: 133 holdings with a total value of $132,243,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 GENERAL DYNAMICS CORP 9,535 1,315,000 0.99%
102 DUKE ENERGY CORP NEW 18,703 1,346,000 1.02%
103 UNITEDHEALTH GROUP INC 11,715 1,359,000 1.03%
104 POLARIS INDS INC 11,392 1,366,000 1.03%
105 DISCOVERY COMMUNICATNS NEW 56,389 1,370,000 1.04%
106 MERCK & CO INC 28,325 1,399,000 1.06%
107 INTEL CORP 47,344 1,427,000 1.08%
108 AMERICAN TOWER CORP NEW 16,575 1,458,000 1.10%
109 APPLE INC 13,351 1,473,000 1.11%
110 AMGEN INC 10,690 1,479,000 1.12%
111 TARGET CORP 19,594 1,541,000 1.17%
112 DU PONT E I DE NEMOURS & CO 32,300 1,557,000 1.18%
113 SCHLUMBERGER LTD 23,162 1,597,000 1.21%
114 PROCTER AND GAMBLE CO 26,809 1,929,000 1.46%
115 PEPSICO INC 21,126 1,992,000 1.51%
116 PHILIP MORRIS INTL INC 25,427 2,017,000 1.53%
117 ORACLE CORP 58,742 2,122,000 1.60%
118 KINDER MORGAN INC DEL 80,058 2,216,000 1.68%
119 UNITED TECHNOLOGIES CORP 25,270 2,249,000 1.70%
120 WELLS FARGO & CO NEW 44,247 2,272,000 1.72%
121 VERIZON COMMUNICATIONS INC 57,142 2,486,000 1.88%
122 BIOGEN INC 8,799 2,568,000 1.94%
123 JPMORGAN CHASE & CO 42,656 2,601,000 1.97%
124 LOWES COS INC 39,042 2,691,000 2.03%
125 SPDR SERIES TRUST 42,992 2,903,000 2.20%
126 GENERAL ELECTRIC CO 119,971 3,026,000 2.29%
127 DISNEY WALT CO 29,946 3,060,000 2.31%
128 JOHNSON & JOHNSON 33,680 3,144,000 2.38%
129 WABTEC CORP 36,305 3,197,000 2.42%
130 CVS HEALTH CORP 36,085 3,481,000 2.63%
131 VANGUARD WORLD FD 43,057 4,306,000 3.26%
132 EXXON MOBIL CORP 58,613 4,358,000 3.30%
133 ISHARES TR 55,881 5,856,000 4.43%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001062993-15-005325, filed 2015.10.08).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.