Managing Director

0001062993-22-001055.txt : 20220114 0001062993-22-001055.hdr.sgml : 20220114 20220114121311 ACCESSION NUMBER: 0001062993-22-001055 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220114 DATE AS OF CHANGE: 20220114 EFFECTIVENESS DATE: 20220114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Triangle Securities Wealth Management CENTRAL INDEX KEY: 0001541353 IRS NUMBER: 263040962 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14685 FILM NUMBER: 22531047 BUSINESS ADDRESS: STREET 1: 1301 ANNAPOLIS DRIVE CITY: RALEIGH STATE: NC ZIP: 27608 BUSINESS PHONE: 919-838-3224 MAIL ADDRESS: STREET 1: 1301 ANNAPOLIS DRIVE CITY: RALEIGH STATE: NC ZIP: 27608 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001541353 XXXXXXXX 12-31-2021 12-31-2021 Triangle Securities Wealth Management

1301 ANNAPOLIS DRIVE RALEIGH NC 27608

13F HOLDINGS REPORT 028-14685 N Cathy Thomas Managing Director 919-838-3224 Cathy Thomas Raleigh NC 01-14-2022 0 177 319534 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE BALL CORP COM 058498106 387 4015 SH SOLE 0 0 4015 AMERICAN TOWER CORP NEW COM 03027X100 1937 6622 SH SOLE 0 0 6622 YUM CHINA HLDGS INC COM 98850P109 246 4929 SH SOLE 0 0 4929 ISHARES TR ISHARES BIOTECH 464287556 651 4265 SH SOLE 0 0 4265 DISNEY WALT CO COM 254687106 3102 20029 SH SOLE 0 0 20029 PFIZER INC COM 717081103 1725 29212 SH SOLE 0 0 29212 DEERE & CO COM 244199105 657 1916 SH SOLE 0 0 1916 ACTIVISION BLIZZARD INC COM 00507V109 464 6978 SH SOLE 0 0 6978 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1468 9019 SH SOLE 0 0 9019 BECTON DICKINSON & CO COM 075887109 1992 7922 SH SOLE 0 0 7922 DARLING INGREDIENTS INC COM 237266101 235 3396 SH SOLE 0 0 3396 SPDR S&P 500 ETF TR TR UNIT 78462F103 1785 3757 SH SOLE 0 0 3757 MASTERCARD INCORPORATED CL A 57636Q104 489 1360 SH SOLE 0 0 1360 VANGUARD INDEX FDS LARGE CAP ETF 922908637 241 1092 SH SOLE 0 0 1092 BK OF AMERICA CORP COM 060505104 3863 86825 SH SOLE 0 0 86825 COSTCO WHSL CORP NEW COM 22160K105 336 591 SH SOLE 0 0 591 INTUITIVE SURGICAL INC COM NEW 46120E602 431 1200 SH SOLE 0 0 1200 PEPSICO INC COM 713448108 3782 21773 SH SOLE 0 0 21773 CVS HEALTH CORP COM 126650100 3158 30613 SH SOLE 0 0 30613 RAYMOND JAMES FINL INC COM 754730109 213 2117 SH SOLE 0 0 2117 ISHARES TR SELECT DIVID ETF 464287168 514 4194 SH SOLE 0 0 4194 MGM RESORTS INTERNATIONAL COM 552953101 1393 31040 SH SOLE 0 0 31040 BLACKSTONE INC COM 09260D107 7949 61435 SH SOLE 0 0 61435 NEXTERA ENERGY INC COM 65339F101 2555 27371 SH SOLE 0 0 27371 AMERICAN EXPRESS CO COM 025816109 453 2771 SH SOLE 0 0 2771 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 295 3320 SH SOLE 0 0 3320 AMAZON COM INC COM 023135106 3581 1074 SH SOLE 0 0 1074 TRANE TECHNOLOGIES PLC SHS G8994E103 252 1245 SH SOLE 0 0 1245 LOWES COS INC COM 548661107 8222 31808 SH SOLE 0 0 31808 SPDR SER TR S&P INS ETF 78464A789 3754 92998 SH SOLE 0 0 92998 BORGWARNER INC COM 099724106 1619 35913 SH SOLE 0 0 35913 TARGET CORP COM 87612E106 1795 7757 SH SOLE 0 0 7757 APPLE INC COM 037833100 7010 39476 SH SOLE 0 0 39476 UNION PAC CORP COM 907818108 723 2869 SH SOLE 0 0 2869 QUALCOMM INC COM 747525103 646 3531 SH SOLE 0 0 3531 EQUIFAX INC COM 294429105 746 2549 SH SOLE 0 0 2549 CATERPILLAR INC COM 149123101 1821 8810 SH SOLE 0 0 8810 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 269 648 SH SOLE 0 0 648 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 286 4720 SH SOLE 0 0 4720 TEXAS INSTRS INC COM 882508104 420 2227 SH SOLE 0 0 2227 GOODYEAR TIRE & RUBR CO COM 382550101 1898 89040 SH SOLE 0 0 89040 ISHARES TR U.S. MED DVC ETF 464288810 1128 17125 SH SOLE 0 0 17125 BOEING CO COM 097023105 763 3789 SH SOLE 0 0 3789 COLGATE PALMOLIVE CO COM 194162103 1114 13053 SH SOLE 0 0 13053 ORACLE CORP COM 68389X105 2102 24104 SH SOLE 0 0 24104 VANGUARD INDEX FDS GROWTH ETF 922908736 1382 4307 SH SOLE 0 0 4307 NORFOLK SOUTHN CORP COM 655844108 426 1432 SH SOLE 0 0 1432 PHILIP MORRIS INTL INC COM 718172109 789 8305 SH SOLE 0 0 8305 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2199 21477 SH SOLE 0 0 21477 PROCTER AND GAMBLE CO COM 742718109 3390 20723 SH SOLE 0 0 20723 DOVER CORP COM 260003108 251 1380 SH SOLE 0 0 1380 TRUIST FINL CORP COM 89832Q109 3368 57528 SH SOLE 0 0 57528 PRICE T ROWE GROUP INC COM 74144T108 354 1801 SH SOLE 0 0 1801 SHERWIN WILLIAMS CO COM 824348106 1224 3476 SH SOLE 0 0 3476 ROYAL BK CDA COM 780087102 779 7339 SH SOLE 0 0 7339 NCR CORP NEW COM 62886E108 831 20683 SH SOLE 0 0 20683 WISDOMTREE TR US QTLY DIV GRT 97717X669 469 7122 SH SOLE 0 0 7122 VEEVA SYS INC CL A COM 922475108 1441 5641 SH SOLE 0 0 5641 DUKE ENERGY CORP NEW COM NEW 26441C204 2731 26036 SH SOLE 0 0 26036 WALMART INC COM 931142103 657 4542 SH SOLE 0 0 4542 INTEL CORP COM 458140100 913 17724 SH SOLE 0 0 17724 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 292 900 SH SOLE 0 0 900 NIKE INC CL B 654106103 1664 9985 SH SOLE 0 0 9985 TWILIO INC CL A 90138F102 463 1760 SH SOLE 0 0 1760 US BANCORP DEL COM NEW 902973304 1751 31173 SH SOLE 0 0 31173 DOW INC COM 260557103 286 5034 SH SOLE 0 0 5034 ISHARES TR SP SMCP600VL ETF 464287879 2036 19487 SH SOLE 0 0 19487 EXXON MOBIL CORP COM 30231G102 3294 53835 SH SOLE 0 0 53835 COMCAST CORP NEW CL A 20030N101 1857 36896 SH SOLE 0 0 36896 GENERAL ELECTRIC CO COM NEW 369604301 246 2609 SH SOLE 0 0 2609 ISHARES TR CORE S&P SCP ETF 464287804 5332 46567 SH SOLE 0 0 46567 SPDR SER TR S&P 600 SMCP VAL 78464A300 9905 116917 SH SOLE 0 0 116917 BRISTOL-MYERS SQUIBB CO COM 110122108 2528 40539 SH SOLE 0 0 40539 JPMORGAN CHASE & CO COM 46625H100 5031 31772 SH SOLE 0 0 31772 FEDEX CORP COM 31428X106 377 1456 SH SOLE 0 0 1456 CISCO SYS INC COM 17275R102 1235 19490 SH SOLE 0 0 19490 WESTROCK CO COM 96145D105 672 15145 SH SOLE 0 0 15145 CHEVRON CORP NEW COM 166764100 1947 16589 SH SOLE 0 0 16589 BROADCOM INC COM 11135F101 2399 3605 SH SOLE 0 0 3605 VANGUARD INDEX FDS VALUE ETF 922908744 728 4951 SH SOLE 0 0 4951 SYSCO CORP COM 871829107 652 8297 SH SOLE 0 0 8297 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 5617 16488 SH SOLE 0 0 16488 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3055 10216 SH SOLE 0 0 10216 LABORATORY CORP AMER HLDGS COM NEW 50540R409 1082 3444 SH SOLE 0 0 3444 ROPER TECHNOLOGIES INC COM 776696106 898 1825 SH SOLE 0 0 1825 VANGUARD INDEX FDS MID CAP ETF 922908629 1011 3970 SH SOLE 0 0 3970 VULCAN MATLS CO COM 929160109 300 1443 SH SOLE 0 0 1443 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 736 4288 SH SOLE 0 0 4288 MONDELEZ INTL INC CL A 609207105 621 9367 SH SOLE 0 0 9367 VISA INC COM CL A 92826C839 2899 13376 SH SOLE 0 0 13376 CONSTELLATION BRANDS INC CL A 21036P108 2068 8239 SH SOLE 0 0 8239 ISHARES TR RUS 1000 VAL ETF 464287598 494 2943 SH SOLE 0 0 2943 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 364 1365 SH SOLE 0 0 1365 TJX COS INC NEW COM 872540109 899 11840 SH SOLE 0 0 11840 QUEST DIAGNOSTICS INC COM 74834L100 631 3645 SH SOLE 0 0 3645 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1031 5930 SH SOLE 0 0 5930 SCHLUMBERGER LTD COM STK 806857108 710 23715 SH SOLE 0 0 23715 ELECTRONIC ARTS INC COM 285512109 1262 9567 SH SOLE 0 0 9567 LILLY ELI & CO COM 532457108 2256 8169 SH SOLE 0 0 8169 VIACOMCBS INC CL B 92556H206 870 28843 SH SOLE 0 0 28843 HOME DEPOT INC COM 437076102 530 1277 SH SOLE 0 0 1277 L3HARRIS TECHNOLOGIES INC COM 502431109 2013 9440 SH SOLE 0 0 9440 CITIGROUP INC COM NEW 172967424 1938 32088 SH SOLE 0 0 32088 KKR & CO INC COM 48251W104 5735 76983 SH SOLE 0 0 76983 VANGUARD INDEX FDS TOTAL STK MKT 922908769 758 3141 SH SOLE 0 0 3141 ALTRIA GROUP INC COM 02209S103 214 4511 SH SOLE 0 0 4511 SALESFORCE COM INC COM 79466L302 2659 10465 SH SOLE 0 0 10465 PNC FINL SVCS GROUP INC COM 693475105 559 2789 SH SOLE 0 0 2789 UNITEDHEALTH GROUP INC COM 91324P102 2536 5051 SH SOLE 0 0 5051 ECOLAB INC COM 278865100 1285 5478 SH SOLE 0 0 5478 YUM BRANDS INC COM 988498101 802 5774 SH SOLE 0 0 5774 FIDELITY NATL INFORMATION SV COM 31620M106 1312 12020 SH SOLE 0 0 12020 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3227 28780 SH SOLE 0 0 28780 COCA COLA CO COM 191216100 1874 31650 SH SOLE 0 0 31650 WELLS FARGO CO NEW COM 949746101 2077 43292 SH SOLE 0 0 43292 CARRIER GLOBAL CORPORATION COM 14448C104 858 15814 SH SOLE 0 0 15814 AMGEN INC COM 031162100 1957 8698 SH SOLE 0 0 8698 LOCKHEED MARTIN CORP COM 539830109 494 1391 SH SOLE 0 0 1391 INTERNATIONAL BUSINESS MACHS COM 459200101 267 1998 SH SOLE 0 0 1998 3M CO COM 88579Y101 932 5249 SH SOLE 0 0 5249 ADVANCE AUTO PARTS INC COM 00751Y106 1281 5340 SH SOLE 0 0 5340 DIAMONDBACK ENERGY INC COM 25278X109 800 7415 SH SOLE 0 0 7415 SERVICENOW INC COM 81762P102 354 546 SH SOLE 0 0 546 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 922 12882 SH SOLE 0 0 12882 VERIZON COMMUNICATIONS INC COM 92343V104 2322 44684 SH SOLE 0 0 44684 CAPITAL ONE FINL CORP COM 14040H105 447 3079 SH SOLE 0 0 3079 MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 56167N720 4639 208663 SH SOLE 0 0 208663 STARBUCKS CORP COM 855244109 676 5776 SH SOLE 0 0 5776 MICROSOFT CORP COM 594918104 11091 32979 SH SOLE 0 0 32979 ISHARES TR CORE S&P MCP ETF 464287507 3600 12718 SH SOLE 0 0 12718 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 475 3504 SH SOLE 0 0 3504 LAUDER ESTEE COS INC CL A 518439104 931 2515 SH SOLE 0 0 2515 TYSON FOODS INC CL A 902494103 540 6200 SH SOLE 0 0 6200 DOMINION ENERGY INC COM 25746U109 2065 26292 SH SOLE 0 0 26292 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2491 28940 SH SOLE 0 0 28940 ISHARES TR MSCI EMG MKT ETF 464287234 321 6570 SH SOLE 0 0 6570 VANGUARD WORLD FDS INF TECH ETF 92204A702 12107 26424 SH SOLE 0 0 26424 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 6286 55229 SH SOLE 0 0 55229 ADOBE SYSTEMS INCORPORATED COM 00724F101 2850 5026 SH SOLE 0 0 5026 LINDE PLC SHS G5494J103 1590 4589 SH SOLE 0 0 4589 MERCK & CO INC COM 58933Y105 1446 18873 SH SOLE 0 0 18873 UNILEVER PLC SPON ADR NEW 904767704 405 7535 SH SOLE 0 0 7535 BOOKING HOLDINGS INC COM 09857L108 252 105 SH SOLE 0 0 105 META PLATFORMS INC CL A 30303M102 2026 6023 SH SOLE 0 0 6023 MCDONALDS CORP COM 580135101 1159 4322 SH SOLE 0 0 4322 GOLDMAN SACHS GROUP INC COM 38141G104 3226 8434 SH SOLE 0 0 8434 CIGNA CORP NEW COM 125523100 225 980 SH SOLE 0 0 980 ALPHABET INC CAP STK CL A 02079K305 661 228 SH SOLE 0 0 228 ISHARES TR EXPANDED TECH 464287515 480 1207 SH SOLE 0 0 1207 MCCORMICK & CO INC COM NON VTG 579780206 242 2510 SH SOLE 0 0 2510 ENBRIDGE INC COM 29250N105 2478 63419 SH SOLE 0 0 63419 GENERAL DYNAMICS CORP COM 369550108 1053 5052 SH SOLE 0 0 5052 APPLIED MATLS INC COM 038222105 1257 7991 SH SOLE 0 0 7991 DUPONT DE NEMOURS INC COM 26614N102 1637 20269 SH SOLE 0 0 20269 EMERSON ELEC CO COM 291011104 2214 23817 SH SOLE 0 0 23817 HONEYWELL INTL INC COM 438516106 1215 5825 SH SOLE 0 0 5825 CANADIAN PAC RY LTD COM 13645T100 344 4780 SH SOLE 0 0 4780 ALPHABET INC CAP STK CL C 02079K107 8319 2875 SH SOLE 0 0 2875 VERTEX PHARMACEUTICALS INC COM 92532F100 691 3148 SH SOLE 0 0 3148 CORTEVA INC COM 22052L104 1403 29684 SH SOLE 0 0 29684 UNITED PARCEL SERVICE INC CL B 911312106 1181 5508 SH SOLE 0 0 5508 BLACKROCK INC COM 09247X101 412 450 SH SOLE 0 0 450 SPDR SER TR S&P DIVID ETF 78464A763 1046 8104 SH SOLE 0 0 8104 CONOCOPHILLIPS COM 20825C104 1368 18951 SH SOLE 0 0 18951 BIOGEN INC COM 09062X103 779 3247 SH SOLE 0 0 3247 MEDTRONIC PLC SHS G5960L103 1441 13925 SH SOLE 0 0 13925 LAM RESEARCH CORP COM 512807108 1094 1521 SH SOLE 0 0 1521 FIRST CTZNS BANCSHARES INC N CL A 31946M103 402 485 SH SOLE 0 0 485 WABTEC COM 929740108 1743 18922 SH SOLE 0 0 18922 MORGAN STANLEY COM NEW 617446448 1273 12965 SH SOLE 0 0 12965 PPG INDS INC COM 693506107 219 1269 SH SOLE 0 0 1269 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 13565 168658 SH SOLE 0 0 168658 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 223 5710 SH SOLE 0 0 5710 OTIS WORLDWIDE CORP COM 68902V107 1676 19251 SH SOLE 0 0 19251 KELLOGG CO COM 487836108 1431 22211 SH SOLE 0 0 22211 MOODYS CORP COM 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