0001062993-22-010170.txt : 20220413
0001062993-22-010170.hdr.sgml : 20220413
20220413102328
ACCESSION NUMBER: 0001062993-22-010170
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220413
DATE AS OF CHANGE: 20220413
EFFECTIVENESS DATE: 20220413
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: 22823918
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
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0001541353
XXXXXXXX
03-31-2022
03-31-2022
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
04-12-2022
0
173
298709
true
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
BECTON DICKINSON & CO
COM
075887109
2098
7889
SH
SOLE
0
0
7889
PFIZER INC
COM
717081103
1515
29263
SH
SOLE
0
0
29263
ACTIVISION BLIZZARD INC
COM
00507V109
539
6733
SH
SOLE
0
0
6733
DARLING INGREDIENTS INC
COM
237266101
253
3151
SH
SOLE
0
0
3151
DEERE & CO
COM
244199105
755
1818
SH
SOLE
0
0
1818
AMERICAN TOWER CORP NEW
COM
03027X100
1593
6340
SH
SOLE
0
0
6340
BALL CORP
COM
058498106
361
4015
SH
SOLE
0
0
4015
MASTERCARD INCORPORATED
CL A
57636Q104
456
1275
SH
SOLE
0
0
1275
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
1593
10100
SH
SOLE
0
0
10100
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1658
3670
SH
SOLE
0
0
3670
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
226
1085
SH
SOLE
0
0
1085
MGM RESORTS INTERNATIONAL
COM
552953101
1196
28520
SH
SOLE
0
0
28520
AMERICAN EXPRESS CO
COM
025816109
518
2771
SH
SOLE
0
0
2771
INTUITIVE SURGICAL INC
COM NEW
46120E602
362
1200
SH
SOLE
0
0
1200
RAYMOND JAMES FINL INC
COM
754730109
200
1820
SH
SOLE
0
0
1820
PEPSICO INC
COM
713448108
3495
20878
SH
SOLE
0
0
20878
ISHARES TR
SELECT DIVID ETF
464287168
537
4194
SH
SOLE
0
0
4194
BROWN FORMAN CORP
CL B
115637209
460
6860
SH
SOLE
0
0
6860
CVS HEALTH CORP
COM
126650100
2830
27957
SH
SOLE
0
0
27957
BK OF AMERICA CORP
COM
060505104
3339
81016
SH
SOLE
0
0
81016
ROSS STORES INC
COM
778296103
728
8045
SH
SOLE
0
0
8045
COSTCO WHSL CORP NEW
COM
22160K105
340
591
SH
SOLE
0
0
591
NEXTERA ENERGY INC
COM
65339F101
2304
27203
SH
SOLE
0
0
27203
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
235
2625
SH
SOLE
0
0
2625
EQUIFAX INC
COM
294429105
727
3065
SH
SOLE
0
0
3065
CATERPILLAR INC
COM
149123101
1900
8528
SH
SOLE
0
0
8528
TARGET CORP
COM
87612E106
1406
6625
SH
SOLE
0
0
6625
SPDR SER TR
S&P INS ETF
78464A789
3831
91156
SH
SOLE
0
0
91156
BORGWARNER INC
COM
099724106
1405
36114
SH
SOLE
0
0
36114
AMAZON COM INC
COM
023135106
3403
1044
SH
SOLE
0
0
1044
APPLE INC
COM
037833100
6319
36187
SH
SOLE
0
0
36187
UNION PAC CORP
COM
907818108
762
2789
SH
SOLE
0
0
2789
LOWES COS INC
COM
548661107
5578
27587
SH
SOLE
0
0
27587
MERCK & CO INC
COM
58933Y105
1510
18402
SH
SOLE
0
0
18402
QUALCOMM INC
COM
747525103
524
3432
SH
SOLE
0
0
3432
TEXAS INSTRS INC
COM
882508104
385
2098
SH
SOLE
0
0
2098
COLGATE PALMOLIVE CO
COM
194162103
866
11423
SH
SOLE
0
0
11423
GOODYEAR TIRE & RUBR CO
COM
382550101
1872
131011
SH
SOLE
0
0
131011
ORACLE CORP
COM
68389X105
1912
23108
SH
SOLE
0
0
23108
NORFOLK SOUTHN CORP
COM
655844108
400
1402
SH
SOLE
0
0
1402
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
446
7425
SH
SOLE
0
0
7425
TRUIST FINL CORP
COM
89832Q109
3391
59814
SH
SOLE
0
0
59814
PRICE T ROWE GROUP INC
COM
74144T108
284
1879
SH
SOLE
0
0
1879
ISHARES TR
U.S. MED DVC ETF
464288810
1003
16457
SH
SOLE
0
0
16457
VANGUARD INDEX FDS
GROWTH ETF
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1222
4248
SH
SOLE
0
0
4248
BOEING CO
COM
097023105
709
3703
SH
SOLE
0
0
3703
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
2178
45995
SH
SOLE
0
0
45995
PROCTER AND GAMBLE CO
COM
742718109
2984
19526
SH
SOLE
0
0
19526
PHILIP MORRIS INTL INC
COM
718172109
945
10060
SH
SOLE
0
0
10060
DOVER CORP
COM
260003108
217
1380
SH
SOLE
0
0
1380
WALMART INC
COM
931142103
647
4343
SH
SOLE
0
0
4343
INTEL CORP
COM
458140100
855
17256
SH
SOLE
0
0
17256
VEEVA SYS INC
CL A COM
922475108
1230
5787
SH
SOLE
0
0
5787
ROYAL BK CDA
COM
780087102
546
4949
SH
SOLE
0
0
4949
DUKE ENERGY CORP NEW
COM NEW
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2904
26011
SH
SOLE
0
0
26011
US BANCORP DEL
COM NEW
902973304
1678
31576
SH
SOLE
0
0
31576
NIKE INC
CL B
654106103
1121
8330
SH
SOLE
0
0
8330
SCHLUMBERGER LTD
COM STK
806857108
928
22462
SH
SOLE
0
0
22462
SHERWIN WILLIAMS CO
COM
824348106
868
3476
SH
SOLE
0
0
3476
TWILIO INC
CL A
90138F102
588
3568
SH
SOLE
0
0
3568
NCR CORP NEW
COM
62886E108
813
20218
SH
SOLE
0
0
20218
WISDOMTREE TR
US QTLY DIV GRT
97717X669
449
7047
SH
SOLE
0
0
7047
COMCAST CORP NEW
CL A
20030N101
1735
37051
SH
SOLE
0
0
37051
BRISTOL-MYERS SQUIBB CO
COM
110122108
2862
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SH
SOLE
0
0
39193
ISHARES TR
SP SMCP600VL ETF
464287879
1992
19460
SH
SOLE
0
0
19460
US FOODS HLDG CORP
COM
912008109
825
21933
SH
SOLE
0
0
21933
ISHARES TR
CORE S&P SCP ETF
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4930
45697
SH
SOLE
0
0
45697
SPDR SER TR
S&P 600 SMCP VAL
78464A300
9509
114113
SH
SOLE
0
0
114113
FEDEX CORP
COM
31428X106
308
1331
SH
SOLE
0
0
1331
EXXON MOBIL CORP
COM
30231G102
4235
51275
SH
SOLE
0
0
51275
DOW INC
COM
260557103
321
5041
SH
SOLE
0
0
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CISCO SYS INC
COM
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19213
SH
SOLE
0
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JPMORGAN CHASE & CO
COM
46625H100
4165
30552
SH
SOLE
0
0
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BROADCOM INC
COM
11135F101
1955
3105
SH
SOLE
0
0
3105
SYSCO CORP
COM
871829107
671
8212
SH
SOLE
0
0
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3473
9841
SH
SOLE
0
0
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VANGUARD INDEX FDS
VALUE ETF
922908744
686
4642
SH
SOLE
0
0
4642
WILLIAMS SONOMA INC
COM
969904101
1164
8025
SH
SOLE
0
0
8025
WESTROCK CO
COM
96145D105
606
12880
SH
SOLE
0
0
12880
CHEVRON CORP NEW
COM
166764100
2738
16816
SH
SOLE
0
0
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VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
4529
14837
SH
SOLE
0
0
14837
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
873
3311
SH
SOLE
0
0
3311
VANGUARD INDEX FDS
MID CAP ETF
922908629
944
3970
SH
SOLE
0
0
3970
MONDELEZ INTL INC
CL A
609207105
495
7884
SH
SOLE
0
0
7884
VISA INC
COM CL A
92826C839
2867
12927
SH
SOLE
0
0
12927
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
684
4215
SH
SOLE
0
0
4215
ISHARES TR
ISHARES BIOTECH
464287556
344
2643
SH
SOLE
0
0
2643
VULCAN MATLS CO
COM
929160109
200
1091
SH
SOLE
0
0
1091
CONSTELLATION BRANDS INC
CL A
21036P108
1872
8130
SH
SOLE
0
0
8130
ROPER TECHNOLOGIES INC
COM
776696106
876
1855
SH
SOLE
0
0
1855
ISHARES TR
RUS 1000 VAL ETF
464287598
488
2939
SH
SOLE
0
0
2939
QUEST DIAGNOSTICS INC
COM
74834L100
472
3450
SH
SOLE
0
0
3450
META PLATFORMS INC
CL A
30303M102
1853
8335
SH
SOLE
0
0
8335
TJX COS INC NEW
COM
872540109
705
11634
SH
SOLE
0
0
11634
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
926
5825
SH
SOLE
0
0
5825
PARAMOUNT GLOBAL
CLASS B COM
92556H206
876
23156
SH
SOLE
0
0
23156
LILLY ELI & CO
COM
532457108
2044
7139
SH
SOLE
0
0
7139
ELECTRONIC ARTS INC
COM
285512109
1167
9227
SH
SOLE
0
0
9227
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
347
1365
SH
SOLE
0
0
1365
CITIGROUP INC
COM NEW
172967424
1640
30712
SH
SOLE
0
0
30712
ALTRIA GROUP INC
COM
02209S103
330
6311
SH
SOLE
0
0
6311
KKR & CO INC
COM
48251W104
4681
80060
SH
SOLE
0
0
80060
SALESFORCE COM INC
COM
79466L302
2218
10448
SH
SOLE
0
0
10448
PNC FINL SVCS GROUP INC
COM
693475105
398
2159
SH
SOLE
0
0
2159
HOME DEPOT INC
COM
437076102
316
1057
SH
SOLE
0
0
1057
L3HARRIS TECHNOLOGIES INC
COM
502431109
2254
9072
SH
SOLE
0
0
9072
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
772
3391
SH
SOLE
0
0
3391
LOCKHEED MARTIN CORP
COM
539830109
595
1348
SH
SOLE
0
0
1348
VERIZON COMMUNICATIONS INC
COM
92343V104
2195
43099
SH
SOLE
0
0
43099
AMGEN INC
COM
031162100
2022
8363
SH
SOLE
0
0
8363
DIAMONDBACK ENERGY INC
COM
25278X109
714
5205
SH
SOLE
0
0
5205
CARRIER GLOBAL CORPORATION
COM
14448C104
661
14403
SH
SOLE
0
0
14403
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
3223
28712
SH
SOLE
0
0
28712
COCA COLA CO
COM
191216100
1885
30404
SH
SOLE
0
0
30404
WELLS FARGO CO NEW
COM
949746101
1966
40566
SH
SOLE
0
0
40566
FIDELITY NATL INFORMATION SV
COM
31620M106
980
9760
SH
SOLE
0
0
9760
ADVANCE AUTO PARTS INC
COM
00751Y106
954
4610
SH
SOLE
0
0
4610
INTERNATIONAL BUSINESS MACHS
COM
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228
1753
SH
SOLE
0
0
1753
UNITEDHEALTH GROUP INC
COM
91324P102
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SH
SOLE
0
0
4896
YUM BRANDS INC
COM
988498101
398
3354
SH
SOLE
0
0
3354
ECOLAB INC
COM
278865100
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5543
SH
SOLE
0
0
5543
3M CO
COM
88579Y101
795
5339
SH
SOLE
0
0
5339
SERVICENOW INC
COM
81762P102
511
918
SH
SOLE
0
0
918
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
959
12882
SH
SOLE
0
0
12882
CAPITAL ONE FINL CORP
COM
14040H105
281
2144
SH
SOLE
0
0
2144
MANAGED PORTFOLIO SERIES
TORTOISE NRAM PI
56167N720
5374
202885
SH
SOLE
0
0
202885
LAUDER ESTEE COS INC
CL A
518439104
682
2505
SH
SOLE
0
0
2505
ISHARES TR
CORE S&P MCP ETF
464287507
3777
14077
SH
SOLE
0
0
14077
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
2697
27228
SH
SOLE
0
0
27228
DOMINION ENERGY INC
COM
25746U109
2260
26602
SH
SOLE
0
0
26602
STARBUCKS CORP
COM
855244109
1462
16071
SH
SOLE
0
0
16071
VANGUARD WORLD FDS
INF TECH ETF
92204A702
10498
25206
SH
SOLE
0
0
25206
ISHARES TR
MSCI EMG MKT ETF
464287234
297
6570
SH
SOLE
0
0
6570
MICROSOFT CORP
COM
594918104
9764
31668
SH
SOLE
0
0
31668
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
5994
111316
SH
SOLE
0
0
111316
TYSON FOODS INC
CL A
902494103
556
6200
SH
SOLE
0
0
6200
LINDE PLC
SHS
G5494J103
1745
5464
SH
SOLE
0
0
5464
VANGUARD WORLD FDS
COMM SRVC ETF
92204A884
373
3107
SH
SOLE
0
0
3107
ADOBE SYSTEMS INCORPORATED
COM
00724F101
2297
5042
SH
SOLE
0
0
5042
BLACKSTONE INC
COM
09260D107
7727
60869
SH
SOLE
0
0
60869
UNILEVER PLC
SPON ADR NEW
904767704
247
5417
SH
SOLE
0
0
5417
MCDONALDS CORP
COM
580135101
985
3982
SH
SOLE
0
0
3982
ENBRIDGE INC
COM
29250N105
2751
59683
SH
SOLE
0
0
59683
BOOKING HOLDINGS INC
COM
09857L108
263
112
SH
SOLE
0
0
112
ALPHABET INC
CAP STK CL A
02079K305
629
226
SH
SOLE
0
0
226
CIGNA CORP NEW
COM
125523100
342
1428
SH
SOLE
0
0
1428
ISHARES TR
EXPANDED TECH
464287515
454
1315
SH
SOLE
0
0
1315
GENERAL DYNAMICS CORP
COM
369550108
1164
4825
SH
SOLE
0
0
4825
GOLDMAN SACHS GROUP INC
COM
38141G104
2834
8584
SH
SOLE
0
0
8584
MCCORMICK & CO INC
COM NON VTG
579780206
250
2510
SH
SOLE
0
0
2510
APPLIED MATLS INC
COM
038222105
1029
7811
SH
SOLE
0
0
7811
VERTEX PHARMACEUTICALS INC
COM
92532F100
754
2890
SH
SOLE
0
0
2890
HONEYWELL INTL INC
COM
438516106
1127
5794
SH
SOLE
0
0
5794
CANADIAN PAC RY LTD
COM
13645T100
395
4780
SH
SOLE
0
0
4780
ALPHABET INC
CAP STK CL C
02079K107
7792
2790
SH
SOLE
0
0
2790
DUPONT DE NEMOURS INC
COM
26614N102
1459
19832
SH
SOLE
0
0
19832
CORTEVA INC
COM
22052L104
1686
29331
SH
SOLE
0
0
29331
EMERSON ELEC CO
COM
291011104
2314
23597
SH
SOLE
0
0
23597
UNITED PARCEL SERVICE INC
CL B
911312106
1135
5294
SH
SOLE
0
0
5294
LAM RESEARCH CORP
COM
512807108
791
1472
SH
SOLE
0
0
1472
SPDR SER TR
S&P DIVID ETF
78464A763
1026
8005
SH
SOLE
0
0
8005
WABTEC
COM
929740108
1746
18158
SH
SOLE
0
0
18158
CONOCOPHILLIPS
COM
20825C104
1493
14931
SH
SOLE
0
0
14931
MEDTRONIC PLC
SHS
G5960L103
1579
14235
SH
SOLE
0
0
14235
BLACKROCK INC
COM
09247X101
382
500
SH
SOLE
0
0
500
BIOGEN INC
COM
09062X103
672
3190
SH
SOLE
0
0
3190
FIRST CTZNS BANCSHARES INC N
CL A
31946M103
282
424
SH
SOLE
0
0
424
MORGAN STANLEY
COM NEW
617446448
1042
11925
SH
SOLE
0
0
11925
OTIS WORLDWIDE CORP
COM
68902V107
1393
18108
SH
SOLE
0
0
18108
MOODYS CORP
COM
615369105
580
1719
SH
SOLE
0
0
1719
PAYPAL HLDGS INC
COM
70450Y103
1762
15232
SH
SOLE
0
0
15232
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
12641
166631
SH
SOLE
0
0
166631
JOHNSON & JOHNSON
COM
478160104
3550
20032
SH
SOLE
0
0
20032