Managing Director

0001062993-23-009407.txt : 20230420 0001062993-23-009407.hdr.sgml : 20230420 20230420170903 ACCESSION NUMBER: 0001062993-23-009407 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230420 DATE AS OF CHANGE: 20230420 EFFECTIVENESS DATE: 20230420 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: 23833888 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 X0202 13F-HR LIVE false true false 0001541353 XXXXXXXX 03-31-2023 03-31-2023 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 04-20-2023 0 183 279633862 true INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE MCDONALDS CORP COM 580135101 1011422 3617 SH SOLE 0 0 3617 ENBRIDGE INC COM 29250N105 2111145 55338 SH SOLE 0 0 55338 MOODYS CORP COM 615369105 762322 2491 SH SOLE 0 0 2491 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 826630 12212 SH SOLE 0 0 12212 RIO TINTO PLC SPONSORED ADR 767204100 743007 10831 SH SOLE 0 0 10831 GOLDMAN SACHS GROUP INC COM 38141G104 2732519 8354 SH SOLE 0 0 8354 3M CO COM 88579Y101 507394 4827 SH SOLE 0 0 4827 GENERAL DYNAMICS CORP COM 369550108 877974 3847 SH SOLE 0 0 3847 INTEL CORP COM 458140100 405827 12422 SH SOLE 0 0 12422 SYSCO CORP COM 871829107 669275 8666 SH SOLE 0 0 8666 MONDELEZ INTL INC CL A 609207105 491108 7044 SH SOLE 0 0 7044 ISHARES TR MSCI EMG MKT ETF 464287234 338172 8570 SH SOLE 0 0 8570 STARBUCKS CORP COM 855244109 510029 4898 SH SOLE 0 0 4898 DOMINION ENERGY INC COM 25746U109 1375585 24604 SH SOLE 0 0 24604 EXXON MOBIL CORP COM 30231G102 5417011 49398 SH SOLE 0 0 49398 BRISTOL-MYERS SQUIBB CO COM 110122108 2252057 32493 SH SOLE 0 0 32493 INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 211905 14594 SH SOLE 0 0 14594 MICROSOFT CORP COM 594918104 8671896 30079 SH SOLE 0 0 30079 LIVE NATION ENTERTAINMENT IN COM 538034109 942550 13465 SH SOLE 0 0 13465 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 346721 1454 SH SOLE 0 0 1454 ELECTRONIC ARTS INC COM 285512109 1262196 10479 SH SOLE 0 0 10479 LILLY ELI & CO COM 532457108 1800894 5244 SH SOLE 0 0 5244 ALPHABET INC CAP STK CL C 02079K107 5522296 53099 SH SOLE 0 0 53099 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 879633 5825 SH SOLE 0 0 5825 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3105627 29437 SH SOLE 0 0 29437 AUTODESK INC COM 052769106 829726 3986 SH SOLE 0 0 3986 MORGAN STANLEY COM NEW 617446448 964922 10990 SH SOLE 0 0 10990 VANGUARD INDEX FDS TOTAL STK MKT 922908769 502999 2464 SH SOLE 0 0 2464 BROADCOM INC COM 11135F101 1800803 2807 SH SOLE 0 0 2807 KKR & CO INC COM 48251W104 4330763 82459 SH SOLE 0 0 82459 HOME DEPOT INC COM 437076102 301908 1023 SH SOLE 0 0 1023 ISHARES TR CORE S&P500 ETF 464287200 232671 566 SH SOLE 0 0 566 GENERAL ELECTRIC CO COM NEW 369604301 249420 2609 SH SOLE 0 0 2609 MEDTRONIC PLC SHS G5960L103 560470 6952 SH SOLE 0 0 6952 WABTEC COM 929740108 1618375 16014 SH SOLE 0 0 16014 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 11166893 164582 SH SOLE 0 0 164582 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2889778 9359 SH SOLE 0 0 9359 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 3666331 14517 SH SOLE 0 0 14517 WISDOMTREE TR US QTLY DIV GRT 97717X669 388939 6239 SH SOLE 0 0 6239 HONEYWELL INTL INC COM 438516106 1147867 6006 SH SOLE 0 0 6006 BLACKROCK INC COM 09247X101 230177 344 SH SOLE 0 0 344 WILLIAMS SONOMA INC COM 969904101 542360 4458 SH SOLE 0 0 4458 CONSTELLATION BRANDS INC CL A 21036P108 1807737 8003 SH SOLE 0 0 8003 SCHLUMBERGER LTD COM STK 806857108 909037 18514 SH SOLE 0 0 18514 WALMART INC COM 931142103 694420 4710 SH SOLE 0 0 4710 QUEST DIAGNOSTICS INC COM 74834L100 451321 3190 SH SOLE 0 0 3190 PHILIP MORRIS INTL INC COM 718172109 907732 9334 SH SOLE 0 0 9334 PAYPAL HLDGS INC COM 70450Y103 611849 8057 SH SOLE 0 0 8057 TJX COS INC NEW COM 872540109 723341 9231 SH SOLE 0 0 9231 LABORATORY CORP AMER HLDGS COM NEW 50540R409 823388 3589 SH SOLE 0 0 3589 ISHARES TR ISHARES BIOTECH 464287556 423903 3282 SH SOLE 0 0 3282 ALTRIA GROUP INC COM 02209S103 278429 6240 SH SOLE 0 0 6240 DUKE ENERGY CORP NEW COM NEW 26441C204 2465140 25553 SH SOLE 0 0 25553 CANADIAN PAC RY LTD COM 13645T100 292757 3805 SH SOLE 0 0 3805 NIKE INC CL B 654106103 1356624 11062 SH SOLE 0 0 11062 ISHARES TR CORE TOTAL USD 46434V613 3084620 66839 SH SOLE 0 0 66839 VERIZON COMMUNICATIONS INC COM 92343V104 1183850 30441 SH SOLE 0 0 30441 VANGUARD INDEX FDS LARGE CAP ETF 922908637 200447 1073 SH SOLE 0 0 1073 CHEVRON CORP NEW COM 166764100 2632645 16135 SH SOLE 0 0 16135 MERCK & CO INC COM 58933Y105 1844513 17337 SH SOLE 0 0 17337 US BANCORP DEL COM NEW 902973304 1218245 33793 SH SOLE 0 0 33793 SHERWIN WILLIAMS CO COM 824348106 781208 3476 SH SOLE 0 0 3476 TYLER TECHNOLOGIES INC COM 902252105 373791 1054 SH SOLE 0 0 1054 ISHARES TR SELECT DIVID ETF 464287168 476805 4069 SH SOLE 0 0 4069 BOOKING HOLDINGS INC COM 09857L108 503958 190 SH SOLE 0 0 190 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 600127 6208 SH SOLE 0 0 6208 EQUIFAX INC COM 294429105 648277 3196 SH SOLE 0 0 3196 EMERSON ELEC CO COM 291011104 2002651 22982 SH SOLE 0 0 22982 ECOLAB INC COM 278865100 797358 4817 SH SOLE 0 0 4817 AMERICAN EXPRESS CO COM 025816109 441406 2676 SH SOLE 0 0 2676 ADOBE SYSTEMS INCORPORATED COM 00724F101 1929933 5008 SH SOLE 0 0 5008 DOW INC COM 260557103 265329 4840 SH SOLE 0 0 4840 JPMORGAN CHASE & CO COM 46625H100 3872493 29718 SH SOLE 0 0 29718 CARLYLE GROUP INC COM 14316J108 254537 8195 SH SOLE 0 0 8195 L3HARRIS TECHNOLOGIES INC COM 502431109 1695906 8642 SH SOLE 0 0 8642 AMAZON COM INC COM 023135106 1860046 18008 SH SOLE 0 0 18008 ROCKWELL AUTOMATION INC COM 773903109 1243957 4239 SH SOLE 0 0 4239 ISHARES TR CORE S&P SCP ETF 464287804 4660560 48196 SH SOLE 0 0 48196 AMGEN INC COM 031162100 1809257 7484 SH SOLE 0 0 7484 PERKINELMER INC COM 714046109 538903 4044 SH SOLE 0 0 4044 DOVER CORP COM 260003108 333052 2192 SH SOLE 0 0 2192 SERVICENOW INC COM 81762P102 642243 1382 SH SOLE 0 0 1382 LINDE PLC SHS G54950103 2132640 6000 SH SOLE 0 0 6000 COSTCO WHSL CORP NEW COM 22160K105 295638 595 SH SOLE 0 0 595 BOEING CO COM 097023105 595866 2805 SH SOLE 0 0 2805 ROYAL BK CDA SUSTAINABL COM 780087102 397039 4154 SH SOLE 0 0 4154 COLGATE PALMOLIVE CO COM 194162103 694117 9236 SH SOLE 0 0 9236 UNITEDHEALTH GROUP INC COM 91324P102 2000001 4232 SH SOLE 0 0 4232 NVIDIA CORPORATION COM 67066G104 929418 3346 SH SOLE 0 0 3346 YUM BRANDS INC COM 988498101 386202 2924 SH SOLE 0 0 2924 VANGUARD WORLD FDS INF TECH 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SML CAP ETF 808524607 2098368 50045 SH SOLE 0 0 50045 VANGUARD INDEX FDS VALUE ETF 922908744 591446 4282 SH SOLE 0 0 4282 BECTON DICKINSON & CO COM 075887109 2044433 8259 SH SOLE 0 0 8259 MASTERCARD INCORPORATED CL A 57636Q104 505140 1390 SH SOLE 0 0 1390 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1905773 13178 SH SOLE 0 0 13178 BALL CORP COM 058498106 221267 4015 SH SOLE 0 0 4015 ACTIVISION BLIZZARD INC COM 00507V109 409447 4784 SH SOLE 0 0 4784 SALESFORCE INC COM 79466L302 1865945 9340 SH SOLE 0 0 9340 DISNEY WALT CO COM 254687106 2118450 21157 SH SOLE 0 0 21157 MARRIOTT INTL INC NEW CL A 571903202 537638 3238 SH SOLE 0 0 3238 PNC FINL SVCS GROUP INC COM 693475105 262970 2069 SH SOLE 0 0 2069 SPDR SER TR S&P DIVID ETF 78464A763 937066 7575 SH SOLE 0 0 7575 CORTEVA INC COM 22052L104 1685222 27943 SH SOLE 0 0 27943 ISHARES TR SP SMCP600VL ETF 464287879 1962807 20972 SH SOLE 0 0 20972 ISHARES TR EXPANDED TECH 464287515 557296 1829 SH SOLE 0 0 1829 MGM RESORTS INTERNATIONAL COM 552953101 1146924 25820 SH SOLE 0 0 25820 SPDR SER TR S&P 600 SMCP VAL 78464A300 8228399 108013 SH SOLE 0 0 108013 GARMIN LTD SHS H2906T109 1462139 14488 SH SOLE 0 0 14488 VERTEX PHARMACEUTICALS INC COM 92532F100 740415 2350 SH SOLE 0 0 2350 BROWN FORMAN CORP CL B 115637209 919511 14307 SH SOLE 0 0 14307 VANGUARD INDEX FDS MID CAP ETF 922908629 837352 3970 SH SOLE 0 0 3970 FIRST CTZNS BANCSHARES INC N CL A 31946M103 422325 434 SH SOLE 0 0 434 BANK AMERICA CORP COM 060505104 2357806 82441 SH SOLE 0 0 82441 LAM RESEARCH CORP COM 512807108 1260113 2377 SH SOLE 0 0 2377 ROPER TECHNOLOGIES INC COM 776696106 1071317 2431 SH SOLE 0 0 2431 JOHNSON & JOHNSON COM 478160104 3002377 19370 SH SOLE 0 0 19370 CONOCOPHILLIPS COM 20825C104 1326934 13375 SH SOLE 0 0 13375 DUPONT DE NEMOURS INC COM 26614N102 1397147 19467 SH SOLE 0 0 19467 UNITED PARCEL SERVICE INC CL B 911312106 892742 4602 SH SOLE 0 0 4602 PEPSICO INC COM 713448108 3543406 19437 SH SOLE 0 0 19437 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2496081 25488 SH SOLE 0 0 25488 PROCTER AND GAMBLE CO COM 742718109 2418147 16263 SH SOLE 0 0 16263 AMERICAN TOWER CORP NEW COM 03027X100 1221749 5979 SH SOLE 0 0 5979 WALGREENS BOOTS ALLIANCE INC COM 931427108 276433 7994 SH SOLE 0 0 7994 ISHARES TR RUS 1000 VAL ETF 464287598 418106 2746 SH SOLE 0 0 2746 THERMO FISHER SCIENTIFIC INC COM 883556102 407494 707 SH SOLE 0 0 707 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 300791 6286 SH SOLE 0 0 6286 PRICE T ROWE GROUP INC COM 74144T108 258993 2294 SH SOLE 0 0 2294 LAUDER ESTEE COS INC CL A 518439104 1029710 4178 SH SOLE 0 0 4178 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4723548 97655 SH SOLE 0 0 97655 OTIS WORLDWIDE CORP COM 68902V107 1327865 15733 SH SOLE 0 0 15733 NORFOLK SOUTHN CORP COM 655844108 242316 1143 SH SOLE 0 0 1143 BIOGEN INC COM 09062X103 695075 2500 SH SOLE 0 0 2500 DEERE & CO COM 244199105 630468 1527 SH SOLE 0 0 1527 COMCAST CORP NEW CL A 20030N101 999823 26374 SH SOLE 0 0 26374 INTUITIVE SURGICAL INC COM NEW 46120E602 288681 1130 SH SOLE 0 0 1130 META PLATFORMS INC CL A 30303M102 1320174 6229 SH SOLE 0 0 6229 ADVANCED MICRO DEVICES INC COM 007903107 272958 2785 SH SOLE 0 0 2785 CVS HEALTH CORP COM 126650100 1903453 25615 SH SOLE 0 0 25615 APPLIED MATLS INC COM 038222105 1052407 8568 SH SOLE 0 0 8568 NEXTERA ENERGY INC COM 65339F101 2284651 29640 SH SOLE 0 0 29640 THE CIGNA GROUP COM 125523100 341133 1335 SH SOLE 0 0 1335 VEEVA SYS INC CL A COM 922475108 1036759 5641 SH SOLE 0 0 5641 MCCORMICK & CO INC COM NON VTG 579780206 208857 2510 SH SOLE 0 0 2510 ALPHABET INC CAP STK CL A 02079K305 466785 4500 SH SOLE 0 0 4500 DIAMONDBACK ENERGY INC COM 25278X109 571364 4227 SH SOLE 0 0 4227 LOCKHEED MARTIN CORP COM 539830109 638658 1351 SH SOLE 0 0 1351 ADVISORS INNER CIRCLE FD III STRATEGAS MACRO 00775Y645 5899673 264166 SH SOLE 0 0 264166 MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 56167N720 6248147 256914 SH SOLE 0 0 256914 QUALCOMM INC COM 747525103 528462 4142 SH SOLE 0 0 4142 SPDR S&P 500 ETF TR TR UNIT 78462F103 1190089 2907 SH SOLE 0 0 2907 BORGWARNER INC COM 099724106 1630648 33204 SH SOLE 0 0 33204 TARGET CORP COM 87612E106 1229140 7421 SH SOLE 0 0 7421 WELLS FARGO CO NEW COM 949746101 1534169 41043 SH SOLE 0 0 41043 SPDR SER TR S&P INS ETF 78464A789 3414598 86753 SH SOLE 0 0 86753 UNION PAC CORP COM 907818108 513247 2550 SH SOLE 0 0 2550 APPLE INC COM 037833100 5800079 35173 SH SOLE 0 0 35173 ROSS STORES INC COM 778296103 913779 8610 SH SOLE 0 0 8610 TYSON FOODS INC CL A 902494103 367784 6200 SH SOLE 0 0 6200 FEDEX CORP COM 31428X106 215009 941 SH SOLE 0 0 941 LOWES COS INC COM 548661107 5322801 26618 SH SOLE 0 0 26618 TRUIST FINL CORP COM 89832Q109 2157024 63256 SH SOLE 0 0 63256 CATERPILLAR INC COM 149123101 1687503 7374 SH SOLE 0 0 7374 ISHARES TR CORE S&P MCP ETF 464287507 4586453 18334 SH SOLE 0 0 18334 ISHARES TR U.S. MED DVC ETF 464288810 845705 15667 SH SOLE 0 0 15667 BLACKSTONE INC COM 09260D107 5156551 58704 SH SOLE 0 0 58704 INTERNATIONAL BUSINESS MACHS COM 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