TRIANGLE SECURITIES WEALTH MANAGEMENT
1301 ANNAPOLIS DRIVE, RALEIGH, North Carolina, 27608, (919) 838-3224
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 524 |
| New Positions | 51 |
| Increased Positions | 157 |
| Decreased Positions | 133 |
| Positions with Activity | 290 |
| Sold Out Positions | 39 |
| Total Mkt Value (in $ millions) |
133 |
Sector Weighting
| Basic Materials | 4.84% |
| Capital Goods | 7.67% |
| Conglomerates | 0.03% |
| Consumer Cyclical | 1.25% |
| Consumer/Non-Cyclical | 8.04% |
| Energy | 8.54% |
| Financial | 26.94% |
| Healthcare | 9.49% |
| Services | 15.16% |
| Technology | 7.67% |
| Transportation | 3.05% |
| Utilities | 7.29% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
524 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 5,402 | 56 | 1.04 | 59,027 |
| WABTEC CORP | COM | 3,197 | -81 | (2.48) | 59,506 |
| KINDER MORGAN ENERGY PARTNERS | UT LTD PARTNER | 3,170 | -236 | (6.93) | 37,688 |
| VANGUARD WORLD FDS | INF TECH ETF | 3,104 | -3 | (0.11) | 40,735 |
| JOHNSON & JOHNSON | COM | 3,083 | 18 | .59 | 36,009 |
| VERIZON COMMUNICATIONS INC | COM | 2,847 | -51 | (1.76) | 56,145 |
| CVS CAREMARK CORPORATION | COM | 2,831 | 94 | 3.43 | 47,760 |
| SPDR SERIES TRUST | S&P INS ETF | 2,820 | 2 | .09 | 51,915 |
| LOWES COS INC | COM | 2,640 | -1,372 | (34.21) | 63,816 |
| PHILIP MORRIS INTL INC | COM | 2,447 | -217 | (8.13) | 26,466 |
| UNITED TECHNOLOGIES CORP | COM | 2,373 | -14 | (0.6) | 24,987 |
| JPMORGAN CHASE & CO | COM | 2,212 | 13 | .61 | 41,083 |
| ORACLE CORP | COM | 2,183 | -15 | (0.7) | 63,693 |
| PEPSICO INC | COM | 2,077 | 126 | 6.47 | 25,162 |
| BIOGEN IDEC INC | COM | 2,062 | -70 | (3.3) | 9,925 |
| WELLS FARGO & CO NEW | COM | 1,916 | 17 | .91 | 47,185 |
| CATERPILLAR INC DEL | COM | 1,885 | 18 | .97 | 22,458 |
| DU PONT E I DE NEMOURS & CO | COM | 1,864 | -12 | (0.63) | 34,704 |
| TARGET CORP | COM | 1,733 | -37 | (2.07) | 24,801 |
| INTEL CORP | COM | 1,610 | -136 | (7.81) | 64,142 |
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