TRIANGLE SECURITIES WEALTH MANAGEMENT Information

1301 ANNAPOLIS DRIVE, RALEIGH, North Carolina, 27608, (919) 838-3224

Report Date: 03/31/2015

Position Statistics

Total Positions 142
New Positions 7
Increased Positions 59
Decreased Positions 56
Positions with Activity 115
Sold Out Positions 2
Total Mkt Value (in $ millions) 148

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.77%
Capital Goods 6.27%
Conglomerates
Consumer Cyclical 1.5%
Consumer/Non-Cyclical 7.45%
Energy 7.28%
Financial 27.76%
Healthcare 11.88%
Services 14.41%
Technology 10.26%
Transportation 2.94%
Utilities 6.47%

142 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EXXON MOBIL CORP COM 5,196 113 2.23 60,056
VANGUARD WORLD FDS INF TECH ETF 4,548 337 8.01 40,943
CVS HEALTH CORP COM 4,256 -302 (6.63) 40,943
KINDER MORGAN INC DEL COM 3,993 -396 (9.03) 93,526
WABTEC CORP COM 3,961 -636 (13.83) 39,016
BIOGEN INC COM 3,476 -439 (11.21) 8,720
JOHNSON & JOHNSON COM 3,471 47 1.37 34,243
GENERAL ELECTRIC CO COM 3,293 177 5.67 118,983
SPDR SERIES TRUST S&P INS ETF 3,136 4 .13 45,766
LOWES COS INC COM 3,088 -142 (4.39) 44,407
VERIZON COMMUNICATIONS INC COM 2,981 24 .82 60,090
JPMORGAN CHASE & CO COM 2,839 3 .09 42,718
UNITED TECHNOLOGIES CORP COM 2,597 -36 (1.36) 21,890
DISNEY WALT CO COM DISNEY 2,464 -116 (4.49) 22,351
ORACLE CORP COM 2,450 -34 (1.36) 55,777
WELLS FARGO & CO NEW COM 2,268 26 1.18 40,492
PHILIP MORRIS INTL INC COM 2,206 10 .46 26,213
DU PONT E I DE NEMOURS & CO COM 2,144 -143 (6.26) 30,282
PEPSICO INC COM 2,115 2 .11 21,975
GOOGLE INC CL C 2,059 1,574 324.14 3,813


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