TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 130
New Positions 6
Increased Positions 73
Decreased Positions 52
Positions with Activity 125
Sold Out Positions 15
Total Mkt Value (in $ millions) 133

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

Sector Weighting

Basic Materials 4.81%
Capital Goods 8.43%
Conglomerates
Consumer Cyclical 1.3%
Consumer/Non-Cyclical 7.81%
Energy 8.76%
Financial 27.21%
Healthcare 10.52%
Services 14.7%
Technology 7.48%
Transportation 1.83%
Utilities 7.14%

125 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EXXON MOBIL CORP COM 6,112 98 1.63 59,027
VANGUARD WORLD FDS INF TECH ETF 3,964 178 4.71 40,735
JOHNSON & JOHNSON COM 3,818 193 5.31 36,009
CVS CAREMARK CORPORATION COM 3,670 374 11.36 47,760
SPDR SERIES TRUST S&P INS ETF 3,331 350 11.73 51,915
BIOGEN IDEC INC COM 3,177 117 3.81 9,925
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 3,083 -194 (5.91) 37,688
LOWES COS INC COM 3,054 329 12.09 63,816
UNITED TECHNOLOGIES CORP COM 2,845 232 8.89 24,987
VERIZON COMMUNICATIONS INC COM 2,745 133 5.09 56,145
ORACLE CORP COM 2,564 148 6.13 63,693
CATERPILLAR INC DEL COM 2,474 -261 (9.55) 22,458
WELLS FARGO & CO NEW COM 2,463 247 11.15 47,185
WABTEC CORP COM 2,441 -2,141 (46.73) 29,753
JPMORGAN CHASE & CO COM 2,301 10 .44 41,083
PHILIP MORRIS INTL INC COM 2,277 -85 (3.6) 26,466
PEPSICO INC COM 2,259 242 12 25,162
DU PONT E I DE NEMOURS & CO COM 2,257 2 .09 34,704
DISNEY WALT CO COM DISNEY 2,140 202 10.42 24,536
INTEL CORP COM 1,981 147 8.00 64,142