TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 132
New Positions 6
Increased Positions 21
Decreased Positions 57
Positions with Activity 78
Sold Out Positions 9
Total Mkt Value (in $ millions) 130

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

Sector Weighting

Basic Materials 4.11%
Capital Goods 7.58%
Conglomerates
Consumer Cyclical 0.93%
Consumer/Non-Cyclical 8.05%
Energy 8.8%
Financial 25.14%
Healthcare 11.56%
Services 13.77%
Technology 9.1%
Transportation 3.48%
Utilities 7.5%

57 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WABTEC CORP COM 4,057 -318 (7.26) 51,161
VANGUARD WORLD FDS INF TECH ETF 3,720 -38 (1.02) 37,793
CVS HEALTH CORP COM 3,557 -19 (0.53) 42,198
JOHNSON & JOHNSON COM 3,540 -4 (0.12) 34,330
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 3,297 -535 (13.97) 34,576
LOWES COS INC COM 3,015 -124 (3.97) 54,485
BIOGEN IDEC INC COM 2,981 -127 (4.08) 9,268
PHILIP MORRIS INTL INC COM 2,385 -88 (3.56) 27,088
DU PONT E I DE NEMOURS & CO COM 2,365 -24 (1.01) 34,274
ORACLE CORP COM 2,248 -6 (0.26) 58,048
WELLS FARGO & CO NEW COM 2,091 -4 (0.19) 40,844
INTEL CORP COM 1,906 -25 (1.3) 57,452
AMERICAN TOWER CORP NEW COM 1,567 -38 (2.39) 16,290
NEXTERA ENERGY INC COM 1,523 -12 (0.8) 15,489
DUKE ENERGY CORP NEW COM NEW 1,521 -23 (1.49) 18,936
APPLE INC COM 1,427 -33 (2.24) 13,560
UNITEDHEALTH GROUP INC COM 1,378 -108 (7.26) 15,034
SELECT SECTOR SPDR TR SBI INT-UTILS 1,292 -33 (2.49) 29,003
AMGEN INC COM 1,242 -24 (1.91) 8,436
ANADARKO PETE CORP COM 1,177 -7 (0.61) 12,939


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