TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 147
New Positions 29
Increased Positions 60
Decreased Positions 68
Positions with Activity 128
Sold Out Positions 10
Total Mkt Value (in $ millions) 156

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

Sector Weighting

Basic Materials 3.02%
Capital Goods 5.19%
Conglomerates
Consumer Cyclical 1.21%
Consumer/Non-Cyclical 8.49%
Energy 6.13%
Financial 34.21%
Healthcare 10.63%
Services 13.49%
Technology 9.82%
Transportation 2.82%
Utilities 4.84%

60 INCREASED Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR SP SMCP600VL ETF 7,068 7,068 New 60,798
VANGUARD WORLD FDS INF TECH ETF 5,515 5,515 New 52,344
EXXON MOBIL CORP COM 5,395 63 1.18 61,285
GENERAL ELECTRIC CO COM 3,767 35 .93 121,921
SCHWAB STRATEGIC TR US MID-CAP ETF 3,285 3,285 New 79,416
SPDR SERIES TRUST S&P INS ETF 3,011 3,011 New 43,402
UNITED TECHNOLOGIES CORP COM 2,896 2 .05 27,785
JPMORGAN CHASE & CO COM 2,857 144 5.30 44,918
ORACLE CORP COM 2,668 47 1.81 66,159
WELLS FARGO & CO NEW COM 2,398 165 7.40 47,574
AMGEN INC COM 2,003 11 .56 12,475
SPECTRA ENERGY CORP COM 1,984 19 .95 63,574
VISA INC COM CL A 1,948 604 44.89 25,078
VANGUARD WORLD FDS CONSUM DIS ETF 1,850 1,850 New 14,960
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 1,733 204 13.34 24,790
AMERICAN TOWER CORP NEW COM 1,729 12 .70 16,608
MERCK & CO INC NEW COM 1,643 26 1.60 29,480
APPLE INC COM 1,631 137 9.18 17,202
SCHLUMBERGER LTD COM 1,575 4 .23 19,742
INTEL CORP COM 1,550 86 5.87 49,812


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