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) 136

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

Sector Weighting

Basic Materials 3.99%
Capital Goods 7.66%
Conglomerates
Consumer Cyclical 0.95%
Consumer/Non-Cyclical 7.95%
Energy 8.32%
Financial 25.24%
Healthcare 11.28%
Services 14.19%
Technology 9.24%
Transportation 3.75%
Utilities 7.43%

6 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 884 884 New 12,580
GOOGLE INC CL C 380 380 New 704
LOCKHEED MARTIN CORP COM 231 231 New 1,220
UNION PAC CORP COM 228 228 New 1,848
WAL-MART STORES INC COM 222 222 New 2,616
HOME DEPOT INC COM 213 213 New 2,181


Create your free portfolio