TRIANGLE SECURITIES WEALTH MANAGEMENT
1301 ANNAPOLIS DRIVE, RALEIGH, North Carolina, 27608, (919) 838-3224
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 525 |
| New Positions | 51 |
| Increased Positions | 157 |
| Decreased Positions | 134 |
| Positions with Activity | 291 |
| Sold Out Positions | 39 |
| Total Mkt Value (in $ millions) |
136 |
Sector Weighting
| Basic Materials | 4.94% |
| Capital Goods | 7.73% |
| Conglomerates | 0.03% |
| Consumer Cyclical | 1.23% |
| Consumer/Non-Cyclical | 8.01% |
| Energy | 8.59% |
| Financial | 26.59% |
| Healthcare | 9.54% |
| Services | 15.19% |
| Technology | 7.54% |
| Transportation | 3.08% |
| Utilities | 7.49% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
525 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| PPL CORP | COM | 84 | 52 | 164 | 2,640 |
| BP PLC | SPONSORED ADR | 84 | 11 | 14.95 | 1,922 |
| NATIONAL RETAIL PPTYS INC | COM | 84 | -377 | (81.82) | 2,000 |
| CLIFFS NAT RES INC | COM | 83 | 15 | 21.14 | 3,925 |
| ANSYS INC | COM | 83 | New | 1,098 | |
| INGERSOLL-RAND PLC | SHS | 83 | New | 1,420 | |
| WILLIS GROUP HOLDINGS PUBLIC L | SHS | 82 | New | 2,000 | |
| ISHARES TR | IBOXX INV CPBD | 81 | New | 675 | |
| DIAGEO P L C | SPON ADR NEW | 81 | New | 660 | |
| DOW CHEM CO | COM | 80 | 26 | 49.33 | 2,240 |
| UNILEVER N V | N Y SHS NEW | 80 | New | 1,890 | |
| FEDEX CORP | COM | 79 | New | 775 | |
| AGRIUM INC | COM | 78 | New | 865 | |
| SUNTRUST BKS INC | COM | 78 | 78 | New | 2,422 |
| BRISTOW GROUP INC | COM | 77 | New | 1,140 | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 75 | New | 2,250 | |
| SCHEIN HENRY INC | COM | 75 | New | 782 | |
| FRANKLIN ELEC INC | COM | 75 | New | 2,228 | |
| ALLSCRIPTS HEALTHCARE SOLUTNS | COM | 75 | New | 5,300 | |
| FIRST BANCORP N C | COM | 73 | -14 | (16.38) | 5,105 |
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