TRIANGLE SECURITIES WEALTH MANAGEMENT
1301 ANNAPOLIS DRIVE, RALEIGH, North Carolina, 27608, (919) 838-3224
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 524 |
| New Positions | 51 |
| Increased Positions | 157 |
| Decreased Positions | 133 |
| Positions with Activity | 290 |
| Sold Out Positions | 39 |
| Total Mkt Value (in $ millions) |
132 |
Sector Weighting
| Basic Materials | 4.83% |
| Capital Goods | 7.7% |
| Conglomerates | 0.03% |
| Consumer Cyclical | 1.26% |
| Consumer/Non-Cyclical | 8.03% |
| Energy | 8.49% |
| Financial | 26.87% |
| Healthcare | 9.54% |
| Services | 15.23% |
| Technology | 7.64% |
| Transportation | 3.05% |
| Utilities | 7.29% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
524 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | 1,589 | -99 | (5.87) | 13,209 |
| COACH INC | COM | 1,583 | 198 | 14.28 | 27,054 |
| DISNEY WALT CO | COM DISNEY | 1,565 | -3 | (0.2) | 24,536 |
| FIRST CTZNS BANCSHARES INC N C | CL A | 1,550 | -682 | (30.55) | 7,729 |
| GOLDMAN SACHS GROUP INC | COM | 1,481 | -9 | (0.6) | 9,088 |
| NEXTERA ENERGY INC | COM | 1,415 | -84 | (5.61) | 17,749 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 1,386 | -69 | (4.75) | 36,465 |
| FREEPORT-MCMORAN COPPER & GOLD | COM | 1,369 | 7 | .51 | 46,303 |
| DUKE ENERGY CORP NEW | COM NEW | 1,358 | -236 | (14.78) | 20,084 |
| ISHARES TR | DJ SEL DIV INX | 1,315 | 34 | 2.68 | 20,295 |
| PROCTER & GAMBLE CO | COM | 1,307 | 22 | 1.68 | 16,751 |
| GENERAL ELECTRIC CO | COM | 1,290 | 26 | 2.05 | 54,849 |
| UNITEDHEALTH GROUP INC | COM | 1,255 | 93 | 8.05 | 19,671 |
| CULLEN FROST BANKERS INC | COM | 1,237 | New | 19,470 | |
| AMERICAN TOWER CORP NEW | COM | 1,193 | -15 | (1.25) | 15,426 |
| DOMINION RES INC VA NEW | COM | 1,120 | 60 | 5.70 | 19,980 |
| TYSON FOODS INC | CL A | 1,102 | -100 | (8.3) | 43,100 |
| ANADARKO PETE CORP | COM | 1,096 | -4 | (0.39) | 12,730 |
| GENERAL DYNAMICS CORP | COM | 1,084 | -45 | (4.01) | 13,895 |
| AMGEN INC | COM | 1,016 | New | 10,430 |
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