TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 130
New Positions 6
Increased Positions 73
Decreased Positions 52
Positions with Activity 125
Sold Out Positions 15
Total Mkt Value (in $ millions) 133

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

Sector Weighting

Basic Materials 4.8%
Capital Goods 8.45%
Conglomerates
Consumer Cyclical 1.29%
Consumer/Non-Cyclical 7.85%
Energy 8.61%
Financial 27.2%
Healthcare 10.56%
Services 14.78%
Technology 7.52%
Transportation 1.81%
Utilities 7.14%

130 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FIRST CTZNS BANCSHARES INC N C CL A 1,836 1,476 409.49 7,729
FREEPORT-MCMORAN COPPER & GOLD COM 1,792 228 14.55 46,303
NEXTERA ENERGY INC COM 1,757 194 12.45 17,749
TYSON FOODS INC CL A 1,710 500 41.31 43,100
CHEVRON CORP NEW COM 1,697 -294 (14.79) 13,209
UNITEDHEALTH GROUP INC COM 1,630 268 19.71 19,671
GENERAL DYNAMICS CORP COM 1,624 283 21.09 13,895
SELECT SECTOR SPDR TR SBI INT-UTILS 1,562 271 21.01 36,465
ISHARES SELECT DIVID ETF 1,543 321 26.29 20,295
CULLEN FROST BANKERS INC COM 1,538 81 5.57 19,470
GOLDMAN SACHS GROUP INC COM 1,498 274 22.35 9,088
TARGET CORP COM 1,488 150 11.24 24,801
SCHLUMBERGER LTD COM 1,481 -136 (8.44) 12,911
GENERAL ELECTRIC CO COM 1,456 -50 (3.3) 54,849
DUKE ENERGY CORP NEW COM NEW 1,449 99 7.33 20,084
AMERICAN TOWER CORP NEW COM 1,414 -145 (9.32) 15,426
DOMINION RES INC VA NEW COM 1,389 99 7.64 19,980
POLARIS INDS INC COM 1,369 270 24.57 10,370
PROCTER & GAMBLE CO COM 1,360 199 17.18 16,751
ANADARKO PETE CORP COM 1,334 -12 (0.89) 12,730