TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 139
New Positions 17
Increased Positions 57
Decreased Positions 58
Positions with Activity 115
Sold Out Positions 4
Total Mkt Value (in $ millions) 135

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

Sector Weighting

Basic Materials 3.91%
Capital Goods 7.15%
Conglomerates
Consumer Cyclical 1.59%
Consumer/Non-Cyclical 7.68%
Energy 7.58%
Financial 24.9%
Healthcare 12.03%
Services 14.68%
Technology 9.49%
Transportation 3.42%
Utilities 7.56%

139 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COCA COLA CO COM 221 -8 (3.6) 5,359
SCHWAB STRATEGIC TR INTL EQTY ETF 220 -6 (2.61) 7,600
WESTERN UN CO COM 218 -714 (76.58) 12,850
ISHARES TR CORE S&P SCP ETF 218 New 1,980
V F CORP COM 217 217 New 3,130
LINCOLN NATL CORP IND COM 217 New 4,338
UNION PAC CORP COM 217 New 1,848
VANGUARD WORLD FDS HEALTH CAR ETF 215 -18 (7.64) 1,680
SNAP ON INC COM 212 212 New 1,597
NEWBRIDGE BANCORP CL A NO PAR 205 -31 (13.27) 26,150
INTUITIVE SURGICAL INC COM NEW 203 203 New 410
CANADIAN PAC RY LTD COM 202 -7 (3.34) 1,156
VALSPAR CORP COM 198 198 New 2,377
UNITED PARCEL SERVICE INC CL B 188 188 New 1,905
KINDER MORGAN INC DEL WT EXP 052517 86 -19 (17.98) 22,812
CHICAGO BRIDGE & IRON CO N V COM -169 Sold Out 0
ISHARES TR CORE S&P500 ETF -919 Sold Out 0
PROTECTIVE LIFE CORP COM -227 Sold Out 0
SPDR INDEX SHS FDS S&P EMKTSC ETF -193 Sold Out 0