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) 128

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

Sector Weighting

Basic Materials 4.7%
Capital Goods 8.91%
Conglomerates
Consumer Cyclical 1.35%
Consumer/Non-Cyclical 7.99%
Energy 8.55%
Financial 27.09%
Healthcare 10.22%
Services 14.97%
Technology 7.26%
Transportation 1.72%
Utilities 7.25%

130 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
WABTEC CORP COM 2,198 -1,929 (46.73) 29,753
ISHARES CORE S&P500 ETF -797 Sold Out 0
UNILEVER PLC SPON ADR NEW 296 -641 (68.41) 6,700
CHICAGO BRIDGE & IRON CO N V COM -469 Sold Out 0
MASCO CORP COM -317 Sold Out 0
CHEVRON CORP NEW COM 1,634 -283 (14.79) 13,209
AMERICAN EXPRESS CO COM -248 Sold Out 0
QUALCOMM INC COM 649 -244 (27.36) 7,980
CATERPILLAR INC DEL COM 2,309 -244 (9.55) 22,458
LINCOLN NATL CORP IND COM -234 Sold Out 0
KINDER MORGAN INC DEL COM 473 -234 (33.05) 14,021
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -230 Sold Out 0
AT&T INC COM 734 -227 (23.63) 20,372
COCA COLA CO COM -224 Sold Out 0
SPECTRA ENERGY CORP COM -222 Sold Out 0
PETSMART INC COM 239 -218 (47.7) 3,580
COLGATE PALMOLIVE CO COM 224 -217 (49.2) 3,350
LOCKHEED MARTIN CORP COM -216 Sold Out 0
ISHARES CORE S&P SCP ETF -214 Sold Out 0
SYSCO CORP COM -210 Sold Out 0