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) 129

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

Sector Weighting

Basic Materials 4.69%
Capital Goods 8.89%
Conglomerates
Consumer Cyclical 1.39%
Consumer/Non-Cyclical 7.95%
Energy 8.51%
Financial 27.06%
Healthcare 10.4%
Services 14.94%
Technology 7.24%
Transportation 1.73%
Utilities 7.19%

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 2,225 -1,952 (46.73) 29,753
ISHARES CORE S&P500 ETF -803 Sold Out 0
UNILEVER PLC SPON ADR NEW 295 -639 (68.41) 6,700
CHICAGO BRIDGE & IRON CO N V COM -474 Sold Out 0
MASCO CORP COM -320 Sold Out 0
CHEVRON CORP NEW COM 1,638 -284 (14.79) 13,209
AMERICAN EXPRESS CO COM -250 Sold Out 0
CATERPILLAR INC DEL COM 2,329 -246 (9.55) 22,458
QUALCOMM INC COM 643 -242 (27.36) 7,980
LINCOLN NATL CORP IND COM -236 Sold Out 0
KINDER MORGAN INC DEL COM 469 -232 (33.05) 14,021
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -230 Sold Out 0
AT&T INC COM 739 -229 (23.63) 20,372
COCA COLA CO COM -224 Sold Out 0
PETSMART INC COM 243 -222 (47.7) 3,580
SPECTRA ENERGY CORP COM -220 Sold Out 0
ISHARES CORE S&P SCP ETF -216 Sold Out 0
COLGATE PALMOLIVE CO COM 222 -215 (49.2) 3,350
SYSCO CORP COM -212 Sold Out 0
LOCKHEED MARTIN CORP COM -211 Sold Out 0