TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 138
New Positions 17
Increased Positions 57
Decreased Positions 57
Positions with Activity 114
Sold Out Positions 3
Total Mkt Value (in $ millions) 143

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

Sector Weighting

Basic Materials 4.07%
Capital Goods 7.21%
Conglomerates
Consumer Cyclical 1.61%
Consumer/Non-Cyclical 7.62%
Energy 7.34%
Financial 25.21%
Healthcare 11.74%
Services 15.01%
Technology 9.63%
Transportation 3.65%
Utilities 6.9%

138 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
ISHARES TR CORE S&P500 ETF -971 Sold Out 0
WESTERN UN CO COM 251 -820 (76.58) 12,850
LOWES COS INC COM 3,441 -596 (14.75) 46,447
WABTEC CORP COM 4,296 -558 (11.5) 45,278
FREEPORT-MCMORAN INC CL B 621 -260 (29.54) 28,699
SCHLUMBERGER LTD COM 1,451 -253 (14.84) 17,246
CHICAGO BRIDGE & IRON CO N V COM -226 Sold Out 0
SPDR INDEX SHS FDS S&P EMKTSC ETF -199 Sold Out 0
DU PONT E I DE NEMOURS & CO COM 2,515 -153 (5.75) 32,304
GENERAL DYNAMICS CORP COM 1,432 -136 (8.67) 10,320
GLAXOSMITHKLINE PLC SPONSORED ADR 616 -130 (17.44) 12,998
TEREX CORP NEW COM 387 -128 (24.84) 14,115
ISHARES TR SELECT DIVID ETF 707 -117 (14.18) 8,895
BOEING CO COM 1,226 -91 (6.93) 8,129
GILEAD SCIENCES INC COM 920 -88 (8.73) 8,890
PHILIP MORRIS INTL INC COM 2,165 -83 (3.67) 26,093
ECOLAB INC COM 983 -77 (7.26) 8,508
AT&T INC COM 861 -73 (7.76) 24,927
ORACLE CORP COM 2,478 -66 (2.58) 56,548
ALTRIA GROUP INC COM 563 -60 (9.66) 10,008