TRIANGLE SECURITIES WEALTH MANAGEMENT Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 132
New Positions 6
Increased Positions 21
Decreased Positions 57
Positions with Activity 78
Sold Out Positions 10
Total Mkt Value (in $ millions) 136

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

Sector Weighting

Basic Materials 3.96%
Capital Goods 7.46%
Conglomerates
Consumer Cyclical 0.91%
Consumer/Non-Cyclical 7.82%
Energy 8.08%
Financial 25.46%
Healthcare 11.4%
Services 14.47%
Technology 9.41%
Transportation 3.65%
Utilities 7.38%

132 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
TEVA PHARMACEUTICAL INDS LTD ADR 373 -43 (10.31) 6,525
BROADCOM CORP CL A 519 New 11,975
FIRST CTZNS BANCSHARES INC N C CL A 304 -83 (21.42) 1,192
GOOGLE INC CL A 338 New 629
MONDELEZ INTL INC CL A 335 New 8,893
TYSON FOODS INC CL A 928 New 23,000
MICROSTRATEGY INC CL A NEW 317 New 1,937
NEWBRIDGE BANCORP CL A NO PAR 260 New 30,150
FREEPORT-MCMORAN INC CL B 933 New 40,729
NIKE INC CL B -547 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 427 New 2,820
GOOGLE INC CL C 372 372 New 704
3M CO COM 722 New 4,324
ADOBE SYS INC COM 532 New 7,120
ALTRIA GROUP INC COM 558 New 11,078
AMERICAN EXPRESS CO COM 271 New 2,876
AMERICAN TOWER CORP NEW COM 1,641 -40 (2.39) 16,290
AMGEN INC COM 1,355 -26 (1.91) 8,436
ANADARKO PETE CORP COM 1,075 -7 (0.61) 12,939
APPLE INC COM 1,519 -35 (2.24) 13,560


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