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) 140

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

Sector Weighting

Basic Materials 3.88%
Capital Goods 7.1%
Conglomerates
Consumer Cyclical 1.57%
Consumer/Non-Cyclical 7.36%
Energy 7.27%
Financial 25.42%
Healthcare 12.06%
Services 15.2%
Technology 9.36%
Transportation 3.69%
Utilities 7.08%

138 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
CHICAGO BRIDGE & IRON CO N V COM -241 Sold Out 0
ISHARES TR CORE S&P500 ETF -951 Sold Out 0
SPDR INDEX SHS FDS S&P EMKTSC ETF -196 Sold Out 0
INTUITIVE SURGICAL INC COM NEW 207 207 New 410
GOOGLE INC CL A 321 -28 (7.95) 579
GOOGLE INC CL C 493 107 27.70 899
CANADIAN PAC RY LTD COM 211 -7 (3.34) 1,156
FIRST CTZNS BANCSHARES INC N C CL A 310 New 1,192
LOCKHEED MARTIN CORP COM 248 New 1,220
SNAP ON INC COM 235 235 New 1,597
CUMMINS INC COM 232 232 New 1,674
VANGUARD WORLD FDS HEALTH CAR ETF 228 -19 (7.64) 1,680
UNION PAC CORP COM 200 New 1,848
UNITED PARCEL SERVICE INC CL B 185 185 New 1,905
MICROSTRATEGY INC CL A NEW 328 New 1,937
ISHARES TR S&P MC 400GR ETF 334 New 1,950
ISHARES TR CORE S&P SCP ETF 234 New 1,980
SHERWIN WILLIAMS CO COM 610 .05 2,143
HOME DEPOT INC COM 248 New 2,181
VANGUARD INDEX FDS SMALL CP ETF 277 New 2,260


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