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 4.71%
Capital Goods 8.95%
Conglomerates
Consumer Cyclical 1.38%
Consumer/Non-Cyclical 7.95%
Energy 8.54%
Financial 27.1%
Healthcare 10.34%
Services 14.93%
Technology 7.18%
Transportation 1.72%
Utilities 7.2%

130 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
AMERICAN EXPRESS CO COM -251 Sold Out 0
CHICAGO BRIDGE & IRON CO N V COM -470 Sold Out 0
COCA COLA CO COM -224 Sold Out 0
GOOGLE INC CL A -197 Sold Out 0
GOOGLE INC CL C -193 Sold Out 0
ISHARES CORE S&P500 ETF -802 Sold Out 0
ISHARES CORE S&P SCP ETF -215 Sold Out 0
LINCOLN NATL CORP IND COM -237 Sold Out 0
LOCKHEED MARTIN CORP COM -218 Sold Out 0
MASCO CORP COM -318 Sold Out 0
OCCIDENTAL PETE CORP DEL COM -203 Sold Out 0
ONE GAS INC COM -84 Sold Out 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -230 Sold Out 0
SPECTRA ENERGY CORP COM -221 Sold Out 0
SYSCO CORP COM -212 Sold Out 0
KINDER MORGAN INC DEL WT EXP 052517 20 -17 (45.6) 10,505
INTUITIVE SURGICAL INC COM NEW 153 153 New 410
SOUTHERN CO COM 218 218 New 4,827
COLGATE PALMOLIVE CO COM 221 -214 (49.2) 3,350
BROADCOM CORP CL A 231 -132 (36.34) 7,585