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Triangle Securities Wealth Management

Q1 2022 Holdings

Filed 2022-04-13 | 173 holdings | $11.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Pfizer Inc(PFE)COM717081103$1.5K29,2630.0%
Medtronic PLC(MDT)SHSG5960L103$1.6K14,2350.0%
Invesco Exchange Traded FD T(RSP)S&P500 EQL WGT46137V357$1.6K10,1000.0%
American Tower Corp New(AMT)COM03027X100$1.6K6,3400.0%
Citigroup Inc(C)COM NEW172967424$1.6K30,7120.0%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$1.7K3,6700.0%
US Bancorp del(USB)COM NEW902973304$1.7K31,5760.0%
Comcast Corp New(CMCSA)CL A20030N101$1.7K37,0510.0%
Linde PLC(LIN)SHSG5494J103$1.7K5,4640.0%
Wabtec(WAB)COM929740108$1.7K18,1580.0%
Paypal Hldgs Inc(PYPL)COM70450Y103$1.8K15,2320.0%
Meta Platforms Inc(META)CL A30303M102$1.9K8,3350.0%
Goodyear Tire & Rubr Co(GT)COM382550101$1.9K131,0110.0%
Coca Cola Co(KO)COM191216100$1.9K30,4040.0%
Caterpillar Inc(CAT)COM149123101$1.9K8,5280.0%
Oracle Corp(ORCL)COM68389X105$1.9K23,1080.0%
Broadcom Inc(AVGO)COM11135F101$2.0K3,1050.0%
Wells Fargo Co New(WFC)COM949746101$2.0K40,5660.0%
Ishares TR(IJS)SP SMCP600VL ETF464287879$2.0K19,4600.0%
Amgen Inc(AMGN)COM031162100$2.0K8,3630.0%
Lilly ELI & Co(LLY)COM532457108$2.0K7,1390.0%
Becton Dickinson & Co(BDX)COM075887109$2.1K7,8890.0%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$2.2K45,9950.0%
Verizon Communications Inc(VZ)COM92343V104$2.2K43,0990.0%
Salesforce COM Inc(CRM)COM79466L302$2.2K10,4480.0%
L3harris Technologies Inc(LHX)COM502431109$2.3K9,0720.0%
Dominion Energy Inc(D)COM25746U109$2.3K26,6020.0%
Nextera Energy Inc(NEE)COM65339F101$2.3K27,2030.0%
Emerson Elec Co(EMR)COM291011104$2.3K23,5970.0%
Unitedhealth Group Inc(UNH)COM91324P102$2.5K4,8960.0%
Raytheon Technologies Corp(RTX)COM75513E101$2.7K27,2280.0%
Chevron Corp New(CVX)COM166764100$2.7K16,8160.0%
Enbridge Inc(ENB)COM29250N105$2.8K59,6830.0%
CVS Health Corp(CVS)COM126650100$2.8K27,9570.0%
Goldman Sachs Group Inc(GS)COM38141G104$2.8K8,5840.0%
Bristol-Myers Squibb Co(BMY)COM110122108$2.9K39,1930.0%
Visa Inc(V)COM CL A92826C839$2.9K12,9270.0%
Duke Energy Corp New(DUK)COM NEW26441C204$2.9K26,0110.0%
Procter and Gamble Co(PG)COM742718109$3.0K19,5260.0%
Vanguard Whitehall FDS(VYM)HIGH DIV YLD921946406$3.2K28,7120.0%
BK of America Corp(BAC)COM060505104$3.3K81,0160.0%
Truist Finl Corp(TFC)COM89832Q109$3.4K59,8140.0%
Amazon COM Inc(AMZN)COM023135106$3.4K1,0440.0%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$3.5K9,8410.0%
Pepsico Inc(PEP)COM713448108$3.5K20,8780.0%
Johnson & Johnson(JNJ)COM478160104$3.6K20,0320.0%
Ishares TR(IJH)CORE S&P MCP ETF464287507$3.8K14,0770.0%
Spdr SER TR(KIE)S&P INS ETF78464A789$3.8K91,1560.0%
JPMorgan Chase & Co(JPM)COM46625H100$4.2K30,5520.0%
Exxon Mobil Corp(XOM)COM30231G102$4.2K51,2750.0%
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