Triangle Securities Wealth Management (1541353) Portfolio


Number of Companies: 104
Inflow: $3,804 K
Outflow: $-13,035 K
Net Flow: $-9,231 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
1 1 Nextera Energy Inc (NEE) Integrated Utilities 10,642 New Holding 10,642 $130.40 $1,387 $1,387
3072 34 Microsoft Corp (MSFT) Infrastructure Software 38,196 Added More 26,810 $51.17 $1,371 $1,954
2905 5 Amerisourcebergen Corp (ABC) Health Care Supply Chain 6,705 New Holding 6,705 $79.32 $531 $531
176 9 Bbandt Corp (BBT) Banks 40,520 Added More 4,359 $35.61 $155 $1,442
2996 7 Target Corp (TGT) Mass Merchants 21,404 Added More 1,875 $69.82 $130 $1,494
2790 12 Royal Bank Of Canada (RY) Diversified Banks 8,751 Added More 1,449 $59.09 $85 $517
2959 33 Duke Energy Corp (DUK) Integrated Utilities 29,486 Added More 651 $85.79 $55 $2,529
2987 27 Nike Inc -Cl B (NKE) Apparel Footwear And Acc Design 8,110 Added More 759 $55.20 $41 $447
3062 63 Atandt Inc (T) Telecom Carriers 24,288 Added More 564 $43.21 $24 $1,049
2990 40 Mondelez International Inc-A (MDLZ) Packaged Food 9,243 Added More 325 $45.51 $14 $420
3031 8 Pfizer Inc (PFE) Large Pharma 18,947 Added More 102 $35.21 $3 $667
2778 11 Bank Of America Corp (BAC) Diversified Banks 38,391 Added More 38 $13.27 $0 $509
3027 7 Comcast Corp-Class A (CMCSA) Cable And Satellite 3,313 No Change 0 $65.19 $0 $215
3019 8 Union Pacific Corp (UNP) Rail Freight 2,890 No Change 0 $87.25 $0 $252
3035 2 United Parcel Service-Cl B (UPS) Courier Services 1,955 No Change 0 $107.72 $0 $210
3047 19 Honeywell International Inc (HON) Comml And Res Bldg Equip And Sys 5,144 No Change 0 $116.32 $0 $598
2909 5 Reynolds American Inc (RAI) Tobacco 5,043 No Change 0 $53.93 $0 $271
2936 25 Ppg Industries Inc (PPG) Specialty Chemicals 4,066 No Change 0 $104.15 $0 $423
3060 21 Blackrock Inc (BLK) Investment Management 917 No Change 0 $342.53 $0 $314
3029 24 Coca-Cola Cothe (KO) Beverages 7,017 No Change 0 $45.33 $0 $318
2467 20 Valspar Corpthe (VAL) Specialty Chemicals 2,304 No Change 0 $108.03 $0 $248
2836 19 Snap-On Inc (SNA) Home Improvement 1,472 No Change 0 $157.82 $0 $232
3005 17 Lowes Cos Inc (LOW) Home Products Stores 37,687 Sold Some -40 $79.17 $-3 $2,983
3067 10 Lockheed Martin Corp (LMT) Defense Primes 1,179 Sold Some -15 $248.17 $-3 $292
3066 59 Amgen Inc (AMGN) Biotech 12,445 Sold Some -30 $152.15 $-4 $1,893
228 2 Microstrategy Inc-Cl A (MSTR) Infrastructure Software 1,877 Sold Some -60 $175.02 $-10 $328
2944 1 Emerson Electric Co (EMR) Industrial Automation Controls 19,991 Sold Some -225 $52.16 $-11 $1,042
3070 18 Home Depot Inc (HD) Home Products Stores 1,812 Sold Some -110 $127.69 $-14 $231
3034 27 Sherwin-Williams Cothe (SHW) Specialty Chemicals 1,906 Sold Some -57 $293.67 $-16 $559
2850 27 Southern Cothe (SO) Integrated Utilities 3,762 Sold Some -320 $53.63 $-17 $201
2522 17 Diageo Plc (DEO) Beverages 4,440 Sold Some -165 $112.88 $-18 $501
3014 6 Bristol-Myers Squibb Co (BMY) Large Pharma 13,289 Sold Some -262 $73.55 $-19 $977
3033 16 Goldman Sachs Group Inc (GS) Institutional Brokerage 7,254 Sold Some -150 $148.58 $-22 $1,077
727 55 First Citizens Bcshs -Cl A (FCNCA) Banks 1,067 Sold Some -100 $258.91 $-25 $276
2956 32 Dominion Resources Incva (D) Integrated Utilities 16,118 Sold Some -340 $77.93 $-26 $1,256
3025 1 Fedex Corp (FDX) Courier Services 2,381 Sold Some -175 $151.78 $-26 $361
3022 6 Altria Group Inc (MO) Tobacco 12,631 Sold Some -420 $68.96 $-28 $871
175 2 3m Co (MMM) Containers And Packaging 4,295 Sold Some -170 $175.12 $-29 $752
2 1 Yahoo Inc (YHOO) Internet Media 6,430 Sold Some -950 $37.56 $-35 $241
3068 39 Mcdonalds Corp (MCD) Restaurants 3,063 Sold Some -340 $120.34 $-40 $368
2998 8 Express Scripts Holding Co (ESRX) Health Care Supply Chain 11,111 Sold Some -630 $75.80 $-47 $842
3051 57 Gilead Sciences Inc (GILD) Biotech 7,317 Sold Some -580 $83.42 $-48 $610
3050 14 Wells Fargo And Co (WFC) Diversified Banks 46,535 Sold Some -1,039 $47.33 $-49 $2,202
2920 268 Us Bancorp (USB) Banks 32,541 Sold Some -1,255 $40.33 $-50 $1,312
2549 16 Unilever Plc (UL) Household Products 19,792 Sold Some -1,090 $47.91 $-52 $948
3011 13 Citigroup Inc (C) Diversified Banks 16,407 Sold Some -1,240 $42.39 $-52 $695
2865 6 Norfolk Southern Corp (NSC) Rail Freight 4,577 Sold Some -650 $85.13 $-55 $389
3023 7 Merck And Co Inc (MRK) Large Pharma 28,505 Sold Some -975 $57.61 $-56 $1,642
2951 12 Ecolab Inc (ECL) Other Commercial Services 5,873 Sold Some -510 $118.60 $-60 $696
2934 30 Praxair Inc (PX) Basic And Diversified Chemicals 7,089 Sold Some -560 $112.39 $-62 $796
3054 25 Intuitive Surgical Inc (ISRG) Medical Equipment 310 Sold Some -100 $661.41 $-66 $205
3071 42 Intl Business Machines Corp (IBM) It Services 2,953 Sold Some -457 $151.78 $-69 $448
2977 67 Qualcomm Inc (QCOM) Semiconductor Devices 9,602 Sold Some -1,325 $53.57 $-70 $514
21 1 Ball Corp (BLL) Containers And Packaging 3,490 Sold Some -1,130 $72.29 $-81 $252
3079 54 Apple Inc (AAPL) Communications Equipment 16,312 Sold Some -890 $95.60 $-85 $1,559
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 23,878 Sold Some -1,200 $74.17 $-89 $1,771
2410 8 Polaris Industries Inc (PII) Recreational Vehicles 8,317 Sold Some -1,245 $81.76 $-101 $679
2985 20 Colgate-Palmolive Co (CL) Household Products 13,057 Sold Some -1,500 $73.20 $-109 $955
9 1 Devon Energy Corp (DVN) Exploration And Production 11,559 Sold Some -3,040 $36.25 $-110 $419
3056 27 Boeing Cothe (BA) Aircraft And Parts 4,790 Sold Some -870 $129.87 $-112 $622
2931 30 Capital One Financial Corp (COF) Consumer Finance 10,026 Sold Some -1,780 $63.51 $-113 $636
3017 8 Wal-Mart Stores Inc (WMT) Mass Merchants 10,463 Sold Some -1,585 $73.02 $-115 $764
2763 22 L-3 Communications Holdings (LLL) Aircraft And Parts 5,941 Sold Some -805 $146.69 $-118 $871
2935 78 Anadarko Petroleum Corp (APC) Exploration And Production 6,400 Sold Some -2,235 $53.25 $-119 $340
2692 18 Spectra Energy Corp (SE) Midstream Oil And Gas 60,304 Sold Some -3,270 $36.63 $-119 $2,208
2895 36 Tyson Foods Inc-Cl A (TSN) Packaged Food 13,250 Sold Some -1,875 $66.79 $-125 $884
3006 19 Becton Dickinson And Co (BDX) Health Care Supplies 4,286 Sold Some -745 $169.59 $-126 $726
3009 8 General Dynamics Corp (GD) Defense Primes 8,099 Sold Some -950 $139.24 $-132 $1,127
3059 25 Pepsico Inc (PEP) Beverages 19,391 Sold Some -1,325 $105.94 $-140 $2,054
74 1 Terex Corp (TEX) Construction And Mining Machinery 0 Sold All -8,523 $20.31 $-173 $0
370 4 Baxter International Inc (BAX) Health Care Supplies 12,745 Sold Some -3,910 $45.22 $-176 $576
2993 54 Schlumberger Ltd (SLB) Oil And Gas Services And Equip 17,367 Sold Some -2,375 $79.08 $-187 $1,373
3061 12 Chevron Corp (CVX) Integrated Oils 13,738 Sold Some -1,820 $104.83 $-190 $1,440
2894 15 Morgan Stanley (MS) Institutional Brokerage 13,432 Sold Some -7,430 $25.98 $-193 $348
2738 24 Western Union Co (WU) Consumer Finance 0 Sold All -10,150 $19.18 $-194 $0
2770 8 Caterpillar Inc (CAT) Construction And Mining Machinery 6,859 Sold Some -2,695 $75.81 $-204 $519
3049 6 General Electric Co (GE) Electrical Power Equipment 115,357 Sold Some -6,564 $31.48 $-206 $3,631
2739 9 Teva Pharmaceutical (TEVA) Generic Pharma 0 Sold All -4,124 $50.23 $-207 $0
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 53,223 Sold Some -3,727 $55.84 $-208 $2,971
3016 38 Starbucks Corp (SBUX) Restaurants 5,102 Sold Some -3,704 $57.12 $-211 $291
2952 26 Du Pont Ei De Nemours (DD) Specialty Chemicals 29,484 Sold Some -3,490 $64.80 $-226 $1,910
2592 79 Adobe Systems Inc (ADBE) Application Software 2,500 Sold Some -2,435 $95.79 $-233 $239
2976 33 Oracle Corp (ORCL) Infrastructure Software 60,216 Sold Some -5,943 $40.93 $-243 $2,464
1589 2 Wabtec Corp (WAB) Railroad Rolling Stock 32,348 Sold Some -3,790 $70.23 $-266 $2,271
2879 26 Vf Corp (VFC) Apparel Footwear And Acc Design 0 Sold All -4,393 $61.49 $-270 $0
3004 37 Yum Brands Inc (YUM) Restaurants 9,149 Sold Some -3,280 $82.92 $-271 $758
3020 26 United Technologies Corp (UTX) Aircraft And Parts 25,005 Sold Some -2,780 $102.55 $-285 $2,564
2989 128 American Tower Corp (AMT) Reit 14,088 Sold Some -2,520 $113.61 $-286 $1,600
3077 22 Procter And Gamble Cothe (PG) Household Products 24,151 Sold Some -3,385 $84.67 $-286 $2,044
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 58,223 Sold Some -3,062 $93.74 $-287 $5,457
3053 58 Biogen Inc (BIIB) Biotech 7,670 Sold Some -1,195 $241.82 $-288 $1,854
3021 55 Celgene Corp (CELG) Biotech 0 Sold All -2,931 $98.63 $-289 $0
2576 16 Masco Corp (MAS) Home Improvement 0 Sold All -9,421 $30.94 $-291 $0
2580 8 Discovery Communications-C (DISCK) Entertainment Content 0 Sold All -13,652 $23.85 $-325 $0
3030 69 Intel Corp (INTC) Semiconductor Devices 39,754 Sold Some -10,058 $32.80 $-329 $1,303
3064 14 Walt Disney Cothe (DIS) Entertainment Content 28,089 Sold Some -3,410 $97.82 $-333 $2,747
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 39,002 Sold Some -5,916 $62.14 $-367 $2,423
3076 10 Johnson And Johnson (JNJ) Large Pharma 30,240 Sold Some -3,201 $121.30 $-388 $3,668
3063 12 Unitedhealth Group Inc (UNH) Managed Care 8,575 Sold Some -2,950 $141.20 $-416 $1,210
3065 7 Philip Morris International (PM) Tobacco 20,719 Sold Some -4,216 $101.72 $-428 $2,107
2633 17 Emc Corpma (EMC) Computer Hardware And Storage 25,951 Sold Some -16,085 $27.17 $-437 $705
2683 22 Quest Diagnostics Inc (DGX) Health Care Services 6,733 Sold Some -5,397 $81.41 $-439 $548
2930 31 Exelon Corp (EXC) Integrated Utilities 0 Sold All -12,864 $36.36 $-467 $0
3032 17 Cvs Health Corp (CVS) Food And Drug Stores 27,080 Sold Some -5,462 $95.74 $-522 $2,592