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Carolinas Wealth Consulting

Latest statistics and disclosures from Carolinas Wealth Consulting's latest quarterly 13F-HR filing:

Top 5 stock holdings are VONG, BIV, VOO, SCHD, IWF, and represent 27.89% of Carolinas Wealth Consulting's stock portfolio.
Added to shares of these 10 stocks: AVGO, BRK.B, VONV, JPST, NVDA, SPHQ, SOFI, VTV, BAC, HD.
Started 73 new stock positions in BIO, CEF, TER, ALNY, GEN, WYNN, HLN, AEM, Natixis Etf Tr loomis sayles, Te Connectivity.
Reduced shares in these 10 stocks: VIG, VONG, , ABT, IWF, ITM, AOD, MO, IWN, VNQ.
Sold out of its positions in AGCO, AMLP, AOD, BIRD, AFT, BLK, CTS, CRL, COHR, CNMD.
Carolinas Wealth Consulting was a net buyer of stock by $3.8M.
Carolinas Wealth Consulting has $551M in assets under management (AUM), dropping by 6.40%.
Central Index Key (CIK): 0001803425

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Portfolio Holdings for Carolinas Wealth Consulting

Carolinas Wealth Consulting holds 1052 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Carolinas Wealth Consulting has 1052 total positions. Only the first 250 positions are shown.

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Download the Carolinas Wealth Consulting September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	7.7	$43M		476k	89.31	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	5.8	$32M		407k	78.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.4	$30M		56k	529.30	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.6	$26M		301k	84.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.4	$24M		64k	375.38	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	4.2	$23M	+2%	280k	83.33	View chart
Apple (AAPL)	3.8	$21M		91k	233.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.3	$18M	-4%	91k	198.89	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.6	$15M		25k	575.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.5	$14M		74k	189.80	View chart
Microsoft Corporation (MSFT)	2.5	$14M		32k	430.30	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	2.0	$11M		186k	60.85	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.8	$9.7M		58k	166.82	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.7	$9.4M	+5%	185k	50.74	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.6	$9.0M		13.00	691180.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$8.7M	+11%	19k	460.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$8.7M		31k	284.03	View chart
Meta Platforms Cl A (META)	1.6	$8.6M		15k	572.42	View chart
Pinnacle Financial Partners (PNFP)	1.4	$8.0M		82k	97.97	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.4	$7.6M		27k	284.00	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	1.3	$7.3M		185k	39.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$7.1M		149k	47.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$6.9M		12k	576.81	View chart
Amazon (AMZN)	1.2	$6.9M		37k	186.33	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.2	$6.6M	+2%	376k	17.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$5.8M	+2%	109k	52.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$5.1M		31k	167.19	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$5.0M	+3%	87k	58.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$4.8M		58k	83.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$4.8M		27k	179.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$4.5M		27k	165.85	View chart
NVIDIA Corporation (NVDA)	0.8	$4.4M	+11%	36k	121.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$3.7M		17k	220.89	View chart
Duke Energy Corp Com New (DUK)	0.6	$3.5M	+4%	31k	115.30	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.6	$3.1M	-3%	21k	147.15	View chart
Bank of America Corporation (BAC)	0.5	$2.9M	+9%	74k	39.68	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$2.5M	+2%	58k	42.77	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$2.5M		67k	36.59	View chart
Broadcom (AVGO)	0.4	$2.3M	+893%	13k	172.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$2.1M		11k	197.16	View chart
Abbvie (ABBV)	0.4	$2.1M	+4%	11k	197.48	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$2.1M	+2%	22k	95.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$2.1M		16k	128.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$2.0M		5.2k	383.90	View chart
Abbott Laboratories (ABT)	0.4	$1.9M	-17%	17k	114.01	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$1.9M	-3%	12k	153.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.8M		16k	116.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.7M	+4%	3.4k	488.74	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$1.6M	+2%	47k	34.79	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.3	$1.6M	+2%	137k	11.66	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.6M	+23%	8.9k	174.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$1.5M	-9%	20k	78.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.5M		6.3k	237.90	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.5M	+7%	4.6k	314.34	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$1.3M		18k	72.63	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.3M	+34%	19k	67.27	View chart
Philip Morris International (PM)	0.2	$1.3M	-8%	11k	122.75	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$1.3M	+2%	47k	26.97	View chart
UnitedHealth (UNH)	0.2	$1.3M	-3%	2.1k	584.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.2M		5.1k	243.03	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.2M		5.9k	210.85	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.2M		15k	80.37	View chart
Tesla Motors (TSLA)	0.2	$1.2M	+7%	4.7k	261.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.2M		20k	62.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.1M	-12%	12k	98.23	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$1.1M	-6%	15k	74.14	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.2	$1.1M		15k	70.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.0M		3.8k	263.82	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$993k		1.7k	571.26	View chart
Avidxchange Holdings (AVDX)	0.2	$968k		119k	8.11	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$962k		6.2k	154.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$933k	-2%	7.4k	125.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$910k		12k	78.04	View chart
Exxon Mobil Corporation (XOM)	0.2	$884k	-8%	7.5k	117.21	View chart
Costco Wholesale Corporation (COST)	0.2	$873k		986.00	885.71	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.2	$832k	+6%	8.1k	103.26	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.1	$811k		14k	56.73	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$804k		2.3k	353.38	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$795k	+8%	16k	51.12	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$789k	+15%	17k	45.86	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$774k	+2%	3.9k	200.77	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$759k		22k	34.37	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$736k		3.6k	207.24	View chart
Home Depot (HD)	0.1	$729k	+43%	1.8k	404.99	View chart
Procter & Gamble Company (PG)	0.1	$717k	+17%	84k	8.55	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$708k	-2%	5.4k	131.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$700k	-8%	1.2k	587.32	View chart
Kkr & Co (KKR)	0.1	$695k	+8%	5.3k	130.56	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$678k	+11%	29k	23.19	View chart
Skechers U S A Cl A (SKX)	0.1	$669k	+42%	10k	66.92	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$664k		14k	47.53	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$660k		10k	63.46	View chart
Ford Motor Company (F)	0.1	$645k	+2%	61k	10.56	View chart
Stryker Corporation (SYK)	0.1	$644k	+9%	1.8k	362.00	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$627k		2.3k	267.32	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$622k		6.0k	104.17	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.1	$616k		3.8k	164.13	View chart
Chevron Corporation (CVX)	0.1	$603k		4.1k	147.27	View chart
LeMaitre Vascular (LMAT)	0.1	$582k	+6%	6.3k	92.89	View chart
Altria (MO)	0.1	$572k	-25%	11k	52.06	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$567k		9.9k	57.41	View chart
International Business Machines (IBM)	0.1	$555k		2.5k	221.02	View chart
Centrus Energy Corp Cl A (LEU)	0.1	$549k		10k	54.85	View chart
CVS Caremark Corporation (CVS)	0.1	$539k		8.6k	62.88	View chart
Pepsi (PEP)	0.1	$526k		3.1k	170.00	View chart
At&t (T)	0.1	$523k		24k	22.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$523k	-7%	7.0k	75.10	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$511k		7.1k	71.76	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$504k		3.5k	145.56	View chart
Enbridge (ENB)	0.1	$500k	+22%	12k	40.61	View chart
Nucor Corporation (NUE)	0.1	$492k		3.3k	150.30	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$480k	+12%	2.7k	179.29	View chart
Skyline Corporation (SKY)	0.1	$474k		5.0k	94.85	View chart
Marsh & McLennan Companies (MMC)	0.1	$472k	+4%	2.1k	223.06	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$471k		1.1k	424.37	View chart
Nextera Energy (NEE)	0.1	$466k		5.5k	84.52	View chart
Lockheed Martin Corporation (LMT)	0.1	$466k		798.00	584.01	View chart
Raytheon Technologies Corp (RTX)	0.1	$464k	+10%	3.8k	121.15	View chart
Southern Company (SO)	0.1	$461k		5.1k	90.18	View chart
Truist Financial Corp equities (TFC)	0.1	$457k	+89%	11k	42.77	View chart
Ecolab (ECL)	0.1	$457k	-5%	1.8k	255.89	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$447k		3.3k	135.05	View chart
Honeywell International (HON)	0.1	$438k	-17%	2.1k	206.67	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$436k		1.3k	345.55	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$435k	-2%	4.7k	91.93	View chart
Tidal Etf Tr Gotham 1000 Valu (GVLU)	0.1	$433k		17k	24.81	View chart
Visa Com Cl A (V)	0.1	$433k	-21%	1.6k	274.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$411k		6.3k	64.73	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$401k		7.8k	51.50	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$396k		17k	23.45	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$394k		8.3k	47.52	View chart
Carrier Global Corporation (CARR)	0.1	$390k	+26%	4.9k	80.49	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$389k	+21%	7.1k	54.98	View chart
Merck & Co (MRK)	0.1	$389k	+48%	3.4k	114.24	View chart
Johnson & Johnson (JNJ)	0.1	$370k		2.3k	161.99	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$369k	-30%	3.4k	108.62	View chart
Wal-Mart Stores (WMT)	0.1	$363k	+5%	4.5k	80.75	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$361k		3.1k	117.26	View chart
Cdw (CDW)	0.1	$345k		1.5k	226.30	View chart
Automatic Data Processing (ADP)	0.1	$343k		1.2k	278.00	View chart
Eaton Corp SHS (ETN)	0.1	$339k	+23%	1.0k	331.29	View chart
Broadridge Financial Solutions (BR)	0.1	$336k		1.6k	215.82	View chart
Apollo Global Mgmt (APO)	0.1	$332k	+23%	2.7k	124.90	View chart
Illinois Tool Works (ITW)	0.1	$331k		1.3k	263.47	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$315k		2.9k	107.66	View chart
Sofi Technologies (SOFI)	0.1	$314k	NEW	40k	7.86	View chart
Palo Alto Networks (PANW)	0.1	$314k		920.00	341.50	View chart
3M Company (MMM)	0.1	$313k		2.3k	136.67	View chart
Lowe's Companies (LOW)	0.1	$310k		1.1k	270.84	View chart
Nuveen Floating Rate Income Fund (JFR)	0.1	$307k	+80%	34k	8.90	View chart
Tompkins Financial Corporation (TMP)	0.1	$298k		5.2k	57.78	View chart
Intuitive Surgical Com New (ISRG)	0.1	$297k	-10%	605.00	491.17	View chart
Netflix (NFLX)	0.1	$291k	+6%	411.00	708.14	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.1	$289k		121k	2.39	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$287k		2.3k	123.62	View chart
TJX Companies (TJX)	0.1	$287k		2.4k	117.49	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$284k	+5%	4.5k	63.00	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$279k		1.2k	225.67	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$272k		1.0k	260.07	View chart
RPM International (RPM)	0.0	$260k	-8%	2.2k	120.96	View chart
Mastercard Incorporated Cl A (MA)	0.0	$257k	+26%	521.00	493.02	View chart
Thermo Fisher Scientific (TMO)	0.0	$257k	-3%	415.00	618.58	View chart
Coca-Cola Company (KO)	0.0	$257k	+10%	3.5k	72.34	View chart
Walt Disney Company (DIS)	0.0	$256k	+2%	9.6k	26.56	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.0	$252k		5.0k	50.46	View chart
Intuit (INTU)	0.0	$250k	-11%	403.00	619.69	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$245k		4.8k	51.22	View chart
Eli Lilly & Co. (LLY)	0.0	$237k	-16%	268.00	882.88	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$234k	+62%	2.4k	99.45	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$231k	+849%	36k	6.35	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$229k		2.1k	110.63	View chart
Waste Management (WM)	0.0	$227k		1.1k	207.47	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$224k	+28%	4.5k	49.70	View chart
Vanguard World Health Car Etf (VHT)	0.0	$223k		788.00	283.07	View chart
Verizon Communications (VZ)	0.0	$223k		5.0k	44.90	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$221k		799.00	276.75	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$221k		2.3k	95.45	View chart
Norfolk Southern (NSC)	0.0	$214k	-13%	860.00	248.49	View chart
Micron Technology (MU)	0.0	$211k	-31%	2.0k	103.67	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$206k		1.9k	105.99	View chart
ResMed (RMD)	0.0	$205k	-6%	838.00	244.12	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$198k	+3606%	3.6k	54.93	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$197k	-2%	1.5k	135.37	View chart
Enterprise Products Partners (EPD)	0.0	$196k		6.7k	29.11	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Emrg (PIE)	0.0	$191k		9.3k	20.62	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$190k		17k	11.22	View chart
Oracle Corporation (ORCL)	0.0	$189k	+71%	1.1k	170.37	View chart
Charles Schwab Corporation (SCHW)	0.0	$189k		2.9k	64.79	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$188k		2.1k	88.13	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.0	$183k	+5%	4.8k	37.89	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$178k		20k	8.72	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$177k	+6%	1.5k	119.65	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$176k		2.4k	72.78	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$174k		1.3k	132.25	View chart
Phillips 66 (PSX)	0.0	$172k		1.3k	131.45	View chart
Union Pacific Corporation (UNP)	0.0	$171k		692.00	246.35	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$170k		1.9k	87.77	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$168k	+4%	4.7k	36.13	View chart
Danaher Corporation (DHR)	0.0	$168k		604.00	278.22	View chart
Ge Aerospace Com New (GE)	0.0	$167k	+33%	886.00	188.82	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$167k	+11%	3.7k	45.32	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$166k	-7%	4.0k	41.11	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$166k		1.8k	92.95	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.0	$163k		1.0k	162.76	View chart
Servicenow (NOW)	0.0	$161k	+20%	181.00	891.92	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$160k		2.7k	58.77	View chart
Advanced Micro Devices (AMD)	0.0	$160k	+69%	972.00	164.08	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$148k		2.4k	61.11	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$147k	-29%	1.4k	101.39	View chart
FedEx Corporation (FDX)	0.0	$146k		531.00	274.68	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$144k		1.1k	125.96	View chart
Royce Value Trust (RVT)	0.0	$144k		9.1k	15.70	View chart
Tetra Tech (TTEK)	0.0	$142k	+400%	3.0k	47.16	View chart
MercadoLibre (MELI)	0.0	$141k	+263%	69.00	2048.58	View chart
Toyota Motor Corp Ads (TM)	0.0	$141k		791.00	178.48	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$140k		1.2k	119.47	View chart
Iron Mountain (IRM)	0.0	$137k		1.1k	119.50	View chart
Applied Materials (AMAT)	0.0	$137k		680.00	201.82	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$135k		2.4k	55.53	View chart
Neuberger Berman Next Genera Common Stock (NBXG)	0.0	$132k		10k	12.83	View chart
Goldman Sachs (GS)	0.0	$131k		265.00	495.11	View chart
PNC Financial Services (PNC)	0.0	$129k	+18%	5.0k	25.80	View chart
Caterpillar (CAT)	0.0	$128k		327.00	390.65	View chart
Deere & Company (DE)	0.0	$127k		306.00	416.42	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$127k	+9%	1.4k	91.25	View chart
Comcast Corp Cl A (CMCSA)	0.0	$127k		3.0k	41.76	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$125k		896.00	139.49	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.0	$124k		2.0k	63.47	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$123k		1.6k	77.98	View chart
Spdr Ser Tr Comp Software (XSW)	0.0	$121k	+19%	755.00	160.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$120k		1.8k	67.82	View chart
Spotify Technology S A SHS (SPOT)	0.0	$118k	+11%	321.00	368.53	View chart
Chubb (CB)	0.0	$118k	-3%	409.00	288.79	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$118k		776.00	151.62	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$117k		609.00	192.55	View chart
Dominion Resources (D)	0.0	$117k		2.0k	57.78	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$116k		1.7k	66.49	View chart
Trane Technologies SHS (TT)	0.0	$116k		298.00	388.29	View chart
Veralto Corp Com Shs (VLTO)	0.0	$114k		1.0k	111.95	View chart
McDonald's Corporation (MCD)	0.0	$113k		373.00	303.99	View chart
Ftai Aviation SHS (FTAI)	0.0	$112k	-16%	840.00	132.90	View chart
Morgan Stanley Com New (MS)	0.0	$111k	+2%	1.1k	104.20	View chart
Us Bancorp Del Com New (USB)	0.0	$111k	-29%	2.4k	46.22	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$110k		1.9k	57.53	View chart
Linde SHS (LIN)	0.0	$110k	+5%	231.00	475.23	View chart
Zoetis Cl A (ZTS)	0.0	$110k		562.00	195.09	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$110k	+13%	1.1k	98.08	View chart
Quanta Services (PWR)	0.0	$110k		368.00	297.52	View chart
L3harris Technologies (LHX)	0.0	$109k		457.00	237.86	View chart
Becton, Dickinson and (BDX)	0.0	$109k	-51%	450.00	241.05	View chart

Past Filings by Carolinas Wealth Consulting

SEC 13F filings are viewable for Carolinas Wealth Consulting going back to 2019

Carolinas Wealth Consulting 2024 Q3 filed Nov. 12, 2024
Carolinas Wealth Consulting 2024 Q2 filed Aug. 12, 2024
Carolinas Wealth Consulting 2024 Q1 filed May 15, 2024
Carolinas Wealth Consulting 2023 Q4 filed Feb. 13, 2024
Carolinas Wealth Consulting 2023 Q3 filed Nov. 14, 2023
Carolinas Wealth Consulting 2023 Q2 filed Aug. 14, 2023
Carolinas Wealth Consulting 2023 Q1 filed May 16, 2023
Carolinas Wealth Consulting 2022 Q4 filed Feb. 14, 2023
Carolinas Wealth Consulting 2022 Q3 filed Nov. 14, 2022
Carolinas Wealth Consulting 2022 Q2 filed Aug. 16, 2022
Carolinas Wealth Consulting 2022 Q1 filed May 17, 2022
Carolinas Wealth Consulting 2021 Q4 filed Feb. 14, 2022
Carolinas Wealth Consulting 2021 Q3 filed Nov. 15, 2021
Carolinas Wealth Consulting 2021 Q2 filed Aug. 17, 2021
Carolinas Wealth Consulting 2021 Q1 filed May 17, 2021
Carolinas Wealth Consulting 2020 Q4 filed Feb. 16, 2021

View all past filings

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