Carolinas Wealth Consulting

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

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Positions held by Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Carolinas Wealth Consulting

Carolinas Wealth Consulting holds 1060 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Carolinas Wealth Consulting has 1060 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 6.5 $31M -2% 485k 62.89
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Invesco Exchange Traded Fd T Div App Etf (VIG) 5.4 $25M -9% 164k 154.01
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.8 $23M -8% 60k 376.07
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Schwab Strategic Tr Us Dividend Eq (SCHD) 4.6 $22M -2% 296k 73.16
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Ishares Tr Rus 1000 Grw Etf (IWF) 4.4 $21M 84k 244.33
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 3.7 $18M 264k 66.81
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Apple (AAPL) 3.7 $17M 104k 164.90
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Ishares Tr Rus 1000 Val Etf (IWD) 3.2 $15M 98k 152.26
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 2.8 $13M +84% 150k 88.79
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Ishares Tr Core S&p500 Etf (IVV) 2.6 $12M -2% 30k 411.07
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $11M 27k 410.90
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.3 $11M +82% 212k 50.32
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Vanguard Bd Index Fds Short Trm Bond (BSV) 2.2 $10M -24% 132k 76.49
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Microsoft Corporation (MSFT) 2.1 $9.7M 110k 88.29
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Ishares Tr Rus 2000 Val Etf (IWN) 1.9 $8.7M +3% 64k 137.02
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Ishares Tr Core S&p Scp Etf (IJR) 1.5 $7.2M +3% 75k 96.70
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Ishares Tr Rus 2000 Grw Etf (IWO) 1.4 $6.7M +2% 30k 226.82
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.4 $6.6M +2308% 112k 58.54
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $6.2M +3% 153k 40.40
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Berkshire Hathaway Inc Del Cl A (BRK.A) 1.3 $6.1M 13.00 465600.00
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Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $5.4M -6% 26k 204.10
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Pinnacle Financial Partners (PNFP) 1.1 $5.4M 98k 55.16
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $4.7M -2% 99k 47.32
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.0 $4.5M 20k 230.48
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Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $4.4M +43% 58k 76.74
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $4.4M 14k 308.77
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Amazon (AMZN) 0.8 $4.0M 39k 103.29
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Ishares Tr Blackrock Ultra (ICSH) 0.8 $3.8M -32% 77k 50.25
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Ishares Tr Msci Eafe Etf (EFA) 0.8 $3.8M 54k 71.52
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $3.8M NEW 26k 144.62
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $3.7M -2% 83k 45.17
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.7 $3.4M +134% 73k 46.95
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Schwab Strategic Tr Internl Divid (SCHY) 0.7 $3.4M -11% 144k 23.63
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Ishares Tr Russell 2000 Etf (IWM) 0.7 $3.4M -3% 19k 178.40
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Alphabet Cap Stk Cl C (GOOG) 0.7 $3.3M -5% 32k 104.00
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T Rowe Price Etf Price Blue Chip (TCHP) 0.7 $3.2M +11% 133k 23.98
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Meta Platforms Cl A (META) 0.6 $3.0M 14k 211.94
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.7M 26k 103.73
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.6M 14k 189.56
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Duke Energy Corp Com New (DUK) 0.6 $2.6M 155k 16.97
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Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.5 $2.2M +9% 18k 120.50
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Vanguard Index Fds Value Etf (VTV) 0.5 $2.2M 16k 138.11
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $2.1M -6% 28k 76.23
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $2.1M 31k 66.85
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Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $2.1M 20k 105.50
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Bank of America Corporation (BAC) 0.4 $2.0M -2% 71k 28.60
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $2.0M +16% 24k 82.16
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.4 $1.9M +10% 13k 146.70
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Vanguard Index Fds Growth Etf (VUG) 0.4 $1.8M 7.4k 249.45
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Abbott Laboratories (ABT) 0.4 $1.8M 30k 61.11
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $1.7M +8% 26k 63.89
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $1.6M +30% 63k 25.03
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UnitedHealth (UNH) 0.3 $1.4M +4% 3.1k 472.59
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NVIDIA Corporation (NVDA) 0.3 $1.4M +7% 5.1k 277.78
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Abbvie (ABBV) 0.3 $1.4M 24k 57.26
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $1.4M +3% 16k 83.04
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $1.4M 27k 50.54
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Avidxchange Holdings (AVDX) 0.3 $1.3M 162k 7.80
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Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.3 $1.3M -22% 49k 25.46
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Spdr Gold Tr Gold Shs (GLD) 0.3 $1.2M +26% 6.5k 183.22
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Ford Motor Company (F) 0.2 $1.2M +6% 93k 12.60
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.1M +9% 7.5k 151.77
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.1M 5.0k 225.21
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Ishares Tr Core Msci Total (IXUS) 0.2 $1.1M +2% 18k 61.95
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JPMorgan Chase & Co. (JPM) 0.2 $1.1M +2% 8.2k 130.31
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $1.0M +3% 16k 65.58
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Broadcom (AVGO) 0.2 $996k +8% 1.6k 641.62
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $977k -6% 3.0k 320.90
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $954k 6.1k 156.77
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First Tr Value Line Divid In SHS (FVD) 0.2 $878k 22k 40.16
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $864k +3% 6.7k 129.46
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $861k +5% 38k 22.46
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Tesla Motors (TSLA) 0.2 $860k +7% 4.1k 207.46
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Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.2 $858k 16k 54.12
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Procter & Gamble Company (PG) 0.2 $848k 94k 9.04
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $798k 1.7k 459.68
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Select Sector Spdr Tr Technology (XLK) 0.2 $794k 5.3k 151.02
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Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $767k -8% 8.6k 88.77
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Ishares Tr S&p 100 Etf (OEF) 0.2 $760k 4.1k 187.02
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Skyline Corporation (SKY) 0.2 $754k 10k 75.23
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.2 $709k +26% 31k 23.19
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $707k 7.8k 90.55
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $688k -83% 6.9k 99.23
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $687k 2.7k 250.19
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $685k +4% 17k 39.46
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Pepsi (PEP) 0.1 $677k 20k 33.94
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Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.1 $635k +5% 3.8k 165.04
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Nextera Energy (NEE) 0.1 $631k 43k 14.60
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $627k -9% 2.2k 285.80
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Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.1 $601k 8.2k 73.18
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Chevron Corporation (CVX) 0.1 $592k 20k 28.93
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $587k 3.7k 158.75
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Ishares Tr Ishares Biotech (IBB) 0.1 $559k 4.3k 129.15
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Costco Wholesale Corporation (COST) 0.1 $549k 9.1k 60.60
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Coca-Cola Company (KO) 0.1 $548k -2% 41k 13.51
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Visa Com Cl A (V) 0.1 $544k -7% 2.4k 225.42
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At&t (T) 0.1 $542k 32k 16.76
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $535k 7.3k 73.78
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $529k 7.2k 73.83
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $522k 4.2k 124.06
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $517k -8% 2.5k 210.94
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Mastercard Incorporated Cl A (MA) 0.1 $512k -4% 1.4k 363.33
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Nucor Corporation (NUE) 0.1 $511k 3.3k 154.47
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Raytheon Technologies Corp (RTX) 0.1 $511k +2% 14k 37.35
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $507k 2.3k 216.44
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Stryker Corporation (SYK) 0.1 $495k 1.7k 286.16
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Enbridge (ENB) 0.1 $493k -2% 30k 16.38
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Johnson & Johnson (JNJ) 0.1 $493k 18k 28.11
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Lockheed Martin Corporation (LMT) 0.1 $486k 27k 18.08
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Home Depot (HD) 0.1 $483k 14k 35.50
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Ishares Core Msci Emkt (IEMG) 0.1 $449k 9.2k 48.79
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Walt Disney Company (DIS) 0.1 $447k -26% 11k 40.02
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $434k 7.9k 54.92
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Verizon Communications (VZ) 0.1 $433k 48k 8.97
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $429k +3% 4.3k 100.57
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $425k 6.5k 65.17
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Automatic Data Processing (ADP) 0.1 $405k 28k 14.54
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International Business Machines (IBM) 0.1 $395k 10k 38.59
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Exxon Mobil Corporation (XOM) 0.1 $386k 4.6k 83.62
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Truist Financial Corp equities (TFC) 0.1 $383k +10% 11k 34.10
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Silicom Ord (SILC) 0.1 $373k +25% 10k 37.31
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Amgen (AMGN) 0.1 $364k +16% 1.5k 241.70
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Ishares Tr Select Divid Etf (DVY) 0.1 $362k 3.1k 117.16
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Merck & Co (MRK) 0.1 $356k +3% 19k 19.01
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Marsh & McLennan Companies (MMC) 0.1 $349k 2.1k 166.58
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $346k 15k 23.38
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Starbucks Corporation (SBUX) 0.1 $345k -11% 3.3k 104.14
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $335k -8% 8.3k 40.34
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Skechers U S A Cl A (SKX) 0.1 $333k +40% 7.0k 47.52
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Centrus Energy Corp Cl A (LEU) 0.1 $322k +100% 10k 32.20
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Tompkins Financial Corporation (TMP) 0.1 $318k 4.8k 66.21
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Eli Lilly & Co. (LLY) 0.1 $314k 42k 7.52
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EnPro Industries (NPO) 0.1 $312k 3.0k 103.89
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $307k 1.9k 164.55
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Cdw (CDW) 0.1 $307k 1.6k 194.91
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Illinois Tool Works (ITW) 0.1 $306k -3% 1.3k 244.76
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Honeywell International (HON) 0.1 $305k 1.6k 191.10
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LeMaitre Vascular (LMAT) 0.1 $304k 5.9k 51.47
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $299k 7.1k 41.93
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $294k 1.6k 186.81
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $284k +3% 5.1k 55.21
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McDonald's Corporation (MCD) 0.1 $281k 21k 13.48
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Palo Alto Networks (PANW) 0.1 $281k 1.4k 199.74
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Mondelez Intl Cl A (MDLZ) 0.1 $280k 4.0k 70.11
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Lauder Estee Cos Cl A (EL) 0.1 $277k -13% 1.1k 246.51
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Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $274k +25% 2.7k 101.18
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Wal-Mart Stores (WMT) 0.1 $274k 17k 16.08
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Comcast Corp Cl A (CMCSA) 0.1 $272k +5% 7.2k 37.91
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3M Company (MMM) 0.1 $269k 14k 19.25
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Ecolab (ECL) 0.1 $267k 1.6k 166.06
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Rivian Automotive Com Cl A (RIVN) 0.1 $262k 17k 15.48
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $259k +79% 673.00 385.23
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Lowe's Companies (LOW) 0.1 $259k 12k 21.35
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Vanguard World Fds Health Car Etf (VHT) 0.1 $251k -4% 1.1k 238.51
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Hca Holdings (HCA) 0.1 $240k 910.00 263.54
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Broadridge Financial Solutions (BR) 0.1 $240k 1.6k 147.29
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Philip Morris International (PM) 0.0 $232k 36k 6.54
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Lucid Group (LCID) 0.0 $232k 29k 8.04
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Norfolk Southern (NSC) 0.0 $229k 10k 22.73
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Analog Devices (ADI) 0.0 $227k +29% 1.1k 197.27
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Becton, Dickinson and (BDX) 0.0 $224k -13% 904.00 247.42
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $223k 4.2k 53.47
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Emerson Electric (EMR) 0.0 $221k 31k 7.10
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RPM International (RPM) 0.0 $217k -2% 2.5k 87.25
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FedEx Corporation (FDX) 0.0 $215k 936.00 229.73
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Union Pacific Corporation (UNP) 0.0 $215k -19% 1.1k 201.18
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Qualcomm (QCOM) 0.0 $214k +11% 1.7k 127.54
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Ishares Tr Cohen Steer Reit (ICF) 0.0 $214k 3.9k 55.54
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Genuine Parts Company (GPC) 0.0 $213k +2% 18k 11.79
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Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.0 $209k -4% 4.6k 45.53
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Pfizer (PFE) 0.0 $207k +7% 16k 13.06
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BlackRock (BLK) 0.0 $204k +27% 304.00 670.02
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Canadian Solar (CSIQ) 0.0 $199k 5.0k 39.81
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Linde SHS 0.0 $198k NEW 49k 4.04
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.0 $196k 4.4k 44.06
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ResMed (RMD) 0.0 $195k 888.00 218.99
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Ishares Tr Us Home Cons Etf (ITB) 0.0 $190k 2.7k 70.29
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Intuit (INTU) 0.0 $188k +24% 422.00 445.34
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Waste Management (WM) 0.0 $183k 26k 7.13
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Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $180k 7.6k 23.74
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Valero Energy Corporation (VLO) 0.0 $178k -9% 1.3k 139.59
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Altria (MO) 0.0 $178k +2% 41k 4.38
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Charles Schwab Corporation (SCHW) 0.0 $177k +9% 3.4k 52.39
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $175k 940.00 186.33
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Innoviz Technologies SHS (INVZ) 0.0 $175k +25% 50k 3.50
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Ally Financial (ALLY) 0.0 $171k 6.7k 25.49
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Wells Fargo & Company (WFC) 0.0 $171k +6% 4.6k 37.38
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Bristol Myers Squibb (BMY) 0.0 $169k 15k 11.23
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Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $168k -5% 5.6k 30.07
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Thermo Fisher Scientific (TMO) 0.0 $166k -2% 288.00 577.38
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Dominion Resources (D) 0.0 $165k 50k 3.32
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Servicenow (NOW) 0.0 $164k +22% 353.00 464.72
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Ishares Tr U S Equity Factr (LRGF) 0.0 $162k 3.9k 41.44
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Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.0 $162k 2.5k 64.98
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Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $160k 1.1k 150.96
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Adams Express Company (ADX) 0.0 $160k +4% 10k 15.55
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Ishares Tr Us Trsprtion (IYT) 0.0 $160k 700.00 227.84
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Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $159k 20k 7.81
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $157k +100% 1.9k 80.74
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Ishares Tr U.s. Utilits Etf (IDU) 0.0 $157k 1.9k 83.71
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TJX Companies (TJX) 0.0 $157k -5% 2.0k 78.36
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Southern Company (SO) 0.0 $156k 49k 3.17
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Chipotle Mexican Grill (CMG) 0.0 $154k 90.00 1708.29
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Danaher Corporation (DHR) 0.0 $153k -12% 608.00 252.31
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Core Scientific Common Stock (CORZQ) 0.0 $152k 500k 0.30
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Phillips 66 (PSX) 0.0 $151k 1.5k 101.36
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Deere & Company (DE) 0.0 $151k -34% 365.00 412.90
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Stag Industrial (STAG) 0.0 $150k 4.4k 33.94
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $149k -14% 3.9k 37.86
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Ishares Tr Short Treas Bd (SHV) 0.0 $147k +26% 1.3k 110.50
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $147k 2.1k 69.91
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $146k 2.4k 61.47
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $146k -5% 1.6k 92.81
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Medtronic SHS (MDT) 0.0 $146k 9.5k 15.32
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Target Corporation (TGT) 0.0 $141k 24k 5.99
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O'reilly Automotive (ORLY) 0.0 $141k +66% 166.00 848.98
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Global Payments (GPN) 0.0 $140k 1.3k 105.24
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ConocoPhillips (COP) 0.0 $139k +2% 3.8k 36.99
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Realty Income (O) 0.0 $138k +18% 2.2k 63.58
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American Intl Group Com New (AIG) 0.0 $137k -7% 2.7k 50.35
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Intuitive Surgical Com New (ISRG) 0.0 $136k +37% 531.00 255.47
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Lululemon Athletica (LULU) 0.0 $136k -12% 372.00 364.19
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Eaton Corp SHS (ETN) 0.0 $134k +6% 12k 11.54
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Cisco Systems (CSCO) 0.0 $133k -2% 2.5k 52.27
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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.0 $132k 2.6k 50.91
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Nike CL B (NKE) 0.0 $132k +5% 1.1k 122.94
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Ishares Tr National Mun Etf (MUB) 0.0 $131k +13% 1.2k 107.71
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AvalonBay Communities (AVB) 0.0 $131k 772.00 169.63
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Intercontinental Exchange (ICE) 0.0 $129k 1.2k 104.33
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $129k 11k 11.48
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Cohen & Steers infrastucture Fund (UTF) 0.0 $128k 5.3k 24.40
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Gilead Sciences (GILD) 0.0 $127k 1.5k 82.96
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Us Bancorp Del Com New (USB) 0.0 $126k +7% 3.4k 36.53
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $126k +3% 184.00 682.30
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $125k 1.1k 109.24
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Royce Value Trust (RVT) 0.0 $124k 9.1k 13.57
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FirstEnergy (FE) 0.0 $122k -2% 3.1k 40.06
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Lam Research Corporation (LRCX) 0.0 $121k +11% 228.00 531.86
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Goldman Sachs (GS) 0.0 $121k -5% 370.00 327.11
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Blackstone Group Inc Com Cl A (BX) 0.0 $118k 1.3k 87.84
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Micron Technology (MU) 0.0 $118k -34% 1.9k 60.33
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Diageo Spon Adr New (DEO) 0.0 $118k 38k 3.11
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Intel Corporation (INTC) 0.0 $117k -2% 16k 7.41
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $116k +6% 2.3k 50.65
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Ishares Tr Dow Jones Us Etf (IYY) 0.0 $115k -6% 1.1k 100.08
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Colgate-Palmolive Company (CL) 0.0 $115k 13k 8.86
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L3harris Technologies (LHX) 0.0 $115k -17% 584.00 196.16
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $115k -10% 926.00 123.66
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Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $114k 2.2k 50.67
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Ishares Msci Emrg Chn (EMXC) 0.0 $114k 2.3k 49.33
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Past Filings by Carolinas Wealth Consulting

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