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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, IWF, VIG, and represent 27.93% of Carolinas Wealth Consulting's stock portfolio.
Added to shares of these 10 stocks: BIV (+$12M), TCAF, COWZ, PRF, VTES, VTWV, SOFI, VGT, VTEB, ET.
Started 89 new stock positions in DKNG, FTAI, ETY, DSTL, SOFI, IEO, XXII, TKO, VUZI, VTES.
Reduced shares in these 10 stocks: IVV (-$9.4M), VGSH (-$5.9M), VIG (-$5.5M), VOOG, SPHQ, BSV, IJR, IWF, VOO, ICSH.
Sold out of its positions in ARKQ, IZRL, Activision Blizzard, ADC, ALK, ALGN, ALLY, AXL, AMSWA, APO.
Carolinas Wealth Consulting was a net seller of stock by $-72M.
Carolinas Wealth Consulting has $401M in assets under management (AUM), dropping by -20.46%.
Central Index Key (CIK): 0001803425

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Portfolio Holdings for Carolinas Wealth Consulting

Carolinas Wealth Consulting holds 1017 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Carolinas Wealth Consulting has 1017 total positions. Only the first 250 positions are shown.

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Download the Carolinas Wealth Consulting September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	7.7	$31M	-3%	458k	67.47	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	5.8	$23M	+96%	330k	71.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.8	$19M	-16%	50k	384.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.8	$19M	-16%	73k	262.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.8	$19M	-22%	125k	153.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.6	$19M	-10%	272k	68.06	View chart
Apple (AAPL)	4.0	$16M	-9%	93k	170.76	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	3.9	$16M	-8%	245k	64.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.1	$13M	-14%	86k	146.42	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	2.8	$11M	-8%	137k	82.30	View chart
Microsoft Corporation (MSFT)	2.6	$11M		107k	97.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.5	$10M	-13%	24k	418.19	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	2.0	$8.2M	-18%	164k	50.20	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	2.0	$7.9M	-3%	62k	127.40	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.7	$6.7M		13.00	517825.00	View chart
Pinnacle Financial Partners (PNFP)	1.6	$6.3M	-5%	102k	62.28	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.6	$6.3M		30k	206.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$6.1M		160k	37.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$5.4M		26k	206.79	View chart
Amazon (AMZN)	1.2	$4.7M	-6%	35k	133.07	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$4.5M	-46%	61k	75.02	View chart
Meta Platforms Cl A (META)	1.1	$4.4M		15k	301.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$4.4M	-5%	13k	341.34	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.0	$3.9M	+8%	82k	47.74	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$3.9M		31k	125.30	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	1.0	$3.9M	-3%	144k	26.98	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$3.7M	+3%	28k	135.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$3.5M		82k	42.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$3.4M	-5%	51k	66.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$3.3M	+2%	26k	124.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$3.2M	-74%	7.6k	419.93	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.7	$2.9M	-10%	131k	22.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$2.8M	-58%	31k	88.89	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$2.6M	-17%	16k	164.52	View chart
Duke Energy Corp Com New (DUK)	0.6	$2.6M		156k	16.32	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.6	$2.3M	+7%	21k	112.08	View chart
Bank of America Corporation (BAC)	0.4	$1.8M	-4%	68k	26.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.6M	-17%	16k	100.45	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$1.6M		63k	26.02	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$1.6M	+4%	56k	28.28	View chart
Abbott Laboratories (ABT)	0.4	$1.6M	-4%	28k	55.24	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.6M	-22%	5.8k	267.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.4M		23k	62.36	View chart
NVIDIA Corporation (NVDA)	0.3	$1.4M	-15%	3.4k	408.30	View chart
Avidxchange Holdings (AVDX)	0.3	$1.4M	-14%	159k	8.62	View chart
UnitedHealth (UNH)	0.3	$1.3M	-12%	2.5k	535.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.3M	-27%	19k	66.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.2M	-2%	6.5k	184.10	View chart
Broadcom (AVGO)	0.3	$1.2M	-7%	1.4k	841.48	View chart
Abbvie (ABBV)	0.3	$1.1M		23k	48.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.1M	-56%	6.3k	178.04	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$1.1M	-9%	15k	72.92	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$1.0M	+11%	44k	23.80	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$1.0M		17k	57.89	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$959k	-17%	4.2k	229.33	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$957k	-8%	6.3k	151.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$907k	-56%	6.8k	134.28	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$896k		14k	62.34	View chart
Ford Motor Company (F)	0.2	$896k		92k	9.75	View chart
Tesla Motors (TSLA)	0.2	$871k	+4%	4.3k	200.80	View chart
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)	0.2	$858k		16k	53.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$841k	-24%	2.4k	350.83	View chart
Procter & Gamble Company (PG)	0.2	$819k		94k	8.75	View chart
JPMorgan Chase & Co. (JPM)	0.2	$814k	-24%	5.9k	139.01	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$813k	NEW	33k	24.39	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$802k		22k	36.68	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$764k	-9%	6.1k	124.54	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$751k		1.7k	432.42	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$677k		32k	20.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$664k		7.2k	91.67	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$601k	+3%	4.0k	150.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$591k	-34%	2.5k	236.04	View chart
Skyline Corporation (SKY)	0.1	$588k		10k	58.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$566k		3.7k	151.76	View chart
Pepsi (PEP)	0.1	$540k		20k	27.68	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$535k	-88%	11k	48.67	View chart
Centrus Energy Corp Cl A (LEU)	0.1	$531k		10k	53.07	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$528k		7.4k	71.62	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$519k	-31%	5.6k	92.35	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$504k	-3%	14k	36.70	View chart
Costco Wholesale Corporation (COST)	0.1	$495k		8.9k	55.91	View chart
Chevron Corporation (CVX)	0.1	$495k		20k	24.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$489k		2.5k	198.42	View chart
Nucor Corporation (NUE)	0.1	$488k		3.3k	148.89	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$486k	-3%	5.0k	97.14	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$480k	+41%	10k	47.42	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$479k	-22%	1.6k	296.86	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$467k		2.3k	199.04	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$462k	-6%	6.7k	68.53	View chart
Stryker Corporation (SYK)	0.1	$459k		1.7k	270.29	View chart
Enbridge (ENB)	0.1	$428k		30k	14.05	View chart
Nextera Energy (NEE)	0.1	$427k		42k	10.11	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$423k	+54%	1.0k	407.76	View chart
Visa Com Cl A (V)	0.1	$421k	-7%	1.8k	234.92	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$407k	+139%	13k	30.97	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$395k	-8%	3.5k	113.67	View chart
At&t (T)	0.1	$394k	-9%	29k	13.46	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.1	$388k	-3%	7.1k	54.54	View chart
Marsh & McLennan Companies (MMC)	0.1	$386k		2.0k	189.69	View chart
Johnson & Johnson (JNJ)	0.1	$365k	-2%	17k	21.70	View chart
Rivian Automotive Com Cl A (RIVN)	0.1	$356k	+29%	22k	16.22	View chart
EnPro Industries (NPO)	0.1	$345k		3.0k	115.04	View chart
Skechers U S A Cl A (SKX)	0.1	$338k		7.0k	48.22	View chart
Home Depot (HD)	0.1	$330k		13k	25.09	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$325k	-4%	9.3k	35.08	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$324k		3.1k	104.63	View chart
Lockheed Martin Corporation (LMT)	0.1	$320k		27k	12.03	View chart
Automatic Data Processing (ADP)	0.1	$319k		28k	11.59	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$316k	-93%	1.3k	240.80	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$313k	+19%	4.7k	66.21	View chart
International Business Machines (IBM)	0.1	$311k	-8%	9.4k	33.19	View chart
Exxon Mobil Corporation (XOM)	0.1	$308k	-12%	4.0k	76.87	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$307k	+4%	7.9k	38.76	View chart
Cdw (CDW)	0.1	$306k	-3%	1.5k	200.40	View chart
Raytheon Technologies Corp (RTX)	0.1	$304k	-8%	12k	24.99	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$304k	-29%	6.6k	45.94	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$299k	-45%	2.3k	129.83	View chart
Illinois Tool Works (ITW)	0.1	$291k	+3%	1.3k	224.16	View chart
LeMaitre Vascular (LMAT)	0.1	$287k		5.9k	48.58	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$274k		5.3k	51.72	View chart
Wal-Mart Stores (WMT)	0.1	$270k		17k	16.02	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.1	$268k		3.7k	72.04	View chart
Broadridge Financial Solutions (BR)	0.1	$266k	-4%	1.6k	170.66	View chart
Ecolab (ECL)	0.1	$266k		1.6k	167.73	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$265k		3.1k	86.68	View chart
Verizon Communications (VZ)	0.1	$255k	-7%	44k	5.77	View chart
Honeywell International (HON)	0.1	$254k	-6%	1.4k	183.24	View chart
Starbucks Corporation (SBUX)	0.1	$252k		2.7k	92.32	View chart
Tompkins Financial Corporation (TMP)	0.1	$246k		4.9k	50.08	View chart
Coca-Cola Company (KO)	0.1	$246k	-10%	36k	6.81	View chart
McDonald's Corporation (MCD)	0.1	$239k		21k	11.51	View chart
Eli Lilly & Co. (LLY)	0.1	$237k		41k	5.75	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$232k	-96%	4.0k	57.63	View chart
Palo Alto Networks (PANW)	0.1	$230k	-17%	946.00	243.03	View chart
Walt Disney Company (DIS)	0.1	$228k	-18%	9.5k	24.02	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$228k	-29%	11k	21.73	View chart
Lowe's Companies (LOW)	0.1	$225k		12k	18.73	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$222k		5.1k	43.24	View chart
RPM International (RPM)	0.1	$214k	-5%	2.3k	91.26	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$212k		4.2k	50.21	View chart
Becton, Dickinson and (BDX)	0.1	$208k	-4%	821.00	252.69	View chart
Norfolk Southern (NSC)	0.1	$207k		10k	20.58	View chart
3M Company (MMM)	0.0	$199k	-2%	14k	14.61	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$199k		2.7k	73.52	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$198k	NEW	2.0k	98.47	View chart
Dominion Resources (D)	0.0	$193k	+3%	51k	3.77	View chart
Emerson Electric (EMR)	0.0	$192k		31k	6.25	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$189k	-76%	954.00	197.61	View chart
Merck & Co (MRK)	0.0	$187k	-4%	17k	10.88	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.0	$179k		5.0k	35.87	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$178k		940.00	189.68	View chart
TJX Companies (TJX)	0.0	$178k		2.0k	88.09	View chart
Vanguard World Fds Health Car Etf (VHT)	0.0	$177k	-25%	783.00	225.68	View chart
Silicom Ord (SILC)	0.0	$176k	-20%	8.0k	22.03	View chart
Mastercard Incorporated Cl A (MA)	0.0	$174k	-64%	461.00	376.84	View chart
Linde SHS (LIN)	0.0	$173k		49k	3.55	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.0	$173k	+85%	24k	7.26	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$172k	+414%	13k	13.15	View chart
Waste Management (WM)	0.0	$170k		26k	6.67	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.0	$169k	+3%	3.7k	45.43	View chart
Adams Express Company (ADX)	0.0	$166k		10k	16.18	View chart
Altria (MO)	0.0	$166k		41k	4.08	View chart
Charles Schwab Corporation (SCHW)	0.0	$166k	-6%	3.2k	52.04	View chart
FedEx Corporation (FDX)	0.0	$164k	-27%	683.00	239.92	View chart
Truist Financial Corp equities (TFC)	0.0	$162k	-46%	5.7k	28.36	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$160k	-69%	2.2k	73.08	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$160k		3.8k	42.23	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$158k		1.1k	149.01	View chart
Servicenow (NOW)	0.0	$158k		271.00	581.85	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$156k	+25%	1.7k	92.94	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.0	$156k	-15%	3.7k	42.06	View chart
Caterpillar (CAT)	0.0	$155k	+62%	679.00	227.98	View chart
Philip Morris International (PM)	0.0	$154k		35k	4.43	View chart
Pfizer (PFE)	0.0	$154k	+5%	16k	9.78	View chart
Ishares Tr Us Trsprtion (IYT)	0.0	$153k		700.00	217.84	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$151k	-18%	1.5k	101.01	View chart
Sofi Technologies (SOFI)	0.0	$151k	NEW	20k	7.55	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$149k	-20%	3.1k	48.82	View chart
Phillips 66 (PSX)	0.0	$149k	-8%	1.3k	114.10	View chart
Southern Company (SO)	0.0	$148k		49k	3.01	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$144k		3.9k	36.46	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$142k		20k	6.97	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$142k		2.0k	72.12	View chart
Union Pacific Corporation (UNP)	0.0	$140k	-8%	672.00	207.56	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$139k		2.4k	58.25	View chart
Micron Technology (MU)	0.0	$139k	-37%	2.1k	66.76	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$139k		2.1k	65.79	View chart
Comcast Corp Cl A (CMCSA)	0.0	$137k	-51%	3.3k	41.29	View chart
Innoviz Technologies SHS (INVZ)	0.0	$135k	+25%	100k	1.35	View chart
Toyota Motor Corp Ads (TM)	0.0	$135k		770.00	175.17	View chart
Netflix (NFLX)	0.0	$131k	+43%	318.00	411.17	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$130k	NEW	1.4k	89.59	View chart
Lauder Estee Cos Cl A (EL)	0.0	$129k	-2%	997.00	128.84	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.0	$128k		2.4k	52.97	View chart
ResMed (RMD)	0.0	$127k		897.00	141.22	View chart
Thermo Fisher Scientific (TMO)	0.0	$125k	-14%	280.00	445.23	View chart
Valero Energy Corporation (VLO)	0.0	$124k	-20%	973.00	127.00	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.0	$121k		1.0k	119.94	View chart
Lucid Group (LCID)	0.0	$117k		28k	4.12	View chart
Intel Corporation (INTC)	0.0	$117k	-2%	16k	7.52	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$116k		1.1k	100.99	View chart
Colgate-Palmolive Company (CL)	0.0	$113k		13k	8.76	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$113k		3.0k	37.59	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$112k	NEW	1.5k	72.25	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$111k		2.3k	48.21	View chart
Eaton Corp SHS (ETN)	0.0	$110k		11k	9.68	View chart
Royce Value Trust (RVT)	0.0	$110k		9.1k	12.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$109k	-94%	1.5k	74.88	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$108k	-6%	11k	10.22	View chart
Amgen (AMGN)	0.0	$106k	-64%	414.00	256.24	View chart
Lululemon Athletica (LULU)	0.0	$105k	-4%	267.00	393.80	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$104k	-18%	4.5k	23.02	View chart
Simon Property (SPG)	0.0	$104k	+94%	949.00	109.89	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$104k		1.2k	90.05	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$104k		1.0k	99.09	View chart
Lam Research Corporation (LRCX)	0.0	$103k	-13%	175.00	587.22	View chart
Nike CL B (NKE)	0.0	$103k	-32%	998.00	102.69	View chart
BlackRock (BLK)	0.0	$98k	-34%	160.00	612.50	View chart
Diageo Spon Adr New (DEO)	0.0	$98k		38k	2.59	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$94k		918.00	102.83	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$94k	+13%	1.8k	51.72	View chart
PNC Financial Services (PNC)	0.0	$94k	+12%	4.2k	22.44	View chart
Us Bancorp Del Com New (USB)	0.0	$94k	+3%	2.9k	31.88	View chart
L3harris Technologies (LHX)	0.0	$92k	+3%	513.00	179.34	View chart
Oracle Corporation (ORCL)	0.0	$92k		15k	6.22	View chart
Carrier Global Corporation (CARR)	0.0	$92k		5.3k	17.29	View chart
Unilever Spon Adr New (UL)	0.0	$90k		30k	2.95	View chart
Chubb (CB)	0.0	$89k		415.00	214.48	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$88k		1.0k	85.19	View chart
Intuitive Surgical Com New (ISRG)	0.0	$87k	-21%	332.00	261.91	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.0	$87k		2.3k	38.01	View chart
Boeing Company (BA)	0.0	$86k	+33%	462.00	186.82	View chart
Northrop Grumman Corporation (NOC)	0.0	$86k		10k	8.59	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$86k	-3%	1.7k	49.02	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$85k		2.2k	38.18	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$83k	+15%	991.00	83.58	View chart
Apollo Sr Floating Rate Fd I (AFT)	0.0	$83k	NEW	6.4k	12.88	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$83k	+3%	1.7k	48.49	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$82k		5.9k	13.98	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.0	$82k	-97%	1.6k	50.41	View chart
Bristol Myers Squibb (BMY)	0.0	$82k	-4%	14k	5.80	View chart
Goldman Sachs (GS)	0.0	$82k	-19%	269.00	303.61	View chart
ConocoPhillips (COP)	0.0	$81k		3.1k	26.65	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$81k		600.00	134.25	View chart
Cisco Systems (CSCO)	0.0	$80k	-38%	1.5k	52.06	View chart
salesforce (CRM)	0.0	$80k	-11%	400.00	200.71	View chart
Nuveen Multi Asset Income Fu (NMAI)	0.0	$78k		7.3k	10.72	View chart
Uber Technologies (UBER)	0.0	$77k	+47%	1.8k	43.28	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$77k		13k	5.83	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$77k	+20%	1.2k	63.92	View chart

Past Filings by Carolinas Wealth Consulting

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

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
Carolinas Wealth Consulting 2020 Q3 filed Nov. 12, 2020
Carolinas Wealth Consulting 2020 Q2 filed Aug. 13, 2020
Carolinas Wealth Consulting 2020 Q1 filed May 11, 2020
Carolinas Wealth Consulting 2019 Q4 filed Feb. 14, 2020

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