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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, VOO, BIV, IWF, VONV, and represent 29.80% of Carolinas Wealth Consulting's stock portfolio.
Added to shares of these 10 stocks: SCHD (+$13M), SPHQ, VOO, VTV, JPST, QQQ, TCAF, SCHV, FNDB, BRK.B.
Started 65 new stock positions in OC, ZBRA, WST, HDB, GLOB, AKAM, DIOD, USFD, QAI, HELE.
Reduced shares in these 10 stocks: BRK.A (-$9.0M), AAPL (-$8.0M), MSFT (-$7.4M), META (-$6.6M), GOOG, GOOGL, VIOO, IWF, RSP, VYM.
Sold out of its positions in ASGI, AMPH, ARCC, ANET, AZO, BCE, BKV, BBWI, BRK.A, BIO.
Carolinas Wealth Consulting was a net seller of stock by $-28M.
Carolinas Wealth Consulting has $509M in assets under management (AUM), dropping by -7.69%.
Central Index Key (CIK): 0001803425

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Portfolio Holdings for Carolinas Wealth Consulting

Carolinas Wealth Consulting holds 1056 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Carolinas Wealth Consulting has 1056 total positions. Only the first 250 positions are shown.

Sign up to view all of the Carolinas Wealth Consulting Dec. 31, 2024 positions
Download the Carolinas Wealth Consulting December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	8.5	$44M		481k	90.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.4	$33M	+7%	61k	538.80	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	6.0	$30M		405k	74.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.6	$24M	-8%	59k	401.58	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	4.3	$22M	-4%	267k	81.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.2	$22M	+161%	789k	27.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.2	$16M	-7%	84k	195.83	View chart
Apple (AAPL)	2.9	$15M	-35%	59k	250.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.8	$14M	-4%	24k	588.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.5	$13M	-7%	68k	185.13	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.3	$12M	+23%	229k	50.58	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	2.1	$10M	-19%	149k	69.96	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.9	$9.5M		58k	164.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.8	$9.3M	+7%	20k	453.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.8	$9.0M		31k	289.81	View chart
Pinnacle Financial Partners (PNFP)	1.8	$9.0M	-3%	79k	114.39	View chart
Amazon (AMZN)	1.6	$8.0M		36k	219.38	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	1.5	$7.5M	-3%	178k	42.11	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.4	$7.3M	-4%	26k	287.81	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.4	$7.3M	+15%	434k	16.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$7.0M		12k	588.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$6.5M		148k	44.04	View chart
Microsoft Corporation (MSFT)	1.2	$6.0M	-55%	14k	421.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$4.7M	-10%	98k	47.82	View chart
NVIDIA Corporation (NVDA)	0.9	$4.5M	-6%	34k	134.29	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$4.5M	-9%	79k	56.72	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.9	$4.4M	+242%	66k	67.03	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$4.2M	-2%	56k	75.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$3.8M	+149%	22k	169.29	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$3.6M		17k	220.96	View chart
Duke Energy Corp Com New (DUK)	0.6	$3.2M	-3%	30k	107.74	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.6	$3.0M		21k	144.60	View chart
Broadcom (AVGO)	0.6	$2.9M	-4%	13k	231.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$2.6M	-44%	15k	175.22	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.5	$2.5M	-6%	54k	46.26	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.5	$2.4M	+2%	68k	35.26	View chart
Meta Platforms Cl A (META)	0.4	$2.3M	-74%	3.9k	585.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$2.2M		22k	101.53	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.4	$2.2M	+20%	165k	13.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$2.1M		5.2k	410.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$2.1M		11k	190.88	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$2.0M	-5%	12k	172.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.9M	-66%	10k	190.43	View chart
Abbott Laboratories (ABT)	0.4	$1.9M		17k	113.10	View chart
Abbvie (ABBV)	0.4	$1.8M	-3%	10k	177.69	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$1.8M	+4%	49k	37.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.8M		16k	115.22	View chart
Bank of America Corporation (BAC)	0.4	$1.8M	-44%	41k	43.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.8M	+1323%	49k	36.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.6M	-69%	8.5k	189.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.5M		6.3k	240.25	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$1.5M	-2%	19k	77.27	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.5M	-2%	4.5k	322.16	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M	-7%	5.5k	239.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.2M	+2%	20k	62.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.2M		5.1k	242.10	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$1.2M		18k	66.14	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$1.2M		48k	24.67	View chart
Philip Morris International (PM)	0.2	$1.1M	-10%	9.4k	121.69	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.1M	+185%	44k	26.07	View chart
Avidxchange Holdings (AVDX)	0.2	$1.1M	-12%	105k	10.34	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.2	$1.1M	+201%	46k	23.26	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.1M		12k	89.07	View chart
UnitedHealth (UNH)	0.2	$1.1M	-3%	2.1k	505.80	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$994k		1.7k	571.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$992k		3.8k	264.12	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$929k	-2%	7.2k	128.61	View chart
Costco Wholesale Corporation (COST)	0.2	$885k	-2%	966.00	915.69	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.2	$867k		8.1k	107.61	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$860k		6.3k	137.57	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$826k	+5%	17k	50.13	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$823k	+4%	15k	54.92	View chart
Exxon Mobil Corporation (XOM)	0.2	$808k		7.5k	107.56	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$802k		2.3k	351.72	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$777k		22k	34.97	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$773k	-5%	11k	70.28	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$770k	+2%	5.5k	139.33	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$767k		3.9k	198.15	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$755k	+4%	18k	41.82	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$748k		3.6k	210.09	View chart
Johnson & Johnson (JNJ)	0.1	$735k	+122%	5.1k	144.60	View chart
Kkr & Co (KKR)	0.1	$735k	-6%	5.0k	147.89	View chart
Home Depot (HD)	0.1	$734k	+4%	1.9k	388.95	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$725k	-2%	1.2k	621.44	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$717k	-20%	12k	60.20	View chart
Procter & Gamble Company (PG)	0.1	$698k		84k	8.33	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$698k		14k	49.96	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$688k		10k	65.81	View chart
Skechers U S A Cl A (SKX)	0.1	$672k		10k	67.24	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$666k	+299%	24k	27.87	View chart
Tidal Etf Tr Gotham 1000 Valu (GVLU)	0.1	$654k	+58%	28k	23.60	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$640k		29k	22.20	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.1	$635k		3.8k	168.66	View chart
Stryker Corporation (SYK)	0.1	$624k	-2%	1.7k	360.80	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$609k	-7%	2.2k	280.06	View chart
LeMaitre Vascular (LMAT)	0.1	$577k		6.3k	92.14	View chart
Altria (MO)	0.1	$576k		11k	53.31	View chart
At&t (T)	0.1	$550k		24k	22.77	View chart
Chevron Corporation (CVX)	0.1	$544k	-8%	3.8k	144.84	View chart
Tesla Motors (TSLA)	0.1	$540k	-71%	1.3k	403.71	View chart
Enbridge (ENB)	0.1	$524k		12k	42.43	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.1	$524k	+1456%	249.00	2105.05	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$519k		9.9k	52.22	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$507k		7.0k	71.91	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$505k	+200%	21k	23.68	View chart
Visa Com Cl A (V)	0.1	$495k		1.6k	316.03	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$478k		2.7k	178.07	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$474k		1.1k	426.72	View chart
Ecolab (ECL)	0.1	$471k	+12%	2.0k	234.86	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$468k		8.2k	56.76	View chart
Centrus Energy Corp Cl A (LEU)	0.1	$466k	-30%	7.0k	66.61	View chart
Pepsi (PEP)	0.1	$463k	-2%	3.0k	153.36	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$463k		1.3k	365.93	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$451k		3.4k	132.20	View chart
Marsh & McLennan Companies (MMC)	0.1	$447k		2.1k	212.37	View chart
Raytheon Technologies Corp (RTX)	0.1	$443k		3.8k	115.70	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$430k		4.7k	90.93	View chart
Southern Company (SO)	0.1	$422k		5.1k	82.30	View chart
Automatic Data Processing (ADP)	0.1	$418k	+15%	1.4k	294.12	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$416k	-4%	3.2k	131.26	View chart
Wal-Mart Stores (WMT)	0.1	$407k		4.5k	90.56	View chart
Nextera Energy (NEE)	0.1	$397k		5.5k	71.68	View chart
Truist Financial Corp equities (TFC)	0.1	$393k	-15%	9.1k	43.38	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$390k		3.1k	126.71	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$390k		17k	22.98	View chart
Lockheed Martin Corporation (LMT)	0.1	$389k		801.00	485.51	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$385k	+91%	15k	25.86	View chart
Sofi Technologies (SOFI)	0.1	$385k	-37%	25k	15.40	View chart
CVS Caremark Corporation (CVS)	0.1	$383k		8.5k	44.89	View chart
Apollo Global Mgmt (APO)	0.1	$382k	-13%	2.3k	165.16	View chart
Nucor Corporation (NUE)	0.1	$381k		3.2k	117.23	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$379k		6.4k	58.93	View chart
Honeywell International (HON)	0.1	$377k	-21%	1.7k	225.84	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$365k		3.4k	106.52	View chart
First Horizon National Corporation (FHN)	0.1	$363k	+359%	18k	20.17	View chart
Broadridge Financial Solutions (BR)	0.1	$353k		1.6k	226.88	View chart
Tompkins Financial Corporation (TMP)	0.1	$353k		5.2k	67.82	View chart
Skyline Corporation (SKY)	0.1	$352k	-20%	4.0k	88.10	View chart
Merck & Co (MRK)	0.1	$348k	+2%	3.5k	100.27	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$340k	+7%	3.1k	108.61	View chart
Palo Alto Networks (PANW)	0.1	$332k	+98%	1.8k	181.96	View chart
Eaton Corp SHS (ETN)	0.1	$322k	-4%	972.00	331.60	View chart
Illinois Tool Works (ITW)	0.1	$321k		1.3k	254.98	View chart
International Business Machines (IBM)	0.1	$320k	-42%	1.5k	219.72	View chart
Carrier Global Corporation (CARR)	0.1	$314k	-5%	4.6k	68.49	View chart
Nuveen Floating Rate Income Fund (JFR)	0.1	$307k		34k	8.92	View chart
Walt Disney Company (DIS)	0.1	$298k		9.7k	30.89	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$297k	+33%	6.0k	49.51	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$290k		2.3k	124.96	View chart
Netflix (NFLX)	0.1	$290k	-20%	325.00	890.64	View chart
Ford Motor Company (F)	0.1	$289k	-52%	29k	9.90	View chart
3M Company (MMM)	0.1	$289k	-2%	2.2k	129.05	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$287k		1.2k	232.43	View chart
TJX Companies (TJX)	0.1	$285k	-3%	2.4k	120.77	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$279k		1.0k	266.72	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.1	$278k	+6%	129k	2.17	View chart
Lowe's Companies (LOW)	0.1	$271k	-3%	1.1k	246.63	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$270k	+26%	2.9k	92.59	View chart
RPM International (RPM)	0.1	$268k		2.2k	123.06	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$268k	+8%	5.0k	53.04	View chart
Intuitive Surgical Com New (ISRG)	0.1	$268k	-15%	513.00	521.75	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$264k	-31%	4.8k	54.48	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$262k		4.6k	57.40	View chart
Goldman Sachs (GS)	0.1	$259k	+70%	453.00	571.69	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$256k	+28%	3.1k	81.58	View chart
Mastercard Incorporated Cl A (MA)	0.1	$255k	-6%	485.00	525.71	View chart
Cdw (CDW)	0.0	$252k	-5%	1.4k	174.04	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$248k		36k	6.82	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$243k		4.8k	50.81	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.0	$237k	+251%	5.4k	44.15	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$231k		802.00	288.52	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$227k	-14%	2.0k	113.57	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$225k		2.0k	110.11	View chart
Waste Management (WM)	0.0	$223k		1.1k	201.73	View chart
Coca-Cola Company (KO)	0.0	$221k		3.5k	62.25	View chart
Intuit (INTU)	0.0	$219k	-13%	348.00	628.26	View chart
Charles Schwab Corporation (SCHW)	0.0	$217k		2.9k	74.01	View chart
Blackrock (BLK)	0.0	$215k	NEW	210.00	1022.06	View chart
Thermo Fisher Scientific (TMO)	0.0	$214k		412.00	519.94	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$205k		1.9k	105.50	View chart
Oracle Corporation (ORCL)	0.0	$205k	+10%	1.2k	166.61	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$204k		3.6k	56.83	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$197k	+10%	4.1k	48.33	View chart
Norfolk Southern (NSC)	0.0	$195k	-3%	832.00	234.58	View chart
ResMed (RMD)	0.0	$192k		838.00	228.69	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$192k		1.5k	131.71	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$190k		2.1k	88.38	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Emrg (PIE)	0.0	$189k	+6%	9.9k	19.22	View chart
Riskified Shs Cl A (RSKD)	0.0	$189k	NEW	40k	4.73	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.0	$182k		2.0k	93.27	View chart
Eli Lilly & Co. (LLY)	0.0	$180k	-12%	234.00	770.57	View chart
Enterprise Products Partners (EPD)	0.0	$179k	-15%	5.7k	31.36	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.0	$176k		4.8k	36.32	View chart
Micron Technology (MU)	0.0	$171k		2.0k	84.25	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$171k		1.3k	129.34	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$170k	+3%	2.8k	60.35	View chart
Servicenow (NOW)	0.0	$169k	-11%	160.00	1056.81	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$168k		1.8k	93.31	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$167k		20k	8.17	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$166k	-4%	1.4k	117.44	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$165k		1.9k	85.66	View chart
Vanguard World Health Car Etf (VHT)	0.0	$158k	-20%	625.00	253.51	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$158k		2.4k	65.33	View chart
Toyota Motor Corp Ads (TM)	0.0	$156k		801.00	194.41	View chart
Union Pacific Corporation (UNP)	0.0	$154k	-2%	677.00	227.97	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$153k	+104%	8.3k	18.50	View chart
FedEx Corporation (FDX)	0.0	$152k		537.00	282.36	View chart
Phillips 66 (PSX)	0.0	$149k		1.3k	113.93	View chart
Spdr Ser Tr Comp Software (XSW)	0.0	$147k	+3%	780.00	188.96	View chart
Verizon Communications (VZ)	0.0	$147k	-25%	3.7k	39.98	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$147k		1.5k	100.25	View chart
Wells Fargo & Company (WFC)	0.0	$146k	+16%	2.1k	70.23	View chart
Diamondback Energy (FANG)	0.0	$146k	+458%	893.00	163.83	View chart
Royce Value Trust (RVT)	0.0	$145k		9.1k	15.80	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$138k		1.2k	117.48	View chart
PNC Financial Services (PNC)	0.0	$138k		5.0k	27.49	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$135k		2.4k	55.45	View chart
Morgan Stanley Com New (MS)	0.0	$133k		1.1k	125.70	View chart
Deere & Company (DE)	0.0	$131k		309.00	425.02	View chart
Neuberger Berman Next Genera Common Stock (NBXG)	0.0	$131k		10k	12.74	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$131k		1.1k	114.48	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.0	$129k		1.0k	128.70	View chart
Ge Aerospace Com New (GE)	0.0	$127k	-14%	758.00	166.86	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$125k		1.6k	79.28	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$124k		776.00	159.52	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$123k	+210%	5.4k	22.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$123k	+199%	5.3k	23.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$123k		1.4k	88.74	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$121k		896.00	135.37	View chart
Iron Mountain (IRM)	0.0	$121k		1.1k	105.73	View chart
Tetra Tech (TTEK)	0.0	$120k		3.0k	39.84	View chart
Us Bancorp Del Com New (USB)	0.0	$119k	+2%	2.5k	48.32	View chart
Caterpillar (CAT)	0.0	$116k		321.00	361.76	View chart
Quanta Services (PWR)	0.0	$116k		368.00	315.41	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.0	$115k	NEW	2.3k	50.44	View chart
Emerson Electric (EMR)	0.0	$115k		925.00	123.81	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$114k		609.00	186.44	View chart
Comcast Corp Cl A (CMCSA)	0.0	$114k		3.0k	37.53	View chart
Chubb (CB)	0.0	$113k		409.00	276.75	View chart
Paypal Holdings (PYPL)	0.0	$112k		1.3k	85.29	View chart
Hartford Fds Exchange Traded Large Cap Grwt (HFGO)	0.0	$109k		4.6k	23.63	View chart
McDonald's Corporation (MCD)	0.0	$107k		369.00	289.57	View chart
Ciena Corp Com New (CIEN)	0.0	$106k	NEW	1.3k	84.81	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$105k	+4033%	372.00	283.11	View chart
InterDigital (IDCC)	0.0	$105k		541.00	193.64	View chart
Veralto Corp Com Shs (VLTO)	0.0	$104k		1.0k	101.96	View chart
Simon Property (SPG)	0.0	$103k	-5%	601.00	172.03	View chart
Bristol Myers Squibb (BMY)	0.0	$103k	-6%	1.8k	56.55	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$100k		1.9k	52.47	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$99k		929.00	106.50	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 Q4 filed Feb. 27, 2025
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

View all past filings

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