Carolinas Wealth Consulting
Latest statistics and disclosures from Carolinas Wealth Consulting's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIG, VONG, IWF, VOO, VONV, and represent 24.52% of Carolinas Wealth Consulting's stock portfolio.
- Added to shares of these 10 stocks: VONG (+$18M), VONV (+$9.3M), IWO (+$6.4M), ATUS (+$5.7M), AAPL, BRK.A, JPST, QQQ, BSV, VTIP.
- Started 67 new stock positions in Schwab Strategic Tr, QYLD, SPXU, CHRW, ENPH, TV, Latham Group, LQD, FDUS, TMP.
- Reduced shares in these 10 stocks: TSLA, IWF, VIG, IWM, VWO, MSFT, ARKK, AMZN, IEFA, EMQQ.
- Sold out of its positions in ALB, NLY, BAND, BMBL, CVNA, CHPT, CHGG, China Mobile, Colony Cap Inc New cl a, COMM.
- Carolinas Wealth Consulting was a net buyer of stock by $51M.
- Carolinas Wealth Consulting has $455M in assets under management (AUM), dropping by 10.67%.
- Central Index Key (CIK): 0001803425
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Portfolio Holdings for Carolinas Wealth Consulting
Companies in the Carolinas Wealth Consulting portfolio as of the June 2021 quarterly 13F filing
Carolinas Wealth Consulting has 986 total positions. Only the first 250 positions are shown.
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- Download the Carolinas Wealth Consulting June 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 5.6 | $26M | -2% | 165k | 154.79 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 5.3 | $24M | +307% | 348k | 69.93 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.0 | $23M | -3% | 83k | 271.48 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.6 | $21M | 53k | 394.85 | ||
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 4.0 | $18M | +104% | 260k | 69.87 | |
| Apple (AAPL) | 3.9 | $18M | +30% | 105k | 171.69 | |
| Ishares Tr Core S&p500 Etf (IVV) | 3.4 | $16M | +5% | 36k | 429.93 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 3.2 | $15M | 71k | 207.44 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 3.2 | $15M | 91k | 158.62 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.9 | $13M | +8% | 159k | 82.16 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.8 | $13M | 167k | 75.62 | ||
| Pinnacle Financial Partners (PNFP) | 2.5 | $11M | 130k | 88.29 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $11M | 26k | 429.43 | ||
| Microsoft Corporation (MSFT) | 2.3 | $10M | -4% | 38k | 271.10 | |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 2.2 | $10M | +3% | 61k | 165.77 | |
| Rbc Cad (RY) | 1.9 | $8.6M | 85k | 101.31 | ||
| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.9 | $8.5M | +305% | 116k | 73.90 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $7.7M | +3% | 35k | 222.83 | |
| Ark Etf Tr Innovation Etf (ARKK) | 1.6 | $7.3M | -6% | 56k | 130.78 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $6.8M | +3% | 60k | 112.98 | |
| Amazon (AMZN) | 1.5 | $6.6M | -7% | 1.9k | 3439.21 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $6.5M | -7% | 119k | 54.31 | |
| Altice Usa Cl A (ATUS) | 1.4 | $6.4M | +825% | 187k | 34.14 | |
| Facebook Cl A (FB) | 1.3 | $5.8M | +5% | 17k | 347.70 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 1.2 | $5.5M | +161% | 109k | 50.74 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $4.8M | -11% | 21k | 229.36 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $4.2M | +2% | 15k | 277.92 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $4.2M | -3% | 54k | 78.88 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.9 | $4.2M | +900% | 10.00 | 418600.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $3.9M | 1.6k | 2506.12 | ||
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.7 | $3.4M | -3% | 70k | 48.61 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $3.3M | +150% | 9.2k | 354.46 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $3.3M | 15k | 225.30 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.1M | -3% | 1.3k | 2442.05 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.6 | $2.7M | +60% | 52k | 52.42 | |
| Duke Energy Corp Com New (DUK) | 0.5 | $2.4M | +64% | 24k | 98.72 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.5 | $2.3M | -2% | 44k | 51.51 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $2.2M | 21k | 104.79 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $2.1M | 15k | 137.47 | ||
| Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 0.4 | $2.0M | -12% | 32k | 63.36 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $1.8M | +7% | 22k | 82.72 | |
| Bank of America Corporation (BAC) | 0.4 | $1.7M | 42k | 41.22 | ||
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $1.4M | +3% | 26k | 55.30 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.4M | 19k | 72.75 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.3M | -25% | 18k | 74.86 | |
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $1.3M | 18k | 73.31 | ||
| UnitedHealth (UNH) | 0.3 | $1.3M | 3.2k | 400.38 | ||
| Ford Motor Company (F) | 0.3 | $1.2M | 82k | 14.87 | ||
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.2M | +11% | 7.5k | 155.59 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.2 | $1.1M | -6% | 12k | 92.46 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.1M | 6.7k | 165.59 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.0M | 6.8k | 147.67 | ||
| NVIDIA Corporation (NVDA) | 0.2 | $984k | -13% | 1.2k | 800.65 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.2 | $983k | +363% | 20k | 50.50 | |
| Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.2 | $982k | 18k | 54.37 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $930k | -19% | 17k | 55.17 | |
| At&t (T) | 0.2 | $894k | +72% | 31k | 28.79 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $878k | 1.8k | 492.43 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $830k | -12% | 3.4k | 242.19 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $805k | 8.1k | 98.81 | ||
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $795k | 4.1k | 196.25 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $767k | -19% | 5.2k | 147.64 | |
| Truist Financial Corp equities (TFC) | 0.2 | $749k | +14% | 14k | 55.50 | |
| Ishares Tr Ishares Biotech (IBB) | 0.2 | $743k | 4.5k | 163.73 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $740k | 2.6k | 289.97 | ||
| Procter & Gamble Company (PG) | 0.2 | $739k | -6% | 5.5k | 134.88 | |
| Abbott Laboratories (ABT) | 0.2 | $728k | -4% | 6.3k | 115.89 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $717k | -16% | 2.7k | 268.74 | |
| Broadcom (AVGO) | 0.2 | $697k | -7% | 1.5k | 476.42 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $685k | +4% | 6.7k | 101.74 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $680k | 6.7k | 101.01 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $674k | 2.4k | 286.56 | ||
| Abbvie (ABBV) | 0.1 | $661k | +14% | 5.9k | 112.59 | |
| Walt Disney Company (DIS) | 0.1 | $656k | -8% | 3.7k | 175.64 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $655k | +10% | 5.2k | 125.94 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $649k | 2.7k | 237.29 | ||
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.1 | $647k | +5% | 4.4k | 145.79 | |
| Pepsi (PEP) | 0.1 | $634k | -5% | 4.3k | 148.20 | |
| Visa Com Cl A (V) | 0.1 | $624k | +3% | 2.7k | 234.06 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $617k | +19% | 9.0k | 68.39 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $601k | 3.5k | 173.55 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $594k | 4.1k | 145.91 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $530k | 1.8k | 294.94 | ||
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $523k | +8% | 3.3k | 160.28 | |
| Enbridge (ENB) | 0.1 | $519k | +271% | 13k | 40.05 | |
| Paypal Holdings (PYPL) | 0.1 | $513k | -9% | 1.8k | 291.64 | |
| Verizon Communications (VZ) | 0.1 | $510k | +2% | 9.1k | 56.04 | |
| Johnson & Johnson (JNJ) | 0.1 | $508k | -4% | 3.1k | 164.72 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $503k | +7% | 7.7k | 65.63 | |
| Skyworks Solutions (SWKS) | 0.1 | $501k | +3% | 2.6k | 191.59 | |
| 3M Company (MMM) | 0.1 | $499k | +31% | 2.5k | 198.65 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $494k | 8.7k | 57.02 | ||
| Lowe's Companies (LOW) | 0.1 | $491k | +65% | 2.5k | 193.84 | |
| Nextera Energy (NEE) | 0.1 | $472k | -3% | 6.4k | 73.24 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $472k | +12% | 7.0k | 67.04 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $463k | -9% | 1.3k | 365.14 | |
| Ally Financial (ALLY) | 0.1 | $456k | +12% | 9.2k | 49.81 | |
| Merck & Co (MRK) | 0.1 | $429k | +61% | 5.5k | 78.26 | |
| Coca-Cola Company (KO) | 0.1 | $417k | 7.6k | 54.57 | ||
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $409k | 3.5k | 116.66 | ||
| Medtronic SHS (MDT) | 0.1 | $405k | +3% | 3.2k | 124.77 | |
| Ventas (VTR) | 0.1 | $399k | +13% | 6.9k | 57.48 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $398k | -15% | 4.7k | 85.30 | |
| Home Depot (HD) | 0.1 | $394k | -14% | 1.2k | 319.29 | |
| South State Corporation (SSB) | 0.1 | $392k | 4.8k | 81.70 | ||
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.1 | $389k | 7.1k | 54.67 | ||
| Mondelez Intl Cl A (MDLZ) | 0.1 | $387k | 6.2k | 62.77 | ||
| Citigroup Com New (C) | 0.1 | $384k | +18% | 5.4k | 70.82 | |
| Chevron Corporation (CVX) | 0.1 | $371k | -14% | 3.5k | 104.83 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $366k | 1.2k | 317.71 | ||
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $365k | 5.1k | 71.98 | ||
| Tompkins Financial Corporation (TMP) | 0.1 | $354k | NEW | 4.6k | 77.48 | |
| Honeywell International (HON) | 0.1 | $354k | -14% | 1.6k | 219.47 | |
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $352k | +39% | 8.9k | 39.73 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $346k | -4% | 2.5k | 140.82 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $340k | -4% | 1.7k | 200.59 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $331k | +8% | 874.00 | 378.72 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $330k | 4.5k | 72.93 | ||
| Automatic Data Processing (ADP) | 0.1 | $325k | -41% | 1.6k | 199.39 | |
| Nike CL B (NKE) | 0.1 | $322k | +13% | 2.1k | 154.81 | |
| Crown Castle Intl (CCI) | 0.1 | $320k | -15% | 1.6k | 194.88 | |
| Starbucks Corporation (SBUX) | 0.1 | $320k | +2% | 2.9k | 111.89 | |
| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $316k | 7.0k | 45.09 | ||
| BlackRock (BLK) | 0.1 | $309k | +9% | 353.00 | 875.35 | |
| Silicom Ord (SILC) | 0.1 | $308k | 7.0k | 44.00 | ||
| Stryker Corporation (SYK) | 0.1 | $305k | -18% | 1.2k | 260.02 | |
| American Intl Group Com New (AIG) | 0.1 | $303k | 6.4k | 47.54 | ||
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $303k | -5% | 5.6k | 53.91 | |
| Ecolab (ECL) | 0.1 | $302k | 1.5k | 206.43 | ||
| Costco Wholesale Corporation (COST) | 0.1 | $302k | 762.00 | 396.33 | ||
| Wal-Mart Stores (WMT) | 0.1 | $294k | -32% | 2.1k | 141.14 | |
| EnPro Industries (NPO) | 0.1 | $293k | 3.0k | 97.08 | ||
| LeMaitre Vascular (LMAT) | 0.1 | $281k | 4.6k | 61.09 | ||
| Broadridge Financial Solutions (BR) | 0.1 | $278k | 1.7k | 162.10 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $267k | +29% | 2.6k | 102.38 | |
| Colgate-Palmolive Company (CL) | 0.1 | $267k | -15% | 3.3k | 81.38 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $267k | -11% | 4.3k | 61.45 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $264k | 1.1k | 246.73 | ||
| Illinois Tool Works (ITW) | 0.1 | $263k | 1.2k | 224.98 | ||
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $263k | 9.6k | 27.30 | ||
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $261k | 26k | 10.20 | ||
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $258k | -6% | 2.6k | 99.35 | |
| Norfolk Southern (NSC) | 0.1 | $255k | 960.00 | 265.62 | ||
| ResMed (RMD) | 0.1 | $247k | 1.0k | 246.26 | ||
| Ishares Tr Msci Usa Multift (LRGF) | 0.1 | $247k | -8% | 5.8k | 42.80 | |
| Global Payments (GPN) | 0.1 | $245k | 1.3k | 187.17 | ||
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $243k | 6.9k | 34.97 | ||
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $243k | +4% | 1.8k | 135.53 | |
| Emerson Electric (EMR) | 0.1 | $241k | -3% | 2.5k | 96.25 | |
| Pfizer (PFE) | 0.1 | $238k | -4% | 6.1k | 39.15 | |
| Amgen (AMGN) | 0.1 | $238k | -37% | 976.00 | 243.85 | |
| Skyline Corporation (SKY) | 0.1 | $235k | 4.4k | 53.22 | ||
| Intel Corporation (INTC) | 0.1 | $232k | +3% | 4.1k | 56.05 | |
| Clough Global Opportunities Sh Ben Int (GLO) | 0.1 | $229k | +3% | 19k | 12.09 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $228k | 390.00 | 584.62 | ||
| Nucor Corporation (NUE) | 0.0 | $227k | +241% | 2.4k | 96.06 | |
| Cdw (CDW) | 0.0 | $224k | -2% | 1.3k | 175.00 | |
| United Parcel Service CL B (UPS) | 0.0 | $218k | +126% | 1.0k | 208.21 | |
| Goldman Sachs (GS) | 0.0 | $216k | -13% | 569.00 | 379.61 | |
| Target Corporation (TGT) | 0.0 | $216k | +23% | 894.00 | 241.61 | |
| Becton, Dickinson and (BDX) | 0.0 | $215k | 883.00 | 243.49 | ||
| L3harris Technologies (LHX) | 0.0 | $208k | +5% | 963.00 | 215.99 | |
| Calamos Conv & High Income F Com Shs (CHY) | 0.0 | $205k | -23% | 13k | 16.31 | |
| Skechers U S A Cl A (SKX) | 0.0 | $199k | 4.0k | 49.75 | ||
| Wells Fargo & Company (WFC) | 0.0 | $198k | +15% | 4.4k | 45.21 | |
| International Business Machines (IBM) | 0.0 | $196k | 1.3k | 146.38 | ||
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.0 | $192k | +17% | 4.0k | 48.14 | |
| Pinterest Cl A (PINS) | 0.0 | $191k | -17% | 2.4k | 78.93 | |
| RPM International (RPM) | 0.0 | $191k | 2.2k | 88.71 | ||
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $189k | 940.00 | 201.06 | ||
| Philip Morris International (PM) | 0.0 | $189k | 1.9k | 100.05 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $188k | 3.0k | 63.28 | ||
| Dominion Resources (D) | 0.0 | $188k | 2.6k | 73.70 | ||
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $187k | +12% | 2.2k | 86.25 | |
| Cisco Systems (CSCO) | 0.0 | $185k | 3.5k | 53.08 | ||
| Clough Global Equity Fund closed-end fund (GLQ) | 0.0 | $185k | +8% | 13k | 14.76 | |
| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.0 | $184k | 2.5k | 74.40 | ||
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $183k | 12k | 15.36 | ||
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $183k | -5% | 9.5k | 19.25 | |
| Prologis (PLD) | 0.0 | $183k | 1.5k | 119.22 | ||
| Micron Technology (MU) | 0.0 | $182k | 2.1k | 84.85 | ||
| FedEx Corporation (FDX) | 0.0 | $180k | +51% | 602.00 | 299.00 | |
| Hartford Financial Services (HIG) | 0.0 | $179k | 2.9k | 62.41 | ||
| Xpeng Ads (XPEV) | 0.0 | $178k | +100% | 4.0k | 44.50 | |
| Stag Industrial (STAG) | 0.0 | $176k | -15% | 4.7k | 37.51 | |
| Ii-vi (IIVI) | 0.0 | $176k | -10% | 2.4k | 72.58 | |
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $176k | 6.1k | 28.73 | ||
| Linde SHS (LIN) | 0.0 | $175k | +15% | 605.00 | 289.26 | |
| Caterpillar (CAT) | 0.0 | $173k | 795.00 | 217.61 | ||
| CVS Caremark Corporation (CVS) | 0.0 | $170k | 2.0k | 83.33 | ||
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $169k | 2.9k | 58.28 | ||
| Tesla Motors (TSLA) | 0.0 | $169k | -87% | 248.00 | 681.45 | |
| Union Pacific Corporation (UNP) | 0.0 | $163k | +13% | 740.00 | 220.27 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $163k | +12% | 1.7k | 97.08 | |
| Southern Company (SO) | 0.0 | $161k | -19% | 2.7k | 60.41 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $158k | 1.2k | 136.21 | ||
| Waste Management (WM) | 0.0 | $158k | -12% | 1.1k | 140.32 | |
| Kkr & Co (KKR) | 0.0 | $158k | 2.7k | 59.13 | ||
| Li Auto Sponsored Ads (LI) | 0.0 | $157k | +80% | 4.5k | 34.89 | |
| Eli Lilly & Co. (LLY) | 0.0 | $157k | +19% | 684.00 | 229.53 | |
| Hca Holdings (HCA) | 0.0 | $155k | -27% | 750.00 | 206.67 | |
| salesforce (CRM) | 0.0 | $155k | +3% | 633.00 | 244.87 | |
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $154k | 843.00 | 182.68 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $154k | 1.3k | 122.22 | ||
| Qualcomm (QCOM) | 0.0 | $154k | -23% | 1.1k | 142.86 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $152k | -25% | 2.4k | 62.94 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $152k | +53% | 496.00 | 306.45 | |
| Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) | 0.0 | $150k | 2.4k | 63.45 | ||
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $150k | 804.00 | 186.57 | ||
| McDonald's Corporation (MCD) | 0.0 | $149k | +19% | 645.00 | 231.01 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $149k | 1.4k | 109.88 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $147k | -57% | 370.00 | 397.30 | |
| Us Bancorp Del Com New (USB) | 0.0 | $146k | -17% | 2.5k | 57.55 | |
| Carrier Global Corporation (CARR) | 0.0 | $145k | -19% | 3.0k | 48.63 | |
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.0 | $144k | 2.8k | 50.76 | ||
| Intercontinental Exchange (ICE) | 0.0 | $142k | -24% | 1.2k | 119.03 | |
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $142k | 1.8k | 78.37 | ||
| UGI Corporation (UGI) | 0.0 | $140k | 3.0k | 46.67 | ||
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.0 | $140k | -14% | 2.9k | 48.68 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $139k | 1.3k | 104.04 | ||
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $139k | -2% | 1.3k | 107.75 | |
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $137k | -35% | 20k | 6.83 | |
| Fidelity National Information Services (FIS) | 0.0 | $137k | +10% | 969.00 | 141.38 | |
| General Motors Company (GM) | 0.0 | $136k | -12% | 2.3k | 59.16 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $136k | 7.8k | 17.42 | ||
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $136k | 1.3k | 101.49 | ||
| Danaher Corporation (DHR) | 0.0 | $132k | +14% | 493.00 | 267.75 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $129k | +23% | 1.9k | 68.87 | |
| Invesco Exch Traded Fd Tr Ii Dwa Emerg Mkts (PIE) | 0.0 | $129k | 4.7k | 27.43 | ||
| Ionis Pharmaceuticals (IONS) | 0.0 | $127k | -61% | 3.2k | 39.85 | |
| Morgan Stanley Com New (MS) | 0.0 | $126k | -21% | 1.4k | 91.64 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $126k | +33% | 1.8k | 69.00 | |
| Public Storage (PSA) | 0.0 | $126k | 419.00 | 300.72 | ||
| Booking Holdings (BKNG) | 0.0 | $123k | +21% | 56.00 | 2196.43 | |
| Gilead Sciences (GILD) | 0.0 | $120k | -29% | 1.7k | 68.61 | |
| Te Connectivity Reg Shs (TEL) | 0.0 | $119k | +14% | 881.00 | 135.07 | |
| Servicenow (NOW) | 0.0 | $119k | +3% | 216.00 | 550.93 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $119k | 926.00 | 128.51 | ||
| Netflix (NFLX) | 0.0 | $118k | +29% | 224.00 | 526.79 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $118k | -37% | 325.00 | 363.08 | |
| Lululemon Athletica (LULU) | 0.0 | $118k | 324.00 | 364.20 | ||
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $116k | 1.3k | 88.55 | ||
| Texas Instruments Incorporated (TXN) | 0.0 | $116k | -28% | 601.00 | 193.01 | |
| Altria (MO) | 0.0 | $115k | -24% | 2.4k | 48.65 | |
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $115k | +92% | 1.3k | 90.69 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $115k | +520% | 3.1k | 37.22 | |
| V.F. Corporation (VFC) | 0.0 | $114k | 1.4k | 82.07 | ||
| Spdr Ser Tr S&p Homebuild (XHB) | 0.0 | $113k | NEW | 1.5k | 73.00 | |
| Nuveen Global High Income SHS (JGH) | 0.0 | $112k | +64% | 6.9k | 16.33 | |
| Pgim Global Short Duration H (GHY) | 0.0 | $112k | +87% | 7.0k | 16.00 | |
Past Filings by Carolinas Wealth Consulting
SEC 13F filings are viewable for Carolinas Wealth Consulting going back to 2019
- 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