Carolinas Wealth Consulting

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

Portfolio Holdings for Carolinas Wealth Consulting

Companies in the Carolinas Wealth Consulting portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Russell 1000 Growth Index (IWF) 9.00 110432 +77% 150.63
Vanguard Dividend Appreciation ETF (VIG) 6.20 110849 +147% 103.39
Vanguard Scottsdale Fds vng rus1000grw 6.13 73177 +111% 154.72
iShares Russell 1000 Value Index (IWD) 4.97 92627 +82% 99.19
Vanguard Russell 1000 Value Et 4.87 103425 +146% 87.01
iShares S&P; 500 Index (IVV) 4.66 33294 +193% 258.39
Vanguard S&p 500 Etf idx fd 4.60 35910 +483% 236.81
SPDR S&P; 500 ETF (SPY) 4.00 28501 +422% 259.04
Vanguard Total Stock Market ETF (VTI) 3.52 50520 +54% 128.88
Pinnacle Financial Partners (PNFP) 2.79 137523 NEW 37.55
Rbc Cad Com 2.79 83762 NEW 61.56
iShares Russell 2000 Growth Index (IWO) 2.65 30905 +63% 158.19
Vanguard Admiral Fds Inc cmn 2.39 43077 +216% 102.54
iShares Russell 2000 Value Index (IWN) 2.35 52938 +51% 82.02
Vanguard Emerging Markets ETF (VWO) 1.88 103498 +116% 33.54
iShares MSCI EAFE Index Fund (EFA) 1.86 64215 +225% 53.49
Amazon (AMZN) 1.86 1759 NEW 1951.68
Berkshire Hathaway (BRK.B) 1.66 16818 +135% 182.72
iShares Russell 2000 Index (IWM) 1.62 26212 +294% 114.41
Apple (AAPL) 1.59 11572 +118% 254.32
Facebook Inc cl a 1.25 13881 +18% 166.92
Bank of America Corporation (BAC) 1.23 107264 +28% 21.21
Vanguard Value ETF (VTV) 1.04 21570 +525% 89.11
iShares S&P; SmallCap 600 Index (IJR) 0.94 30897 +88% 56.19
Vanguard Europe Pacific ETF (VEA) 0.91 50631 +176% 33.32
Berkshire Hathaway (BRK.A) 0.88 6 +20% 272000.00
Alphabet Inc Class C cs 0.88 1391 +30% 1162.47
Vanguard High Dividend Yield ETF (VYM) 0.87 22636 +35% 70.73
Microsoft Corporation (MSFT) 0.85 9953 +231% 157.84
Invesco Exchange W&p 500 Qualit equities 0.79 48943 +170% 29.93
Vanguard Short Term Corporate Bond ETF (VCSH) 0.74 17249 +183% 78.96
Ishares Core Intl Stock Etf core 0.72 28185 +9% 46.94
Alphabet Inc Class A cs 0.70 1111 1161.12
Duke Energy 0.57 13047 +33% 80.71
Vanguard Small-Cap ETF (VB) 0.56 8980 +1518% 115.37
Vanguard Short-Term Bond ETF (BSV) 0.53 11972 NEW 82.02
iShares MSCI Emerging Markets Indx (EEM) 0.48 26233 +84% 34.08
Schwab Strategic Tr us dividend eq 0.48 19656 +2262% 45.02
Vanguard Growth ETF (VUG) 0.47 5544 NEW 156.75
iShares S&P; 500 Growth Index (IVW) 0.44 4960 +11% 164.92
iShares S&P; 1500 Index Fund (ISI) 0.43 13873 +2% 57.16
SPDR Gold Trust (GLD) 0.40 4971 NEW 148.26
UnitedHealth (UNH) 0.37 2755 +30% 249.00
iShares S&P; 500 Value Index (IVE) 0.34 6592 +22% 96.18
Vanguard Star Fd Intl Stk Idxf 0.33 14533 +118% 41.97
iShares Russell 1000 Index (IWB) 0.29 3838 +56% 141.48
Ark Etf Tr innovation etf 0.29 12252 NEW 44.07
iShares Russell 3000 Growth Index (IWZ) 0.28 9182 NEW 56.96
Technology SPDR (XLK) 0.28 6463 +6% 80.30
AT&T; (T) 0.28 17675 +152% 29.19
iShares Russell 3000 Value Index (IWW) 0.28 11099 NEW 46.22
Vanguard Mun Bd Fd Inc tax-exempt bd 0.26 8915 +24% 52.94
iShares S&P; 100 Index (OEF) 0.26 3979 +147% 118.62
Procter & Gamble Company (PG) 0.25 4273 +120% 109.99
Vanguard Small-Cap Growth ETF (VBK) 0.25 3057 +634% 149.82
3M Company (MMM) 0.25 3327 NEW 136.46
Vanguard REIT ETF (VNQ) 0.24 6373 +373% 69.83
Schwab Strategic Tr schwab fdt us bm 0.23 14017 NEW 30.68
iShares Dow Jones Select Dividend (DVY) 0.23 5806 +156% 73.37
Verizon Communications (VZ) 0.22 7523 +18% 53.44
Altice Usa Inc cl a 0.21 17215 NEW 22.31
Ishares Inc core msci emkt 0.21 9429 +53% 40.51
Vanguard Large-Cap ETF (VV) 0.19 2882 NEW 118.67
Pepsi (PEP) 0.18 2741 NEW 120.03
Gilead Sciences (GILD) 0.18 4378 -6% 74.92
Truist Financial Corp equities 0.18 10499 +13% 30.86
Schwab U S Large Cap Growth ETF (SCHG) 0.18 4071 NEW 79.59
iShares S&P; Moderate Allocation Fund ETF (AOM) 0.17 8539 NEW 36.66
First Tr Exch Traded Fund Ii lng/sht equity 0.16 8147 NEW 37.31
First Tr Exchange Traded Fd first tr nasdaq 0.16 11609 NEW 25.67
Coca-Cola Company (KO) 0.16 6662 NEW 44.43
Crown Castle Intl 0.16 1998 NEW 144.14
Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit 0.15 25432 NEW 11.25
Ark Etf Tr gen rev mltsct 0.15 9015 NEW 31.28
Exchange Traded Concepts Tr Em emqq em intern 0.15 8914 NEW 31.30
Johnson & Johnson (JNJ) 0.15 2052 NEW 132.07
Colgate-Palmolive Company (CL) 0.15 4057 NEW 66.55
South State Corporation 0.15 4587 NEW 58.64
AvalonBay Communities (AVB) 0.14 1773 NEW 148.34
Invesco Exchange Traded Fd T ftse rafi 1000 0.14 2814 NEW 92.75
Abbvie 0.14 3325 NEW 76.09
Vanguard Admiral Fds Inc cmn 0.14 2597 -21% 97.03
Vanguard Small-Cap Value ETF (VBR) 0.13 2811 +438% 88.58
Automatic Data Processing (ADP) 0.13 1788 NEW 137.58
Pza etf 0.13 9347 25.78
JPMorgan Chase & Co. (JPM) 0.13 2635 NEW 89.94
Ishares Core Msci Eafe Etf core msci eafe 0.13 4621 +42% 49.99
Sch Fnd Us Lg Etf schwb fdt us lg 0.12 7115 NEW 31.34
Merck & Co (MRK) 0.12 2783 NEW 77.25
Tesla Motors (TSLA) 0.12 411 NEW 523.11
Chevron Corporation (CVX) 0.12 2957 NEW 72.71
MasterCard Incorporated (MA) 0.11 879 241.18
NVIDIA Corporation (NVDA) 0.11 800 NEW 263.75
Lowe's Companies (LOW) 0.11 2430 NEW 86.01
Southern Company (SO) 0.11 3815 NEW 54.00
Dominion Resources (D) 0.11 2780 NEW 72.30
Sch Fnd Intl Lg Etf 0.10 9058 NEW 20.98
Vanguard Information Technology ETF (VGT) 0.10 866 NEW 212.47
iShares S&P; Growth Allocation Fund (AOR) 0.10 4381 NEW 41.54
iShares S&P; MidCap 400 Index (IJH) 0.10 1222 NEW 144.03
iShares Dow Jones US Utilities (IDU) 0.09 1247 +56% 137.93
iShares Dow Jones US Technology (IYW) 0.09 816 +296% 203.43
Financial Select Sector SPDR (XLF) 0.09 7812 -24% 20.87
Vanguard Health Care ETF (VHT) 0.09 964 +155% 165.98
Vanguard Sht Term Govt Bond ETF (VGSH) 0.08 2525 NEW 62.18
Vanguard Financials ETF (VFH) 0.08 2938 +67% 50.71
Invesco Exchange Traded Fd T s&p500 pur gwt 0.08 1430 +4368% 100.70
iShares Dow Jones U.S. Index Fund (IYY) 0.07 1017 NEW 126.84
Vanguard Intermediate-Term Bond ETF (BIV) 0.06 1266 NEW 89.26
Invesco Dynamic Large etf - e 0.06 2469 NEW 43.74
iShares Barclays TIPS Bond Fund (TIP) 0.06 905 NEW 118.23
iShares MSCI ACWI Index Fund (ACWI) 0.05 1575 NEW 62.86
Invesco Ftse Rafi Dev etf - e 0.04 2697 +5404% 30.40
Industrial SPDR (XLI) 0.04 1347 -34% 58.65
Vanguard Total World Stock Idx Fd (VT) 0.04 1249 NEW 62.45
Ford Motor Company (F) 0.04 15496 NEW 4.71
Vanguard Admiral Fds Inc cmn 0.04 827 +1869% 87.06
Schwab U S Small Cap ETF (SCHA) 0.04 1391 NEW 51.76
Invesco Exchange Traded Fd T ftse rafi 1500 0.04 797 NEW 89.08
Invesco Dwa Emerging Markets Momentum Etf 0.04 4643 NEW 14.43
Vanguard Total Bond Market ETF (BND) 0.04 762 NEW 85.30
Consumer Discretionary SPDR (XLY) 0.03 639 +11% 98.59
Vanguard Whitehall Fds Inc intl dvd etf 0.03 1038 NEW 57.80
Health Care SPDR (XLV) 0.03 672 +464% 87.80
Vanguard FTSE All-World ex-US ETF (VEU) 0.03 1392 +3563% 41.67
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.03 1734 NEW 31.72
Ishares Tr s^p aggr all 0.02 971 NEW 46.34
iShares S&P; Global 100 Index (IOO) 0.02 941 NEW 44.63
iShares Cohen & Steers Realty Maj. (ICF) 0.02 422 NEW 92.42
Invesco Exchange Traded Fd T rusel 2000 val 0.02 1898 NEW 20.02
Vanguard Mid-Cap ETF (VO) 0.02 278 NEW 133.09
Energy Select Sector SPDR (XLE) 0.02 1245 NEW 28.92
Consumer Staples Select Sect. SPDR (XLP) 0.02 661 +196% 54.46
iShares S&P; SmallCap 600 Value Idx (IJS) 0.02 329 -74% 100.30
Schwab U S Broad Market ETF (SCHB) 0.02 527 +123% 60.72
iShares S&P; Conservative Allocatn Fd ETF (AOK) 0.02 921 NEW 33.66
Schwab Strategic Tr us lrg cap etf 0.02 510 NEW 60.78
Invesco S&p 500 Low Volatility Etf 0.02 588 +3358% 47.62
ISHARES TR MSCI Small Cap msci small cap 0.01 596 NEW 43.62
iShares Dow Jones US Financial Svc. (IYG) 0.01 257 -11% 101.17
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.01 238 NEW 105.04
iShares Lehman Aggregate Bond (AGG) 0.01 203 +9% 113.30
iShares Dow Jones US Medical Dev. (IHI) 0.01 100 NEW 220.00
Sch Fnd Us Sm Etf schwab fdt us sc 0.01 837 -88% 26.28
Invesco Exchng Traded Fd Tr china technlgy 0.01 434 48.39
Vanguard Admiral Fds Inc equity 0.01 197 NEW 91.37
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.01 215 NEW 79.07
Utilities SPDR (XLU) 0.01 305 +267% 55.74
iShares Dow Jones US Health Care (IHF) 0.01 101 NEW 168.32
iShares S&P; SmallCap 600 Growth (IJT) 0.01 113 NEW 132.74
iShares FTSE NAREIT Real Est 50 Ind (FTY) 0.01 350 NEW 40.00
Vanguard Industrials ETF (VIS) 0.01 112 NEW 107.14
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.01 77 NEW 142.86
Pgx etf 0.00 662 13.60
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.00 371 NEW 24.26
Invesco Water Resource Port (p 0.00 290 NEW 31.03
iShares FTSE NAREIT Resi Plus Capp (REZ) 0.00 147 NEW 54.42
iShares S&P; Global Financials Sect. (IXG) 0.00 178 NEW 44.94
Vanguard Energy ETF (VDE) 0.00 202 NEW 34.65
Vanguard European ETF (VGK) 0.00 125 NEW 40.00
Ishares Msci Japan 0.00 110 NEW 45.45
iShares Dow Jones US Reg Banks Ind. (IAT) 0.00 150 NEW 26.67
iShares Russell Midcap Growth Idx. (IWP) 0.00 34 117.65
Invesco Exchange Traded Fd Tr etf 0.00 218 13.76
Sch Us Mid-cap Etf etf 0.00 82 NEW 36.59
Vanguard Mid-Cap Value ETF (VOE) 0.00 35 85.71
iShares Russell Midcap Value Index (IWS) 0.00 46 65.22
Schwab International Equity ETF (SCHF) 0.00 62 NEW 32.26
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