Carolinas Wealth Consulting
Latest statistics and disclosures from Carolinas Wealth Consulting's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIG, VONG, VOO, SCHD, VONV, and represent 25.94% of Carolinas Wealth Consulting's stock portfolio.
- Added to shares of these 10 stocks: MSFT (+$6.2M), AMZN, VOOG, SCHD, STIP, AAPL, IEFA, VIG, SCHY, DUK.
- Started 30 new stock positions in EMBC, HLMN, SHM, RSP, CODI, VOOG, Tuttle Capital Short Innovation ETF, WBD, DFUV, HDRO.
- Reduced shares in these 10 stocks: IWO (-$15M), VIOO (-$11M), IWN, VWO, VONG, IVV, QQQ, IWF, JPST, VTEB.
- Sold out of its positions in BTAL, ALEX, ANIK, BC, BMBL, CMC Materials, CZR, CCJ, CG, CDAY.
- Carolinas Wealth Consulting was a net buyer of stock by $2.5M.
- Carolinas Wealth Consulting has $403M in assets under management (AUM), dropping by -11.03%.
- Central Index Key (CIK): 0001803425
Tip: Access up to 7 years of quarterly data
Positions held by Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Carolinas Wealth Consulting
Carolinas Wealth Consulting holds 923 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Carolinas Wealth Consulting has 923 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Carolinas Wealth Consulting June 30, 2022 positions
- Download the Carolinas Wealth Consulting June 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 6.3 | $25M | +6% | 177k | 143.47 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 6.1 | $25M | -7% | 439k | 56.41 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.3 | $21M | +6% | 61k | 348.31 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.2 | $17M | +13% | 233k | 71.63 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 4.1 | $16M | +7% | 256k | 63.92 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.9 | $16M | -7% | 73k | 218.70 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.8 | $15M | +2% | 198k | 76.79 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 3.5 | $14M | 96k | 144.97 | ||
| Apple (AAPL) | 3.4 | $14M | +15% | 101k | 136.72 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 3.0 | $12M | -48% | 70k | 170.03 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $12M | -12% | 31k | 379.15 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $9.1M | 24k | 378.82 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 2.0 | $8.2M | -35% | 60k | 136.15 | |
| Microsoft Corporation (MSFT) | 2.0 | $8.1M | +334% | 108k | 75.22 | |
| Pinnacle Financial Partners (PNFP) | 1.7 | $7.0M | 97k | 72.30 | ||
| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.6 | $6.3M | -70% | 31k | 206.32 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $6.1M | -2% | 66k | 92.40 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $6.0M | -9% | 32k | 188.63 | |
| Ishares Tr Blackrock Ultra (ICSH) | 1.4 | $5.6M | +24% | 111k | 50.04 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.3 | $5.3M | -19% | 106k | 50.09 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.3 | $5.3M | +30% | 13.00 | 408923.08 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $4.9M | -40% | 117k | 41.65 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.1 | $4.4M | +3% | 104k | 42.00 | |
| Amazon (AMZN) | 1.0 | $4.1M | +1858% | 39k | 106.22 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $4.0M | 15k | 273.02 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $3.9M | +39% | 1.8k | 2179.15 | |
| Bank of America Corporation (BAC) | 0.9 | $3.8M | +32% | 123k | 31.13 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $3.8M | -2% | 1.7k | 2187.57 | |
| Meta Platforms Cl A (META) | 0.8 | $3.4M | +32% | 21k | 161.24 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $3.3M | 53k | 62.48 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $3.2M | 19k | 169.35 | ||
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.8 | $3.1M | NEW | 14k | 217.64 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.7 | $2.9M | +28% | 38k | 76.25 | |
| Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) | 0.7 | $2.6M | +19% | 64k | 40.80 | |
| Duke Energy Corp Com New (DUK) | 0.6 | $2.5M | +128% | 53k | 47.47 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $2.5M | 14k | 176.14 | ||
| Schwab Strategic Tr Internl Divid (SCHY) | 0.6 | $2.3M | +182% | 102k | 22.49 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $2.2M | +281% | 37k | 58.86 | |
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $2.2M | +4% | 17k | 131.87 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.5 | $2.1M | +842% | 21k | 101.42 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $2.0M | +5% | 20k | 101.72 | |
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.4 | $1.8M | +31% | 15k | 119.60 | |
| Altice Usa Cl A (ATUS) | 0.4 | $1.6M | 177k | 9.25 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $1.6M | 18k | 91.09 | ||
| UnitedHealth (UNH) | 0.4 | $1.6M | +4% | 3.0k | 513.45 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.2M | -15% | 21k | 60.36 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $1.2M | 19k | 62.44 | ||
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.3 | $1.0M | +4531% | 7.6k | 132.83 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $996k | 5.9k | 168.53 | ||
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $996k | 18k | 57.04 | ||
| Avidxchange Holdings (AVDX) | 0.2 | $996k | 162k | 6.14 | ||
| T Rowe Price Etf Price Blue Chip (TCHP) | 0.2 | $979k | +241% | 45k | 21.98 | |
| Ford Motor Company (F) | 0.2 | $945k | 85k | 11.14 | ||
| JPMorgan Chase & Co. (JPM) | 0.2 | $936k | +5% | 8.3k | 112.55 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $934k | +1641% | 11k | 82.76 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $930k | 6.8k | 137.51 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $909k | -59% | 3.2k | 280.82 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $906k | 6.1k | 148.21 | ||
| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $895k | -35% | 22k | 39.88 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $880k | 6.9k | 128.19 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $865k | 22k | 40.09 | ||
| Abbvie (ABBV) | 0.2 | $812k | +272% | 21k | 39.37 | |
| Procter & Gamble Company (PG) | 0.2 | $796k | +1758% | 93k | 8.57 | |
| Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.2 | $784k | 16k | 50.23 | ||
| Core Scientific Common Stock (CORZ) | 0.2 | $745k | 500k | 1.49 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $724k | 1.7k | 415.14 | ||
| Broadcom (AVGO) | 0.2 | $717k | 1.5k | 486.10 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $713k | 3.4k | 207.87 | ||
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $692k | 4.0k | 172.40 | ||
| NVIDIA Corporation (NVDA) | 0.2 | $678k | -2% | 4.5k | 151.61 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $666k | 5.2k | 127.17 | ||
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $660k | 7.9k | 83.76 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $646k | +5% | 2.3k | 277.61 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $616k | -7% | 2.8k | 222.70 | |
| Abbott Laboratories (ABT) | 0.2 | $611k | +213% | 17k | 35.06 | |
| At&t (T) | 0.1 | $583k | +15% | 32k | 18.22 | |
| Pepsi (PEP) | 0.1 | $578k | +477% | 20k | 29.36 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $578k | 6.9k | 83.66 | ||
| Coca-Cola Company (KO) | 0.1 | $561k | +389% | 41k | 13.80 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $546k | 3.6k | 149.84 | ||
| Nextera Energy (NEE) | 0.1 | $545k | +545% | 42k | 12.95 | |
| Enbridge (ENB) | 0.1 | $535k | 13k | 42.25 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $529k | 7.0k | 75.27 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $528k | 2.7k | 197.01 | ||
| Truist Financial Corp equities (TFC) | 0.1 | $522k | 11k | 47.42 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $503k | 2.6k | 197.02 | ||
| Raytheon Technologies Corp (RTX) | 0.1 | $492k | +170% | 14k | 36.25 | |
| Visa Com Cl A (V) | 0.1 | $486k | +6% | 2.5k | 196.92 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $481k | 2.1k | 226.35 | ||
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.1 | $473k | NEW | 7.2k | 65.56 | |
| Johnson & Johnson (JNJ) | 0.1 | $470k | +501% | 17k | 27.64 | |
| Costco Wholesale Corporation (COST) | 0.1 | $461k | +962% | 8.9k | 51.68 | |
| Verizon Communications (VZ) | 0.1 | $454k | +452% | 46k | 9.80 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $452k | +4% | 1.4k | 315.64 | |
| Home Depot (HD) | 0.1 | $451k | +699% | 14k | 33.12 | |
| Chevron Corporation (CVX) | 0.1 | $425k | +565% | 19k | 22.98 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $409k | -9% | 3.7k | 111.81 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.1 | $402k | 7.9k | 50.96 | ||
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $395k | NEW | 7.8k | 50.57 | |
| Walt Disney Company (DIS) | 0.1 | $393k | +312% | 15k | 26.64 | |
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $388k | 3.3k | 117.50 | ||
| Automatic Data Processing (ADP) | 0.1 | $380k | +1492% | 28k | 13.64 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $378k | 9.6k | 39.20 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $378k | 6.5k | 57.97 | ||
| International Business Machines (IBM) | 0.1 | $374k | +278% | 9.9k | 37.91 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $360k | 7.3k | 49.05 | ||
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $358k | 3.0k | 117.80 | ||
| Eli Lilly & Co. (LLY) | 0.1 | $352k | +6251% | 42k | 8.41 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $348k | +6% | 1.4k | 254.95 | |
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $345k | 8.9k | 38.86 | ||
| Lockheed Martin Corporation (LMT) | 0.1 | $341k | +3100% | 27k | 12.79 | |
| Tompkins Financial Corporation (TMP) | 0.1 | $339k | 4.7k | 72.13 | ||
| 3M Company (MMM) | 0.1 | $335k | +463% | 14k | 23.86 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $332k | 2.1k | 155.00 | ||
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $327k | +84% | 9.1k | 35.84 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $325k | -7% | 1.4k | 235.17 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $315k | +2% | 4.7k | 66.96 | |
| Stryker Corporation (SYK) | 0.1 | $306k | 1.5k | 199.48 | ||
| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $292k | 7.5k | 38.94 | ||
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $283k | -3% | 1.8k | 153.30 | |
| Amgen (AMGN) | 0.1 | $276k | -4% | 1.1k | 243.39 | |
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.1 | $273k | 10k | 26.61 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $271k | 1.6k | 172.28 | ||
| Mondelez Intl Cl A (MDLZ) | 0.1 | $271k | -7% | 4.3k | 62.46 | |
| Silicom Ord (SILC) | 0.1 | $269k | 8.0k | 33.62 | ||
| LeMaitre Vascular (LMAT) | 0.1 | $269k | 5.9k | 45.59 | ||
| Union Pacific Corporation (UNP) | 0.1 | $268k | +24% | 1.3k | 213.21 | |
| Honeywell International (HON) | 0.1 | $262k | -8% | 1.5k | 173.62 | |
| FedEx Corporation (FDX) | 0.1 | $260k | +8% | 1.1k | 227.67 | |
| Merck & Co (MRK) | 0.1 | $259k | +448% | 18k | 14.26 | |
| Skyline Corporation (SKY) | 0.1 | $257k | +22% | 5.4k | 47.45 | |
| Becton, Dickinson and (BDX) | 0.1 | $256k | -4% | 1.0k | 246.39 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $253k | -10% | 8.0k | 31.51 | |
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.1 | $248k | 5.6k | 44.45 | ||
| EnPro Industries (NPO) | 0.1 | $246k | 3.0k | 82.00 | ||
| Ecolab (ECL) | 0.1 | $246k | -5% | 1.6k | 154.43 | |
| Nucor Corporation (NUE) | 0.1 | $243k | 2.3k | 104.52 | ||
| Norfolk Southern (NSC) | 0.1 | $242k | +883% | 10k | 24.08 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $242k | -2% | 4.1k | 58.84 | |
| Cdw (CDW) | 0.1 | $240k | 1.5k | 157.38 | ||
| Illinois Tool Works (ITW) | 0.1 | $238k | 1.3k | 183.78 | ||
| Lowe's Companies (LOW) | 0.1 | $235k | +559% | 12k | 19.33 | |
| Broadridge Financial Solutions (BR) | 0.1 | $231k | -15% | 1.6k | 143.48 | |
| Ally Financial (ALLY) | 0.1 | $225k | -12% | 6.7k | 33.51 | |
| McDonald's Corporation (MCD) | 0.1 | $222k | +3279% | 21k | 10.70 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $222k | -84% | 4.5k | 49.84 | |
| Starbucks Corporation (SBUX) | 0.1 | $221k | +34% | 2.9k | 76.50 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $218k | -30% | 3.1k | 71.45 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $217k | -22% | 2.5k | 87.43 | |
| Ventas (VTR) | 0.1 | $217k | 4.2k | 51.88 | ||
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $216k | +23900% | 1.4k | 150.00 | |
| Dominion Resources (D) | 0.1 | $215k | +2266% | 50k | 4.33 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $211k | 3.5k | 60.74 | ||
| Pfizer (PFE) | 0.1 | $210k | +278% | 15k | 14.15 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $210k | -2% | 2.4k | 85.75 | |
| Waste Management (WM) | 0.1 | $209k | +2043% | 26k | 8.08 | |
| Tesla Motors (TSLA) | 0.1 | $206k | -78% | 306.00 | 673.20 | |
| Nike CL B (NKE) | 0.1 | $204k | +13% | 2.0k | 102.72 | |
| Wal-Mart Stores (WMT) | 0.1 | $203k | +744% | 17k | 12.05 | |
| Palo Alto Networks (PANW) | 0.1 | $202k | +6% | 408.00 | 495.10 | |
| Philip Morris International (PM) | 0.0 | $199k | +1704% | 35k | 5.66 | |
| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $199k | -9% | 5.3k | 37.81 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $197k | 3.1k | 63.16 | ||
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $197k | 26k | 7.70 | ||
| RPM International (RPM) | 0.0 | $196k | 2.5k | 78.53 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $195k | -14% | 3.9k | 49.83 | |
| Citigroup Com New (C) | 0.0 | $189k | 4.1k | 45.94 | ||
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $188k | 8.0k | 23.42 | ||
| ResMed (RMD) | 0.0 | $186k | 888.00 | 209.46 | ||
| Realty Income (O) | 0.0 | $178k | 2.6k | 68.38 | ||
| AvalonBay Communities (AVB) | 0.0 | $177k | 904.00 | 195.80 | ||
| Wells Fargo & Company (WFC) | 0.0 | $176k | -11% | 4.5k | 39.26 | |
| Li Auto Sponsored Ads (LI) | 0.0 | $172k | 4.5k | 38.22 | ||
| Emerson Electric (EMR) | 0.0 | $172k | +1567% | 31k | 5.61 | |
| BlackRock (BLK) | 0.0 | $171k | +2% | 280.00 | 610.71 | |
| Medtronic SHS (MDT) | 0.0 | $170k | +424% | 9.6k | 17.67 | |
| Goldman Sachs (GS) | 0.0 | $170k | 573.00 | 296.68 | ||
| Micron Technology (MU) | 0.0 | $168k | 3.0k | 55.24 | ||
| Southern Company (SO) | 0.0 | $166k | +2579% | 49k | 3.36 | |
| Qualcomm (QCOM) | 0.0 | $163k | +9% | 1.3k | 127.64 | |
| Linde SHS (LIN) | 0.0 | $162k | +4763% | 22k | 7.26 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $162k | 940.00 | 172.34 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $161k | -6% | 1.8k | 91.11 | |
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $159k | 1.9k | 85.76 | ||
| Innoviz Technologies SHS (INVZ) | 0.0 | $157k | 40k | 3.92 | ||
| American Intl Group Com New (AIG) | 0.0 | $156k | -2% | 3.0k | 51.25 | |
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.0 | $156k | -3% | 3.9k | 39.77 | |
| Boston Properties (BXP) | 0.0 | $151k | 1.7k | 89.88 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $149k | +722% | 15k | 10.24 | |
| Us Bancorp Del Com New (USB) | 0.0 | $148k | 3.2k | 46.50 | ||
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $146k | 1.8k | 83.43 | ||
| Hca Holdings (HCA) | 0.0 | $146k | +15% | 869.00 | 168.01 | |
| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.0 | $145k | 2.5k | 58.59 | ||
| Global Payments (GPN) | 0.0 | $145k | 1.3k | 110.77 | ||
| Valero Energy Corporation (VLO) | 0.0 | $144k | +18% | 1.4k | 106.67 | |
| Ii-vi | 0.0 | $144k | 2.8k | 50.88 | ||
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $143k | 12k | 12.38 | ||
| Xpeng Ads (XPEV) | 0.0 | $143k | 4.5k | 31.78 | ||
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $143k | -28% | 1.8k | 79.93 | |
| Skechers U S A Cl A (SKX) | 0.0 | $142k | 4.0k | 35.50 | ||
| Clough Global Opportunities Sh Ben Int (GLO) | 0.0 | $139k | 19k | 7.34 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $135k | 2.6k | 51.63 | ||
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $133k | 5.3k | 25.32 | ||
| CVS Caremark Corporation (CVS) | 0.0 | $133k | 1.4k | 92.55 | ||
| Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 0.0 | $133k | -39% | 4.1k | 32.45 | |
| Diageo Spon Adr New (DEO) | 0.0 | $132k | +7159% | 38k | 3.48 | |
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $132k | 857.00 | 154.03 | ||
| Kimco Realty Corporation (KIM) | 0.0 | $130k | 6.6k | 19.77 | ||
| Intel Corporation (INTC) | 0.0 | $129k | +383% | 16k | 8.19 | |
| Royce Value Trust (RVT) | 0.0 | $128k | 9.1k | 14.00 | ||
| Deere & Company (DE) | 0.0 | $128k | +16% | 427.00 | 299.77 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $128k | 2.9k | 44.14 | ||
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $127k | 1.7k | 74.10 | ||
| Altria (MO) | 0.0 | $127k | +1716% | 40k | 3.21 | |
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.0 | $125k | 2.6k | 48.75 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $122k | 372.00 | 327.96 | ||
| L3harris Technologies (LHX) | 0.0 | $121k | 502.00 | 241.04 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $121k | 1.0k | 119.09 | ||
| Colgate-Palmolive Company (CL) | 0.0 | $120k | +645% | 13k | 9.30 | |
| Servicenow (NOW) | 0.0 | $119k | +16% | 251.00 | 474.10 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $118k | 1.1k | 103.06 | ||
| Cisco Systems (CSCO) | 0.0 | $118k | -2% | 2.8k | 42.68 | |
| Target Corporation (TGT) | 0.0 | $117k | +3559% | 24k | 4.97 | |
| TJX Companies (TJX) | 0.0 | $117k | 2.1k | 55.90 | ||
| Toyota Motor Corp Ads (TM) | 0.0 | $116k | 751.00 | 154.46 | ||
| Clough Global Equity Fund closed-end fund (GLQ) | 0.0 | $114k | 13k | 9.10 | ||
| Intercontinental Exchange (ICE) | 0.0 | $114k | 1.2k | 93.83 | ||
| salesforce (CRM) | 0.0 | $114k | -15% | 689.00 | 165.46 | |
| Dollar Tree (DLTR) | 0.0 | $114k | +41% | 732.00 | 155.74 | |
| Calamos Conv & High Income F Com Shs (CHY) | 0.0 | $114k | 10k | 11.15 | ||
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $113k | 2.3k | 49.89 | ||
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $112k | 1.2k | 92.18 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $112k | +2% | 986.00 | 113.59 | |
| FirstEnergy (FE) | 0.0 | $111k | +19% | 2.9k | 38.46 | |
| Stag Industrial (STAG) | 0.0 | $110k | 3.5k | 31.04 | ||
| Danaher Corporation (DHR) | 0.0 | $110k | 433.00 | 254.04 | ||
| Chubb (CB) | 0.0 | $110k | 555.00 | 198.20 | ||
| Genuine Parts Company (GPC) | 0.0 | $109k | +2483% | 18k | 6.20 | |
| Intuit (INTU) | 0.0 | $105k | +22% | 273.00 | 384.62 | |
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $104k | 1.3k | 77.44 | ||
| Devon Energy Corporation (DVN) | 0.0 | $103k | -3% | 1.9k | 55.08 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $103k | 3.0k | 34.33 | ||
| Hartford Financial Services (HIG) | 0.0 | $101k | -7% | 1.5k | 65.54 | |
| United Parcel Service CL B (UPS) | 0.0 | $101k | 555.00 | 181.98 | ||
| Lululemon Athletica (LULU) | 0.0 | $101k | +25% | 370.00 | 272.97 | |
| Zoetis Cl A (ZTS) | 0.0 | $100k | +60% | 580.00 | 172.41 | |
| Caterpillar (CAT) | 0.0 | $100k | -15% | 557.00 | 179.53 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $98k | NEW | 8.2k | 11.94 | |
| Nuveen Multi Asset Income Fu (NMAI) | 0.0 | $98k | 7.3k | 13.49 | ||
| Advanced Micro Devices (AMD) | 0.0 | $98k | +109% | 1.3k | 76.15 |
Past Filings by Carolinas Wealth Consulting
SEC 13F filings are viewable for Carolinas Wealth Consulting going back to 2019
- 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