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 26.58% of Carolinas Wealth Consulting's stock portfolio.
- Added to shares of these 10 stocks: MSFT, IJR, AAPL, VWO, BSV, QQQ, IEFA, SCHD, VONV, IVW.
- Started 94 new stock positions in IAU, LAND, Washington Prime Group, CRSP, Leslies, AROC, JBL, Yumanity Therapeutics, USO, RWR.
- Reduced shares in these 10 stocks: VHT, IWF, IBB, VTI, SPY, IWO, VIOO, IWM, VTV, FTLS.
- Sold out of its positions in ASX, XLRN, YOLO, AJRD, AESE, ALSN, AMED, AAT, AEL, AMWL.
- Carolinas Wealth Consulting was a net buyer of stock by $26M.
- Carolinas Wealth Consulting has $372M in assets under management (AUM), dropping by 25.10%.
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Portfolio Holdings for Carolinas Wealth Consulting
Companies in the Carolinas Wealth Consulting portfolio as of the December 2020 quarterly 13F filing
Carolinas Wealth Consulting has 910 total positions. Only the first 250 positions are shown.
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- Download the Carolinas Wealth Consulting December 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 6.1 | $23M | 160k | 141.17 | ||
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 5.8 | $21M | +3% | 86k | 247.81 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.7 | $21M | -7% | 87k | 241.14 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.0 | $19M | +2% | 54k | 343.69 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 4.1 | $15M | +7% | 127k | 119.82 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 3.4 | $13M | 91k | 136.73 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $12M | +3% | 33k | 375.39 | |
| Ark Etf Tr Innovation Etf (ARKK) | 3.3 | $12M | 96k | 126.01 | ||
| Apple (AAPL) | 3.2 | $12M | +24% | 61k | 195.56 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $10M | -7% | 27k | 375.47 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.6 | $9.6M | +13% | 149k | 64.14 | |
| Pinnacle Financial Partners (PNFP) | 2.5 | $9.3M | +4% | 145k | 64.40 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 2.2 | $8.2M | -5% | 29k | 286.68 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 2.1 | $8.0M | 61k | 131.76 | ||
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 2.1 | $7.9M | -5% | 47k | 167.77 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.1 | $7.8M | +27% | 94k | 82.90 | |
| Rbc Cad (RY) | 1.9 | $7.0M | 85k | 82.06 | ||
| Amazon (AMZN) | 1.8 | $6.8M | +11% | 2.1k | 3256.20 | |
| Microsoft Corporation (MSFT) | 1.8 | $6.6M | +119% | 30k | 222.42 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.7 | $6.3M | +41% | 126k | 50.11 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $6.3M | -15% | 32k | 194.65 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $4.9M | +102% | 53k | 91.89 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $4.8M | -6% | 25k | 196.05 | |
| Facebook Cl A (FB) | 1.2 | $4.3M | +6% | 16k | 273.14 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $4.1M | -4% | 56k | 72.97 | |
| Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 1.0 | $3.6M | +10% | 56k | 63.57 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $3.4M | -4% | 15k | 231.86 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.8 | $3.1M | +2% | 74k | 42.11 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $2.8M | +43% | 15k | 194.68 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.7M | +4% | 1.6k | 1751.61 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.3M | +5% | 1.3k | 1752.31 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.6 | $2.1M | +8% | 45k | 47.22 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $1.9M | -7% | 21k | 91.51 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.8M | +581% | 5.7k | 313.69 | |
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $1.8M | -16% | 15k | 118.97 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $1.8M | +6% | 21k | 83.24 | |
| Tesla Motors (TSLA) | 0.4 | $1.6M | +13% | 2.3k | 705.47 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.6M | +697% | 23k | 69.08 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $1.4M | +24% | 25k | 55.17 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.3 | $1.3M | +4% | 14k | 93.47 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $1.3M | 14k | 91.54 | ||
| Bank of America Corporation (BAC) | 0.3 | $1.2M | -12% | 41k | 30.32 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.2M | +10% | 6.9k | 178.39 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.2M | +285% | 19k | 63.80 | |
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $1.2M | -5% | 18k | 67.18 | |
| UnitedHealth (UNH) | 0.3 | $1.1M | -4% | 3.1k | 350.64 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $1.0M | -14% | 20k | 51.67 | |
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $938k | +11% | 7.2k | 130.04 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $883k | +26% | 7.0k | 127.05 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $860k | 6.7k | 128.05 | ||
| Procter & Gamble Company (PG) | 0.2 | $852k | -2% | 6.1k | 139.10 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $824k | 3.9k | 211.72 | ||
| Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.2 | $805k | 18k | 44.91 | ||
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $789k | 8.9k | 88.66 | ||
| Ford Motor Company (F) | 0.2 | $782k | -5% | 89k | 8.79 | |
| Altice Usa Cl A (ATUS) | 0.2 | $766k | +17% | 20k | 37.89 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $751k | +879% | 1.8k | 421.44 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $735k | +155% | 12k | 61.56 | |
| NVIDIA Corporation (NVDA) | 0.2 | $721k | +57% | 1.4k | 522.09 | |
| Abbott Laboratories (ABT) | 0.2 | $712k | +7% | 6.5k | 109.49 | |
| Walt Disney Company (DIS) | 0.2 | $703k | +62% | 3.9k | 181.19 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $702k | 8.1k | 86.21 | ||
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $691k | 4.0k | 171.55 | ||
| Ishares Tr Nasdaq Biotech (IBB) | 0.2 | $687k | -71% | 4.5k | 151.52 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $683k | -17% | 2.6k | 267.63 | |
| Broadcom (AVGO) | 0.2 | $681k | +427% | 1.6k | 437.94 | |
| Pepsi (PEP) | 0.2 | $663k | +12% | 4.4k | 149.22 | |
| Truist Financial Corp equities (TFC) | 0.2 | $586k | +54% | 12k | 47.97 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $586k | -11% | 2.3k | 253.46 | |
| Johnson & Johnson (JNJ) | 0.2 | $585k | +6% | 3.7k | 157.34 | |
| 3M Company (MMM) | 0.2 | $578k | +2% | 3.3k | 174.68 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $565k | +880% | 2.7k | 206.58 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $564k | +8% | 6.6k | 84.99 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $535k | +552% | 4.7k | 113.35 | |
| Visa Com Cl A (V) | 0.1 | $528k | +39% | 2.4k | 218.63 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $523k | 4.1k | 128.47 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $512k | +81% | 2.2k | 229.80 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $506k | 2.9k | 175.57 | ||
| At&t (T) | 0.1 | $503k | 18k | 28.76 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $503k | +16% | 1.9k | 261.16 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $502k | 1.4k | 356.79 | ||
| Abbvie (ABBV) | 0.1 | $493k | +22% | 4.6k | 107.24 | |
| Nextera Energy (NEE) | 0.1 | $492k | +673% | 6.4k | 77.20 | |
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.1 | $485k | +71% | 4.2k | 115.53 | |
| Paypal Holdings (PYPL) | 0.1 | $483k | +61% | 2.1k | 234.35 | |
| Automatic Data Processing (ADP) | 0.1 | $477k | 2.7k | 176.99 | ||
| Verizon Communications (VZ) | 0.1 | $477k | 8.1k | 58.71 | ||
| Ionis Pharmaceuticals (IONS) | 0.1 | $469k | +166% | 8.3k | 56.49 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $443k | +4% | 3.1k | 142.22 | |
| Honeywell International (HON) | 0.1 | $441k | +45% | 2.1k | 212.63 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $436k | 7.2k | 60.20 | ||
| Comcast Corp Cl A (CMCSA) | 0.1 | $436k | +9% | 8.3k | 52.37 | |
| Coca-Cola Company (KO) | 0.1 | $426k | +4% | 7.8k | 54.81 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $420k | +41% | 7.1k | 59.52 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $419k | +18% | 7.1k | 58.85 | |
| Wal-Mart Stores (WMT) | 0.1 | $407k | +67% | 2.8k | 144.79 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $387k | +66% | 6.2k | 62.01 | |
| Skyworks Solutions (SWKS) | 0.1 | $384k | +16666% | 2.5k | 152.68 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $381k | +54% | 5.3k | 71.56 | |
| Costco Wholesale Corporation (COST) | 0.1 | $377k | +50% | 1.0k | 377.00 | |
| Chevron Corporation (CVX) | 0.1 | $374k | +16% | 4.4k | 84.56 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $361k | 2.7k | 133.11 | ||
| Stryker Corporation (SYK) | 0.1 | $359k | +32% | 1.5k | 245.89 | |
| Amgen (AMGN) | 0.1 | $351k | +19% | 1.5k | 229.86 | |
| South State Corporation (SSB) | 0.1 | $348k | +2% | 4.8k | 72.35 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $348k | 1.00 | 348000.00 | ||
| Charles Schwab Corporation (SCHW) | 0.1 | $345k | +3% | 6.5k | 53.00 | |
| Medtronic SHS (MDT) | 0.1 | $344k | +4% | 2.9k | 117.85 | |
| Pacer Fds Tr Bnchmrk Infra (SRVR) | 0.1 | $337k | +30% | 9.4k | 35.82 | |
| Colgate-Palmolive Company (CL) | 0.1 | $334k | +4% | 3.9k | 85.53 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $334k | 3.5k | 96.25 | ||
| Home Depot (HD) | 0.1 | $332k | +33% | 1.3k | 265.60 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.1 | $322k | 7.1k | 45.26 | ||
| Ecolab (ECL) | 0.1 | $317k | +77% | 1.5k | 216.68 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $315k | 5.1k | 62.12 | ||
| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $309k | -24% | 7.1k | 43.25 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $308k | 871.00 | 353.62 | ||
| Lauder Estee Cos Cl A (EL) | 0.1 | $307k | +5% | 1.2k | 266.49 | |
| Crown Castle Intl (CCI) | 0.1 | $306k | -7% | 1.9k | 158.96 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $301k | +2% | 2.6k | 117.08 | |
| Lowe's Companies (LOW) | 0.1 | $288k | -7% | 1.8k | 160.36 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $283k | -86% | 1.3k | 223.89 | |
| Global Payments (GPN) | 0.1 | $282k | 1.3k | 215.43 | ||
| Merck & Co (MRK) | 0.1 | $276k | +9% | 3.3k | 82.46 | |
| Ventas (VTR) | 0.1 | $276k | +10% | 5.6k | 49.41 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $266k | +20% | 749.00 | 355.14 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $265k | +275% | 3.1k | 85.15 | |
| Broadridge Financial Solutions (BR) | 0.1 | $264k | -3% | 1.7k | 153.94 | |
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $258k | 9.5k | 27.11 | ||
| Qualcomm (QCOM) | 0.1 | $248k | +188% | 1.6k | 152.33 | |
| Southern Company (SO) | 0.1 | $246k | +6% | 4.0k | 61.38 | |
| Citigroup Com New (C) | 0.1 | $245k | +31% | 4.0k | 61.62 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $241k | +704% | 1.7k | 140.61 | |
| American Intl Group Com New (AIG) | 0.1 | $241k | +62% | 6.4k | 37.89 | |
| Starbucks Corporation (SBUX) | 0.1 | $233k | +8% | 2.2k | 106.98 | |
| Nike CL B (NKE) | 0.1 | $229k | +29% | 1.6k | 141.27 | |
| Pfizer (PFE) | 0.1 | $227k | +18% | 6.2k | 36.78 | |
| Clough Global Opportunities Sh Ben Int (GLO) | 0.1 | $226k | +6% | 20k | 11.11 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $223k | +7% | 5.9k | 37.84 | |
| Illinois Tool Works (ITW) | 0.1 | $220k | 1.1k | 205.03 | ||
| Ishares Tr Msci Usa Multift (LRGF) | 0.1 | $218k | 5.8k | 37.76 | ||
| ResMed (RMD) | 0.1 | $213k | 1.0k | 212.36 | ||
| Norfolk Southern (NSC) | 0.1 | $207k | +40% | 873.00 | 237.11 | |
| Ii-vi (IIVI) | 0.1 | $205k | 2.7k | 75.93 | ||
| Becton, Dickinson and (BDX) | 0.1 | $204k | 817.00 | 249.69 | ||
| Calamos Conv & High Income F Com Shs (CHY) | 0.1 | $203k | 14k | 14.33 | ||
| Philip Morris International (PM) | 0.1 | $202k | 2.4k | 84.03 | ||
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $199k | +27% | 6.0k | 33.14 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $199k | 2.3k | 88.33 | ||
| BlackRock (BLK) | 0.1 | $199k | +104% | 276.00 | 721.01 | |
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.1 | $197k | 31k | 6.34 | ||
| Intel Corporation (INTC) | 0.1 | $197k | +45% | 3.9k | 49.91 | |
| Dominion Resources (D) | 0.1 | $194k | +14% | 2.6k | 75.25 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $193k | -5% | 386.00 | 500.00 | |
| RPM International (RPM) | 0.1 | $192k | 2.1k | 90.74 | ||
| Emerson Electric (EMR) | 0.1 | $190k | +15% | 2.4k | 80.37 | |
| LeMaitre Vascular (LMAT) | 0.1 | $186k | 4.6k | 40.43 | ||
| Intercontinental Exchange (ICE) | 0.0 | $183k | +38% | 1.6k | 115.38 | |
| L3harris Technologies (LHX) | 0.0 | $177k | +190% | 935.00 | 189.30 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $176k | -2% | 1.1k | 164.33 | |
| Goldman Sachs (GS) | 0.0 | $174k | +108% | 660.00 | 263.64 | |
| Stag Industrial (STAG) | 0.0 | $174k | +12% | 5.5k | 31.44 | |
| Cdw (CDW) | 0.0 | $173k | -4% | 1.3k | 132.06 | |
| Hca Holdings (HCA) | 0.0 | $171k | 1.0k | 164.58 | ||
| Boeing Company (BA) | 0.0 | $170k | +18% | 793.00 | 214.38 | |
| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.0 | $167k | 2.5k | 67.53 | ||
| International Business Machines (IBM) | 0.0 | $165k | +50% | 1.3k | 126.24 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $165k | NEW | 940.00 | 175.53 | |
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.0 | $165k | -60% | 3.8k | 43.56 | |
| Pinterest Cl A (PINS) | 0.0 | $159k | 2.4k | 65.70 | ||
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $158k | -7% | 6.1k | 25.79 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $157k | NEW | 2.9k | 54.14 | |
| Micron Technology (MU) | 0.0 | $156k | -8% | 2.1k | 75.29 | |
| salesforce (CRM) | 0.0 | $156k | -27% | 703.00 | 221.91 | |
| TJX Companies (TJX) | 0.0 | $154k | +11% | 2.3k | 68.17 | |
| Prologis (PLD) | 0.0 | $152k | +29% | 1.5k | 99.48 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $150k | -39% | 2.9k | 52.16 | |
| First Tr Value Line Divid In SHS (FVD) | 0.0 | $149k | +326% | 4.2k | 35.18 | |
| Us Bancorp Del Com New (USB) | 0.0 | $148k | 3.1k | 47.04 | ||
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $148k | -41% | 10k | 14.71 | |
| Eli Lilly & Co. (LLY) | 0.0 | $145k | +2% | 857.00 | 169.19 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $145k | +3% | 476.00 | 304.62 | |
| Skechers U S A Cl A (SKX) | 0.0 | $144k | 4.0k | 36.00 | ||
| Gilead Sciences (GILD) | 0.0 | $143k | -54% | 2.5k | 58.27 | |
| Clough Global Equity Fund closed-end fund (GLQ) | 0.0 | $142k | +11% | 10k | 13.67 | |
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $141k | +33% | 16k | 8.75 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $141k | +10% | 1.3k | 106.09 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $141k | +209% | 1.2k | 121.55 | |
| Hartford Financial Services (HIG) | 0.0 | $141k | +154% | 2.9k | 49.23 | |
| Bristol Myers Squibb (BMY) | 0.0 | $140k | +15% | 2.2k | 62.67 | |
| Waste Management (WM) | 0.0 | $140k | +33% | 1.2k | 117.85 | |
| Carrier Global Corporation (CARR) | 0.0 | $140k | +49% | 3.7k | 37.75 | |
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $139k | +41% | 1.8k | 77.78 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $139k | 3.4k | 41.15 | ||
| Skyline Corporation (SKY) | 0.0 | $137k | 4.4k | 31.02 | ||
| Eaton Corp SHS (ETN) | 0.0 | $136k | +81% | 1.1k | 120.14 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $135k | 1.5k | 90.48 | ||
| Kimberly-Clark Corporation (KMB) | 0.0 | $135k | +157% | 995.00 | 135.68 | |
| Altria (MO) | 0.0 | $133k | +64% | 3.2k | 41.85 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $130k | -14% | 557.00 | 233.39 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $128k | +1637% | 1.4k | 94.46 | |
| Cisco Systems (CSCO) | 0.0 | $128k | -56% | 2.9k | 44.61 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $126k | +100% | 1.3k | 96.18 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $125k | +82% | 1.3k | 94.55 | |
| Wells Fargo & Company (WFC) | 0.0 | $123k | -11% | 4.1k | 30.26 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $121k | 1.3k | 93.15 | ||
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $121k | 802.00 | 150.87 | ||
| Linde SHS (LIN) | 0.0 | $121k | -5% | 458.00 | 264.19 | |
| Union Pacific Corporation (UNP) | 0.0 | $120k | +689% | 576.00 | 208.33 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $119k | 1.3k | 89.21 | ||
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $118k | 839.00 | 140.64 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $117k | 915.00 | 127.87 | ||
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.0 | $116k | 2.7k | 42.34 | ||
| Canadian Natl Ry (CNI) | 0.0 | $116k | -4% | 1.1k | 110.48 | |
| Barings Global Short Duration Com cef (BGH) | 0.0 | $111k | 7.3k | 15.14 | ||
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $110k | 2.7k | 40.37 | ||
| Enbridge (ENB) | 0.0 | $110k | -26% | 3.4k | 32.10 | |
| Ishares Gold Trust Ishares (IAU) | 0.0 | $109k | NEW | 6.0k | 18.17 | |
| Caterpillar (CAT) | 0.0 | $109k | +33% | 602.00 | 181.06 | |
| Kkr & Co (KKR) | 0.0 | $108k | +35% | 2.7k | 40.42 | |
| Allstate Corporation (ALL) | 0.0 | $108k | 980.00 | 110.20 | ||
| Morgan Stanley Com New (MS) | 0.0 | $108k | +86% | 1.6k | 68.70 | |
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $108k | -17% | 663.00 | 162.90 | |
| CVS Caremark Corporation (CVS) | 0.0 | $108k | +141% | 1.6k | 68.18 | |
| Invesco Exch Traded Fd Tr Ii Dwa Emerg Mkts (PIE) | 0.0 | $107k | 4.7k | 22.85 | ||
| Enterprise Products Partners (EPD) | 0.0 | $106k | -7% | 5.4k | 19.52 | |
| Intuit (INTU) | 0.0 | $105k | -36% | 277.00 | 379.06 | |
| Palo Alto Networks (PANW) | 0.0 | $105k | NEW | 295.00 | 355.93 | |
| Balchem Corporation (BCPC) | 0.0 | $105k | 910.00 | 115.38 | ||
| Bank of New York Mellon Corporation (BK) | 0.0 | $104k | +123% | 2.5k | 42.45 | |
| V.F. Corporation (VFC) | 0.0 | $104k | +47% | 1.2k | 85.18 | |
| FedEx Corporation (FDX) | 0.0 | $103k | +309% | 397.00 | 259.45 | |
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $102k | -12% | 8.9k | 11.46 | |
| General Motors Company (GM) | 0.0 | $101k | +36% | 2.4k | 41.84 | |
| Danaher Corporation (DHR) | 0.0 | $101k | +41% | 454.00 | 222.47 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $100k | +40% | 1.2k | 81.57 | |
| Servicenow (NOW) | 0.0 | $100k | +2175% | 182.00 | 549.45 | |
| Alexion Pharmaceuticals (ALXN) | 0.0 | $98k | 628.00 | 156.05 | ||
| Lululemon Athletica (LULU) | 0.0 | $98k | 281.00 | 348.75 | ||
| Activision Blizzard (ATVI) | 0.0 | $97k | +333% | 1.0k | 93.27 | |
| Public Storage (PSA) | 0.0 | $95k | +158% | 413.00 | 230.02 | |
| MetLife (MET) | 0.0 | $94k | -5% | 2.0k | 46.77 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $91k | 566.00 | 160.78 | ||
| Booking Holdings (BKNG) | 0.0 | $91k | +28% | 41.00 | 2219.51 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $91k | 6.1k | 15.04 | ||
| Cigna Corp (CI) | 0.0 | $88k | -3% | 424.00 | 207.55 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $88k | +2% | 323.00 | 272.45 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.0 | $88k | +246% | 1.7k | 50.93 | |
| Netflix (NFLX) | 0.0 | $87k | -24% | 162.00 | 537.04 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $87k | -6% | 936.00 | 92.95 | |
Past Filings by Carolinas Wealth Consulting
SEC 13F filings are viewable for Carolinas Wealth Consulting going back to 2019
- 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