Carolinas Wealth Consulting

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

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Portfolio Holdings for Carolinas Wealth Consulting

Carolinas Wealth Consulting holds 952 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Carolinas Wealth Consulting has 952 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 6.0 $27M 166k 162.16
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 5.8 $27M +42% 475k 55.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.3 $24M 57k 415.17
Ishares Tr Rus 1000 Grw Etf (IWF) 4.8 $22M 78k 277.63
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 3.8 $17M +4% 237k 72.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.6 $16M +8% 207k 78.89
Ishares Tr Core S&p500 Etf (IVV) 3.5 $16M +3% 35k 453.68
Ishares Tr Rus 1000 Val Etf (IWD) 3.5 $16M 95k 165.98
Apple (AAPL) 3.4 $15M -3% 88k 174.61
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.3 $15M -3% 193k 77.90
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 2.6 $12M +131% 136k 87.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $11M 24k 453.00
Ishares Tr Rus 2000 Val Etf (IWN) 2.1 $9.6M +57% 94k 102.63
Pinnacle Financial Partners (PNFP) 2.0 $9.0M 97k 92.08

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Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $8.0M 35k 227.67
Ishares Tr Rus 2000 Grw Etf (IWO) 1.7 $7.7M -9% 103k 74.35
Microsoft Corporation (MSFT) 1.7 $7.6M 25k 308.37
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $7.4M +15% 68k 107.88
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.5 $6.6M -20% 131k 50.27
Amazon (AMZN) 1.4 $6.4M 2.0k 3259.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $6.0M +77% 198k 30.43
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.2 $5.3M 10.00 528900.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $5.2M 15k 352.92
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.1 $5.0M +29% 101k 49.91
Alphabet Cap Stk Cl C (GOOG) 1.1 $5.0M +3% 1.8k 2793.12
Ishares Tr Blackrock Ultra (ICSH) 1.0 $4.5M +192% 90k 50.15
Core Scientific Common Stock (CORZ) 0.9 $4.1M NEW 500k 8.23
Ishares Tr Msci Eafe Etf (EFA) 0.9 $3.9M 53k 73.60
Ishares Tr Russell 2000 Etf (IWM) 0.9 $3.9M 19k 205.27
Bank of America Corporation (BAC) 0.8 $3.8M +106% 93k 41.22
Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.5M 1.3k 2781.18
Meta Platforms Cl A (META) 0.8 $3.5M -2% 16k 222.39
Vanguard Index Fds Small Cp Etf (VB) 0.7 $3.0M 14k 212.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $2.9M -9% 8.0k 362.60
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.6 $2.6M +14% 54k 48.04
Duke Energy Corp Com New (DUK) 0.6 $2.6M -3% 23k 111.68
Vanguard Index Fds Value Etf (VTV) 0.5 $2.3M 16k 147.80
Ark Etf Tr Innovation Etf (ARKK) 0.5 $2.3M -31% 35k 66.30
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $2.3M +8% 29k 78.07
Altice Usa Cl A (ATUS) 0.5 $2.2M 180k 12.48
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $2.1M +9% 19k 112.27
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.9M +54% 18k 108.37
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $1.9M +27% 25k 76.37
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.3 $1.6M +49% 11k 141.18
Tesla Motors (TSLA) 0.3 $1.6M +397% 1.4k 1077.40
UnitedHealth (UNH) 0.3 $1.5M -3% 2.9k 509.90
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.5M +5% 29k 51.57
Ford Motor Company (F) 0.3 $1.4M 84k 16.91
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.4M +3% 19k 71.37
Avidxchange Holdings (AVDX) 0.3 $1.3M NEW 162k 8.05
NVIDIA Corporation (NVDA) 0.3 $1.3M +9% 4.6k 272.81
Ishares Tr Core Msci Total (IXUS) 0.3 $1.2M 18k 66.57
Lucid Group (LCID) 0.3 $1.2M +172% 46k 25.40
JPMorgan Chase & Co. (JPM) 0.2 $1.1M -2% 7.8k 136.32
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.1M +3% 5.9k 180.63
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.0M 6.7k 155.75
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $1.0M 6.1k 170.78
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $979k +5% 22k 45.14
Broadcom (AVGO) 0.2 $947k +3% 1.5k 629.65
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $940k +32% 6.9k 137.05
Schwab Strategic Tr Internl Divid (SCHY) 0.2 $928k +1286% 36k 25.69
Abbvie (ABBV) 0.2 $898k +2% 5.5k 162.09
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.2 $897k 16k 57.77
Vanguard Index Fds Growth Etf (VUG) 0.2 $858k +34% 3.0k 287.53
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $857k 1.7k 491.40
Ishares Tr Rus 1000 Etf (IWB) 0.2 $855k 3.4k 250.00
Rivian Automotive Com Cl A (RIVN) 0.2 $851k +89052% 17k 50.24
Ishares Tr S&p 100 Etf (OEF) 0.2 $834k 4.0k 208.45
Select Sector Spdr Tr Technology (XLK) 0.2 $831k 5.2k 158.89
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $795k 7.9k 100.95
Procter & Gamble Company (PG) 0.2 $764k -6% 5.0k 152.86
Accenture Plc Ireland Shs Class A (ACN) 0.2 $746k +6% 2.2k 337.10
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $722k 6.8k 105.65
Ishares Tr Core Msci Eafe (IEFA) 0.2 $679k 9.8k 69.51
Abbott Laboratories (ABT) 0.1 $659k 5.6k 118.48
At&t (T) 0.1 $654k 28k 23.63
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $639k 3.6k 175.98
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $637k 2.7k 237.69
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $633k 2.6k 248.04
Truist Financial Corp equities (TFC) 0.1 $620k 11k 56.70
Enbridge (ENB) 0.1 $590k 13k 46.07
Pepsi (PEP) 0.1 $571k -2% 3.4k 167.50
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $569k -21% 2.1k 268.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $556k 7.0k 79.58
Nextera Energy (NEE) 0.1 $553k -3% 6.5k 84.87
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $542k +39% 4.0k 134.56
Coca-Cola Company (KO) 0.1 $518k 8.3k 62.41
Visa Com Cl A (V) 0.1 $515k +12% 2.3k 221.89
Home Depot (HD) 0.1 $510k -3% 1.7k 299.47
Johnson & Johnson (JNJ) 0.1 $501k -13% 2.8k 177.28
Raytheon Technologies Corp (RTX) 0.1 $498k 5.0k 99.06
Mastercard Incorporated Cl A (MA) 0.1 $492k -2% 1.4k 357.56
Walt Disney Company (DIS) 0.1 $490k +2% 3.6k 137.06
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $488k +65% 6.5k 74.84
Costco Wholesale Corporation (COST) 0.1 $484k +9% 840.00 576.19
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $469k +6% 8.0k 58.48
Chevron Corporation (CVX) 0.1 $452k -9% 2.8k 162.71
Comcast Corp Cl A (CMCSA) 0.1 $452k +16% 9.7k 46.81
Ishares Tr Ishares Biotech (IBB) 0.1 $430k 3.3k 130.26
Verizon Communications (VZ) 0.1 $427k +18% 8.4k 50.94
Stryker Corporation (SYK) 0.1 $411k +3% 1.5k 268.10
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $411k -20% 9.0k 45.89
Ishares Core Msci Emkt (IEMG) 0.1 $408k 7.3k 55.60
Automatic Data Processing (ADP) 0.1 $400k -5% 1.7k 228.70
Ishares Tr Select Divid Etf (DVY) 0.1 $391k -13% 3.1k 128.11
T Rowe Price Etf Price Blue Chip (TCHP) 0.1 $383k +218% 13k 29.36
Vanguard World Fds Health Car Etf (VHT) 0.1 $380k +63% 1.5k 254.35
First Tr Value Line Divid In SHS (FVD) 0.1 $375k 8.9k 42.26
Lowe's Companies (LOW) 0.1 $373k -20% 1.8k 202.28
3M Company (MMM) 0.1 $371k -2% 2.5k 148.94
Lockheed Martin Corporation (LMT) 0.1 $368k +13% 833.00 441.78
Marsh & McLennan Companies (MMC) 0.1 $365k 2.1k 170.48
Tompkins Financial Corporation (TMP) 0.1 $365k 4.7k 78.26
Nucor Corporation (NUE) 0.1 $349k 2.3k 148.70
Lauder Estee Cos Cl A (EL) 0.1 $349k 1.3k 272.23
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $348k 1.9k 182.68
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $348k -11% 4.6k 75.85
International Business Machines (IBM) 0.1 $339k +86% 2.6k 130.18
Ally Financial (ALLY) 0.1 $335k -6% 7.7k 43.46
Select Sector Spdr Tr Energy (XLE) 0.1 $333k -24% 4.4k 76.38
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $331k 3.2k 103.02
Vanguard Index Fds Large Cap Etf (VV) 0.1 $328k 1.6k 208.52
Honeywell International (HON) 0.1 $322k 1.7k 194.33
Ishares Tr Modert Alloc Etf (AOM) 0.1 $321k 7.5k 42.99
Silicom Ord (SILC) 0.1 $315k +14% 8.0k 39.38
Ecolab (ECL) 0.1 $298k 1.7k 177.06
Broadridge Financial Solutions (BR) 0.1 $298k -4% 1.9k 156.43
Wal-Mart Stores (WMT) 0.1 $297k -8% 2.0k 148.87
Mondelez Intl Cl A (MDLZ) 0.1 $296k 4.7k 63.03
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.1 $295k +37% 5.5k 53.93
EnPro Industries (NPO) 0.1 $294k 3.0k 98.00
Norfolk Southern (NSC) 0.1 $292k -7% 1.0k 285.71
Becton, Dickinson and (BDX) 0.1 $289k -2% 1.1k 265.62
Amgen (AMGN) 0.1 $288k -10% 1.2k 242.22
Union Pacific Corporation (UNP) 0.1 $277k +3% 1.0k 273.45
LeMaitre Vascular (LMAT) 0.1 $274k 5.9k 46.44
Merck & Co (MRK) 0.1 $274k 3.3k 82.73
Cdw (CDW) 0.1 $273k 1.5k 179.02
Illinois Tool Works (ITW) 0.1 $273k -6% 1.3k 210.81
Invesco Db Commdy Indx Trck Unit (DBC) 0.1 $267k +26% 10k 26.03
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $263k +54% 4.6k 57.62
Ishares Tr U.s. Tech Etf (IYW) 0.1 $259k +2% 2.5k 103.15
Ventas (VTR) 0.1 $259k -31% 4.2k 62.17
Charles Schwab Corporation (SCHW) 0.1 $258k -3% 3.1k 84.29
Ishares Tr Msci Usa Multift (LRGF) 0.1 $258k 5.8k 44.41
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $251k +6% 4.2k 59.20
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $248k 26k 9.69
Wells Fargo & Company (WFC) 0.1 $245k +29% 5.1k 48.51
FedEx Corporation (FDX) 0.1 $245k 1.1k 232.01
Skyline Corporation (SKY) 0.1 $242k -31% 4.4k 54.80
Blackstone Group Inc Com Cl A (BX) 0.1 $240k +4% 1.9k 126.78
Palo Alto Networks (PANW) 0.1 $238k +53% 383.00 621.41
Nike CL B (NKE) 0.1 $237k -9% 1.8k 134.89
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $235k NEW 2.2k 104.86
Micron Technology (MU) 0.1 $234k +3% 3.0k 77.74
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $227k NEW 3.5k 65.53
AvalonBay Communities (AVB) 0.0 $225k +60% 899.00 250.28
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.0 $222k -65% 6.8k 32.81
Citigroup Com New (C) 0.0 $218k -13% 4.1k 53.44
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $218k -11% 7.5k 29.07
Boston Properties (BXP) 0.0 $217k +539% 1.7k 129.94
ResMed (RMD) 0.0 $215k 888.00 242.12
BlackRock (BLK) 0.0 $208k -9% 272.00 764.71
Exxon Mobil Corporation (XOM) 0.0 $207k 2.5k 82.63
Ii-vi (IIVI) 0.0 $205k -11% 2.8k 72.44
Medtronic SHS (MDT) 0.0 $205k -9% 1.8k 111.84
RPM International (RPM) 0.0 $203k 2.5k 81.43
Pfizer (PFE) 0.0 $203k 3.9k 51.77
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $199k -18% 8.0k 24.95
Starbucks Corporation (SBUX) 0.0 $196k 2.2k 90.99
American Intl Group Com New (AIG) 0.0 $196k 3.1k 62.70
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $195k 940.00 207.45
Waste Management (WM) 0.0 $192k +9% 1.2k 159.07
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $190k NEW 4.9k 38.45
Eli Lilly & Co. (LLY) 0.0 $189k 659.00 286.80
Goldman Sachs (GS) 0.0 $189k +22% 573.00 329.84
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.0 $188k 4.1k 46.01
Hca Holdings (HCA) 0.0 $188k 750.00 250.67
Philip Morris International (PM) 0.0 $185k 1.9k 94.97
Emerson Electric (EMR) 0.0 $180k -7% 1.8k 97.93
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.0 $179k 2.5k 72.35
Realty Income (O) 0.0 $179k +2969% 2.6k 69.43
Global Payments (GPN) 0.0 $179k 1.3k 136.75
Dominion Resources (D) 0.0 $178k 2.1k 84.76
Clough Global Opportunities Sh Ben Int (GLO) 0.0 $178k 19k 9.40
Qualcomm (QCOM) 0.0 $177k +20% 1.2k 152.45
Mccormick & Co Com Non Vtg (MKC) 0.0 $175k 1.8k 100.00
salesforce (CRM) 0.0 $173k -3% 815.00 212.27
Us Bancorp Del Com New (USB) 0.0 $171k -6% 3.2k 53.72
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $168k 1.8k 91.06
Skechers U S A Cl A (SKX) 0.0 $163k -20% 4.0k 40.75
Paypal Holdings (PYPL) 0.0 $162k -25% 1.4k 115.30
Intel Corporation (INTC) 0.0 $162k -7% 3.3k 49.74
Kimco Realty Corporation (KIM) 0.0 $161k +25960% 6.5k 24.71
Intercontinental Exchange (ICE) 0.0 $160k 1.2k 132.12
Cisco Systems (CSCO) 0.0 $158k +3% 2.8k 55.73
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $156k 12k 13.52
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $155k 372.00 416.67
Royce Value Trust (RVT) 0.0 $155k 9.1k 16.95
Spdr Ser Tr S&p Biotech (XBI) 0.0 $154k 1.7k 89.85
Deere & Company (DE) 0.0 $153k +95% 368.00 415.76
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.0 $153k 2.3k 67.82
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $153k -4% 2.6k 59.56
Cohen & Steers infrastucture Fund (UTF) 0.0 $152k -14% 5.3k 28.94
McDonald's Corporation (MCD) 0.0 $152k -31% 614.00 247.56
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $151k 2.9k 52.07
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $151k 854.00 176.81
Caterpillar (CAT) 0.0 $147k +15% 660.00 222.73
Linde SHS (LIN) 0.0 $147k -20% 459.00 320.26
CVS Caremark Corporation (CVS) 0.0 $147k -17% 1.5k 101.10
Clough Global Equity Fund closed-end fund (GLQ) 0.0 $147k 13k 11.73
Stag Industrial (STAG) 0.0 $146k -8% 3.5k 41.55
Innoviz Technologies SHS (INVZ) 0.0 $145k +33% 40k 3.62
Calamos Conv & High Income F Com Shs (CHY) 0.0 $144k 10k 14.08
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $142k 1.1k 124.02
Target Corporation (TGT) 0.0 $136k -31% 643.00 211.51
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $135k 1.2k 111.48
Toyota Motor Corp Ads (TM) 0.0 $134k 743.00 180.35
Southern Company (SO) 0.0 $134k -31% 1.8k 72.75
Colgate-Palmolive Company (CL) 0.0 $131k -33% 1.7k 75.64
Bristol Myers Squibb (BMY) 0.0 $130k 1.8k 73.45
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.0 $130k -10% 2.6k 50.70
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $129k 1.0k 127.72
Danaher Corporation (DHR) 0.0 $127k -10% 432.00 293.98
TJX Companies (TJX) 0.0 $126k +3% 2.1k 60.61
Vanguard World Fds Financials Etf (VFH) 0.0 $125k -6% 1.3k 93.28
L3harris Technologies (LHX) 0.0 $125k -14% 502.00 249.00
Xpeng Ads (XPEV) 0.0 $124k +12% 4.5k 27.56
Johnson Ctls Intl SHS (JCI) 0.0 $124k 1.9k 65.92
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $123k 666.00 184.68
Hartford Financial Services (HIG) 0.0 $120k -5% 1.7k 72.12
Ishares Tr Tips Bd Etf (TIP) 0.0 $120k 960.00 125.00
Servicenow (NOW) 0.0 $120k +4% 215.00 558.14
Nuveen Multi Asset Income Fu (NMAI) 0.0 $120k 7.3k 16.52
Chubb (CB) 0.0 $119k +10% 555.00 214.41
United Parcel Service CL B (UPS) 0.0 $118k -2% 550.00 214.55
Li Auto Sponsored Ads (LI) 0.0 $116k 4.5k 25.78
Valero Energy Corporation (VLO) 0.0 $116k 1.1k 101.40
Altria (MO) 0.0 $116k 2.2k 53.19
Devon Energy Corporation (DVN) 0.0 $115k +22% 1.9k 59.13
ConocoPhillips (COP) 0.0 $114k +15% 1.1k 100.35
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $113k +6% 1.1k 99.91
Wells Fargo Adv Global Dividend Opport (EOD) 0.0 $113k 21k 5.44
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $112k +76% 2.4k 47.32
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $111k 2.1k 54.01
FirstEnergy (FE) 0.0 $111k 2.4k 46.00
Ishares Gold Tr Ishares New (IAU) 0.0 $110k 3.0k 36.67
Lululemon Athletica (LULU) 0.0 $108k -3% 296.00 364.86
Phillips 66 (PSX) 0.0 $108k -13% 1.3k 86.12
Analog Devices (ADI) 0.0 $107k -24% 647.00 165.38

Past Filings by Carolinas Wealth Consulting

SEC 13F filings are viewable for Carolinas Wealth Consulting going back to 2019