Carolinas Wealth Consulting
Latest statistics and disclosures from Carolinas Wealth Consulting's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VONG, VIG, VOO, SCHD, IWF, and represent 25.65% of Carolinas Wealth Consulting's stock portfolio.
- Added to shares of these 10 stocks: VGSH (+$6.3M), VIOO (+$6.1M), JPST, RSP, COWZ, BIV, CGDV, TCHP, IWF, IWN.
- Started 67 new stock positions in XRAY, MCHI, IBP, KRE, IPGP, AA, PIPR, AJG, RSP, POWI.
- Reduced shares in these 10 stocks: STIP, BSV, VIG, VOO, ICSH, VONG, SCHD, SCHY, FBCG, VTI.
- Sold out of its positions in ACM, AMG, ARE, ALIT, ALGM, ARMK, ACLS, GOLD, BBWI, BILL.
- Carolinas Wealth Consulting was a net buyer of stock by $11M.
- Carolinas Wealth Consulting has $470M in assets under management (AUM), dropping by 6.33%.
- Central Index Key (CIK): 0001803425
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Portfolio Holdings for Carolinas Wealth Consulting
Carolinas Wealth Consulting holds 1060 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Carolinas Wealth Consulting has 1060 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Carolinas Wealth Consulting March 31, 2023 positions
- Download the Carolinas Wealth Consulting March 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 6.5 | $31M | -2% | 485k | 62.89 |
|
| Invesco Exchange Traded Fd T Div App Etf (VIG) | 5.4 | $25M | -9% | 164k | 154.01 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.8 | $23M | -8% | 60k | 376.07 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.6 | $22M | -2% | 296k | 73.16 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 4.4 | $21M | 84k | 244.33 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 3.7 | $18M | 264k | 66.81 |
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| Apple (AAPL) | 3.7 | $17M | 104k | 164.90 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 3.2 | $15M | 98k | 152.26 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 2.8 | $13M | +84% | 150k | 88.79 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.6 | $12M | -2% | 30k | 411.07 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $11M | 27k | 410.90 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 2.3 | $11M | +82% | 212k | 50.32 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.2 | $10M | -24% | 132k | 76.49 |
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| Microsoft Corporation (MSFT) | 2.1 | $9.7M | 110k | 88.29 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 1.9 | $8.7M | +3% | 64k | 137.02 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $7.2M | +3% | 75k | 96.70 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.4 | $6.7M | +2% | 30k | 226.82 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.4 | $6.6M | +2308% | 112k | 58.54 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $6.2M | +3% | 153k | 40.40 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.3 | $6.1M | 13.00 | 465600.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $5.4M | -6% | 26k | 204.10 |
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| Pinnacle Financial Partners (PNFP) | 1.1 | $5.4M | 98k | 55.16 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.0 | $4.7M | -2% | 99k | 47.32 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.0 | $4.5M | 20k | 230.48 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.9 | $4.4M | +43% | 58k | 76.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $4.4M | 14k | 308.77 |
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| Amazon (AMZN) | 0.8 | $4.0M | 39k | 103.29 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.8 | $3.8M | -32% | 77k | 50.25 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $3.8M | 54k | 71.52 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.8 | $3.8M | NEW | 26k | 144.62 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $3.7M | -2% | 83k | 45.17 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.7 | $3.4M | +134% | 73k | 46.95 |
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| Schwab Strategic Tr Internl Divid (SCHY) | 0.7 | $3.4M | -11% | 144k | 23.63 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $3.4M | -3% | 19k | 178.40 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.3M | -5% | 32k | 104.00 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 0.7 | $3.2M | +11% | 133k | 23.98 |
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| Meta Platforms Cl A (META) | 0.6 | $3.0M | 14k | 211.94 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.7M | 26k | 103.73 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $2.6M | 14k | 189.56 |
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| Duke Energy Corp Com New (DUK) | 0.6 | $2.6M | 155k | 16.97 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.5 | $2.2M | +9% | 18k | 120.50 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $2.2M | 16k | 138.11 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $2.1M | -6% | 28k | 76.23 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $2.1M | 31k | 66.85 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $2.1M | 20k | 105.50 |
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| Bank of America Corporation (BAC) | 0.4 | $2.0M | -2% | 71k | 28.60 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $2.0M | +16% | 24k | 82.16 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.4 | $1.9M | +10% | 13k | 146.70 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.8M | 7.4k | 249.45 |
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| Abbott Laboratories (ABT) | 0.4 | $1.8M | 30k | 61.11 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $1.7M | +8% | 26k | 63.89 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.3 | $1.6M | +30% | 63k | 25.03 |
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| UnitedHealth (UNH) | 0.3 | $1.4M | +4% | 3.1k | 472.59 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.4M | +7% | 5.1k | 277.78 |
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| Abbvie (ABBV) | 0.3 | $1.4M | 24k | 57.26 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $1.4M | +3% | 16k | 83.04 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $1.4M | 27k | 50.54 |
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| Avidxchange Holdings (AVDX) | 0.3 | $1.3M | 162k | 7.80 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.3 | $1.3M | -22% | 49k | 25.46 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.2M | +26% | 6.5k | 183.22 |
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| Ford Motor Company (F) | 0.2 | $1.2M | +6% | 93k | 12.60 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.1M | +9% | 7.5k | 151.77 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.1M | 5.0k | 225.21 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $1.1M | +2% | 18k | 61.95 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.1M | +2% | 8.2k | 130.31 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $1.0M | +3% | 16k | 65.58 |
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| Broadcom (AVGO) | 0.2 | $996k | +8% | 1.6k | 641.62 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $977k | -6% | 3.0k | 320.90 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $954k | 6.1k | 156.77 |
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| First Tr Value Line Divid In SHS (FVD) | 0.2 | $878k | 22k | 40.16 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $864k | +3% | 6.7k | 129.46 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.2 | $861k | +5% | 38k | 22.46 |
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| Tesla Motors (TSLA) | 0.2 | $860k | +7% | 4.1k | 207.46 |
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| Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.2 | $858k | 16k | 54.12 |
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| Procter & Gamble Company (PG) | 0.2 | $848k | 94k | 9.04 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $798k | 1.7k | 459.68 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $794k | 5.3k | 151.02 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $767k | -8% | 8.6k | 88.77 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $760k | 4.1k | 187.02 |
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| Skyline Corporation (SKY) | 0.2 | $754k | 10k | 75.23 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.2 | $709k | +26% | 31k | 23.19 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $707k | 7.8k | 90.55 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $688k | -83% | 6.9k | 99.23 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $687k | 2.7k | 250.19 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $685k | +4% | 17k | 39.46 |
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| Pepsi (PEP) | 0.1 | $677k | 20k | 33.94 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $635k | +5% | 3.8k | 165.04 |
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| Nextera Energy (NEE) | 0.1 | $631k | 43k | 14.60 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $627k | -9% | 2.2k | 285.80 |
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| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.1 | $601k | 8.2k | 73.18 |
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| Chevron Corporation (CVX) | 0.1 | $592k | 20k | 28.93 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $587k | 3.7k | 158.75 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $559k | 4.3k | 129.15 |
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| Costco Wholesale Corporation (COST) | 0.1 | $549k | 9.1k | 60.60 |
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| Coca-Cola Company (KO) | 0.1 | $548k | -2% | 41k | 13.51 |
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| Visa Com Cl A (V) | 0.1 | $544k | -7% | 2.4k | 225.42 |
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| At&t (T) | 0.1 | $542k | 32k | 16.76 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $535k | 7.3k | 73.78 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $529k | 7.2k | 73.83 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $522k | 4.2k | 124.06 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $517k | -8% | 2.5k | 210.94 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $512k | -4% | 1.4k | 363.33 |
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| Nucor Corporation (NUE) | 0.1 | $511k | 3.3k | 154.47 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $511k | +2% | 14k | 37.35 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $507k | 2.3k | 216.44 |
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| Stryker Corporation (SYK) | 0.1 | $495k | 1.7k | 286.16 |
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| Enbridge (ENB) | 0.1 | $493k | -2% | 30k | 16.38 |
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| Johnson & Johnson (JNJ) | 0.1 | $493k | 18k | 28.11 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $486k | 27k | 18.08 |
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| Home Depot (HD) | 0.1 | $483k | 14k | 35.50 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $449k | 9.2k | 48.79 |
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| Walt Disney Company (DIS) | 0.1 | $447k | -26% | 11k | 40.02 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.1 | $434k | 7.9k | 54.92 |
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| Verizon Communications (VZ) | 0.1 | $433k | 48k | 8.97 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $429k | +3% | 4.3k | 100.57 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $425k | 6.5k | 65.17 |
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| Automatic Data Processing (ADP) | 0.1 | $405k | 28k | 14.54 |
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| International Business Machines (IBM) | 0.1 | $395k | 10k | 38.59 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $386k | 4.6k | 83.62 |
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| Truist Financial Corp equities (TFC) | 0.1 | $383k | +10% | 11k | 34.10 |
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| Silicom Ord (SILC) | 0.1 | $373k | +25% | 10k | 37.31 |
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| Amgen (AMGN) | 0.1 | $364k | +16% | 1.5k | 241.70 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $362k | 3.1k | 117.16 |
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| Merck & Co (MRK) | 0.1 | $356k | +3% | 19k | 19.01 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $349k | 2.1k | 166.58 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $346k | 15k | 23.38 |
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| Starbucks Corporation (SBUX) | 0.1 | $345k | -11% | 3.3k | 104.14 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $335k | -8% | 8.3k | 40.34 |
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| Skechers U S A Cl A (SKX) | 0.1 | $333k | +40% | 7.0k | 47.52 |
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| Centrus Energy Corp Cl A (LEU) | 0.1 | $322k | +100% | 10k | 32.20 |
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| Tompkins Financial Corporation (TMP) | 0.1 | $318k | 4.8k | 66.21 |
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| Eli Lilly & Co. (LLY) | 0.1 | $314k | 42k | 7.52 |
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| EnPro Industries (NPO) | 0.1 | $312k | 3.0k | 103.89 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $307k | 1.9k | 164.55 |
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| Cdw (CDW) | 0.1 | $307k | 1.6k | 194.91 |
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| Illinois Tool Works (ITW) | 0.1 | $306k | -3% | 1.3k | 244.76 |
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| Honeywell International (HON) | 0.1 | $305k | 1.6k | 191.10 |
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| LeMaitre Vascular (LMAT) | 0.1 | $304k | 5.9k | 51.47 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $299k | 7.1k | 41.93 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $294k | 1.6k | 186.81 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $284k | +3% | 5.1k | 55.21 |
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| McDonald's Corporation (MCD) | 0.1 | $281k | 21k | 13.48 |
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| Palo Alto Networks (PANW) | 0.1 | $281k | 1.4k | 199.74 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $280k | 4.0k | 70.11 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $277k | -13% | 1.1k | 246.51 |
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| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $274k | +25% | 2.7k | 101.18 |
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| Wal-Mart Stores (WMT) | 0.1 | $274k | 17k | 16.08 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $272k | +5% | 7.2k | 37.91 |
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| 3M Company (MMM) | 0.1 | $269k | 14k | 19.25 |
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| Ecolab (ECL) | 0.1 | $267k | 1.6k | 166.06 |
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| Rivian Automotive Com Cl A (RIVN) | 0.1 | $262k | 17k | 15.48 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $259k | +79% | 673.00 | 385.23 |
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| Lowe's Companies (LOW) | 0.1 | $259k | 12k | 21.35 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $251k | -4% | 1.1k | 238.51 |
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| Hca Holdings (HCA) | 0.1 | $240k | 910.00 | 263.54 |
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| Broadridge Financial Solutions (BR) | 0.1 | $240k | 1.6k | 147.29 |
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| Philip Morris International (PM) | 0.0 | $232k | 36k | 6.54 |
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| Lucid Group (LCID) | 0.0 | $232k | 29k | 8.04 |
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| Norfolk Southern (NSC) | 0.0 | $229k | 10k | 22.73 |
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| Analog Devices (ADI) | 0.0 | $227k | +29% | 1.1k | 197.27 |
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| Becton, Dickinson and (BDX) | 0.0 | $224k | -13% | 904.00 | 247.42 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $223k | 4.2k | 53.47 |
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| Emerson Electric (EMR) | 0.0 | $221k | 31k | 7.10 |
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| RPM International (RPM) | 0.0 | $217k | -2% | 2.5k | 87.25 |
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| FedEx Corporation (FDX) | 0.0 | $215k | 936.00 | 229.73 |
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| Union Pacific Corporation (UNP) | 0.0 | $215k | -19% | 1.1k | 201.18 |
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| Qualcomm (QCOM) | 0.0 | $214k | +11% | 1.7k | 127.54 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $214k | 3.9k | 55.54 |
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| Genuine Parts Company (GPC) | 0.0 | $213k | +2% | 18k | 11.79 |
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| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.0 | $209k | -4% | 4.6k | 45.53 |
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| Pfizer (PFE) | 0.0 | $207k | +7% | 16k | 13.06 |
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| BlackRock (BLK) | 0.0 | $204k | +27% | 304.00 | 670.02 |
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| Canadian Solar (CSIQ) | 0.0 | $199k | 5.0k | 39.81 |
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| Linde SHS | 0.0 | $198k | NEW | 49k | 4.04 |
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| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.0 | $196k | 4.4k | 44.06 |
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| ResMed (RMD) | 0.0 | $195k | 888.00 | 218.99 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $190k | 2.7k | 70.29 |
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| Intuit (INTU) | 0.0 | $188k | +24% | 422.00 | 445.34 |
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| Waste Management (WM) | 0.0 | $183k | 26k | 7.13 |
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| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $180k | 7.6k | 23.74 |
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| Valero Energy Corporation (VLO) | 0.0 | $178k | -9% | 1.3k | 139.59 |
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| Altria (MO) | 0.0 | $178k | +2% | 41k | 4.38 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $177k | +9% | 3.4k | 52.39 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $175k | 940.00 | 186.33 |
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| Innoviz Technologies SHS (INVZ) | 0.0 | $175k | +25% | 50k | 3.50 |
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| Ally Financial (ALLY) | 0.0 | $171k | 6.7k | 25.49 |
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| Wells Fargo & Company (WFC) | 0.0 | $171k | +6% | 4.6k | 37.38 |
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| Bristol Myers Squibb (BMY) | 0.0 | $169k | 15k | 11.23 |
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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $168k | -5% | 5.6k | 30.07 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $166k | -2% | 288.00 | 577.38 |
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| Dominion Resources (D) | 0.0 | $165k | 50k | 3.32 |
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| Servicenow (NOW) | 0.0 | $164k | +22% | 353.00 | 464.72 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $162k | 3.9k | 41.44 |
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| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.0 | $162k | 2.5k | 64.98 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $160k | 1.1k | 150.96 |
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| Adams Express Company (ADX) | 0.0 | $160k | +4% | 10k | 15.55 |
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| Ishares Tr Us Trsprtion (IYT) | 0.0 | $160k | 700.00 | 227.84 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $159k | 20k | 7.81 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $157k | +100% | 1.9k | 80.74 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $157k | 1.9k | 83.71 |
|
|
| TJX Companies (TJX) | 0.0 | $157k | -5% | 2.0k | 78.36 |
|
| Southern Company (SO) | 0.0 | $156k | 49k | 3.17 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $154k | 90.00 | 1708.29 |
|
|
| Danaher Corporation (DHR) | 0.0 | $153k | -12% | 608.00 | 252.31 |
|
| Core Scientific Common Stock (CORZQ) | 0.0 | $152k | 500k | 0.30 |
|
|
| Phillips 66 (PSX) | 0.0 | $151k | 1.5k | 101.36 |
|
|
| Deere & Company (DE) | 0.0 | $151k | -34% | 365.00 | 412.90 |
|
| Stag Industrial (STAG) | 0.0 | $150k | 4.4k | 33.94 |
|
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $149k | -14% | 3.9k | 37.86 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $147k | +26% | 1.3k | 110.50 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $147k | 2.1k | 69.91 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $146k | 2.4k | 61.47 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $146k | -5% | 1.6k | 92.81 |
|
| Medtronic SHS (MDT) | 0.0 | $146k | 9.5k | 15.32 |
|
|
| Target Corporation (TGT) | 0.0 | $141k | 24k | 5.99 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $141k | +66% | 166.00 | 848.98 |
|
| Global Payments (GPN) | 0.0 | $140k | 1.3k | 105.24 |
|
|
| ConocoPhillips (COP) | 0.0 | $139k | +2% | 3.8k | 36.99 |
|
| Realty Income (O) | 0.0 | $138k | +18% | 2.2k | 63.58 |
|
| American Intl Group Com New (AIG) | 0.0 | $137k | -7% | 2.7k | 50.35 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $136k | +37% | 531.00 | 255.47 |
|
| Lululemon Athletica (LULU) | 0.0 | $136k | -12% | 372.00 | 364.19 |
|
| Eaton Corp SHS (ETN) | 0.0 | $134k | +6% | 12k | 11.54 |
|
| Cisco Systems (CSCO) | 0.0 | $133k | -2% | 2.5k | 52.27 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.0 | $132k | 2.6k | 50.91 |
|
|
| Nike CL B (NKE) | 0.0 | $132k | +5% | 1.1k | 122.94 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $131k | +13% | 1.2k | 107.71 |
|
| AvalonBay Communities (AVB) | 0.0 | $131k | 772.00 | 169.63 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $129k | 1.2k | 104.33 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $129k | 11k | 11.48 |
|
|
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $128k | 5.3k | 24.40 |
|
|
| Gilead Sciences (GILD) | 0.0 | $127k | 1.5k | 82.96 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $126k | +7% | 3.4k | 36.53 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $126k | +3% | 184.00 | 682.30 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $125k | 1.1k | 109.24 |
|
|
| Royce Value Trust (RVT) | 0.0 | $124k | 9.1k | 13.57 |
|
|
| FirstEnergy (FE) | 0.0 | $122k | -2% | 3.1k | 40.06 |
|
| Lam Research Corporation (LRCX) | 0.0 | $121k | +11% | 228.00 | 531.86 |
|
| Goldman Sachs (GS) | 0.0 | $121k | -5% | 370.00 | 327.11 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $118k | 1.3k | 87.84 |
|
|
| Micron Technology (MU) | 0.0 | $118k | -34% | 1.9k | 60.33 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $118k | 38k | 3.11 |
|
|
| Intel Corporation (INTC) | 0.0 | $117k | -2% | 16k | 7.41 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $116k | +6% | 2.3k | 50.65 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $115k | -6% | 1.1k | 100.08 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $115k | 13k | 8.86 |
|
|
| L3harris Technologies (LHX) | 0.0 | $115k | -17% | 584.00 | 196.16 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $115k | -10% | 926.00 | 123.66 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $114k | 2.2k | 50.67 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $114k | 2.3k | 49.33 |
|
|
Past Filings by Carolinas Wealth Consulting
SEC 13F filings are viewable for Carolinas Wealth Consulting going back to 2019
- Carolinas Wealth Consulting 2023 Q1 filed May 16, 2023
- Carolinas Wealth Consulting 2022 Q4 filed Feb. 14, 2023
- Carolinas Wealth Consulting 2022 Q3 filed Nov. 14, 2022
- 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