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Carolinas Wealth Consulting LLC Top Holdings and 13F Report (2025)

About Carolinas Wealth Consulting LLC

Investment Activity

  • Carolinas Wealth Consulting LLC has $0.00 in total holdings as of March 31, 2025.
  • Carolinas Wealth Consulting LLC owns shares of 1 different stock, but just 0 companies or ETFs make up 80% of its holdings.
  • About ∞ of the portfolio was sold this quarter.
  • This quarter, Carolinas Wealth Consulting LLC has purchased 1,012 new stocks and bought additional shares in 0 stocks.
  • Carolinas Wealth Consulting LLC sold shares of 0 stocks and completely divested from 1,013 stocks this quarter.

Largest Holdings

NONE
$0

Largest New Holdings this Quarter

000000000 - NONE
$0 Holding

Sector Allocation Over Time

Map of 500 Largest Holdings ofCarolinas Wealth Consulting LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NONE
$0New Holding0NaNNONE
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$0$37,230,188 -100.0%0NaNETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$0$31,465,428 -100.0%0NaNETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$0$30,874,408 -100.0%0NaNETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$0$21,988,383 -100.0%0NaNETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$0$21,824,429 -100.0%0NaNETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$0$19,831,593 -100.0%0NaNETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$0$15,324,296 -100.0%0NaNETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$13,694,078 -100.0%0NaNFinance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$0$12,669,198 -100.0%0NaNETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$0$11,539,763 -100.0%0NaNETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$0$10,017,251 -100.0%0NaNFinance
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$0$9,067,594 -100.0%0NaNETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$0$8,297,927 -100.0%0NaNETF
Pinnacle Financial Partners, Inc. stock logo
PNFP
Pinnacle Financial Partners
$0$8,291,657 -100.0%0NaNFinance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$0$7,975,786 -100.0%0NaNETF
Apple Inc. stock logo
AAPL
Apple
$0$7,465,600 -100.0%0NaNComputer and Technology
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$0$7,344,151 -100.0%0NaNETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$7,044,267 -100.0%0NaNETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$6,968,331 -100.0%0NaNRetail/Wholesale
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$0$6,509,219 -100.0%0NaNETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$0$6,047,542 -100.0%0NaNETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$0$4,819,998 -100.0%0NaNETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$0$4,594,523 -100.0%0NaNETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$0$4,415,996 -100.0%0NaNFinance
Microsoft Corporation stock logo
MSFT
Microsoft
$0$4,292,310 -100.0%0NaNComputer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$0$4,217,404 -100.0%0NaNETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$0$4,216,880 -100.0%0NaNETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$0$3,411,923 -100.0%0NaNComputer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$0$3,306,991 -100.0%0NaNFinance
Vanguard Russell 2000 Value ETF stock logo
VTWV
Vanguard Russell 2000 Value ETF
$0$2,663,476 -100.0%0NaNETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$0$2,629,815 -100.0%0NaNETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$0$2,366,709 -100.0%0NaNETF
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$0$2,359,641 -100.0%0NaNETF
Duke Energy Corporation stock logo
DUK
Duke Energy
$0$2,254,424 -100.0%0NaNUtilities
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$0$2,207,746 -100.0%0NaNETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$0$2,165,025 -100.0%0NaNMedical
Broadcom Inc. stock logo
AVGO
Broadcom
$0$2,135,425 -100.0%0NaNComputer and Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$0$2,079,330 -100.0%0NaNETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$0$2,042,426 -100.0%0NaNETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$0$1,950,072 -100.0%0NaNETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$0$1,850,980 -100.0%0NaNETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$1,803,232 -100.0%0NaNComputer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$0$1,715,482 -100.0%0NaNETF
AbbVie Inc. stock logo
ABBV
AbbVie
$0$1,656,727 -100.0%0NaNMedical
Bank of America Corporation stock logo
BAC
Bank of America
$0$1,652,111 -100.0%0NaNFinance
Blackstone Inc. stock logo
BX
Blackstone
$0$1,625,282 -100.0%0NaNFinance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$1,574,991 -100.0%0NaNFinance
Alphabet Inc. stock logo
GOOG
Alphabet
$0$1,534,109 -100.0%0NaNComputer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$0$1,497,070 -100.0%0NaNConsumer Staples
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$0$1,491,615 -100.0%0NaNETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$0$1,476,515 -100.0%0NaNFinance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$0$1,426,636 -100.0%0NaNETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$0$1,344,274 -100.0%0NaNETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$0$1,313,939 -100.0%0NaNManufacturing
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$1,252,894 -100.0%0NaNComputer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$0$1,211,748 -100.0%0NaNETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$0$1,133,520 -100.0%0NaNETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$0$1,125,971 -100.0%0NaNFinance
Goldman Sachs Ultra Short Bond ETF stock logo
GSST
Goldman Sachs Ultra Short Bond ETF
$0$1,124,083 -100.0%0NaNETF
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$0$1,072,759 -100.0%0NaNETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$1,071,558 -100.0%0NaNMedical
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$0$1,069,533 -100.0%0NaNETF
FNDB
Schwab Fundamental U.S. Broad Market ETF
$0$1,031,099 -100.0%0NaNETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$0$966,458 -100.0%0NaNETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$0$962,425 -100.0%0NaNRetail/Wholesale
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$0$927,571 -100.0%0NaNETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$0$891,374 -100.0%0NaNEnergy
AvidXchange Holdings, Inc. stock logo
AVDX
AvidXchange
$0$886,889 -100.0%0NaNComputer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$0$885,044 -100.0%0NaNETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$0$872,289 -100.0%0NaNETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$0$855,167 -100.0%0NaNETF
Invesco Dorsey Wright Momentum ETF stock logo
PDP
Invesco Dorsey Wright Momentum ETF
$0$828,034 -100.0%0NaNETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$820,839 -100.0%0NaNMedical
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$0$796,138 -100.0%0NaNFinance
Vanguard Russell 2000 Growth ETF stock logo
VTWG
Vanguard Russell 2000 Growth ETF
$0$742,266 -100.0%0NaNETF
Accenture PLC stock logo
ACN
Accenture
$0$711,973 -100.0%0NaNComputer and Technology
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$0$704,933 -100.0%0NaNETF
First Trust Long/Short Equity ETF stock logo
FTLS
First Trust Long/Short Equity ETF
$0$670,980 -100.0%0NaNETF
The Home Depot, Inc. stock logo
HD
Home Depot
$0$650,124 -100.0%0NaNRetail/Wholesale
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$0$647,524 -100.0%0NaNETF
Stryker Corporation stock logo
SYK
Stryker
$0$645,918 -100.0%0NaNMedical
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$0$638,163 -100.0%0NaNETF
Visa Inc. stock logo
V
Visa
$0$637,399 -100.0%0NaNBusiness Services
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$0$632,434 -100.0%0NaNETF
Centrus Energy Corp. stock logo
LEU
Centrus Energy
$0$622,100 -100.0%0NaNBasic Materials
Altria Group, Inc. stock logo
MO
Altria Group
$0$617,954 -100.0%0NaNConsumer Staples
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$0$615,778 -100.0%0NaNManufacturing
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$0$605,935 -100.0%0NaNETF
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$0$581,500 -100.0%0NaNFinance
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$0$577,050 -100.0%0NaNFinance
Skechers U.S.A., Inc. stock logo
SKX
Skechers U.S.A.
$0$567,800 -100.0%0NaNConsumer Discretionary
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$0$561,325 -100.0%0NaNETF
CVS Health Corporation stock logo
CVS
CVS Health
$0$550,266 -100.0%0NaNMedical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$0$536,351 -100.0%0NaNConsumer Staples
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$0$520,981 -100.0%0NaNETF
Distillate U.S. Fundamental Stability & Value ETF stock logo
DSTL
Distillate U.S. Fundamental Stability & Value ETF
$0$520,402 -100.0%0NaNETF
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$0$516,513 -100.0%0NaNFinance
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$0$513,107 -100.0%0NaNETF
LeMaitre Vascular, Inc. stock logo
LMAT
LeMaitre Vascular
$0$506,756 -100.0%0NaNMedical

Showing largest 100 holdings. View all holdings.
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