Carolinas Wealth Consulting LLC has filed its 13F form on February 26, 2025 for Q4 2024 where it was disclosed a total value porftolio of $557 Million distributed in 1056 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $49.7M, Vanguard Index Fds S&P 500 ETF with a value of $32.6M, Vanguard Bd Index Fd Inc Inter with a value of $30.3M, Invesco Qqq Trust, Series 1 with a value of $25M, and Ishares Russell 1000 Gr ETF with a value of $23.7M.

Examining the 13F form we can see an decrease of $20.6M in the current position value, from $577M to 557M.

Carolinas Wealth Consulting LLC is based out at Charlotte, NC

Below you can find more details about Carolinas Wealth Consulting LLC portfolio as well as his latest detailed transactions.

Portfolio value $557 Million
ETFs: $416 Million
Technology: $33.9 Million
Financial Services: $32.4 Million
Consumer Defensive: $18.9 Million
Consumer Cyclical: $12.4 Million
Healthcare: $9.45 Million
Communication Services: $8.36 Million
Industrials: $5.83 Million
Other: $10.2 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,056
  • Current Value $557 Million
  • Prior Value $577 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 26, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 65 stocks
  • Additional Purchases 356 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 323 stocks
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