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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 June 30, 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 1,056 new stocks and bought additional shares in 0 stocks.
  • Carolinas Wealth Consulting LLC sold shares of 0 stocks and completely divested from 1,057 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$43,454,954 -100.0%0NaNETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$0$32,598,587 -100.0%0NaNETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$0$30,279,598 -100.0%0NaNETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$0$23,652,079 -100.0%0NaNETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$0$21,651,790 -100.0%0NaNETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$0$21,552,210 -100.0%0NaNETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$0$16,435,953 -100.0%0NaNETF
Apple Inc. stock logo
AAPL
Apple
$0$14,747,138 -100.0%0NaNComputer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$14,166,875 -100.0%0NaNFinance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$0$12,575,233 -100.0%0NaNETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$0$11,559,497 -100.0%0NaNETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$0$10,437,407 -100.0%0NaNETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$0$9,523,252 -100.0%0NaNETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$0$9,250,739 -100.0%0NaNFinance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$0$9,045,429 -100.0%0NaNETF
Pinnacle Financial Partners, Inc. stock logo
PNFP
Pinnacle Financial Partners
$0$8,988,953 -100.0%0NaNFinance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$7,965,181 -100.0%0NaNRetail/Wholesale
T. Rowe Price Blue Chip Growth ETF stock logo
TCHP
T. Rowe Price Blue Chip Growth ETF
$0$7,511,495 -100.0%0NaNETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$0$7,347,210 -100.0%0NaNETF
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$0$7,310,306 -100.0%0NaNETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$7,033,240 -100.0%0NaNETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$0$6,499,656 -100.0%0NaNETF
Microsoft Corporation stock logo
MSFT
Microsoft
$0$6,008,199 -100.0%0NaNComputer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$0$4,680,406 -100.0%0NaNETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$0$4,535,065 -100.0%0NaNComputer and Technology
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$0$4,461,378 -100.0%0NaNETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$0$4,431,722 -100.0%0NaNETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$0$4,246,342 -100.0%0NaNFinance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$0$3,755,284 -100.0%0NaNETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$0$3,636,507 -100.0%0NaNFinance
Duke Energy Corporation stock logo
DUK
Duke Energy
$0$3,195,328 -100.0%0NaNUtilities
Vanguard Russell 2000 Value ETF stock logo
VTWV
Vanguard Russell 2000 Value ETF
$0$2,999,664 -100.0%0NaNETF
Broadcom Inc. stock logo
AVGO
Broadcom
$0$2,946,432 -100.0%0NaNComputer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$0$2,593,434 -100.0%0NaNETF
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$0$2,495,728 -100.0%0NaNETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$0$2,412,764 -100.0%0NaNETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$2,262,095 -100.0%0NaNComputer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$0$2,231,797 -100.0%0NaNETF
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$0$2,225,666 -100.0%0NaNETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$0$2,147,615 -100.0%0NaNETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$0$2,062,798 -100.0%0NaNETF
Blackstone Inc. stock logo
BX
Blackstone
$0$2,005,355 -100.0%0NaNFinance
Alphabet Inc. stock logo
GOOG
Alphabet
$0$1,937,994 -100.0%0NaNComputer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$0$1,932,713 -100.0%0NaNMedical
AbbVie Inc. stock logo
ABBV
AbbVie
$0$1,837,804 -100.0%0NaNMedical
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$0$1,820,120 -100.0%0NaNETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$0$1,813,500 -100.0%0NaNETF
Bank of America Corporation stock logo
BAC
Bank of America
$0$1,788,234 -100.0%0NaNFinance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$1,780,705 -100.0%0NaNFinance
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$1,601,937 -100.0%0NaNComputer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$0$1,514,034 -100.0%0NaNETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$0$1,469,054 -100.0%0NaNETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$0$1,457,767 -100.0%0NaNETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$0$1,308,197 -100.0%0NaNFinance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$0$1,243,666 -100.0%0NaNETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$0$1,238,809 -100.0%0NaNFinance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$0$1,194,764 -100.0%0NaNManufacturing
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$0$1,172,650 -100.0%0NaNETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$0$1,148,783 -100.0%0NaNConsumer Staples
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$0$1,138,891 -100.0%0NaNETF
AvidXchange Holdings, Inc. stock logo
AVDX
AvidXchange
$0$1,081,420 -100.0%0NaNComputer and Technology
FNDB
Schwab Fundamental U.S. Broad Market ETF
$0$1,072,739 -100.0%0NaNETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$0$1,050,436 -100.0%0NaNETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$1,050,049 -100.0%0NaNMedical
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$0$993,682 -100.0%0NaNETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$0$992,040 -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$928,589 -100.0%0NaNETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$0$884,553 -100.0%0NaNRetail/Wholesale
Invesco Dorsey Wright Momentum ETF stock logo
PDP
Invesco Dorsey Wright Momentum ETF
$0$866,584 -100.0%0NaNETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$0$860,205 -100.0%0NaNETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$0$826,418 -100.0%0NaNETF
Distillate U.S. Fundamental Stability & Value ETF stock logo
DSTL
Distillate U.S. Fundamental Stability & Value ETF
$0$823,445 -100.0%0NaNETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$0$808,417 -100.0%0NaNEnergy
Accenture PLC stock logo
ACN
Accenture
$0$801,926 -100.0%0NaNComputer and Technology
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$0$777,040 -100.0%0NaNETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$0$773,057 -100.0%0NaNETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$0$770,091 -100.0%0NaNManufacturing
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$0$767,250 -100.0%0NaNETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$0$754,486 -100.0%0NaNFinance
Vanguard Russell 2000 Growth ETF stock logo
VTWG
Vanguard Russell 2000 Growth ETF
$0$747,709 -100.0%0NaNETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$735,018 -100.0%0NaNMedical
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$0$735,012 -100.0%0NaNFinance
The Home Depot, Inc. stock logo
HD
Home Depot
$0$734,330 -100.0%0NaNRetail/Wholesale
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$0$724,599 -100.0%0NaNETF
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$0$716,965 -100.0%0NaNConsumer Staples
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$0$698,333 -100.0%0NaNConsumer Staples
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$0$697,964 -100.0%0NaNETF
First Trust Long/Short Equity ETF stock logo
FTLS
First Trust Long/Short Equity ETF
$0$687,466 -100.0%0NaNETF
Skechers U.S.A., Inc. stock logo
SKX
Skechers U.S.A.
$0$672,400 -100.0%0NaNConsumer Discretionary
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$0$666,036 -100.0%0NaNETF
GVLU
Gotham 1000 Value ETF
$0$654,012 -100.0%0NaNETF
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$0$640,360 -100.0%0NaNETF
Direxion Daily S&P 500 Bull 3x Shares stock logo
SPXL
Direxion Daily S&P 500 Bull 3x Shares
$0$634,842 -100.0%0NaNETF
Stryker Corporation stock logo
SYK
Stryker
$0$623,827 -100.0%0NaNMedical
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$0$608,571 -100.0%0NaNETF
LeMaitre Vascular, Inc. stock logo
LMAT
LeMaitre Vascular
$0$577,442 -100.0%0NaNMedical
Altria Group, Inc. stock logo
MO
Altria Group
$0$576,445 -100.0%0NaNConsumer Staples
AT&T Inc. stock logo
T
AT&T
$0$550,134 -100.0%0NaNComputer and Technology
Chevron Corporation stock logo
CVX
Chevron
$0$544,439 -100.0%0NaNEnergy

Showing largest 100 holdings. View all holdings.
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