Carolinas-Wealth-Consulting

Filing Details

13F-HR2024-12-31
Report Date
2024-12-31
Filing Date
2025-02-27
Total Holdings
1,056
Total Value
508763668
Accession Number
0001398344-25-003543
Form Type
13F-HR
Manager Name
Carolinas-Wealth-Consulting
Data Enrichment
83% identified
873 identified183 unidentified

Holdings

1,056 positions • $508.8M total value
Manager:
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ORACLE CORP
Shares:1.2K
Value:$204.6K
% of Portfolio:0.0% ($204.6K/$508.8M)
46654Q203
Shares:3.6K
Value:$204.3K
% of Portfolio:0.0% ($204.3K/$508.8M)
81369Y605
Shares:4.1K
Value:$196.9K
% of Portfolio:0.0% ($196.9K/$508.8M)
NORFOLK SOUTHERN CORP
Shares:832
Value:$195.2K
% of Portfolio:0.0% ($195.2K/$508.8M)
RESMED INC
Shares:838
Value:$191.6K
% of Portfolio:0.0% ($191.6K/$508.8M)
81369Y704
Shares:1.5K
Value:$191.6K
% of Portfolio:0.0% ($191.6K/$508.8M)
464287499
Shares:2.1K
Value:$189.5K
% of Portfolio:0.0% ($189.5K/$508.8M)
46138E867
Shares:9.9K
Value:$189.3K
% of Portfolio:0.0% ($189.3K/$508.8M)
RISKIFIED LTD.
Shares:40.0K
Value:$189.2K
% of Portfolio:0.0% ($189.2K/$508.8M)
Ark 21Shares Bitcoin ETF
Shares:2.0K
Value:$182.3K
% of Portfolio:0.0% ($182.3K/$508.8M)
ELI LILLY & Co
Shares:234
Value:$180.3K
% of Portfolio:0.0% ($180.3K/$508.8M)
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:5.7K
Value:$179.4K
% of Portfolio:0.0% ($179.4K/$508.8M)
46138E875
Shares:4.8K
Value:$175.5K
% of Portfolio:0.0% ($175.5K/$508.8M)
MICRON TECHNOLOGY INC
Shares:2.0K
Value:$170.7K
% of Portfolio:0.0% ($170.7K/$508.8M)
464287473
Shares:1.3K
Value:$170.5K
% of Portfolio:0.0% ($170.5K/$508.8M)
46434V282
Shares:2.8K
Value:$170.2K
% of Portfolio:0.0% ($170.2K/$508.8M)
ServiceNow, Inc.
Shares:160
Value:$169.1K
% of Portfolio:0.0% ($169.1K/$508.8M)
921932778
Shares:1.8K
Value:$168.4K
% of Portfolio:0.0% ($168.4K/$508.8M)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Shares:20.4K
Value:$166.7K
% of Portfolio:0.0% ($166.7K/$508.8M)
922042742
Shares:1.4K
Value:$165.6K
% of Portfolio:0.0% ($165.6K/$508.8M)