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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SBA COMMUNICATIONS CORP
Shares:74
Value:$15.0K
% of Portfolio:0.0% ($15.0K/$508.8M)
46137V282
Shares:393
Value:$14.7K
% of Portfolio:0.0% ($14.7K/$508.8M)
Extra Space Storage Inc.
Shares:97
Value:$14.5K
% of Portfolio:0.0% ($14.5K/$508.8M)
KLA CORP
Shares:23
Value:$14.5K
% of Portfolio:0.0% ($14.5K/$508.8M)
Kenvue Inc.
Shares:677
Value:$14.5K
% of Portfolio:0.0% ($14.5K/$508.8M)
464287739
Shares:155
Value:$14.4K
% of Portfolio:0.0% ($14.4K/$508.8M)
92189F486
Shares:567
Value:$14.4K
% of Portfolio:0.0% ($14.4K/$508.8M)
HCA Healthcare, Inc.
Shares:48
Value:$14.4K
% of Portfolio:0.0% ($14.4K/$508.8M)
316092865
Shares:291
Value:$14.2K
% of Portfolio:0.0% ($14.2K/$508.8M)
SS&C Technologies Holdings Inc
Shares:186
Value:$14.0K
% of Portfolio:0.0% ($14.0K/$508.8M)
46428Q109
Shares:529
Value:$13.9K
% of Portfolio:0.0% ($13.9K/$508.8M)
NASDAQ, INC.
Shares:180
Value:$13.8K
% of Portfolio:0.0% ($13.8K/$508.8M)
DOW INC.
Shares:343
Value:$13.8K
% of Portfolio:0.0% ($13.8K/$508.8M)
Uber Technologies, Inc
Shares:227
Value:$13.7K
% of Portfolio:0.0% ($13.7K/$508.8M)
ASTRAZENECA PLC
Shares:207
Value:$13.6K
% of Portfolio:0.0% ($13.6K/$508.8M)
46435U713
Shares:290
Value:$13.4K
% of Portfolio:0.0% ($13.4K/$508.8M)
00214Q302
Shares:568
Value:$13.4K
% of Portfolio:0.0% ($13.4K/$508.8M)
AMERICAN EXPRESS CO
Shares:45
Value:$13.4K
% of Portfolio:0.0% ($13.4K/$508.8M)
Shell plc
Shares:213
Value:$13.3K
% of Portfolio:0.0% ($13.3K/$508.8M)
Ferguson Enterprises Inc. /DE/
Shares:76
Value:$13.2K
% of Portfolio:0.0% ($13.2K/$508.8M)