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:
Search and click to pin securities to the top
Page 27 of 53
46434V878
Shares:262
Value:$13.2K
% of Portfolio:0.0% ($13.2K/$508.8M)
AMERIPRISE FINANCIAL INC
Shares:25
Value:$13.0K
% of Portfolio:0.0% ($13.0K/$508.8M)
KEYCORP /NEW/
Shares:743
Value:$12.7K
% of Portfolio:0.0% ($12.7K/$508.8M)
SouthState Corp
Shares:126
Value:$12.4K
% of Portfolio:0.0% ($12.4K/$508.8M)
336920103
Shares:104
Value:$12.4K
% of Portfolio:0.0% ($12.4K/$508.8M)
MOODYS CORP /DE/
Shares:25
Value:$11.8K
% of Portfolio:0.0% ($11.8K/$508.8M)
464287515
Shares:118
Value:$11.8K
% of Portfolio:0.0% ($11.8K/$508.8M)
GILEAD SCIENCES, INC.
Shares:125
Value:$11.5K
% of Portfolio:0.0% ($11.5K/$508.8M)
REGAL REXNORD CORP
Shares:74
Value:$11.5K
% of Portfolio:0.0% ($11.5K/$508.8M)
CAPITAL ONE FINANCIAL CORP
Shares:63
Value:$11.1K
% of Portfolio:0.0% ($11.1K/$508.8M)
41151J505
Shares:503
Value:$11.1K
% of Portfolio:0.0% ($11.1K/$508.8M)
464287226
Shares:115
Value:$11.1K
% of Portfolio:0.0% ($11.1K/$508.8M)
33734X846
Shares:175
Value:$11.1K
% of Portfolio:0.0% ($11.1K/$508.8M)
03073E105
Shares:49
Value:$10.9K
% of Portfolio:0.0% ($10.9K/$508.8M)
Sony Group Corp
Shares:513
Value:$10.9K
% of Portfolio:0.0% ($10.9K/$508.8M)
ClearBridge Energy Midstream Opportunity Fund Inc.
Shares:230
Value:$10.7K
% of Portfolio:0.0% ($10.7K/$508.8M)
Rocket Lab USA, Inc.
Shares:419
Value:$10.7K
% of Portfolio:0.0% ($10.7K/$508.8M)
464286608
Shares:226
Value:$10.6K
% of Portfolio:0.0% ($10.6K/$508.8M)
Shares:43
Value:$10.6K
% of Portfolio:0.0% ($10.6K/$508.8M)
Prologis, Inc.
Shares:99
Value:$10.5K
% of Portfolio:0.0% ($10.5K/$508.8M)