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 3 of 53
464287408
Shares:10.8K
Value:$2.1M
% of Portfolio:0.4% ($2.1M/$508.8M)
Blackstone Inc.
Shares:11.6K
Value:$2.0M
% of Portfolio:0.4% ($2.0M/$508.8M)
Alphabet Inc.
Shares:10.2K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$508.8M)
ABBOTT LABORATORIES
Shares:17.1K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$508.8M)
AbbVie Inc.
Shares:10.3K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$508.8M)
14020G101
Shares:49.0K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$508.8M)
464287804
Shares:15.7K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$508.8M)
BANK OF AMERICA CORP /DE/
Shares:40.7K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$508.8M)
INVESCO QQQ TRUST, SERIES 1
Shares:48.9K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$508.8M)
Alphabet Inc.
Shares:8.5K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$508.8M)
922908751
Shares:6.3K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$508.8M)
921937827
Shares:19.0K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$508.8M)
464287622
Shares:4.5K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$508.8M)
JPMORGAN CHASE & CO
Shares:5.5K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$508.8M)
464287507
Shares:20.0K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$508.8M)
SPDR GOLD TRUST
Shares:5.1K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$508.8M)
46432F834
Shares:18.1K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$508.8M)
14019W109
Shares:47.5K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$508.8M)
Philip Morris International Inc.
Shares:9.4K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$508.8M)
808524409
Shares:43.7K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$508.8M)