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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Page 30 of 53
ROSS STORES, INC.
Shares:49
Value:$7.4K
% of Portfolio:0.0% ($7.4K/$508.8M)
852234103
Shares:87
Value:$7.4K
% of Portfolio:0.0% ($7.4K/$508.8M)
EMCOR Group, Inc.
Shares:17
Value:$7.3K
% of Portfolio:0.0% ($7.3K/$508.8M)
GARTNER INC
Shares:15
Value:$7.3K
% of Portfolio:0.0% ($7.3K/$508.8M)
464288885
Shares:75
Value:$7.3K
% of Portfolio:0.0% ($7.3K/$508.8M)
AMERICAN ELECTRIC POWER CO INC
Shares:77
Value:$7.1K
% of Portfolio:0.0% ($7.1K/$508.8M)
ALCON INC
Shares:84
Value:$7.1K
% of Portfolio:0.0% ($7.1K/$508.8M)
ATMOS ENERGY CORP
Shares:50
Value:$7.0K
% of Portfolio:0.0% ($7.0K/$508.8M)
46090F100
Shares:532
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$508.8M)
CLEANSPARK, INC.
Shares:746
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$508.8M)
464289511
Shares:139
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$508.8M)
78464A409
Shares:78
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$508.8M)
GABELLI EQUITY TRUST INC
Shares:1.3K
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$508.8M)
ANSYS INC
Shares:21
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$508.8M)
W.W. GRAINGER, INC.
Shares:7
Value:$6.6K
% of Portfolio:0.0% ($6.6K/$508.8M)
BARCLAYS PLC
Shares:490
Value:$6.5K
% of Portfolio:0.0% ($6.5K/$508.8M)
CHEMED CORP
Shares:13
Value:$6.5K
% of Portfolio:0.0% ($6.5K/$508.8M)
EXELIXIS, INC.
Shares:194
Value:$6.5K
% of Portfolio:0.0% ($6.5K/$508.8M)
CASELLA WASTE SYSTEMS INC
Shares:61
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$508.8M)
HOULIHAN LOKEY, INC.
Shares:37
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$508.8M)