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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Lamb Weston Holdings, Inc.
Shares:96
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$508.8M)
UNILEVER PLC
Shares:114
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$508.8M)
COCA-COLA EUROPACIFIC PARTNERS plc
Shares:82
Value:$6.3K
% of Portfolio:0.0% ($6.3K/$508.8M)
518416870
Shares:110
Value:$6.2K
% of Portfolio:0.0% ($6.2K/$508.8M)
46641Q225
Shares:88
Value:$6.2K
% of Portfolio:0.0% ($6.2K/$508.8M)
BAXTER INTERNATIONAL INC
Shares:208
Value:$6.1K
% of Portfolio:0.0% ($6.1K/$508.8M)
RELX PLC
Shares:134
Value:$6.1K
% of Portfolio:0.0% ($6.1K/$508.8M)
Hewlett Packard Enterprise Co
Shares:282
Value:$6.1K
% of Portfolio:0.0% ($6.1K/$508.8M)
VICI PROPERTIES INC.
Shares:204
Value:$6.0K
% of Portfolio:0.0% ($6.0K/$508.8M)
REALTY INCOME CORP
Shares:112
Value:$6.0K
% of Portfolio:0.0% ($6.0K/$508.8M)
Fox Corp
Shares:123
Value:$6.0K
% of Portfolio:0.0% ($6.0K/$508.8M)
Invesco Value Municipal Income Trust
Shares:500
Value:$5.9K
% of Portfolio:0.0% ($5.9K/$508.8M)
WEC ENERGY GROUP, INC.
Shares:63
Value:$5.9K
% of Portfolio:0.0% ($5.9K/$508.8M)
GENERAC HOLDINGS INC.
Shares:38
Value:$5.9K
% of Portfolio:0.0% ($5.9K/$508.8M)
78464A201
Shares:66
Value:$5.9K
% of Portfolio:0.0% ($5.9K/$508.8M)
Xylem Inc.
Shares:51
Value:$5.9K
% of Portfolio:0.0% ($5.9K/$508.8M)
Interactive Brokers Group, Inc.
Shares:33
Value:$5.8K
% of Portfolio:0.0% ($5.8K/$508.8M)
CANADIAN PACIFIC KANSAS CITY LTD/CN
Shares:80
Value:$5.7K
% of Portfolio:0.0% ($5.7K/$508.8M)
FIFTH THIRD BANCORP
Shares:131
Value:$5.6K
% of Portfolio:0.0% ($5.6K/$508.8M)
MICROCHIP TECHNOLOGY INC
Shares:98
Value:$5.6K
% of Portfolio:0.0% ($5.6K/$508.8M)