CW
| |
CAROLINAS WEALTH CONSULTING LLC13F | |
| CAROLINAS WEALTH CONSULTING LLC | |
| Last update 2025-02-27 | 1057 Stocks (62 new) |
| Value $509.00 Mil | Turnover 4 % |
CAROLINAS WEALTH CONSULTING LL... Top Holdings of 2024-12-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 480,751 | 43,454.9 | +0.99% | 8.540 | +0.08% | 0.190 | +31.48% | +9.03% | 28,050.1 | ||
VOO | Vanguard S&P 500 ETF | 60,502 | 32,598.6 | +7.67% | 6.410 | +0.46% | 0.010 | +23.20% | +8.38% | 664,533.9 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 405,187 | 30,279.6 | -0.41% | 5.950 | -0.02% | 0.140 | +2.69% | +4.96% | 23,227.2 | ||
IWF | iShares Russell 1000 Growth ETF | 58,898 | 23,652.1 | -8.27% | 4.650 | -0.36% | 0.020 | +31.46% | +8.97% | 114,420.5 | ||
VONV |
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
| 266,484 | 21,651.8 | -4.93% | 4.260 | -0.21% | 0.210 | +14.44% | +7.41% | 12,079.4 | ||
SCHD | Schwab US Dividend Equity ETF | 788,881 | 21,552.2 | -12.72% | 4.240 | -0.59% | 0.030 | +9.21% | +0.96% | 70,599.9 | ||
VIG | Vanguard Dividend Appreciation FTF | 83,930 | 16,436.0 | -7.98% | 3.230 | -0.26% | 0.020 | +15.52% | +6.80% | 89,847.8 | ||
AAPL | Apple Inc | 58,890 | 14,747.1 | -35.07% | 2.900 | -1.34% | 0.000 | +10.68% | -14.54% | 3,188,873.5 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 24,088 | 14,166.9 | -4.55% | 2.780 | -0.12% | 0.000 | +23.19% | +8.34% | 646,990.0 | ||
IWD | iShares Russell 1000 Value ETF | 67,927 | 12,575.2 | -7.92% | 2.470 | -0.20% | 0.020 | +14.46% | +7.35% | 63,008.9 |
CAROLINAS WEALTH CONSULTING LLC's Historical Top Holdings Breakdowns
CAROLINAS WEALTH CONSULTING LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2024-12-31 | Sold Out Sold Out | -1.63% | 664750 ($692646) 724040 | $716,750.00 | 3.48% | Sold Out | 0 | -13 | |
MSFT | Microsoft Corp | 2024-12-31 | Reduce Reduce | -1.37% | 406.35 ($426.03) 454.46 | $510.49 | 19.82% | Reduce -55.09% | 14,255 | -17,486 | |
AAPL | Apple Inc | 2024-12-31 | Reduce Reduce | -1.34% | 221.69 ($235.83) 259.02 | $213.50 | -9.47% | Reduce -35.07% | 58,890 | -31,806 | |
META | Meta Platforms Inc | 2024-12-31 | Reduce Reduce | -1.17% | 554.08 ($587.14) 632.68 | $712.85 | 21.41% | Reduce -74.42% | 3,864 | -11,242 | |
GOOG | Alphabet Inc | 2024-12-31 | Reduce Reduce | -0.62% | 163.06 ($176.63) 198.16 | $189.43 | 7.24% | Reduce -66.89% | 10,177 | -20,562 | |
SPHQ | Invesco S&P 500 Quality ETF | 2024-12-31 | Add Add | +0.62% | 65.67 ($67.82) 69.79 | $71.73 | 5.77% | Add 242.87% | 66,116 | 46,833 | |
SCHD | Schwab US Dividend Equity ETF | 2024-12-31 | Reduce Reduce | -0.59% | 26.93 ($28.43) 29.53 | $27.07 | -4.78% | Reduce -12.72% | 788,881 | -114,989 | |
GOOGL | Alphabet Inc | 2024-12-31 | Reduce Reduce | -0.57% | 161.86 ($175.1) 196.66 | $188.65 | 7.74% | Reduce -69.11% | 8,463 | -18,933 | |
VOO | Vanguard S&P 500 ETF | 2024-12-31 | Add Add | +0.46% | 521.84 ($541.94) 558.82 | $580.15 | 7.05% | Add 7.67% | 60,502 | 4,308 | |
VTV | Vanguard Value ETF | 2024-12-31 | Add Add | +0.44% | 168.32 ($175.52) 181.87 | $178.59 | 1.75% | Add 149.77% | 22,182 | 13,301 |
CAROLINAS WEALTH CONSULTING LLC Total Holding History ($B)
CAROLINAS WEALTH CONSULTING LLC's Asset Allocation
CAROLINAS WEALTH CONSULTING LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
CAROLINAS WEALTH CONSULTING LLC's Hypothetical Growth since 2024-12-31
CAROLINAS WEALTH CONSULTING LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CAROLINAS WEALTH CONSULTING LLC's Holdings Heat Map
Size field:
CAROLINAS WEALTH CONSULTING LLC's Holdings Bubble Chart
CAROLINAS WEALTH CONSULTING LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers