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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
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| 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 | +27.30% | +8.47% | 27,907.3 | ||
VOO | Vanguard S&P 500 ETF | 60,502 | 32,598.6 | +7.67% | 6.410 | +0.46% | 0.010 | +19.59% | +7.78% | 660,834.1 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 405,187 | 30,279.6 | -0.41% | 5.950 | -0.02% | 0.140 | +1.75% | +4.50% | 23,124.5 | ||
IWF | iShares Russell 1000 Growth ETF | 58,898 | 23,652.1 | -8.27% | 4.650 | -0.36% | 0.020 | +27.24% | +8.36% | 113,776.0 | ||
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 | +11.62% | +6.82% | 12,010.2 | ||
SCHD | Schwab US Dividend Equity ETF | 788,881 | 21,552.2 | -12.72% | 4.240 | -0.59% | 0.030 | +7.34% | +0.77% | 70,469.5 | ||
VIG | Vanguard Dividend Appreciation FTF | 83,930 | 16,436.0 | -7.98% | 3.230 | -0.26% | 0.020 | +12.58% | +6.21% | 89,349.2 | ||
AAPL | Apple Inc | 58,890 | 14,747.1 | -35.07% | 2.900 | -1.34% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 24,088 | 14,166.9 | -4.55% | 2.780 | -0.12% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
IWD | iShares Russell 1000 Value ETF | 67,927 | 12,575.2 | -7.92% | 2.470 | -0.20% | 0.020 | +11.59% | +6.73% | 62,643.2 |
CAROLINAS WEALTH CONSULTING LLC's Historical Top Holdings Breakdowns
CAROLINAS WEALTH CONSULTING LLC's Top Stock Picks
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| 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 | $710,978.50 | 2.65% | Sold Out | 0 | -13 | |
MSFT | Microsoft Corp | 2024-12-31 | Reduce Reduce | -1.37% | 406.35 ($426.03) 454.46 | $510.05 | 19.72% | Reduce -55.09% | 14,255 | -17,486 | |
AAPL | Apple Inc | 2024-12-31 | Reduce Reduce | -1.34% | 221.69 ($235.83) 259.02 | $211.18 | -10.45% | Reduce -35.07% | 58,890 | -31,806 | |
META | Meta Platforms Inc | 2024-12-31 | Reduce Reduce | -1.17% | 554.08 ($587.14) 632.68 | $704.28 | 19.95% | Reduce -74.42% | 3,864 | -11,242 | |
GOOG | Alphabet Inc | 2024-12-31 | Reduce Reduce | -0.62% | 163.06 ($176.63) 198.16 | $185.94 | 5.27% | 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 | $71.37 | 5.23% | 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 | $27.02 | -4.96% | Reduce -12.72% | 788,881 | -114,989 | |
GOOGL | Alphabet Inc | 2024-12-31 | Reduce Reduce | -0.57% | 161.86 ($175.1) 196.66 | $185.06 | 5.69% | 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 | $576.92 | 6.45% | Add 7.67% | 60,502 | 4,308 | |
VTV | Vanguard Value ETF | 2024-12-31 | Add Add | +0.44% | 168.32 ($175.52) 181.87 | $177.66 | 1.22% | Add 149.77% | 22,182 | 13,301 |
CAROLINAS WEALTH CONSULTING LLC Total Holding History ($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 |
|---|---|---|---|---|
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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
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CAROLINAS WEALTH CONSULTING LLC's Holdings Bubble Chart
CAROLINAS WEALTH CONSULTING LLC News
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