Carolinas Wealth Consulting LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $577 Million distributed in 1052 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $45.9M, Vanguard Bd Index Fd Inc Inter with a value of $31.9M, Vanguard Index Fds S&P 500 ETF with a value of $29.7M, Schwab Strategic Tr Us Dividen with a value of $25.5M, and Ishares Russell 1000 Gr ETF with a value of $24.1M.
Examining the 13F form we can see an increase of $35.4M in the current position value, from $542M to 577M.
Carolinas Wealth Consulting LLC is based out at Charlotte, NC
Below you can find more details about Carolinas Wealth Consulting LLC portfolio as well as his latest detailed transactions.
Portfolio value
$577 Million
ETFs: $401 Million
Technology: $47.5 Million
Financial Services: $39.5 Million
Communication Services: $20.8 Million
Consumer Defensive: $20 Million
Consumer Cyclical: $12.8 Million
Healthcare: $10.3 Million
Industrials: $6.18 Million
Other: $11.1 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
