Carolinas Wealth Consulting LLC Asset Management

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$112B
$2.01 Million 0.36% of portfolio
11,631
Q4 2024 Reduced 5.91%
$114B
$735,000 0.13% of portfolio
4,970
Q4 2024 Reduced 6.6%
$86.7B
$381,000 0.07% of portfolio
2,311
Q4 2024 Reduced 13.12%
$0
$307,000 0.06% of portfolio
34,420
Q3 2024 Added 80.31%
$0
$166,000 0.03% of portfolio
20,402
Q3 2022 Reduced 20.27%
$0
$144,000 0.03% of portfolio
9,144
Q4 2021 Added 167.52%
$0
$91,000 0.02% of portfolio
13,150
Q2 2024 Added 0.01%
$0
$91,000 0.02% of portfolio
9,342
Q1 2022 Added 38.71%
$0
$83,000 0.01% of portfolio
5,809
Q2 2024 Added 159.1%
$0
$65,000 0.01% of portfolio
4,253
Q2 2021 Reduced 42.0%
$4.58B
$61,000 0.01% of portfolio
1,045
Q4 2024 Added 2.55%
$2.66B
$59,000 0.01% of portfolio
2,950
Q3 2023 Added 166.25%
$0
$50,000 0.01% of portfolio
3,376
Q2 2024 New
$0
$50,000 0.01% of portfolio
5,994
Q2 2024 Added 0.02%
$0
$45,000 0.01% of portfolio
3,467
Q4 2021 Added 20.8%
$0
$43,000 0.01% of portfolio
3,207
Q3 2020 New
$0
$39,000 0.01% of portfolio
4,121
Q4 2024 Added 3.52%
$23.4B
$35,000 0.01% of portfolio
318
Q3 2024 Reduced 1.55%
$0
$23,000 0.0% of portfolio
982
Q3 2023 Reduced 81.3%
$56.8B
$13,000 0.0% of portfolio
25
Q4 2024 Added 56.25%
$0
$10,000 0.0% of portfolio
230
Q2 2024 Reduced 88.05%
$0
$10,000 0.0% of portfolio
817
Q3 2023 Reduced 8.41%
$0
$9,000 0.0% of portfolio
923
Q4 2024 Reduced 0.22%
$71.4B
$7,000 0.0% of portfolio
102
Q3 2024 Added 24.39%
$0
$6,000 0.0% of portfolio
1,270
Q4 2021 New
$0
$5,000 0.0% of portfolio
500
Q1 2024 New
$35.6B
$3,000 0.0% of portfolio
33
Q3 2024 Added 43.48%
$22.1B
$2,000 0.0% of portfolio
29
Q3 2024 Reduced 14.71%
$0
$1,000 0.0% of portfolio
45
Q3 2024 New
$0
$0 0.0% of portfolio
127
Q4 2021 New
$0
$0 0.0% of portfolio
126
Q4 2021 New
$0
$0 0.0% of portfolio
74
Q4 2021 New
$22.8B
$0 0.0% of portfolio
7
Q2 2024 Reduced 41.67%
$7.62B
$0 0.0% of portfolio
51
Q2 2024 Added 24.39%
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