Carolinas Wealth Consulting LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $542 Million distributed in 1040 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 $45.2M, Vanguard Bd Index Fd Inc Inter with a value of $30.5M, Vanguard Index Fds S&P 500 ETF with a value of $28.1M, Ishares Russell 1000 Gr ETF with a value of $23.7M, and Schwab Strategic Tr Us Dividen with a value of $23.3M.
Examining the 13F form we can see an increase of $6.77M in the current position value, from $535M to 542M.
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.