CW

CAROLINAS WEALTH CONSULTING LLC

13F
CAROLINAS WEALTH CONSULTING LLC
Last update 2024-11-12 1053 Stocks (69 new)
Value $551.00 Mil Turnover 5 %
Countries:
Top Holdings: VONG(7.71%)BIV(5.79%)VOO(5.40%)SCHD(4.62%)IWF(4.37%)
Portfolio Report
Summary Stock Picks Current Portfolio
CAROLINAS WEALTH CONSULTING LL... Top Holdings of 2024-09-30 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
476,034
42514.860
-1.15%
7.710
-0.09%
0.230
+12.58%
+31.71%
20995.794
 
BIV 		Vanguard Intermediate-Term Bond ETF
406,866
31886.030
0%
5.790
0%
0.160
-2.70%
-1.34%
18566.816
 
VOO 		Vanguard S&P 500 ETF
56,194
29743.260
-0.11%
5.400
-0.01%
0.010
+10.32%
+25.83%
489277.814
 
SCHD 		Schwab US Dividend Equity ETF
903,870
25468.020
+201.61%
4.620
+3.09%
0.010
+7.91%
+14.28%
65553.050
 
IWF 		iShares Russell 1000 Growth ETF
64,208
24102.200
-1.09%
4.370
-0.05%
0.020
+12.55%
+31.64%
104160.175
 
VONV 		Vanguard Russell 1000 Value Index Fund
280,304
23357.690
+2.77%
4.240
+0.11%
0.270
+9.45%
+18.42%
9016.274
 
AAPL 		Apple Inc
90,696
21132.110
+0.13%
3.830
+0.01%
0.000
+1.58%
+17.19%
3411187.778
Hardware
VIG 		Vanguard Dividend Appreciation FTF
91,211
18141.250
-4.42%
3.290
-0.15%
0.020
+7.78%
+18.50%
81735.974
 
SPY 		SPDR S&P 500 ETF Trust
25,236
14522.960
+0.51%
2.630
+0.01%
0.000
+10.29%
+25.78%
619307.805
 
IWD 		iShares Russell 1000 Value ETF
73,768
14001.070
-0.17%
2.540
0%
0.020
+9.33%
+18.35%
61330.005
 

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
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+3.09%
●
25.67 ($27.24) 28.35
$29.00
6.46%
Add 201.61%
903,870
201,396
BRK.B 		Berkshire Hathaway Inc2024-09-30Add
+0.17%
●
405.19 ($442.18) 478.57
$467.12
5.64%
Add 11.67%
18,957
1,981
SCHV 		Schwab U.S. Large-Cap Value ETF2024-09-30Add
+0.15%
●
24.48 ($25.69) 26.79
$27.45
6.85%
Add 199.84%
45,873
10,191
VIG 		Vanguard Dividend Appreciation FTF2024-09-30Reduce
-0.15%
●
181.77 ($190.41) 198.25
$202.08
6.13%
Reduce -4.42%
91,211
-4,219
FNDB 		Schwab Fundamental U.S. Broad Market ETF2024-09-30Add
+0.13%
●
21.39 ($22.57) 23.46
$24.29
7.63%
Add 202.65%
45,903
10,245
VONV 		Vanguard Russell 1000 Value Index Fund2024-09-30Add
+0.11%
●
76.07 ($79.94) 83.33
$85.86
7.41%
Add 2.77%
280,304
7,560
JPST 		JPMorgan Ultra-Short Income ETF2024-09-30Add
+0.09%
●
50.25 ($50.53) 50.74
$50.45
-0.15%
Add 5.3%
185,184
9,327
VONG 		Vanguard Russell 1000 Growth Index Fund2024-09-30Reduce
-0.09%
●
85.48 ($93.31) 98.39
$103.01
10.40%
Reduce -1.15%
476,034
-5,515
NVDA 		NVIDIA Corp2024-09-30Add
+0.08%
●
98.91 ($118.12) 134.91
$146.83
24.31%
Add 11.62%
36,167
3,764
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+0.08%
●
23.16 ($25.16) 26.42
$27.89
10.85%
Add 293.22%
23,900
4,456

CAROLINAS WEALTH CONSULTING LLC Total Holding History ($B)

To

CAROLINAS WEALTH CONSULTING LLC's Asset Allocation

To

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 2024-09-30

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

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