HoldingsChannel.com
Carolinas Wealth Consulting LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IWF) 110,432 +48,072 $16,634
     IWF110,432+48,072$16,634
VANGUARD SPECIALIZED FUNDS (VIG) 110,849 +66,052 $11,461
     VIG110,849+66,052$11,461
VANGUARD SCOTTSDALE FDS (VONG) 73,177 +38,597 $11,322
     VONG73,177+38,597$11,322
ISHARES TR (IWD) 92,627 +41,892 $9,188
     IWD92,627+41,892$9,188
VANGUARD SCOTTSDALE FDS (VONV) 103,425 +61,442 $8,999
     VONV103,425+61,442$8,999
ISHARES TR (IVV) 33,294 +21,951 $8,603
     IVV33,294+21,951$8,603
VANGUARD INDEX FDS (VOO) 35,910 +29,751 $8,504
     VOO35,910+29,751$8,504
SPDR S&P 500 ETF TR (SPY) 28,501 +23,045 $7,383
     SPY28,501+23,045$7,383
VANGUARD INDEX FDS (VTI) 50,520 +17,753 $6,511
     VTI50,520+17,753$6,511
PINNACLE FINL PARTNERS INC 137,523 +137,523 $5,164
     PNFP137,523+137,523$5,164
ROYAL BK CDA 83,762 +83,762 $5,156
     RY83,762+83,762$5,156
ISHARES TR (IWO) 30,905 +12,018 $4,889
     IWO30,905+12,018$4,889
BERKSHIRE HATHAWAY INC DEL      $4,705
     BRK.B16,818+9,684$3,073
     BRK.A6+1$1,632
VANGUARD ADMIRAL FDS INC (VIOO) 43,077 +29,482 $4,417
     VIOO43,077+29,482$4,417
ISHARES TR (IWN) 52,938 +18,094 $4,342
     IWN52,938+18,094$4,342
VANGUARD INTL EQUITY INDEX F (VWO) 103,498 +55,669 $3,471
     VWO103,498+55,669$3,471
ISHARES TR (EFA) 64,215 +44,478 $3,435
     EFA64,215+44,478$3,435
AMAZON COM INC 1,759 +1,759 $3,433
     AMZN1,759+1,759$3,433
ISHARES TR (IWM) 26,212 +19,573 $2,999
     IWM26,212+19,573$2,999
APPLE INC 11,572 +6,285 $2,943
     AAPL11,572+6,285$2,943
FACEBOOK INC 13,881 +2,141 $2,317
     FB13,881+2,141$2,317
BK OF AMERICA CORP 107,264 +23,927 $2,275
     BAC107,264+23,927$2,275
VANGUARD INDEX FDS (VTV) 21,570 +18,119 $1,922
     VTV21,570+18,119$1,922
ISHARES TR (IJR) 30,897 +14,539 $1,736
     IJR30,897+14,539$1,736
VANGUARD TAX MANAGED INTL FD (VEA) 50,631 +32,347 $1,687
     VEA50,631+32,347$1,687
ALPHABET INC 1,391 +322 $1,617
     GOOG1,391+322$1,617
VANGUARD WHITEHALL FDS (VYM) 22,636 +5,970 $1,601
     VYM22,636+5,970$1,601
MICROSOFT CORP 9,953 +6,955 $1,571
     MSFT9,953+6,955$1,571
INVESCO EXCHANGE TRADED FD T (SPHQ) 48,943 +30,880 $1,465
     SPHQ48,943+30,880$1,465
VANGUARD SCOTTSDALE FDS (VCSH) 17,249 +11,171 $1,362
     VCSH17,249+11,171$1,362
ISHARES TR (IXUS) 28,185 +2,534 $1,323
     IXUS28,185+2,534$1,323
ALPHABET INC 1,111 -15 $1,290
     GOOGL1,111-15$1,290
DUKE ENERGY CORP NEW 13,047 +3,274 $1,053
     DUK13,047+3,274$1,053
VANGUARD INDEX FDS (VB) 8,980 +8,425 $1,036
     VB8,980+8,425$1,036
VANGUARD BD INDEX FDS (BSV) 11,972 +11,972 $982
     BSV11,972+11,972$982
ISHARES TR (EEM) 26,233 +12,052 $894
     EEM26,233+12,052$894
SCHWAB STRATEGIC TR 19,656 +18,824 $885
     SCHD19,656+18,824$885
VANGUARD INDEX FDS (VUG) 5,544 +5,544 $869
     VUG5,544+5,544$869
ISHARES TR (IVW) 4,960 +508 $818
     IVW4,960+508$818
ISHARES TR (ITOT) 13,873 +292 $793
     ITOT13,873+292$793
SPDR GOLD TRUST (GLD) 4,971 +4,971 $737
     GLD4,971+4,971$737
UNITEDHEALTH GROUP INC 2,755 +638 $686
     UNH2,755+638$686
ISHARES TR (IVE) 6,592 +1,230 $634
     IVE6,592+1,230$634
VANGUARD STAR FDS (VXUS) 14,533 +7,879 $610
     VXUS14,533+7,879$610
ISHARES TR (IWB) 3,838 +1,387 $543
     IWB3,838+1,387$543
ARK ETF TR (ARKK) 12,252 +12,252 $540
     ARKK12,252+12,252$540
ISHARES TR (IUSG) 9,182 +9,182 $523
     IUSG9,182+9,182$523
SELECT SECTOR SPDR TR (XLK) 6,463 +415 $519
     XLK6,463+415$519
AT&T INC 17,675 +10,662 $516
     T17,675+10,662$516
ISHARES TR (IUSV) 11,099 +11,099 $513
     IUSV11,099+11,099$513

See Full List: All Stocks Held By Carolinas Wealth Consulting LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Carolinas Wealth Consulting LLC

Size ($ in 1000's)
At 03/31/2020: $184,763
At 12/31/2019: $95,958

Carolinas Wealth Consulting LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Carolinas Wealth Consulting LLC 13F filings. Link to 13F filings: SEC filings

Carolinas Wealth Consulting LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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