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Carolinas Wealth Consulting LLC Top Holdings
As of  06/30/2023, below is a summary of the Carolinas Wealth Consulting LLC top holdings by largest position size, as per the latest 13f filing made by Carolinas Wealth Consulting LLC. In the Carolinas Wealth Consulting LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Carolinas Wealth Consulting LLC in that top holding, then the share count change between reporting periods, and finally the Carolinas Wealth Consulting LLC top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VONG) 475,919 -9,439 $33,676
     VONG475,919-9,439$33,676
VANGUARD SPECIALIZED FUNDS (VIG) 160,572 -2,879 $26,206
     VIG160,572-2,879$26,206
VANGUARD INDEX FDS (VOO) 60,119 -160 $24,580
     VOO60,119-160$24,580
ISHARES TR (IWF) 88,345 +4,220 $24,311
     IWF88,345+4,220$24,311
SCHWAB STRATEGIC TR 305,522 +9,882 $22,187
     SCHD305,522+9,882$22,187
APPLE INC 102,348 -2,062 $19,853
     AAPL102,348-2,062$19,853
VANGUARD SCOTTSDALE FDS (VONV) 266,922 +3,464 $18,474
     VONV266,922+3,464$18,474
ISHARES TR (IWD) 99,915 +2,205 $15,770
     IWD99,915+2,205$15,770
VANGUARD ADMIRAL FDS INC (VIOO) 150,197 +587 $13,802
     VIOO150,197+587$13,802
ISHARES TR (IVV) 30,031 -1 $13,385
     IVV30,031-1$13,385
VANGUARD BD INDEX FDS (BIV) 168,240 +110,327 $12,657
     BIV168,240+110,327$12,657
SPDR S&P 500 ETF TR (SPY) 27,809 +1,131 $12,327
     SPY27,809+1,131$12,327
BERKSHIRE HATHAWAY INC DEL      $11,369
     BRK.A13UNCH$6,732
     BRK.B13,598-503$4,637
MICROSOFT CORP 108,860 -768 $11,158
     MSFT108,860-768$11,158
J P MORGAN EXCHANGE TRADED F (JPST) 201,847 -9,972 $10,121
     JPST201,847-9,972$10,121
ISHARES TR (IWN) 64,257 +400 $9,047
     IWN64,257+400$9,047
VANGUARD BD INDEX FDS (BSV) 113,596 -18,631 $8,584
     BSV113,596-18,631$8,584
ISHARES TR (IJR) 75,513 +692 $7,525
     IJR75,513+692$7,525
ISHARES TR (IWO) 30,187 +468 $7,325
     IWO30,187+468$7,325
VANGUARD INTL EQUITY INDEX F (VWO) 158,944 +6,085 $6,466
     VWO158,944+6,085$6,466
VANGUARD SCOTTSDALE FDS (VGSH) 105,808 -6,224 $6,108
     VGSH105,808-6,224$6,108
PINNACLE FINL PARTNERS INC 107,240 +9,759 $6,075
     PNFP107,240+9,759$6,075
VANGUARD INDEX FDS (VTI) 26,517 +152 $5,841
     VTI26,517+152$5,841
AMAZON COM INC 37,991 -577 $4,953
     AMZN37,991-577$4,953
VANGUARD ADMIRAL FDS INC (VOOG) 19,297 -269 $4,917
     VOOG19,297-269$4,917
INVESCO EXCHANGE TRADED FD T (SPHQ) 95,779 -2,848 $4,832
     SPHQ95,779-2,848$4,832
META PLATFORMS INC 14,619 +352 $4,195
     META14,619+352$4,195
T ROWE PRICE ETF INC (TCHP) 149,508 +16,384 $4,168
     TCHP149,508+16,384$4,168
INVESCO EXCHANGE TRADED FD T (RSP) 26,491 +188 $3,964
     RSP26,491+188$3,964
ISHARES TR (EFA) 54,447 +757 $3,947
     EFA54,447+757$3,947
VANGUARD TAX MANAGED FDS (VEA) 84,051 +1,156 $3,881
     VEA84,051+1,156$3,881
ALPHABET INC 31,494 -291 $3,810
     GOOG31,494-291$3,810
PACER FDS TR 75,399 +2,290 $3,609
     COWZ75,399+2,290$3,609
ISHARES TR (IWM) 18,919 -86 $3,543
     IWM18,919-86$3,543
SCHWAB STRATEGIC TR 145,413 +1,915 $3,481
     SCHY145,413+1,915$3,481
ISHARES TR (ICSH) 62,101 -14,409 $3,124
     ICSH62,101-14,409$3,124
ALPHABET INC 25,542 -356 $3,057
     GOOGL25,542-356$3,057
VANGUARD INDEX FDS (VB) 14,551 +631 $2,894
     VB14,551+631$2,894
DUKE ENERGY CORP NEW 155,303 +224 $2,478
     DUK155,303+224$2,478
VANGUARD SCOTTSDALE FDS (VTWV) 19,273 +1,150 $2,383
     VTWV19,273+1,150$2,383
VANGUARD INDEX FDS (VTV) 15,448 -266 $2,195
     VTV15,448-266$2,195
VANGUARD INDEX FDS (VUG) 7,501 +92 $2,123
     VUG7,501+92$2,123
VANGUARD WHITEHALL FDS (VYM) 19,778 +29 $2,098
     VYM19,778+29$2,098
VANGUARD ADMIRAL FDS INC (VOOV) 13,119 +159 $2,052
     VOOV13,119+159$2,052
BANK AMERICA CORP 70,646 -371 $2,027
     BAC70,646-371$2,027
ISHARES TR (SHY) 24,604 +425 $1,995
     SHY24,604+425$1,995
VANGUARD SCOTTSDALE FDS (VCSH) 25,676 -2,208 $1,943
     VCSH25,676-2,208$1,943
ABBOTT LABS 29,576 -184 $1,937
     ABT29,576-184$1,937
AVIDXCHANGE HOLDINGS INC 185,274 +23,112 $1,923
     AVDX185,274+23,112$1,923
ISHARES TR (IVW) 26,143 +162 $1,843
     IVW26,143+162$1,843

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 06/30/2023: $504,368
At 03/31/2023: $469,931

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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