Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CAROLINAS WEALTH CONSULTING LLC (CIK 1803425) reported $508.8M across 1,056 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: VONG ($43.5M, 8.54%), VOO ($32.6M, 6.41%), BIV ($30.3M, 5.95%), IWF ($23.7M, 4.65%), VONV ($21.7M, 4.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | $43.5M | 8.54% | 480,751 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $32.6M | 6.41% | 60,502 | Added |
| 3 | BIV | VANGUARD BD INDEX FDS | $30.3M | 5.95% | 405,187 | Trimmed |
| 4 | IWF | ISHARES TR | $23.7M | 4.65% | 58,898 | Trimmed |
| 5 | VONV | VANGUARD SCOTTSDALE FDS | $21.7M | 4.26% | 266,484 | Trimmed |
| 6 | SCHD | SCHWAB STRATEGIC TR | $21.6M | 4.24% | 788,881 | Added |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $16.4M | 3.23% | 83,930 | Trimmed |
| 8 | AAPL | APPLE INC | $14.7M | 2.90% | 58,890 | Trimmed |
| 9 | SPY | SPDR S&P 500 ETF TR | $14.2M | 2.78% | 24,088 | Trimmed |
| 10 | IWD | ISHARES TR | $12.6M | 2.47% | 67,927 | Trimmed |
| 11 | JPST | J P MORGAN EXCHANGE TRADED F | $11.6M | 2.27% | 228,554 | Added |
| 12 | VIOO | VANGUARD ADMIRAL FDS INC | $10.4M | 2.05% | 149,185 | Trimmed |
| 13 | IWN | ISHARES TR | $9.5M | 1.87% | 58,009 | Trimmed |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $9.3M | 1.82% | 20,409 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $9.0M | 1.78% | 31,212 | Added |
| 16 | PNFP | PINNACLE FINL PARTNERS INC | $9.0M | 1.77% | 78,582 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $8.0M | 1.57% | 36,307 | Trimmed |
| 18 | TCHP | T ROWE PRICE ETF INC | $7.5M | 1.48% | 178,378 | Trimmed |
| 19 | TCAF | T ROWE PRICE ETF INC | $7.3M | 1.44% | 433,779 | Added |
| 20 | IWO | ISHARES TR | $7.3M | 1.44% | 25,528 | Trimmed |
| 21 | IVV | ISHARES TR | $7.0M | 1.38% | 11,948 | Trimmed |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $6.5M | 1.28% | 147,586 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $6.0M | 1.18% | 14,255 | Trimmed |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $4.7M | 0.92% | 97,876 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $4.5M | 0.89% | 33,771 | Trimmed |
Source: SEC Form 13F filings · as of 2024-12-31