Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAROLINAS WEALTH CONSULTING LLC | 08-08-2024 | 06-30-2024 | 1040 | 518,030,483 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STRYKER CORPORATION | COM | 101 | $554,637 | 1,631 | 0.00 | 0.00 | -243 | -12.97 | 06-30-2024 |
| DIREXION SHS ETF TR | DRX S&P500BULL | 102 | $548,000 | 3,743 | 0.00 | 0.00 | 11 | 0.29 | 06-30-2024 |
| HONEYWELL INTL INC | COM | 103 | $547,055 | 2,562 | 0.00 | 0.00 | 1,065 | 71.14 | 06-30-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 104 | $545,153 | 7,567 | 0.00 | 0.00 | 769 | 11.31 | 06-30-2024 |
