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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | INDL | 201 | $181,028 | 1,486 | 0.00 | 0.00 | 1,415 | 1992.96 | 06-30-2024 |
| MASTERCARD INCORPORATED | CL A | 202 | $180,948 | 411 | 0.00 | 0.00 | -73 | -15.08 | 06-30-2024 |
| SELECT SECTOR SPDR TR | ENERGY | 203 | $173,537 | 1,904 | 0.00 | 0.00 | 862 | 82.73 | 06-30-2024 |
| ISHARES TR | RUS MID CAP ETF | 204 | $172,612 | 2,129 | 0.00 | 0.00 | 10 | 0.47 | 06-30-2024 |
