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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ISHARES SEMICDTR | 351 | $79,005 | 321 | 0.00 | 0.00 | 230 | 252.75 | 06-30-2024 |
| MARATHON PETE CORP | COM | 352 | $78,753 | 454 | 0.00 | 0.00 | 5 | 1.11 | 06-30-2024 |
| ISHARES TR | ISHS 1-5YR INVS | 353 | $78,545 | 1,533 | 0.00 | 0.00 | 1,036 | 208.45 | 06-30-2024 |
| MARTIN MARIETTA MATLS INC | COM | 354 | $78,064 | 145 | 0.00 | 0.00 | 119 | 457.69 | 06-30-2024 |
