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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 51 | $1,571,935 | 3,281 | 0.00 | 0.00 | 932 | 39.68 | 06-30-2024 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 52 | $1,504,816 | 45,675 | 0.00 | 0.00 | 1,298 | 2.92 | 06-30-2024 |
| AVIDXCHANGE HOLDINGS INC | COM | 53 | $1,439,542 | 119,365 | 0.00 | 0.00 | -39,239 | -24.74 | 06-30-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 54 | $1,369,327 | 6,256 | 0.00 | 0.00 | -16 | -0.26 | 06-30-2024 |
