Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAROLINAS WEALTH CONSULTING LLC | 02-12-2024 | 12-31-2023 | 997 | 459,767,441 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | INF TECH ETF | 101 | $457,995 | 946 | 0.00 | 0.00 | -91 | -8.78 | 12-31-2023 |
| HOME DEPOT INC | COM | 102 | $446,229 | 13,269 | 0.00 | 0.00 | 137 | 1.04 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 103 | $440,703 | 7,115 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SKECHERS U S A INC | CL A | 104 | $437,205 | 7,013 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
