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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | TECHNOLOGY | 151 | $237,907 | 1,236 | 0.00 | 0.00 | 1,176 | 1960.00 | 12-31-2023 |
| TJX COS INC NEW | COM | 152 | $233,024 | 2,484 | 0.00 | 0.00 | 463 | 22.91 | 12-31-2023 |
| BECTON DICKINSON & CO | COM | 153 | $226,551 | 929 | 0.00 | 0.00 | 108 | 13.15 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 154 | $226,485 | 1,044 | 0.00 | 0.00 | 104 | 11.06 | 12-31-2023 |
