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 |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 201 | $149,763 | 49,159 | 0.00 | 0.00 | -32 | -0.07 | 12-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 202 | $147,653 | 1,488 | 0.00 | 0.00 | 1,277 | 605.21 | 12-31-2023 |
| US BANCORP DEL | COM NEW | 203 | $146,567 | 3,349 | 0.00 | 0.00 | 413 | 14.07 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 204 | $145,862 | 1,885 | 0.00 | 0.00 | 431 | 29.64 | 12-31-2023 |
