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 |
|---|---|---|---|---|---|---|---|---|---|
| ARK ETF TR | GENOMIC REV ETF | 251 | $108,134 | 3,296 | 0.00 | 0.00 | -1,241 | -27.35 | 12-31-2023 |
| L3HARRIS TECHNOLOGIES INC | COM | 252 | $108,134 | 513 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SALESFORCE INC | COM | 253 | $107,352 | 408 | 0.00 | 0.00 | 8 | 2.00 | 12-31-2023 |
| VALERO ENERGY CORP | COM | 254 | $106,990 | 823 | 0.00 | 0.00 | -150 | -15.42 | 12-31-2023 |
