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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ISHARES SEMICDTR | 401 | $52,425 | 91 | 0.00 | 91 | +Inf | 12-31-2023 | |
| HILTON WORLDWIDE HLDGS INC | COM | 402 | $51,167 | 281 | 0.00 | 0.00 | -24 | -7.87 | 12-31-2023 |
| LABORATORY CORP AMER HLDGS | COM NEW | 403 | $51,140 | 225 | 0.00 | 0.00 | 5 | 2.27 | 12-31-2023 |
| SPDR SER TR | BBG CONV SEC ETF | 404 | $50,505 | 700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
