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 INDEX FDS | SMALL CP ETF | 51 | $1,338,031 | 6,272 | 0.00 | 0.00 | 8 | 0.13 | 12-31-2023 |
| ABBVIE INC | COM | 52 | $1,274,449 | 23,546 | 0.00 | 0.00 | 152 | 0.65 | 12-31-2023 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 53 | $1,254,999 | 44,377 | 0.00 | 0.00 | 438 | 1.00 | 12-31-2023 |
| ISHARES TR | S&P 500 VAL ETF | 54 | $1,207,832 | 6,946 | 0.00 | 0.00 | 612 | 9.66 | 12-31-2023 |
