$459 Million is the total value of CAROLINAS WEALTH CONSULTING LLC's 995 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 9.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $4,507,000 | +9.6% | 10 | 0.0% | 0.98% | +2.5% | |
| ATUS | ALTICE USA INCcl a | $2,916,000 | -21.9% | 180,215 | 0.0% | 0.64% | -27.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $732,000 | +10.7% | 5,194 | 0.0% | 0.16% | +3.2% | |
| IBB | ISHARES TRishares biotech | $504,000 | -5.4% | 3,299 | 0.0% | 0.11% | -11.3% | |
| IEMG | ISHARES INCcore msci emkt | $433,000 | -3.1% | 7,240 | 0.0% | 0.09% | -9.6% | |
| SILC | SILICOM LTDord | $361,000 | +19.1% | 7,000 | 0.0% | 0.08% | +11.3% | |
| NPO | ENPRO INDS INC | $332,000 | +26.2% | 3,015 | 0.0% | 0.07% | +18.0% | |
| CRM | SALESFORCE COM INC | $215,000 | -6.1% | 845 | 0.0% | 0.05% | -11.3% | |
| SKX | SKECHERS U S A INCcl a | $217,000 | +2.8% | 5,000 | 0.0% | 0.05% | -4.1% | |
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $206,000 | +9.0% | 940 | 0.0% | 0.04% | +2.3% | |
| PWB | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $200,000 | +9.3% | 2,474 | 0.0% | 0.04% | +2.3% | |
| GLO | CLOUGH GLOBAL OPPORTUNITIESsh ben int | $202,000 | -12.6% | 18,944 | 0.0% | 0.04% | -18.5% | |
| XPEV | XPENG INCads | $201,000 | +41.5% | 4,000 | 0.0% | 0.04% | +33.3% | |
| HCA | HCA HEALTHCARE INC | $193,000 | +6.0% | 750 | 0.0% | 0.04% | 0.0% | |
| XBI | SPDR SER TRs&p biotech | $192,000 | -10.7% | 1,714 | 0.0% | 0.04% | -16.0% | |
| GPN | GLOBAL PMTS INC | $177,000 | -14.1% | 1,309 | 0.0% | 0.04% | -18.8% | |
| GS | GOLDMAN SACHS GROUP INC | $179,000 | +1.1% | 469 | 0.0% | 0.04% | -4.9% | |
| UTF | COHEN & STEERS INFRASTRUCTUR | $175,000 | +5.4% | 6,127 | 0.0% | 0.04% | -2.6% | |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $169,000 | +3.0% | 8,113 | 0.0% | 0.04% | -2.6% | |
| GLQ | CLOUGH GLOBAL EQUITY FD | $165,000 | -9.8% | 12,533 | 0.0% | 0.04% | -16.3% | |
| DHR | DANAHER CORPORATION | $160,000 | +8.1% | 485 | 0.0% | 0.04% | +2.9% | |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $156,000 | -4.3% | 2,900 | 0.0% | 0.03% | -10.5% | |
| LI | LI AUTO INCsponsored ads | $144,000 | +22.0% | 4,500 | 0.0% | 0.03% | +14.8% | |
| UGI | UGI CORP NEW | $139,000 | +7.8% | 3,000 | 0.0% | 0.03% | 0.0% | |
| PANW | PALO ALTO NETWORKS INC | $139,000 | +15.8% | 250 | 0.0% | 0.03% | +7.1% | |
| XHB | SPDR SER TRs&p homebuild | $133,000 | +19.8% | 1,549 | 0.0% | 0.03% | +11.5% | |
| EOD | ALLSPRING GLOBAL DIVIDEND OP | $125,000 | +6.8% | 20,788 | 0.0% | 0.03% | 0.0% | |
| LEVI | LEVI STRAUSS & CO NEW | $115,000 | +1.8% | 4,604 | 0.0% | 0.02% | -3.8% | |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $109,000 | -1.8% | 6,857 | 0.0% | 0.02% | -7.7% | |
| HYT | BLACKROCK CORPOR HI YLD FD I | $111,000 | +1.8% | 8,900 | 0.0% | 0.02% | -4.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $107,000 | +11.5% | 568 | 0.0% | 0.02% | +4.5% | |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $106,000 | -1.9% | 7,001 | 0.0% | 0.02% | -8.0% | |
| IAU | ISHARES GOLD TRishares new | $104,000 | +4.0% | 3,000 | 0.0% | 0.02% | 0.0% | |
| QYLD | GLOBAL X FDSnasdaq 100 cover | $99,000 | 0.0% | 4,475 | 0.0% | 0.02% | -4.3% | |
| MOO | VANECK ETF TRUSTagribusiness etf | $95,000 | +4.4% | 1,000 | 0.0% | 0.02% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $88,000 | +10.0% | 906 | 0.0% | 0.02% | 0.0% | |
| UL | UNILEVER PLCspon adr new | $81,000 | -1.2% | 1,505 | 0.0% | 0.02% | -5.3% | |
| PRK | PARK NATL CORP | $77,000 | +13.2% | 561 | 0.0% | 0.02% | +6.2% | |
| DBEF | DBX ETF TRxtrack msci eafe | $79,000 | +3.9% | 2,000 | 0.0% | 0.02% | -5.6% | |
| LAND | GLADSTONE LD CORP | $80,000 | +48.1% | 2,360 | 0.0% | 0.02% | +30.8% | |
| BGH | BARINGS GLOBAL SHORT DURATIO | $74,000 | +1.4% | 4,253 | 0.0% | 0.02% | -5.9% | |
| EEMV | ISHARES INCmsci emerg mrkt | $75,000 | 0.0% | 1,200 | 0.0% | 0.02% | -5.9% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $70,000 | +2.9% | 600 | 0.0% | 0.02% | -6.2% | |
| SNV | SYNOVUS FINL CORP | $70,000 | +9.4% | 1,458 | 0.0% | 0.02% | 0.0% | |
| URI | UNITED RENTALS INC | $68,000 | -5.6% | 205 | 0.0% | 0.02% | -11.8% | |
| GAIN | GLADSTONE INVT CORP | $70,000 | +22.8% | 4,100 | 0.0% | 0.02% | +15.4% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $68,000 | +21.4% | 310 | 0.0% | 0.02% | +15.4% | |
| FHN | FIRST HORIZON CORPORATION | $65,000 | +1.6% | 3,917 | 0.0% | 0.01% | -6.7% | |
| ICF | ISHARES TRcohen steer reit | $64,000 | +16.4% | 844 | 0.0% | 0.01% | +7.7% | |
| RPD | RAPID7 INC | $64,000 | +4.9% | 542 | 0.0% | 0.01% | 0.0% | |
| MS | MORGAN STANLEY | $58,000 | +1.8% | 586 | 0.0% | 0.01% | 0.0% | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $57,000 | +35.7% | 502 | 0.0% | 0.01% | +20.0% | |
| LRFC | LOGAN RIDGE FINANCE CORP | $56,000 | -11.1% | 2,435 | 0.0% | 0.01% | -20.0% | |
| ISD | PGIM HIGH YIELD BOND FUND IN | $52,000 | 0.0% | 3,207 | 0.0% | 0.01% | -8.3% | |
| EQC | EQUITY COMWLTH | $50,000 | 0.0% | 1,916 | 0.0% | 0.01% | -8.3% | |
| FFIV | F5 INC | $49,000 | +22.5% | 200 | 0.0% | 0.01% | +22.2% | |
| ADSK | AUTODESK INC | $49,000 | -2.0% | 176 | 0.0% | 0.01% | -8.3% | |
| YUM | YUM BRANDS INC | $50,000 | +13.6% | 359 | 0.0% | 0.01% | +10.0% | |
| XYLD | GLOBAL X FDSs&p 500 covered | $50,000 | +4.2% | 982 | 0.0% | 0.01% | 0.0% | |
| IJS | ISHARES TRsp smcp600vl etf | $45,000 | +4.7% | 429 | 0.0% | 0.01% | 0.0% | |
| FPL | FST TR NEW OPPORT MLP & ENE | $45,000 | -4.3% | 8,298 | 0.0% | 0.01% | -9.1% | |
| GLAD | GLADSTONE CAPITAL CORP | $48,000 | +4.3% | 4,100 | 0.0% | 0.01% | -9.1% | |
| ETW | EATON VANCE TAX-MANAGED GLOB | $45,000 | +4.7% | 4,001 | 0.0% | 0.01% | 0.0% | |
| EMO | CLEARBRIDGE ENERGY MIDSTRM O | $42,000 | 0.0% | 1,924 | 0.0% | 0.01% | -10.0% | |
| PEAK | HEALTHPEAK PROPERTIES INC | $40,000 | +8.1% | 1,095 | 0.0% | 0.01% | 0.0% | |
| EHC | ENCOMPASS HEALTH CORP | $40,000 | -13.0% | 609 | 0.0% | 0.01% | -18.2% | |
| SKT | TANGER FACTORY OUTLET CTRS I | $41,000 | +17.1% | 2,120 | 0.0% | 0.01% | +12.5% | |
| TD | TORONTO DOMINION BK ONT | $37,000 | +15.6% | 480 | 0.0% | 0.01% | +14.3% | |
| CSIQ | CANADIAN SOLAR INC | $37,000 | -9.8% | 1,175 | 0.0% | 0.01% | -20.0% | |
| NIO | NIO INCspon ads | $35,000 | -10.3% | 1,099 | 0.0% | 0.01% | -11.1% | |
| PAYX | PAYCHEX INC | $39,000 | +21.9% | 285 | 0.0% | 0.01% | +14.3% | |
| REGN | REGENERON PHARMACEUTICALS | $36,000 | +5.9% | 57 | 0.0% | 0.01% | 0.0% | |
| SPLK | SPLUNK INC | $35,000 | -18.6% | 300 | 0.0% | 0.01% | -20.0% | |
| DSL | DOUBLELINE INCOME SOLUTIONS | $36,000 | -10.0% | 2,235 | 0.0% | 0.01% | -11.1% | |
| KMB | KIMBERLY-CLARK CORP | $32,000 | +6.7% | 222 | 0.0% | 0.01% | 0.0% | |
| MFC | MANULIFE FINL CORP | $33,000 | 0.0% | 1,735 | 0.0% | 0.01% | -12.5% | |
| RVMD | REVOLUTION MEDICINES INC | $26,000 | -7.1% | 1,023 | 0.0% | 0.01% | -14.3% | |
| EA | ELECTRONIC ARTS INC | $28,000 | -6.7% | 210 | 0.0% | 0.01% | -14.3% | |
| MYD | BLACKROCK MUNIYIELD FD INC | $27,000 | 0.0% | 1,821 | 0.0% | 0.01% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $26,000 | -7.1% | 653 | 0.0% | 0.01% | -14.3% | |
| LVS | LAS VEGAS SANDS CORP | $22,000 | +4.8% | 580 | 0.0% | 0.01% | 0.0% | |
| ANTM | ANTHEM INC | $24,000 | +26.3% | 51 | 0.0% | 0.01% | +25.0% | |
| MT | ARCELORMITTAL SA LUXEMBOURGny registry sh | $22,000 | +4.8% | 686 | 0.0% | 0.01% | 0.0% | |
| BRKS | AZENTA INC | $25,000 | 0.0% | 246 | 0.0% | 0.01% | -16.7% | |
| CNI | CANADIAN NATL RY CO | $25,000 | +8.7% | 200 | 0.0% | 0.01% | 0.0% | |
| HERO | GLOBAL X FDSvdeo gam esprt | $24,000 | +4.3% | 831 | 0.0% | 0.01% | 0.0% | |
| USRT | ISHARES TRcre u s reit etf | $24,000 | +14.3% | 350 | 0.0% | 0.01% | 0.0% | |
| JD | JD.COM INCspon adr cl a | $21,000 | -4.5% | 303 | 0.0% | 0.01% | 0.0% | |
| NUO | NUVEEN OHIO QLTY MUN INCOME | $23,000 | 0.0% | 1,450 | 0.0% | 0.01% | 0.0% | |
| MINT | PIMCO ETF TRenhan shrt ma ac | $25,000 | 0.0% | 246 | 0.0% | 0.01% | -16.7% | |
| SHM | SPDR SER TRnuveen blmbrg sh | $24,000 | 0.0% | 491 | 0.0% | 0.01% | -16.7% | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $23,000 | +4.5% | 418 | 0.0% | 0.01% | 0.0% | |
| TRMB | TRIMBLE INC | $21,000 | +5.0% | 239 | 0.0% | 0.01% | 0.0% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $23,000 | +4.5% | 115 | 0.0% | 0.01% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $18,000 | -14.3% | 355 | 0.0% | 0.00% | -20.0% | |
| HUBB | HUBBELL INC | $20,000 | +17.6% | 94 | 0.0% | 0.00% | 0.0% | |
| RS | RELIANCE STEEL & ALUMINUM CO | $17,000 | +13.3% | 107 | 0.0% | 0.00% | +33.3% | |
| EME | EMCOR GROUP INC | $17,000 | +6.2% | 135 | 0.0% | 0.00% | 0.0% | |
| WDC | WESTERN DIGITAL CORP. | $17,000 | +13.3% | 265 | 0.0% | 0.00% | +33.3% | |
| MGP | MGM GROWTH PPTYS LLC | $19,000 | +5.6% | 464 | 0.0% | 0.00% | 0.0% | |
| WSO | WATSCO INC | $20,000 | +17.6% | 64 | 0.0% | 0.00% | 0.0% | |
| AFL | AFLAC INC | $20,000 | +17.6% | 334 | 0.0% | 0.00% | 0.0% | |
| HAIN | HAIN CELESTIAL GROUP INC | $17,000 | 0.0% | 405 | 0.0% | 0.00% | 0.0% | |
| GH | GUARDANT HEALTH INC | $19,000 | -20.8% | 188 | 0.0% | 0.00% | -33.3% | |
| ITT | ITT INC | $18,000 | +20.0% | 180 | 0.0% | 0.00% | +33.3% | |
| JBHT | HUNT J B TRANS SVCS INC | $19,000 | +18.8% | 94 | 0.0% | 0.00% | 0.0% | |
| SYBT | STOCK YDS BANCORP INC | $12,000 | +9.1% | 182 | 0.0% | 0.00% | 0.0% | |
| TMX | TERMINIX GLOBAL HOLDINGS INC | $14,000 | +7.7% | 313 | 0.0% | 0.00% | 0.0% | |
| ALFA | ETF SER SOLUTIONSalpclone alter | $12,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| CMI | CUMMINS INC | $15,000 | -6.2% | 70 | 0.0% | 0.00% | -25.0% | |
| AWI | ARMSTRONG WORLD INDS INC NEW | $16,000 | +23.1% | 140 | 0.0% | 0.00% | 0.0% | |
| BOH | BANK HAWAII CORP | $14,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% | |
| PBA | PEMBINA PIPELINE CORP | $15,000 | -6.2% | 500 | 0.0% | 0.00% | -25.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $12,000 | +33.3% | 649 | 0.0% | 0.00% | +50.0% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $13,000 | +8.3% | 117 | 0.0% | 0.00% | 0.0% | |
| GGG | GRACO INC | $16,000 | +14.3% | 196 | 0.0% | 0.00% | 0.0% | |
| PLL | PIEDMONT LITHIUM INC | $16,000 | 0.0% | 298 | 0.0% | 0.00% | -25.0% | |
| FIZZ | NATIONAL BEVERAGE CORP | $12,000 | -14.3% | 272 | 0.0% | 0.00% | 0.0% | |
| FPX | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $13,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| CAKE | CHEESECAKE FACTORY INC | $14,000 | -17.6% | 353 | 0.0% | 0.00% | -25.0% | |
| CINF | CINCINNATI FINL CORP | $13,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $16,000 | +14.3% | 27 | 0.0% | 0.00% | 0.0% | |
| PHM | PULTE GROUP INC | $16,000 | +23.1% | 285 | 0.0% | 0.00% | 0.0% | |
| RLI | RLI CORP | $12,000 | +9.1% | 105 | 0.0% | 0.00% | 0.0% | |
| DLB | DOLBY LABORATORIES INC | $14,000 | +7.7% | 145 | 0.0% | 0.00% | 0.0% | |
| LSTR | LANDSTAR SYS INC | $15,000 | +15.4% | 81 | 0.0% | 0.00% | 0.0% | |
| ROLL | RBC BEARINGS INC | $15,000 | -6.2% | 76 | 0.0% | 0.00% | -25.0% | |
| THO | THOR INDS INC | $16,000 | -15.8% | 157 | 0.0% | 0.00% | -25.0% | |
| ES | EVERSOURCE ENERGY | $16,000 | +14.3% | 172 | 0.0% | 0.00% | 0.0% | |
| RY | ROYAL BK CDA | $13,000 | +8.3% | 121 | 0.0% | 0.00% | 0.0% | |
| HHC | HOWARD HUGHES CORP | $15,000 | +15.4% | 145 | 0.0% | 0.00% | 0.0% | |
| EVTC | EVERTEC INC | $14,000 | +7.7% | 281 | 0.0% | 0.00% | 0.0% | |
| PNC | PNC FINL SVCS GROUP INC | $16,000 | +6.7% | 78 | 0.0% | 0.00% | 0.0% | |
| HOLX | HOLOGIC INC | $14,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
| SWIM | LATHAM GROUP INC | $13,000 | +44.4% | 524 | 0.0% | 0.00% | +50.0% | |
| GDRX | GOODRX HLDGS INC | $8,000 | -20.0% | 250 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORP | $7,000 | +16.7% | 39 | 0.0% | 0.00% | +100.0% | |
| HMN | HORACE MANN EDUCATORS CORP N | $7,000 | 0.0% | 176 | 0.0% | 0.00% | 0.0% | |
| SFST | SOUTHERN FIRST BANCSHARES | $7,000 | +16.7% | 118 | 0.0% | 0.00% | +100.0% | |
| FSLR | FIRST SOLAR INC | $9,000 | -10.0% | 100 | 0.0% | 0.00% | 0.0% | |
| EQR | EQUITY RESIDENTIALsh ben int | $9,000 | +12.5% | 96 | 0.0% | 0.00% | 0.0% | |
| AMSWA | AMER SOFTWARE INCcl a | $8,000 | +14.3% | 300 | 0.0% | 0.00% | 0.0% | |
| FFIN | FIRST FINL BANKSHARES INC | $7,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $9,000 | +12.5% | 125 | 0.0% | 0.00% | 0.0% | |
| JBT | JOHN BEAN TECHNOLOGIES CORP | $11,000 | +10.0% | 74 | 0.0% | 0.00% | 0.0% | |
| UCBI | UNITED CMNTY BKS BLAIRSVLE G | $7,000 | +16.7% | 194 | 0.0% | 0.00% | +100.0% | |
| SIVB | SVB FINANCIAL GROUP | $10,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| LFUS | LITTELFUSE INC | $9,000 | +12.5% | 28 | 0.0% | 0.00% | 0.0% | |
| WPM | WHEATON PRECIOUS METALS CORP | $9,000 | +12.5% | 217 | 0.0% | 0.00% | 0.0% | |
| SRPT | SAREPTA THERAPEUTICS INC | $8,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| FCRD | FIRST EAGLE ALTR CAP BDC INC | $10,000 | 0.0% | 2,338 | 0.0% | 0.00% | 0.0% | |
| SRVR | PACER FDS TRbnchmrk infra | $7,000 | +16.7% | 161 | 0.0% | 0.00% | +100.0% | |
| GXO LOGISTICS INCORPORATED | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% | ||
| FORM | FORMFACTOR INC | $7,000 | +16.7% | 149 | 0.0% | 0.00% | +100.0% | |
| TPR | TAPESTRY INC | $11,000 | +10.0% | 277 | 0.0% | 0.00% | 0.0% | |
| FIVE | FIVE BELOW INC | $9,000 | +12.5% | 44 | 0.0% | 0.00% | 0.0% | |
| MKL | MARKEL CORP | $10,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| CMP | COMPASS MINERALS INTL INC | $7,000 | -12.5% | 130 | 0.0% | 0.00% | 0.0% | |
| IWP | ISHARES TRrus md cp gr etf | $8,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| JKHY | HENRY JACK & ASSOC INC | $7,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| DLTR | DOLLAR TREE INC | $8,000 | +33.3% | 60 | 0.0% | 0.00% | +100.0% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $10,000 | +11.1% | 42 | 0.0% | 0.00% | 0.0% | |
| CDK | CDK GLOBAL INC | $7,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% | |
| CCMP | CMC MATERIALS INC | $7,000 | +75.0% | 35 | 0.0% | 0.00% | +100.0% | |
| PRI | PRIMERICA INC | $11,000 | 0.0% | 73 | 0.0% | 0.00% | -33.3% | |
| SSD | SIMPSON MFG INC | $8,000 | +14.3% | 61 | 0.0% | 0.00% | 0.0% | |
| ROAD | CONSTRUCTION PARTNERS INC | $7,000 | -12.5% | 243 | 0.0% | 0.00% | 0.0% | |
| PNR | PENTAIR PLC | $8,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% | |
| SONO | SONOS INC | $7,000 | -12.5% | 232 | 0.0% | 0.00% | 0.0% | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $11,000 | +10.0% | 74 | 0.0% | 0.00% | 0.0% | |
| QDEL | QUIDEL CORP | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| INGR | INGREDION INC | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| NGVT | INGEVITY CORP | $3,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| JBLU | JETBLUE AWYS CORP | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| KLAC | KLA CORP | $5,000 | +25.0% | 11 | 0.0% | 0.00% | 0.0% | |
| KR | KROGER CO | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| HUN | HUNTSMAN CORP | $3,000 | +50.0% | 84 | 0.0% | 0.00% | – | |
| LW | LAMB WESTON HLDGS INC | $4,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| HBAN | HUNTINGTON BANCSHARES INC | $5,000 | 0.0% | 291 | 0.0% | 0.00% | 0.0% | |
| LBRDK | LIBERTY BROADBAND CORP | $5,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| MKSI | MKS INSTRS INC | $5,000 | +25.0% | 27 | 0.0% | 0.00% | 0.0% | |
| MANT | MANTECH INTERNATIONAL CORPcl a | $4,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC | $6,000 | +50.0% | 157 | 0.0% | 0.00% | 0.0% | |
| MPWR | MONOLITHIC PWR SYS INC | $5,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| MOGA | MOOG INCcl a | $3,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $3,000 | +50.0% | 36 | 0.0% | 0.00% | – | |
| NDSN | NORDSON CORP | $3,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| GME | GAMESTOP CORP NEWcl a | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| PPL | PPL CORP | $3,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| FLS | FLOWSERVE CORP | $4,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| WOOF | PETCO HEALTH & WELLNESS CO I | $6,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| PLUG | PLUG POWER INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FMO | FIDUCIARY CLAYMORE ENGRY INF | $6,000 | 0.0% | 598 | 0.0% | 0.00% | 0.0% | |
| DGX | QUEST DIAGNOSTICS INC | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| EXR | EXTRA SPACE STORAGE INC | $3,000 | +50.0% | 13 | 0.0% | 0.00% | – | |
| RGA | REINSURANCE GRP OF AMERICA I | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| RSG | REPUBLIC SVCS INC | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $4,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $4,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| EQIX | EQUINIX INC | $3,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| SANM | SANMINA CORPORATION | $4,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| ENS | ENERSYS | $4,000 | +33.3% | 46 | 0.0% | 0.00% | 0.0% | |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $3,000 | +50.0% | 48 | 0.0% | 0.00% | – | |
| EGP | EASTGROUP PPTYS INC | $4,000 | +33.3% | 17 | 0.0% | 0.00% | 0.0% | |
| SFBS | SERVISFIRST BANCSHARES INC | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| SNA | SNAP ON INC | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| NUGT | DIREXION SHS ETF TRdly gold indx 2x | $6,000 | +20.0% | 113 | 0.0% | 0.00% | 0.0% | |
| FANG | DIAMONDBACK ENERGY INC | $5,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| SF | STIFEL FINL CORP | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| TELL | TELLURIAN INC NEW | $6,000 | -25.0% | 2,000 | 0.0% | 0.00% | -50.0% | |
| CBRL | CRACKER BARREL OLD CTRY STOR | $4,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| TDG | TRANSDIGM GROUP INC | $3,000 | +50.0% | 4 | 0.0% | 0.00% | – | |
| CRNC | CERENCE INC | $4,000 | -20.0% | 48 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP | $3,000 | -25.0% | 168 | 0.0% | 0.00% | 0.0% | |
| CABO | CABLE ONE INC | $4,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
| CMS | CMS ENERGY CORP | $3,000 | +50.0% | 40 | 0.0% | 0.00% | – | |
| BSX | BOSTON SCIENTIFIC CORP | $6,000 | 0.0% | 131 | 0.0% | 0.00% | 0.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $4,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| BMI | BADGER METER INC | $6,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| BPT | BP PRUDHOE BAY RTY TRunit ben int | $4,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BCE | BCE INC | $3,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| AVY | AVERY DENNISON CORP | $3,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| ANIK | ANIKA THERAPEUTICS INC | $5,000 | -16.7% | 142 | 0.0% | 0.00% | 0.0% | |
| WEN | WENDYS CO | $3,000 | +50.0% | 106 | 0.0% | 0.00% | – | |
| AMP | AMERIPRISE FINL INC | $3,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $6,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| DOX | AMDOCS LTD | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| ALE | ALLETE INC | $3,000 | +50.0% | 39 | 0.0% | 0.00% | – | |
| ESGR | ENSTAR GROUP LIMITED | $4,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| INFO | IHS MARKIT LTD | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| AOA | ISHARES TRaggres alloc etf | $4,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| IWS | ISHARES TRrus mdcp val etf | $6,000 | +20.0% | 46 | 0.0% | 0.00% | 0.0% | |
| FXB | INVESCO CURRENCYSHARES BRITbrit poun strl | $5,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| SNPS | SYNOPSYS INC | $2,000 | +100.0% | 5 | 0.0% | 0.00% | – | |
| DTM | DT MIDSTREAM INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| SYF | SYNCHRONY FINANCIAL | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| DTE | DTE ENERGY CO | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| DHI | D R HORTON INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| RCL | ROYAL CARIBBEAN GROUP | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| TMC THE METALS COMPANY INC | $2,000 | -60.0% | 1,000 | 0.0% | 0.00% | -100.0% | ||
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | 2 | 0.0% | 0.00% | – | |
| PZZA | PAPA JOHNS INTL INC | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| FTV | FORTIVE CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| TRP | TC ENERGY CORP | $1,000 | -50.0% | 31 | 0.0% | 0.00% | – | |
| PCAR | PACCAR INC | $2,000 | +100.0% | 19 | 0.0% | 0.00% | – | |
| KDP | KEURIG DR PEPPER INC | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| DASH | DOORDASH INCcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
| ROP | ROPER TECHNOLOGIES INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| ROK | ROCKWELL AUTOMATION INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| RHI | ROBERT HALF INTL INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| FMC | FMC CORP | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| AOS | SMITH A O CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| AMCX | AMC NETWORKS INCcl a | $2,000 | -33.3% | 61 | 0.0% | 0.00% | -100.0% | |
| AGM | FEDERAL AGRIC MTG CORPcl c | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| PWR | QUANTA SVCS INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,000 | – | 3 | 0.0% | 0.00% | – | |
| LUV | SOUTHWEST AIRLS CO | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| DXCM | DEXCOM INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| SWK | STANLEY BLACK & DECKER INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| PKI | PERKINELMER INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| LYB | LYONDELLBASELL INDUSTRIES N | $0 | – | 4 | 0.0% | 0.00% | – | |
| FISV | FISERV INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| PVH | PVH CORPORATION | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| FCPT | FOUR CORNERS PPTY TR INC | $2,000 | 0.0% | 57 | 0.0% | 0.00% | – | |
| CRON | CRONOS GROUP INC | $1,000 | 0.0% | 186 | 0.0% | 0.00% | – | |
| TXT | TEXTRON INC | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| CR | CRANE CO | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| STZ | CONSTELLATION BRANDS INCcl a | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| FUL | FULLER H B CO | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| TSCO | TRACTOR SUPPLY CO | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| OXY | OCCIDENTAL PETE CORP | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| FIX | COMFORT SYS USA INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| TSN | TYSON FOODS INCcl a | $0 | – | 5 | 0.0% | 0.00% | – | |
| KOF | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INCcl c | $0 | – | 7 | 0.0% | 0.00% | – | |
| CTAS | CINTAS CORP | $2,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| NTRS | NORTHERN TR CORP | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| GPS | GAP INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| CHD | CHURCH & DWIGHT CO INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| GNRC | GENERAC HLDGS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| GNW | GENWORTH FINL INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| GLYC | GLYCOMIMETICS INC | $1,000 | 0.0% | 395 | 0.0% | 0.00% | – | |
| NTAP | NETAPP INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| CERN | CERNER CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| CNP | CENTERPOINT ENERGY INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| NWLI | NATIONAL WESTN LIFE GROUP INcl a | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| NOV | NOV INC | $1,000 | – | 37 | 0.0% | 0.00% | – | |
| NRG | NRG ENERGY INC | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| KMX | CARMAX INC | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $0 | -100.0% | 43 | 0.0% | 0.00% | – | |
| MOS | MOSAIC CO NEW | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| GWW | GRAINGER W W INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| MAA | MID-AMER APT CMNTYS INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| HAL | HALLIBURTON CO | $0 | – | 20 | 0.0% | 0.00% | – | |
| CBRE | CBRE GROUP INCcl a | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| BFB | BROWN FORMAN CORPcl b | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| MCK | MCKESSON CORP | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| HSY | HERSHEY CO | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| MLM | MARTIN MARIETTA MATLS INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| BKR | BAKER HUGHES COMPANYcl a | $2,000 | 0.0% | 95 | 0.0% | 0.00% | – | |
| VRSN | VERISIGN INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| AGR | AVANGRID INC | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| VRSK | VERISK ANALYTICS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| MAR | MARRIOTT INTL INC NEWcl a | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| VICI | VICI PPTYS INC | $0 | – | 14 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $0 | – | 19 | 0.0% | 0.00% | – | |
| VNT | VONTIER CORPORATION | $0 | – | 2 | 0.0% | 0.00% | – | |
| ARNC | ARCONIC CORPORATION | $0 | – | 7 | 0.0% | 0.00% | – | |
| AROC | ARCHROCK INC | $2,000 | 0.0% | 223 | 0.0% | 0.00% | – | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
| WASH | WASHINGTON TR BANCORP INC | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| APA | APA CORPORATION | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| MSA | MSA SAFETY INC | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| AME | AMETEK INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| MGM | MGM RESORTS INTERNATIONAL | $2,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| ABC | AMERISOURCEBERGEN CORP | $0 | – | 3 | 0.0% | 0.00% | – | |
| MTB | M & T BK CORP | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| KYN | KAYNE ANDERSON ENERGY INFRST | $1,000 | 0.0% | 74 | 0.0% | 0.00% | – | |
| HFC | HOLLYFRONTIER CORP | $2,000 | 0.0% | 57 | 0.0% | 0.00% | – | |
| IDV | ISHARES TRintl sel div etf | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| IHE | ISHARES TRu.s. pharma etf | $2,000 | +100.0% | 8 | 0.0% | 0.00% | – | |
| HRL | HORMEL FOODS CORP | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| L | LOEWS CORP | $0 | – | 8 | 0.0% | 0.00% | – | |
| HWM | HOWMET AEROSPACE INC | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| AEE | AMEREN CORP | $2,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| FWONA | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| YMTX | YUMANITY THERAPEUTICS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| FWONK | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| LBRDA | LIBERTY BROADBAND CORP | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| ILMN | ILLUMINA INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| INCY | INCYTE CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
| LNT | ALLIANT ENERGY CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| LDOS | LEIDOS HOLDINGS INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| IMGN | IMMUNOGEN INC | $2,000 | +100.0% | 213 | 0.0% | 0.00% | – | |
| RE | EVEREST RE GROUP LTD | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| IR | INGERSOLL RAND INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| IVZ | INVESCO LTD | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| LAMR | LAMAR ADVERTISING CO NEWcl a | $0 | – | 4 | 0.0% | 0.00% | – | |
| NLSN | NIELSEN HLDGS PLC | $0 | – | 18 | 0.0% | 0.00% | – | |
| IEP | ICAHN ENTERPRISES LPdepositary unit | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| J | JACOBS ENGR GROUP INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| LKQ | LKQ CORP | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| STE | STERIS PLC | $2,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| TT | TRANE TECHNOLOGIES PLC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| VALWS | VALARIS LIMITED*w exp 04/29/202 | $0 | – | 3 | 0.0% | 0.00% | – | |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| AAP | ADVANCE AUTO PARTS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $2,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
| ENR | ENERGIZER HLDGS INC NEW | $2,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| ET | ENERGY TRANSFER L P | $1,000 | 0.0% | 114 | 0.0% | 0.00% | – | |
| EBAY | EBAY INC. | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| KTB | KONTOOR BRANDS INC | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| ENPH | ENPHASE ENERGY INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| ETR | ENTERGY CORP NEW | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| SRE | SEMPRA | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| EFX | EQUIFAX INC | $2,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| KIM | KIMCO RLTY CORP | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| ESS | ESSEX PPTY TR INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| EVRG | EVERGY INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 16 | Q3 2023 | 7.7% |
| VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 7.0% |
| ISHARES TR | 16 | Q3 2023 | 11.4% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 5.9% |
| VANGUARD SCOTTSDALE FDS | 16 | Q3 2023 | 5.2% |
| ISHARES TR | 16 | Q3 2023 | 7.2% |
| ISHARES TR | 16 | Q3 2023 | 4.7% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 5.2% |
| APPLE INC | 16 | Q3 2023 | 4.2% |
| VANGUARD ADMIRAL FDS INC | 16 | Q3 2023 | 3.4% |
View CAROLINAS WEALTH CONSULTING LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-05-17 |
| 13F-HR | 2022-02-14 |
View CAROLINAS WEALTH CONSULTING LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.