CAROLINAS WEALTH CONSULTING LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$530M
Signature - Title
Jeanne Kelsey Fritchley - COO, CCO
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by CAROLINAS WEALTH CONSULTING LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CAROLINAS WEALTH CONSULTING LLC reported 1052 stock holdings with total value $530M as of Q3 2024. Top holdings included VONG, BIV, VOO, SCHD, and IWF.
Holdings Value