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
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 1,052 $530M +$11.9M -$8.45M +$3.46M VONG, BIV, VOO, SCHD, IWF 13F-HR 11/12/2024, 09:58 AM
Q2 2024 1,040 $499M +$23M -$21M +$1.99M VONG, BIV, VOO, IWF, SCHD 13F-HR 8/12/2024, 11:32 AM
Q1 2024 1,033 $489M +$33.6M -$14.5M +$19.1M VONG, BIV, VOO, IWF, SCHD 13F-HR 5/14/2024, 06:40 PM
Q4 2023 995 $431M +$15.2M -$11.5M +$3.75M VONG, BIV, VOO, IWF, VIG 13F-HR 2/13/2024, 10:16 AM
Q3 2023 1,014 $373M +$16.4M -$88M -$71.5M VONG, BIV, VOO, IWF, VIG 13F-HR 11/14/2023, 01:34 PM
Q2 2023 1,057 $474M +$17.5M -$12.6M +$4.98M VONG, VIG, VOO, IWF, SCHD 13F-HR 8/14/2023, 04:17 PM
Q1 2023 1,058 $440M +$31.6M -$20.4M +$11.2M VONG, VIG, VOO, SCHD, IWF 13F-HR 5/15/2023, 05:46 PM
Q4 2022 1,065 $414M +$33.8M -$12.7M +$21.1M VIG, VONG, VOO, SCHD, IWF 13F-HR 2/14/2023, 05:24 PM
Q3 2022 870 $372M +$25.5M -$6.42M +$19.1M VONG, VIG, VOO, SCHD, VONV 13F-HR 11/14/2022, 04:06 PM
Q2 2022 877 $378M +$32.8M -$13.4M +$19.4M VIG, VONG, VOO, SCHD, VONV 13F-HR 8/16/2022, 09:04 AM
Q1 2022 904 $391M +$28.3M -$14.6M +$13.7M VIG, VOO, IWF, VONV, SCHD 13F-HR 5/16/2022, 08:04 PM
Q4 2021 953 $451M +$16.8M -$13.9M +$2.94M VIG, VONG, VOO, IWF, VONV 13F-HR 2/14/2022, 04:40 PM
Q3 2021 928 $404M +$14.5M -$31.2M -$16.7M VIG, VONG, IWF, VOO, BSV 13F-HR 11/15/2021, 05:21 PM
Q2 2021 936 $428M +$55.3M -$14.8M +$40.5M VIG, VONG, IWF, VOO, VONV 13F-HR 8/17/2021, 12:30 PM
Q1 2021 932 $397M +$26.3M -$14.4M +$11.9M VIG, VONG, IWF, VOO, VONV 13F-HR 5/17/2021, 11:50 AM
Q4 2020 857 $360M +$37.5M -$13.7M +$23.8M VIG, VONG, IWF, VOO, VONV 13F-HR 2/16/2021, 03:25 PM
Q3 2020 926 $297M +$34.4M -$8.92M +$25.5M IWF, VIG, VONG, VOO, VONV 13F-HR 11/12/2020, 01:59 PM
Q2 2020 646 $254M +$43.4M -$10.4M +$33M IWF, VIG, VONG, VOO, VONV 13F-HR 8/13/2020, 09:53 AM
Q1 2020 168 $185M +$111M -$1.56M +$109M IWF, VIG, VONG, IWD, VONV 13F-HR 5/11/2020, 11:34 AM
Q4 2019 110 $95.9M $0 $0 IWF, IWD, VONG, VIG, VTI 13F-HR 2/14/2020, 04:44 PM