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| Name: |
CAROLINAS WEALTH CONSULTING LLC |
| City: |
CHARLOTTE |
| State: |
NC |
| Zip: |
28209 |
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data |
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| Holdings
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43 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCPB |
Spdr Series Trust Term Corp... |
201 |
New |
$29.61 |
$133,000 |
4,455 |
0.03% |
133,000 |
4,455 |
0 |
Closed - End Fund - Debt |
|
|
DHIL |
Diamond Hill Investment Gro... |
234 |
New |
$154.69 |
$99,000 |
600 |
0.02% |
99,000 |
600 |
0 |
Investment Brokerage ... |
|
|
GSLC |
Goldman Sachs Activebeta Us... |
312 |
New |
$102.80 |
$59,000 |
622 |
0.01% |
59,000 |
622 |
0 |
N/A |
|
|
SOXX |
iShares S&P GSTI Semiconductor |
329 |
New |
$220.24 |
$52,000 |
91 |
0.01% |
52,000 |
91 |
0.001 |
Closed - End Fund - E... |
|
|
FELG |
Fidelity Enhanced Large Cap... |
344 |
New |
$0.00 |
$47,000 |
1,797 |
0.01% |
47,000 |
1,797 |
0.02 |
N/A |
|
|
GSIE |
Goldman Sachs Activebeta In... |
392 |
New |
$34.47 |
$32,000 |
990 |
0.01% |
32,000 |
990 |
0 |
N/A |
|
|
DHS |
WisdomTree Trust High-Yield... |
419 |
New |
$82.50 |
$25,000 |
300 |
0.01% |
25,000 |
300 |
0.003 |
Closed - End Fund - E... |
|
|
PDBC |
Invesco Actively Managd ETF |
459 |
New |
$14.06 |
$18,000 |
1,359 |
0% |
18,000 |
1,359 |
0 |
N/A |
|
|
FELV |
Fidelity Enhanced Large Cap... |
483 |
New |
$0.00 |
$16,000 |
596 |
0% |
16,000 |
596 |
0.007 |
N/A |
|
|
RDVY |
First Trust Nasdaq Rising D... |
482 |
New |
$55.24 |
$16,000 |
307 |
0% |
16,000 |
307 |
0 |
N/A |
|
|
VRT |
Vertiv Holdings Co |
492 |
New |
$95.40 |
$14,000 |
300 |
0% |
14,000 |
300 |
0.009 |
N/A |
|
|
CALF |
Pacer Us Small Cap Cash Cow... |
495 |
New |
$0.00 |
$14,000 |
291 |
0% |
14,000 |
291 |
0 |
N/A |
|
|
ODFL |
Old Dominion Freight Line Inc |
496 |
New |
$195.06 |
$14,000 |
35 |
0% |
14,000 |
35 |
0 |
Trucking |
|
|
FLTR |
Vaneck Vectors Investment G... |
506 |
New |
$25.43 |
$13,000 |
531 |
0% |
13,000 |
531 |
0 |
N/A |
|
|
BLV |
Vanguard Long-Term Bond ETF |
505 |
New |
$69.47 |
$13,000 |
171 |
0% |
13,000 |
171 |
0 |
Closed - End Fund - Debt |
|
|
FTGC |
First Trust Global Tactical... |
511 |
New |
$24.05 |
$12,000 |
555 |
0% |
12,000 |
555 |
0 |
N/A |
|
|
CE |
Celanese Corp |
541 |
New |
$156.69 |
$10,000 |
66 |
0% |
10,000 |
66 |
0 |
Synthetics |
|
|
AZO |
Autozone Inc |
540 |
New |
$2,979.32 |
$10,000 |
4 |
0% |
10,000 |
4 |
0 |
Auto Parts Stores |
|
|
TOL |
Toll Brothers Inc |
534 |
New |
$127.02 |
$10,000 |
100 |
0% |
10,000 |
100 |
0 |
Residential Construct... |
|
|
FENI |
Fidelity Enhanced Internati... |
566 |
New |
$0.00 |
$8,000 |
300 |
0% |
8,000 |
300 |
0.003 |
N/A |
|
|
UHAL.B |
U Haul Holding Company |
600 |
New |
$66.51 |
$6,000 |
87 |
0% |
6,000 |
87 |
0 |
N/A |
|
|
KRTX |
Karuna Therapeutics, Inc. |
603 |
New |
$0.00 |
$6,000 |
19 |
0% |
6,000 |
19 |
0 |
N/A |
|
|
FPXI |
First Trust International Ipo |
616 |
New |
$0.00 |
$5,000 |
112 |
0% |
5,000 |
112 |
0 |
N/A |
|
|
SYNA |
Synaptics Inc |
618 |
New |
$88.94 |
$5,000 |
45 |
0% |
5,000 |
45 |
0 |
Information Technolog... |
|
|
BAM |
Brookfield Asset Management... |
653 |
New |
$39.75 |
$4,000 |
102 |
0% |
4,000 |
102 |
0 |
Asset Management |
|
|
FCPT |
Four Corners Property Trust... |
715 |
New |
$24.56 |
$2,000 |
75 |
0% |
2,000 |
75 |
0.009 |
N/A |
|
|
DES |
WisdomTree SmallCap Dividend |
740 |
New |
$32.09 |
$2,000 |
72 |
0% |
2,000 |
72 |
0 |
Closed - End Fund - E... |
|
|
TDY |
Teledyne Technologies Inc |
722 |
New |
$393.49 |
$2,000 |
4 |
0% |
2,000 |
4 |
0 |
Aerospace/Defense Pro... |
|
|
RXST |
Rxsight, Inc. |
821 |
New |
$59.31 |
$1,000 |
14 |
0% |
1,000 |
14 |
0 |
N/A |
|
|
TSN |
Tyson Foods Inc |
847 |
New |
$59.65 |
$1,000 |
11 |
0% |
1,000 |
11 |
0 |
Meat Products |
|
|
OKE |
ONEOK Inc |
846 |
New |
$80.07 |
$1,000 |
20 |
0% |
1,000 |
20 |
0 |
Gas Utilities |
|
|
ARCT |
Arcturus Therapeutics Ltd |
887 |
New |
$6.94 |
$1,000 |
16 |
0% |
1,000 |
16 |
0 |
N/A |
|
|
TWO |
Two Harbors Investment Corp. |
790 |
New |
$3.55 |
$1,000 |
49 |
0% |
1,000 |
49 |
0 |
REIT - Housing/Apartm... |
|
|
IJJ |
iShares S&P MC 400/BARRA VL |
852 |
New |
$116.25 |
$1,000 |
7 |
0% |
1,000 |
7 |
0 |
Closed - End Fund - E... |
|
|
DFH |
Dream Finders Homes, Inc. |
777 |
New |
$0.00 |
$1,000 |
15 |
0% |
1,000 |
15 |
0 |
N/A |
|
|
SWKS |
Skyworks Solutions Inc |
968 |
New |
$92.20 |
$0 |
4 |
0% |
0 |
4 |
0 |
Semiconductor - Integ... |
|
|
MKSI |
MKS Instruments Inc |
1059 |
New |
$130.50 |
$0 |
5 |
0% |
0 |
5 |
0 |
Semiconductor Equipme... |
|
|
JHG |
Janus Henderson Group Plc |
1030 |
New |
$32.65 |
$0 |
16 |
0% |
0 |
16 |
0 |
N/A |
|
|
WD |
Walker & Dunlop Inc |
936 |
New |
$97.84 |
$0 |
2 |
0% |
0 |
2 |
0 |
Property Management |
|
|
COTY |
Coty Inc. |
990 |
New |
$11.17 |
$0 |
18 |
0% |
0 |
18 |
0 |
Personal Products |
|
|
HGV |
Hilton Grand Vacations Inc. |
965 |
New |
$42.12 |
$0 |
5 |
0% |
0 |
5 |
0 |
N/A |
|
|
PRFT |
Perficient Inc |
979 |
New |
$73.60 |
$0 |
7 |
0% |
0 |
7 |
0 |
Business Software & S... |
|
|
ENR |
Energizer Holdings Inc |
954 |
New |
$30.06 |
$0 |
6 |
0% |
0 |
6 |
0 |
N/A |
|
