13F-HR filed by CAROLINAS WEALTH CONSULTING LLC
CAROLINAS WEALTH CONSULTING LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-08-14, with 1,012 holding rows worth $464,862,884.
- Accession
- 0001398344-25-015637
- Filer
- CIK 1803425
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 1,012 entries on the cover page, a total value of $464,862,884 stated on the cover page (in dollars after the unit check, H1), rows summing to $464,862,884 with VALUE read as dollars as filed, 13F file number 028-20139. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| BP PRUDHOE BAY RTY TR | 055630107 | TRUS | 435 | $240 | dollars as filed | |
| SMUCKER J M CO | 832696405 | COM NEW | 2 | $237 | dollars as filed | |
| FRANKLIN RESOURCES INC COM | 354613101 | Stock | 10 | $193 | dollars as filed | |
| VIKING THERAPEUTICS INC | 92686J106 | COM | 8 | $193 | dollars as filed | |
| GAP INC COM | 364760108 | Stock | 7 | $148 | dollars as filed | |
| CAESARS ENTERTAINMENT INC NE | 12769G100 | COM | 5 | $125 | dollars as filed | |
| BED BATH & BEYOND INC | 690370101 | COM | 20 | $116 | dollars as filed | |
| AMENTUM HOLDINGS INC COM | 023939101 | Stock | 5 | $91 | dollars as filed | |
| LUMEN TECHNOLOGIES INC | 550241103 | COM | 18 | $70 | dollars as filed | |
| UNDER ARMOUR INC | 904311206 | CL C | 7 | $42 | dollars as filed | |
| ARVINAS INC | 04335A105 | COM | 3 | $21 | dollars as filed | |
| VALARIS LTD WT EXP 042928 | G9460G119 | Stock | 3 | $15 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-25-015637 | this filing | 2025-08-14 | acceptance time not in the bulk data set |