CAROLINAS WEALTH CONSULTING LLC
Follow13F filer, CIK 1803425, CHARLOTTE, NC
CAROLINAS WEALTH CONSULTING LLC reported $0 across 1 holding for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-05.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-25-014459
- Period
- 2025-06-30
- Reported value
- $0
- Holdings
- 1
- Top 10 weight
- New
- 1
- Sold out
- 1,012
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VONGexited | -461,247 | -$37.2M |
| VOOexited | -61,228 | -$31.5M |
| BIVexited | -403,218 | -$30.9M |
| SCHDexited | -786,423 | -$22M |
| VONVexited | -264,410 | -$21.8M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BP PRUDHOE BAY RTY TRBP PRUDHOE BAY RTY TR | 435 | $240 | shares |
| SJMSMUCKER J M CO | 2 | $237 | shares |
| BENFRANKLIN TEMPLETON INC | 10 | $193 | shares |
| VKTXVIKING THERAPEUTICS INC | 8 | $193 | shares |
| GAPGAP INC | 7 | $148 | shares |
| CZRCAESARS ENTERTAINMENT INC NE | 5 | $125 | shares |
| NXHNEIGHBORHOOD INTELLIGENCE IN | 20 | $116 | shares |
| AMTMAMENTUM HOLDINGS INC | 5 | $91 | shares |
| LUMNLUMEN TECHNOLOGIES INC | 18 | $70 | shares |
| UAUNDER ARMOUR INC | 7 | $42 | shares |
| ARVNARVINAS INC | 3 | $21 | shares |
| VALWSVALARIS LTD | 3 | $15 | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001398344-25-014459 | base | 2025-08-05 | acceptance time not in the bulk data set |