Fund Holdings — CAROLINAS WEALTH CONSULTING LLC

Total Portfolio Value
$0
Total Bought
$0
Total Sold
$464.10M
Net Transaction
-$464.10M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
▲▼
VALARIS LTD(VAL)30-300—-0
ARVINAS INC(ARVN)30-300—-0
UNDER ARMOUR INC(UA)70-700—-0
LUMEN TECHNOLOGIES INC(LUMN)180-1800—-0
AMENTUM HOLDINGS INC50-500—-0
BEYOND INC(NXH)200-2000—-0
CAESARS ENTERTAINMENT INC NE(CZR)50-500—-0
GAP INC(GAP)70-700—-0
VIKING THERAPEUTICS INC(VKTX)80-800—-0
FRANKLIN RESOURCES INC(BEN)100-1000—-0
SMUCKER J M CO(SJM)20-200—-0
BP PRUDHOE BAY RTY TR4350-43500—-0
EQUIFAX INC(EFX)10-100—-0
BALL CORP50-500—-0
BANCO BRADESCO S A1210-12100—-0
CHEMOURS CO(CC)200-2000—-0
NEWS CORP NEW(NWS)100-1000—-0
COPART INC(CPRT)50-500—-0
MODERNA INC(MRNA)100-1000—-0
NORWEGIAN CRUISE LINE HLDG L
SHS
150-1500—-0
INCYTE CORP(INCY)50-500—-0
ENOVIX CORPORATION(ENVX)420-4200—-0
ENPHASE ENERGY INC(ENPH)50-500—-0
GAMESTOP CORP NEW(GME)140-1400—-0
GLOBAL X FDS
GLOBAL X COPPER
80-800—-0
POOL CORP(POOL)10-100—-0
SKYWORKS SOLUTIONS INC(SWKS)50-500—-0
SMITH A O CORP(AOS)50-500—-0
BROWN FORMAN CORP(BF-A)100-1000—-0
PG&E CORP(PCG)200-2000—-0
CENTERPOINT ENERGY INC(CNP)100-1000—-0
FORTIVE CORP(FTV)50-500—-0
ULTA BEAUTY INC(ULTA)10-100—-0
INTERNATIONAL FLAVORS&FRAGRA(IFF)50-500—-0
GEN DIGITAL INC(GEN)150-1500—-0
WESTERN DIGITAL CORP(WDC)100-1000—-0
ALLBIRDS INC(BIRD)630-6300—-0
HUNTINGTON INGALLS INDS INC(HII)20-200—-0
DIAGEO PLC(DEO)40-400—-0
WYNN RESORTS LTD(WYNN)50-500—-0
ERIE INDTY CO(ERIE)10-100—-0
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
50-500—-0
LKQ CORP(LKQ)100-1000—-0
ATMUS FILTRATION TECHNOLOGIE(ATMU)120-1200—-0
CBOE GLOBAL MKTS INC(CBOE)20-200—-0
LAMAR ADVERTISING CO NEW(LAMR)40-400—-0
GLOBAL X FDS
GLOBAL X URANIUM
210-2100—-0
OLD DOMINION FREIGHT LINE IN(ODFL)30-300—-0
MILLROSE PPTYS INC(MRP)190-1910—-1
AVERY DENNISON CORP30-310—-1
CHURCH & DWIGHT CO INC(CHD)50-510—-1
EXPAND ENERGY CORPORATION(EXE)50-510—-1
HALLIBURTON CO(HAL)220-2210—-1
AES CORP(AES)450-4510—-1
CELANESE CORP DEL(CE)100-1010—-1
NXP SEMICONDUCTORS N V
COM
30-310—-1
ISHARES TR
ULTRA SHORT DUR
110-1110—-1
DAYFORCE INC100-1010—-1
GABELLI MULTIMEDIA TR INC(GGT)1270-12710—-1
MOSAIC CO NEW(MOS)220-2210—-1
NCR VOYIX CORPORATION620-6210—-1
HEALTHPEAK PROPERTIES INC(DOC)300-3010—-1
BROWN & BROWN INC(BRO)50-510—-1
STEEL DYNAMICS INC(STLD)50-510—-1
APA CORPORATION(APA)310-3110—-1
MID-AMER APT CMNTYS INC(MAA)40-410—-1
BXP INC(BXP)100-1010—-1
GABELLI UTIL TR(GUT)1260-12610—-1
UDR INC(UDR)150-1510—-1
BAXTER INTL INC200-2010—-1
ALLEGIANT TRAVEL CO(ALGT)130-1310—-1
NORTHERN TR CORP(NTRS)70-710—-1
CORPAY INC(CPAY)20-210—-1
ROLLINS INC(ROL)130-1310—-1
TYSON FOODS INC(TSN)110-1110—-1
ICON PLC(ICLR)40-410—-1
ELECTRONIC ARTS INC50-510—-1
LOEWS CORP(L)80-810—-1
CINCINNATI FINL CORP(CINF)50-510—-1
GABELLI HLTHCARE & WELLNESS(GRX)740-7410—-1
PEBBLEBROOK HOTEL TR(PEB)740-7410—-1
SHINHAN FINANCIAL GROUP CO L(SHG)240-2410—-1
COCA COLA CONS INC(COKE)10-110—-1
INVESCO LTD(IVZ)510-5110—-1
PTC INC(PTC)50-510—-1
COSTAR GROUP INC(CSGP)100-1010—-1
TRAVELERS COMPANIES INC(TRV)30-310—-1
NCR ATLEOS CORPORATION(NATL)310-3110—-1
SILICON LABORATORIES INC(SLAB)80-810—-1
APELLIS PHARMACEUTICALS INC
COM
390-3910—-1
VISTRA CORP(VST)70-710—-1
INTUITIVE MACHINES INC(LUNR)1140-11410—-1
DOVER CORP(DOV)50-510—-1
DOLLAR GEN CORP NEW(DG)100-1010—-1
CRACKER BARREL OLD CTRY STOR(CBRL)230-2310—-1
PPL CORP(PPL)250-2510—-1
VANECK ETF TRUST
EMERGING MRKT HI
460-4610—-1
ISHARES TR100-1010—-1
NATWEST GROUP PLC(NWG)760-7610—-1
WARNER BROS DISCOVERY INC(WBD)870-8710—-1
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CAROLINAS WEALTH CONSULTING LLC — 13F Holdings — Q2 2025 | TickerTrail