CAROLINAS WEALTH CONSULTING LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 83K | $536.35K |
 | PNFP | 78K | $8.29M |
 | SOFI | 50K | $581.50K |
 | HRTX | 41K | $90.98K |
 | BAC | 40K | $1.65M |
 | AMZN | 37K | $6.97M |
 | FSCO | 36K | $255.87K |
 | AAPL | 34K | $7.47M |
 | NVDA | 31K | $3.41M |
 | F | 31K | $306.15K |
 | BRK-B | 19K | $10.02M |
 | DUK | 18K | $2.25M |
 | FHN | 18K | $349.52K |
 | ABT | 16K | $2.17M |
 | AVGO | 13K | $2.14M |
 | BX | 12K | $1.63M |
 | MSFT | 11K | $4.29M |
 | MO | 10K | $617.95K |
 | LTH | 10K | $302.00K |
 | DIS | 10K | $283.85K |
The Procter & Gamble Company
PG
Shares Held
83K
Value
$536.35K
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
78K
Value
$8.29M
SoFi Technologies, Inc.
SOFI
Shares Held
50K
Value
$581.50K
Heron Therapeutics, Inc.
HRTX
Shares Held
41K
Value
$90.98K
Bank of America Corporation
BAC
Shares Held
40K
Value
$1.65M
Amazon.com, Inc.
AMZN
Shares Held
37K
Value
$6.97M
FS Credit Opportunities Corp.
FSCO
Shares Held
36K
Value
$255.87K
Apple Inc.
AAPL
Shares Held
34K
Value
$7.47M
NVIDIA Corporation
NVDA
Shares Held
31K
Value
$3.41M
Ford Motor Company
F
Shares Held
31K
Value
$306.15K
Berkshire Hathaway Inc.
BRK-B
Shares Held
19K
Value
$10.02M
Duke Energy Corporation
DUK
Shares Held
18K
Value
$2.25M
First Horizon Corporation
FHN
Shares Held
18K
Value
$349.52K
Abbott Laboratories
ABT
Shares Held
16K
Value
$2.17M
Broadcom Inc.
AVGO
Shares Held
13K
Value
$2.14M
Blackstone Inc.
BX
Shares Held
12K
Value
$1.63M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$4.29M
Altria Group, Inc.
MO
Shares Held
10K
Value
$617.95K
Life Time Group Holdings, Inc.
LTH
Shares Held
10K
Value
$302.00K
The Walt Disney Company
DIS
Shares Held
10K
Value
$283.85K