Stock Taper 
CAROLINAS WEALTH CONSULTING LLC
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Procter & Gamble Company | PG | 82.78K | $536.35K |
 Pinnacle Financial Partners, Inc. | PNFP | 78.19K | $8.29M |
 SoFi Technologies, Inc. | SOFI | 50K | $581.5K |
 Heron Therapeutics, Inc. | HRTX | 41.36K | $90.98K |
 Bank of America Corporation | BAC | 39.59K | $1.65M |
 Amazon.com, Inc. | AMZN | 36.63K | $6.97M |
 FS Credit Opportunities Corp. | FSCO | 36.29K | $255.87K |
 Apple Inc. | AAPL | 33.61K | $7.47M |
 NVIDIA Corporation | NVDA | 31.48K | $3.41M |
 Ford Motor Company | F | 30.52K | $306.15K |
 Berkshire Hathaway Inc. | BRK-B | 18.81K | $10.02M |
 Duke Energy Corporation | DUK | 18.48K | $2.25M |
 First Horizon Corporation | FHN | 18K | $349.52K |
 Abbott Laboratories | ABT | 16.32K | $2.17M |
 Broadcom Inc. | AVGO | 12.75K | $2.14M |
 Blackstone Inc. | BX | 11.63K | $1.63M |
 Microsoft Corporation | MSFT | 11.43K | $4.29M |
 Altria Group, Inc. | MO | 10.3K | $617.95K |
 Life Time Group Holdings, Inc. | LTH | 10K | $302K |
 The Walt Disney Company | DIS | 9.85K | $283.85K |