Stock Taper

CAROLINAS WEALTH CONSULTING LLC

Latest 13F filing data - Q1 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sysco CorporationSYY3.51K$263.38K
RTX CorporationRTX3.82K$505.61K
AT&T Inc.T3.89K$109.91K
Champion Homes, Inc.SKY4K$379.04K
Huntington Bancshares IncorporatedHBAN4.16K$62.49K
Nuveen Select Tax-Free Income PortfolioNXP4.29K$61.59K
Enbridge Inc.ENB4.48K$198.5K
Carrier Global CorporationCARR4.57K$289.87K
JPMorgan Chase & Co.JPM4.59K$1.13M
The PNC Financial Services Group, Inc.PNC4.94K$113.49K
Johnson & JohnsonJNJ4.95K$820.84K
KKR & Co. Inc.KKR4.99K$577.05K
Joby Aviation, Inc.JOBY5K$30.1K
Energy Transfer LPET5.04K$93.62K
NextEra Energy, Inc.NEE5.07K$359.37K
The Southern CompanySO5.17K$475.66K
Enterprise Products Partners L.P.EPD5.72K$195.28K
LeMaitre Vascular, Inc.LMAT6.04K$506.76K
Mondelez International, Inc.MDLZ7.28K$494.08K
Exxon Mobil CorporationXOM7.5K$891.37K