Stock Taper

CAROLINAS WEALTH CONSULTING LLC

Latest 13F filing data - Q1 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Vertiv Holdings CoVRT1.75K$126.35K
Stryker CorporationSYK1.74K$645.92K
Palo Alto Networks, Inc.PANW1.72K$293.92K
Intel Corp.INTC1.62K$36.77K
Honeywell International Inc.HON1.6K$338.64K
Broadridge Financial Solutions, Inc.BR1.56K$377.38K
Lloyds Banking Group plcLYG1.54K$5.88K
Veralto CorporationVLTO1.52K$148.03K
F.N.B. CorporationFNB1.51K$20.31K
Alector, Inc.ALEC1.5K$1.84K
Dominion Energy, Inc.D1.49K$83.38K
International Business Machines CorporationIBM1.44K$359.04K
The Williams Companies, Inc.WMB1.4K$83.48K
Phillips 66PSX1.31K$161.88K
Symbotic Inc.SYM1.31K$26.48K
Bristol-Myers Squibb CompanyBMY1.29K$78.83K
Ventas, Inc.VTR1.28K$87.77K
Illinois Tool Works Inc.ITW1.25K$311.18K
CVRx, Inc.CVRX1.24K$15.13K
Johnson Controls International plcJCI1.2K$96.12K