• 13F History

CAROLINAS WEALTH CONSULTING LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 27, 2025
Value $
$486M
Signature - Title
Jeanne Kelsey Fritchley - COO, CCO
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by CAROLINAS WEALTH CONSULTING LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CAROLINAS WEALTH CONSULTING LLC reported 1056 stock holdings with total value $486M as of Q4 2024. Top holdings included VONG, VOO, BIV, IWF, and VONV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,056 $486M +$32.2M -$60.9M -$28.8M VONG, VOO, BIV, IWF, VONV 13F-HR 2/26/2025, 05:48 PM
Q3 2024 1,052 $530M +$11.9M -$8.45M +$3.46M VONG, BIV, VOO, SCHD, IWF 13F-HR 11/12/2024, 09:58 AM
Q2 2024 1,040 $499M +$23M -$21M +$1.99M VONG, BIV, VOO, IWF, SCHD 13F-HR 8/12/2024, 11:32 AM
Q1 2024 1,023 $489M +$33.6M -$14.5M +$19.1M VONG, BIV, VOO, IWF, SCHD 13F-HR 5/14/2024, 06:40 PM
Q4 2023 916 $431M +$17.1M -$11.5M +$5.64M VONG, BIV, VOO, IWF, VIG 13F-HR 2/13/2024, 10:16 AM
Q3 2023 1,027 $373M +$16.4M -$88M -$71.5M VONG, BIV, VOO, IWF, VIG 13F-HR 11/14/2023, 01:34 PM
Q2 2023 1,049 $474M +$17.5M -$12.6M +$4.98M VONG, VIG, VOO, IWF, SCHD 13F-HR 8/14/2023, 05:17 PM
Q1 2023 980 $440M +$31.6M -$19.6M +$12M VONG, VIG, VOO, SCHD, IWF 13F-HR 5/15/2023, 05:46 PM
Q4 2022 986 $414M +$33.9M -$11.1M +$22.8M VIG, VONG, VOO, SCHD, IWF 13F-HR 2/14/2023, 04:24 PM
Q3 2022 739 $372M +$25.5M -$5.34M +$20.2M VONG, VIG, VOO, SCHD, VONV 13F-HR 11/14/2022, 03:06 PM
Q2 2022 741 $378M +$32.3M -$48M -$15.7M VIG, VONG, VOO, SCHD, VONV 13F-HR 8/16/2022, 09:04 AM
Q1 2022 842 $391M +$28.5M -$9.92M +$18.6M VIG, VOO, IWF, VONV, SCHD 13F-HR 5/16/2022, 08:04 PM
Q4 2021 882 $451M +$17M -$14.8M +$2.28M VIG, VONG, VOO, IWF, VONV 13F-HR 2/14/2022, 03:40 PM
Q3 2021 880 $422M +$14.5M -$31.8M -$17.3M VIG, VONG, IWF, VOO, AAPL 13F-HR 11/15/2021, 05:21 PM
Q2 2021 891 $446M +$55.4M -$14.9M +$40.5M VIG, VONG, IWF, VOO, VONV 13F-HR 8/17/2021, 12:30 PM
Q1 2021 894 $397M +$26.3M -$14.4M +$11.8M VIG, VONG, IWF, VOO, VONV 13F-HR 5/17/2021, 11:50 AM
Q4 2020 788 $360M +$37.7M -$12.8M +$24.9M VIG, VONG, IWF, VOO, VONV 13F-HR 2/16/2021, 02:25 PM
Q3 2020 818 $297M +$35.8M -$8.09M +$27.8M IWF, VIG, VONG, VOO, VONV 13F-HR 11/12/2020, 12:59 PM
Q2 2020 559 $254M +$43.3M -$10.1M +$33.2M IWF, VIG, VONG, VOO, VONV 13F-HR 8/13/2020, 09:53 AM
Q1 2020 167 $185M +$111M -$480K +$110M IWF, VIG, VONG, IWD, VONV 13F-HR 5/11/2020, 11:34 AM
Q4 2019 73 $76.9M IWF, IWD, VONG, VIG, VTI 13F-HR 2/14/2020, 03:44 PM