News + Filings Holdings
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CAROLINAS WEALTH CONSULTING LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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LIN Media LLC
| LIN | COMMON STOCK | 0 | -48,917 | 0 | -201,466,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CALAMOS CONV & HIGH INCOME F
| CHY | COM SHS | 0 | -10,224 | 0 | -108,886,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Li Auto Inc.
| LI | SPONSORED ADS | 0 | -4,500 | 0 | -91,800,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Live Oak Bancshares, Inc.
| LOB | COM | 0 | -3,000 | 0 | -90,600,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PIMCO Access Income Fund
| PAXS | COM | 0 | -5,554 | 0 | -82,971,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BILL Holdings, Inc.
| BILL | Common | 0 | -700 | 0 | -76,272,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PIMCO Dynamic Income Opportunities Fund
| PDO | Common | 0 | -4,549 | 0 | -58,670,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Core Scientific, Inc./tx
| CORZ | Common | 0 | -500,047 | 0 | -37,554,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANECK VECTORS ETF TR JR GOLD MINERS E
| GDXJ | STOCK | 0 | -967 | 0 | -34,467,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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22nd Century Group, Inc.
| XXII | Common | 0 | -36,461 | 0 | -33,562,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EQUISHARES CORPORATION
| AOK | Common | 0 | -929 | 0 | -31,214,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IQLT | Common | 0 | -878 | 0 | -28,428,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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UPDIKE LAWRENCE A
| PDI | COM | 0 | -1,501 | 0 | -28,142,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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UNIVERSAL DISPLAY CORP \PA\
| OLED | Common | 0 | -241 | 0 | -26,014,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SUB | Common | 0 | -244 | 0 | -25,471,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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REMINGTON OIL & GAS CORP
| REM | Common | 0 | -1,086 | 0 | -24,641,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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TANGER FACTORY OUTLET CENTERS, INC
| SKT | Common | 0 | -1,370 | 0 | -24,578,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DICK'S SPORTING GOODS, INC.
| DKS | Common | 0 | -201 | 0 | -24,159,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CANADIAN PACIFIC KANSAS CITY LTD/CN
| CP | Common | 0 | -309 | 0 | -23,092,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SoFi Technologies, Inc.
| SOFI | Common | 0 | -5,000 | 0 | -23,050,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VanEck ETF Trust
| ITM | Common | 0 | -478 | 0 | -21,839,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| FNDA | Common | 0 | -418 | 0 | -19,529,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BARRICK GOLD CORP
| ABX | Common | 0 | -1,077 | 0 | -18,506,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NUVEEN OHIO QUALITY MUNICIPAL INCOME FUND
| NUO | Common | 0 | -1,450 | 0 | -18,401,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Wheaton Precious Metals Corp.
| WPM | COM | 0 | -422 | 0 | -16,496,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CHESAPEAKE ENERGY CORP
| CHK | Common | 0 | -161 | 0 | -15,183,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Metalla Royalty & Streaming Ltd.
| | Common | 0 | -3,034 | 0 | -14,897,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VPU | Common | 0 | -92 | 0 | -14,033,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST REPUBLIC BANK
| FRC | COM | 0 | -102 | 0 | -12,433,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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HUNT J B TRANSPORT SERVICES INC
| JBHT | Common | 0 | -70 | 0 | -12,205,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BERKLEY W R CORP
| BER | Common | 0 | -162 | 0 | -11,756,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JEPI | Common | 0 | -200 | 0 | -11,013,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iShares Silver Trust
| SLV | ISHARES | 0 | -500 | 0 | -11,010,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD ADMIRAL FUNDS
| IVOO | Common | 0 | -55 | 0 | -8,958,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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HANCOCK JOHN PFD INCOME FD I
| HPF | COM | 0 | -534 | 0 | -8,379,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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