Carolinas Wealth Consulting LLC
Annual return '25
+55.6%
SPY '25
+17.7%
Alpha
+37.9ptsvs SPY
Invested
$372.8M
Holdings
82
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2025-12-31) contained only unmappable securities. Holdings shown are carried forward from Q3 2025.
01
$MU
MICRON TECHNOLOGY INC
Q1 2025: Sold 43.4% (2.0k → 1.1k shares)
14.5%
02
$SPY
SPDR S&P 500 ETF TR
Q1 2025: Increased +1.6% (24.1k → 24.5k shares)
12.6%
03
$GOOG
ALPHABET INC
Q1 2025: Sold 3.5% (10.2k → 9.8k shares)
4.8%
04
$TEVA
TEVA PHARMACEUTICAL-SP ADR
Held since at least Q1 2024
4.1%
05
$ARGX
ARGENX SE
Held since at least Q1 2024
3.1%
06
$GDX
VANECK VECTORS GOLD MINERS ETF
Held since at least Q1 2024
2.8%
07
$LLY
LILLY ELI & CO
Q1 2025: Increased +65.8% (234 → 388 shares)
2.4%
08
$IONS
IONIS PHARMACEUTICALS INC
Held since at least Q1 2024
2.2%
09
$IAU
ISHARES GOLD TR
Q4 2024: New position (6.0k shares)
2.2%
10
$REGN
REGENERON PHARMACEUTICALS
Q4 2024: New position (41 shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:42 UTC.