Carolina Wealth Advisors, LLC Purchases in Q3 2024

Carolina Wealth Advisors, LLC

  • $189 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
905
+ 0.23%
$51.58 - $53.79 $46.7K - $48.7K
397K $21.3M
WSM
Williams Sonoma Inc

Consumer Cyclical
19.2K
+ 90.81%
$128.47 - $280.94 $2.46M - $5.38M
40.2K $6.23M
TSLA
Tesla, Inc.

Consumer Cyclical
82
+ 6.68%
$191.76 - $263.26 $15.7K - $21.6K
1.31K $342K
BTU
Peabody Energy Corp

Energy
3.72K
New
$20.56 - $26.53 $76.4K - $98.6K
3.72K $98K
IBM
International Business Machines Corp

Technology
3
+ 0.15%
$175.1 - $223.38 $525 - $670
2.01K $444K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
3.59K
New
$15.95 - $27.01 $57.2K - $96.9K
3.59K $92K
AAPL
Apple Inc.

Technology
46
+ 1.34%
$207.23 - $234.82 $9.53K - $10.8K
3.49K $812K
NOG
Northern Oil & Gas, Inc.

Energy
2.32K
New
$33.96 - $43.19 $78.8K - $100K
2.32K $82K
MA
Mastercard Inc

Financial Services
96
+ 15.31%
$429.6 - $500.99 $41.2K - $48.1K
723 $357K
DXC
Dxc Technology CO

Technology
3.82K
New
$17.93 - $21.46 $68.5K - $82K
3.82K $79K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
10.8K
New
$6.82 - $12.49 $73.8K - $135K
10.8K $77K
PDD
Pinduoduo Inc.

Consumer Cyclical
486
New
$89.17 - $151.11 $43.3K - $73.4K
486 $65K
VSAT
Viasat Inc

Technology
5.27K
New
$11.94 - $24.49 $62.9K - $129K
5.27K $62K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
262
New
$201.82 - $234.36 $52.9K - $61.4K
262 $60K
MAR
Marriott International Inc

Consumer Cyclical
220
+ 79.42%
$211.35 - $255.11 $46.5K - $56.1K
497 $123K
CAR
Avis Budget Group, Inc.

Industrials
725
+ 184.48%
$67.43 - $112.13 $48.9K - $81.3K
1.12K $97K
ADSK
Autodesk, Inc.

Technology
221
New
$245.83 - $245.83 $54.3K - $54.3K
221 $54K
OTIS
Otis Worldwide Corp

Industrials
506
New
$91.43 - $104.43 $46.3K - $52.8K
506 $52K
VRSK
Verisk Analytics, Inc.

Industrials
188
New
$260.31 - $285.99 $48.9K - $53.8K
188 $50K
LLY
Eli Lilly & CO

Healthcare
58
+ 71.6%
$772.14 - $960.02 $44.8K - $55.7K
139 $123K
MSI
Motorola Solutions, Inc.

Technology
109
New
$385.65 - $450.49 $42K - $49.1K
109 $49K
MANH
Manhattan Associates Inc

Technology
177
New
$218.59 - $286.0 $38.7K - $50.6K
177 $49K
NVO
Novo Nordisk A S

Healthcare
405
New
$119.07 - $145.42 $48.2K - $58.9K
405 $48K
GDDY
Go Daddy Inc.

Technology
310
New
$141.41 - $167.41 $43.8K - $51.9K
310 $48K
EQH
Equitable Holdings, Inc.

Financial Services
1.15K
New
$37.05 - $43.61 $42.7K - $50.3K
1.15K $48K
CLX
Clorox CO

Consumer Defensive
295
New
$131.73 - $166.97 $38.9K - $49.3K
295 $48K
CAH
Cardinal Health Inc

Healthcare
429
New
$93.74 - $114.66 $40.2K - $49.2K
429 $47K
AZO
Autozone Inc

Consumer Cyclical
15
New
$2815.0 - $3212.87 $42.2K - $48.2K
15 $47K
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 550.0%
$3305.62 - $4268.05 $36.4K - $46.9K
13 $54K
NU
Nu Holdings Ltd.

Financial Services
3.21K
New
$10.71 - $15.14 $34.4K - $48.7K
3.21K $43K
NUE
Nucor Corp

Basic Materials
289
New
$137.77 - $166.14 $39.8K - $48K
289 $43K
ABC
Amerisourcebergen Corp

Healthcare
209
+ 366.67%
N/A
266 $49K
AON
Aon PLC

Financial Services
25
+ 4.7%
$293.16 - $351.06 $7.33K - $8.78K
557 $192K
ENVA
Enova International, Inc.

Financial Services
23
+ 1.69%
$61.16 - $86.47 $1.41K - $1.99K
1.38K $115K
NVDA
Nvidia Corp

Technology
250
+ 27.17%
$98.91 - $134.91 $24.7K - $33.7K
1.17K $142K
META
Meta Platforms, Inc.

Communication Services
38
+ 48.72%
$453.41 - $572.44 $17.2K - $21.8K
116 $66K
SO
Southern CO

Utilities
211
+ 35.52%
$77.0 - $90.52 $16.2K - $19.1K
805 $72K
DUK
Duke Energy Corp

Utilities
163
+ 82.74%
$99.35 - $117.71 $16.2K - $19.2K
360 $41K
IAU
Ishares Gold Trust

ETFs
400
New
$44.06 - $50.5 $17.6K - $20.2K
400 $19K
R
Ryder System Inc

Industrials
15
+ 2.08%
$117.21 - $148.66 $1.76K - $2.23K
735 $107K
KKR
Kkr & Co. Inc.

Financial Services
134
New
$104.51 - $133.23 $14K - $17.9K
134 $17K
LOW
Lowes Companies Inc

Consumer Cyclical
22
+ 10.58%
$213.3 - $270.78 $4.69K - $5.96K
230 $62K
ORCL
Oracle Corp

Technology
87
+ 217.5%
$125.9 - $170.35 $11K - $14.8K
127 $21K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 4.48%
$801.83 - $917.05 $7.22K - $8.25K
210 $186K
BA
Boeing CO

Industrials
102
New
$152.04 - $190.6 $15.5K - $19.4K
102 $15K
PGR
Progressive Corp

Financial Services
61
New
$209.46 - $259.24 $12.8K - $15.8K
61 $15K
NFLX
Netflix Inc

Communication Services
20
New
$598.55 - $722.26 $12K - $14.4K
20 $14K
JPM
Jpmorgan Chase & CO

Financial Services
50
+ 35.97%
$194.9 - $224.8 $9.75K - $11.2K
189 $39K
TDG
Trans Digm Group Inc

Industrials
8
New
$1202.03 - $1427.41 $9.62K - $11.4K
8 $11K
Activity Summary
Buys All Purchases 187 New Holdings 135 Increased Positions 52 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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