Carolina Wealth Advisors, LLC New Holdings in Q3 2024

Carolina Wealth Advisors, LLC

  • $189 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ACGL
Arch Capital Group Ltd.

Financial Services
45
New
$94.47 - $114.25 $4.25K - $5.14K
45 $5K
ABT
Abbott Laboratories

Healthcare
48
New
$100.07 - $118.13 $4.8K - $5.67K
48 $5K
SHOP
Shopify Inc.

Technology
69
New
$52.26 - $80.75 $3.61K - $5.57K
69 $5K
CBRE
Cbre Group, Inc.

Real Estate
46
New
$85.97 - $124.48 $3.95K - $5.73K
46 $5K
CB
Chubb LTD

Financial Services
20
New
$252.51 - $292.2 $5.05K - $5.84K
20 $5K
KLAC
Kla Corp

Technology
7
New
$696.17 - $892.35 $4.87K - $6.25K
7 $5K
FCX
Freeport Mcmoran Inc

Basic Materials
120
New
$39.52 - $51.92 $4.74K - $6.23K
120 $5K
IT
Gartner Inc

Technology
11
New
$441.32 - $516.47 $4.85K - $5.68K
11 $5K
LEN
Lennar Corp

Consumer Cyclical
30
New
$142.5 - $192.45 $4.28K - $5.77K
30 $5K
LYV
Live Nation Entertainment, Inc.

Communication Services
48
New
$88.06 - $109.5 $4.23K - $5.26K
48 $5K
D
Dominion Energy, Inc

Utilities
88
New
$48.01 - $58.53 $4.22K - $5.15K
88 $5K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
25
New
$210.25 - $231.86 $5.26K - $5.8K
25 $5K
NDAQ
Nasdaq, Inc.

Financial Services
74
New
$59.48 - $74.31 $4.4K - $5.5K
74 $5K
FICO
Fair Isaac Corp

Technology
3
New
$1496.51 - $1947.38 $4.49K - $5.84K
3 $5K
DEO
Diageo PLC

Consumer Defensive
35
New
$120.02 - $140.77 $4.2K - $4.93K
35 $4K
SPH
Suburban Propane Partners LP

Utilities
273
New
$16.66 - $19.3 $4.55K - $5.27K
273 $4K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
384
New
$10.38 - $11.34 $3.99K - $4.35K
384 $4K
ITW
Illinois Tool Works Inc

Industrials
18
New
$233.14 - $263.97 $4.2K - $4.75K
18 $4K
TMO
Thermo Fisher Scientific Inc.

Healthcare
7
New
$531.86 - $624.21 $3.72K - $4.37K
7 $4K
TMUS
T Mobile Us, Inc.

Communication Services
23
New
$175.14 - $206.36 $4.03K - $4.75K
23 $4K
ISRG
Intuitive Surgical Inc

Healthcare
9
New
$416.14 - $494.01 $3.75K - $4.45K
9 $4K
MSCI
Msci Inc.

Financial Services
8
New
$479.31 - $584.91 $3.83K - $4.68K
8 $4K
EWC
Ishares Msci Canada ETF

ETFs
120
New
$36.52 - $41.67 $4.38K - $5K
120 $4K
NXPI
Nxp Semiconductors N.V.

Technology
18
New
$225.14 - $290.78 $4.05K - $5.23K
18 $4K
PFE
Pfizer Inc

Healthcare
161
New
$27.7 - $31.39 $4.46K - $5.05K
161 $4K
C
Citigroup Inc

Financial Services
67
New
$56.11 - $67.61 $3.76K - $4.53K
67 $4K
DPZ
Dominos Pizza Inc

Consumer Cyclical
11
New
$402.52 - $505.35 $4.43K - $5.56K
11 $4K
QCOM
Qualcomm Inc

Technology
28
New
$156.12 - $209.64 $4.37K - $5.87K
28 $4K
SBAC
Sba Communications Corp

Real Estate
17
New
$189.0 - $245.01 $3.21K - $4.17K
17 $4K
HON
Honeywell International Inc

Industrials
16
New
$196.73 - $220.21 $3.15K - $3.52K
16 $3K
NVS
Novartis Ag

Healthcare
30
New
$106.13 - $120.89 $3.18K - $3.63K
30 $3K
VEEV
Veeva Systems Inc

Healthcare
16
New
$180.43 - $223.9 $2.89K - $3.58K
16 $3K
FDS
Factset Research Systems Inc

Financial Services
7
New
$397.04 - $469.48 $2.78K - $3.29K
7 $3K
EXPD
Expeditors International Of Washington Inc

Industrials
29
New
$116.1 - $131.42 $3.37K - $3.81K
29 $3K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
30
New
$72.18 - $107.33 $2.17K - $3.22K
30 $3K
MCHP
Microchip Technology Inc

Technology
40
New
$72.0 - $95.98 $2.88K - $3.84K
40 $3K
ARES
Ares Management Corp

Financial Services
18
New
$133.73 - $158.05 $2.41K - $2.84K
18 $2K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
196
New
$9.97 - $11.33 $1.95K - $2.22K
196 $2K
YUM
Yum Brands Inc

Consumer Cyclical
20
New
$125.95 - $139.96 $2.52K - $2.8K
20 $2K
WDAY
Workday, Inc.

Technology
10
New
$207.75 - $264.68 $2.08K - $2.65K
10 $2K
WCN
Waste Connections, Inc.

Industrials
13
New
$173.92 - $186.5 $2.26K - $2.42K
13 $2K
PNC
Pnc Financial Services Group, Inc.

Financial Services
13
New
$156.14 - $187.2 $2.03K - $2.43K
13 $2K
SQ
Block, Inc.

Technology
36
New
$57.21 - $72.07 $2.06K - $2.59K
36 $2K
ILMN
Illumina, Inc.

Healthcare
21
New
$105.28 - $135.9 $2.21K - $2.85K
21 $2K
VRSN
Verisign Inc

Technology
11
New
$174.18 - $190.64 $1.92K - $2.1K
11 $2K
SEIC
Sei Investments CO

Financial Services
43
New
$63.1 - $69.83 $2.71K - $3K
43 $2K
H
Hyatt Hotels Corp

Consumer Cyclical
16
New
$130.36 - $162.22 $2.09K - $2.6K
16 $2K
IDXX
Idexx Laboratories Inc

Healthcare
4
New
$455.08 - $517.19 $1.82K - $2.07K
4 $2K
AME
Ametek Inc

Industrials
8
New
$152.74 - $176.01 $1.22K - $1.41K
8 $1K
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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