Carolinas Wealth Consulting LLC Purchases in Q4 2024

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
17
+ 0.58%
$63.31 - $82.85 $1.08K - $1.41K
2.93K $216K
IDCC
Inter Digital, Inc.

Communication Services
1
+ 0.19%
$142.61 - $200.59 $143 - $201
541 $104K
T
At&T Inc.

Communication Services
384
+ 1.62%
$21.22 - $23.88 $8.15K - $9.17K
24.2K $550K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 44.44%
$4100.99 - $5300.34 $16.4K - $21.2K
13 $64K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3
+ 0.24%
$340.59 - $380.5 $1.02K - $1.14K
1.27K $463K
FTLS
First Tr Long/Short Equity ETF

ETFs
45
+ 0.43%
$63.1 - $67.29 $2.84K - $3.03K
10.4K $687K
XSW
Spdr S&P Software & Services E

ETFs
25
+ 3.31%
$156.76 - $204.72 $3.92K - $5.12K
780 $147K
IJS
Ishares S&P Smallcap 600 Value

ETFs
210
+ 7.19%
$104.59 - $118.05 $22K - $24.8K
3.13K $340K
VB
Vanguard Small Cap ETF

ETFs
17
+ 0.27%
$233.76 - $261.58 $3.97K - $4.45K
6.3K $1.51M
ENB
Enbridge Inc

Energy
39
+ 0.32%
$40.4 - $43.92 $1.58K - $1.71K
12.4K $524K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
253
+ 162.18%
$81.68 - $82.93 $20.7K - $21K
409 $33K
CGUS
Capital Group Core Equity ETF
128
+ 0.58%
$33.96 - $36.24 $4.35K - $4.64K
22.2K $777K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
12
+ 0.32%
$157.33 - $189.22 $1.89K - $2.27K
3.76K $634K
AVEM
American Centy ETF Tr Avantis

ETFs
312
New
$58.59 - $66.14 $18.3K - $20.6K
312 $18K
PANW
Palo Alto Networks Inc

Technology
905
+ 98.37%
$181.96 - $405.9 $165K - $367K
1.83K $332K
HOOD
Robinhood Markets, Inc.

Technology
500
New
$22.33 - $43.2 $11.2K - $21.6K
500 $18K
ORCL
Oracle Corp

Technology
118
+ 10.63%
$165.41 - $192.43 $19.5K - $22.7K
1.23K $204K
TM
Toyota Motor Corp

Consumer Cyclical
10
+ 1.26%
$169.2 - $199.52 $1.69K - $2K
801 $155K
ECL
Ecolab Inc.

Basic Materials
220
+ 12.32%
$234.32 - $261.43 $51.6K - $57.5K
2.01K $469K
DSTL
ETF Ser Solution Distillate Us

ETFs
703
+ 4.92%
$54.74 - $58.88 $38.5K - $41.4K
15K $823K
EMR
Emerson Electric CO

Industrials
1
+ 0.11%
$108.13 - $134.33 $108 - $134
925 $114K
BA
Boeing CO

Industrials
1
+ 0.21%
$138.14 - $180.72 $138 - $181
476 $84K
VTWG
Vanguard Russell 2000 Growth E

ETFs
9
+ 0.25%
$202.91 - $229.76 $1.83K - $2.07K
3.56K $747K
DFS
Discover Financial Services

Financial Services
2
+ 0.6%
$136.3 - $182.67 $273 - $365
338 $58K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8
+ 14.29%
$1146.59 - $1270.6 $9.17K - $10.2K
64 $75K
LRGF
Ishares Tr

ETFs
91
+ 3.33%
$58.25 - $63.26 $5.3K - $5.76K
2.82K $170K
MAIN
Main Street Capital Corp

Financial Services
26
+ 2.55%
$49.95 - $58.58 $1.3K - $1.52K
1.05K $61K
TXN
Texas Instruments Inc

Technology
46
+ 10.48%
N/A
485 $94K
WMB
Williams Companies, Inc.

Energy
7
+ 0.68%
$46.37 - $59.74 $325 - $418
1.03K $55K
RKLB
Rocket Lab Usa, Inc.

Industrials
214
+ 104.39%
$9.23 - $28.44 $1.98K - $6.09K
419 $10K
XLK
Technology Sector Spdr

ETFs
2
+ 0.16%
$220.26 - $241.44 $441 - $483
1.24K $287K
HRTX
Heron Therapeutics, Inc.

Healthcare
13.7K
+ 49.37%
$1.06 - $2.12 $14.5K - $29K
41.4K $63K
USB
Us Bancorp \De\

Financial Services
61
+ 2.54%
$43.98 - $53.66 $2.68K - $3.27K
2.46K $117K
AON
Aon PLC

Financial Services
14
+ 13.21%
$344.14 - $393.31 $4.82K - $5.51K
120 $43K
RPM
Rpm International Inc

Basic Materials
25
+ 1.16%
$120.09 - $140.26 $3K - $3.51K
2.18K $267K
MCK
Mckesson Corp

Healthcare
3
+ 3.7%
$482.27 - $628.5 $1.45K - $1.89K
84 $47K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.69K
+ 210.92%
$22.01 - $66.82 $81.2K - $246K
5.44K $123K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
63
+ 4.46%
$55.73 - $66.16 $3.51K - $4.17K
1.48K $88K
AMP
Ameriprise Financial Inc

Financial Services
9
+ 56.25%
$473.15 - $574.01 $4.26K - $5.17K
25 $13K
EXEL
Exelixis, Inc.

Healthcare
194
New
$25.39 - $36.46 $4.93K - $7.07K
194 $6K
GM
General Motors CO

Consumer Cyclical
24
+ 4.7%
$44.82 - $60.2 $1.08K - $1.44K
535 $28K
FDX
Fedex Corp

Industrials
6
+ 1.13%
$260.5 - $305.15 $1.56K - $1.83K
537 $151K
HGER
Harbor ETF Tr All Weather Infl
277
+ 122.57%
$21.78 - $23.27 $6.03K - $6.45K
503 $11K
GNRC
Generac Holdings Inc.

Industrials
34
+ 850.0%
$154.28 - $195.11 $5.25K - $6.63K
38 $5K
OKTA
Okta, Inc.

Technology
64
New
$71.81 - $86.11 $4.6K - $5.51K
64 $5K
CSCO
Cisco Systems, Inc.

Technology
8
+ 0.99%
$52.45 - $60.02 $420 - $480
818 $48K
EQT
Eqt Corp

Energy
1
+ 0.2%
$35.62 - $46.89 $35.6 - $46.9
491 $22K
AIG
American International Group, Inc.

Financial Services
85
+ 11.1%
$70.0 - $79.22 $5.95K - $6.73K
851 $61K
COF
Capital One Financial Corp

Financial Services
20
+ 46.51%
$145.19 - $192.01 $2.9K - $3.84K
63 $11K
Activity Summary
Buys All Purchases 421 New Holdings 65 Increased Positions 356 Sells All Sells 323 Reductions 323 Sold out 0 Options Calls 0 Puts 0
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