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
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 4.89%
$385.02 - $431.37 $33.9K - $38K
1.89K $734K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
79
New
$56.27 - $69.89 $4.45K - $5.52K
79 $4K
IP
International Paper CO

Consumer Cyclical
24
+ 4.24%
$46.64 - $59.57 $1.12K - $1.43K
590 $31K
CTRA
Coterra Energy Inc.

Energy
125
+ 15.39%
$22.71 - $27.63 $2.84K - $3.45K
937 $23K
OC
Owens Corning

Industrials
27
New
$169.41 - $210.81 $4.57K - $5.69K
27 $4K
SNX
Td Synnex Corp

Technology
42
New
$114.71 - $125.79 $4.82K - $5.28K
42 $4K
ANSS
Ansys Inc

Technology
10
+ 90.91%
$313.05 - $361.45 $3.13K - $3.61K
21 $7K
CTVA
Corteva, Inc.

Basic Materials
64
+ 53.78%
$55.21 - $64.13 $3.53K - $4.1K
183 $10K
TTE
Total Energies Se

Energy
56
+ 47.86%
N/A
173 $11K
KMI
Kinder Morgan, Inc.

Energy
99
+ 157.14%
$22.59 - $28.54 $2.24K - $2.83K
162 $4K
TRMB
Trimble Inc.

Technology
47
+ 940.0%
$60.21 - $75.4 $2.83K - $3.54K
52 $3K
CME
Cme Group Inc.

Financial Services
7
+ 6.73%
$221.17 - $246.02 $1.55K - $1.72K
111 $25K
NEAR
Blackrock Short Maturity Bond

ETFs
66
New
$50.28 - $51.08 $3.32K - $3.37K
66 $3K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.55K
+ 199.89%
$22.4 - $68.28 $79.4K - $242K
5.32K $123K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
87
+ 255.88%
$24.82 - $25.48 $2.16K - $2.22K
121 $3K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
19
+ 1.06%
$89.88 - $101.38 $1.71K - $1.93K
1.81K $168K
IEMG
Ishares Inc

ETFs
60
+ 0.61%
N/A
9.94K $533K
PUK
Prudential PLC

Financial Services
207
New
$15.52 - $18.99 $3.21K - $3.93K
207 $3K
XEL
Xcel Energy Inc

Utilities
39
+ 36.45%
$62.16 - $72.92 $2.42K - $2.84K
146 $9K
DE
Deere & CO

Industrials
3
+ 0.98%
$389.45 - $466.0 $1.17K - $1.4K
309 $130K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
53
+ 378.57%
$68.62 - $82.57 $3.64K - $4.38K
67 $4K
GLOB
Globant S.A.

Technology
11
New
$193.45 - $236.83 $2.13K - $2.61K
11 $2K
PFF
Ishares Trust Ishares Pfd And

ETFs
68
New
$31.23 - $33.51 $2.12K - $2.28K
68 $2K
SONY
Sony Group Corp

Technology
425
+ 482.95%
$17.53 - $96.8 $7.45K - $41.1K
513 $10K
CBSH
Commerce Bancshares Inc

Financial Services
29
+ 126.09%
$57.04 - $74.36 $1.65K - $2.16K
52 $3K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
48
+ 7.29%
$9.95 - $12.23 $478 - $587
706 $8K
HDB
Hdfc Bank LTD

Financial Services
36
New
$59.45 - $68.01 $2.14K - $2.45K
36 $2K
JCI
Johnson Controls International PLC

Industrials
3
+ 0.19%
$74.23 - $86.6 $223 - $260
1.58K $124K
NXPI
Nxp Semiconductors N.V.

Technology
12
+ 1200.0%
$207.27 - $255.58 $2.49K - $3.07K
13 $2K
TDY
Teledyne Technologies Inc

Technology
5
+ 71.43%
$436.59 - $489.24 $2.18K - $2.45K
12 $5K
TME
Tencent Music Entertainment Group

Communication Services
210
New
$10.67 - $13.73 $2.24K - $2.88K
210 $2K
CTS
Cts Corp

Technology
46
New
$46.79 - $58.97 $2.15K - $2.71K
46 $2K
NI
Nisource Inc.

Utilities
37
+ 45.12%
$33.74 - $38.25 $1.25K - $1.42K
119 $4K
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 80.0%
$275.15 - $388.2 $1.1K - $1.55K
9 $3K
OSK
Oshkosh Corp

Industrials
17
+ 89.47%
$93.84 - $115.52 $1.6K - $1.96K
36 $3K
OKE
Oneok Inc

Energy
2
+ 1.05%
$92.28 - $117.05 $185 - $234
193 $19K
SABR
Sabre Corp

Consumer Cyclical
772
New
$3.18 - $4.1 $2.45K - $3.17K
772 $2K
RGEN
Repligen Corp

Healthcare
15
New
$123.41 - $160.92 $1.85K - $2.41K
15 $2K
ETR
Entergy Corp

Utilities
59
+ 120.41%
$73.19 - $156.4 $4.32K - $9.23K
108 $8K
XYL
Xylem Inc.

Industrials
28
+ 121.74%
$116.02 - $137.45 $3.25K - $3.85K
51 $5K
ABNB
Airbnb, Inc.

Consumer Cyclical
12
+ 85.71%
$125.36 - $147.37 $1.5K - $1.77K
26 $3K
ROLL
Rbc Bearings Inc

Industrials
9
New
N/A
9 $2K
CHRD
Oasis Petroleum Inc.

Energy
4
+ 66.67%
$110.83 - $137.78 $443 - $551
10 $1K
IWR
Ishares Russell Mid Cap ETF

ETFs
7
+ 0.33%
$87.25 - $95.52 $611 - $669
2.14K $189K
MORN
Morningstar, Inc.

Financial Services
2
+ 40.0%
$312.56 - $358.78 $625 - $718
7 $2K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2
+ 0.28%
$66.77 - $71.52 $134 - $143
707 $48K
INVH
Invitation Homes Inc.

Real Estate
42
New
$31.4 - $34.69 $1.32K - $1.46K
42 $1K
STOT
Spdr Doubleline Short Duration

ETFs
25
New
$46.75 - $47.33 $1.17K - $1.18K
25 $1K
BERY
Berry Global Group, Inc.

Consumer Cyclical
4
+ 33.33%
$64.2 - $72.31 $257 - $289
16 $1K
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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