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
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
5
+ 50.0%
$174.04 - $205.27 $870 - $1.03K
15 $2K
TECH
Bio Techne Corp

Healthcare
21
+ 72.41%
$66.37 - $78.17 $1.39K - $1.64K
50 $3K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
22
+ 110.0%
$49.77 - $64.58 $1.09K - $1.42K
42 $2K
OEF
Ishares S&P 100 ETF

ETFs
3
+ 0.38%
N/A
802 $213K
ABCB
Ameris Bancorp

Financial Services
12
+ 54.55%
$60.0 - $72.37 $720 - $868
34 $2K
SUM
Summit Materials, Inc.

Basic Materials
22
+ 59.46%
$36.82 - $51.66 $810 - $1.14K
59 $2K
AZEK
Azek CO Inc.

Industrials
6
+ 28.57%
$42.23 - $54.76 $253 - $329
27 $1K
NBIX
Neurocrine Biosciences Inc

Healthcare
4
+ 66.67%
$111.62 - $139.44 $446 - $558
10 $1K
BCPC
Balchem Corp

Basic Materials
3
+ 60.0%
$163.0 - $183.41 $489 - $550
8 $1K
AZTA
Azenta, Inc.

Healthcare
30
New
$40.37 - $51.57 $1.21K - $1.55K
30 $1K
MTDR
Matador Resources CO

Energy
20
+ 71.43%
$50.33 - $60.91 $1.01K - $1.22K
48 $2K
MLM
Martin Marietta Materials Inc

Basic Materials
8
+ 5.3%
$516.5 - $619.58 $4.13K - $4.96K
159 $82K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
8
New
$165.45 - $196.93 $1.32K - $1.58K
8 $1K
EL
Estee Lauder Companies Inc

Consumer Defensive
15
New
$62.74 - $97.24 $941 - $1.46K
15 $1K
SSB
South State Corp

Financial Services
5
+ 4.13%
$94.05 - $111.93 $470 - $560
126 $12K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
71
New
$22.71 - $23.47 $1.61K - $1.67K
71 $1K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
106
+ 2.1%
$7.22 - $8.05 $765 - $853
5.15K $39K
JBL
Jabil Inc

Technology
10
New
$118.97 - $147.77 $1.19K - $1.48K
10 $1K
BP
Bp PLC

Energy
92
+ 9.54%
$28.16 - $33.14 $2.59K - $3.05K
1.06K $31K
SYY
Sysco Corp

Consumer Defensive
35
+ 4.45%
$73.63 - $81.77 $2.58K - $2.86K
821 $62K
BIIB
Biogen Inc.

Healthcare
10
+ 500.0%
$146.47 - $191.55 $1.46K - $1.92K
12 $1K
TRGP
Targa Resources Corp.

Energy
4
+ 80.0%
$150.58 - $207.69 $602 - $831
9 $1K
SLGN
Silgan Holdings Inc

Consumer Cyclical
17
+ 47.22%
$50.6 - $57.53 $860 - $978
53 $2K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
4
+ 22.22%
$101.82 - $114.06 $407 - $456
22 $2K
CMS
Cms Energy Corp

Utilities
18
+ 58.06%
$65.76 - $71.94 $1.18K - $1.29K
49 $3K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
23
New
$42.99 - $56.89 $989 - $1.31K
23 $1K
ENSG
Ensign Group, Inc

Healthcare
7
+ 63.64%
$132.78 - $156.91 $929 - $1.1K
18 $2K
ELS
Equity Lifestyle Properties Inc

Real Estate
28
+ 93.33%
$66.06 - $72.51 $1.85K - $2.03K
58 $3K
GLDM
World Gold Trust

ETFs
2
+ 0.55%
$50.76 - $55.23 $102 - $110
366 $19K
WELL
Welltower Inc.

Real Estate
2
+ 5.13%
$123.11 - $139.3 $246 - $279
41 $5K
WAT
Waters Corp

Healthcare
3
+ 50.0%
$323.11 - $392.01 $969 - $1.18K
9 $3K
FNB
Fnb Corp

Financial Services
11
+ 0.75%
$13.56 - $17.29 $149 - $190
1.48K $21K
VCYT
Veracyte, Inc.

Healthcare
19
+ 76.0%
$31.92 - $44.4 $606 - $844
44 $1K
A
Agilent Technologies, Inc.

Healthcare
15
+ 26.32%
$125.69 - $146.56 $1.89K - $2.2K
72 $9K
FIVN
Five9, Inc.

Technology
13
+ 108.33%
$27.26 - $43.41 $354 - $564
25 $1K
ALB
Albemarle Corp

Basic Materials
8
+ 160.0%
$86.08 - $111.3 $689 - $890
13 $1K
ALGT
Allegiant Travel CO

Industrials
6
+ 85.71%
$55.0 - $94.12 $330 - $565
13 $1K
AEP
American Electric Power CO Inc

Utilities
15
+ 24.19%
$90.91 - $102.21 $1.36K - $1.53K
77 $7K
GNTX
Gentex Corp

Consumer Cyclical
19
+ 57.58%
$28.6 - $31.34 $543 - $595
52 $1K
NPO
Enpro Industries, Inc

Industrials
6
+ 60.0%
$145.61 - $195.16 $874 - $1.17K
16 $2K
AES
Aes Corp

Utilities
75
+ 79.79%
$12.44 - $20.24 $933 - $1.52K
169 $2K
CR
Crane Holdings, Co.

Industrials
13
+ 68.42%
$148.97 - $184.96 $1.94K - $2.4K
32 $4K
SNN
Smith & Nephew PLC

Healthcare
41
New
$24.29 - $30.81 $996 - $1.26K
41 $1K
DSGX
Descartes Systems Group Inc

Technology
10
+ 43.48%
$100.21 - $121.37 $1K - $1.21K
33 $3K
ED
Consolidated Edison Inc

Utilities
13
+ 144.44%
$88.87 - $107.38 $1.16K - $1.4K
22 $1K
ALC
Alcon Inc

Healthcare
22
+ 35.48%
$83.87 - $99.15 $1.85K - $2.18K
84 $7K
DIOD
Diodes Inc

Technology
32
New
$53.01 - $66.3 $1.7K - $2.12K
32 $1K
DLTR
Dollar Tree, Inc.

Consumer Defensive
22
+ 51.16%
$61.21 - $76.19 $1.35K - $1.68K
65 $4K
HELE
Helen Of Troy LTD

Consumer Defensive
18
New
$59.46 - $73.79 $1.07K - $1.33K
18 $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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