Carolinas Wealth Consulting LLC Purchases in Q3 2024

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NDAQ
Nasdaq, Inc.

Financial Services
20
+ 12.5%
$59.48 - $74.31 $1.19K - $1.49K
180 $13K
PAVE
Global X Fds Us Infrastructure

ETFs
119
New
$36.39 - $41.16 $4.33K - $4.9K
119 $4K
CFG
Citizens Financial Group Inc

Financial Services
11
+ 1.6%
$35.24 - $43.24 $388 - $476
698 $28K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2
+ 0.53%
$77.23 - $87.97 $154 - $176
382 $33K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
17
+ 1.16%
$49.82 - $52.8 $847 - $898
1.48K $77K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
22
+ 18.33%
$101.06 - $115.49 $2.22K - $2.54K
142 $16K
GD
General Dynamics Corp

Industrials
5
+ 3.47%
$279.51 - $308.09 $1.4K - $1.54K
149 $45K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1
+ 0.07%
$42.22 - $48.62 $42.2 - $48.6
1.52K $70K
PEG
Public Service Enterprise Group Inc

Utilities
2
+ 0.94%
$73.58 - $89.21 $147 - $178
214 $19K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
103
+ 2.66%
$9.33 - $10.18 $961 - $1.05K
3.98K $40K
EXR
Extra Space Storage Inc.

Real Estate
5
+ 4.59%
$151.92 - $183.06 $760 - $915
114 $20K
TMUS
T Mobile Us, Inc.

Communication Services
14
+ 45.16%
$175.14 - $206.36 $2.45K - $2.89K
45 $9K
XLU
Utilities Sector Spdr

ETFs
1
+ 0.3%
$67.67 - $80.78 $67.7 - $80.8
339 $27K
VTRS
Viatris Inc

Healthcare
20
+ 0.67%
$10.32 - $12.13 $206 - $243
3.02K $35K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
4
+ 0.32%
$37.68 - $42.0 $151 - $168
1.24K $51K
PLD
Prologis, Inc.

Real Estate
20
+ 32.26%
$111.95 - $132.43 $2.24K - $2.65K
82 $10K
SHV
Ishares Tr

ETFs
26
+ 1.27%
$110.05 - $110.63 $2.86K - $2.88K
2.07K $229K
ODFL
Old Dominion Freight Line, Inc.

Industrials
7
+ 9.86%
$178.41 - $210.18 $1.25K - $1.47K
78 $15K
OGS
One Gas, Inc.

Utilities
41
New
$62.22 - $74.44 $2.55K - $3.05K
41 $3K
KEY
Keycorp

Financial Services
90
+ 13.78%
$13.95 - $17.34 $1.26K - $1.56K
743 $12K
MLM
Martin Marietta Materials Inc

Basic Materials
6
+ 4.14%
$502.48 - $593.35 $3.01K - $3.56K
151 $81K
AXP
American Express CO

Financial Services
5
+ 12.5%
$225.92 - $271.17 $1.13K - $1.36K
45 $12K
BXP
Boston Properties Inc

Real Estate
5
+ 3.4%
$60.3 - $82.49 $302 - $412
152 $12K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5
+ 0.4%
$38.51 - $41.69 $193 - $208
1.24K $51K
BK
Bank Of New York Mellon Corp

Financial Services
20
+ 24.39%
$59.54 - $72.17 $1.19K - $1.44K
102 $7K
CTAS
Cintas Corp

Industrials
30
+ 500.0%
$201.38 - $819.83 $6.04K - $24.6K
36 $7K
VICI
Vici Properties Inc.

Real Estate
54
+ 40.0%
$27.64 - $34.08 $1.49K - $1.84K
189 $6K
OKE
Oneok Inc

Energy
12
+ 6.7%
$78.62 - $95.27 $943 - $1.14K
191 $17K
HE
Hawaiian Electric Industries Inc

Utilities
330
New
$7.74 - $17.51 $2.55K - $5.78K
330 $3K
CRM
Salesforce, Inc.

Technology
3
+ 2.26%
$238.42 - $276.53 $715 - $830
136 $37K
FCX
Freeport Mcmoran Inc

Basic Materials
29
+ 2.42%
$39.52 - $51.92 $1.15K - $1.51K
1.23K $61K
SONY
Sony Group Corp

Technology
29
+ 49.15%
$81.61 - $98.65 $2.37K - $2.86K
88 $8K
HLN
Haleon PLC

Healthcare
362
New
$8.32 - $10.7 $3.01K - $3.87K
362 $3K
GM
General Motors CO

Consumer Cyclical
88
+ 20.8%
$39.95 - $49.9 $3.52K - $4.39K
511 $22K
UAL
United Airlines Holdings, Inc.

Industrials
10
+ 4.1%
$37.88 - $58.85 $379 - $589
254 $14K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1
+ 0.24%
$66.56 - $75.11 $66.6 - $75.1
419 $31K
FOXA
Fox Corp

Communication Services
10
+ 3.85%
$34.12 - $42.33 $341 - $423
270 $11K
FITB
Fifth Third Bancorp

Financial Services
30
+ 29.7%
$36.01 - $43.64 $1.08K - $1.31K
131 $5K
RDVY
First Trust Rising Dividend Ac

ETFs
2
+ 0.65%
$53.68 - $59.24 $107 - $118
311 $18K
HWM
Howmet Aerospace Inc.

Industrials
15
+ 48.39%
$77.3 - $100.22 $1.16K - $1.5K
46 $4K
EXPD
Expeditors International Of Washington Inc

Industrials
8
+ 4.88%
$116.1 - $131.42 $929 - $1.05K
172 $22K
EXPE
Expedia Group, Inc.

Consumer Cyclical
10
+ 250.0%
$112.12 - $149.09 $1.12K - $1.49K
14 $2K
EXC
Exelon Corp

Utilities
12
+ 4.72%
$34.24 - $40.55 $411 - $487
266 $10K
EQR
Equity Residential

Real Estate
5
+ 1.55%
$67.19 - $78.09 $336 - $390
328 $24K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
10
+ 0.82%
$45.6 - $46.83 $456 - $468
1.23K $57K
ETR
Entergy Corp

Utilities
5
+ 11.36%
$104.75 - $131.61 $524 - $658
49 $6K
WAT
Waters Corp

Healthcare
6
New
$282.7 - $359.89 $1.7K - $2.16K
6 $2K
FISV
Fiserv Inc

Technology
11
+ 84.62%
N/A
24 $3K
IT
Gartner Inc

Technology
2
+ 15.38%
$441.32 - $516.47 $883 - $1.03K
15 $7K
Activity Summary
Buys All Purchases 486 New Holdings 73 Increased Positions 413 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 0 Puts 0
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