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
FOXF
Fox Factory Holding Corp

Consumer Cyclical
17
New
$29.05 - $41.22 $494 - $701
17 $0
ES
Eversource Energy

Utilities
3
+ 6.98%
$55.9 - $67.73 $168 - $203
46 $2K
EMB
Ishares Tr

ETFs
3
+ 150.0%
$88.94 - $93.46 $267 - $280
5 $0
IQV
Iqvia Holdings Inc.

Healthcare
2
+ 8.33%
$190.97 - $236.63 $382 - $473
26 $5K
CBOE
Cboe Global Markets, Inc.

Financial Services
2
New
$191.61 - $217.84 $383 - $436
2 $0
CRL
Charles River Laboratories International, Inc.

Healthcare
1
New
$178.58 - $220.69 $179 - $221
1 $0
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
56
+ 58.33%
$10.4 - $12.75 $582 - $714
152 $1K
GBCI
Glacier Bancorp, Inc.

Financial Services
10
+ 37.04%
$44.09 - $58.89 $441 - $589
37 $1K
IFF
International Flavors & Fragrances Inc

Basic Materials
5
+ 41.67%
$83.96 - $106.19 $420 - $531
17 $1K
EXC
Exelon Corp

Utilities
2
+ 0.75%
$36.22 - $40.97 $72.4 - $81.9
268 $10K
EWJ
Ishares Msci Japan ETF

ETFs
1
+ 1.67%
$66.18 - $71.84 $66.2 - $71.8
61 $4K
DTE
Dte Energy CO

Utilities
5
+ 26.32%
$117.04 - $129.77 $585 - $649
24 $2K
QTUM
ETF Ser Solutions Defiance Qua
122
+ 93.13%
N/A
253 $0
MAS
Masco Corp

Industrials
6
+ 18.75%
$72.52 - $85.73 $435 - $514
38 $2K
MTRN
Materion Corp

Basic Materials
8
+ 80.0%
$97.0 - $120.21 $776 - $962
18 $1K
MOS
Mosaic CO

Basic Materials
15
+ 68.18%
$23.87 - $28.34 $358 - $425
37 $0
MEDP
Medpace Holdings, Inc.

Healthcare
1
+ 50.0%
$308.93 - $363.58 $309 - $364
3 $0
TAP
Molson Coors Beverage CO

Consumer Defensive
10
New
$53.97 - $63.88 $540 - $639
10 $0
MET
Metlife Inc

Financial Services
9
+ 1.84%
$78.15 - $88.25 $703 - $794
499 $40K
DG
Dollar General Corp

Consumer Defensive
5
+ 62.5%
$73.27 - $84.47 $366 - $422
13 $0
MAA
Mid America Apartment Communities Inc.

Real Estate
4
New
$149.17 - $165.2 $597 - $661
4 $0
MRNA
Moderna, Inc.

Healthcare
3
+ 25.0%
$36.85 - $63.93 $111 - $192
15 $0
MOD
Modine Manufacturing CO

Consumer Cyclical
3
+ 37.5%
$109.77 - $143.22 $329 - $430
11 $1K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6
+ 0.48%
$40.38 - $44.35 $242 - $266
1.25K $51K
CAG
Conagra Brands Inc.

Consumer Defensive
5
+ 27.78%
$26.48 - $32.72 $132 - $164
23 $0
SHOO
Steven Madden, Ltd.

Consumer Cyclical
7
+ 30.43%
$41.59 - $49.7 $291 - $348
30 $1K
MGM
Mgm Resorts International

Consumer Cyclical
4
+ 10.81%
$33.44 - $41.99 $134 - $168
41 $1K
KKS.F
Joint Stock Company Kaspi.Kz

Technology
700
New
N/A
700 $0
K
Kellogg CO

Consumer Defensive
3
+ 9.09%
$80.34 - $81.29 $241 - $244
36 $2K
Kenvue Inc
75
+ 12.46%
N/A
677 $0
ENPH
Enphase Energy, Inc.

Technology
1
+ 25.0%
$59.52 - $111.18 $59.5 - $111
5 $0
Labcorp Holdings Inc
9
+ 3.88%
N/A
241 $0
EXP
Eagle Materials Inc

Basic Materials
2
+ 40.0%
$246.48 - $315.29 $493 - $631
7 $1K
ONTO
Onto Innovation Inc.

Technology
1
+ 14.29%
$158.54 - $225.02 $159 - $225
8 $1K
Lam Research Corp
1.09K
New
N/A
1.09K $0
MOH
Molina Healthcare, Inc.

Healthcare
1
New
$274.73 - $341.91 $275 - $342
1 $0
Crane Company
4
+ 26.67%
N/A
19 $0
Blackrock Inc
210
New
N/A
210 $0
DSMC
ETF Ser Solutions Distillate S
66
+ 4.06%
N/A
1.69K $0
LYG
Lloyds Banking Group PLC

Financial Services
497
+ 51.13%
$2.67 - $3.23 $1.33K - $1.61K
1.47K $3K
Lazard Inc
15
+ 27.78%
N/A
69 $0
ACWI
Ishares Msci Acwi ETF

ETFs
7
+ 0.6%
$117.05 - $123.03 $819 - $861
1.18K $138K
PIE
Invesco Exchange Traded Fd Tr

ETFs
599
+ 6.47%
$19.22 - $20.71 $11.5K - $12.4K
9.85K $189K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
2
+ 0.89%
$46.96 - $51.46 $93.9 - $103
226 $10K
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
1
+ 0.85%
$34.78 - $60.36 $34.8 - $60.4
118 $4K
ING
Ing Groep Nv

Financial Services
1
+ 0.87%
$15.1 - $17.73 $15.1 - $17.7
116 $1K
X
United States Steel Corp

Basic Materials
2
+ 0.19%
$30.14 - $42.31 $60.3 - $84.6
1.03K $35K
MDT
Medtronic PLC

Healthcare
46
+ 10.45%
$79.61 - $92.24 $3.66K - $4.24K
486 $38K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5
+ 0.81%
$51.09 - $55.27 $255 - $276
625 $31K
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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