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
NRG
Nrg Energy, Inc.

Utilities
5
+ 17.24%
$68.89 - $91.22 $344 - $456
34 $3K
AEM
Agnico Eagle Mines LTD

Basic Materials
13
New
$65.04 - $84.24 $846 - $1.1K
13 $1K
KIM
Kimco Realty Corp

Real Estate
15
+ 33.33%
$19.24 - $24.06 $289 - $361
60 $1K
KMI
Kinder Morgan, Inc.

Energy
15
+ 31.25%
$19.72 - $22.22 $296 - $333
63 $1K
KHC
Kraft Heinz CO

Consumer Defensive
10
+ 8.55%
$31.86 - $36.13 $319 - $361
127 $4K
OMC
Omnicom Group Inc.

Communication Services
5
+ 10.64%
$87.69 - $103.9 $438 - $520
52 $5K
FANG
Diamondback Energy, Inc.

Energy
23
+ 16.79%
$168.46 - $210.94 $3.87K - $4.85K
160 $27K
OLED
Universal Display Corp Pa

Technology
1
+ 14.29%
$157.72 - $236.42 $158 - $236
8 $1K
DXCM
Dexcom Inc

Healthcare
10
+ 100.0%
$64.0 - $116.06 $640 - $1.16K
20 $1K
DSGX
Descartes Systems Group Inc

Technology
1
+ 4.55%
$93.79 - $104.9 $93.8 - $105
23 $2K
DECK
Deckers Outdoor Corp

Consumer Cyclical
6
New
$150.73 - $974.56 $904 - $5.85K
6 $0
EPAM
Epam Systems, Inc.

Technology
2
+ 100.0%
$185.58 - $185.58 $371 - $371
4 $0
TSN
Tyson Foods, Inc.

Consumer Defensive
5
+ 45.45%
$55.91 - $65.87 $280 - $329
16 $0
Linde PLC
11
+ 5.0%
N/A
231 $0
STX
Seagate Technology Holdings PLC

Technology
5
+ 50.0%
$92.1 - $110.76 $461 - $554
15 $1K
Smurfit Westrock PLC
516
New
N/A
516 $0
AZPN
Aspen Technology, Inc.

Technology
4
New
$172.9 - $239.26 $692 - $957
4 $0
AEIS
Advanced Energy Industries Inc

Industrials
3
+ 7.89%
$92.85 - $119.61 $279 - $359
41 $4K
TRMB
Trimble Inc.

Technology
5
New
$49.82 - $62.06 $249 - $310
5 $0
ABNB
Airbnb, Inc.

Consumer Cyclical
6
+ 75.0%
$113.01 - $154.34 $678 - $926
14 $1K
DSMC
ETF Ser Solutions Distillate S
172
+ 11.82%
N/A
1.63K $0
TYL
Tyler Technologies Inc

Technology
1
+ 50.0%
$499.52 - $595.46 $500 - $595
3 $1K
AES
Aes Corp

Utilities
5
+ 5.62%
$16.18 - $20.07 $80.9 - $100
94 $1K
Te Connectivity PLC
112
New
N/A
112 $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2
New
$320.55 - $412.94 $641 - $826
2 $0
QTUM
ETF Ser Solutions Defiance Qua
131
New
N/A
131 $0
ENVX
Enovix Corp

Industrials
42
New
$7.61 - $18.31 $320 - $769
42 $0
UDR
Udr, Inc.

Real Estate
10
+ 200.0%
$39.96 - $47.13 $400 - $471
15 $0
DAR
Darling Ingredients Inc.

Consumer Defensive
13
+ 19.4%
$33.99 - $41.78 $442 - $543
80 $2K
Allbirds Inc
63
New
N/A
63 $0
ANSS
Ansys Inc

Technology
1
+ 10.0%
$296.54 - $331.25 $297 - $331
11 $3K
BRO
Brown & Brown, Inc.

Financial Services
5
New
$89.11 - $105.82 $446 - $529
5 $0
WYNN
Wynn Resorts LTD

Consumer Cyclical
5
New
$73.55 - $97.62 $368 - $488
5 $0
APA
Apa Corp

Energy
10
+ 27.78%
$23.34 - $32.22 $233 - $322
46 $1K
ARVN
Arvinas, Inc.

Healthcare
3
New
$23.66 - $32.73 $71 - $98.2
3 $0
VKTX
Viking Therapeutics, Inc.

Healthcare
8
New
$49.84 - $70.47 $399 - $564
8 $0
BIO
Bio Rad Laboratories, Inc.

Healthcare
1
New
$263.97 - $344.64 $264 - $345
1 $0
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
15
New
$26.71 - $39.42 $401 - $591
15 $0
AXON
Axon Enterprise, Inc.

Industrials
1
New
$286.16 - $399.6 $286 - $400
1 $0
BALL
Ball Corp

Consumer Cyclical
5
+ 29.41%
$58.86 - $67.91 $294 - $340
22 $1K
Bkv Corp
5K
New
N/A
5K $0
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3
+ 20.0%
$85.44 - $110.36 $256 - $331
18 $1K
APH
Amphenol Corp

Technology
10
+ 8.2%
$58.39 - $70.41 $584 - $704
132 $8K
Corpay Inc
2
New
N/A
2 $0
Core Laboratories Inc
21
+ 24.14%
N/A
108 $0
Cooper Cos Inc
5
New
N/A
5 $0
AEE
Ameren Corp

Utilities
5
+ 17.24%
$70.45 - $87.46 $352 - $437
34 $2K
ED
Consolidated Edison Inc

Utilities
5
+ 125.0%
$88.42 - $104.97 $442 - $525
9 $0
Veralto Corp
5
+ 0.49%
N/A
1.02K $0
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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