Carolinas Wealth Consulting LLC Incresed Positions in Q4 2024

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
45.5K
+ 1323.73%
$481.22 - $538.17 $21.9M - $24.5M
48.9K $25M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.72K
+ 0.99%
$95.27 - $107.82 $449K - $509K
481K $49.7M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
46.8K
+ 242.87%
$65.67 - $69.79 $3.08M - $3.27M
66.1K $4.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.31K
+ 7.67%
$521.84 - $558.82 $2.25M - $2.41M
60.5K $32.6M
VTV
Vanguard Value ETF

ETFs
13.3K
+ 149.77%
$168.32 - $181.87 $2.24M - $2.42M
22.2K $3.76M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
43.4K
+ 23.42%
$50.37 - $50.6 $2.18M - $2.19M
229K $11.5M
PRF
Invesco Exchange Traded Fd Tr

ETFs
27.6K
+ 20.15%
$40.15 - $42.9 $1.11M - $1.18M
165K $6.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.45K
+ 7.66%
$442.29 - $483.08 $642K - $701K
20.4K $9.25M
FCNCA
First Citizens Bancshares Inc

Financial Services
233
+ 1456.25%
$1818.92 - $2353.08 $424K - $548K
249 $526K
VTI
Vanguard Total Stock Market Et

ETFs
572
+ 1.87%
$280.04 - $302.45 $160K - $173K
31.2K $9.05M
FHN
First Horizon Corp

Financial Services
14.1K
+ 359.48%
$14.91 - $21.42 $210K - $302K
18K $362K
GVLU
Tidal ETF Tr Gotham 1000 Value
10.3K
+ 58.88%
$23.49 - $25.95 $241K - $267K
27.7K $655K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.31K
+ 4.95%
$34.49 - $39.24 $79.6K - $90.6K
49K $1.82M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.84K
+ 251.64%
$43.84 - $48.76 $168K - $187K
5.36K $235K
VUG
Vanguard Growth ETF

ETFs
30
+ 0.58%
$378.79 - $428.11 $11.4K - $12.8K
5.23K $2.15M
DIS
Walt Disney CO

Communication Services
15
+ 0.16%
$92.39 - $117.6 $1.39K - $1.76K
9.65K $1.07M
IVW
Ishares S&P 500 Growth ETF

ETFs
23
+ 0.1%
$94.43 - $105.47 $2.17K - $2.43K
22K $2.23M
GS
Goldman Sachs Group Inc

Financial Services
188
+ 70.94%
$486.1 - $608.57 $91.4K - $114K
453 $259K
FANG
Diamondback Energy, Inc.

Energy
733
+ 458.13%
$153.06 - $199.5 $112K - $146K
893 $146K
AJG
Arthur J. Gallagher & Co.

Financial Services
363
+ 4033.33%
$278.49 - $315.16 $101K - $114K
372 $105K
NVO
Novo Nordisk A S

Healthcare
985
+ 920.56%
$85.0 - $120.04 $83.7K - $118K
1.09K $93K
ADP
Automatic Data Processing Inc

Industrials
189
+ 15.33%
$280.08 - $307.97 $52.9K - $58.2K
1.42K $416K
IAU
Ishares Gold Trust

ETFs
1.5K
+ 33.33%
$48.37 - $52.65 $72.6K - $79K
6K $297K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
159
+ 2.96%
$129.96 - $144.97 $20.7K - $23.1K
5.53K $770K
CLH
Clean Harbors Inc

Industrials
252
+ 2800.0%
$228.61 - $263.39 $57.6K - $66.4K
261 $60K
CTAS
Cintas Corp

Industrials
308
+ 855.56%
$182.7 - $226.47 $56.3K - $69.8K
344 $62K
TMP
Tompkins Financial Corp

Financial Services
43
+ 0.83%
$56.09 - $78.15 $2.41K - $3.36K
5.2K $352K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
607
+ 26.25%
$91.94 - $100.02 $55.8K - $60.7K
2.92K $270K
WFC
Wells Fargo & Company

Financial Services
293
+ 16.35%
$54.98 - $77.35 $16.1K - $22.7K
2.09K $146K
SCHG
Schwab Strategic Tr Us Large C

ETFs
17.9K
+ 299.97%
$25.93 - $105.3 $465K - $1.89M
23.9K $666K
PNC
Pnc Financial Services Group, Inc.

Financial Services
18
+ 0.36%
$178.39 - $215.0 $3.21K - $3.87K
5.01K $965K
HWM
Howmet Aerospace Inc.

Industrials
347
+ 754.35%
$99.72 - $120.09 $34.6K - $41.7K
393 $42K
ET
Energy Transfer LP

Energy
1.07K
+ 27.63%
$16.05 - $19.86 $17.2K - $21.3K
4.96K $97K
XLG
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.02%
$46.94 - $51.62 $141 - $155
14K $697K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
497
+ 2.55%
$61.68 - $67.87 $30.7K - $33.7K
20K $1.24M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
928
+ 5.96%
$49.79 - $51.14 $46.2K - $47.5K
16.5K $826K
IWP
Ishares Russell Mid Cap Growth

ETFs
3
+ 0.1%
$116.4 - $138.52 $349 - $416
3.08K $390K
C
Citigroup Inc

Financial Services
344
+ 43.88%
$61.31 - $72.5 $21.1K - $24.9K
1.13K $79K
XLF
Financial Sector Spdr

ETFs
400
+ 10.89%
$44.89 - $51.34 $18K - $20.5K
4.07K $196K
FISV
Fiserv Inc

Technology
246
+ 1025.0%
N/A
270 $33K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
39
+ 30.71%
$260.53 - $404.79 $10.2K - $15.8K
166 $63K
IDCC
Inter Digital, Inc.

Communication Services
1
+ 0.19%
$142.61 - $200.59 $143 - $201
541 $104K
SCHW
Schwab Charles Corp

Financial Services
17
+ 0.58%
$63.31 - $82.85 $1.08K - $1.41K
2.93K $216K
T
At&T Inc.

Communication Services
384
+ 1.62%
$21.22 - $23.88 $8.15K - $9.17K
24.2K $550K
FTLS
First Tr Long/Short Equity ETF

ETFs
45
+ 0.43%
$63.1 - $67.29 $2.84K - $3.03K
10.4K $687K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3
+ 0.24%
$340.59 - $380.5 $1.02K - $1.14K
1.27K $463K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 44.44%
$4100.99 - $5300.34 $16.4K - $21.2K
13 $64K
XSW
Spdr S&P Software & Services E

ETFs
25
+ 3.31%
$156.76 - $204.72 $3.92K - $5.12K
780 $147K
IJS
Ishares S&P Smallcap 600 Value

ETFs
210
+ 7.19%
$104.59 - $118.05 $22K - $24.8K
3.13K $340K
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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