Carolinas Wealth Consulting LLC Incresed Positions in Q3 2024

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
12.4K
+ 17.41%
$160.76 - $177.82 $2M - $2.21M
83.8K $14.5M
VONV
Vanguard Russell 1000 Value Et

ETFs
7.56K
+ 2.77%
$76.07 - $83.33 $575K - $630K
280K $23.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.61K
+ 0.54%
$77.02 - $85.06 $124K - $137K
301K $25.5M
AAPL
Apple Inc.

Technology
119
+ 0.13%
$207.23 - $234.82 $24.7K - $27.9K
90.7K $21.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.98K
+ 11.67%
$405.19 - $478.57 $803K - $948K
19K $8.73M
META
Meta Platforms, Inc.

Communication Services
53
+ 0.35%
$453.41 - $572.44 $24K - $30.3K
15.1K $8.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
129
+ 0.51%
$517.38 - $573.86 $66.7K - $74K
25.2K $14.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
317
+ 0.21%
$41.9 - $48.26 $13.3K - $15.3K
149K $7.13M
DUK
Duke Energy Corp

Utilities
1.34K
+ 4.57%
$99.35 - $117.71 $133K - $157K
30.6K $3.53M
VTI
Vanguard Total Stock Market Et

ETFs
321
+ 1.06%
$255.18 - $283.2 $81.9K - $90.9K
30.6K $8.68M
PRF
Invesco Exchange Traded Fd Tr

ETFs
3.78K
+ 2.84%
$37.33 - $40.63 $141K - $153K
137K $5.56M
VEA
Vanguard Ftse Developed Market

ETFs
2.19K
+ 2.05%
$47.6 - $53.31 $104K - $117K
109K $5.75M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.92K
+ 3.49%
$53.41 - $57.9 $156K - $169K
86.6K $5.01M
VTV
Vanguard Value ETF

ETFs
1.66K
+ 23.02%
$159.75 - $174.57 $266K - $290K
8.88K $1.55M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.98K
+ 34.83%
$61.47 - $67.36 $306K - $336K
19.3K $1.3M
NVDA
Nvidia Corp

Technology
3.76K
+ 11.62%
$98.91 - $134.91 $372K - $508K
36.2K $4.39M
TSLA
Tesla, Inc.

Consumer Cyclical
324
+ 7.48%
$191.76 - $263.26 $62.1K - $85.3K
4.66K $1.22M
ABBV
Abb Vie Inc.

Healthcare
461
+ 4.5%
$163.84 - $199.33 $75.5K - $91.9K
10.7K $2.11M
HD
Home Depot, Inc.

Consumer Cyclical
549
+ 43.88%
$333.64 - $405.2 $183K - $222K
1.8K $729K
TCHP
T Rowe Price Exchange Traded F

Technology
2.65K
+ 1.46%
$35.14 - $40.43 $93.1K - $107K
185K $7.32M
CGDV
Capital Group Divid Value ETF

ETFs
1.14K
+ 1.73%
$32.96 - $36.48 $37.4K - $41.4K
67K $2.44M
PNC
Pnc Financial Services Group, Inc.

Financial Services
783
+ 18.61%
$156.14 - $187.2 $122K - $147K
4.99K $922K
BAC
Bank Of America Corp

Financial Services
6.37K
+ 9.45%
$36.65 - $44.13 $233K - $281K
73.8K $2.93M
TFC
Truist Financial Corp

Financial Services
5.04K
+ 89.25%
$38.22 - $44.94 $193K - $227K
10.7K $457K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.5K
+ 3606.19%
$49.7 - $56.11 $174K - $196K
3.6K $197K
SKX
Skechers Usa Inc

Consumer Cyclical
3K
+ 42.86%
$59.45 - $70.15 $178K - $210K
10K $669K
KKR
Kkr & Co. Inc.

Financial Services
414
+ 8.44%
$104.51 - $133.23 $43.3K - $55.2K
5.32K $694K
IWB
Ishares Tr Russell 1000 ETF

ETFs
330
+ 7.69%
$283.28 - $314.39 $93.5K - $104K
4.62K $1.45M
IVE
Ishares S&P 500 Value ETF

ETFs
38
+ 0.35%
$181.06 - $197.17 $6.88K - $7.49K
10.8K $2.12M
EEM
Ishares Msci Emerging Markets

ETFs
2.25K
+ 15.04%
$40.42 - $46.7 $90.9K - $105K
17.2K $788K
CARR
Carrier Global Corp

Industrials
1.01K
+ 26.2%
$61.9 - $80.88 $62.3K - $81.4K
4.85K $390K
AVGO
Broadcom Inc.

Technology
12K
+ 893.6%
$136.27 - $1745.86 $1.64M - $21M
13.3K $2.3M
ENB
Enbridge Inc

Energy
2.3K
+ 22.9%
$35.27 - $41.18 $81K - $94.5K
12.3K $500K
JFR
Nuveen Floating Rate Income Fund

Financial Services
15.3K
+ 80.31%
$8.36 - $9.0 $128K - $138K
34.4K $303K
IBM
International Business Machines Corp

Technology
35
+ 1.41%
$175.1 - $223.38 $6.13K - $7.82K
2.51K $555K
VB
Vanguard Small Cap ETF

ETFs
29
+ 0.46%
$214.77 - $237.72 $6.23K - $6.89K
6.29K $1.49M
CGGR
Capital Group Growth ETF Shs C

ETFs
985
+ 2.16%
$30.71 - $34.79 $30.2K - $34.3K
46.7K $1.62M
IVW
Ishares S&P 500 Growth ETF

ETFs
547
+ 2.55%
$84.77 - $97.13 $46.4K - $53.1K
22K $2.1M
ACN
Accenture PLC

Technology
8
+ 0.35%
$295.44 - $355.81 $2.36K - $2.85K
2.27K $803K
RTX
Raytheon Technologies Corp

Industrials
352
+ 10.11%
$99.55 - $123.34 $35K - $43.4K
3.83K $464K
MELI
Mercadolibre Inc

Consumer Cyclical
50
+ 263.16%
$1591.44 - $2140.1 $79.6K - $107K
69 $141K
QQQ
Invesco Qqq Trust, Series 1

ETFs
154
+ 4.69%
$434.77 - $502.96 $67K - $77.5K
3.44K $1.68M
MRK
Merck & Co., Inc.

Healthcare
1.11K
+ 48.65%
$111.15 - $128.97 $124K - $144K
3.4K $386K
ORCL
Oracle Corp

Technology
462
+ 71.3%
$125.9 - $170.35 $58.2K - $78.7K
1.11K $189K
LMAT
Lemaitre Vascular Inc

Healthcare
367
+ 6.22%
$80.3 - $92.89 $29.5K - $34.1K
6.27K $582K
CGCP
Capital Group Core Plus Income

ETFs
3.08K
+ 11.75%
$22.12 - $23.31 $68K - $71.7K
29.3K $676K
CGXU
Capital Group Intl Focus Equit

ETFs
1.2K
+ 2.61%
$24.27 - $27.46 $29.2K - $33K
47.2K $1.27M
PDP
Invesco Exchange Traded Fd Tr

ETFs
470
+ 6.2%
$91.9 - $103.31 $43.2K - $48.6K
8.05K $831K
SYK
Stryker Corp

Healthcare
149
+ 9.14%
$315.94 - $371.96 $47.1K - $55.4K
1.78K $642K
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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