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
ENB
Enbridge Inc

Energy
39
+ 0.32%
$40.4 - $43.92 $1.58K - $1.71K
12.4K $524K
VB
Vanguard Small Cap ETF

ETFs
17
+ 0.27%
$233.76 - $261.58 $3.97K - $4.45K
6.3K $1.51M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
259
+ 231.25%
$91.29 - $91.8 $23.6K - $23.8K
371 $33K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
253
+ 162.18%
$81.68 - $82.93 $20.7K - $21K
409 $33K
CGUS
Capital Group Core Equity ETF
128
+ 0.58%
$33.96 - $36.24 $4.35K - $4.64K
22.2K $777K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
12
+ 0.32%
$157.33 - $189.22 $1.89K - $2.27K
3.76K $634K
PANW
Palo Alto Networks Inc

Technology
905
+ 98.37%
$181.96 - $405.9 $165K - $367K
1.83K $332K
ORCL
Oracle Corp

Technology
118
+ 10.63%
$165.41 - $192.43 $19.5K - $22.7K
1.23K $204K
TM
Toyota Motor Corp

Consumer Cyclical
10
+ 1.26%
$169.2 - $199.52 $1.69K - $2K
801 $155K
ECL
Ecolab Inc.

Basic Materials
220
+ 12.32%
$234.32 - $261.43 $51.6K - $57.5K
2.01K $469K
DSTL
ETF Ser Solution Distillate Us

ETFs
703
+ 4.92%
$54.74 - $58.88 $38.5K - $41.4K
15K $823K
BA
Boeing CO

Industrials
1
+ 0.21%
$138.14 - $180.72 $138 - $181
476 $84K
VTWG
Vanguard Russell 2000 Growth E

ETFs
9
+ 0.25%
$202.91 - $229.76 $1.83K - $2.07K
3.56K $747K
DFS
Discover Financial Services

Financial Services
2
+ 0.6%
$136.3 - $182.67 $273 - $365
338 $58K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8
+ 14.29%
$1146.59 - $1270.6 $9.17K - $10.2K
64 $75K
MAIN
Main Street Capital Corp

Financial Services
26
+ 2.55%
$49.95 - $58.58 $1.3K - $1.52K
1.05K $61K
LRGF
Ishares Tr

ETFs
91
+ 3.33%
$58.25 - $63.26 $5.3K - $5.76K
2.82K $170K
RKLB
Rocket Lab Usa, Inc.

Industrials
214
+ 104.39%
$9.23 - $28.44 $1.98K - $6.09K
419 $10K
WMB
Williams Companies, Inc.

Energy
7
+ 0.68%
$46.37 - $59.74 $325 - $418
1.03K $55K
TXN
Texas Instruments Inc

Technology
46
+ 10.48%
N/A
485 $94K
XLK
Technology Sector Spdr

ETFs
2
+ 0.16%
$220.26 - $241.44 $441 - $483
1.24K $287K
USB
Us Bancorp \De\

Financial Services
61
+ 2.54%
$43.98 - $53.66 $2.68K - $3.27K
2.46K $117K
HRTX
Heron Therapeutics, Inc.

Healthcare
13.7K
+ 49.37%
$1.06 - $2.12 $14.5K - $29K
41.4K $63K
AON
Aon PLC

Financial Services
14
+ 13.21%
$344.14 - $393.31 $4.82K - $5.51K
120 $43K
MCK
Mckesson Corp

Healthcare
3
+ 3.7%
$482.27 - $628.5 $1.45K - $1.89K
84 $47K
RPM
Rpm International Inc

Basic Materials
25
+ 1.16%
$120.09 - $140.26 $3K - $3.51K
2.18K $267K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.69K
+ 210.92%
$22.01 - $66.82 $81.2K - $246K
5.44K $123K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
63
+ 4.46%
$55.73 - $66.16 $3.51K - $4.17K
1.48K $88K
FDX
Fedex Corp

Industrials
6
+ 1.13%
$260.5 - $305.15 $1.56K - $1.83K
537 $151K
AMP
Ameriprise Financial Inc

Financial Services
9
+ 56.25%
$473.15 - $574.01 $4.26K - $5.17K
25 $13K
HGER
Harbor ETF Tr All Weather Infl
277
+ 122.57%
$21.78 - $23.27 $6.03K - $6.45K
503 $11K
GM
General Motors CO

Consumer Cyclical
24
+ 4.7%
$44.82 - $60.2 $1.08K - $1.44K
535 $28K
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 4.89%
$385.02 - $431.37 $33.9K - $38K
1.89K $734K
COF
Capital One Financial Corp

Financial Services
20
+ 46.51%
$145.19 - $192.01 $2.9K - $3.84K
63 $11K
EQT
Eqt Corp

Energy
1
+ 0.2%
$35.62 - $46.89 $35.6 - $46.9
491 $22K
AIG
American International Group, Inc.

Financial Services
85
+ 11.1%
$70.0 - $79.22 $5.95K - $6.73K
851 $61K
CSCO
Cisco Systems, Inc.

Technology
8
+ 0.99%
$52.45 - $60.02 $420 - $480
818 $48K
GNRC
Generac Holdings Inc.

Industrials
34
+ 850.0%
$154.28 - $195.11 $5.25K - $6.63K
38 $5K
CTVA
Corteva, Inc.

Basic Materials
64
+ 53.78%
$55.21 - $64.13 $3.53K - $4.1K
183 $10K
IP
International Paper CO

Consumer Cyclical
24
+ 4.24%
$46.64 - $59.57 $1.12K - $1.43K
590 $31K
CTRA
Coterra Energy Inc.

Energy
125
+ 15.39%
$22.71 - $27.63 $2.84K - $3.45K
937 $23K
ANSS
Ansys Inc

Technology
10
+ 90.91%
$313.05 - $361.45 $3.13K - $3.61K
21 $7K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.55K
+ 199.89%
$22.4 - $68.28 $79.4K - $242K
5.32K $123K
TRMB
Trimble Inc.

Technology
47
+ 940.0%
$60.21 - $75.4 $2.83K - $3.54K
52 $3K
ATO
Atmos Energy Corp

Utilities
22
+ 78.57%
$136.41 - $151.43 $3K - $3.33K
50 $6K
TTE
Total Energies Se

Energy
56
+ 47.86%
N/A
173 $11K
XEL
Xcel Energy Inc

Utilities
39
+ 36.45%
$62.16 - $72.92 $2.42K - $2.84K
146 $9K
CME
Cme Group Inc.

Financial Services
7
+ 6.73%
$221.17 - $246.02 $1.55K - $1.72K
111 $25K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
19
+ 1.06%
$89.88 - $101.38 $1.71K - $1.93K
1.81K $168K
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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