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
IEMG
Ishares Inc

ETFs
60
+ 0.61%
N/A
9.94K $533K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
53
+ 378.57%
$68.62 - $82.57 $3.64K - $4.38K
67 $4K
KMI
Kinder Morgan, Inc.

Energy
99
+ 157.14%
$22.59 - $28.54 $2.24K - $2.83K
162 $4K
DE
Deere & CO

Industrials
3
+ 0.98%
$389.45 - $466.0 $1.17K - $1.4K
309 $130K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
87
+ 255.88%
$24.82 - $25.48 $2.16K - $2.22K
121 $3K
NXPI
Nxp Semiconductors N.V.

Technology
12
+ 1200.0%
$207.27 - $255.58 $2.49K - $3.07K
13 $2K
XYL
Xylem Inc.

Industrials
28
+ 121.74%
$116.02 - $137.45 $3.25K - $3.85K
51 $5K
TDY
Teledyne Technologies Inc

Technology
5
+ 71.43%
$436.59 - $489.24 $2.18K - $2.45K
12 $5K
OSK
Oshkosh Corp

Industrials
17
+ 89.47%
$93.84 - $115.52 $1.6K - $1.96K
36 $3K
OKE
Oneok Inc

Energy
2
+ 1.05%
$92.28 - $117.05 $185 - $234
193 $19K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
48
+ 7.29%
$9.95 - $12.23 $478 - $587
706 $8K
ABNB
Airbnb, Inc.

Consumer Cyclical
12
+ 85.71%
$125.36 - $147.37 $1.5K - $1.77K
26 $3K
NI
Nisource Inc.

Utilities
37
+ 45.12%
$33.74 - $38.25 $1.25K - $1.42K
119 $4K
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 80.0%
$275.15 - $388.2 $1.1K - $1.55K
9 $3K
SONY
Sony Group Corp

Technology
425
+ 482.95%
$17.53 - $96.8 $7.45K - $41.1K
513 $10K
CBSH
Commerce Bancshares Inc

Financial Services
29
+ 126.09%
$57.04 - $74.36 $1.65K - $2.16K
52 $3K
ETR
Entergy Corp

Utilities
59
+ 120.41%
$73.19 - $156.4 $4.32K - $9.23K
108 $8K
TRGP
Targa Resources Corp.

Energy
4
+ 80.0%
$150.58 - $207.69 $602 - $831
9 $1K
MLM
Martin Marietta Materials Inc

Basic Materials
8
+ 5.3%
$516.5 - $619.58 $4.13K - $4.96K
159 $82K
PODD
Insulet Corp

Healthcare
4
+ 36.36%
$227.79 - $275.7 $911 - $1.1K
15 $3K
AZEK
Azek CO Inc.

Industrials
6
+ 28.57%
$42.23 - $54.76 $253 - $329
27 $1K
BP
Bp PLC

Energy
92
+ 9.54%
$28.16 - $33.14 $2.59K - $3.05K
1.06K $31K
BCPC
Balchem Corp

Basic Materials
3
+ 60.0%
$163.0 - $183.41 $489 - $550
8 $1K
BIIB
Biogen Inc.

Healthcare
10
+ 500.0%
$146.47 - $191.55 $1.46K - $1.92K
12 $1K
TECH
Bio Techne Corp

Healthcare
21
+ 72.41%
$66.37 - $78.17 $1.39K - $1.64K
50 $3K
MTDR
Matador Resources CO

Energy
20
+ 71.43%
$50.33 - $60.91 $1.01K - $1.22K
48 $2K
MORN
Morningstar, Inc.

Financial Services
2
+ 40.0%
$312.56 - $358.78 $625 - $718
7 $2K
OEF
Ishares S&P 100 ETF

ETFs
3
+ 0.38%
N/A
802 $213K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
106
+ 2.1%
$7.22 - $8.05 $765 - $853
5.15K $39K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
22
+ 110.0%
$49.77 - $64.58 $1.09K - $1.42K
42 $2K
ALGT
Allegiant Travel CO

Industrials
6
+ 85.71%
$55.0 - $94.12 $330 - $565
13 $1K
AEP
American Electric Power CO Inc

Utilities
15
+ 24.19%
$90.91 - $102.21 $1.36K - $1.53K
77 $7K
ALB
Albemarle Corp

Basic Materials
8
+ 160.0%
$86.08 - $111.3 $689 - $890
13 $1K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2
+ 0.28%
$66.77 - $71.52 $134 - $143
707 $48K
VCYT
Veracyte, Inc.

Healthcare
19
+ 76.0%
$31.92 - $44.4 $606 - $844
44 $1K
BERY
Berry Global Group, Inc.

Consumer Cyclical
4
+ 33.33%
$64.2 - $72.31 $257 - $289
16 $1K
IWR
Ishares Russell Mid Cap ETF

ETFs
7
+ 0.33%
$87.25 - $95.52 $611 - $669
2.14K $189K
A
Agilent Technologies, Inc.

Healthcare
15
+ 26.32%
$125.69 - $146.56 $1.89K - $2.2K
72 $9K
CHRD
Oasis Petroleum Inc.

Energy
4
+ 66.67%
$110.83 - $137.78 $443 - $551
10 $1K
ABCB
Ameris Bancorp

Financial Services
12
+ 54.55%
$60.0 - $72.37 $720 - $868
34 $2K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
5
+ 100.0%
$101.77 - $113.02 $509 - $565
10 $1K
ALC
Alcon Inc

Healthcare
22
+ 35.48%
$83.87 - $99.15 $1.85K - $2.18K
84 $7K
NBIX
Neurocrine Biosciences Inc

Healthcare
4
+ 66.67%
$111.62 - $139.44 $446 - $558
10 $1K
QTWO
Q2 Holdings, Inc.

Technology
4
+ 20.0%
$77.81 - $110.85 $311 - $443
24 $2K
CR
Crane Holdings, Co.

Industrials
13
+ 68.42%
$148.97 - $184.96 $1.94K - $2.4K
32 $4K
ENSG
Ensign Group, Inc

Healthcare
7
+ 63.64%
$132.78 - $156.91 $929 - $1.1K
18 $2K
ELS
Equity Lifestyle Properties Inc

Real Estate
28
+ 93.33%
$66.06 - $72.51 $1.85K - $2.03K
58 $3K
VMI
Valmont Industries Inc

Industrials
3
+ 60.0%
$287.0 - $352.14 $861 - $1.06K
8 $2K
FNB
Fnb Corp

Financial Services
11
+ 0.75%
$13.56 - $17.29 $149 - $190
1.48K $21K
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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