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
BMY
Bristol Myers Squibb CO

Healthcare
191
+ 10.89%
$39.66 - $51.75 $7.58K - $9.88K
1.95K $100K
LCID
Lucid Group, Inc.

Consumer Cyclical
294
+ 1.04%
$2.64 - $4.26 $776 - $1.25K
28.6K $100K
XSW
Spdr S&P Software & Services E

ETFs
124
+ 19.65%
$142.84 - $160.77 $17.7K - $19.9K
755 $121K
PLTR
Palantir Technologies Inc.

Technology
530
+ 106.0%
$24.09 - $37.95 $12.8K - $20.1K
1.03K $38K
XLG
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.03%
$42.54 - $47.97 $170 - $192
14K $663K
SHW
Sherwin Williams CO

Basic Materials
3
+ 1.16%
$294.65 - $384.0 $884 - $1.15K
261 $99K
VZ
Verizon Communications Inc

Communication Services
93
+ 1.91%
$38.89 - $45.0 $3.62K - $4.19K
4.97K $222K
FICO
Fair Isaac Corp

Technology
1
+ 2.38%
$1496.51 - $1947.38 $1.5K - $1.95K
43 $83K
TJX
Tjx Companies Inc

Consumer Cyclical
20
+ 0.83%
$107.93 - $120.23 $2.16K - $2.4K
2.44K $287K
PSA
Public Storage

Real Estate
5
+ 2.06%
$283.13 - $365.01 $1.42K - $1.83K
248 $90K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
120
+ 9.46%
$83.76 - $91.82 $10.1K - $11K
1.39K $126K
TLT
Ishares Barclays 20+ Year Trea

ETFs
137
+ 13.98%
$89.91 - $101.33 $12.3K - $13.9K
1.12K $109K
PEP
Pepsico Inc

Consumer Defensive
27
+ 0.88%
$161.9 - $179.3 $4.37K - $4.84K
3.09K $525K
CAT
Caterpillar Inc

Industrials
5
+ 1.55%
$316.8 - $391.12 $1.58K - $1.96K
327 $127K
GRMN
Garmin LTD

Technology
115
+ 605.26%
$161.1 - $183.29 $18.5K - $21.1K
134 $23K
VT
Vanguard Total World Stk Index

ETFs
89
+ 6.42%
$107.72 - $119.96 $9.59K - $10.7K
1.48K $176K
DHR
Danaher Corp

Healthcare
10
+ 1.68%
$239.25 - $280.76 $2.39K - $2.81K
604 $167K
TTEK
Tetra Tech Inc

Industrials
2.4K
+ 400.0%
$45.59 - $237.74 $109K - $571K
3K $141K
JCI
Johnson Controls International PLC

Industrials
3
+ 0.19%
$65.52 - $77.61 $197 - $233
1.58K $122K
CHKP
Check Point Software Technologies LTD

Technology
9
+ 1.5%
$165.0 - $195.47 $1.49K - $1.76K
609 $117K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
10
+ 0.56%
$82.38 - $93.84 $824 - $938
1.79K $165K
PWR
Quanta Services, Inc.

Industrials
3
+ 0.82%
$239.58 - $298.23 $719 - $895
368 $109K
VTR
Ventas, Inc.

Real Estate
16
+ 1.29%
$50.88 - $65.33 $814 - $1.05K
1.26K $80K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
84
+ 0.5%
$22.38 - $23.66 $1.88K - $1.99K
16.9K $395K
UNP
Union Pacific Corp

Industrials
13
+ 1.91%
$221.78 - $256.09 $2.88K - $3.33K
692 $170K
WDAY
Workday, Inc.

Technology
44
+ 13.25%
$207.75 - $264.68 $9.14K - $11.6K
376 $91K
USRT
Ishares Core U.S. Reit ETF

ETFs
201
+ 34.18%
$53.07 - $62.66 $10.7K - $12.6K
789 $48K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1
+ 0.04%
$87.56 - $95.49 $87.6 - $95.5
2.31K $220K
IWR
Ishares Russell Mid Cap ETF

ETFs
8
+ 0.38%
$79.92 - $88.19 $639 - $706
2.14K $188K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2
+ 0.16%
$305.34 - $350.41 $611 - $701
1.26K $436K
FTLS
First Tr Long/Short Equity ETF

ETFs
86
+ 0.83%
$60.73 - $63.8 $5.22K - $5.49K
10.4K $660K
OHI
Omega Healthcare Investors Inc

Real Estate
23
+ 1.07%
$33.55 - $41.29 $772 - $950
2.18K $88K
DE
Deere & CO

Industrials
2
+ 0.66%
$344.84 - $418.0 $690 - $836
306 $127K
IDCC
Inter Digital, Inc.

Communication Services
2
+ 0.37%
$116.28 - $141.69 $233 - $283
540 $76K
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.25%
$261.88 - $288.1 $524 - $576
788 $222K
ZTS
Zoetis Inc.

Healthcare
7
+ 1.26%
$172.58 - $196.48 $1.21K - $1.38K
562 $109K
VTWO
Vanguard Russell 2000 ETF

ETFs
60
+ 6.65%
$81.17 - $90.77 $4.87K - $5.45K
962 $85K
SGOL
Abrdn Gold ETF Trust

ETFs
399
+ 160.24%
$22.26 - $25.51 $8.88K - $10.2K
648 $16K
MS
Morgan Stanley

Financial Services
27
+ 2.59%
$92.07 - $106.96 $2.49K - $2.89K
1.07K $111K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
6
+ 0.25%
$67.43 - $74.23 $405 - $445
2.42K $175K
LYV
Live Nation Entertainment, Inc.

Communication Services
10
+ 1.67%
$88.06 - $109.5 $881 - $1.1K
610 $66K
LRGF
Ishares Tr

ETFs
8
+ 0.29%
$52.89 - $58.77 $423 - $470
2.73K $160K
SPGI
S&P Global Inc.

Financial Services
5
+ 5.56%
$446.32 - $527.38 $2.23K - $2.64K
95 $49K
CMCSA
Comcast Corp

Communication Services
28
+ 0.93%
$37.33 - $41.78 $1.05K - $1.17K
3.03K $126K
SYY
Sysco Corp

Consumer Defensive
47
+ 6.36%
$69.16 - $78.98 $3.25K - $3.71K
786 $61K
DGRO
Ishares Core Dividend Growth E

ETFs
5
+ 0.32%
$57.47 - $62.76 $287 - $314
1.57K $98K
AWK
American Water Works Company, Inc.

Utilities
7
+ 1.64%
$127.76 - $149.9 $894 - $1.05K
434 $63K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
24
+ 1.39%
$59.93 - $66.52 $1.44K - $1.6K
1.75K $116K
GILD
Gilead Sciences, Inc.

Healthcare
15
+ 3.38%
$66.59 - $83.99 $999 - $1.26K
459 $38K
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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