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
ED
Consolidated Edison Inc

Utilities
13
+ 144.44%
$88.87 - $107.38 $1.16K - $1.4K
22 $1K
WAT
Waters Corp

Healthcare
3
+ 50.0%
$323.11 - $392.01 $969 - $1.18K
9 $3K
CMS
Cms Energy Corp

Utilities
18
+ 58.06%
$65.76 - $71.94 $1.18K - $1.29K
49 $3K
WELL
Welltower Inc.

Real Estate
2
+ 5.13%
$123.11 - $139.3 $246 - $279
41 $5K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
4
+ 22.22%
$101.82 - $114.06 $407 - $456
22 $2K
NPO
Enpro Industries, Inc

Industrials
6
+ 60.0%
$145.61 - $195.16 $874 - $1.17K
16 $2K
AZPN
Aspen Technology, Inc.

Technology
2
+ 50.0%
$231.19 - $253.16 $462 - $506
6 $1K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
7
+ 8.14%
$238.25 - $261.28 $1.67K - $1.83K
93 $22K
CIVI
Civitas Resources, Inc.

Energy
10
+ 52.63%
$42.79 - $54.92 $428 - $549
29 $1K
DSGX
Descartes Systems Group Inc

Technology
10
+ 43.48%
$100.21 - $121.37 $1K - $1.21K
33 $3K
VFH
Vanguard Financial ETF

ETFs
2
+ 1.29%
$108.87 - $126.2 $218 - $252
157 $18K
DLTR
Dollar Tree, Inc.

Consumer Defensive
22
+ 51.16%
$61.21 - $76.19 $1.35K - $1.68K
65 $4K
VDE
Vanguard Energy ETF

ETFs
2
+ 2.74%
$116.67 - $136.78 $233 - $274
75 $9K
CASY
Caseys General Stores Inc

Consumer Cyclical
3
+ 75.0%
$366.65 - $427.88 $1.1K - $1.28K
7 $2K
CWST
Casella Waste Systems Inc

Industrials
1
+ 1.67%
$97.5 - $113.93 $97.5 - $114
61 $6K
ESI
Element Solutions Inc

Basic Materials
39
+ 63.93%
$24.64 - $29.33 $961 - $1.14K
100 $2K
FIVN
Five9, Inc.

Technology
13
+ 108.33%
$27.26 - $43.41 $354 - $564
25 $1K
IR
Ingersoll Rand Inc.

Industrials
5
+ 62.5%
$90.46 - $105.35 $452 - $527
13 $1K
GFF
Griffon Corp

Industrials
11
+ 78.57%
$62.88 - $85.16 $692 - $937
25 $1K
GWRE
Guidewire Software, Inc.

Technology
7
+ 41.18%
$168.58 - $207.12 $1.18K - $1.45K
24 $4K
SYY
Sysco Corp

Consumer Defensive
35
+ 4.45%
$73.63 - $81.77 $2.58K - $2.86K
821 $62K
HWC
Hancock Whitney Corp

Financial Services
16
+ 69.57%
$49.12 - $61.04 $786 - $977
39 $2K
SUM
Summit Materials, Inc.

Basic Materials
22
+ 59.46%
$36.82 - $51.66 $810 - $1.14K
59 $2K
GMED
Globus Medical Inc

Healthcare
13
+ 68.42%
$69.79 - $85.61 $907 - $1.11K
32 $2K
HES
Hess Corp

Energy
10
+ 90.91%
$127.66 - $148.65 $1.28K - $1.49K
21 $2K
HPE
Hewlett Packard Enterprise CO

Technology
24
+ 9.3%
$19.31 - $23.95 $463 - $575
282 $6K
GLDM
World Gold Trust

ETFs
2
+ 0.55%
$50.76 - $55.23 $102 - $110
366 $19K
SSB
South State Corp

Financial Services
5
+ 4.13%
$94.05 - $111.93 $470 - $560
126 $12K
ITT
Itt Inc.

Industrials
7
+ 50.0%
$140.12 - $159.62 $981 - $1.12K
21 $3K
SLGN
Silgan Holdings Inc

Consumer Cyclical
17
+ 47.22%
$50.6 - $57.53 $860 - $978
53 $2K
SLAB
Silicon Laboratories Inc.

Technology
5
+ 100.0%
$98.4 - $131.12 $492 - $656
10 $1K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
19
+ 70.37%
$26.79 - $30.35 $509 - $577
46 $1K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
5
+ 50.0%
$174.04 - $205.27 $870 - $1.03K
15 $2K
GIL
Gildan Activewear Inc.

Consumer Cyclical
19
+ 63.33%
$46.28 - $50.23 $879 - $954
49 $2K
GNTX
Gentex Corp

Consumer Cyclical
19
+ 57.58%
$28.6 - $31.34 $543 - $595
52 $1K
TMUS
T Mobile Us, Inc.

Communication Services
2
+ 4.44%
$206.1 - $246.94 $412 - $494
47 $10K
PINC
Premier, Inc.

Healthcare
3
+ 1.33%
$19.08 - $23.34 $57.2 - $70
229 $4K
T Rowe Price ETF Inc
57.8K
+ 15.39%
N/A
434K $0
VGSH
Vanguard

ETFs
6
+ 0.83%
$58.02 - $58.88 $348 - $353
728 $42K
LYB
Lyondell Basell Industries N.V.

Basic Materials
10
+ 27.03%
$72.97 - $96.75 $730 - $968
47 $3K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.06%
$563.99 - $620.12 $564 - $620
1.74K $990K
MOD
Modine Manufacturing CO

Consumer Cyclical
3
+ 37.5%
$109.77 - $143.22 $329 - $430
11 $1K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9
+ 3.18%
$77.86 - $79.27 $701 - $713
292 $22K
MRNA
Moderna, Inc.

Healthcare
3
+ 25.0%
$36.85 - $63.93 $111 - $192
15 $0
Te Connectivity PLC
1
+ 0.89%
N/A
113 $0
WDC
Western Digital Corp

Technology
2
+ 40.0%
$59.62 - $73.43 $119 - $147
7 $0
MET
Metlife Inc

Financial Services
9
+ 1.84%
$78.15 - $88.25 $703 - $794
499 $40K
Vanguard Wellington Fd
14
+ 0.97%
N/A
1.46K $0
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3
+ 0.79%
$84.34 - $95.14 $253 - $285
385 $33K
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
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email