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
CL
Colgate Palmolive CO

Consumer Defensive
12
+ 1.26%
$95.54 - $108.77 $1.15K - $1.31K
965 $100K
IP
International Paper CO

Consumer Cyclical
106
+ 23.04%
$42.55 - $49.98 $4.51K - $5.3K
566 $27K
MET
Metlife Inc

Financial Services
32
+ 6.99%
$67.96 - $82.48 $2.17K - $2.64K
490 $40K
MSCI
Msci Inc.

Financial Services
6
+ 15.38%
$479.31 - $584.91 $2.88K - $3.51K
45 $26K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
76
+ 36.71%
$76.94 - $79.54 $5.85K - $6.05K
283 $22K
EHC
Encompass Health Corp

Healthcare
2
+ 0.32%
$83.97 - $97.17 $168 - $194
621 $60K
AON
Aon PLC

Financial Services
6
+ 6.0%
$293.16 - $351.06 $1.76K - $2.11K
106 $36K
PFE
Pfizer Inc

Healthcare
124
+ 4.57%
$27.7 - $31.39 $3.43K - $3.89K
2.84K $82K
AVB
Avalonbay Communities Inc

Real Estate
3
+ 0.91%
$200.95 - $234.65 $603 - $704
334 $75K
STAG
Stag Industrial, Inc.

Real Estate
19
+ 1.04%
$35.42 - $40.98 $673 - $779
1.84K $72K
PKG
Packaging Corp Of America

Consumer Cyclical
3
+ 1.69%
$176.32 - $215.7 $529 - $647
181 $38K
HBAN
Huntington Bancshares Inc

Financial Services
20
+ 0.49%
$12.84 - $15.15 $257 - $303
4.14K $60K
EQIX
Equinix Inc

Real Estate
2
+ 5.71%
$749.0 - $890.01 $1.5K - $1.78K
37 $32K
PRU
Prudential Financial Inc

Financial Services
44
+ 52.38%
$105.53 - $127.32 $4.64K - $5.6K
128 $15K
LNC
Lincoln National Corp

Financial Services
200
+ 30.77%
$28.71 - $34.05 $5.74K - $6.81K
850 $26K
PANW
Palo Alto Networks Inc

Technology
7
+ 0.77%
$294.18 - $368.01 $2.06K - $2.58K
920 $314K
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 3.77%
$315.12 - $406.43 $630 - $813
55 $22K
AOM
Ishares Tr Core Moderate Alloc

ETFs
19
+ 0.97%
$42.66 - $45.18 $811 - $858
1.98K $89K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.18%
$125.95 - $139.96 $126 - $140
567 $79K
GLDM
World Gold Trust

ETFs
65
+ 21.74%
$46.2 - $53.01 $3K - $3.45K
364 $18K
TGT
Target Corp

Consumer Defensive
7
+ 1.42%
$133.47 - $159.25 $934 - $1.11K
499 $77K
PAYX
Paychex Inc

Industrials
2
+ 0.77%
$116.17 - $135.19 $232 - $270
262 $35K
TILE
Interface Inc

Consumer Cyclical
1
+ 0.1%
$14.17 - $19.02 $14.2 - $19
1K $19K
CNC
Centene Corp

Healthcare
44
+ 19.91%
$64.89 - $80.23 $2.86K - $3.53K
265 $19K
VTRS
Viatris Inc

Healthcare
20
+ 0.67%
$10.32 - $12.13 $206 - $243
3.02K $35K
NDAQ
Nasdaq, Inc.

Financial Services
20
+ 12.5%
$59.48 - $74.31 $1.19K - $1.49K
180 $13K
XLU
Utilities Sector Spdr

ETFs
1
+ 0.3%
$67.67 - $80.78 $67.7 - $80.8
339 $27K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2
+ 0.53%
$77.23 - $87.97 $154 - $176
382 $33K
MT
Arcelor Mittal

Basic Materials
72
+ 9.56%
$21.09 - $26.26 $1.52K - $1.89K
825 $21K
EXR
Extra Space Storage Inc.

Real Estate
5
+ 4.59%
$151.92 - $183.06 $760 - $915
114 $20K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
17
+ 1.16%
$49.82 - $52.8 $847 - $898
1.48K $77K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
22
+ 18.33%
$101.06 - $115.49 $2.22K - $2.54K
142 $16K
PEG
Public Service Enterprise Group Inc

Utilities
2
+ 0.94%
$73.58 - $89.21 $147 - $178
214 $19K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
103
+ 2.66%
$9.33 - $10.18 $961 - $1.05K
3.98K $40K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1
+ 0.07%
$42.22 - $48.62 $42.2 - $48.6
1.52K $70K
CFG
Citizens Financial Group Inc

Financial Services
11
+ 1.6%
$35.24 - $43.24 $388 - $476
698 $28K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
4
+ 0.32%
$37.68 - $42.0 $151 - $168
1.24K $51K
TMUS
T Mobile Us, Inc.

Communication Services
14
+ 45.16%
$175.14 - $206.36 $2.45K - $2.89K
45 $9K
GD
General Dynamics Corp

Industrials
5
+ 3.47%
$279.51 - $308.09 $1.4K - $1.54K
149 $45K
AOR
Ishares Tr Core Growth Allocat

ETFs
9
+ 0.75%
$55.15 - $59.31 $496 - $534
1.21K $71K
PLD
Prologis, Inc.

Real Estate
20
+ 32.26%
$111.95 - $132.43 $2.24K - $2.65K
82 $10K
KEY
Keycorp

Financial Services
90
+ 13.78%
$13.95 - $17.34 $1.26K - $1.56K
743 $12K
SHV
Ishares Tr

ETFs
26
+ 1.27%
$110.05 - $110.63 $2.86K - $2.88K
2.07K $229K
MLM
Martin Marietta Materials Inc

Basic Materials
6
+ 4.14%
$502.48 - $593.35 $3.01K - $3.56K
151 $81K
AXP
American Express CO

Financial Services
5
+ 12.5%
$225.92 - $271.17 $1.13K - $1.36K
45 $12K
CRM
Salesforce, Inc.

Technology
3
+ 2.26%
$238.42 - $276.53 $715 - $830
136 $37K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5
+ 0.4%
$38.51 - $41.69 $193 - $208
1.24K $51K
FCX
Freeport Mcmoran Inc

Basic Materials
29
+ 2.42%
$39.52 - $51.92 $1.15K - $1.51K
1.23K $61K
FOXA
Fox Corp

Communication Services
10
+ 3.85%
$34.12 - $42.33 $341 - $423
270 $11K
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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