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
UAL
United Airlines Holdings, Inc.

Industrials
10
+ 4.1%
$37.88 - $58.85 $379 - $589
254 $14K
CTAS
Cintas Corp

Industrials
30
+ 500.0%
$201.38 - $819.83 $6.04K - $24.6K
36 $7K
ODFL
Old Dominion Freight Line, Inc.

Industrials
7
+ 9.86%
$178.41 - $210.18 $1.25K - $1.47K
78 $15K
GM
General Motors CO

Consumer Cyclical
88
+ 20.8%
$39.95 - $49.9 $3.52K - $4.39K
511 $22K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1
+ 0.24%
$66.56 - $75.11 $66.6 - $75.1
419 $31K
BK
Bank Of New York Mellon Corp

Financial Services
20
+ 24.39%
$59.54 - $72.17 $1.19K - $1.44K
102 $7K
BXP
Boston Properties Inc

Real Estate
5
+ 3.4%
$60.3 - $82.49 $302 - $412
152 $12K
OKE
Oneok Inc

Energy
12
+ 6.7%
$78.62 - $95.27 $943 - $1.14K
191 $17K
VICI
Vici Properties Inc.

Real Estate
54
+ 40.0%
$27.64 - $34.08 $1.49K - $1.84K
189 $6K
SONY
Sony Group Corp

Technology
29
+ 49.15%
$81.61 - $98.65 $2.37K - $2.86K
88 $8K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1
+ 0.14%
$60.84 - $67.51 $60.8 - $67.5
705 $47K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3
+ 0.49%
$48.51 - $52.86 $146 - $159
620 $32K
PGR
Progressive Corp

Financial Services
4
+ 10.26%
$209.46 - $259.24 $838 - $1.04K
43 $10K
SSB
South State Corp

Financial Services
1
+ 0.83%
$75.47 - $101.63 $75.5 - $102
121 $11K
NEM
Newmont Corp

Basic Materials
15
+ 17.24%
$41.65 - $55.85 $625 - $838
102 $5K
VFH
Vanguard Financial ETF

ETFs
1
+ 0.65%
$99.27 - $111.21 $99.3 - $111
155 $17K
JPMB
J P Morgan Usd Emerging Market

ETFs
59
+ 71.95%
$38.32 - $40.67 $2.26K - $2.4K
141 $5K
MSI
Motorola Solutions, Inc.

Technology
2
+ 40.0%
$385.65 - $450.49 $771 - $901
7 $3K
TDG
Trans Digm Group Inc

Industrials
1
+ 25.0%
$1202.03 - $1427.41 $1.2K - $1.43K
5 $7K
MCO
Moodys Corp

Financial Services
3
+ 13.64%
$421.49 - $494.67 $1.26K - $1.48K
25 $11K
ON
On Semiconductor Corp

Technology
10
+ 2.97%
$66.39 - $78.74 $664 - $787
347 $25K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2
+ 4.26%
$1024.09 - $1201.76 $2.05K - $2.4K
49 $51K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
10
+ 0.82%
$45.6 - $46.83 $456 - $468
1.23K $57K
EXPD
Expeditors International Of Washington Inc

Industrials
8
+ 4.88%
$116.1 - $131.42 $929 - $1.05K
172 $22K
LNG
Cheniere Energy, Inc.

Energy
4
+ 2.61%
$172.24 - $186.09 $689 - $744
157 $28K
OEF
Ishares S&P 100 ETF

ETFs
2
+ 0.25%
$266.03 - $266.03 $532 - $532
799 $212K
COF
Capital One Financial Corp

Financial Services
9
+ 26.47%
$131.42 - $153.05 $1.18K - $1.38K
43 $6K
FITB
Fifth Third Bancorp

Financial Services
30
+ 29.7%
$36.01 - $43.64 $1.08K - $1.31K
131 $5K
ETR
Entergy Corp

Utilities
5
+ 11.36%
$104.75 - $131.61 $524 - $658
49 $6K
EXC
Exelon Corp

Utilities
12
+ 4.72%
$34.24 - $40.55 $411 - $487
266 $10K
FISV
Fiserv Inc

Technology
11
+ 84.62%
N/A
24 $3K
RDVY
First Trust Rising Dividend Ac

ETFs
2
+ 0.65%
$53.68 - $59.24 $107 - $118
311 $18K
EFX
Equifax Inc

Industrials
5
+ 71.43%
$236.42 - $307.13 $1.18K - $1.54K
12 $3K
EQR
Equity Residential

Real Estate
5
+ 1.55%
$67.19 - $78.09 $336 - $390
328 $24K
IT
Gartner Inc

Technology
2
+ 15.38%
$441.32 - $516.47 $883 - $1.03K
15 $7K
CTSH
Cognizant Technology Solutions Corp

Technology
15
+ 26.79%
$66.89 - $77.87 $1K - $1.17K
71 $5K
GPN
Global Payments Inc

Industrials
10
+ 50.0%
$92.66 - $112.97 $927 - $1.13K
30 $3K
EXPE
Expedia Group, Inc.

Consumer Cyclical
10
+ 250.0%
$112.12 - $149.09 $1.12K - $1.49K
14 $2K
CSX
Csx Corp

Industrials
32
+ 3.62%
$32.48 - $35.45 $1.04K - $1.13K
917 $31K
DHI
Horton D R Inc

Consumer Cyclical
5
+ 27.78%
$135.21 - $197.06 $676 - $985
23 $4K
CMI
Cummins Inc

Industrials
2
+ 7.69%
$266.63 - $326.4 $533 - $653
28 $9K
KR
Kroger CO

Consumer Defensive
15
+ 20.55%
$50.43 - $57.3 $756 - $860
88 $5K
CCI
Crown Castle International Corp

Real Estate
5
+ 6.58%
$95.29 - $120.24 $476 - $601
81 $9K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 14.29%
$896.19 - $1044.18 $896 - $1.04K
8 $8K
A
Agilent Technologies, Inc.

Healthcare
10
+ 21.28%
$125.42 - $148.48 $1.25K - $1.48K
57 $8K
CF
Cf Industries Holdings, Inc.

Basic Materials
5
+ 6.25%
$69.38 - $85.8 $347 - $429
85 $7K
HWM
Howmet Aerospace Inc.

Industrials
15
+ 48.39%
$77.3 - $100.22 $1.16K - $1.5K
46 $4K
DOW
Dow Inc.

Basic Materials
35
+ 10.74%
$50.15 - $55.41 $1.76K - $1.94K
361 $19K
AEP
American Electric Power CO Inc

Utilities
10
+ 19.23%
$87.11 - $104.95 $871 - $1.05K
62 $6K
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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