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
Fidelity Covington Trust
1
+ 0.07%
N/A
1.35K $0
Fidelity Covington Trust
2
+ 0.4%
N/A
504 $0
Fidelity Wise Origin Bitcoin
700
+ 28.76%
N/A
3.13K $0
CNP
Centerpoint Energy Inc

Utilities
10
+ 76.92%
$28.58 - $32.66 $286 - $327
23 $0
EXC
Exelon Corp

Utilities
2
+ 0.75%
$36.22 - $40.97 $72.4 - $81.9
268 $10K
EMB
Ishares Tr

ETFs
3
+ 150.0%
$88.94 - $93.46 $267 - $280
5 $0
AOA
Ishares Tr Core Aggressive All

ETFs
1
+ 1.82%
$76.61 - $79.88 $76.6 - $79.9
56 $4K
KBR
Kbr, Inc.

Industrials
2
+ 5.88%
$55.19 - $72.02 $110 - $144
36 $2K
MTRN
Materion Corp

Basic Materials
8
+ 80.0%
$97.0 - $120.21 $776 - $962
18 $1K
MAS
Masco Corp

Industrials
6
+ 18.75%
$72.52 - $85.73 $435 - $514
38 $2K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
7
+ 30.43%
$41.59 - $49.7 $291 - $348
30 $1K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
41
+ 4.26%
$46.31 - $51.02 $1.9K - $2.09K
1K $47K
Jacobs Solutions Inc
4
+ 36.36%
N/A
15 $0
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1
+ 0.17%
$47.66 - $51.97 $47.7 - $52
591 $28K
Ishares Bitcoin Trust ETF
396
+ 8.51%
N/A
5.05K $0
ICSH
Blackrock Ultra Short Term Bon

ETFs
1
+ 0.38%
$50.35 - $50.69 $50.4 - $50.7
262 $13K
MGM
Mgm Resorts International

Consumer Cyclical
4
+ 10.81%
$33.44 - $41.99 $134 - $168
41 $1K
KAI
Kadant Inc

Industrials
1
+ 33.33%
$316.45 - $422.93 $316 - $423
4 $1K
K
Kellogg CO

Consumer Defensive
3
+ 9.09%
$80.34 - $81.29 $241 - $244
36 $2K
AGYS
Agilysys Inc

Technology
1
+ 10.0%
$98.38 - $141.74 $98.4 - $142
11 $1K
LYG
Lloyds Banking Group PLC

Financial Services
497
+ 51.13%
$2.67 - $3.23 $1.33K - $1.61K
1.47K $3K
Labcorp Holdings Inc
9
+ 3.88%
N/A
241 $0
Lazard Inc
15
+ 27.78%
N/A
69 $0
MOS
Mosaic CO

Basic Materials
15
+ 68.18%
$23.87 - $28.34 $358 - $425
37 $0
Kenvue Inc
75
+ 12.46%
N/A
677 $0
EWJ
Ishares Msci Japan ETF

ETFs
1
+ 1.67%
$66.18 - $71.84 $66.2 - $71.8
61 $4K
VICI
Vici Properties Inc.

Real Estate
15
+ 7.94%
$28.27 - $33.19 $424 - $498
204 $5K
MDT
Medtronic PLC

Healthcare
46
+ 10.45%
$79.61 - $92.24 $3.66K - $4.24K
486 $38K
ACWI
Ishares Msci Acwi ETF

ETFs
7
+ 0.6%
$117.05 - $123.03 $819 - $861
1.18K $138K
X
United States Steel Corp

Basic Materials
2
+ 0.19%
$30.14 - $42.31 $60.3 - $84.6
1.03K $35K
CHE
Chemed Corp

Healthcare
1
+ 8.33%
$517.44 - $613.19 $517 - $613
13 $6K
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
1
+ 0.85%
$34.78 - $60.36 $34.8 - $60.4
118 $4K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
12
+ 0.98%
$45.38 - $46.88 $545 - $563
1.24K $56K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1
+ 1.54%
$89.9 - $100.66 $89.9 - $101
66 $5K
O
Realty Income Corp

Real Estate
3
+ 2.75%
$51.76 - $64.71 $155 - $194
112 $5K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
2
+ 0.89%
$46.96 - $51.46 $93.9 - $103
226 $10K
PEG
Public Service Enterprise Group Inc

Utilities
1
+ 0.47%
$81.87 - $94.51 $81.9 - $94.5
215 $18K
ACN
Accenture PLC

Technology
6
+ 0.26%
$343.9 - $376.86 $2.06K - $2.26K
2.28K $802K
DD
Du Pont De Nemours, Inc.

Basic Materials
5
+ 4.67%
$75.95 - $88.05 $380 - $440
112 $8K
PIE
Invesco Exchange Traded Fd Tr

ETFs
599
+ 6.47%
$19.22 - $20.71 $11.5K - $12.4K
9.85K $189K
IYH
Ishares Tr

ETFs
1
+ 0.76%
$57.53 - $65.24 $57.5 - $65.2
132 $7K
ING
Ing Groep Nv

Financial Services
1
+ 0.87%
$15.1 - $17.73 $15.1 - $17.7
116 $1K
ICLN
Ishares

ETFs
1
+ 0.68%
$11.35 - $14.51 $11.4 - $14.5
147 $1K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
140
+ 3.52%
$9.57 - $10.31 $1.34K - $1.44K
4.12K $39K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5
+ 0.81%
$51.09 - $55.27 $255 - $276
625 $31K
NEM
Newmont Corp

Basic Materials
5
+ 4.9%
$37.0 - $58.68 $185 - $293
107 $3K
DGRO
Ishares Core Dividend Growth E

ETFs
6
+ 0.38%
$60.73 - $64.94 $364 - $390
1.58K $96K
AVB
Avalonbay Communities Inc

Real Estate
2
+ 0.6%
$216.28 - $237.81 $433 - $476
336 $73K
SCCO
Southern Copper Corp

Basic Materials
2
+ 2.0%
$91.13 - $117.95 $182 - $236
102 $9K
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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