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
QUAL
Ishares Msci Usa Quality Facto

ETFs
7
+ 0.26%
$176.42 - $186.91 $1.23K - $1.31K
2.69K $478K
XLU
Utilities Sector Spdr

ETFs
1
+ 0.29%
$74.89 - $82.93 $74.9 - $82.9
340 $25K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
22
+ 1.49%
$50.14 - $52.56 $1.1K - $1.16K
1.5K $75K
SON
Sonoco Products CO

Consumer Cyclical
4
+ 1.0%
$48.6 - $54.89 $194 - $220
405 $19K
USRT
Ishares Core U.S. Reit ETF

ETFs
3
+ 0.38%
$55.97 - $62.75 $168 - $188
792 $45K
AZN
Astrazeneca PLC

Healthcare
1
+ 0.49%
$63.2 - $79.58 $63.2 - $79.6
207 $13K
TECK
Teck Resources LTD

Basic Materials
2
+ 0.94%
$39.99 - $52.38 $80 - $105
214 $8K
PFE
Pfizer Inc

Healthcare
151
+ 5.32%
$24.8 - $30.19 $3.74K - $4.56K
2.99K $79K
MUB
Ishares National Muni Bond ETF

ETFs
35
+ 1.03%
$105.78 - $108.7 $3.7K - $3.8K
3.43K $365K
EHC
Encompass Health Corp

Healthcare
6
+ 0.97%
$92.35 - $103.77 $554 - $623
627 $57K
TIP
Ishares Tr Tips Bd ETF

ETFs
5
+ 0.54%
$106.33 - $110.69 $532 - $553
929 $98K
WM
Waste Management Inc

Industrials
11
+ 1.01%
$201.79 - $228.46 $2.22K - $2.51K
1.11K $222K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
116
+ 0.69%
$22.39 - $23.45 $2.6K - $2.72K
17K $390K
FNDX
Schwab Fundamental U S Large C

ETFs
14.2K
+ 200.0%
$23.49 - $71.77 $334K - $1.02M
21.3K $505K
FLIN
Franklin Templeton ETF Tr

ETFs
8
+ 0.65%
$37.75 - $41.62 $302 - $333
1.24K $46K
OHI
Omega Healthcare Investors Inc

Real Estate
21
+ 0.96%
$37.51 - $42.56 $788 - $894
2.2K $83K
VTR
Ventas, Inc.

Real Estate
8
+ 0.64%
$57.73 - $66.48 $462 - $532
1.27K $74K
INDA
Ishares Msci India Index Fund

ETFs
7
+ 0.69%
$52.64 - $58.16 $368 - $407
1.02K $53K
CL
Colgate Palmolive CO

Consumer Defensive
70
+ 7.25%
$90.22 - $102.31 $6.32K - $7.16K
1.04K $94K
VLO
Valero Energy Corp

Energy
19
+ 2.49%
$118.59 - $144.02 $2.25K - $2.74K
781 $95K
VBR
Vanguard Small Cap Value ETF

ETFs
17
+ 0.44%
$197.36 - $217.3 $3.36K - $3.69K
3.87K $767K
NOC
Northrop Grumman Corp

Industrials
1
+ 0.7%
$466.52 - $543.88 $467 - $544
143 $67K
ABT
Abbott Laboratories

Healthcare
60
+ 0.35%
$111.93 - $119.39 $6.72K - $7.16K
17.1K $1.93M
ELV
Elevance Health, Inc.

Healthcare
3
+ 4.11%
$365.96 - $514.62 $1.1K - $1.54K
76 $28K
AWK
American Water Works Company, Inc.

Utilities
2
+ 0.46%
$123.83 - $146.07 $248 - $292
436 $54K
STAG
Stag Industrial, Inc.

Real Estate
29
+ 1.57%
$33.22 - $39.1 $963 - $1.13K
1.87K $63K
GIS
General Mills Inc

Consumer Defensive
7
+ 0.81%
$62.78 - $74.62 $439 - $522
876 $55K
MPC
Marathon Petroleum Corp

Energy
10
+ 2.18%
$131.65 - $174.84 $1.32K - $1.75K
468 $65K
AMT
American Tower Corp

Real Estate
9
+ 3.85%
$179.4 - $232.01 $1.61K - $2.09K
243 $44K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.08%
$253.56 - $278.5 $254 - $279
1.26K $318K
LHX
L3 Harris Technologies, Inc.

Industrials
6
+ 1.31%
$208.94 - $264.22 $1.25K - $1.59K
463 $97K
DVN
Devon Energy Corp

Energy
68
+ 2.75%
$30.52 - $42.96 $2.08K - $2.92K
2.54K $83K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.22K
+ 104.43%
$18.41 - $40.87 $77.7K - $173K
8.27K $152K
FCX
Freeport Mcmoran Inc

Basic Materials
8
+ 0.65%
$38.08 - $50.82 $305 - $407
1.24K $47K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.11K
+ 91.31%
$25.33 - $51.16 $180K - $364K
14.9K $385K
BND
Vanguard Bd Index Fd Inc Total

ETFs
86
+ 1.24%
$71.75 - $75.11 $6.17K - $6.46K
7.05K $506K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
7
+ 0.29%
$64.85 - $73.04 $454 - $511
2.42K $158K
PSX
Phillips 66

Energy
5
+ 0.38%
$110.35 - $138.93 $552 - $695
1.31K $149K
VEU
Vanguard Ftse All World Ex Us

ETFs
48
+ 1.06%
$57.29 - $63.1 $2.75K - $3.03K
4.56K $261K
CGDV
Capital Group Divid Value ETF

ETFs
1.44K
+ 2.15%
$35.16 - $37.12 $50.6K - $53.5K
68.4K $2.41M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
92
+ 1.45%
$58.88 - $64.8 $5.42K - $5.96K
6.44K $379K
KO
Coca Cola CO

Consumer Defensive
3
+ 0.08%
$61.74 - $71.71 $185 - $215
3.55K $220K
EEM
Ishares Msci Emerging Markets

ETFs
844
+ 4.91%
$41.82 - $47.36 $35.3K - $40K
18K $754K
SO
Southern CO

Utilities
19
+ 0.37%
$81.5 - $94.15 $1.55K - $1.79K
5.13K $422K
MRK
Merck & Co., Inc.

Healthcare
74
+ 2.18%
$96.31 - $114.76 $7.13K - $8.49K
3.48K $345K
IVE
Ishares S&P 500 Value ETF

ETFs
36
+ 0.33%
$189.5 - $206.17 $6.82K - $7.42K
10.8K $2.06M
NEE
Nextera Energy Inc

Utilities
29
+ 0.53%
$69.77 - $85.43 $2.02K - $2.48K
5.54K $397K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.38%
$479.66 - $614.62 $1.44K - $1.84K
801 $389K
VNQ
Vanguard Specialized Funds Van

ETFs
174
+ 1.5%
$87.85 - $98.6 $15.3K - $17.2K
11.8K $1.05M
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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