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
KIM
Kimco Realty Corp

Real Estate
15
+ 33.33%
$19.24 - $24.06 $289 - $361
60 $1K
MAS
Masco Corp

Industrials
4
+ 14.29%
$64.7 - $83.94 $259 - $336
32 $2K
KMB
Kimberly Clark Corp

Consumer Defensive
5
+ 18.52%
$135.05 - $148.35 $675 - $742
32 $4K
ABC
Amerisourcebergen Corp

Healthcare
4
+ 5.48%
N/A
77 $14K
ALGN
Align Technology Inc

Healthcare
3
+ 150.0%
$204.03 - $257.2 $612 - $772
5 $1K
MCHP
Microchip Technology Inc

Technology
35
+ 19.23%
$72.0 - $95.98 $2.52K - $3.36K
217 $17K
PEY
Invesco Exchange Traded Fd Tr

ETFs
3
+ 1.28%
$19.4 - $21.93 $58.2 - $65.8
238 $5K
BOX
Box Inc

Technology
1
+ 0.97%
$24.92 - $33.45 $24.9 - $33.5
104 $3K
HAS
Hasbro, Inc.

Consumer Cyclical
5
+ 10.87%
$56.54 - $72.32 $283 - $362
51 $3K
TECH
Bio Techne Corp

Healthcare
3
+ 11.54%
$70.96 - $82.35 $213 - $247
29 $2K
CBRE
Cbre Group, Inc.

Real Estate
5
+ 41.67%
$85.97 - $124.48 $430 - $622
17 $2K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
2
+ 11.11%
$41.17 - $54.85 $82.3 - $110
20 $1K
WEC
Wec Energy Group, Inc.

Utilities
5
+ 9.26%
$77.68 - $96.19 $388 - $481
59 $5K
ORAN
Orange

Communication Services
96
+ 62.75%
$10.15 - $12.19 $974 - $1.17K
249 $2K
GL
Globe Life Inc.

Financial Services
5
+ 21.74%
$80.92 - $109.6 $405 - $548
28 $2K
OMC
Omnicom Group Inc.

Communication Services
5
+ 10.64%
$87.69 - $103.9 $438 - $520
52 $5K
CMS
Cms Energy Corp

Utilities
5
+ 19.23%
$58.7 - $70.62 $294 - $353
31 $2K
WY
Weyerhaeuser CO

Real Estate
10
+ 4.42%
$27.05 - $33.84 $271 - $338
236 $7K
CI
Cigna Corp

Healthcare
3
+ 37.5%
$319.12 - $367.1 $957 - $1.1K
11 $3K
WELL
Welltower Inc.

Real Estate
5
+ 14.71%
$104.0 - $129.74 $520 - $649
39 $4K
STX
Seagate Technology Holdings PLC

Technology
5
+ 50.0%
$92.1 - $110.76 $461 - $554
15 $1K
AEIS
Advanced Energy Industries Inc

Industrials
3
+ 7.89%
$92.85 - $119.61 $279 - $359
41 $4K
Canadian Pacific Kansas City
5
+ 8.47%
N/A
64 $0
TSN
Tyson Foods, Inc.

Consumer Defensive
5
+ 45.45%
$55.91 - $65.87 $280 - $329
16 $0
TYL
Tyler Technologies Inc

Technology
1
+ 50.0%
$499.52 - $595.46 $500 - $595
3 $1K
AES
Aes Corp

Utilities
5
+ 5.62%
$16.18 - $20.07 $80.9 - $100
94 $1K
Linde PLC
11
+ 5.0%
N/A
231 $0
Core Laboratories Inc
21
+ 24.14%
N/A
108 $0
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3
+ 20.0%
$85.44 - $110.36 $256 - $331
18 $1K
ED
Consolidated Edison Inc

Utilities
5
+ 125.0%
$88.42 - $104.97 $442 - $525
9 $0
APH
Amphenol Corp

Technology
10
+ 8.2%
$58.39 - $70.41 $584 - $704
132 $8K
APA
Apa Corp

Energy
10
+ 27.78%
$23.34 - $32.22 $233 - $322
46 $1K
AMKR
Amkor Technology, Inc.

Technology
2
+ 2.9%
$28.09 - $44.68 $56.2 - $89.4
71 $2K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
1
+ 1.23%
$34.24 - $41.13 $34.2 - $41.1
82 $3K
BMI
Badger Meter Inc

Technology
1
+ 33.33%
$184.77 - $219.63 $185 - $220
4 $0
OLED
Universal Display Corp Pa

Technology
1
+ 14.29%
$157.72 - $236.42 $158 - $236
8 $1K
BALL
Ball Corp

Consumer Cyclical
5
+ 29.41%
$58.86 - $67.91 $294 - $340
22 $1K
ANSS
Ansys Inc

Technology
1
+ 10.0%
$296.54 - $331.25 $297 - $331
11 $3K
AEE
Ameren Corp

Utilities
5
+ 17.24%
$70.45 - $87.46 $352 - $437
34 $2K
ABNB
Airbnb, Inc.

Consumer Cyclical
6
+ 75.0%
$113.01 - $154.34 $678 - $926
14 $1K
Veralto Corp
5
+ 0.49%
N/A
1.02K $0
UDR
Udr, Inc.

Real Estate
10
+ 200.0%
$39.96 - $47.13 $400 - $471
15 $0
NWSA
News Corp

Communication Services
20
+ 200.0%
$25.41 - $28.44 $508 - $569
30 $0
PEAK
Healthpeak Properties, Inc.

Real Estate
15
+ 50.0%
N/A
45 $0
GFF
Griffon Corp

Industrials
2
+ 16.67%
$55.61 - $74.71 $111 - $149
14 $0
Gsk PLC
32
+ 14.48%
N/A
253 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
10
+ 30.3%
$31.95 - $38.02 $320 - $380
43 $1K
PINC
Premier, Inc.

Healthcare
2
+ 0.89%
$18.37 - $21.31 $36.7 - $42.6
226 $4K
Ge Vernova Inc
6
+ 9.84%
N/A
67 $0
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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