Carolinas Wealth Consulting LLC New Holdings in Q4 2024

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSKD
Riskified Ltd.

Technology
40K
New
$4.29 - $5.13 $172K - $205K
40K $189K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
2.28K
New
$50.23 - $50.47 $115K - $115K
2.28K $114K
CIEN
Ciena Corp

Technology
1.25K
New
$61.45 - $91.14 $76.8K - $114K
1.25K $106K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
10K
New
$4.34 - $10.57 $43.4K - $106K
10K $87K
QAI
Iq Hedge Multi Strategy Compos

ETFs
2.61K
New
$31.38 - $32.72 $82K - $85.5K
2.61K $82K
VPU
Vanguard Utilities ETF

ETFs
299
New
$160.52 - $179.11 $48K - $53.6K
299 $48K
JOBY
Joby Aviation, Inc.

Industrials
5K
New
$4.8 - $9.16 $24K - $45.8K
5K $40K
SNOW
Snowflake Inc.

Technology
204
New
$109.65 - $186.51 $22.4K - $38K
204 $31K
AVEM
American Centy ETF Tr Avantis

ETFs
312
New
$58.59 - $66.14 $18.3K - $20.6K
312 $18K
HOOD
Robinhood Markets, Inc.

Technology
500
New
$22.33 - $43.2 $11.2K - $21.6K
500 $18K
OKTA
Okta, Inc.

Technology
64
New
$71.81 - $86.11 $4.6K - $5.51K
64 $5K
SNX
Td Synnex Corp

Technology
42
New
$114.71 - $125.79 $4.82K - $5.28K
42 $4K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
79
New
$56.27 - $69.89 $4.45K - $5.52K
79 $4K
OC
Owens Corning

Industrials
27
New
$169.41 - $210.81 $4.57K - $5.69K
27 $4K
PUK
Prudential PLC

Financial Services
207
New
$15.52 - $18.99 $3.21K - $3.93K
207 $3K
NEAR
Blackrock Short Maturity Bond

ETFs
66
New
$50.28 - $51.08 $3.32K - $3.37K
66 $3K
PFF
Ishares Trust Ishares Pfd And

ETFs
68
New
$31.23 - $33.51 $2.12K - $2.28K
68 $2K
ROLL
Rbc Bearings Inc

Industrials
9
New
N/A
9 $2K
RGEN
Repligen Corp

Healthcare
15
New
$123.41 - $160.92 $1.85K - $2.41K
15 $2K
HDB
Hdfc Bank LTD

Financial Services
36
New
$59.45 - $68.01 $2.14K - $2.45K
36 $2K
SABR
Sabre Corp

Consumer Cyclical
772
New
$3.18 - $4.1 $2.45K - $3.17K
772 $2K
CTS
Cts Corp

Technology
46
New
$46.79 - $58.97 $2.15K - $2.71K
46 $2K
GLOB
Globant S.A.

Technology
11
New
$193.45 - $236.83 $2.13K - $2.61K
11 $2K
TME
Tencent Music Entertainment Group

Communication Services
210
New
$10.67 - $13.73 $2.24K - $2.88K
210 $2K
HELE
Helen Of Troy LTD

Consumer Defensive
18
New
$59.46 - $73.79 $1.07K - $1.33K
18 $1K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
41
New
$28.6 - $29.27 $1.17K - $1.2K
41 $1K
USFD
Us Foods Holding Corp.

Consumer Defensive
23
New
$60.65 - $72.33 $1.39K - $1.66K
23 $1K
STOT
Spdr Doubleline Short Duration

ETFs
25
New
$46.75 - $47.33 $1.17K - $1.18K
25 $1K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
8
New
$165.45 - $196.93 $1.32K - $1.58K
8 $1K
SNN
Smith & Nephew PLC

Healthcare
41
New
$24.29 - $30.81 $996 - $1.26K
41 $1K
CNMD
Conmed Corp

Healthcare
29
New
$61.81 - $77.54 $1.79K - $2.25K
29 $1K
AZTA
Azenta, Inc.

Healthcare
30
New
$40.37 - $51.57 $1.21K - $1.55K
30 $1K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
23
New
$42.99 - $56.89 $989 - $1.31K
23 $1K
DIOD
Diodes Inc

Technology
32
New
$53.01 - $66.3 $1.7K - $2.12K
32 $1K
HP
Helmerich & Payne, Inc.

Energy
60
New
$30.3 - $36.81 $1.82K - $2.21K
60 $1K
IRTC
I Rhythm Technologies, Inc.

Healthcare
16
New
$57.07 - $91.45 $913 - $1.46K
16 $1K
INVH
Invitation Homes Inc.

Real Estate
42
New
$31.4 - $34.69 $1.32K - $1.46K
42 $1K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
71
New
$22.71 - $23.47 $1.61K - $1.67K
71 $1K
JBL
Jabil Inc

Technology
10
New
$118.97 - $147.77 $1.19K - $1.48K
10 $1K
EL
Estee Lauder Companies Inc

Consumer Defensive
15
New
$62.74 - $97.24 $941 - $1.46K
15 $1K
Aptiv PLC
19
New
N/A
19 $0
CBOE
Cboe Global Markets, Inc.

Financial Services
2
New
$191.61 - $217.84 $383 - $436
2 $0
AKAM
Akamai Technologies Inc

Technology
5
New
N/A
5 $0
Blackrock Inc
210
New
N/A
210 $0
Arista Networks Inc
84
New
N/A
84 $0
VST
Vistra Corp.

Utilities
3
New
$115.74 - $166.61 $347 - $500
3 $0
ICLR
Icon PLC

Healthcare
4
New
$187.22 - $297.57 $749 - $1.19K
4 $0
GOLD
Barrick Gold Corp

Basic Materials
48
New
$15.23 - $21.19 $731 - $1.02K
48 $0
WST
West Pharmaceutical Services Inc

Healthcare
1
New
$285.69 - $344.0 $286 - $344
1 $0
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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