Carolinas Wealth Consulting LLC New Holdings in Q3 2024

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SOFI
So Fi Technologies, Inc.

Financial Services
40K
New
$6.32 - $8.19 $253K - $328K
40K $314K
SHOP
Shopify Inc.

Technology
654
New
$52.26 - $80.75 $34.2K - $52.8K
654 $52K
FLIN
Franklin Templeton ETF Tr

ETFs
1.23K
New
$39.24 - $42.42 $48.2K - $52.1K
1.23K $51K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
159
New
$233.81 - $287.01 $37.2K - $45.6K
159 $43K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
5.04K
New
$6.26 - $7.76 $31.6K - $39.1K
5.04K $38K
X
United States Steel Corp

Basic Materials
1.03K
New
$29.38 - $42.28 $30.2K - $43.5K
1.03K $36K
FXI
Ishares Tr

ETFs
765
New
$24.78 - $32.17 $19K - $24.6K
765 $24K
VGIT
Vanguard Intermediate Term Tre

ETFs
319
New
$57.8 - $60.8 $18.4K - $19.4K
319 $19K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
291
New
$43.67 - $51.82 $12.7K - $15.1K
291 $15K
SLV
I Shares Silver Trust

ETFs
529
New
$24.33 - $29.38 $12.9K - $15.5K
529 $15K
IBKR
Interactive Brokers Group, Inc.

Financial Services
88
New
$108.65 - $139.41 $9.56K - $12.3K
88 $12K
TECK
Teck Resources LTD

Basic Materials
212
New
$43.48 - $53.4 $9.22K - $11.3K
212 $11K
SCCO
Southern Copper Corp

Basic Materials
100
New
$94.1 - $120.43 $9.41K - $12K
100 $11K
LDOS
Leidos Holdings, Inc.

Technology
71
New
$142.66 - $163.02 $10.1K - $11.6K
71 $11K
TWLO
Twilio Inc

Communication Services
182
New
$56.03 - $65.23 $10.2K - $11.9K
182 $11K
PINS
Pinterest, Inc.

Communication Services
334
New
$28.66 - $43.51 $9.57K - $14.5K
334 $10K
IYH
Ishares Tr

ETFs
131
New
$60.29 - $66.38 $7.9K - $8.7K
131 $8K
BLDR
Builders First Source, Inc.

Industrials
43
New
$132.6 - $201.83 $5.7K - $8.68K
43 $8K
EFG
Msci Eafe Growth ETF

ETFs
75
New
$96.84 - $108.77 $7.26K - $8.16K
75 $8K
CLSK
Cleanspark, Inc.

Technology
746
New
$8.09 - $19.79 $6.04K - $14.8K
746 $6K
HGER
Harbor ETF Tr All Weather Infl
226
New
$21.29 - $22.98 $4.81K - $5.19K
226 $5K
LSST
Natixis ETF Tr Loomis Sayles S

ETFs
222
New
$23.84 - $24.36 $5.29K - $5.41K
222 $5K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
82
New
$50.52 - $50.95 $4.14K - $4.18K
82 $4K
PAVE
Global X Fds Us Infrastructure

ETFs
119
New
$36.39 - $41.16 $4.33K - $4.9K
119 $4K
HLN
Haleon PLC

Healthcare
362
New
$8.32 - $10.7 $3.01K - $3.87K
362 $3K
OGS
One Gas, Inc.

Utilities
41
New
$62.22 - $74.44 $2.55K - $3.05K
41 $3K
HE
Hawaiian Electric Industries Inc

Utilities
330
New
$7.74 - $17.51 $2.55K - $5.78K
330 $3K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
77
New
$36.06 - $37.66 $2.78K - $2.9K
77 $2K
WAT
Waters Corp

Healthcare
6
New
$282.7 - $359.89 $1.7K - $2.16K
6 $2K
KAI
Kadant Inc

Industrials
3
New
$290.3 - $356.64 $871 - $1.07K
3 $1K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
30
New
$41.22 - $51.19 $1.24K - $1.54K
30 $1K
AEM
Agnico Eagle Mines LTD

Basic Materials
13
New
$65.04 - $84.24 $846 - $1.1K
13 $1K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
45
New
$21.72 - $25.05 $977 - $1.13K
45 $1K
SIL
Global X Silver Miners ETF

ETFs
45
New
$29.58 - $37.45 $1.33K - $1.69K
45 $1K
AXON
Axon Enterprise, Inc.

Industrials
1
New
$286.16 - $399.6 $286 - $400
1 $0
Bkv Corp
5K
New
N/A
5K $0
TRGP
Targa Resources Corp.

Energy
5
New
$127.86 - $156.46 $639 - $782
5 $0
Siriusxm Holdings Inc
424
New
N/A
424 $0
ARVN
Arvinas, Inc.

Healthcare
3
New
$23.66 - $32.73 $71 - $98.2
3 $0
TER
Teradyne, Inc

Technology
5
New
$114.25 - $163.0 $571 - $815
5 $0
TRMB
Trimble Inc.

Technology
5
New
$49.82 - $62.06 $249 - $310
5 $0
Amentum Holdings Inc
10
New
N/A
10 $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2
New
$320.55 - $412.94 $641 - $826
2 $0
Te Connectivity PLC
112
New
N/A
112 $0
BRO
Brown & Brown, Inc.

Financial Services
5
New
$89.11 - $105.82 $446 - $529
5 $0
Allbirds Inc
63
New
N/A
63 $0
VKTX
Viking Therapeutics, Inc.

Healthcare
8
New
$49.84 - $70.47 $399 - $564
8 $0
WYNN
Wynn Resorts LTD

Consumer Cyclical
5
New
$73.55 - $97.62 $368 - $488
5 $0
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
15
New
$14.84 - $21.08 $223 - $316
15 $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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