Carolinas Wealth Consulting LLC Reduced Holdings in Q4 2024

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
-722
- 70.1%
$36.46 - $82.38 $26.3K - $59.5K
308 $23K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-72
- 92.31%
$176.4 - $231.84 $12.7K - $16.7K
6 $1K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-140
- 54.9%
$96.64 - $101.23 $13.5K - $14.2K
115 $11K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-232
- 11.71%
$43.44 - $45.05 $10.1K - $10.5K
1.75K $76K
KLAC
Kla Corp

Technology
-13
- 36.11%
$614.46 - $829.55 $7.99K - $10.8K
23 $14K
STZ
Constellation Brands, Inc.

Consumer Defensive
-34
- 22.37%
$219.66 - $257.62 $7.47K - $8.76K
118 $26K
CMCSA
Comcast Corp

Communication Services
-10
- 0.33%
$37.39 - $45.14 $374 - $451
3.02K $113K
BXP
Boston Properties Inc

Real Estate
-139
- 91.45%
$73.33 - $89.72 $10.2K - $12.5K
13 $0
MCHP
Microchip Technology Inc

Technology
-119
- 54.84%
$55.51 - $79.05 $6.61K - $9.41K
98 $5K
VT
Vanguard Total World Stk Index

ETFs
-66
- 4.47%
$117.09 - $123.07 $7.73K - $8.12K
1.41K $165K
SHW
Sherwin Williams CO

Basic Materials
-2
- 0.77%
$338.75 - $399.71 $678 - $799
259 $88K
CAT
Caterpillar Inc

Industrials
-6
- 1.83%
$360.37 - $416.88 $2.16K - $2.5K
321 $116K
QCOM
Qualcomm Inc

Technology
-10
- 1.9%
$150.4 - $178.04 $1.5K - $1.78K
517 $79K
INTC
Intel Corp

Technology
-54
- 2.17%
$19.07 - $26.23 $1.03K - $1.42K
2.44K $48K
TGT
Target Corp

Consumer Defensive
-3
- 0.6%
$121.59 - $160.69 $365 - $482
496 $67K
LEN
Lennar Corp

Consumer Cyclical
-29
- 29.0%
$136.2 - $188.96 $3.95K - $5.48K
71 $9K
DELL
Dell Technologies Inc.

Technology
-56
- 6.79%
$111.96 - $144.21 $6.27K - $8.08K
769 $88K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-75
- 28.41%
$125.5 - $148.67 $9.41K - $11.2K
189 $25K
ALL
Allstate Corp

Financial Services
-47
- 51.09%
$181.25 - $208.2 $8.52K - $9.79K
45 $8K
PHM
Pultegroup Inc

Consumer Cyclical
-53
- 54.64%
$108.86 - $149.04 $5.77K - $7.9K
44 $4K
VO
Vanguard Mid Cap ETF

ETFs
-38
- 1.0%
$261.5 - $284.63 $9.94K - $10.8K
3.76K $992K
EME
Emcor Group, Inc.

Industrials
-20
- 54.05%
$427.96 - $526.95 $8.56K - $10.5K
17 $7K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-10
- 6.29%
$232.27 - $300.43 $2.32K - $3K
149 $35K
HCA
Hca Healthcare, Inc.

Healthcare
-7
- 12.73%
$297.52 - $415.61 $2.08K - $2.91K
48 $14K
CPRT
Copart Inc

Consumer Cyclical
-186
- 41.15%
$51.36 - $63.8 $9.55K - $11.9K
266 $15K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-76
- 29.69%
$111.85 - $120.71 $8.5K - $9.17K
180 $20K
GD
General Dynamics Corp

Industrials
-7
- 4.7%
$260.28 - $314.03 $1.82K - $2.2K
142 $37K
RF
Regions Financial Corp

Financial Services
-352
- 9.18%
$22.45 - $27.47 $7.9K - $9.67K
3.48K $81K
HUM
Humana Inc

Healthcare
-25
- 89.29%
$233.89 - $304.18 $5.85K - $7.6K
3 $0
GLD
Spdr Gold Trust

ETFs
-8
- 0.16%
$236.59 - $257.5 $1.89K - $2.06K
5.12K $1.24M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-55
- 62.5%
$138.3 - $192.95 $7.61K - $10.6K
33 $5K
VMC
Vulcan Materials CO

Basic Materials
-31
- 14.55%
$237.95 - $292.31 $7.38K - $9.06K
182 $46K
CDNS
Cadence Design Systems Inc

Technology
-29
- 67.44%
$249.1 - $324.54 $7.22K - $9.41K
14 $4K
UCBI
United Community Banks Inc

Financial Services
-223
- 70.13%
N/A
95 $2K
SNPS
Synopsys Inc

Technology
-10
- 8.33%
$485.36 - $588.0 $4.85K - $5.88K
110 $53K
LDOS
Leidos Holdings, Inc.

Technology
-40
- 56.34%
$143.17 - $201.39 $5.73K - $8.06K
31 $4K
MCD
Mcdonalds Corp

Consumer Cyclical
-4
- 1.07%
$288.47 - $316.54 $1.15K - $1.27K
369 $106K
BSX
Boston Scientific Corp

Healthcare
-109
- 17.17%
$83.62 - $91.5 $9.11K - $9.97K
526 $46K
CE
Celanese Corp

Basic Materials
-51
- 77.27%
$67.03 - $136.68 $3.42K - $6.97K
15 $1K
PINS
Pinterest, Inc.

Communication Services
-187
- 55.99%
$28.24 - $34.15 $5.28K - $6.39K
147 $4K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-42
- 56.0%
$173.13 - $258.09 $7.27K - $10.8K
33 $7K
XLE
Energy Sector Spdr

ETFs
-18
- 0.93%
$83.32 - $97.27 $1.5K - $1.75K
1.92K $164K
ROST
Ross Stores, Inc.

Consumer Cyclical
-39
- 44.32%
$138.59 - $156.61 $5.41K - $6.11K
49 $7K
UAL
United Airlines Holdings, Inc.

Industrials
-165
- 64.96%
$55.62 - $102.44 $9.18K - $16.9K
89 $8K
COP
Conocophillips

Energy
-4
- 0.45%
$95.12 - $114.72 $380 - $459
893 $88K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-431
- 44.76%
$12.74 - $14.23 $5.49K - $6.13K
532 $6K
EXR
Extra Space Storage Inc.

Real Estate
-17
- 14.91%
$142.35 - $178.32 $2.42K - $3.03K
97 $14K
DOW
Dow Inc.

Basic Materials
-18
- 4.99%
$39.1 - $55.34 $704 - $996
343 $13K
EW
Edwards Lifesciences Corp

Healthcare
-92
- 71.88%
$64.54 - $75.92 $5.94K - $6.98K
36 $2K
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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