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
FOXA
Fox Corp

Communication Services
-147
- 54.44%
$41.35 - $49.99 $6.08K - $7.35K
123 $5K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-208
- 2.8%
$124.26 - $134.12 $25.8K - $27.9K
7.22K $928K
AOR
Ishares Tr Core Growth Allocat

ETFs
-49
- 4.05%
$57.32 - $59.66 $2.81K - $2.92K
1.16K $66K
ABC
Amerisourcebergen Corp

Healthcare
-28
- 36.36%
N/A
49 $9K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-37
- 14.4%
$229.83 - $258.46 $8.5K - $9.56K
220 $54K
CCL
Carnival Corp

Consumer Cyclical
-250
- 86.21%
$17.34 - $26.8 $4.34K - $6.7K
40 $0
CCI
Crown Castle International Corp

Real Estate
-32
- 39.51%
$89.78 - $119.11 $2.87K - $3.81K
49 $4K
UPS
United Parcel Service Inc

Industrials
-12
- 3.37%
$122.65 - $138.35 $1.47K - $1.66K
344 $43K
CF
Cf Industries Holdings, Inc.

Basic Materials
-48
- 56.47%
$81.39 - $94.14 $3.91K - $4.52K
37 $3K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-202
- 15.37%
$54.89 - $64.32 $11.1K - $13K
1.11K $67K
MOTI
Vaneck Morningstar Internation

ETFs
-89
- 36.78%
$30.26 - $36.09 $2.69K - $3.21K
153 $4K
VTWO
Vanguard Russell 2000 ETF

ETFs
-53
- 5.51%
$87.42 - $98.06 $4.63K - $5.2K
909 $81K
EXPD
Expeditors International Of Washington Inc

Industrials
-8
- 4.65%
$110.5 - $128.26 $884 - $1.03K
164 $18K
ON
On Semiconductor Corp

Technology
-5
- 1.44%
$63.05 - $74.7 $315 - $374
342 $21K
YUM
Yum Brands Inc

Consumer Cyclical
-3
- 0.53%
$130.36 - $139.54 $391 - $419
564 $75K
SHEL
Shell PLC

Energy
-49
- 18.7%
$60.63 - $70.23 $2.97K - $3.44K
213 $13K
SPG
Simon Property Group Inc

Real Estate
-35
- 5.5%
$167.23 - $183.84 $5.85K - $6.43K
601 $103K
SNY
Sanofi

Healthcare
-21
- 9.29%
$45.89 - $57.31 $964 - $1.2K
205 $9K
DDOG
Datadog, Inc.

Technology
-47
- 56.63%
$113.98 - $168.65 $5.36K - $7.93K
36 $5K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-56
- 3.65%
$51.54 - $52.55 $2.89K - $2.94K
1.48K $76K
SHV
Ishares Tr

ETFs
-27
- 1.3%
$109.92 - $110.57 $2.97K - $2.99K
2.05K $225K
TWLO
Twilio Inc

Communication Services
-113
- 62.09%
$63.73 - $114.96 $7.2K - $13K
69 $7K
SPGI
S&P Global Inc.

Financial Services
-3
- 3.16%
$480.36 - $529.17 $1.44K - $1.59K
92 $45K
DEO
Diageo PLC

Consumer Defensive
-29
- 74.36%
$118.0 - $139.88 $3.42K - $4.06K
10 $1K
EOG
Eog Resources Inc

Energy
-25
- 10.04%
$118.22 - $136.54 $2.96K - $3.41K
224 $27K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-94
- 62.67%
$34.25 - $37.94 $3.22K - $3.57K
56 $2K
VIRT
Virtu Financial, Inc.

Financial Services
-93
- 40.43%
$30.43 - $37.95 $2.83K - $3.53K
137 $4K
KHC
Kraft Heinz CO

Consumer Defensive
-78
- 61.42%
$30.1 - $36.02 $2.35K - $2.81K
49 $1K
MT
Arcelor Mittal

Basic Materials
-17
- 2.06%
$22.93 - $26.51 $390 - $451
808 $18K
OXY
Occidental Petroleum Corp

Energy
-2
- 0.2%
$45.36 - $55.91 $90.7 - $112
985 $48K
TJX
Tjx Companies Inc

Consumer Cyclical
-80
- 3.28%
$112.15 - $127.2 $8.97K - $10.2K
2.36K $285K
PSN
Parsons Corp

Industrials
-8
- 13.11%
$92.25 - $113.31 $738 - $906
53 $4K
MPWR
Monolithic Power Systems Inc

Technology
-2
- 66.67%
$560.06 - $942.58 $1.12K - $1.89K
1 $0
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-114
- 74.03%
$13.01 - $14.43 $1.48K - $1.65K
40 $0
CFG
Citizens Financial Group Inc

Financial Services
-91
- 13.04%
$39.92 - $48.46 $3.63K - $4.41K
607 $26K
TDG
Trans Digm Group Inc

Industrials
-1
- 20.0%
$1239.0 - $1442.53 $1.24K - $1.44K
4 $5K
XLP
Consumer Staples Sector Spdr

ETFs
-16
- 3.69%
N/A
418 $31K
CSX
Csx Corp

Industrials
-18
- 1.96%
$31.58 - $36.88 $568 - $664
899 $29K
UL
Unilever PLC

Consumer Defensive
-19
- 14.29%
$56.7 - $64.64 $1.08K - $1.23K
114 $6K
EFX
Equifax Inc

Industrials
-5
- 41.67%
$245.03 - $293.5 $1.23K - $1.47K
7 $1K
NFLX
Netflix Inc

Communication Services
-86
- 20.92%
$687.65 - $936.56 $59.1K - $80.5K
325 $289K
MA
Mastercard Inc

Financial Services
-36
- 6.91%
$491.3 - $536.15 $17.7K - $19.3K
485 $255K
HSBC
Hsbc Holdings PLC

Financial Services
-50
- 59.52%
$43.83 - $49.51 $2.19K - $2.48K
34 $1K
RIO
Rio Tinto PLC

Basic Materials
-15
- 28.3%
$58.59 - $71.15 $879 - $1.07K
38 $2K
RELX
Relx PLC

Communication Services
-23
- 14.65%
$44.45 - $48.63 $1.02K - $1.12K
134 $6K
PHG
Koninklijke Philips Nv

Healthcare
-6
- 4.38%
$24.71 - $32.66 $148 - $196
131 $3K
STE
Steris PLC

Healthcare
-1
- 3.7%
$204.34 - $235.7 $204 - $236
26 $5K
CHD
Church & Dwight CO Inc

Consumer Defensive
-5
- 50.0%
$99.11 - $112.25 $496 - $561
5 $0
AMKR
Amkor Technology, Inc.

Technology
-8
- 11.27%
$25.13 - $31.61 $201 - $253
63 $1K
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
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email