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
ENS
Ener Sys

Industrials
-4
- 13.33%
$91.53 - $104.0 $366 - $416
26 $2K
BOX
Box Inc

Technology
-13
- 12.5%
$31.6 - $35.65 $411 - $463
91 $2K
FELE
Franklin Electric CO Inc

Industrials
-4
- 10.0%
$95.71 - $110.4 $383 - $442
36 $3K
KMB
Kimberly Clark Corp

Consumer Defensive
-5
- 15.63%
$130.37 - $146.09 $652 - $730
27 $3K
GWW
W.W. Grainger, Inc.

Industrials
-1
- 12.5%
$1023.06 - $1220.93 $1.02K - $1.22K
7 $7K
SAP
Sap Se

Technology
-9
- 17.31%
$218.13 - $255.54 $1.96K - $2.3K
43 $10K
SMG
Scotts Miracle Gro CO

Basic Materials
-6
- 11.54%
$65.14 - $93.47 $391 - $561
46 $3K
CBT
Cabot Corp

Basic Materials
-4
- 10.0%
$90.64 - $117.0 $363 - $468
36 $3K
DHI
Horton D R Inc

Consumer Cyclical
-1
- 4.35%
$137.24 - $194.56 $137 - $195
22 $3K
STX
Seagate Technology Holdings PLC

Technology
-5
- 33.33%
$86.31 - $112.64 $432 - $563
10 $0
TYL
Tyler Technologies Inc

Technology
-2
- 66.67%
$576.64 - $635.69 $1.15K - $1.27K
1 $0
HAL
Halliburton CO

Energy
-40
- 76.92%
$25.77 - $31.99 $1.03K - $1.28K
12 $0
R
Ryder System Inc

Industrials
-3
- 14.29%
$138.78 - $170.03 $416 - $510
18 $2K
NU
Nu Holdings Ltd.

Financial Services
-28
- 14.89%
$10.24 - $15.89 $287 - $445
160 $1K
MNST
Monster Beverage Corp

Consumer Defensive
-20
- 24.39%
$49.24 - $56.38 $985 - $1.13K
62 $3K
FMC
Fmc Corp

Basic Materials
-10
- 58.82%
$47.86 - $66.62 $479 - $666
7 $0
HLN
Haleon PLC

Healthcare
-58
- 16.02%
$9.23 - $10.71 $535 - $621
304 $2K
OGS
One Gas, Inc.

Utilities
-5
- 12.2%
$66.96 - $78.69 $335 - $393
36 $2K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-19
- 16.52%
$62.09 - $82.32 $1.18K - $1.56K
96 $6K
BALL
Ball Corp

Consumer Cyclical
-5
- 22.73%
$54.84 - $67.94 $274 - $340
17 $0
OII
Oceaneering International Inc

Energy
-17
- 12.98%
$23.23 - $30.58 $395 - $520
114 $2K
APA
Apa Corp

Energy
-5
- 10.87%
$20.47 - $27.07 $102 - $135
41 $0
AIR
Aar Corp

Industrials
-6
- 12.77%
$58.4 - $70.82 $350 - $425
41 $2K
BPT
Bp Prudhoe Bay Royalty Trust

Energy
-565
- 56.5%
$0.54 - $1.37 $305 - $774
435 $0
PH
Parker Hannifin Corp

Industrials
-3
- 5.45%
$621.74 - $709.46 $1.87K - $2.13K
52 $33K
FCFS
First Cash Holdings, Inc.

Financial Services
-4
- 13.33%
$100.54 - $114.86 $402 - $459
26 $2K
BCS
Barclays PLC

Financial Services
-120
- 19.67%
$11.65 - $13.67 $1.4K - $1.64K
490 $6K
FORM
Formfactor Inc

Technology
-10
- 10.1%
$37.74 - $48.72 $377 - $487
89 $3K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-3
- 5.17%
$49.78 - $66.55 $149 - $200
55 $2K
PNW
Pinnacle West Capital Corp

Utilities
-1
- 4.35%
$84.03 - $94.52 $84 - $94.5
22 $1K
BBY
Best Buy CO Inc

Consumer Cyclical
-3
- 7.32%
$85.2 - $101.35 $256 - $304
38 $3K
MTH
Meritage Homes Corp

Consumer Cyclical
-2
- 10.53%
$151.91 - $205.12 $304 - $410
17 $2K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2
- 0.8%
$100.22 - $100.73 $200 - $201
248 $24K
TNET
Trinet Group, Inc.

Industrials
-3
- 15.0%
$80.31 - $98.2 $241 - $295
17 $1K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-21
- 10.66%
$172.07 - $207.36 $3.61K - $4.35K
176 $34K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-9
- 10.98%
$38.7 - $51.36 $348 - $462
73 $3K
Smurfit Westrock PLC
-12
- 2.33%
N/A
504 $0
PNR
Pentair PLC

Industrials
-7
- 25.0%
$95.0 - $109.21 $665 - $764
21 $2K
AIN
Albany International Corp

Consumer Cyclical
-4
- 12.9%
$67.92 - $87.46 $272 - $350
27 $2K
GRMN
Garmin LTD

Technology
-18
- 13.43%
$161.91 - $220.77 $2.91K - $3.97K
116 $23K
Linde PLC
-9
- 3.9%
N/A
222 $0
BMI
Badger Meter Inc

Technology
-1
- 25.0%
$199.06 - $237.67 $199 - $238
3 $0
PARA
Paramount Global

Communication Services
-52
- 9.42%
$10.27 - $11.57 $534 - $602
500 $5K
BBD
Bank Bradesco

Financial Services
-40
- 12.86%
$1.87 - $2.77 $74.8 - $111
271 $0
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-2
- 0.22%
$9.64 - $10.11 $19.3 - $20.2
923 $9K
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
-33
- 15.49%
$24.84 - $30.54 $820 - $1.01K
180 $5K
UBSI
United Bankshares Inc

Financial Services
-8
- 10.0%
$35.53 - $43.29 $284 - $346
72 $2K
WWW
Wolverine World Wide Inc

Consumer Cyclical
-14
- 13.86%
$15.36 - $24.25 $215 - $340
87 $1K
Arm Holdings PLC
-2
- 16.67%
N/A
10 $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
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