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
Amentum Holdings Inc
-5
- 50.0%
N/A
5 $0
Ftai Aviation LTD
-329
- 39.17%
N/A
511 $0
TRMK
Trustmark Corp

Financial Services
-10
- 10.1%
$30.94 - $39.97 $309 - $400
89 $3K
AROC
Archrock, Inc.

Energy
-12
- 11.65%
$19.92 - $26.66 $239 - $320
91 $2K
FCPT
Four Corners Property Trust, Inc.

Real Estate
-10
- 11.76%
$26.74 - $29.73 $267 - $297
75 $2K
HTLF
Heartland Financial Usa Inc

Financial Services
-5
- 8.93%
$54.47 - $69.06 $272 - $345
51 $3K
PEAK
Healthpeak Properties, Inc.

Real Estate
-15
- 33.33%
N/A
30 $0
HSY
Hershey CO

Consumer Defensive
-3
- 33.33%
$168.67 - $193.65 $506 - $581
6 $1K
FDS
Factset Research Systems Inc

Financial Services
-1
- 8.33%
$449.69 - $495.72 $450 - $496
11 $5K
HXL
Hexcel Corp

Industrials
-7
- 12.5%
$58.56 - $65.31 $410 - $457
49 $3K
PLXS
Plexus Corp

Technology
-2
- 8.7%
$133.8 - $168.44 $268 - $337
21 $3K
POOL
Pool Corp

Industrials
-1
- 50.0%
$339.32 - $390.03 $339 - $390
1 $0
EFSC
Enterprise Financial Services Corp

Financial Services
-6
- 10.53%
$49.0 - $61.38 $294 - $368
51 $2K
KR
Kroger CO

Consumer Defensive
-5
- 5.68%
$55.21 - $63.3 $276 - $317
83 $5K
FRME
First Merchants Corp

Financial Services
-8
- 10.26%
$35.52 - $44.97 $284 - $360
70 $2K
GATX
Gatx Corp

Industrials
-3
- 12.0%
$128.5 - $165.82 $386 - $497
22 $3K
FLS
Flowserve Corp

Industrials
-10
- 11.36%
$51.87 - $62.0 $519 - $620
78 $4K
Ge Healthcare Technologies I
-15
- 4.29%
N/A
335 $0
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-15
- 7.89%
$58.39 - $67.04 $876 - $1.01K
175 $11K
MOGA
Moog Inc Cla
-2
- 8.7%
N/A
21 $0
Liberty Media Corp Del
-13
- 26.0%
N/A
37 $0
Gsk PLC
-25
- 9.88%
N/A
228 $0
Natwest Group PLC
-35
- 31.25%
N/A
77 $0
NWSA
News Corp

Communication Services
-20
- 66.67%
$25.68 - $29.86 $514 - $597
10 $0
ENTG
Entegris Inc

Technology
-2
- 11.76%
$97.67 - $112.92 $195 - $226
15 $1K
REVG
Rev Group, Inc.

Industrials
-10
- 15.63%
$26.35 - $35.23 $264 - $352
54 $1K
SPXC
Spx Corp

Industrials
-3
- 9.68%
$143.2 - $181.56 $430 - $545
28 $4K
RGA
Reinsurance Group Of America Inc

Financial Services
-3
- 13.64%
$201.26 - $231.95 $604 - $696
19 $4K
CSGP
Costar Group, Inc.

Real Estate
-5
- 25.0%
$69.7 - $81.97 $349 - $410
15 $1K
Siriusxm Holdings Inc
-44
- 10.38%
N/A
380 $0
DRI
Darden Restaurants Inc

Consumer Cyclical
-5
- 41.67%
$155.96 - $188.66 $780 - $943
7 $1K
ICE
Intercontinental Exchange, Inc.

Financial Services
-3
- 8.11%
$148.29 - $166.93 $445 - $501
34 $5K
OFC
Corporate Office Properties Trust

Real Estate
-6
- 10.53%
N/A
51 $1K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-10
- 38.46%
$27.09 - $32.06 $271 - $321
16 $0
SF
Stifel Financial Corp

Financial Services
-4
- 11.43%
$93.4 - $117.72 $374 - $471
31 $3K
DAR
Darling Ingredients Inc.

Consumer Defensive
-9
- 11.25%
$33.0 - $43.05 $297 - $387
71 $2K
SSNC
Ss&C Technologies Holdings Inc

Technology
-4
- 2.11%
$69.93 - $77.36 $280 - $309
186 $14K
EIX
Edison International

Utilities
-5
- 25.0%
$77.93 - $88.36 $390 - $442
15 $1K
HMN
Horace Mann Educators Corp

Financial Services
-4
- 10.81%
$34.36 - $42.64 $137 - $171
33 $1K
HDRO
ETF Ser Solutions Defiance Nex

ETFs
-438
- 87.6%
$4.56 - $37.83 $2K - $16.6K
62 $2K
HLI
Houlihan Lokey, Inc.

Financial Services
-4
- 9.76%
$158.81 - $190.49 $635 - $762
37 $6K
ITGR
Integer Holdings Corp

Healthcare
-4
- 11.11%
$124.32 - $141.16 $497 - $565
32 $4K
DXCM
Dexcom Inc

Healthcare
-4
- 20.0%
$65.68 - $81.01 $263 - $324
16 $1K
Core Laboratories Inc
-15
- 13.89%
N/A
93 $0
EQIX
Equinix Inc

Real Estate
-1
- 2.7%
$865.69 - $985.0 $866 - $985
36 $33K
VTRS
Viatris Inc

Healthcare
-10
- 0.33%
$11.32 - $13.37 $113 - $134
3.01K $37K
BMY
Bristol Myers Squibb CO

Healthcare
-132
- 6.79%
$51.92 - $59.94 $6.85K - $7.91K
1.81K $102K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-26
- 10.12%
$107.98 - $143.92 $2.81K - $3.74K
231 $31K
MO
Altria Group, Inc.

Consumer Defensive
-167
- 1.52%
$49.06 - $57.74 $8.19K - $9.64K
10.8K $565K
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