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
IWB
Ishares Tr Russell 1000 ETF

ETFs
-95
- 2.06%
$311.11 - $335.64 $29.6K - $31.9K
4.53K $1.46M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-124
- 3.26%
$7.33 - $12.37 $909 - $1.53K
3.68K $39K
NOW
Service Now, Inc.

Technology
-21
- 11.6%
$867.18 - $1148.42 $18.2K - $24.1K
160 $169K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-16
- 1.2%
$77.25 - $91.3 $1.24K - $1.46K
1.32K $112K
COST
Costco Wholesale Corp

Consumer Defensive
-20
- 2.03%
$873.59 - $994.69 $17.5K - $19.9K
966 $885K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-3.9K
- 6.75%
$42.05 - $48.31 $164K - $189K
54K $2.5M
MS
Morgan Stanley

Financial Services
-10
- 0.94%
$104.42 - $134.99 $1.04K - $1.35K
1.06K $133K
VGT
Vanguard Information Technolog

ETFs
-26
- 2.18%
$571.78 - $647.97 $14.9K - $16.8K
1.17K $725K
KKR
Kkr & Co. Inc.

Financial Services
-351
- 6.6%
$129.87 - $162.87 $45.6K - $57.2K
4.97K $735K
WMT
Walmart Inc.

Consumer Defensive
-6
- 0.13%
$79.1 - $95.7 $475 - $574
4.49K $405K
V
Visa Inc.

Financial Services
-7
- 0.44%
$273.87 - $320.91 $1.92K - $2.25K
1.57K $495K
JPM
Jpmorgan Chase & CO

Financial Services
-433
- 7.35%
$205.18 - $250.29 $88.8K - $108K
5.46K $1.31M
SOFI
So Fi Technologies, Inc.

Financial Services
-15K
- 37.5%
$7.63 - $16.88 $114K - $253K
25K $385K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-51
- 0.61%
$45.39 - $62.98 $2.31K - $3.21K
8.24K $468K
AVDX
Avid Xchange Holdings, Inc.

Technology
-14.8K
- 12.38%
$7.66 - $11.59 $113K - $171K
105K $1.08M
BX
Blackstone Inc.

Financial Services
-731
- 5.91%
$148.45 - $199.05 $109K - $146K
11.6K $2.01M
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 0.19%
$570.51 - $610.59 $13.1K - $14K
11.9K $7.03M
NVDA
Nvidia Corp

Technology
-2.4K
- 6.62%
$117.0 - $148.88 $280K - $357K
33.8K $4.54M
TCHP
T Rowe Price Exchange Traded F

Technology
-6.38K
- 3.45%
$39.17 - $43.9 $250K - $280K
178K $7.51M
AVGO
Broadcom Inc.

Technology
-635
- 4.76%
$159.67 - $250.0 $101K - $159K
12.7K $2.95M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-2.94K
- 3.6%
$92.95 - $129.87 $273K - $381K
78.6K $8.99M
AMZN
Amazon Com Inc

Consumer Cyclical
-538
- 1.46%
$180.88 - $232.93 $97.3K - $125K
36.3K $7.97M
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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