Carolina Wealth Advisors, LLC Purchases in Q3 2024

Carolina Wealth Advisors, LLC

  • $189 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9
New
$1015.62 - $1159.62 $9.14K - $10.4K
9 $10K
JNJ
Johnson & Johnson

Healthcare
43
+ 17.92%
$145.48 - $167.38 $6.26K - $7.2K
283 $45K
SBUX
Starbucks Corp

Consumer Cyclical
48
+ 18.82%
$72.51 - $98.6 $3.48K - $4.73K
303 $29K
CPRT
Copart Inc

Consumer Cyclical
198
New
$49.19 - $55.54 $9.74K - $11K
198 $10K
VTRS
Viatris Inc

Healthcare
169
+ 2.29%
$10.32 - $12.13 $1.74K - $2.05K
7.55K $87K
CRM
Salesforce, Inc.

Technology
29
+ 111.54%
$238.42 - $276.53 $6.91K - $8.02K
55 $15K
PEP
Pepsico Inc

Consumer Defensive
36
+ 7.2%
$161.9 - $179.3 $5.83K - $6.45K
536 $91K
ACN
Accenture PLC

Technology
18
+ 31.03%
$295.44 - $355.81 $5.32K - $6.4K
76 $26K
CI
Cigna Corp

Healthcare
27
New
$319.12 - $367.1 $8.62K - $9.91K
27 $9K
BFH
Bread Financial Holdings, Inc.

Financial Services
24
+ 1.11%
$44.5 - $58.6 $1.07K - $1.41K
2.19K $104K
TGT
Target Corp

Consumer Defensive
30
+ 6.13%
$133.47 - $159.25 $4K - $4.78K
519 $80K
BRO
Brown & Brown, Inc.

Financial Services
84
New
$89.11 - $105.82 $7.49K - $8.89K
84 $8K
AXP
American Express CO

Financial Services
28
+ 175.0%
$225.92 - $271.17 $6.33K - $7.59K
44 $11K
TTD
Trade Desk, Inc.

Technology
75
New
$83.08 - $110.79 $6.23K - $8.31K
75 $8K
COP
Conocophillips

Energy
81
New
$102.3 - $116.61 $8.29K - $9.45K
81 $8K
MCK
Mckesson Corp

Healthcare
15
New
$479.06 - $630.38 $7.19K - $9.46K
15 $7K
ADI
Analog Devices Inc

Technology
31
New
$200.56 - $243.33 $6.22K - $7.54K
31 $7K
CSGP
Costar Group, Inc.

Real Estate
98
New
$71.59 - $79.61 $7.02K - $7.8K
98 $7K
VMC
Vulcan Materials CO

Basic Materials
29
New
$231.83 - $274.51 $6.72K - $7.96K
29 $7K
PLD
Prologis, Inc.

Real Estate
61
New
$111.95 - $132.43 $6.83K - $8.08K
61 $7K
AMZN
Amazon Com Inc

Consumer Cyclical
108
+ 5.71%
$161.02 - $200.0 $17.4K - $21.6K
2K $372K
ROP
Roper Technologies Inc

Industrials
13
New
$515.25 - $576.55 $6.7K - $7.5K
13 $7K
ING
Ing Groep Nv

Financial Services
400
New
$16.55 - $18.66 $6.62K - $7.46K
400 $7K
MKL
Markel Corp

Financial Services
4
New
$1494.55 - $1645.69 $5.98K - $6.58K
4 $6K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
15
New
$460.0 - $505.78 $6.9K - $7.59K
15 $6K
GD
General Dynamics Corp

Industrials
23
New
$279.51 - $308.09 $6.43K - $7.09K
23 $6K
UNP
Union Pacific Corp

Industrials
26
New
$221.78 - $256.09 $5.77K - $6.66K
26 $6K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
6
New
$1024.09 - $1201.76 $6.14K - $7.21K
6 $6K
RTX
Raytheon Technologies Corp

Industrials
51
New
$99.55 - $123.34 $5.08K - $6.29K
51 $6K
MNST
Monster Beverage Corp

Consumer Defensive
122
New
$45.01 - $52.47 $5.49K - $6.4K
122 $6K
DIS
Walt Disney CO

Communication Services
72
+ 19.57%
$85.6 - $98.61 $6.16K - $7.1K
440 $42K
MS
Morgan Stanley

Financial Services
58
New
$92.07 - $106.96 $5.34K - $6.2K
58 $6K
FCX
Freeport Mcmoran Inc

Basic Materials
120
New
$39.52 - $51.92 $4.74K - $6.23K
120 $5K
ETN
Eaton Corp PLC

Industrials
17
New
$272.52 - $333.02 $4.63K - $5.66K
17 $5K
TYL
Tyler Technologies Inc

Technology
10
New
$499.52 - $595.46 $5K - $5.95K
10 $5K
FICO
Fair Isaac Corp

Technology
3
New
$1496.51 - $1947.38 $4.49K - $5.84K
3 $5K
GOOG
Alphabet Inc.

Communication Services
47
+ 23.5%
$149.54 - $192.66 $7.03K - $9.06K
247 $41K
KLAC
Kla Corp

Technology
7
New
$696.17 - $892.35 $4.87K - $6.25K
7 $5K
CB
Chubb LTD

Financial Services
20
New
$252.51 - $292.2 $5.05K - $5.84K
20 $5K
LEN
Lennar Corp

Consumer Cyclical
30
New
$142.5 - $192.45 $4.28K - $5.77K
30 $5K
D
Dominion Energy, Inc

Utilities
88
New
$48.01 - $58.53 $4.22K - $5.15K
88 $5K
CBRE
Cbre Group, Inc.

Real Estate
46
New
$85.97 - $124.48 $3.95K - $5.73K
46 $5K
ACGL
Arch Capital Group Ltd.

Financial Services
45
New
$94.47 - $114.25 $4.25K - $5.14K
45 $5K
ABT
Abbott Laboratories

Healthcare
48
New
$100.07 - $118.13 $4.8K - $5.67K
48 $5K
HCC
Warrior Met Coal, Inc.

Basic Materials
41
+ 2.07%
$51.68 - $73.37 $2.12K - $3.01K
2.02K $129K
SHOP
Shopify Inc.

Technology
69
New
$52.26 - $80.75 $3.61K - $5.57K
69 $5K
LYV
Live Nation Entertainment, Inc.

Communication Services
48
New
$88.06 - $109.5 $4.23K - $5.26K
48 $5K
IT
Gartner Inc

Technology
11
New
$441.32 - $516.47 $4.85K - $5.68K
11 $5K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
25
New
$210.25 - $231.86 $5.26K - $5.8K
25 $5K
Activity Summary
Buys All Purchases 187 New Holdings 135 Increased Positions 52 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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