Carolinas Wealth Consulting LLC Purchases in Q3 2024

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOL
Abrdn Gold ETF Trust

ETFs
399
+ 160.24%
$22.26 - $25.51 $8.88K - $10.2K
648 $16K
SCCO
Southern Copper Corp

Basic Materials
100
New
$94.1 - $120.43 $9.41K - $12K
100 $11K
LDOS
Leidos Holdings, Inc.

Technology
71
New
$142.66 - $163.02 $10.1K - $11.6K
71 $11K
TWLO
Twilio Inc

Communication Services
182
New
$56.03 - $65.23 $10.2K - $11.9K
182 $11K
TECK
Teck Resources LTD

Basic Materials
212
New
$43.48 - $53.4 $9.22K - $11.3K
212 $11K
MS
Morgan Stanley

Financial Services
27
+ 2.59%
$92.07 - $106.96 $2.49K - $2.89K
1.07K $111K
PINS
Pinterest, Inc.

Communication Services
334
New
$28.66 - $43.51 $9.57K - $14.5K
334 $10K
LYV
Live Nation Entertainment, Inc.

Communication Services
10
+ 1.67%
$88.06 - $109.5 $881 - $1.1K
610 $66K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
6
+ 0.25%
$67.43 - $74.23 $405 - $445
2.42K $175K
SPGI
S&P Global Inc.

Financial Services
5
+ 5.56%
$446.32 - $527.38 $2.23K - $2.64K
95 $49K
CMCSA
Comcast Corp

Communication Services
28
+ 0.93%
$37.33 - $41.78 $1.05K - $1.17K
3.03K $126K
SYY
Sysco Corp

Consumer Defensive
47
+ 6.36%
$69.16 - $78.98 $3.25K - $3.71K
786 $61K
MSCI
Msci Inc.

Financial Services
6
+ 15.38%
$479.31 - $584.91 $2.88K - $3.51K
45 $26K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
24
+ 1.39%
$59.93 - $66.52 $1.44K - $1.6K
1.75K $116K
MET
Metlife Inc

Financial Services
32
+ 6.99%
$67.96 - $82.48 $2.17K - $2.64K
490 $40K
BLDR
Builders First Source, Inc.

Industrials
43
New
$132.6 - $201.83 $5.7K - $8.68K
43 $8K
DGRO
Ishares Core Dividend Growth E

ETFs
5
+ 0.32%
$57.47 - $62.76 $287 - $314
1.57K $98K
IP
International Paper CO

Consumer Cyclical
106
+ 23.04%
$42.55 - $49.98 $4.51K - $5.3K
566 $27K
AWK
American Water Works Company, Inc.

Utilities
7
+ 1.64%
$127.76 - $149.9 $894 - $1.05K
434 $63K
IYH
Ishares Tr

ETFs
131
New
$60.29 - $66.38 $7.9K - $8.7K
131 $8K
CL
Colgate Palmolive CO

Consumer Defensive
12
+ 1.26%
$95.54 - $108.77 $1.15K - $1.31K
965 $100K
EFG
Msci Eafe Growth ETF

ETFs
75
New
$96.84 - $108.77 $7.26K - $8.16K
75 $8K
GILD
Gilead Sciences, Inc.

Healthcare
15
+ 3.38%
$66.59 - $83.99 $999 - $1.26K
459 $38K
AVB
Avalonbay Communities Inc

Real Estate
3
+ 0.91%
$200.95 - $234.65 $603 - $704
334 $75K
STAG
Stag Industrial, Inc.

Real Estate
19
+ 1.04%
$35.42 - $40.98 $673 - $779
1.84K $72K
EHC
Encompass Health Corp

Healthcare
2
+ 0.32%
$83.97 - $97.17 $168 - $194
621 $60K
AON
Aon PLC

Financial Services
6
+ 6.0%
$293.16 - $351.06 $1.76K - $2.11K
106 $36K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
76
+ 36.71%
$76.94 - $79.54 $5.85K - $6.05K
283 $22K
PFE
Pfizer Inc

Healthcare
124
+ 4.57%
$27.7 - $31.39 $3.43K - $3.89K
2.84K $82K
HBAN
Huntington Bancshares Inc

Financial Services
20
+ 0.49%
$12.84 - $15.15 $257 - $303
4.14K $60K
IYR
Ishares Tr

ETFs
44
+ 39.64%
$86.93 - $103.61 $3.82K - $4.56K
155 $15K
CLSK
Cleanspark, Inc.

Technology
746
New
$8.09 - $19.79 $6.04K - $14.8K
746 $6K
PKG
Packaging Corp Of America

Consumer Cyclical
3
+ 1.69%
$176.32 - $215.7 $529 - $647
181 $38K
PRU
Prudential Financial Inc

Financial Services
44
+ 52.38%
$105.53 - $127.32 $4.64K - $5.6K
128 $15K
LNC
Lincoln National Corp

Financial Services
200
+ 30.77%
$28.71 - $34.05 $5.74K - $6.81K
850 $26K
EQIX
Equinix Inc

Real Estate
2
+ 5.71%
$749.0 - $890.01 $1.5K - $1.78K
37 $32K
GLDM
World Gold Trust

ETFs
65
+ 21.74%
$46.2 - $53.01 $3K - $3.45K
364 $18K
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 3.77%
$315.12 - $406.43 $630 - $813
55 $22K
HGER
Harbor ETF Tr All Weather Infl
226
New
$21.29 - $22.98 $4.81K - $5.19K
226 $5K
CNC
Centene Corp

Healthcare
44
+ 19.91%
$64.89 - $80.23 $2.86K - $3.53K
265 $19K
LSST
Natixis ETF Tr Loomis Sayles S

ETFs
222
New
$23.84 - $24.36 $5.29K - $5.41K
222 $5K
TILE
Interface Inc

Consumer Cyclical
1
+ 0.1%
$14.17 - $19.02 $14.2 - $19
1K $19K
PANW
Palo Alto Networks Inc

Technology
7
+ 0.77%
$294.18 - $368.01 $2.06K - $2.58K
920 $314K
PAYX
Paychex Inc

Industrials
2
+ 0.77%
$116.17 - $135.19 $232 - $270
262 $35K
AOM
Ishares Tr Core Moderate Alloc

ETFs
19
+ 0.97%
$42.66 - $45.18 $811 - $858
1.98K $89K
TGT
Target Corp

Consumer Defensive
7
+ 1.42%
$133.47 - $159.25 $934 - $1.11K
499 $77K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.18%
$125.95 - $139.96 $126 - $140
567 $79K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
82
New
$50.52 - $50.95 $4.14K - $4.18K
82 $4K
AOR
Ishares Tr Core Growth Allocat

ETFs
9
+ 0.75%
$55.15 - $59.31 $496 - $534
1.21K $71K
Activity Summary
Buys All Purchases 486 New Holdings 73 Increased Positions 413 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 0 Puts 0
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