Carolinas Wealth Consulting LLC Purchases in Q4 2024

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2
+ 2.67%
$26.63 - $30.23 $53.3 - $60.5
77 $2K
AKAM
Akamai Technologies Inc

Technology
5
New
N/A
5 $0
VGSH
Vanguard

ETFs
6
+ 0.83%
$58.02 - $58.88 $348 - $353
728 $42K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
24
+ 55.81%
$25.57 - $30.9 $614 - $742
67 $1K
ADM
Archer Daniels Midland CO

Consumer Defensive
19
+ 12.84%
$49.38 - $59.52 $938 - $1.13K
167 $8K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
19
+ 4.85%
$8.24 - $11.07 $157 - $210
411 $3K
UFCS
United Fire Group Inc

Financial Services
27
New
$19.26 - $31.55 $520 - $852
27 $0
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.06%
$563.99 - $620.12 $564 - $620
1.74K $990K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1
+ 3.33%
$42.32 - $55.35 $42.3 - $55.4
31 $1K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3
+ 0.79%
$84.34 - $95.14 $253 - $285
385 $33K
VST
Vistra Corp.

Utilities
3
New
$115.74 - $166.61 $347 - $500
3 $0
SBAC
Sba Communications Corp

Real Estate
10
+ 15.63%
$198.24 - $249.31 $1.98K - $2.49K
74 $15K
WDC
Western Digital Corp

Technology
2
+ 40.0%
$59.62 - $73.43 $119 - $147
7 $0
WST
West Pharmaceutical Services Inc

Healthcare
1
New
$285.69 - $344.0 $286 - $344
1 $0
T Rowe Price ETF Inc
57.8K
+ 15.39%
N/A
434K $0
AEIS
Advanced Energy Industries Inc

Industrials
2
+ 4.88%
$101.71 - $122.72 $203 - $245
43 $4K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9
+ 3.18%
$77.86 - $79.27 $701 - $713
292 $22K
KBR
Kbr, Inc.

Industrials
2
+ 5.88%
$55.19 - $72.02 $110 - $144
36 $2K
Fidelity Covington Trust
1
+ 0.07%
N/A
1.35K $0
CHDN
Churchill Downs Inc

Consumer Cyclical
5
+ 9.26%
$129.55 - $147.45 $648 - $737
59 $7K
BLDR
Builders First Source, Inc.

Industrials
16
+ 37.21%
$142.93 - $198.25 $2.29K - $3.17K
59 $8K
FR
First Industrial Realty Trust Inc

Real Estate
14
+ 66.67%
$49.6 - $55.9 $694 - $783
35 $1K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
41
+ 4.26%
$46.31 - $51.02 $1.9K - $2.09K
1K $47K
Reddit Inc
100
New
N/A
100 $0
FYX
First Tr Small Cap Core Alphad

ETFs
1
+ 0.64%
$96.51 - $110.53 $96.5 - $111
158 $15K
RDVY
First Trust Rising Dividend Ac

ETFs
2
+ 0.64%
$58.65 - $64.37 $117 - $129
313 $18K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1
+ 0.38%
$50.35 - $50.69 $50.4 - $50.7
262 $13K
Fidelity Covington Trust
2
+ 0.4%
N/A
504 $0
Jacobs Solutions Inc
4
+ 36.36%
N/A
15 $0
BFB
Brown Forman Corp Cl B
20
+ 26.67%
N/A
95 $0
Ferguson Enterprises Inc
17
+ 28.81%
N/A
76 $0
CI
Cigna Corp

Healthcare
1
+ 9.09%
$265.59 - $358.58 $266 - $359
12 $3K
Ishares Bitcoin Trust ETF
396
+ 8.51%
N/A
5.05K $0
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1
+ 0.17%
$47.66 - $51.97 $47.7 - $52
591 $28K
Fidelity Wise Origin Bitcoin
700
+ 28.76%
N/A
3.13K $0
IEP
Icahn Enterprises L.P.

Industrials
2
+ 8.7%
$8.67 - $15.49 $17.3 - $31
25 $0
AOA
Ishares Tr Core Aggressive All

ETFs
1
+ 1.82%
$76.61 - $79.88 $76.6 - $79.9
56 $4K
CHK
Chesapeake Energy Corp

Energy
5
New
$81.46 - $87.57 $407 - $438
5 $0
FTV
Fortive Corp

Technology
5
+ 100.0%
$71.16 - $79.68 $356 - $398
10 $0
HALO
Halozyme Therapeutics, Inc.

Healthcare
2
+ 7.69%
$42.57 - $61.09 $85.1 - $122
28 $1K
HAS
Hasbro, Inc.

Consumer Cyclical
10
+ 19.61%
$55.71 - $72.94 $557 - $729
61 $3K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
5
+ 31.25%
$32.82 - $45.55 $164 - $228
21 $0
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
6
+ 0.48%
$40.82 - $45.39 $245 - $272
1.25K $51K
PEY
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.84%
$21.1 - $23.08 $42.2 - $46.2
240 $5K
Canadian Pacific Kansas City
16
+ 25.0%
N/A
80 $0
HUBG
Hub Group, Inc.

Industrials
12
+ 52.17%
$42.15 - $53.2 $506 - $638
35 $1K
CSL
Carlisle Companies Inc

Industrials
2
+ 66.67%
$368.67 - $480.91 $737 - $962
5 $1K
CNP
Centerpoint Energy Inc

Utilities
10
+ 76.92%
$28.58 - $32.66 $286 - $327
23 $0
GPN
Global Payments Inc

Industrials
5
+ 16.67%
$97.57 - $119.38 $488 - $597
35 $3K
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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