Carolinas Wealth Consulting LLC Incresed Positions in Q3 2024

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
93
+ 2.47%
$179.99 - $201.6 $16.7K - $18.7K
3.86K $774K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.59K
+ 2.83%
$37.45 - $44.25 $59.6K - $70.4K
57.9K $2.47M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
1.24K
+ 21.16%
$51.3 - $59.04 $63.4K - $73K
7.08K $389K
DSTL
ETF Ser Solution Distillate Us

ETFs
124
+ 0.88%
$50.87 - $56.8 $6.31K - $7.04K
14.3K $810K
FNDB
Schwab Fundamental U S Broad M

ETFs
134
+ 0.88%
$64.17 - $70.37 $8.6K - $9.43K
15.3K $1.08M
MMM
3 M CO

Industrials
6
+ 0.26%
$99.69 - $139.42 $598 - $837
2.29K $312K
ETN
Eaton Corp PLC

Industrials
194
+ 23.43%
$272.52 - $333.02 $52.9K - $64.6K
1.02K $338K
APO
Apollo Global Management, Inc.

Financial Services
501
+ 23.21%
$99.16 - $125.81 $49.7K - $63K
2.66K $332K
VRT
Vertiv Holdings CO

Industrials
900
+ 62.03%
$86.66 - $86.66 $78K - $78K
2.35K $203K
NEE
Nextera Energy Inc

Utilities
10
+ 0.18%
$69.9 - $84.97 $699 - $850
5.52K $466K
MA
Mastercard Inc

Financial Services
110
+ 26.76%
$429.6 - $500.99 $47.3K - $55.1K
521 $257K
QUAL
Ishares Msci Usa Quality Facto

ETFs
295
+ 12.38%
$162.64 - $179.3 $48K - $52.9K
2.68K $480K
WMT
Walmart Inc.

Consumer Defensive
226
+ 5.29%
$66.91 - $81.4 $15.1K - $18.4K
4.5K $363K
T
At&T Inc.

Communication Services
127
+ 0.54%
$18.21 - $22.28 $2.31K - $2.83K
23.8K $523K
HIG
Hartford Financial Services Group, Inc.

Financial Services
593
+ 408.97%
$98.71 - $117.61 $58.5K - $69.7K
738 $86K
IAU
Ishares Gold Trust

ETFs
1K
+ 28.57%
$44.06 - $50.5 $44.1K - $50.5K
4.5K $223K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
9
+ 0.24%
$122.74 - $163.95 $1.1K - $1.48K
3.75K $615K
SO
Southern CO

Utilities
16
+ 0.31%
$77.0 - $90.52 $1.23K - $1.45K
5.11K $461K
AMD
Advanced Micro Devices Inc

Technology
397
+ 69.04%
$128.67 - $183.96 $51.1K - $73K
972 $159K
JPM
Jpmorgan Chase & CO

Financial Services
81
+ 1.39%
$194.9 - $224.8 $15.8K - $18.2K
5.89K $1.24M
GE
General Electric CO

Industrials
221
+ 33.23%
$156.66 - $189.66 $34.6K - $41.9K
886 $167K
LOW
Lowes Companies Inc

Consumer Cyclical
16
+ 1.42%
$213.3 - $270.78 $3.41K - $4.33K
1.14K $309K
VTWG
Vanguard Russell 2000 Growth E

ETFs
7
+ 0.2%
$186.75 - $211.16 $1.31K - $1.48K
3.55K $735K
DELL
Dell Technologies Inc.

Technology
542
+ 191.52%
$87.89 - $145.97 $47.6K - $79.1K
825 $97K
XLV
Select Sector Spdr Fund Health

ETFs
6
+ 0.1%
$143.3 - $157.24 $860 - $943
6.25K $962K
INDA
Ishares Msci India Index Fund

ETFs
880
+ 676.92%
$54.86 - $59.22 $48.3K - $52.1K
1.01K $59K
KO
Coca Cola CO

Consumer Defensive
329
+ 10.23%
$62.69 - $73.01 $20.6K - $24K
3.55K $254K
TMP
Tompkins Financial Corp

Financial Services
55
+ 1.08%
$46.27 - $63.96 $2.54K - $3.52K
5.16K $298K
DVY
Ishares Tr

ETFs
22
+ 0.67%
$119.99 - $135.74 $2.64K - $2.99K
3.31K $447K
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.41%
$233.44 - $279.45 $1.17K - $1.4K
1.23K $341K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
100
+ 4.96%
$210.25 - $231.86 $21K - $23.2K
2.12K $472K
RF
Regions Financial Corp

Financial Services
1.74K
+ 83.18%
$19.51 - $23.42 $34K - $40.8K
3.83K $89K
CGUS
Capital Group Core Equity ETF
55
+ 0.25%
$31.19 - $34.33 $1.72K - $1.89K
22.1K $757K
TXN
Texas Instruments Inc

Technology
233
+ 113.11%
$194.6 - $194.6 $45.3K - $45.3K
439 $85K
VMC
Vulcan Materials CO

Basic Materials
174
+ 446.15%
$231.83 - $274.51 $40.3K - $47.8K
213 $53K
NOW
Service Now, Inc.

Technology
31
+ 20.67%
$730.87 - $937.36 $22.7K - $29.1K
181 $161K
GVLU
Tidal ETF Tr Gotham 1000 Value
325
+ 1.9%
$22.6 - $24.81 $7.35K - $8.06K
17.4K $432K
WMB
Williams Companies, Inc.

Energy
837
+ 442.86%
$41.24 - $46.22 $34.5K - $38.7K
1.03K $46K
NOC
Northrop Grumman Corp

Industrials
59
+ 71.08%
$423.73 - $533.14 $25K - $31.5K
142 $74K
SCHA
Schwab Strategic Tr Us Small C

ETFs
42
+ 0.54%
$46.9 - $51.96 $1.97K - $2.18K
7.79K $401K
IRM
Iron Mountain Inc

Real Estate
5
+ 0.44%
$89.69 - $119.32 $448 - $597
1.15K $136K
ITW
Illinois Tool Works Inc

Industrials
5
+ 0.4%
$233.14 - $263.97 $1.17K - $1.32K
1.26K $329K
VEU
Vanguard Ftse All World Ex Us

ETFs
216
+ 5.03%
$56.47 - $63.69 $12.2K - $13.8K
4.51K $284K
XLF
Financial Sector Spdr

ETFs
374
+ 11.33%
$40.84 - $45.74 $15.3K - $17.1K
3.67K $166K
NFLX
Netflix Inc

Communication Services
25
+ 6.48%
$598.55 - $722.26 $15K - $18.1K
411 $291K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
24
+ 0.38%
$58.03 - $65.37 $1.39K - $1.57K
6.34K $410K
IBB
Ishares Biotechnology ETF

ETFs
2
+ 0.06%
$135.09 - $149.47 $270 - $299
3.46K $503K
PYPL
Pay Pal Holdings, Inc.

Financial Services
10
+ 0.76%
$57.22 - $80.08 $572 - $801
1.33K $104K
SPOT
Spotify Technology S.A.

Communication Services
34
+ 11.85%
$290.16 - $384.01 $9.87K - $13.1K
321 $118K
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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