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
FYX
First Tr Small Cap Core Alphad

ETFs
1
+ 0.64%
$89.32 - $100.62 $89.3 - $101
157 $15K
CCL
Carnival Corp

Consumer Cyclical
30
+ 11.54%
$14.01 - $19.18 $420 - $575
290 $5K
CDAY
Ceridian Hcm Holding Inc.

Technology
13
+ 260.0%
N/A
18 $1K
RCI
Rogers Communications Inc

Communication Services
13
+ 30.95%
$36.2 - $41.17 $471 - $535
55 $2K
R
Ryder System Inc

Industrials
1
+ 5.0%
$117.21 - $148.66 $117 - $149
21 $3K
O
Realty Income Corp

Real Estate
10
+ 10.1%
$52.36 - $63.42 $524 - $634
109 $6K
FE
Firstenergy Corp

Utilities
10
+ 27.78%
$38.25 - $44.54 $383 - $445
46 $2K
CSGP
Costar Group, Inc.

Real Estate
15
+ 300.0%
$71.59 - $79.61 $1.07K - $1.19K
20 $1K
VGSH
Vanguard

ETFs
5
+ 0.7%
$57.74 - $59.13 $289 - $296
722 $42K
FTNT
Fortinet, Inc.

Technology
10
+ 66.67%
$55.39 - $77.55 $554 - $776
25 $1K
CHTR
Charter Communications, Inc.

Communication Services
2
+ 25.0%
$290.56 - $383.07 $581 - $766
10 $3K
LYB
Lyondell Basell Industries N.V.

Basic Materials
11
+ 42.31%
$92.56 - $99.46 $1.02K - $1.09K
37 $3K
ET
Energy Transfer LP

Energy
77
+ 2.02%
$15.43 - $16.44 $1.19K - $1.27K
3.88K $62K
SWKS
Skyworks Solutions, Inc.

Technology
10
+ 200.0%
$96.22 - $120.68 $962 - $1.21K
15 $1K
SON
Sonoco Products CO

Consumer Cyclical
4
+ 1.01%
$48.33 - $56.57 $193 - $226
401 $21K
EIX
Edison International

Utilities
10
+ 100.0%
$71.19 - $87.72 $712 - $877
20 $1K
DRI
Darden Restaurants Inc

Consumer Cyclical
6
+ 100.0%
$138.06 - $172.74 $828 - $1.04K
12 $1K
STT
State Street Corp

Financial Services
10
+ 43.48%
$73.37 - $89.31 $734 - $893
33 $2K
CTVA
Corteva, Inc.

Basic Materials
10
+ 9.17%
$50.72 - $58.78 $507 - $588
119 $6K
TTWO
Take Two Interactive Software Inc

Communication Services
2
+ 33.33%
$135.67 - $161.71 $271 - $323
8 $1K
DTE
Dte Energy CO

Utilities
5
+ 35.71%
$108.67 - $128.41 $543 - $642
19 $2K
URI
United Rentals, Inc.

Industrials
1
+ 20.0%
$627.41 - $814.1 $627 - $814
6 $4K
AFL
Aflac Inc

Financial Services
5
+ 10.42%
$88.52 - $111.8 $443 - $559
53 $5K
GAL
Ssga Active ETF Tr

ETFs
2
+ 0.6%
$42.41 - $45.61 $84.8 - $91.2
336 $15K
FAST
Fastenal CO

Industrials
10
+ 45.45%
$62.09 - $71.83 $621 - $718
32 $2K
CHD
Church & Dwight CO Inc

Consumer Defensive
5
+ 100.0%
$98.01 - $106.59 $490 - $533
10 $1K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
6
+ 7.5%
$211.47 - $281.27 $1.27K - $1.69K
86 $21K
FNB
Fnb Corp

Financial Services
13
+ 0.89%
$13.41 - $15.55 $174 - $202
1.47K $20K
FMC
Fmc Corp

Basic Materials
12
+ 240.0%
$54.54 - $66.06 $654 - $793
17 $1K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
8
+ 1.46%
$25.19 - $25.5 $202 - $204
556 $14K
VMI
Valmont Industries Inc

Industrials
2
+ 66.67%
$260.22 - $302.59 $520 - $605
5 $1K
MTN
Vail Resorts Inc

Consumer Cyclical
2
+ 20.0%
$167.58 - $188.32 $335 - $377
12 $2K
TDY
Teledyne Technologies Inc

Technology
1
+ 16.67%
$381.47 - $437.71 $381 - $438
7 $3K
LVS
Las Vegas Sands Corp

Consumer Cyclical
15
+ 300.0%
$37.86 - $51.12 $568 - $767
20 $1K
ACGL
Arch Capital Group Ltd.

Financial Services
5
+ 100.0%
$94.47 - $114.25 $472 - $571
10 $1K
ROK
Rockwell Automation, Inc

Industrials
5
+ 100.0%
$248.27 - $294.37 $1.24K - $1.47K
10 $2K
NRG
Nrg Energy, Inc.

Utilities
5
+ 17.24%
$68.89 - $91.22 $344 - $456
34 $3K
IEF
Ishares Barclays

ETFs
10
+ 71.43%
$92.67 - $99.14 $927 - $991
24 $2K
MAIN
Main Street Capital Corp

Financial Services
21
+ 2.1%
$47.05 - $52.25 $988 - $1.1K
1.02K $51K
FXB
Invesco Currency Shares British Pound Sterling Trust

ETFs
1
+ 2.5%
$121.47 - $129.13 $121 - $129
41 $5K
XYL
Xylem Inc.

Industrials
1
+ 4.55%
$126.14 - $141.53 $126 - $142
23 $3K
XEL
Xcel Energy Inc

Utilities
5
+ 4.9%
$52.11 - $65.3 $261 - $327
107 $6K
NTR
Nutrien Ltd.

Basic Materials
16
+ 48.48%
$45.26 - $52.2 $724 - $835
49 $2K
MPWR
Monolithic Power Systems Inc

Technology
1
+ 50.0%
$757.04 - $947.16 $757 - $947
3 $2K
K
Kellogg CO

Consumer Defensive
5
+ 17.86%
$56.19 - $80.81 $281 - $404
33 $2K
LSTR
Landstar System Inc

Industrials
1
+ 20.0%
$173.24 - $193.87 $173 - $194
6 $1K
LYG
Lloyds Banking Group PLC

Financial Services
88
+ 9.95%
$2.73 - $3.17 $240 - $279
972 $3K
KHC
Kraft Heinz CO

Consumer Defensive
10
+ 8.55%
$31.86 - $36.13 $319 - $361
127 $4K
KMI
Kinder Morgan, Inc.

Energy
15
+ 31.25%
$19.72 - $22.22 $296 - $333
63 $1K
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
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email