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
Ge Healthcare Technologies I
15
+ 4.48%
N/A
350 $0
GNTX
Gentex Corp

Consumer Cyclical
4
+ 13.79%
$28.39 - $35.19 $114 - $141
33 $0
HES
Hess Corp

Energy
3
+ 37.5%
$126.3 - $155.44 $379 - $466
11 $1K
Fidelity Covington Trust
2
+ 0.15%
N/A
1.35K $0
Kenvue Inc
40
+ 7.12%
N/A
602 $0
PPL
Ppl Corp

Utilities
20
+ 400.0%
$27.36 - $33.08 $547 - $662
25 $0
NI
Nisource Inc.

Utilities
10
+ 13.89%
$28.54 - $34.64 $285 - $346
82 $2K
PIZ
Invesco Exchange Traded Fd Tr
261
+ 5.71%
N/A
4.83K $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 5.26%
$64.57 - $71.76 $64.6 - $71.8
20 $1K
CHRD
Oasis Petroleum Inc.

Energy
1
+ 20.0%
$128.01 - $176.98 $128 - $177
6 $0
IEP
Icahn Enterprises L.P.

Industrials
1
+ 4.55%
$10.02 - $17.78 $10 - $17.8
23 $0
ONTO
Onto Innovation Inc.

Technology
1
+ 16.67%
$158.45 - $238.04 $158 - $238
7 $1K
HXL
Hexcel Corp

Industrials
1
+ 1.82%
$59.36 - $69.03 $59.4 - $69
56 $3K
PCG
Pg&E Corp

Utilities
30
+ 150.0%
$17.08 - $20.6 $512 - $618
50 $0
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1
+ 0.65%
$81.31 - $83.29 $81.3 - $83.3
156 $12K
Fidelity Covington Trust
3
+ 0.6%
N/A
502 $0
Fidelity Covington Trust
251
+ 41.97%
N/A
849 $0
MTDR
Matador Resources CO

Energy
3
+ 12.0%
$47.4 - $65.22 $142 - $196
28 $1K
DSMC
ETF Ser Solutions Distillate S
172
+ 11.82%
N/A
1.63K $0
EQT
Eqt Corp

Energy
25
+ 5.38%
$30.21 - $37.21 $755 - $930
490 $17K
LUV
Southwest Airlines CO

Industrials
25
+ 500.0%
$23.7 - $29.93 $593 - $748
30 $0
SUM
Summit Materials, Inc.

Basic Materials
5
+ 15.63%
$35.61 - $41.78 $178 - $209
37 $1K
Ishares Bitcoin Trust ETF
193
+ 4.33%
N/A
4.65K $0
FANG
Diamondback Energy, Inc.

Energy
23
+ 16.79%
$168.46 - $210.94 $3.87K - $4.85K
160 $27K
Labcorp Holdings Inc
7
+ 3.11%
N/A
232 $0
DXCM
Dexcom Inc

Healthcare
10
+ 100.0%
$64.0 - $116.06 $640 - $1.16K
20 $1K
DSGX
Descartes Systems Group Inc

Technology
1
+ 4.55%
$93.79 - $104.9 $93.8 - $105
23 $2K
T Rowe Price ETF Inc
9.15K
+ 2.49%
N/A
376K $0
EPAM
Epam Systems, Inc.

Technology
2
+ 100.0%
$185.58 - $185.58 $371 - $371
4 $0
ES
Eversource Energy

Utilities
5
+ 13.16%
$56.52 - $68.38 $283 - $342
43 $2K
DAR
Darling Ingredients Inc.

Consumer Defensive
13
+ 19.4%
$33.99 - $41.78 $442 - $543
80 $2K
FSCO
Fs Cr Opportunities Corp Com
32.5K
+ 849.88%
N/A
36.3K $0
XLP
Consumer Staples Sector Spdr

ETFs
1
+ 0.23%
$76.04 - $76.04 $76 - $76
434 $33K
MRO
Marathon Oil Corp

Energy
5
+ 6.1%
$25.87 - $29.26 $129 - $146
87 $2K
ELV
Elevance Health, Inc.

Healthcare
2
+ 2.82%
$500.12 - $562.29 $1K - $1.12K
73 $37K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
35
+ 9.8%
$8.26 - $12.16 $289 - $426
392 $3K
CIVI
Civitas Resources, Inc.

Energy
3
+ 18.75%
$49.47 - $72.73 $148 - $218
19 $0
OGN
Organon & Co.

Healthcare
20
+ 1.9%
$18.65 - $23.03 $373 - $461
1.07K $20K
CDNS
Cadence Design Systems Inc

Technology
1
+ 2.38%
$246.84 - $321.11 $247 - $321
43 $11K
KLAC
Kla Corp

Technology
1
+ 2.86%
$696.17 - $892.35 $696 - $892
36 $27K
FORM
Formfactor Inc

Technology
3
+ 3.13%
$40.9 - $62.22 $123 - $187
99 $4K
CTRA
Coterra Energy Inc.

Energy
19
+ 2.4%
$22.62 - $27.37 $430 - $520
812 $19K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
2
+ 1.77%
$53.01 - $82.74 $106 - $165
115 $7K
WM
Waste Management Inc

Industrials
12
+ 1.11%
$196.96 - $223.45 $2.36K - $2.68K
1.09K $227K
XLE
Energy Sector Spdr

ETFs
34
+ 1.79%
$84.35 - $93.39 $2.87K - $3.18K
1.94K $170K
MPC
Marathon Petroleum Corp

Energy
4
+ 0.88%
$158.61 - $180.75 $634 - $723
458 $74K
PIE
Invesco Exchange Traded Fd Tr

ETFs
29
+ 0.31%
$18.8 - $21.87 $545 - $634
9.25K $190K
SLB
Schlumberger Limited

Energy
10
+ 0.56%
$39.57 - $49.67 $396 - $497
1.79K $75K
QCOM
Qualcomm Inc

Technology
30
+ 6.04%
$156.12 - $209.64 $4.68K - $6.29K
527 $89K
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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