Carolinas Wealth Consulting LLC Reduced Holdings in Q3 2024

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPG
Simon Property Group Inc

Real Estate
-143
- 18.36%
$146.09 - $170.11 $20.9K - $24.3K
636 $107K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-109
- 29.86%
$101.72 - $112.94 $11.1K - $12.3K
256 $28K
ADI
Analog Devices Inc

Technology
-47
- 14.11%
$200.56 - $243.33 $9.43K - $11.4K
286 $65K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-272
- 10.08%
$40.48 - $45.39 $11K - $12.3K
2.43K $106K
CSCO
Cisco Systems, Inc.

Technology
-311
- 27.74%
$44.74 - $53.22 $13.9K - $16.6K
810 $43K
IQV
Iqvia Holdings Inc.

Healthcare
-47
- 66.2%
$206.81 - $251.55 $9.72K - $11.8K
24 $5K
BP
Bp PLC

Energy
-131
- 11.96%
$30.78 - $37.05 $4.03K - $4.85K
964 $30K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-529
- 24.5%
$22.89 - $27.41 $12.1K - $14.5K
1.63K $41K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-84
- 25.15%
$100.09 - $100.69 $8.41K - $8.46K
250 $25K
MCK
Mckesson Corp

Healthcare
-1
- 1.22%
$479.06 - $630.38 $479 - $630
81 $40K
PCAR
Paccar Inc

Industrials
-72
- 63.16%
$91.64 - $109.98 $6.6K - $7.92K
42 $4K
HAL
Halliburton CO

Energy
-184
- 77.97%
$27.81 - $36.44 $5.12K - $6.7K
52 $1K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-131
- 48.52%
$49.38 - $54.19 $6.47K - $7.1K
139 $7K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-180
- 57.14%
N/A
135 $4K
ICE
Intercontinental Exchange, Inc.

Financial Services
-40
- 51.95%
$136.93 - $162.81 $5.48K - $6.51K
37 $5K
APD
Air Products & Chemicals, Inc.

Basic Materials
-54
- 19.29%
$247.34 - $300.11 $13.4K - $16.2K
226 $67K
BOTZ
Global X Fds

ETFs
-254
- 11.46%
$27.68 - $32.27 $7.03K - $8.2K
1.96K $63K
SHEL
Shell PLC

Energy
-49
- 15.76%
$65.65 - $73.28 $3.22K - $3.59K
262 $17K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-6
- 4.51%
$233.4 - $302.36 $1.4K - $1.81K
127 $34K
IEMG
Ishares Inc

ETFs
-118
- 1.18%
$53.64 - $53.64 $6.33K - $6.33K
9.88K $530K
ISRG
Intuitive Surgical Inc

Healthcare
-72
- 10.64%
$416.14 - $494.01 $30K - $35.6K
605 $297K
BSX
Boston Scientific Corp

Healthcare
-98
- 13.37%
$72.96 - $84.0 $7.15K - $8.23K
635 $53K
ALL
Allstate Corp

Financial Services
-37
- 28.68%
$158.43 - $192.86 $5.86K - $7.14K
92 $17K
APTV
Aptiv PLC

Consumer Cyclical
-38
- 65.52%
$65.39 - $74.24 $2.48K - $2.82K
20 $1K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-74
- 24.83%
$46.96 - $52.8 $3.48K - $3.91K
224 $11K
TROW
Price T Rowe Group Inc

Financial Services
-5
- 1.55%
$101.71 - $120.75 $509 - $604
318 $34K
FTGC
First Trust Global Tactical CO

ETFs
-98
- 54.14%
$22.3 - $24.39 $2.19K - $2.39K
83 $1K
XLK
Technology Sector Spdr

ETFs
-7
- 0.56%
$197.34 - $237.68 $1.38K - $1.66K
1.23K $278K
ADSK
Autodesk, Inc.

Technology
-11
- 55.0%
$245.83 - $245.83 $2.7K - $2.7K
9 $2K
ROP
Roper Technologies Inc

Industrials
-1
- 0.79%
$515.25 - $576.55 $515 - $577
126 $70K
BIIB
Biogen Inc.

Healthcare
-3
- 60.0%
$189.07 - $236.8 $567 - $710
2 $0
ALB
Albemarle Corp

Basic Materials
-6
- 54.55%
$72.85 - $100.09 $437 - $601
5 $0
BLD
Top Build Corp

Industrials
-1
- 33.33%
$360.4 - $479.09 $360 - $479
2 $0
CWST
Casella Waste Systems Inc

Industrials
-2
- 3.23%
$96.59 - $108.33 $193 - $217
60 $5K
PARA
Paramount Global

Communication Services
-98
- 15.08%
$9.98 - $11.95 $978 - $1.17K
552 $5K
NKE
Nike, Inc.

Consumer Cyclical
-157
- 14.95%
$71.09 - $89.44 $11.2K - $14K
893 $78K
AIG
American International Group, Inc.

Financial Services
-4
- 0.52%
$70.16 - $79.23 $281 - $317
766 $56K
DG
Dollar General Corp

Consumer Defensive
-6
- 42.86%
$80.41 - $132.42 $482 - $795
8 $0
SAP
Sap Se

Technology
-10
- 16.13%
$197.21 - $231.0 $1.97K - $2.31K
52 $11K
ANET
Arista Networks, Inc.

Technology
-5
- 10.87%
$311.42 - $388.21 $1.56K - $1.94K
41 $15K
BERY
Berry Global Group, Inc.

Consumer Cyclical
-5
- 29.41%
$58.01 - $69.08 $290 - $345
12 $0
UPS
United Parcel Service Inc

Industrials
-5
- 1.39%
$123.32 - $147.38 $617 - $737
356 $48K
NVS
Novartis Ag

Healthcare
-25
- 11.21%
$106.13 - $120.89 $2.65K - $3.02K
198 $22K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-22
- 61.11%
$72.41 - $86.76 $1.59K - $1.91K
14 $1K
AZEK
Azek CO Inc.

Industrials
-6
- 22.22%
$36.81 - $46.9 $221 - $281
21 $0
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-8
- 3.9%
$147.95 - $191.05 $1.18K - $1.53K
197 $34K
ADM
Archer Daniels Midland CO

Consumer Defensive
-5
- 3.27%
$57.96 - $65.72 $290 - $329
148 $8K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-319
- 7.31%
$36.98 - $41.55 $11.8K - $13.3K
4.04K $166K
C
Citigroup Inc

Financial Services
-5
- 0.63%
$56.11 - $67.61 $281 - $338
784 $49K
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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