Carolinas Wealth Consulting LLC Sells in Q4 2024

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-316
- 1.88%
$216.13 - $242.4 $68.3K - $76.6K
16.5K $3.64M
PEP
Pepsico Inc

Consumer Defensive
-70
- 2.26%
$151.29 - $176.1 $10.6K - $12.3K
3.02K $459K
BDX
Becton Dickinson & CO

Healthcare
-264
- 58.67%
$220.02 - $243.75 $58.1K - $64.4K
186 $42K
SBUX
Starbucks Corp

Consumer Cyclical
-652
- 73.42%
$87.44 - $102.5 $57K - $66.8K
236 $21K
TFC
Truist Financial Corp

Financial Services
-1.63K
- 15.21%
$41.51 - $48.1 $67.5K - $78.2K
9.07K $393K
VHT
Vanguard Health Care ETF

ETFs
-163
- 20.69%
$250.81 - $283.3 $40.9K - $46.2K
625 $158K
HON
Honeywell International Inc

Industrials
-453
- 21.36%
$202.84 - $236.0 $91.9K - $107K
1.67K $376K
CVX
Chevron Corp

Energy
-333
- 8.14%
$141.15 - $162.53 $47K - $54.1K
3.76K $544K
LLY
Eli Lilly & CO

Healthcare
-34
- 12.69%
$727.2 - $932.06 $24.7K - $31.7K
234 $180K
ADBE
Adobe Inc.

Technology
-92
- 50.0%
$437.39 - $552.96 $40.2K - $50.9K
92 $40K
ASML
Asml Holding Nv

Technology
-56
- 70.0%
$658.43 - $872.27 $36.9K - $48.8K
24 $16K
WCN
Waste Connections, Inc.

Industrials
-265
- 95.32%
$171.06 - $193.25 $45.3K - $51.2K
13 $2K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3
- 0.72%
$501.29 - $612.85 $1.5K - $1.84K
412 $214K
GE
General Electric CO

Industrials
-128
- 14.45%
$159.95 - $194.23 $20.5K - $24.9K
758 $126K
MU
Micron Technology Inc

Technology
-9
- 0.44%
$84.16 - $113.41 $757 - $1.02K
2.03K $170K
FICO
Fair Isaac Corp

Technology
-21
- 48.84%
$1911.01 - $2382.4 $40.1K - $50K
22 $43K
LOW
Lowes Companies Inc

Consumer Cyclical
-45
- 3.93%
$244.52 - $284.07 $11K - $12.8K
1.1K $271K
CGCP
Capital Group Core Plus Income

ETFs
-408
- 1.39%
$22.13 - $23.17 $9.03K - $9.45K
28.8K $640K
WDAY
Workday, Inc.

Technology
-154
- 40.96%
$233.85 - $279.91 $36K - $43.1K
222 $57K
INTU
Intuit Inc

Technology
-55
- 13.65%
$602.01 - $706.25 $33.1K - $38.8K
348 $218K
DVY
Ishares Tr

ETFs
-140
- 4.23%
$129.55 - $143.41 $18.1K - $20.1K
3.17K $416K
VRT
Vertiv Holdings CO

Industrials
-350
- 14.89%
N/A
2K $173K
ISRG
Intuitive Surgical Inc

Healthcare
-92
- 15.21%
$471.27 - $550.62 $43.4K - $50.7K
513 $267K
TT
Trane Technologies PLC

Industrials
-66
- 22.15%
$369.35 - $419.14 $24.4K - $27.7K
232 $85K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-17
- 0.11%
$113.92 - $127.38 $1.94K - $2.17K
15.7K $1.81M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-1.06K
- 65.15%
$22.66 - $27.11 $24.1K - $28.8K
568 $13K
D
Dominion Energy, Inc

Utilities
-364
- 18.03%
$52.63 - $60.92 $19.2K - $22.2K
1.66K $89K
GILD
Gilead Sciences, Inc.

Healthcare
-334
- 72.77%
$83.95 - $97.9 $28K - $32.7K
125 $11K
PAYX
Paychex Inc

Industrials
-190
- 72.52%
$135.86 - $148.73 $25.8K - $28.3K
72 $10K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-11
- 0.52%
$209.89 - $233.24 $2.31K - $2.57K
2.11K $447K
SPOT
Spotify Technology S.A.

Communication Services
-111
- 34.58%
$362.95 - $502.38 $40.3K - $55.8K
210 $93K
AMGN
Amgen Inc

Healthcare
-20
- 6.54%
$258.78 - $328.31 $5.18K - $6.57K
286 $74K
MMM
3 M CO

Industrials
-54
- 2.36%
$124.74 - $137.12 $6.74K - $7.4K
2.24K $288K
EQR
Equity Residential

Real Estate
-304
- 92.68%
$69.12 - $77.48 $21K - $23.6K
24 $1K
DGX
Quest Diagnostics Inc

Healthcare
-170
- 91.89%
N/A
15 $2K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-8
- 16.33%
$701.85 - $1046.91 $5.61K - $8.38K
41 $29K
RTX
Raytheon Technologies Corp

Industrials
-3
- 0.08%
$114.45 - $127.21 $343 - $382
3.83K $443K
SYK
Stryker Corp

Healthcare
-51
- 2.87%
$345.14 - $392.15 $17.6K - $20K
1.73K $622K
CODI
Compass Diversified Holdings

Industrials
-1K
- 33.33%
$20.56 - $24.27 $20.6K - $24.3K
2K $46K
VBK
Vanguard Small Cap Growth ETF

ETFs
-173
- 7.37%
$264.18 - $304.19 $45.7K - $52.6K
2.17K $608K
NSC
Norfolk Southern Corp

Industrials
-28
- 3.26%
$230.6 - $277.0 $6.46K - $7.76K
832 $195K
CEG
Constellation Energy Corp

Utilities
-50
- 28.25%
$224.28 - $285.52 $11.2K - $14.3K
127 $28K
PSA
Public Storage

Real Estate
-1
- 0.4%
$289.33 - $360.21 $289 - $360
247 $73K
EPD
Enterprise Products Partners L.P.

Energy
-1.02K
- 15.18%
$28.66 - $34.43 $29.3K - $35.3K
5.72K $179K
UNP
Union Pacific Corp

Industrials
-15
- 2.17%
$223.15 - $249.32 $3.35K - $3.74K
677 $154K
IRM
Iron Mountain Inc

Real Estate
-5
- 0.44%
$101.62 - $128.14 $508 - $641
1.14K $120K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-369
- 37.39%
$34.13 - $37.35 $12.6K - $13.8K
618 $21K
ETN
Eaton Corp PLC

Industrials
-50
- 4.89%
$326.96 - $377.52 $16.3K - $18.9K
972 $322K
SHOP
Shopify Inc.

Technology
-313
- 47.86%
$78.14 - $119.49 $24.5K - $37.4K
341 $36K
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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