Carolinas Wealth Consulting LLC Sells in Q3 2024

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CBT
Cabot Corp

Basic Materials
-1
- 2.44%
$86.96 - $111.73 $87 - $112
40 $4K
PHM
Pultegroup Inc

Consumer Cyclical
-19
- 16.38%
$103.95 - $144.98 $1.98K - $2.75K
97 $13K
UL
Unilever PLC

Consumer Defensive
-8
- 5.67%
$54.7 - $65.59 $438 - $525
133 $8K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-304
- 7.4%
$6.71 - $8.78 $2.04K - $2.67K
3.8K $31K
PHG
Koninklijke Philips Nv

Healthcare
-5
- 3.52%
$25.08 - $32.73 $125 - $164
137 $4K
NSC
Norfolk Southern Corp

Industrials
-131
- 13.22%
$213.75 - $259.69 $28K - $34K
860 $213K
WCN
Waste Connections, Inc.

Industrials
-1
- 0.36%
$173.92 - $186.5 $174 - $187
278 $49K
HTLF
Heartland Financial Usa Inc

Financial Services
-1
- 1.75%
$43.37 - $58.97 $43.4 - $59
56 $3K
LEN
Lennar Corp

Consumer Cyclical
-11
- 9.91%
$142.5 - $192.45 $1.57K - $2.12K
100 $18K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-4
- 1.53%
$201.82 - $234.36 $807 - $937
257 $59K
MDT
Medtronic PLC

Healthcare
-1
- 0.23%
$76.84 - $91.03 $76.8 - $91
440 $39K
OTIS
Otis Worldwide Corp

Industrials
-5
- 0.69%
$91.43 - $104.43 $457 - $522
724 $75K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-144
- 2.61%
$116.79 - $133.54 $16.8K - $19.2K
5.37K $708K
RPM
Rpm International Inc

Basic Materials
-199
- 8.46%
$103.91 - $125.03 $20.7K - $24.9K
2.15K $260K
ECL
Ecolab Inc.

Basic Materials
-100
- 5.31%
$228.86 - $255.76 $22.9K - $25.6K
1.79K $455K
GIS
General Mills Inc

Consumer Defensive
-24
- 2.69%
$62.5 - $75.15 $1.5K - $1.8K
869 $64K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-108
- 2.23%
$84.81 - $93.54 $9.16K - $10.1K
4.73K $435K
CB
Chubb LTD

Financial Services
-15
- 3.54%
$252.51 - $292.2 $3.79K - $4.38K
409 $117K
AMT
American Tower Corp

Real Estate
-1
- 0.43%
$192.27 - $242.73 $192 - $243
234 $54K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-103
- 1.69%
$92.63 - $105.69 $9.54K - $10.9K
5.98K $622K
CEG
Constellation Energy Corp

Utilities
-3
- 1.67%
$167.08 - $262.86 $501 - $789
177 $46K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.71K
- 12.84%
$82.97 - $98.97 $142K - $169K
11.6K $1.13M
TT
Trane Technologies PLC

Industrials
-3
- 1.0%
$314.21 - $388.71 $943 - $1.17K
298 $115K
IWP
Ishares Russell Mid Cap Growth

ETFs
-49
- 1.57%
$103.87 - $117.59 $5.09K - $5.76K
3.08K $360K
XLI
Industrial Sector Spdr

ETFs
-31
- 2.09%
$120.56 - $135.44 $3.74K - $4.2K
1.46K $197K
D
Dominion Energy, Inc

Utilities
-32
- 1.56%
$48.01 - $58.53 $1.54K - $1.87K
2.02K $116K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-16
- 3.71%
$531.86 - $624.21 $8.51K - $9.99K
415 $256K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-41
- 1.74%
$111.9 - $124.28 $4.59K - $5.1K
2.32K $286K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-228
- 2.98%
$113.41 - $125.62 $25.9K - $28.6K
7.43K $933K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-90
- 1.07%
$39.47 - $49.4 $3.55K - $4.45K
8.3K $394K
JNJ
Johnson & Johnson

Healthcare
-40
- 1.72%
$145.48 - $167.38 $5.82K - $6.7K
2.28K $370K
CVS
Cvs Health Corp

Healthcare
-1
- 0.01%
$55.81 - $63.18 $55.8 - $63.2
8.57K $538K
RMD
Resmed Inc

Healthcare
-60
- 6.68%
$186.94 - $252.92 $11.2K - $15.2K
838 $204K
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.4%
$801.83 - $917.05 $3.21K - $3.67K
986 $874K
VUG
Vanguard Growth ETF

ETFs
-25
- 0.48%
$341.08 - $391.94 $8.53K - $9.8K
5.2K $2M
IEFA
Ishares Tr

ETFs
-201
- 1.69%
$70.09 - $78.74 $14.1K - $15.8K
11.7K $909K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-964
- 6.07%
$64.35 - $75.71 $62K - $73K
14.9K $1.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-217
- 1.1%
$57.32 - $62.65 $12.4K - $13.6K
19.5K $1.21M
VO
Vanguard Mid Cap ETF

ETFs
-67
- 1.74%
$237.84 - $263.83 $15.9K - $17.7K
3.79K $1M
IXUS
Ishares Tr

ETFs
-62
- 0.34%
$64.9 - $73.35 $4.02K - $4.55K
18.3K $1.33M
LMT
Lockheed Martin Corp

Industrials
-4
- 0.5%
$460.3 - $584.56 $1.84K - $2.34K
798 $466K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-8
- 0.05%
$73.43 - $80.37 $587 - $643
15.3K $1.23M
PM
Philip Morris International Inc.

Consumer Defensive
-945
- 8.22%
$101.25 - $127.45 $95.7K - $120K
10.5K $1.28M
UNH
Unitedhealth Group Inc

Healthcare
-75
- 3.38%
$488.01 - $604.18 $36.6K - $45.3K
2.14K $1.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-109
- 0.69%
$105.53 - $118.34 $11.5K - $12.9K
15.8K $1.84M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-838
- 3.83%
$132.06 - $150.96 $111K - $127K
21K $3.09M
IWM
Ishares Russell 2000 ETF

ETFs
-297
- 1.74%
$200.87 - $224.6 $59.7K - $66.7K
16.8K $3.71M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-124
- 0.21%
$75.32 - $84.37 $9.34K - $10.5K
57.7K $4.82M
BX
Blackstone Inc.

Financial Services
-480
- 3.74%
$120.77 - $159.66 $58K - $76.6K
12.4K $1.89M
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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