Carolina Wealth Advisors
Latest statistics and disclosures from Carolina Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BLV, SCHP, RDN, DKS, ABBV, and represent 36.64% of Carolina Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO, WSM, BTU, VSCO, NOG, DXC, MTDR, HLF, PDD, CAR.
- Started 135 new stock positions in KLAC, ADI, CI, IDXX, FWONA, CGNX, ORLY, NDAQ, CBRE, ABT.
- Reduced shares in these 10 stocks: BAH (-$6.4M), PINC, BLV, PRU, RDN, DKS, ABBV, PKG, FAST, VZ.
- Sold out of its positions in AEM, BTG, CMG, DZSI, EXK, AG, GS, HL, EWL, IMCV. JTAIZ, KGC, MU, NGD, SSRM, SAND, SILV, SIRI, SOLV, SCCO, XPEL, ZTEK.
- Carolina Wealth Advisors was a net seller of stock by $-7.1M.
- Carolina Wealth Advisors has $197M in assets under management (AUM), dropping by -3.60%.
- Central Index Key (CIK): 0001786411
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Portfolio Holdings for Carolina Wealth Advisors
Carolina Wealth Advisors holds 339 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Long-term Bond Etf Etf (BLV) | 13.7 | $27M | -2% | 358k | 75.17 |
|
| Schwab Us Tips Etf Etf (SCHP) | 10.8 | $21M | 397k | 53.63 |
|
|
| Radian Group Stock (RDN) | 4.2 | $8.2M | -4% | 236k | 34.69 |
|
| Dicks Sporting Goods Stock (DKS) | 4.0 | $7.9M | -4% | 38k | 208.70 |
|
| Abbvie Stock (ABBV) | 4.0 | $7.8M | -4% | 40k | 197.48 |
|
| Packaging Corp Amer Stock (PKG) | 3.9 | $7.7M | -4% | 36k | 215.40 |
|
| Fastenal Stock (FAST) | 3.7 | $7.3M | -4% | 102k | 71.42 |
|
| Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB) | 3.5 | $6.9M | -2% | 129k | 53.59 |
|
| Verizon Communications Stock (VZ) | 3.3 | $6.5M | -3% | 146k | 44.91 |
|
| Williams Sonoma Stock (WSM) | 3.2 | $6.2M | +90% | 40k | 154.92 |
|
| Invesco Bulletshares 2033 Corporate Bond Etf Etf (BSCX) | 3.1 | $6.1M | 284k | 21.58 |
|
|
| Ford Mtr Stock (F) | 2.9 | $5.8M | -4% | 549k | 10.56 |
|
| Broadcom Stock (AVGO) | 2.8 | $5.6M | +372% | 32k | 172.50 |
|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 2.8 | $5.5M | -3% | 81k | 67.85 |
|
| City Hldg Stock (CHCO) | 2.8 | $5.5M | -4% | 47k | 117.39 |
|
| Schwab U.s. Small-cap Etf Etf (SCHA) | 2.7 | $5.4M | -2% | 105k | 51.50 |
|
| Infosys Adr (INFY) | 2.6 | $5.0M | -4% | 226k | 22.27 |
|
| Conagra Brands Stock (CAG) | 2.3 | $4.6M | -4% | 141k | 32.52 |
|
| Schwab U.s. Mid-cap Etf Etf (SCHM) | 2.3 | $4.5M | 54k | 83.09 |
|
|
| Shutterstock Stock (SSTK) | 2.0 | $4.0M | -4% | 112k | 35.37 |
|
| Employers Hldgs Stock (EIG) | 1.8 | $3.6M | -4% | 75k | 47.97 |
|
| Schwab International Equity Etf Etf (SCHF) | 1.7 | $3.3M | -2% | 81k | 41.12 |
|
| Premier Inc Cl A Stock (PINC) | 1.3 | $2.5M | -57% | 125k | 20.00 |
|
| Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.6 | $1.2M | -3% | 40k | 29.18 |
|
| Schwab International Small-cap Equity Etf Etf (SCHC) | 0.6 | $1.1M | -2% | 29k | 38.53 |
|
| Pulte Group Stock (PHM) | 0.5 | $1.1M | -8% | 7.4k | 143.53 |
|
| Trip Com Group Ltd Ads Adr (TCOM) | 0.4 | $875k | -9% | 15k | 59.43 |
|
| Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) | 0.4 | $861k | -5% | 7.6k | 113.29 |
|
| Apple Stock (AAPL) | 0.4 | $813k | 3.5k | 233.00 |
|
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| Caleres Stock (CAL) | 0.4 | $775k | -8% | 23k | 33.05 |
|
| Loews Corp Stock (L) | 0.4 | $767k | -8% | 9.7k | 79.05 |
|
| Owens Corning Stock (OC) | 0.4 | $762k | -8% | 4.3k | 176.52 |
|
| Post Hldgs Stock (POST) | 0.4 | $761k | -8% | 6.6k | 115.75 |
|
| Celestica Stock (CLS) | 0.4 | $758k | -6% | 15k | 51.12 |
|
| Renaissancere Hldgs Stock (RNR) | 0.4 | $742k | -8% | 2.7k | 272.40 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $691k | -4% | 1.5k | 460.26 |
|
| Greenbrier Cos Stock (GBX) | 0.4 | $688k | -8% | 14k | 50.89 |
|
| Openlane Stock (KAR) | 0.3 | $683k | -8% | 40k | 16.88 |
|
| Paccar Stock (PCAR) | 0.3 | $674k | -7% | 6.8k | 98.68 |
|
| Enersys Stock (ENS) | 0.3 | $661k | -8% | 6.5k | 102.05 |
|
| Forestar Group Stock (FOR) | 0.3 | $652k | -8% | 20k | 32.37 |
|
| Delta Air Lines Inc Del Stock (DAL) | 0.3 | $640k | -8% | 13k | 50.79 |
|
| United Airls Hldgs Stock (UAL) | 0.3 | $637k | -8% | 11k | 57.06 |
|
| Liveramp Hldgs Stock (RAMP) | 0.3 | $621k | -8% | 25k | 24.78 |
|
| Oshkosh Corp Stock (OSK) | 0.3 | $593k | -8% | 5.9k | 100.21 |
|
| Copa Holdings Sa Cl A Stock (CPA) | 0.3 | $586k | -8% | 6.2k | 93.84 |
|
| Twilio Inc Cl A Stock (TWLO) | 0.3 | $575k | -8% | 8.8k | 65.22 |
|
| Fresh Del Monte Produce Inc Ord Stock (FDP) | 0.3 | $559k | -8% | 19k | 29.54 |
|
| Molson Coors Beverage Co Cl B Stock (TAP) | 0.3 | $550k | -8% | 9.6k | 57.52 |
|
| International Business Machs Stock (IBM) | 0.2 | $445k | 2.0k | 221.06 |
|
|
| Amazon Stock (AMZN) | 0.2 | $373k | +5% | 2.0k | 186.33 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.2 | $357k | +15% | 723.00 | 493.80 |
|
| Tesla Stock (TSLA) | 0.2 | $343k | +6% | 1.3k | 261.63 |
|
| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.1 | $284k | -6% | 4.3k | 66.51 |
|
| Walmart Stock (WMT) | 0.1 | $224k | 2.8k | 80.75 |
|
|
| Aon Plc Shs Cl A Stock (AON) | 0.1 | $193k | +4% | 557.00 | 345.99 |
|
| Costco Whsl Corp Stock (COST) | 0.1 | $186k | +4% | 210.00 | 886.52 |
|
| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $180k | 1.8k | 101.65 |
|
|
| Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) | 0.1 | $160k | 3.8k | 41.82 |
|
|
| Microsoft Corp Stock (MSFT) | 0.1 | $145k | +10% | 338.00 | 430.30 |
|
| Nvidia Corporation Stock (NVDA) | 0.1 | $142k | +27% | 1.2k | 121.44 |
|
| Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) | 0.1 | $130k | -98% | 798.00 | 162.76 |
|
| Warrior Met Coal Stock (HCC) | 0.1 | $129k | +2% | 2.0k | 63.90 |
|
| Marriott Intl Inc New Cl A Stock (MAR) | 0.1 | $124k | +79% | 497.00 | 248.60 |
|
| Eli Lilly & Co Stock (LLY) | 0.1 | $123k | +71% | 139.00 | 885.94 |
|
| Procter And Gamble Stock (PG) | 0.1 | $123k | 710.00 | 173.20 |
|
|
| Enova Intl Stock (ENVA) | 0.1 | $116k | 1.4k | 83.79 |
|
|
| Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO) | 0.1 | $114k | 5.4k | 21.12 |
|
|
| Church & Dwight Stock (CHD) | 0.1 | $108k | 1.0k | 104.72 |
|
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| Visa Inc Com Cl A Stock (V) | 0.1 | $108k | 391.00 | 274.95 |
|
|
| Ryder Sys Stock (R) | 0.1 | $107k | +2% | 735.00 | 145.80 |
|
| Merck & Co Stock (MRK) | 0.1 | $105k | 927.00 | 113.56 |
|
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| Bread Financial Holdings Stock (BFH) | 0.1 | $104k | 2.2k | 47.58 |
|
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| Peabody Energy Corp Stock (BTU) | 0.1 | $99k | NEW | 3.7k | 26.54 |
|
| General Mtrs Stock (GM) | 0.1 | $98k | 2.2k | 44.84 |
|
|
| Avis Budget Group Stock (CAR) | 0.0 | $98k | +184% | 1.1k | 87.59 |
|
| Balchem Corp Stock (BCPC) | 0.0 | $96k | 548.00 | 176.00 |
|
|
| Victorias Secret And Stock (VSCO) | 0.0 | $92k | NEW | 3.6k | 25.70 |
|
| Pepsico Stock (PEP) | 0.0 | $91k | +7% | 536.00 | 170.05 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.0 | $89k | 539.00 | 165.85 |
|
|
| Viatris Stock (VTRS) | 0.0 | $88k | +2% | 7.5k | 11.61 |
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| United States Stl Corp Stock (X) | 0.0 | $85k | +2% | 2.4k | 35.33 |
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| Northern Oil & Gas Stock (NOG) | 0.0 | $82k | NEW | 2.3k | 35.41 |
|
| Target Corp Stock (TGT) | 0.0 | $81k | +6% | 519.00 | 155.86 |
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| Public Svc Enterprise Grp Stock (PEG) | 0.0 | $80k | 900.00 | 89.21 |
|
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| Dxc Technology Stock (DXC) | 0.0 | $79k | NEW | 3.8k | 20.75 |
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| Upbound Group Stock (UPBD) | 0.0 | $79k | 2.5k | 31.99 |
|
|
| Matador Res Stock (MTDR) | 0.0 | $79k | NEW | 1.6k | 49.42 |
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| Herbalife Stock (HLF) | 0.0 | $78k | NEW | 11k | 7.19 |
|
| Southern Stock (SO) | 0.0 | $73k | +35% | 805.00 | 90.18 |
|
| Steel Dynamics Stock (STLD) | 0.0 | $72k | +2% | 569.00 | 126.08 |
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| 3M Stock (MMM) | 0.0 | $68k | 498.00 | 136.70 |
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| Meta Platforms Inc Cl A Stock (META) | 0.0 | $66k | +48% | 116.00 | 572.44 |
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| Pdd Holdings Adr (PDD) | 0.0 | $66k | NEW | 486.00 | 134.81 |
|
| Xtrackers S&p 500 Esg Etf Etf (SNPE) | 0.0 | $65k | 1.2k | 52.58 |
|
|
| Viasat Stock (VSAT) | 0.0 | $63k | NEW | 5.3k | 11.94 |
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| Flexshares Stoxx Global Esg Select Index Fund Etf (ESGG) | 0.0 | $63k | 364.00 | 172.52 |
|
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| Ppg Inds Stock (PPG) | 0.0 | $63k | 472.00 | 132.34 |
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| Lowes Cos Stock (LOW) | 0.0 | $62k | +10% | 230.00 | 270.85 |
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| Us Foods Hldg Corp Stock (USFD) | 0.0 | $62k | 1.0k | 61.50 |
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| Autodesk Stock (ADSK) | 0.0 | $61k | NEW | 221.00 | 275.48 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.0 | $60k | NEW | 262.00 | 230.50 |
|
| Cencora Stock (COR) | 0.0 | $60k | +366% | 266.00 | 225.08 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $56k | -10% | 96.00 | 586.52 |
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| Bank America Corp Stock (BAC) | 0.0 | $55k | 1.4k | 39.68 |
|
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| Booking Holdings Stock (BKNG) | 0.0 | $55k | +550% | 13.00 | 4212.15 |
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| Royal Caribbean Group Stock (RCL) | 0.0 | $53k | 298.00 | 177.36 |
|
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| Otis Worldwide Corp Stock (OTIS) | 0.0 | $53k | NEW | 506.00 | 103.94 |
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| Verisk Analytics Stock (VRSK) | 0.0 | $50k | NEW | 188.00 | 267.96 |
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| Par Pac Holdings Stock (PARR) | 0.0 | $50k | 2.8k | 17.60 |
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| Manhattan Associates Stock (MANH) | 0.0 | $50k | NEW | 177.00 | 281.38 |
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| Motorola Solutions Stock (MSI) | 0.0 | $49k | NEW | 109.00 | 449.63 |
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| Apa Corporation Stock (APA) | 0.0 | $49k | +2% | 2.0k | 24.46 |
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| Godaddy Inc Cl A Stock (GDDY) | 0.0 | $49k | NEW | 310.00 | 156.78 |
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| Equitable Hldgs Stock (EQH) | 0.0 | $49k | NEW | 1.2k | 42.03 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $48k | NEW | 405.00 | 119.07 |
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| Clorox Co Del Stock (CLX) | 0.0 | $48k | NEW | 295.00 | 162.91 |
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| Cardinal Health Stock (CAH) | 0.0 | $47k | NEW | 429.00 | 110.52 |
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| Autozone Stock (AZO) | 0.0 | $47k | NEW | 15.00 | 3150.07 |
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| Johnson & Johnson Stock (JNJ) | 0.0 | $46k | +17% | 283.00 | 162.06 |
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| Nu Hldgs Ltd Ord Shs Cl A Stock (NU) | 0.0 | $44k | NEW | 3.2k | 13.65 |
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| Nucor Corp Stock (NUE) | 0.0 | $43k | NEW | 289.00 | 150.34 |
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| Vital Energy Stock (VTLE) | 0.0 | $43k | 1.6k | 26.90 |
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| Disney Walt Stock (DIS) | 0.0 | $42k | +19% | 440.00 | 96.23 |
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| Chevron Corp Stock (CVX) | 0.0 | $42k | +19% | 285.00 | 147.27 |
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| Duke Energy Corp Stock (DUK) | 0.0 | $42k | +82% | 360.00 | 115.30 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $41k | +23% | 247.00 | 167.19 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.0 | $40k | +35% | 189.00 | 210.86 |
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| Trump Media & Technology Group Wt Exp 032529 Stock (DJTWW) | 0.0 | $40k | 3.8k | 10.35 |
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| Schwab Charles Corp Stock (SCHW) | 0.0 | $37k | 565.00 | 64.81 |
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| Columbia U.s. Equity Income Etf Etf (EQIN) | 0.0 | $36k | 760.00 | 47.33 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.0 | $35k | 61.00 | 573.75 |
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| Coca Cola Stock (KO) | 0.0 | $32k | 446.00 | 71.86 |
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| Invesco S&p Global Water Index Etf Etf (CGW) | 0.0 | $30k | 486.00 | 61.20 |
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| Evergy Stock (EVRG) | 0.0 | $30k | 478.00 | 62.01 |
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| Starbucks Corp Stock (SBUX) | 0.0 | $30k | +18% | 303.00 | 97.49 |
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| Prudential Finl Stock (PRU) | 0.0 | $29k | -95% | 235.00 | 121.10 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $27k | +31% | 76.00 | 353.47 |
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| Msc Indl Direct Inc Cl A Stock (MSM) | 0.0 | $24k | 280.00 | 86.06 |
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| Waste Mgmt Inc Del Stock (WM) | 0.0 | $24k | 115.00 | 207.60 |
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| British Amern Tob Adr (BTI) | 0.0 | $24k | 649.00 | 36.58 |
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| Ishares Global Clean Energy Etf Etf (ICLN) | 0.0 | $22k | 1.5k | 14.69 |
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| Oracle Corp Stock (ORCL) | 0.0 | $22k | +217% | 127.00 | 170.40 |
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| Ishares Gold Trust Etf (IAU) | 0.0 | $20k | NEW | 400.00 | 49.70 |
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| Kkr & Co Stock (KKR) | 0.0 | $18k | NEW | 134.00 | 130.58 |
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| Nike Inc Cl B Stock (NKE) | 0.0 | $16k | +22% | 184.00 | 88.40 |
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| Boeing Stock (BA) | 0.0 | $16k | NEW | 102.00 | 152.04 |
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| Progressive Corp Stock (PGR) | 0.0 | $16k | NEW | 61.00 | 253.75 |
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| Salesforce Stock (CRM) | 0.0 | $15k | +111% | 55.00 | 273.71 |
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| Advanced Micro Devices Stock (AMD) | 0.0 | $15k | 90.00 | 164.08 |
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| Netflix Stock (NFLX) | 0.0 | $14k | NEW | 20.00 | 709.25 |
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| Utz Brands Inc Com Cl A Stock (UTZ) | 0.0 | $14k | 800.00 | 17.70 |
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| Wisdomtree Cloud Computing Fund Etf (WCLD) | 0.0 | $14k | 441.00 | 31.96 |
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| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $14k | 50.00 | 280.48 |
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| Martin Marietta Matls Stock (MLM) | 0.0 | $14k | +30% | 26.00 | 538.27 |
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| Sherwin Williams Stock (SHW) | 0.0 | $14k | +9% | 36.00 | 381.67 |
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| Trueshares Technology, Ai & Deep Learning Etf Etf (LRNZ) | 0.0 | $13k | -4% | 353.00 | 37.64 |
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| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.0 | $13k | NEW | 237.00 | 53.15 |
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| Mcdonalds Corp Stock (MCD) | 0.0 | $13k | 41.00 | 304.51 |
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| Heico Corp New Cl A Stock (HEI.A) | 0.0 | $12k | NEW | 61.00 | 203.75 |
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| American Express Stock (AXP) | 0.0 | $12k | +175% | 44.00 | 271.20 |
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| Grayscale Bitcoin Trust Etf (GBTC) | 0.0 | $12k | 235.00 | 50.50 |
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| Altria Group Stock (MO) | 0.0 | $12k | 225.00 | 51.04 |
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| Transdigm Group Stock (TDG) | 0.0 | $11k | NEW | 8.00 | 1427.12 |
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| Enbridge Stock (ENB) | 0.0 | $11k | 280.00 | 40.61 |
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| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.0 | $11k | 131.00 | 80.37 |
|
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| Copart Stock (CPRT) | 0.0 | $10k | NEW | 198.00 | 52.40 |
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| Oreilly Automotive Stock (ORLY) | 0.0 | $10k | NEW | 9.00 | 1151.56 |
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| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $10k | 40.00 | 257.70 |
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| Palo Alto Networks Stock (PANW) | 0.0 | $10k | 30.00 | 341.80 |
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| Cummins Stock (CMI) | 0.0 | $9.7k | 30.00 | 323.80 |
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| Intel Corp Stock (INTC) | 0.0 | $9.5k | 405.00 | 23.46 |
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| The Cigna Group Stock (CI) | 0.0 | $9.4k | NEW | 27.00 | 346.44 |
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| General Mls Stock (GIS) | 0.0 | $9.3k | 126.00 | 73.85 |
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| Carnival Corp Paired Ctf Stock (CCL) | 0.0 | $9.2k | 498.00 | 18.48 |
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| Coterra Energy Stock (CTRA) | 0.0 | $9.1k | 380.00 | 23.95 |
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| Brown & Brown Stock (BRO) | 0.0 | $8.7k | NEW | 84.00 | 103.60 |
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| Conocophillips Stock (COP) | 0.0 | $8.5k | NEW | 81.00 | 105.28 |
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| The Trade Desk Inc Com Cl A Stock (TTD) | 0.0 | $8.2k | NEW | 75.00 | 109.65 |
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| Magna Intl Stock (MGA) | 0.0 | $8.2k | 200.00 | 41.04 |
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| Iqvia Hldgs Stock (IQV) | 0.0 | $7.8k | 33.00 | 236.97 |
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| Prologis Reit (PLD) | 0.0 | $7.7k | NEW | 61.00 | 126.28 |
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| Colgate Palmolive Stock (CL) | 0.0 | $7.7k | 74.00 | 103.81 |
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| Kyndryl Hldgs Stock (KD) | 0.0 | $7.6k | 332.00 | 22.98 |
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| Mckesson Corp Stock (MCK) | 0.0 | $7.4k | NEW | 15.00 | 494.40 |
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| Costar Group Stock (CSGP) | 0.0 | $7.4k | NEW | 98.00 | 75.44 |
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| Ing Groep Adr (ING) | 0.0 | $7.3k | NEW | 400.00 | 18.16 |
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| Vulcan Matls Stock (VMC) | 0.0 | $7.3k | NEW | 29.00 | 250.41 |
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| Roper Technologies Stock (ROP) | 0.0 | $7.2k | NEW | 13.00 | 556.46 |
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| Texas Instrs Stock (TXN) | 0.0 | $7.2k | 35.00 | 206.57 |
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| Marvell Technology Stock (MRVL) | 0.0 | $7.2k | 100.00 | 72.12 |
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| Vanguard Mid-cap Value Etf Etf (VOE) | 0.0 | $7.2k | 43.00 | 167.67 |
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| Analog Devices Stock (ADI) | 0.0 | $7.1k | NEW | 31.00 | 230.16 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $7.0k | NEW | 15.00 | 465.07 |
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| Chewy Inc Cl A Stock (CHWY) | 0.0 | $7.0k | 238.00 | 29.29 |
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| General Dynamics Corp Stock (GD) | 0.0 | $7.0k | NEW | 23.00 | 302.22 |
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| Sun Cmntys Reit (SUI) | 0.0 | $6.9k | 51.00 | 135.16 |
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| Carmax Stock (KMX) | 0.0 | $6.9k | +169% | 89.00 | 77.38 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $6.8k | 50.00 | 136.34 |
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| Bwx Technologies Stock (BWXT) | 0.0 | $6.7k | 62.00 | 108.69 |
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| Anheuser Busch Inbev Sa Adr (BUD) | 0.0 | $6.6k | 100.00 | 66.29 |
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| Brookfield Infrastructure Corp Com Sb Vtg Shs A Stock (BIPC) | 0.0 | $6.4k | NEW | 148.00 | 43.43 |
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| Union Pac Corp Stock (UNP) | 0.0 | $6.4k | NEW | 26.00 | 246.46 |
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| Wells Fargo Stock (WFC) | 0.0 | $6.4k | 113.00 | 56.49 |
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| Monster Beverage Corp Stock (MNST) | 0.0 | $6.4k | NEW | 122.00 | 52.17 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.0 | $6.3k | NEW | 6.00 | 1051.17 |
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| Gilead Sciences Stock (GILD) | 0.0 | $6.3k | 75.00 | 83.84 |
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| Markel Group Stock (MKL) | 0.0 | $6.3k | NEW | 4.00 | 1568.50 |
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| Rtx Corporation Stock (RTX) | 0.0 | $6.2k | NEW | 51.00 | 121.16 |
|
| Exelon Corp Stock (EXC) | 0.0 | $6.1k | 150.00 | 40.55 |
|
|
| Morgan Stanley Stock (MS) | 0.0 | $6.0k | NEW | 58.00 | 104.24 |
|
| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.0 | $6.0k | NEW | 120.00 | 49.92 |
|
| Ishares Msci India Etf Etf (INDA) | 0.0 | $5.9k | 100.00 | 58.53 |
|
|
| Tyler Technologies Stock (TYL) | 0.0 | $5.8k | NEW | 10.00 | 583.70 |
|
| Fair Isaac Corp Stock (FICO) | 0.0 | $5.8k | NEW | 3.00 | 1943.67 |
|
| Chubb Stock (CB) | 0.0 | $5.8k | NEW | 20.00 | 288.40 |
|
| Cbre Group Inc Cl A Stock (CBRE) | 0.0 | $5.7k | NEW | 46.00 | 124.48 |
|
| D R Horton Stock (DHI) | 0.0 | $5.7k | 30.00 | 190.77 |
|
|
| Eaton Corp Stock (ETN) | 0.0 | $5.6k | NEW | 17.00 | 331.41 |
|
| Lennar Corp Cl A Stock (LEN) | 0.0 | $5.6k | NEW | 30.00 | 187.47 |
|
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $5.6k | NEW | 25.00 | 223.08 |
|
| Gartner Stock (IT) | 0.0 | $5.6k | NEW | 11.00 | 506.73 |
|
| Shopify Inc Cl A Stock (SHOP) | 0.0 | $5.5k | NEW | 69.00 | 80.14 |
|
| Abbott Labs Stock (ABT) | 0.0 | $5.5k | NEW | 48.00 | 114.00 |
|
| Kla Corp Stock (KLAC) | 0.0 | $5.4k | NEW | 7.00 | 774.43 |
|
| Nasdaq Stock (NDAQ) | 0.0 | $5.4k | NEW | 74.00 | 73.01 |
|
| Live Nation Entertainment Stock (LYV) | 0.0 | $5.3k | NEW | 48.00 | 109.50 |
|
| Dominion Energy Stock (D) | 0.0 | $5.1k | NEW | 88.00 | 57.80 |
|
| Arch Cap Group Ltd Ord Stock (ACGL) | 0.0 | $5.0k | NEW | 45.00 | 111.89 |
|
| Ishares Msci Canada Etf Etf (EWC) | 0.0 | $5.0k | NEW | 120.00 | 41.52 |
|
| Diageo Adr (DEO) | 0.0 | $4.9k | NEW | 35.00 | 140.34 |
|
| Suburban Propane Partners L P Unit Ltd Partn Stock (SPH) | 0.0 | $4.9k | NEW | 273.00 | 17.94 |
|
| Qualcomm Stock (QCOM) | 0.0 | $4.8k | NEW | 28.00 | 170.04 |
|
| T-mobile Us Stock (TMUS) | 0.0 | $4.7k | NEW | 23.00 | 206.35 |
|
| Dominos Pizza Stock (DPZ) | 0.0 | $4.7k | NEW | 11.00 | 430.18 |
|
| Kenvue Stock (KVUE) | 0.0 | $4.7k | NEW | 204.00 | 23.13 |
|
| Illinois Tool Wks Stock (ITW) | 0.0 | $4.7k | NEW | 18.00 | 262.06 |
|
| Elevance Health Stock (ELV) | 0.0 | $4.7k | 9.00 | 520.00 |
|
|
| Unitedhealth Group Stock (UNH) | 0.0 | $4.7k | 8.00 | 584.62 |
|
|
| Msci Stock (MSCI) | 0.0 | $4.7k | NEW | 8.00 | 582.88 |
|
| Pfizer Stock (PFE) | 0.0 | $4.7k | NEW | 161.00 | 28.94 |
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $4.4k | NEW | 9.00 | 491.22 |
|
| Alliancebernstein Global High Cef (AWF) | 0.0 | $4.4k | NEW | 384.00 | 11.34 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.0 | $4.3k | NEW | 7.00 | 618.57 |
|
| Nxp Semiconductors N V Stock (NXPI) | 0.0 | $4.3k | NEW | 18.00 | 240.00 |
|
| Zimmer Biomet Holdings Stock (ZBH) | 0.0 | $4.3k | 40.00 | 107.95 |
|
|
| Citigroup Stock (C) | 0.0 | $4.2k | NEW | 67.00 | 62.60 |
|
| Sba Communications Corp New Cl A Reit (SBAC) | 0.0 | $4.1k | NEW | 17.00 | 240.71 |
|
| Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 0.0 | $3.8k | -89% | 70.00 | 54.69 |
|
| Expeditors Intl Wash Stock (EXPD) | 0.0 | $3.8k | NEW | 29.00 | 131.41 |
|
| Norwegian Cruise Line Hldg Stock (NCLH) | 0.0 | $3.6k | 176.00 | 20.51 |
|
|
| Novartis Adr (NVS) | 0.0 | $3.5k | NEW | 30.00 | 115.03 |
|
| Veeva Sys Inc Cl A Stock (VEEV) | 0.0 | $3.4k | NEW | 16.00 | 209.88 |
|
| Honeywell Intl Stock (HON) | 0.0 | $3.3k | NEW | 16.00 | 206.69 |
|
| Factset Resh Sys Stock (FDS) | 0.0 | $3.2k | NEW | 7.00 | 459.86 |
|
| Microchip Technology Stock (MCHP) | 0.0 | $3.2k | NEW | 40.00 | 80.30 |
|
| Alibaba Group Hldg Adr (BABA) | 0.0 | $3.2k | NEW | 30.00 | 106.13 |
|
| Siriusxm Holdings Stock | 0.0 | $3.1k | NEW | 133.00 | 23.65 |
|
| Maiden Holdings Stock (MHLD) | 0.0 | $3.0k | 1.7k | 1.77 |
|
|
| Sei Invts Stock (SEIC) | 0.0 | $3.0k | NEW | 43.00 | 69.19 |
|
| Ishares Cybersecurity & Tech Etf Etf (IHAK) | 0.0 | $3.0k | 61.00 | 48.74 |
|
|
| Liberty Media Corp Del Com Lbty One S C Stock (FWONK) | 0.0 | $2.9k | NEW | 37.00 | 77.43 |
|
| Ares Management Corporation Cl A Com Stk Stock (ARES) | 0.0 | $2.8k | NEW | 18.00 | 155.83 |
|
| Yum Brands Stock (YUM) | 0.0 | $2.8k | NEW | 20.00 | 139.70 |
|
| Illumina Stock (ILMN) | 0.0 | $2.7k | NEW | 21.00 | 130.43 |
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $2.7k | 25.00 | 109.52 |
|
|
| Iqiyi Adr (IQ) | 0.0 | $2.7k | 950.00 | 2.86 |
|
|
| Lululemon Athletica Stock (LULU) | 0.0 | $2.7k | 10.00 | 271.40 |
|
|
| Workday Inc Cl A Stock (WDAY) | 0.0 | $2.4k | NEW | 10.00 | 244.40 |
|
| Hyatt Hotels Corp Com Cl A Stock (H) | 0.0 | $2.4k | NEW | 16.00 | 152.19 |
|
| Applied Matls Stock (AMAT) | 0.0 | $2.4k | 12.00 | 202.08 |
|
|
| Block Inc Cl A Stock (SQ) | 0.0 | $2.4k | NEW | 36.00 | 67.14 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $2.4k | NEW | 13.00 | 184.85 |
|
| Waste Connections Stock (WCN) | 0.0 | $2.3k | NEW | 13.00 | 178.85 |
|
| Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) | 0.0 | $2.2k | NEW | 47.00 | 47.30 |
|
| Ccc Intelligent Solutions Hld Stock (CCCS) | 0.0 | $2.2k | NEW | 196.00 | 11.05 |
|
| Verisign Stock (VRSN) | 0.0 | $2.1k | NEW | 11.00 | 190.00 |
|
| Idexx Labs Stock (IDXX) | 0.0 | $2.0k | NEW | 4.00 | 505.25 |
|
| Marriott Vacations Worldwide C Stock (VAC) | 0.0 | $2.0k | 27.00 | 73.48 |
|
|
| Vail Resorts Stock (MTN) | 0.0 | $1.9k | NEW | 11.00 | 174.27 |
|
| Moodys Corp Stock (MCO) | 0.0 | $1.9k | NEW | 4.00 | 474.50 |
|
| Hanesbrands Stock (HBI) | 0.0 | $1.8k | 248.00 | 7.35 |
|
|
| Oneok Stock (OKE) | 0.0 | $1.8k | NEW | 20.00 | 91.15 |
|
| Valero Energy Corp Stock (VLO) | 0.0 | $1.8k | NEW | 13.00 | 135.00 |
|
| Vanguard Value Etf Etf (VTV) | 0.0 | $1.7k | 10.00 | 174.60 |
|
|
| Hasbro Stock (HAS) | 0.0 | $1.7k | 24.00 | 72.33 |
|
|
| Deere & Co Stock (DE) | 0.0 | $1.7k | NEW | 4.00 | 417.25 |
|
| Annaly Capital Management Reit (NLY) | 0.0 | $1.6k | NEW | 82.00 | 20.07 |
|
| Energy Select Sector Spdr Fund Etf (XLE) | 0.0 | $1.5k | 17.00 | 87.82 |
|
|
| Halliburton Stock (HAL) | 0.0 | $1.5k | 50.00 | 29.06 |
|
|
| Trump Media & Technology Group Stock (DJT) | 0.0 | $1.4k | 88.00 | 16.07 |
|
|
| Cassava Sciences Stock (SAVA) | 0.0 | $1.4k | 48.00 | 29.44 |
|
|
| Ametek Stock (AME) | 0.0 | $1.4k | NEW | 8.00 | 171.75 |
|
| Brookfield Renewable Corp Cl A Sub Vtg Stock (BEPC) | 0.0 | $1.4k | NEW | 42.00 | 32.67 |
|
| Ross Stores Stock (ROST) | 0.0 | $1.4k | NEW | 9.00 | 150.56 |
|
| Grayscale Bitcoin Mini Trust Etf | 0.0 | $1.3k | NEW | 235.00 | 5.63 |
|
| Berkley W R Corp Stock (WRB) | 0.0 | $1.2k | NEW | 21.00 | 56.71 |
|
| Wix Stock (WIX) | 0.0 | $1.2k | NEW | 7.00 | 167.14 |
|
| Penn Entertainment Stock (PENN) | 0.0 | $1.1k | 60.00 | 18.87 |
|
|
| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $1.1k | NEW | 4.00 | 281.25 |
|
| Waters Corp Stock (WAT) | 0.0 | $1.1k | NEW | 3.00 | 360.00 |
|
| Under Armour Inc Cl A Stock (UAA) | 0.0 | $1.1k | 120.00 | 8.91 |
|
|
| Yum China Hldgs Stock (YUMC) | 0.0 | $1.0k | NEW | 23.00 | 45.00 |
|
| Perimeter Solutions Sa Stock (PRM) | 0.0 | $1.0k | NEW | 75.00 | 13.45 |
|
| Under Armour Inc Cl C Stock (UA) | 0.0 | $1.0k | 120.00 | 8.36 |
|
|
| Ansys Stock (ANSS) | 0.0 | $956.000100 | NEW | 3.00 | 318.67 |
|
| Albemarle Corp Stock (ALB) | 0.0 | $947.000000 | 10.00 | 94.70 |
|
|
| Agilent Technologies Stock (A) | 0.0 | $891.000000 | NEW | 6.00 | 148.50 |
|
| Summit Matls Inc Cl A Stock (SUM) | 0.0 | $819.999600 | NEW | 21.00 | 39.05 |
|
| Paypal Hldgs Stock (PYPL) | 0.0 | $780.000000 | NEW | 10.00 | 78.00 |
|
| Spotify Technology S A Stock (SPOT) | 0.0 | $737.000000 | 2.00 | 368.50 |
|
|
| Solaredge Technologies Stock (SEDG) | 0.0 | $732.998400 | 32.00 | 22.91 |
|
|
| Liberty Media Corp Del Com Lbty One S A Stock (FWONA) | 0.0 | $715.000000 | NEW | 10.00 | 71.50 |
|
| Veralto Corp Stock (VLTO) | 0.0 | $670.999800 | NEW | 6.00 | 111.83 |
|
| Toronto Dominion Bk Ont Stock (TD) | 0.0 | $633.000000 | 10.00 | 63.30 |
|
|
| Gold Fields Adr (GFI) | 0.0 | $614.000000 | 40.00 | 15.35 |
|
|
| Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) | 0.0 | $591.000300 | 11.00 | 53.73 |
|
|
| HP Stock (HPQ) | 0.0 | $538.000500 | 15.00 | 35.87 |
|
|
| Cisco Sys Stock (CSCO) | 0.0 | $532.000000 | NEW | 10.00 | 53.20 |
|
| Lumen Technologies Stock (LUMN) | 0.0 | $426.000000 | NEW | 60.00 | 7.10 |
|
| Graco Stock (GGG) | 0.0 | $350.000000 | NEW | 4.00 | 87.50 |
|
| National Health Invs Reit (NHI) | 0.0 | $336.000000 | 4.00 | 84.00 |
|
|
| Hewlett Packard Enterprise Stock (HPE) | 0.0 | $307.000500 | 15.00 | 20.47 |
|
|
| Cognex Corp Stock (CGNX) | 0.0 | $243.000000 | NEW | 6.00 | 40.50 |
|
| Tjx Cos Stock (TJX) | 0.0 | $235.000000 | 2.00 | 117.50 |
|
|
| Cme Group Stock (CME) | 0.0 | $221.000000 | NEW | 1.00 | 221.00 |
|
| Rumble Inc Com Cl A Stock (RUM) | 0.0 | $214.000000 | 40.00 | 5.35 |
|
|
| Hershey Stock (HSY) | 0.0 | $192.000000 | 1.00 | 192.00 |
|
|
| Gopro Inc Cl A Stock (GPRO) | 0.0 | $82.002000 | 60.00 | 1.37 |
|
|
| Zimvie Stock (ZIMV) | 0.0 | $63.000000 | 4.00 | 15.75 |
|
|
| Siren Etf Trust Siren Nasdaq Nexgen Economy Etf Etf (BLCN) | 0.0 | $50.000000 | NEW | 2.00 | 25.00 |
|
| Canopy Growth Corp Stock (CGC) | 0.0 | $48.000000 | 10.00 | 4.80 |
|
|
| Rci Hospitality Hldgs Stock (RICK) | 0.0 | $45.000000 | 1.00 | 45.00 |
|
|
| Jetai Stock | 0.0 | $43.983000 | +161% | 405.00 | 0.11 |
|
| Grail Stock (GRAL) | 0.0 | $41.000100 | NEW | 3.00 | 13.67 |
|
| Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) | 0.0 | $30.000000 | 1.00 | 30.00 |
|
|
| Ncr Voyix Corporation Stock (VYX) | 0.0 | $27.000000 | -99% | 2.00 | 13.50 |
|
| Pharmacyte Biotech Stock | 0.0 | $4.000000 | 2.00 | 2.00 |
|
|
| Vaneck Russia Etf Etf | 0.0 | $0 | 162.00 | 0.00 |
|
Past Filings by Carolina Wealth Advisors
SEC 13F filings are viewable for Carolina Wealth Advisors going back to 2019
- Carolina Wealth Advisors 2024 Q3 filed Oct. 21, 2024
- Carolina Wealth Advisors 2024 Q2 filed July 12, 2024
- Carolina Wealth Advisors 2024 Q1 filed April 5, 2024
- Carolina Wealth Advisors 2023 Q4 filed Jan. 23, 2024
- Carolina Wealth Advisors 2023 Q3 filed Oct. 17, 2023
- Carolina Wealth Advisors 2023 Q2 filed July 17, 2023
- Carolina Wealth Advisors 2023 Q1 filed April 14, 2023
- Carolina Wealth Advisors 2022 Q4 filed Jan. 10, 2023
- Carolina Wealth Advisors 2022 Q3 filed Oct. 14, 2022
- Carolina Wealth Advisors 2022 Q2 filed July 19, 2022
- Carolina Wealth Advisors 2022 Q1 filed April 18, 2022
- Carolina Wealth Advisors 2021 Q4 filed Jan. 24, 2022
- Carolina Wealth Advisors 2021 Q3 filed Oct. 22, 2021
- Carolina Wealth Advisors 2021 Q2 filed July 22, 2021
- Carolina Wealth Advisors 2021 Q1 filed April 9, 2021
- Carolina Wealth Advisors 2020 Q4 filed Jan. 29, 2021