Carolina Wealth Advisors
Latest statistics and disclosures from Carolina Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BLV, SCHP, DKS, PKG, RDN, and represent 36.93% of Carolina Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHP (+$10M), SCHX, SCHM, SCHA, SCHF, GDDY, SCHB, EQH, HLT, ADSK.
- Started 28 new stock positions in W, LMND, ZM, MRNA, LCID, SILA, FUBO, UPST, PRM, BTC.
- Reduced shares in these 10 stocks: PINC, TCOM, PCAR, CLS, IBM, AAPL, BRK.B, AVGO, AMZN, PHM.
- Sold out of its positions in ALB, AWF, NLY, AMAT, CAR, BCPC, Brookfield Infrastructure, Brookfield Renewable Corp, CME, CTRA.
- Carolina Wealth Advisors was a net buyer of stock by $13M.
- Carolina Wealth Advisors has $186M in assets under management (AUM), dropping by -5.45%.
- Central Index Key (CIK): 0001786411
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Portfolio Holdings for Carolina Wealth Advisors
Carolina Wealth Advisors holds 299 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Vanguard Long-term Bond Etf Etf (BLV) | 13.2 | $25M | 358k | 68.43 |
|
|
| Schwab Us Tips Etf Etf (SCHP) | 11.0 | $20M | +99% | 791k | 25.83 |
|
| Dicks Sporting Goods Stock (DKS) | 4.6 | $8.5M | 37k | 228.84 |
|
|
| Packaging Corp Amer Stock (PKG) | 4.2 | $7.9M | 35k | 225.13 |
|
|
| Radian Group Stock (RDN) | 4.0 | $7.3M | 232k | 31.72 |
|
|
| Williams Sonoma Stock (WSM) | 3.9 | $7.3M | 40k | 185.18 |
|
|
| Broadcom Stock (AVGO) | 3.9 | $7.2M | -3% | 31k | 231.84 |
|
| Fastenal Stock (FAST) | 3.9 | $7.2M | 100k | 71.91 |
|
|
| Abbvie Stock (ABBV) | 3.7 | $6.9M | 39k | 177.70 |
|
|
| Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB) | 3.4 | $6.3M | 128k | 49.40 |
|
|
| Invesco Bulletshares 2033 Corporate Bond Etf Etf (BSCX) | 3.1 | $5.8M | 284k | 20.62 |
|
|
| Verizon Communications Stock (VZ) | 3.1 | $5.7M | 143k | 39.99 |
|
|
| City Hldg Stock (CHCO) | 2.9 | $5.4M | 46k | 118.48 |
|
|
| Ford Mtr Stock (F) | 2.9 | $5.3M | 540k | 9.90 |
|
|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 2.7 | $5.0M | +168% | 217k | 23.18 |
|
| Infosys Adr (INFY) | 2.6 | $4.9M | 223k | 21.92 |
|
|
| Schwab U.s. Small-cap Etf Etf (SCHA) | 2.6 | $4.9M | +80% | 189k | 25.86 |
|
| Schwab U.s. Mid-cap Etf Etf (SCHM) | 2.2 | $4.1M | +173% | 147k | 27.71 |
|
| Conagra Brands Stock (CAG) | 2.1 | $3.9M | 139k | 27.75 |
|
|
| Employers Hldgs Stock (EIG) | 2.0 | $3.8M | 73k | 51.23 |
|
|
| Shutterstock Stock (SSTK) | 1.8 | $3.4M | 110k | 30.35 |
|
|
| Schwab International Equity Etf Etf (SCHF) | 1.6 | $2.9M | +94% | 157k | 18.50 |
|
| United Airls Hldgs Stock (UAL) | 0.6 | $1.1M | 11k | 97.10 |
|
|
| Twilio Inc Cl A Stock (TWLO) | 0.5 | $976k | +2% | 9.0k | 108.08 |
|
| Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.5 | $973k | -8% | 37k | 26.63 |
|
| Schwab International Small-cap Equity Etf Etf (SCHC) | 0.5 | $955k | -4% | 28k | 34.33 |
|
| Celestica Stock (CLS) | 0.5 | $873k | -36% | 9.5k | 92.30 |
|
| Greenbrier Cos Stock (GBX) | 0.5 | $845k | +2% | 14k | 60.99 |
|
| Loews Corp Stock (L) | 0.5 | $840k | +2% | 9.9k | 84.69 |
|
| Openlane Stock (KAR) | 0.4 | $832k | +3% | 42k | 19.84 |
|
| Liveramp Hldgs Stock (RAMP) | 0.4 | $778k | +2% | 26k | 30.37 |
|
| Delta Air Lines Inc Del Stock (DAL) | 0.4 | $777k | 13k | 60.50 |
|
|
| Post Hldgs Stock (POST) | 0.4 | $773k | +2% | 6.8k | 114.46 |
|
| Owens Corning Stock (OC) | 0.4 | $754k | +2% | 4.4k | 170.32 |
|
| Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) | 0.4 | $714k | -14% | 6.5k | 109.80 |
|
| Renaissancere Hldgs Stock (RNR) | 0.4 | $696k | +2% | 2.8k | 248.81 |
|
| Fresh Del Monte Produce Inc Ord Stock (FDP) | 0.3 | $644k | +2% | 19k | 33.21 |
|
| Enersys Stock (ENS) | 0.3 | $615k | +2% | 6.6k | 92.43 |
|
| Pulte Group Stock (PHM) | 0.3 | $597k | -26% | 5.5k | 108.90 |
|
| Oshkosh Corp Stock (OSK) | 0.3 | $576k | +2% | 6.1k | 95.07 |
|
| Copa Holdings Sa Cl A Stock (CPA) | 0.3 | $563k | +2% | 6.4k | 87.88 |
|
| Molson Coors Beverage Co Cl B Stock (TAP) | 0.3 | $559k | 9.7k | 57.32 |
|
|
| Caleres Stock (CAL) | 0.3 | $553k | 24k | 23.16 |
|
|
| Forestar Group Stock (FOR) | 0.3 | $534k | +2% | 21k | 25.92 |
|
| Apple Stock (AAPL) | 0.3 | $516k | -40% | 2.1k | 250.42 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.2 | $356k | -47% | 785.00 | 453.28 |
|
| Tesla Stock (TSLA) | 0.2 | $356k | -32% | 881.00 | 403.84 |
|
| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.2 | $302k | +211% | 13k | 22.70 |
|
| Godaddy Inc Cl A Stock (GDDY) | 0.1 | $273k | +345% | 1.4k | 197.37 |
|
| Marriott Intl Inc New Cl A Stock (MAR) | 0.1 | $253k | +82% | 906.00 | 278.94 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.1 | $247k | +282% | 1.0k | 247.16 |
|
| Autodesk Stock (ADSK) | 0.1 | $247k | +277% | 835.00 | 295.57 |
|
| Equitable Hldgs Stock (EQH) | 0.1 | $244k | +348% | 5.2k | 47.17 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $240k | -36% | 456.00 | 526.57 |
|
| Cardinal Health Stock (CAH) | 0.1 | $227k | +346% | 1.9k | 118.27 |
|
| Eli Lilly & Co Stock (LLY) | 0.1 | $224k | +108% | 290.00 | 772.00 |
|
| Verisk Analytics Stock (VRSK) | 0.1 | $223k | +330% | 810.00 | 275.43 |
|
| Cencora Stock (COR) | 0.1 | $221k | +270% | 985.00 | 224.68 |
|
| Motorola Solutions Stock (MSI) | 0.1 | $221k | +337% | 477.00 | 462.23 |
|
| Amazon Stock (AMZN) | 0.1 | $219k | -50% | 996.00 | 219.39 |
|
| Clorox Co Del Stock (CLX) | 0.1 | $214k | +345% | 1.3k | 162.41 |
|
| Manhattan Associates Stock (MANH) | 0.1 | $212k | +342% | 784.00 | 270.24 |
|
| Pdd Holdings Adr (PDD) | 0.1 | $211k | +347% | 2.2k | 96.99 |
|
| Otis Worldwide Corp Stock (OTIS) | 0.1 | $210k | +347% | 2.3k | 92.61 |
|
| Walmart Stock (WMT) | 0.1 | $201k | -19% | 2.2k | 90.35 |
|
| Aon Plc Shs Cl A Stock (AON) | 0.1 | $200k | 557.00 | 359.16 |
|
|
| Booking Holdings Stock (BKNG) | 0.1 | $194k | +200% | 39.00 | 4968.41 |
|
| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $178k | -4% | 1.7k | 104.89 |
|
| Autozone Stock (AZO) | 0.1 | $167k | +246% | 52.00 | 3202.00 |
|
| Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) | 0.1 | $156k | -3% | 3.7k | 42.05 |
|
| Costco Whsl Corp Stock (COST) | 0.1 | $155k | -19% | 169.00 | 916.27 |
|
| Nu Hldgs Ltd Ord Shs Cl A Stock (NU) | 0.1 | $150k | +349% | 14k | 10.36 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $142k | +308% | 1.7k | 86.02 |
|
| Bread Financial Holdings Stock (BFH) | 0.1 | $130k | -2% | 2.1k | 61.06 |
|
| Enova Intl Stock (ENVA) | 0.1 | $129k | -2% | 1.3k | 95.88 |
|
| Procter And Gamble Stock (PG) | 0.1 | $119k | 710.00 | 167.65 |
|
|
| General Mtrs Stock (GM) | 0.1 | $114k | -2% | 2.1k | 53.27 |
|
| Ryder Sys Stock (R) | 0.1 | $113k | -2% | 718.00 | 156.86 |
|
| Merck & Co Stock (MRK) | 0.0 | $92k | 927.00 | 99.48 |
|
|
| Viatris Stock (VTRS) | 0.0 | $90k | -4% | 7.2k | 12.45 |
|
| Trump Media & Technology Group Wt Exp 032529 Stock (DJTWW) | 0.0 | $89k | 3.8k | 23.06 |
|
|
| Matador Res Stock (MTDR) | 0.0 | $87k | -3% | 1.5k | 56.26 |
|
| Microsoft Corp Stock (MSFT) | 0.0 | $84k | -41% | 199.00 | 421.50 |
|
| Northern Oil & Gas Stock (NOG) | 0.0 | $84k | -2% | 2.3k | 37.16 |
|
| Nvidia Corporation Stock (NVDA) | 0.0 | $82k | -47% | 610.00 | 134.29 |
|
| Pepsico Stock (PEP) | 0.0 | $82k | 536.00 | 152.06 |
|
|
| Public Svc Enterprise Grp Stock (PEG) | 0.0 | $76k | 900.00 | 84.49 |
|
|
| Peabody Energy Corp Stock (BTU) | 0.0 | $76k | -2% | 3.6k | 20.94 |
|
| Dxc Technology Stock (DXC) | 0.0 | $74k | -3% | 3.7k | 19.98 |
|
| Herbalife Stock (HLF) | 0.0 | $70k | -2% | 11k | 6.69 |
|
| Upbound Group Stock (UPBD) | 0.0 | $70k | -2% | 2.4k | 29.17 |
|
| Us Foods Hldg Corp Stock (USFD) | 0.0 | $68k | 1.0k | 67.46 |
|
|
| 3M Stock (MMM) | 0.0 | $64k | 498.00 | 129.09 |
|
|
| Xtrackers S&p 500 Esg Etf Etf (SNPE) | 0.0 | $64k | -4% | 1.2k | 53.27 |
|
| Target Corp Stock (TGT) | 0.0 | $63k | -10% | 465.00 | 135.18 |
|
| Bank America Corp Stock (BAC) | 0.0 | $61k | 1.4k | 43.95 |
|
|
| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $60k | 96.00 | 621.80 |
|
|
| Flexshares Stoxx Global Esg Select Index Fund Etf (ESGG) | 0.0 | $59k | -3% | 353.00 | 168.04 |
|
| Vital Energy Stock (VTLE) | 0.0 | $48k | -3% | 1.6k | 30.92 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $47k | 247.00 | 190.44 |
|
|
| Disney Walt Stock (DIS) | 0.0 | $46k | -6% | 411.00 | 111.40 |
|
| Par Pac Holdings Stock (PARR) | 0.0 | $45k | -2% | 2.8k | 16.39 |
|
| Apa Corporation Stock (APA) | 0.0 | $45k | -2% | 1.9k | 23.09 |
|
| Schwab Charles Corp Stock (SCHW) | 0.0 | $42k | 565.00 | 74.01 |
|
|
| Lowes Cos Stock (LOW) | 0.0 | $41k | -27% | 166.00 | 246.80 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.0 | $36k | -21% | 149.00 | 239.71 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.0 | $35k | -48% | 60.00 | 585.52 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.0 | $34k | -66% | 180.00 | 189.30 |
|
| Nucor Corp Stock (NUE) | 0.0 | $34k | 289.00 | 116.71 |
|
|
| Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) | 0.0 | $31k | -69% | 241.00 | 128.70 |
|
| Evergy Stock (EVRG) | 0.0 | $29k | 478.00 | 61.55 |
|
|
| American Healthcare Reit Reit (AHR) | 0.0 | $29k | NEW | 1.0k | 28.42 |
|
| Prudential Finl Stock (PRU) | 0.0 | $28k | 235.00 | 118.53 |
|
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $27k | 76.00 | 351.79 |
|
|
| Sila Realty Trust Reit (SILA) | 0.0 | $26k | NEW | 1.1k | 24.32 |
|
| Invesco S&p Global Water Index Etf Etf (CGW) | 0.0 | $26k | -2% | 475.00 | 54.20 |
|
| Columbia U.s. Equity Income Etf Etf (EQIN) | 0.0 | $25k | -26% | 561.00 | 44.35 |
|
| British Amern Tob Adr (BTI) | 0.0 | $24k | 649.00 | 36.32 |
|
|
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $23k | 115.00 | 201.79 |
|
|
| Visa Inc Com Cl A Stock (V) | 0.0 | $22k | -81% | 71.00 | 316.04 |
|
| Coca Cola Stock (KO) | 0.0 | $22k | -21% | 350.00 | 62.26 |
|
| Oracle Corp Stock (ORCL) | 0.0 | $21k | 127.00 | 166.64 |
|
|
| Starbucks Corp Stock (SBUX) | 0.0 | $21k | -24% | 230.00 | 91.25 |
|
| Msc Indl Direct Inc Cl A Stock (MSM) | 0.0 | $21k | 280.00 | 74.69 |
|
|
| Kkr & Co Stock (KKR) | 0.0 | $20k | 134.00 | 147.91 |
|
|
| T-mobile Us Stock (TMUS) | 0.0 | $19k | +278% | 87.00 | 220.74 |
|
| Boeing Stock (BA) | 0.0 | $18k | 102.00 | 177.00 |
|
|
| Netflix Stock (NFLX) | 0.0 | $18k | 20.00 | 891.30 |
|
|
| Grayscale Bitcoin Trust Etf Etf (GBTC) | 0.0 | $17k | 235.00 | 74.02 |
|
|
| Ishares Global Clean Energy Etf Etf (ICLN) | 0.0 | $17k | 1.5k | 11.38 |
|
|
| Wisdomtree Cloud Computing Fund Etf (WCLD) | 0.0 | $17k | 441.00 | 37.52 |
|
|
| International Business Machs Stock (IBM) | 0.0 | $15k | -96% | 69.00 | 219.83 |
|
| The Trade Desk Inc Com Cl A Stock (TTD) | 0.0 | $15k | +66% | 125.00 | 117.53 |
|
| Progressive Corp Stock (PGR) | 0.0 | $15k | 61.00 | 239.61 |
|
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $14k | 184.00 | 75.67 |
|
|
| Trueshares Technology, Ai & Deep Learning Etf Etf (LRNZ) | 0.0 | $14k | 353.00 | 38.98 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.0 | $14k | 237.00 | 57.45 |
|
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $13k | +22% | 110.00 | 120.79 |
|
| American Express Stock (AXP) | 0.0 | $13k | 44.00 | 296.80 |
|
|
| Mcdonalds Corp Stock (MCD) | 0.0 | $12k | 41.00 | 289.88 |
|
|
| Altria Group Stock (MO) | 0.0 | $12k | 225.00 | 52.29 |
|
|
| Copart Stock (CPRT) | 0.0 | $11k | 198.00 | 57.39 |
|
|
| Heico Corp New Cl A Stock (HEI.A) | 0.0 | $11k | 61.00 | 186.08 |
|
|
| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.0 | $11k | +231% | 434.00 | 26.07 |
|
| Oreilly Automotive Stock (ORLY) | 0.0 | $11k | 9.00 | 1185.78 |
|
|
| Cummins Stock (CMI) | 0.0 | $11k | 30.00 | 348.60 |
|
|
| Transdigm Group Stock (TDG) | 0.0 | $10k | 8.00 | 1267.25 |
|
|
| Salesforce Stock (CRM) | 0.0 | $9.7k | -47% | 29.00 | 334.34 |
|
| Shopify Inc Cl A Stock (SHOP) | 0.0 | $9.5k | +28% | 89.00 | 106.33 |
|
| Snowflake Inc Cl A Stock (SNOW) | 0.0 | $9.3k | NEW | 60.00 | 154.42 |
|
| Brown & Brown Stock (BRO) | 0.0 | $8.6k | 84.00 | 102.02 |
|
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $8.6k | -50% | 25.00 | 342.16 |
|
| Mckesson Corp Stock (MCK) | 0.0 | $8.5k | 15.00 | 569.93 |
|
|
| General Mls Stock (GIS) | 0.0 | $8.0k | 126.00 | 63.77 |
|
|
| Conocophillips Stock (COP) | 0.0 | $8.0k | 81.00 | 99.17 |
|
|
| Wells Fargo Stock (WFC) | 0.0 | $7.9k | 113.00 | 70.24 |
|
|
| Vulcan Matls Stock (VMC) | 0.0 | $7.5k | 29.00 | 257.24 |
|
|
| The Cigna Group Stock (CI) | 0.0 | $7.5k | 27.00 | 276.15 |
|
|
| Morgan Stanley Stock (MS) | 0.0 | $7.3k | 58.00 | 125.72 |
|
|
| Carmax Stock (KMX) | 0.0 | $7.3k | 89.00 | 81.76 |
|
|
| Costar Group Stock (CSGP) | 0.0 | $7.0k | 98.00 | 71.59 |
|
|
| Gilead Sciences Stock (GILD) | 0.0 | $6.9k | 75.00 | 92.37 |
|
|
| Bwx Technologies Stock (BWXT) | 0.0 | $6.9k | 62.00 | 111.39 |
|
|
| Markel Group Stock (MKL) | 0.0 | $6.9k | 4.00 | 1726.25 |
|
|
| Duke Energy Corp Stock (DUK) | 0.0 | $6.8k | -82% | 63.00 | 107.75 |
|
| Roper Technologies Stock (ROP) | 0.0 | $6.8k | 13.00 | 519.85 |
|
|
| Colgate Palmolive Stock (CL) | 0.0 | $6.7k | 74.00 | 90.91 |
|
|
| Southern Stock (SO) | 0.0 | $6.7k | -89% | 81.00 | 82.32 |
|
| Chevron Corp Stock (CVX) | 0.0 | $6.7k | -83% | 46.00 | 144.85 |
|
| Analog Devices Stock (ADI) | 0.0 | $6.6k | 31.00 | 212.45 |
|
|
| Texas Instrs Stock (TXN) | 0.0 | $6.6k | 35.00 | 187.51 |
|
|
| Iqvia Hldgs Stock (IQV) | 0.0 | $6.5k | 33.00 | 196.52 |
|
|
| Prologis Reit (PLD) | 0.0 | $6.4k | 61.00 | 105.70 |
|
|
| Monster Beverage Corp Stock (MNST) | 0.0 | $6.4k | 122.00 | 52.56 |
|
|
| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $6.3k | 50.00 | 126.10 |
|
|
| Johnson & Johnson Stock (JNJ) | 0.0 | $6.2k | -84% | 43.00 | 144.63 |
|
| Live Nation Entertainment Stock (LYV) | 0.0 | $6.2k | 48.00 | 129.50 |
|
|
| General Dynamics Corp Stock (GD) | 0.0 | $6.1k | 23.00 | 263.48 |
|
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $6.0k | 15.00 | 402.73 |
|
|
| Cbre Group Inc Cl A Stock (CBRE) | 0.0 | $6.0k | 46.00 | 131.28 |
|
|
| Paccar Stock (PCAR) | 0.0 | $6.0k | -99% | 58.00 | 104.02 |
|
| Fair Isaac Corp Stock (FICO) | 0.0 | $6.0k | 3.00 | 1991.00 |
|
|
| Union Pac Corp Stock (UNP) | 0.0 | $5.9k | 26.00 | 228.04 |
|
|
| Brookfield Infrastructure Corp Com Sb Vtg Shs A Stock (BIPC) | 0.0 | $5.9k | NEW | 148.00 | 40.01 |
|
| Rtx Corporation Stock (RTX) | 0.0 | $5.9k | 51.00 | 115.73 |
|
|
| Tyler Technologies Stock (TYL) | 0.0 | $5.8k | 10.00 | 576.60 |
|
|
| Nasdaq Stock (NDAQ) | 0.0 | $5.7k | 74.00 | 77.31 |
|
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 0.0 | $5.7k | -18% | 35.00 | 161.77 |
|
| Exelon Corp Stock (EXC) | 0.0 | $5.6k | 150.00 | 37.64 |
|
|
| Eaton Corp Stock (ETN) | 0.0 | $5.6k | 17.00 | 331.88 |
|
|
| Chubb Stock (CB) | 0.0 | $5.5k | 20.00 | 276.30 |
|
|
| Abbott Labs Stock (ABT) | 0.0 | $5.4k | 48.00 | 113.10 |
|
|
| Gartner Stock (IT) | 0.0 | $5.3k | 11.00 | 484.45 |
|
|
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $5.3k | 25.00 | 212.40 |
|
|
| Anheuser Busch Inbev Sa Adr (BUD) | 0.0 | $5.0k | 100.00 | 50.07 |
|
|
| Msci Stock (MSCI) | 0.0 | $4.8k | 8.00 | 600.00 |
|
|
| Dominion Energy Stock (D) | 0.0 | $4.7k | 88.00 | 53.86 |
|
|
| Citigroup Stock (C) | 0.0 | $4.7k | 67.00 | 70.39 |
|
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $4.7k | 9.00 | 522.00 |
|
|
| Paypal Hldgs Stock (PYPL) | 0.0 | $4.7k | +450% | 55.00 | 85.35 |
|
| Dominos Pizza Stock (DPZ) | 0.0 | $4.6k | 11.00 | 419.73 |
|
|
| Illinois Tool Wks Stock (ITW) | 0.0 | $4.6k | 18.00 | 253.56 |
|
|
| Diageo Adr (DEO) | 0.0 | $4.5k | 35.00 | 127.14 |
|
|
| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $4.4k | -50% | 20.00 | 221.00 |
|
| Kla Corp Stock (KLAC) | 0.0 | $4.4k | 7.00 | 630.14 |
|
|
| Kenvue Stock (KVUE) | 0.0 | $4.4k | 204.00 | 21.35 |
|
|
| Qualcomm Stock (QCOM) | 0.0 | $4.3k | 28.00 | 153.61 |
|
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.0 | $4.3k | 6.00 | 712.33 |
|
|
| Pfizer Stock (PFE) | 0.0 | $4.3k | 161.00 | 26.53 |
|
|
| Arch Cap Group Ltd Ord Stock (ACGL) | 0.0 | $4.2k | 45.00 | 92.36 |
|
|
| Lennar Corp Cl A Stock (LEN) | 0.0 | $4.1k | 30.00 | 136.37 |
|
|
| Unitedhealth Group Stock (UNH) | 0.0 | $4.0k | 8.00 | 505.88 |
|
|
| Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 0.0 | $3.8k | 70.00 | 54.69 |
|
|
| Lululemon Athletica Stock (LULU) | 0.0 | $3.8k | 10.00 | 382.40 |
|
|
| Nxp Semiconductors N V Stock (NXPI) | 0.0 | $3.7k | 18.00 | 207.83 |
|
|
| Thermo Fisher Scientific Stock (TMO) | 0.0 | $3.6k | 7.00 | 520.29 |
|
|
| Honeywell Intl Stock (HON) | 0.0 | $3.6k | 16.00 | 225.88 |
|
|
| Sei Invts Stock (SEIC) | 0.0 | $3.5k | 43.00 | 82.49 |
|
|
| Sba Communications Corp New Cl A Reit (SBAC) | 0.0 | $3.5k | 17.00 | 203.82 |
|
|
| Liberty Media Corp Del Com Lbty One S C Stock (FWONK) | 0.0 | $3.4k | 37.00 | 92.65 |
|
|
| Veeva Sys Inc Cl A Stock (VEEV) | 0.0 | $3.4k | 16.00 | 210.25 |
|
|
| Factset Resh Sys Stock (FDS) | 0.0 | $3.4k | 7.00 | 480.29 |
|
|
| Elevance Health Stock (ELV) | 0.0 | $3.3k | 9.00 | 368.89 |
|
|
| Expeditors Intl Wash Stock (EXPD) | 0.0 | $3.2k | 29.00 | 110.76 |
|
|
| Ares Management Corporation Cl A Com Stk Stock (ARES) | 0.0 | $3.2k | 18.00 | 177.06 |
|
|
| Martin Marietta Matls Stock (MLM) | 0.0 | $3.1k | -76% | 6.00 | 516.50 |
|
| Block Inc Cl A Stock (XYZ) | 0.0 | $3.1k | 36.00 | 85.00 |
|
|
| Novartis Adr (NVS) | 0.0 | $2.9k | 30.00 | 97.30 |
|
|
| Illumina Stock (ILMN) | 0.0 | $2.8k | 21.00 | 133.62 |
|
|
| Cloudflare Inc Cl A Stock (NET) | 0.0 | $2.7k | NEW | 25.00 | 107.68 |
|
| Yum Brands Stock (YUM) | 0.0 | $2.7k | 20.00 | 134.15 |
|
|
| Workday Inc Cl A Stock (WDAY) | 0.0 | $2.6k | 10.00 | 258.00 |
|
|
| Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) | 0.0 | $2.5k | 47.00 | 54.19 |
|
|
| Hyatt Hotels Corp Com Cl A Stock (H) | 0.0 | $2.5k | 16.00 | 157.00 |
|
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $2.5k | 13.00 | 192.85 |
|
|
| Ccc Intelligent Solutions Hld Stock (CCCS) | 0.0 | $2.3k | 196.00 | 11.73 |
|
|
| Microchip Technology Stock (MCHP) | 0.0 | $2.3k | 40.00 | 57.35 |
|
|
| Verisign Stock (VRSN) | 0.0 | $2.3k | 11.00 | 207.00 |
|
|
| Waste Connections Stock (WCN) | 0.0 | $2.2k | 13.00 | 171.62 |
|
|
| Vail Resorts Stock (MTN) | 0.0 | $2.1k | 11.00 | 187.45 |
|
|
| Grayscale Bitcoin Mini Trust Etf Etf (BTC) | 0.0 | $2.0k | NEW | 47.00 | 41.87 |
|
| Moodys Corp Stock (MCO) | 0.0 | $1.9k | 4.00 | 473.25 |
|
|
| Digitalocean Hldgs Stock (DOCN) | 0.0 | $1.7k | NEW | 50.00 | 34.08 |
|
| Mercadolibre Stock (MELI) | 0.0 | $1.7k | NEW | 1.00 | 1700.00 |
|
| Deere & Co Stock (DE) | 0.0 | $1.7k | 4.00 | 423.75 |
|
|
| Vanguard Value Etf Etf (VTV) | 0.0 | $1.7k | 10.00 | 169.30 |
|
|
| Idexx Labs Stock (IDXX) | 0.0 | $1.7k | 4.00 | 413.50 |
|
|
| Upstart Hldgs Stock (UPST) | 0.0 | $1.5k | NEW | 25.00 | 61.56 |
|
| Wix Stock (WIX) | 0.0 | $1.5k | 7.00 | 214.57 |
|
|
| Ametek Stock (AME) | 0.0 | $1.4k | 8.00 | 180.25 |
|
|
| Ross Stores Stock (ROST) | 0.0 | $1.4k | 9.00 | 151.22 |
|
|
| Halliburton Stock (HAL) | 0.0 | $1.4k | 50.00 | 27.20 |
|
|
| Berkley W R Corp Stock (WRB) | 0.0 | $1.2k | 21.00 | 58.52 |
|
|
| Lumen Technologies Stock (LUMN) | 0.0 | $1.2k | +273% | 224.00 | 5.31 |
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg Stock (BEPC) | 0.0 | $1.2k | NEW | 42.00 | 27.67 |
|
| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $1.1k | 4.00 | 283.75 |
|
|
| Waters Corp Stock (WAT) | 0.0 | $1.1k | 3.00 | 371.00 |
|
|
| Yum China Hldgs Stock (YUMC) | 0.0 | $1.1k | 23.00 | 48.17 |
|
|
| Alibaba Group Hldg Adr (BABA) | 0.0 | $1.1k | -56% | 13.00 | 84.77 |
|
| Summit Matls Inc Cl A Stock | 0.0 | $1.1k | 21.00 | 50.62 |
|
|
| Sherwin Williams Stock (SHW) | 0.0 | $1.0k | -91% | 3.00 | 340.00 |
|
| Ansys Stock (ANSS) | 0.0 | $1.0k | 3.00 | 337.33 |
|
|
| Under Armour Inc Cl A Stock (UAA) | 0.0 | $993.996000 | 120.00 | 8.28 |
|
|
| Perimeter Solutions Stock (PRM) | 0.0 | $959.002500 | NEW | 75.00 | 12.79 |
|
| Spotify Technology S A Stock (SPOT) | 0.0 | $895.000000 | 2.00 | 447.50 |
|
|
| Under Armour Inc Cl C Stock (UA) | 0.0 | $894.996000 | 120.00 | 7.46 |
|
|
| Liberty Media Corp Del Com Lbty One S A Stock (FWONA) | 0.0 | $840.000000 | 10.00 | 84.00 |
|
|
| Zoom Communications Inc Cl A Stock (ZM) | 0.0 | $816.000000 | NEW | 10.00 | 81.60 |
|
| Docusign Stock (DOCU) | 0.0 | $809.000100 | NEW | 9.00 | 89.89 |
|
| Agilent Technologies Stock (A) | 0.0 | $805.999800 | 6.00 | 134.33 |
|
|
| United States Stl Corp Stock (X) | 0.0 | $782.000000 | -99% | 23.00 | 34.00 |
|
| Okta Inc Cl A Stock (OKTA) | 0.0 | $630.000000 | NEW | 8.00 | 78.75 |
|
| Veralto Corp Stock (VLTO) | 0.0 | $610.999800 | 6.00 | 101.83 |
|
|
| Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) | 0.0 | $567.000500 | 11.00 | 51.55 |
|
|
| Gold Fields Adr (GFI) | 0.0 | $528.000000 | 40.00 | 13.20 |
|
|
| Rumble Inc Com Cl A Stock (RUM) | 0.0 | $520.000000 | 40.00 | 13.00 |
|
|
| Moderna Stock (MRNA) | 0.0 | $498.999600 | NEW | 12.00 | 41.58 |
|
| Lemonade Stock (LMND) | 0.0 | $476.999900 | NEW | 13.00 | 36.69 |
|
| Lucid Group Stock (LCID) | 0.0 | $453.000000 | NEW | 150.00 | 3.02 |
|
| Solaredge Technologies Stock (SEDG) | 0.0 | $435.001600 | 32.00 | 13.59 |
|
|
| Wayfair Inc Cl A Stock (W) | 0.0 | $355.000000 | NEW | 8.00 | 44.38 |
|
| Graco Stock (GGG) | 0.0 | $337.000000 | 4.00 | 84.25 |
|
|
| Fulgent Genetics Stock (FLGT) | 0.0 | $331.999200 | NEW | 18.00 | 18.44 |
|
| Appian Corp Cl A Stock (APPN) | 0.0 | $330.000000 | NEW | 10.00 | 33.00 |
|
| Fiverr Intl Ltd Ord Stock (FVRR) | 0.0 | $317.000000 | NEW | 10.00 | 31.70 |
|
| Cadrenal Therapeutics Stock (CVKD) | 0.0 | $290.000000 | NEW | 20.00 | 14.50 |
|
| Tjx Cos Stock (TJX) | 0.0 | $242.000000 | 2.00 | 121.00 |
|
|
| Cognex Corp Stock (CGNX) | 0.0 | $214.999800 | 6.00 | 35.83 |
|
|
| Hershey Stock (HSY) | 0.0 | $169.000000 | 1.00 | 169.00 |
|
|
| Biomx Stock (PHGE) | 0.0 | $116.006400 | NEW | 159.00 | 0.73 |
|
| Nrx Pharmaceuticals Stock (NRXP) | 0.0 | $110.000000 | NEW | 50.00 | 2.20 |
|
| Intel Corp Stock (INTC) | 0.0 | $100.000000 | -98% | 5.00 | 20.00 |
|
| Carisma Therapeutics Stock (CARM) | 0.0 | $63.000000 | NEW | 150.00 | 0.42 |
|
| Grail Stock (GRAL) | 0.0 | $54.000000 | 3.00 | 18.00 |
|
|
| Fubotv Stock (FUBO) | 0.0 | $52.999800 | NEW | 42.00 | 1.26 |
|
| Sonnet Biotherapeutc Hldng Stock (SONN) | 0.0 | $47.001600 | NEW | 32.00 | 1.47 |
|
| Ncr Voyix Corporation Stock (VYX) | 0.0 | $28.000000 | 2.00 | 14.00 |
|
|
| Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) | 0.0 | $28.000000 | 1.00 | 28.00 |
|
|
| First Trust Water Etf Etf (FIW) | 0.0 | $0 | NEW | 0 | 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 Q4 filed Jan. 14, 2025
- 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