Carolina Wealth Advisors
Latest statistics and disclosures from Carolina Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHQ, BKAG, SCHP, BKLC, SPHY, and represent 28.70% of Carolina Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: MSCI, NFLX, LRCX, EXPE, APP, JNJ, LVS, BKLC, GILD, TPR.
- Started 62 new stock positions in OSIS, LRN, TER, PPG, EXPE, FEGE, WTFC, JNJ, AVUV, ENSG.
- Reduced shares in these 10 stocks: EQH, CLX, COR, STX, HWM, HAS, ANET, NVO, TAP, IPAR.
- Sold out of its positions in Chardan Healthcare Acqu- Ord, BN, CBRE, Cadrenal Therapeutics, CALM, CARM, HKND, INTC, AGG, USHY. KKR, NRXP, NKE, SHOP, SSTK, SONN, TTD, Unilever, VO, VV, VUG, SPOT.
- Carolina Wealth Advisors was a net seller of stock by $-543k.
- Carolina Wealth Advisors has $224M in assets under management (AUM), dropping by -3.10%.
- Central Index Key (CIK): 0001786411
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Portfolio Holdings for Carolina Wealth Advisors
Carolina Wealth Advisors holds 272 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Long-term U.s. Treasury Etf Etf (SCHQ) | 8.2 | $18M | 580k | 31.70 |
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| Bny Mellon Core Bond Etf Etf (BKAG) | 5.8 | $13M | 307k | 42.38 |
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| Schwab Us Tips Etf Etf (SCHP) | 5.7 | $13M | 480k | 26.49 |
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| Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC) | 4.6 | $10M | +3% | 80k | 130.80 |
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| State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY) | 4.4 | $9.9M | 418k | 23.67 |
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| Guess Stock | 4.1 | $9.1M | 544k | 16.75 |
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| Dell Technologies Inc Cl C Stock (DELL) | 3.9 | $8.8M | 70k | 125.88 |
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| Fastenal Stock (FAST) | 3.5 | $7.8M | -2% | 194k | 40.13 |
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| Dicks Sporting Goods Stock (DKS) | 3.1 | $7.1M | -2% | 36k | 197.97 |
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| RPC Stock (RES) | 3.0 | $6.8M | 1.3M | 5.44 |
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| Ford Mtr Stock (F) | 2.7 | $6.2M | -2% | 469k | 13.12 |
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| Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ) | 2.7 | $6.1M | 294k | 20.81 |
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| Infosys Adr (INFY) | 2.6 | $5.9M | 333k | 17.82 |
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| Mosaic Stock (MOS) | 2.6 | $5.7M | -2% | 239k | 24.09 |
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| Novo-nordisk A S Adr (NVO) | 2.6 | $5.7M | -3% | 113k | 50.88 |
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| Verizon Communications Stock (VZ) | 2.5 | $5.7M | -2% | 139k | 40.73 |
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| Employers Hldgs Stock (EIG) | 2.5 | $5.6M | 130k | 43.17 |
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| Amdocs Stock (DOX) | 2.5 | $5.5M | 68k | 80.51 |
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| City Hldg Stock (CHCO) | 2.3 | $5.3M | -2% | 44k | 119.20 |
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| Molson Coors Beverage Co Cl B Stock (TAP) | 1.9 | $4.2M | -4% | 90k | 46.68 |
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| Interparfums Stock (IPAR) | 1.7 | $3.7M | -5% | 44k | 84.83 |
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| Iridium Communications Stock (IRDM) | 1.5 | $3.4M | -4% | 196k | 17.38 |
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| Bloomin Brands Stock (BLMN) | 1.3 | $3.0M | -4% | 486k | 6.17 |
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| Fidelity Enhanced Small Cap Etf Etf (FESM) | 1.3 | $3.0M | 79k | 37.78 |
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| Schwab International Dividend Equity Etf Etf (SCHY) | 1.2 | $2.8M | 93k | 29.82 |
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| State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) | 1.2 | $2.6M | +3% | 34k | 77.68 |
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| Eli Lilly & Co Stock (LLY) | 0.8 | $1.9M | +6% | 1.7k | 1074.68 |
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| Cardinal Health Stock (CAH) | 0.8 | $1.8M | +2% | 9.0k | 205.50 |
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| Cencora Stock (COR) | 0.8 | $1.8M | -17% | 5.4k | 337.75 |
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| Apple Stock (AAPL) | 0.8 | $1.8M | 6.6k | 271.86 |
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| Hilton Worldwide Hldgs Stock (HLT) | 0.7 | $1.7M | +2% | 5.8k | 287.25 |
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| Autodesk Stock (ADSK) | 0.7 | $1.7M | +6% | 5.6k | 296.01 |
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| Booking Holdings Stock (BKNG) | 0.7 | $1.6M | 297.00 | 5355.33 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.6 | $1.5M | 2.5k | 570.88 |
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| Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) | 0.6 | $1.4M | -4% | 6.9k | 205.60 |
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| Nu Hldgs Ltd Ord Shs Cl A Stock (NU) | 0.6 | $1.4M | 84k | 16.74 |
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| Msci Stock (MSCI) | 0.6 | $1.3M | NEW | 2.3k | 573.73 |
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| Manhattan Associates Stock (MANH) | 0.6 | $1.3M | 7.3k | 173.31 |
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| Netflix Stock (NFLX) | 0.5 | $1.2M | +7185% | 13k | 93.76 |
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| Otis Worldwide Corp Stock (OTIS) | 0.5 | $1.1M | 13k | 87.35 |
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| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.5 | $1.1M | -8% | 38k | 28.48 |
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| Motorola Solutions Stock (MSI) | 0.5 | $1.1M | 2.8k | 383.32 |
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| Verisk Analytics Stock (VRSK) | 0.5 | $1.0M | 4.7k | 223.69 |
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| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.5 | $1.0M | -8% | 38k | 26.91 |
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| Bellring Brands Stock (BRBR) | 0.5 | $1.0M | 38k | 26.73 |
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| Lennox Intl Stock (LII) | 0.4 | $1.0M | 2.1k | 485.58 |
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| Godaddy Inc Cl A Stock (GDDY) | 0.4 | $997k | 8.0k | 124.08 |
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| Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.4 | $810k | -9% | 27k | 30.07 |
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| Schwab International Equity Etf Etf (SCHF) | 0.3 | $696k | -8% | 29k | 24.04 |
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| Vanguard Long-term Bond Etf Etf (BLV) | 0.3 | $692k | -6% | 10k | 69.52 |
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| Tapestry Stock (TPR) | 0.2 | $513k | +45% | 4.0k | 127.77 |
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| Merck & Co Stock (MRK) | 0.2 | $504k | +26% | 4.8k | 105.26 |
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| Markel Group Stock (MKL) | 0.2 | $494k | 230.00 | 2149.65 |
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| Nvidia Corporation Stock (NVDA) | 0.2 | $494k | +45% | 2.7k | 186.50 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.2 | $474k | +44% | 2.7k | 177.75 |
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| Cisco Sys Stock (CSCO) | 0.2 | $451k | +36% | 5.9k | 77.03 |
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| Gilead Sciences Stock (GILD) | 0.2 | $437k | +64% | 3.6k | 122.74 |
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| Tesla Stock (TSLA) | 0.2 | $418k | -9% | 930.00 | 449.72 |
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| Coca Cola Stock (KO) | 0.2 | $402k | +32% | 5.8k | 69.91 |
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| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.2 | $394k | 15k | 26.23 |
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| Lam Research Corp Stock (LRCX) | 0.2 | $393k | NEW | 2.3k | 171.18 |
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| Expedia Group Stock (EXPE) | 0.2 | $387k | NEW | 1.4k | 283.31 |
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| Applovin Corp Com Cl A Stock (APP) | 0.2 | $373k | NEW | 554.00 | 673.82 |
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| Johnson & Johnson Stock (JNJ) | 0.2 | $368k | NEW | 1.8k | 206.95 |
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| Altria Group Stock (MO) | 0.2 | $358k | +34% | 6.2k | 57.66 |
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| Philip Morris Intl Stock (PM) | 0.2 | $356k | +33% | 2.2k | 160.40 |
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| Amgen Stock (AMGN) | 0.2 | $353k | +32% | 1.1k | 327.31 |
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| Qualcomm Stock (QCOM) | 0.2 | $352k | +43% | 2.1k | 171.05 |
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| Las Vegas Sands Corp Stock (LVS) | 0.2 | $350k | NEW | 5.4k | 65.09 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $322k | -4% | 514.00 | 627.13 |
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| Home Depot Stock (HD) | 0.1 | $282k | +44% | 818.00 | 344.10 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $259k | -8% | 516.00 | 502.65 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.1 | $240k | 3.8k | 62.46 |
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| Schwab International Small-cap Equity Etf Etf (SCHC) | 0.1 | $240k | -8% | 5.3k | 45.53 |
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| Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.1 | $226k | -8% | 6.9k | 32.75 |
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| Aon Plc Shs Cl A Stock (AON) | 0.1 | $197k | 557.00 | 352.88 |
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| Walmart Stock (WMT) | 0.1 | $187k | -8% | 1.7k | 111.41 |
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| Amazon Stock (AMZN) | 0.1 | $179k | -8% | 777.00 | 230.82 |
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| Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB) | 0.1 | $160k | -7% | 3.2k | 50.45 |
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| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $146k | 1.2k | 120.96 |
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| Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) | 0.1 | $142k | 3.1k | 45.98 |
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| Abbvie Stock (ABBV) | 0.1 | $138k | -2% | 605.00 | 228.49 |
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| Pepsico Stock (PEP) | 0.1 | $127k | 886.00 | 143.52 |
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| Procter And Gamble Stock (PG) | 0.1 | $124k | 868.00 | 143.31 |
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| Vanguard Small-cap Etf Etf (VB) | 0.1 | $115k | NEW | 444.00 | 257.95 |
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| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.0 | $108k | NEW | 1.6k | 67.22 |
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| Microsoft Corp Stock (MSFT) | 0.0 | $95k | +7% | 197.00 | 483.62 |
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| Jpmorgan Active Growth Etf Etf (JGRO) | 0.0 | $90k | NEW | 974.00 | 92.80 |
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| Invesco Bulletshares 2033 Corporate Bond Etf Etf (BSCX) | 0.0 | $89k | -15% | 4.1k | 21.46 |
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| Southern Copper Corp Stock (SCCO) | 0.0 | $87k | 608.00 | 143.47 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $78k | 103.00 | 753.78 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $78k | 247.00 | 313.80 |
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| Avantis International Small Cap Value Etf Etf (AVDV) | 0.0 | $76k | NEW | 805.00 | 93.97 |
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| Us Foods Hldg Corp Stock (USFD) | 0.0 | $75k | 1.0k | 75.32 |
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| Public Svc Enterprise Grp Stock (PEG) | 0.0 | $72k | 900.00 | 80.30 |
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| Mcdonalds Corp Stock (MCD) | 0.0 | $69k | +446% | 224.00 | 305.63 |
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| Bristol-myers Squibb Stock (BMY) | 0.0 | $67k | 1.3k | 53.94 |
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| Millicom Intl Cellular S A Com Stk Stock (TIGO) | 0.0 | $67k | 1.2k | 55.44 |
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| Vanguard Mid-cap Value Etf Etf (VOE) | 0.0 | $67k | -3% | 375.00 | 177.37 |
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| Union Pac Corp Stock (UNP) | 0.0 | $66k | 287.00 | 231.32 |
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| Hasbro Stock (HAS) | 0.0 | $66k | -77% | 808.00 | 82.00 |
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| Targa Res Corp Stock (TRGP) | 0.0 | $64k | 347.00 | 184.50 |
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| Medtronic Stock (MDT) | 0.0 | $64k | 661.00 | 96.06 |
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| 3M Stock (MMM) | 0.0 | $62k | -19% | 388.00 | 160.10 |
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| Costco Whsl Corp Stock (COST) | 0.0 | $62k | 72.00 | 862.33 |
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| Colgate Palmolive Stock (CL) | 0.0 | $62k | 782.00 | 79.02 |
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| BP Adr (BP) | 0.0 | $60k | 1.7k | 34.73 |
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| Price T Rowe Group Stock (TROW) | 0.0 | $59k | +9% | 578.00 | 102.38 |
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| Xtrackers S&p 500 Scored & Screened Etf Etf (SNPE) | 0.0 | $59k | 941.00 | 62.45 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.0 | $59k | +16% | 187.00 | 313.00 |
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| International Business Machs Stock (IBM) | 0.0 | $58k | -42% | 197.00 | 296.21 |
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| Equitable Hldgs Stock (EQH) | 0.0 | $58k | -96% | 1.2k | 47.65 |
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| Schwab Charles Corp Stock (SCHW) | 0.0 | $56k | 565.00 | 99.91 |
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| Scotts Miracle-gro Co Cl A Stock (SMG) | 0.0 | $56k | 963.00 | 58.35 |
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| Lockheed Martin Corp Stock (LMT) | 0.0 | $55k | 113.00 | 483.67 |
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| Unilever Adr (UL) | 0.0 | $54k | NEW | 826.00 | 65.40 |
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| Best Buy Stock (BBY) | 0.0 | $54k | 803.00 | 66.93 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $52k | 1.7k | 29.89 |
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| Artisan Partners Asset Mgmt In Cl A Stock (APAM) | 0.0 | $52k | 1.3k | 40.74 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.0 | $51k | +6% | 158.00 | 322.22 |
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| Flexshares Stoxx Global Esg Select Index Fund Etf (ESGG) | 0.0 | $51k | 247.00 | 205.28 |
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| Block H & R Stock (HRB) | 0.0 | $50k | 1.2k | 43.58 |
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| Texas Instrs Stock (TXN) | 0.0 | $49k | 283.00 | 173.49 |
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| Illinois Tool Wks Stock (ITW) | 0.0 | $49k | 198.00 | 246.30 |
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| Nucor Corp Stock (NUE) | 0.0 | $47k | 289.00 | 163.11 |
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| HP Stock (HPQ) | 0.0 | $47k | 2.1k | 22.28 |
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| Darden Restaurants Stock (DRI) | 0.0 | $46k | 249.00 | 184.02 |
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| Blackstone Stock (BX) | 0.0 | $46k | 295.00 | 154.14 |
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| Paychex Stock (PAYX) | 0.0 | $45k | 400.00 | 112.18 |
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| Kimberly-clark Corp Stock (KMB) | 0.0 | $45k | 442.00 | 100.89 |
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| T. Rowe Price U.s. Equity Research Etf Etf (TSPA) | 0.0 | $44k | NEW | 1.0k | 42.78 |
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| Meta Platforms Inc Cl A Stock (META) | 0.0 | $42k | +6% | 64.00 | 660.09 |
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| Bath & Body Works Stock (BBWI) | 0.0 | $42k | 2.1k | 20.08 |
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| Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) | 0.0 | $41k | NEW | 647.00 | 64.04 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.0 | $36k | NEW | 290.00 | 123.26 |
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| Evergy Stock (EVRG) | 0.0 | $35k | 478.00 | 72.49 |
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| Clorox Co Del Stock (CLX) | 0.0 | $33k | -95% | 328.00 | 100.83 |
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| First Eagle Global Equity Etf Etf (FEGE) | 0.0 | $30k | NEW | 653.00 | 46.03 |
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| Ishares National Muni Bond Etf Etf (MUB) | 0.0 | $28k | NEW | 265.00 | 107.11 |
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| Prudential Finl Stock (PRU) | 0.0 | $27k | 235.00 | 112.88 |
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| Trump Media & Technology Group Wt Exp 032529 Stock (DJTWW) | 0.0 | $27k | 3.8k | 7.01 |
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| Visa Inc Com Cl A Stock (V) | 0.0 | $26k | +5% | 75.00 | 350.71 |
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| Waste Mgmt Inc Del Stock (WM) | 0.0 | $25k | 115.00 | 219.71 |
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| Invesco S&p Global Water Index Etf Etf (CGW) | 0.0 | $25k | 395.00 | 63.01 |
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| Rtx Corporation Stock (RTX) | 0.0 | $24k | 131.00 | 183.40 |
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| Vanguard Value Etf Etf (VTV) | 0.0 | $24k | +78% | 123.00 | 190.99 |
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| Ishares Global Clean Energy Etf Etf (ICLN) | 0.0 | $23k | 1.4k | 16.43 |
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| Target Corp Stock (TGT) | 0.0 | $22k | 225.00 | 97.75 |
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| Avantis U.s. Small Cap Value Etf Etf (AVUV) | 0.0 | $22k | NEW | 211.00 | 101.98 |
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| Ishares Esg Select Screened S&p 500 Etf Etf (XVV) | 0.0 | $21k | NEW | 403.00 | 52.70 |
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| Hologic Stock (HOLX) | 0.0 | $21k | 285.00 | 74.49 |
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| Conagra Brands Stock (CAG) | 0.0 | $20k | -7% | 1.1k | 17.31 |
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| Bwx Technologies Stock (BWXT) | 0.0 | $19k | 112.00 | 172.84 |
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| Lowes Cos Stock (LOW) | 0.0 | $19k | 80.00 | 241.16 |
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| Advanced Micro Devices Stock (AMD) | 0.0 | $19k | 90.00 | 214.16 |
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| Trueshares Technology, Ai & Deep Learning Etf Etf (LRNZ) | 0.0 | $19k | 399.00 | 47.66 |
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| American Express Stock (AXP) | 0.0 | $18k | +9% | 48.00 | 369.96 |
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| Wisdomtree Cloud Computing Fund Etf (WCLD) | 0.0 | $18k | +3% | 506.00 | 35.01 |
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| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.0 | $17k | +9% | 565.00 | 29.61 |
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| Truist Finl Corp Stock (TFC) | 0.0 | $16k | NEW | 333.00 | 49.21 |
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| Grayscale Bitcoin Trust Etf Etf (GBTC) | 0.0 | $16k | 235.00 | 68.36 |
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| Heico Corp New Cl A Stock (HEI.A) | 0.0 | $15k | 61.00 | 252.43 |
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| Starbucks Corp Stock (SBUX) | 0.0 | $15k | -77% | 182.00 | 84.21 |
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| Cummins Stock (CMI) | 0.0 | $15k | 30.00 | 510.47 |
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| Vanguard Real Estate Etf Etf (VNQ) | 0.0 | $14k | NEW | 162.00 | 88.49 |
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| Progressive Corp Stock (PGR) | 0.0 | $14k | 61.00 | 227.72 |
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| General Dynamics Corp Stock (GD) | 0.0 | $14k | 40.00 | 336.65 |
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| Morgan Stanley Stock (MS) | 0.0 | $13k | +25% | 73.00 | 177.53 |
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| Oreilly Automotive Stock (ORLY) | 0.0 | $12k | 135.00 | 91.21 |
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| Mckesson Corp Stock (MCK) | 0.0 | $12k | 15.00 | 820.27 |
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| Unitedhealth Group Stock (UNH) | 0.0 | $12k | 36.00 | 330.11 |
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| Northrop Grumman Corp Stock (NOC) | 0.0 | $11k | 20.00 | 570.20 |
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| Kla Corp Stock (KLAC) | 0.0 | $11k | +28% | 9.00 | 1215.11 |
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| Howmet Aerospace Stock (HWM) | 0.0 | $11k | -96% | 52.00 | 205.02 |
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| Transdigm Group Stock (TDG) | 0.0 | $11k | 8.00 | 1329.88 |
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| Constellation Energy Corp Stock (CEG) | 0.0 | $11k | 30.00 | 353.27 |
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| Wells Fargo Stock (WFC) | 0.0 | $11k | 113.00 | 93.20 |
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| Arista Networks Stock (ANET) | 0.0 | $9.4k | -95% | 72.00 | 131.03 |
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| Monster Beverage Corp Stock (MNST) | 0.0 | $9.4k | 122.00 | 76.67 |
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| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $9.1k | -97% | 33.00 | 275.39 |
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| Vulcan Matls Stock (VMC) | 0.0 | $8.3k | 29.00 | 285.21 |
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| Coherent Corp Stock (COHR) | 0.0 | $8.1k | NEW | 44.00 | 184.57 |
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| Oracle Corp Stock (ORCL) | 0.0 | $7.8k | -68% | 40.00 | 194.90 |
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| Copart Stock (CPRT) | 0.0 | $7.8k | 198.00 | 39.15 |
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| Iqvia Hldgs Stock (IQV) | 0.0 | $7.4k | 33.00 | 225.42 |
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| The Cigna Group Stock (CI) | 0.0 | $7.4k | 27.00 | 275.22 |
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| Nasdaq Stock (NDAQ) | 0.0 | $7.2k | 74.00 | 97.14 |
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| Southern Stock (SO) | 0.0 | $7.1k | 81.00 | 87.20 |
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| Draftkings Inc New Com Cl A Stock (DKNG) | 0.0 | $6.9k | 200.00 | 34.46 |
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| Live Nation Entertainment Stock (LYV) | 0.0 | $6.8k | 48.00 | 142.50 |
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| Brown & Brown Stock (BRO) | 0.0 | $6.7k | 84.00 | 79.70 |
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| Teradyne Stock (TER) | 0.0 | $6.6k | NEW | 34.00 | 193.56 |
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| Exelon Corp Stock (EXC) | 0.0 | $6.5k | 150.00 | 43.59 |
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| Anheuser Busch Inbev Sa Adr (BUD) | 0.0 | $6.4k | 100.00 | 64.04 |
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| Super Micro Computer Stock (SMCI) | 0.0 | $5.9k | 200.00 | 29.27 |
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| Roper Technologies Stock (ROP) | 0.0 | $5.8k | 13.00 | 445.15 |
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| Sonoco Prods Stock (SON) | 0.0 | $5.6k | NEW | 128.00 | 43.64 |
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| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.0 | $5.5k | 336.00 | 16.49 |
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| Eaton Corp Stock (ETN) | 0.0 | $5.4k | 17.00 | 318.53 |
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| Edison Intl Stock (EIX) | 0.0 | $5.3k | NEW | 89.00 | 60.02 |
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| Prosperity Bancshares Stock (PB) | 0.0 | $5.2k | NEW | 75.00 | 69.11 |
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| Ppg Inds Stock (PPG) | 0.0 | $5.1k | NEW | 50.00 | 102.46 |
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| Bank Ozk Little Rock Ark Stock (OZK) | 0.0 | $5.1k | NEW | 110.00 | 46.02 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $5.0k | 50.00 | 99.20 |
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| Nnn Reit Reit (NNN) | 0.0 | $4.8k | NEW | 120.00 | 39.63 |
|
| Duke Energy Corp Stock (DUK) | 0.0 | $4.7k | 40.00 | 117.20 |
|
|
| Axcelis Technologies Stock (ACLS) | 0.0 | $4.6k | NEW | 57.00 | 80.33 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $4.5k | 10.00 | 453.40 |
|
|
| Broadcom Stock (AVGO) | 0.0 | $4.5k | +18% | 13.00 | 346.08 |
|
| Flowers Foods Stock (FLO) | 0.0 | $4.4k | NEW | 400.00 | 10.88 |
|
| Dominion Energy Stock (D) | 0.0 | $4.1k | 70.00 | 58.59 |
|
|
| State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 0.0 | $4.1k | 70.00 | 57.91 |
|
|
| Bjs Whsl Club Hldgs Stock (BJ) | 0.0 | $3.8k | 42.00 | 90.02 |
|
|
| Elevance Health Inc Formerly A Stock (ELV) | 0.0 | $3.2k | 9.00 | 350.56 |
|
|
| Emcor Group Stock (EME) | 0.0 | $3.1k | NEW | 5.00 | 611.80 |
|
| Fox Corp Cl A Stock (FOXA) | 0.0 | $2.9k | NEW | 40.00 | 73.08 |
|
| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $2.8k | 20.00 | 137.95 |
|
|
| Curtiss Wright Corp Stock (CW) | 0.0 | $2.8k | NEW | 5.00 | 551.20 |
|
| Assurant Stock (AIZ) | 0.0 | $2.6k | NEW | 11.00 | 240.82 |
|
| Ensign Group Stock (ENSG) | 0.0 | $2.6k | NEW | 15.00 | 174.20 |
|
| Cboe Global Mkts Stock (CBOE) | 0.0 | $2.5k | NEW | 10.00 | 251.00 |
|
| Sterling Infrastructure Stock (STRL) | 0.0 | $2.5k | NEW | 8.00 | 306.25 |
|
| Fortuna Mng Corp Stock (FSM) | 0.0 | $2.4k | 245.00 | 9.81 |
|
|
| Universal Hlth Svcs Inc Cl B Stock (UHS) | 0.0 | $2.4k | NEW | 11.00 | 218.00 |
|
| Wintrust Finl Corp Stock (WTFC) | 0.0 | $2.4k | NEW | 17.00 | 139.82 |
|
| Paypal Hldgs Stock (PYPL) | 0.0 | $2.3k | NEW | 40.00 | 58.38 |
|
| Disney Walt Stock (DIS) | 0.0 | $2.2k | -94% | 19.00 | 113.79 |
|
| Caci Intl Inc Cl A Stock (CACI) | 0.0 | $2.1k | NEW | 4.00 | 532.75 |
|
| Ralph Lauren Corp Cl A Stock (RL) | 0.0 | $2.1k | NEW | 6.00 | 353.67 |
|
| Newmont Corp Stock (NEM) | 0.0 | $2.1k | NEW | 21.00 | 99.86 |
|
| Lululemon Athletica Stock (LULU) | 0.0 | $2.1k | 10.00 | 207.80 |
|
|
| Osi Systems Stock (OSIS) | 0.0 | $2.0k | NEW | 8.00 | 255.00 |
|
| Williams Cos Stock (WMB) | 0.0 | $1.9k | NEW | 32.00 | 60.12 |
|
| Grayscale Bitcoin Mini Trust Etf Etf (BTC) | 0.0 | $1.8k | 47.00 | 38.72 |
|
|
| Acuity Stock (AYI) | 0.0 | $1.8k | NEW | 5.00 | 360.00 |
|
| Docusign Stock (DOCU) | 0.0 | $1.8k | NEW | 26.00 | 68.38 |
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $1.8k | NEW | 2.00 | 879.00 |
|
| Adobe Stock (ADBE) | 0.0 | $1.8k | NEW | 5.00 | 350.00 |
|
| Gold Fields Adr (GFI) | 0.0 | $1.7k | 40.00 | 43.65 |
|
|
| Jpmorgan Limited Duration Bond Etf Etf (JPLD) | 0.0 | $1.7k | NEW | 33.00 | 52.33 |
|
| Atmos Energy Corp Stock (ATO) | 0.0 | $1.7k | NEW | 10.00 | 167.60 |
|
| National Fuel Gas Stock (NFG) | 0.0 | $1.6k | NEW | 20.00 | 80.05 |
|
| Brixmor Ppty Group Reit (BRX) | 0.0 | $1.5k | NEW | 59.00 | 26.22 |
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.0 | $1.5k | 10.00 | 148.70 |
|
|
| Halliburton Stock (HAL) | 0.0 | $1.4k | 50.00 | 28.26 |
|
|
| Sei Invts Stock (SEIC) | 0.0 | $1.4k | NEW | 17.00 | 82.00 |
|
| Carmax Stock (KMX) | 0.0 | $1.3k | 33.00 | 38.64 |
|
|
| T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF) | 0.0 | $1.2k | NEW | 31.00 | 38.23 |
|
| Qualys Stock (QLYS) | 0.0 | $1.1k | NEW | 8.00 | 132.88 |
|
| Uber Technologies Stock (UBER) | 0.0 | $1.1k | NEW | 13.00 | 81.69 |
|
| Dorman Prods Stock (DORM) | 0.0 | $986.000000 | NEW | 8.00 | 123.25 |
|
| Solaredge Technologies Stock (SEDG) | 0.0 | $923.001600 | 32.00 | 28.84 |
|
|
| Micron Technology Stock (MU) | 0.0 | $855.999900 | 3.00 | 285.33 |
|
|
| Antero Midstream Corp Stock (AM) | 0.0 | $835.998400 | NEW | 47.00 | 17.79 |
|
| Stride Stock (LRN) | 0.0 | $779.000400 | NEW | 12.00 | 64.92 |
|
| Under Armour Inc Cl A Stock (UAA) | 0.0 | $596.004000 | 120.00 | 4.97 |
|
|
| Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) | 0.0 | $593.000100 | 11.00 | 53.91 |
|
|
| Under Armour Inc Cl C Stock (UA) | 0.0 | $576.000000 | 120.00 | 4.80 |
|
|
| Dt Midstream Stock (DTM) | 0.0 | $359.000100 | NEW | 3.00 | 119.67 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $335.000000 | 1.00 | 335.00 |
|
|
| Tjx Cos Stock (TJX) | 0.0 | $307.000000 | 2.00 | 153.50 |
|
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.0 | $253.000000 | 1.00 | 253.00 |
|
|
| Rumble Inc Com Cl A Stock (RUM) | 0.0 | $253.000000 | 40.00 | 6.33 |
|
|
| Hershey Stock (HSY) | 0.0 | $182.000000 | 1.00 | 182.00 |
|
|
| Upstart Hldgs Stock (UPST) | 0.0 | $175.000000 | 4.00 | 43.75 |
|
|
| Ceva Stock (CEVA) | 0.0 | $172.000000 | 8.00 | 21.50 |
|
|
| Pfizer Stock (PFE) | 0.0 | $125.000000 | NEW | 5.00 | 25.00 |
|
| Fubotv Inc Class A Stock (FUBO) | 0.0 | $105.999600 | 42.00 | 2.52 |
|
|
| General Mls Stock (GIS) | 0.0 | $47.000000 | 1.00 | 47.00 |
|
|
| Paysafe Stock (PSFE) | 0.0 | $24.000000 | 3.00 | 8.00 |
|
|
| Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) | 0.0 | $19.000000 | 1.00 | 19.00 |
|
|
| Jet Ai Stock (JTAI) | 0.0 | $1.000000 | 1.00 | 1.00 |
|
Past Filings by Carolina Wealth Advisors
SEC 13F filings are viewable for Carolina Wealth Advisors going back to 2019
- Carolina Wealth Advisors 2025 Q4 filed Jan. 21, 2026
- Carolina Wealth Advisors 2025 Q3 filed Oct. 7, 2025
- Carolina Wealth Advisors 2025 Q2 filed July 22, 2025
- Carolina Wealth Advisors 2025 Q1 filed April 24, 2025
- 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