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, DELL, SPHY, and represent 28.28% of Carolina Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHQ (+$18M), BKAG (+$13M), BKLC (+$9.8M), SPHY (+$9.6M), RES (+$6.0M), BSCZ (+$5.9M), NVO (+$5.7M), IPAR, IRDM, FESM.
- Started 38 new stock positions in ET, MDT, QQQM, ANET, BMY, VO, MU, BBY, APAM, SMG.
- Reduced shares in these 10 stocks: BLV (-$24M), ABBV (-$8.9M), SCHP (-$7.2M), IGLB (-$6.4M), BSCX (-$5.7M), SCHX, SCHA, SCHM, SCHF, CAG.
- Sold out of its positions in ABT, BABA, ADI, ANSS, ARES, AZO, WRB, BRY, C, COP.
- Carolina Wealth Advisors was a net buyer of stock by $21M.
- Carolina Wealth Advisors has $232M in assets under management (AUM), dropping by 14.23%.
- Central Index Key (CIK): 0001786411
Tip: Access up to 7 years of quarterly data
Positions held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Carolina Wealth Advisors
Carolina Wealth Advisors holds 232 positions in its portfolio as reported in the September 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 | $19M | +1885% | 586k | 32.31 |
|
| Bny Mellon Core Bond Etf Etf (BKAG) | 5.7 | $13M | +1870% | 310k | 42.60 |
|
| Schwab Us Tips Etf Etf (SCHP) | 5.7 | $13M | -35% | 486k | 26.95 |
|
| Dell Technologies Inc Cl C Stock (DELL) | 4.4 | $10M | 72k | 141.77 |
|
|
| Spdr Portfolio High Yield Bond Etf Etf (SPHY) | 4.4 | $10M | +1867% | 421k | 23.94 |
|
| Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC) | 4.3 | $9.9M | +8533% | 77k | 128.38 |
|
| Fastenal Stock (FAST) | 4.2 | $9.7M | 198k | 49.04 |
|
|
| Guess Stock (GES) | 4.0 | $9.3M | -2% | 555k | 16.71 |
|
| Mosaic Stock (MOS) | 3.6 | $8.4M | 244k | 34.68 |
|
|
| Dicks Sporting Goods Stock (DKS) | 3.5 | $8.1M | -2% | 36k | 222.22 |
|
| Novo-nordisk A S Adr (NVO) | 2.8 | $6.5M | +715% | 117k | 55.49 |
|
| Verizon Communications Stock (VZ) | 2.7 | $6.2M | 142k | 43.95 |
|
|
| Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ) | 2.7 | $6.2M | +1858% | 297k | 20.80 |
|
| RPC Stock (RES) | 2.6 | $6.1M | +7851% | 1.3M | 4.76 |
|
| Ford Mtr Stock (F) | 2.5 | $5.7M | -2% | 479k | 11.96 |
|
| Amdocs Stock (DOX) | 2.5 | $5.7M | -3% | 70k | 82.05 |
|
| Employers Hldgs Stock (EIG) | 2.4 | $5.6M | +80% | 132k | 42.48 |
|
| City Hldg Stock (CHCO) | 2.4 | $5.6M | -2% | 45k | 123.87 |
|
| Infosys Adr (INFY) | 2.4 | $5.5M | +50% | 339k | 16.27 |
|
| Interparfums Stock (IPAR) | 2.0 | $4.6M | +7956% | 46k | 98.38 |
|
| Molson Coors Beverage Co Cl B Stock (TAP) | 1.9 | $4.3M | -2% | 95k | 45.25 |
|
| Bloomin Brands Stock (BLMN) | 1.6 | $3.7M | -5% | 511k | 7.17 |
|
| Iridium Communications Stock (IRDM) | 1.6 | $3.6M | +8072% | 206k | 17.46 |
|
| Fidelity Enhanced Small Cap Etf Etf (FESM) | 1.3 | $2.9M | +8120% | 79k | 36.56 |
|
| Schwab International Dividend Equity Etf Etf (SCHY) | 1.1 | $2.6M | +8318% | 91k | 27.94 |
|
| Consumer Staples Select Sector Spdr Fund Etf (XLP) | 1.1 | $2.5M | +8636% | 32k | 78.37 |
|
| Cencora Stock (COR) | 0.9 | $2.1M | +27% | 6.6k | 312.53 |
|
| Equitable Hldgs Stock (EQH) | 0.7 | $1.7M | +28% | 34k | 50.78 |
|
| Autodesk Stock (ADSK) | 0.7 | $1.7M | +19% | 5.3k | 317.67 |
|
| Apple Stock (AAPL) | 0.7 | $1.7M | +10% | 6.5k | 254.63 |
|
| Booking Holdings Stock (BKNG) | 0.7 | $1.6M | +50% | 295.00 | 5399.27 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.6 | $1.5M | +14% | 5.7k | 259.44 |
|
| Manhattan Associates Stock (MANH) | 0.6 | $1.5M | +14% | 7.2k | 204.98 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.6 | $1.4M | +15% | 2.5k | 568.81 |
|
| Cardinal Health Stock (CAH) | 0.6 | $1.4M | 8.8k | 156.96 |
|
|
| Bellring Brands Stock (BRBR) | 0.6 | $1.4M | +136% | 38k | 36.35 |
|
| Nu Hldgs Ltd Ord Shs Cl A Stock (NU) | 0.6 | $1.3M | +11% | 83k | 16.01 |
|
| Motorola Solutions Stock (MSI) | 0.5 | $1.3M | +12% | 2.8k | 457.29 |
|
| Eli Lilly & Co Stock (LLY) | 0.5 | $1.2M | +23% | 1.6k | 763.00 |
|
| Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) | 0.5 | $1.2M | +18% | 7.3k | 165.45 |
|
| Otis Worldwide Corp Stock (OTIS) | 0.5 | $1.2M | +11% | 13k | 91.43 |
|
| Verisk Analytics Stock (VRSK) | 0.5 | $1.2M | +12% | 4.7k | 251.51 |
|
| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.5 | $1.2M | -78% | 42k | 27.90 |
|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.5 | $1.1M | -79% | 42k | 26.34 |
|
| Godaddy Inc Cl A Stock (GDDY) | 0.5 | $1.1M | +11% | 8.0k | 136.83 |
|
| Lennox Intl Stock (LII) | 0.5 | $1.1M | +13% | 2.1k | 529.36 |
|
| Clorox Co Del Stock (CLX) | 0.4 | $934k | +11% | 7.6k | 123.30 |
|
| Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.4 | $883k | -79% | 30k | 29.64 |
|
| Vanguard Long-term Bond Etf Etf (BLV) | 0.3 | $755k | -96% | 11k | 70.85 |
|
| Schwab International Equity Etf Etf (SCHF) | 0.3 | $737k | -79% | 32k | 23.28 |
|
| Tesla Stock (TSLA) | 0.2 | $455k | -6% | 1.0k | 444.72 |
|
| Markel Group Stock (MKL) | 0.2 | $440k | 230.00 | 1911.36 |
|
|
| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.2 | $386k | +12% | 15k | 25.71 |
|
| Nvidia Corporation Stock (NVDA) | 0.1 | $340k | +93% | 1.8k | 186.58 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $336k | +124% | 1.8k | 182.42 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $331k | +5% | 541.00 | 612.38 |
|
| Merck & Co Stock (MRK) | 0.1 | $318k | +113% | 3.8k | 83.93 |
|
| Tapestry Stock (TPR) | 0.1 | $313k | +129% | 2.8k | 113.22 |
|
| Altria Group Stock (MO) | 0.1 | $306k | +161% | 4.6k | 66.06 |
|
| Cisco Sys Stock (CSCO) | 0.1 | $293k | +187% | 4.3k | 68.42 |
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.1 | $289k | +21% | 1.2k | 236.06 |
|
| Coca Cola Stock (KO) | 0.1 | $288k | +161% | 4.3k | 66.32 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $284k | -27% | 565.00 | 502.74 |
|
| Hasbro Stock (HAS) | 0.1 | $277k | NEW | 3.7k | 75.85 |
|
| Philip Morris Intl Stock (PM) | 0.1 | $270k | +204% | 1.7k | 162.20 |
|
| Schwab International Small-cap Equity Etf Etf (SCHC) | 0.1 | $262k | -79% | 5.8k | 45.51 |
|
| Howmet Aerospace Stock (HWM) | 0.1 | $260k | +133% | 1.3k | 196.23 |
|
| Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.1 | $252k | -79% | 7.6k | 33.37 |
|
| Arista Networks Stock (ANET) | 0.1 | $248k | NEW | 1.7k | 145.71 |
|
| Gilead Sciences Stock (GILD) | 0.1 | $241k | +121% | 2.2k | 111.00 |
|
| Qualcomm Stock (QCOM) | 0.1 | $238k | +140% | 1.4k | 166.36 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.1 | $233k | -42% | 3.9k | 59.91 |
|
| Amgen Stock (AMGN) | 0.1 | $230k | +209% | 816.00 | 282.20 |
|
| Home Depot Stock (HD) | 0.1 | $230k | +142% | 568.00 | 405.19 |
|
| Netflix Stock (NFLX) | 0.1 | $209k | +79% | 174.00 | 1198.92 |
|
| Aon Plc Shs Cl A Stock (AON) | 0.1 | $199k | 557.00 | 356.58 |
|
|
| Walmart Stock (WMT) | 0.1 | $189k | -17% | 1.8k | 103.06 |
|
| Amazon Stock (AMZN) | 0.1 | $186k | -19% | 846.00 | 219.57 |
|
| Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB) | 0.1 | $176k | -97% | 3.4k | 51.54 |
|
| Abbvie Stock (ABBV) | 0.1 | $144k | -98% | 620.00 | 231.54 |
|
| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $143k | -15% | 1.2k | 118.44 |
|
| Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) | 0.1 | $139k | -7% | 3.1k | 45.08 |
|
| Procter And Gamble Stock (PG) | 0.1 | $132k | +67% | 858.00 | 153.65 |
|
| Pepsico Stock (PEP) | 0.1 | $124k | +81% | 882.00 | 140.44 |
|
| Invesco Bulletshares 2033 Corporate Bond Etf Etf (BSCX) | 0.0 | $106k | -98% | 4.9k | 21.47 |
|
| International Business Machs Stock (IBM) | 0.0 | $97k | +131% | 343.00 | 282.16 |
|
| Microsoft Corp Stock (MSFT) | 0.0 | $95k | 183.00 | 517.95 |
|
|
| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $77k | -8% | 103.00 | 746.63 |
|
| Us Foods Hldg Corp Stock (USFD) | 0.0 | $77k | 1.0k | 76.62 |
|
|
| Public Svc Enterprise Grp Stock (PEG) | 0.0 | $75k | 900.00 | 83.46 |
|
|
| 3M Stock (MMM) | 0.0 | $75k | 484.00 | 155.18 |
|
|
| Southern Copper Corp Stock (SCCO) | 0.0 | $73k | NEW | 602.00 | 121.36 |
|
| Starbucks Corp Stock (SBUX) | 0.0 | $69k | +252% | 810.00 | 84.60 |
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 0.0 | $68k | 390.00 | 174.58 |
|
|
| Union Pac Corp Stock (UNP) | 0.0 | $68k | +302% | 286.00 | 236.37 |
|
| Costco Whsl Corp Stock (COST) | 0.0 | $67k | -40% | 72.00 | 925.62 |
|
| Medtronic Stock (MDT) | 0.0 | $63k | NEW | 658.00 | 95.24 |
|
| Colgate Palmolive Stock (CL) | 0.0 | $62k | +951% | 778.00 | 79.94 |
|
| Best Buy Stock (BBY) | 0.0 | $60k | NEW | 799.00 | 75.62 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $60k | 247.00 | 243.55 |
|
|
| Millicom Intl Cellular S A Com Stk Stock (TIGO) | 0.0 | $59k | NEW | 1.2k | 48.54 |
|
| BP Adr (BP) | 0.0 | $59k | NEW | 1.7k | 34.46 |
|
| Targa Res Corp Stock (TRGP) | 0.0 | $58k | NEW | 345.00 | 167.54 |
|
| Block H & R Stock (HRB) | 0.0 | $57k | NEW | 1.1k | 50.57 |
|
| Xtrackers S&p 500 Scored & Screened Etf Etf (SNPE) | 0.0 | $57k | -8% | 941.00 | 60.03 |
|
| HP Stock (HPQ) | 0.0 | $57k | NEW | 2.1k | 27.23 |
|
| Lockheed Martin Corp Stock (LMT) | 0.0 | $56k | +465% | 113.00 | 499.21 |
|
| Bristol-myers Squibb Stock (BMY) | 0.0 | $56k | NEW | 1.2k | 45.10 |
|
| Unilever Adr (UL) | 0.0 | $56k | NEW | 936.00 | 59.28 |
|
| Artisan Partners Asset Mgmt In Cl A Stock (APAM) | 0.0 | $55k | NEW | 1.3k | 43.40 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $55k | NEW | 1.8k | 31.42 |
|
| Scotts Miracle-gro Co Cl A Stock (SMG) | 0.0 | $55k | NEW | 968.00 | 56.95 |
|
| Kimberly-clark Corp Stock (KMB) | 0.0 | $55k | NEW | 441.00 | 124.34 |
|
| Price T Rowe Group Stock (TROW) | 0.0 | $54k | NEW | 530.00 | 102.64 |
|
| Bath & Body Works Stock (BBWI) | 0.0 | $54k | NEW | 2.1k | 25.76 |
|
| Schwab Charles Corp Stock (SCHW) | 0.0 | $54k | 565.00 | 95.47 |
|
|
| Illinois Tool Wks Stock (ITW) | 0.0 | $52k | +1000% | 198.00 | 260.76 |
|
| Texas Instrs Stock (TXN) | 0.0 | $51k | +700% | 280.00 | 183.73 |
|
| Blackstone Stock (BX) | 0.0 | $50k | NEW | 294.00 | 170.85 |
|
| Paychex Stock (PAYX) | 0.0 | $50k | NEW | 394.00 | 126.76 |
|
| Flexshares Stoxx Global Esg Select Index Fund Etf (ESGG) | 0.0 | $49k | -12% | 247.00 | 197.41 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.0 | $47k | 149.00 | 315.43 |
|
|
| Darden Restaurants Stock (DRI) | 0.0 | $47k | +4000% | 246.00 | 190.36 |
|
| Cal Maine Foods Stock (CALM) | 0.0 | $47k | NEW | 497.00 | 94.10 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.0 | $44k | 60.00 | 734.38 |
|
|
| Nucor Corp Stock (NUE) | 0.0 | $39k | 289.00 | 135.43 |
|
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.0 | $39k | 160.00 | 243.10 |
|
|
| Disney Walt Stock (DIS) | 0.0 | $38k | 328.00 | 114.56 |
|
|
| Evergy Stock (EVRG) | 0.0 | $36k | 478.00 | 76.02 |
|
|
| Oracle Corp Stock (ORCL) | 0.0 | $36k | 127.00 | 281.24 |
|
|
| Trump Media & Technology Group Wt Exp 032529 Stock (DJTWW) | 0.0 | $31k | 3.8k | 8.08 |
|
|
| Humankind Us Stock Etf Etf (HKND) | 0.0 | $26k | -12% | 758.00 | 34.62 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $25k | 115.00 | 220.83 |
|
|
| Invesco S&p Global Water Index Etf Etf (CGW) | 0.0 | $25k | -8% | 395.00 | 64.24 |
|
| Prudential Finl Stock (PRU) | 0.0 | $24k | 235.00 | 103.74 |
|
|
| Visa Inc Com Cl A Stock (V) | 0.0 | $24k | 71.00 | 341.38 |
|
|
| Conagra Brands Stock (CAG) | 0.0 | $22k | -99% | 1.2k | 18.31 |
|
| Rtx Corporation Stock (RTX) | 0.0 | $22k | 131.00 | 167.33 |
|
|
| Ishares Global Clean Energy Etf Etf (ICLN) | 0.0 | $22k | -15% | 1.4k | 15.48 |
|
| Grayscale Bitcoin Trust Etf Etf (GBTC) | 0.0 | $21k | 235.00 | 89.77 |
|
|
| Bwx Technologies Stock (BWXT) | 0.0 | $21k | +80% | 112.00 | 184.37 |
|
| Target Corp Stock (TGT) | 0.0 | $20k | -53% | 227.00 | 89.70 |
|
| Lowes Cos Stock (LOW) | 0.0 | $20k | -51% | 80.00 | 251.31 |
|
| Hologic Stock (HOLX) | 0.0 | $19k | 285.00 | 67.49 |
|
|
| Trueshares Technology, Ai & Deep Learning Etf Etf (LRNZ) | 0.0 | $18k | -7% | 399.00 | 45.51 |
|
| Vanguard Growth Etf Etf (VUG) | 0.0 | $18k | NEW | 37.00 | 479.62 |
|
| Kkr & Co Stock (KKR) | 0.0 | $17k | 134.00 | 129.95 |
|
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.0 | $17k | NEW | 172.00 | 100.25 |
|
| Wisdomtree Cloud Computing Fund Etf (WCLD) | 0.0 | $17k | +10% | 487.00 | 35.17 |
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $17k | 240.00 | 69.73 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.0 | $16k | 237.00 | 68.58 |
|
|
| Heico Corp New Cl A Stock (HEI.A) | 0.0 | $16k | 61.00 | 254.08 |
|
|
| Progressive Corp Stock (PGR) | 0.0 | $15k | -83% | 61.00 | 246.95 |
|
| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.0 | $15k | +4% | 514.00 | 29.11 |
|
| American Express Stock (AXP) | 0.0 | $15k | 44.00 | 332.16 |
|
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $15k | 90.00 | 161.79 |
|
|
| Oreilly Automotive Stock (ORLY) | 0.0 | $15k | 135.00 | 107.81 |
|
|
| General Dynamics Corp Stock (GD) | 0.0 | $14k | -36% | 40.00 | 341.00 |
|
| Vanguard Value Etf Etf (VTV) | 0.0 | $13k | +590% | 69.00 | 186.49 |
|
| Cummins Stock (CMI) | 0.0 | $13k | 30.00 | 422.37 |
|
|
| Mcdonalds Corp Stock (MCD) | 0.0 | $13k | 41.00 | 303.88 |
|
|
| Unitedhealth Group Stock (UNH) | 0.0 | $12k | +350% | 36.00 | 345.31 |
|
| Northrop Grumman Corp Stock (NOC) | 0.0 | $12k | 20.00 | 609.30 |
|
|
| Vanguard Mid-cap Etf Etf (VO) | 0.0 | $12k | NEW | 40.00 | 293.75 |
|
| Mckesson Corp Stock (MCK) | 0.0 | $12k | 15.00 | 772.53 |
|
|
| Transdigm Group Stock (TDG) | 0.0 | $11k | 8.00 | 1318.00 |
|
|
| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.0 | $10k | 69.00 | 148.61 |
|
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $9.9k | NEW | 30.00 | 329.07 |
|
| Super Micro Computer Stock (SMCI) | 0.0 | $9.6k | NEW | 200.00 | 47.94 |
|
| Wells Fargo Stock (WFC) | 0.0 | $9.5k | 113.00 | 83.82 |
|
|
| Morgan Stanley Stock (MS) | 0.0 | $9.2k | 58.00 | 158.97 |
|
|
| Vulcan Matls Stock (VMC) | 0.0 | $8.9k | 29.00 | 307.62 |
|
|
| Copart Stock (CPRT) | 0.0 | $8.9k | 198.00 | 44.97 |
|
|
| Monster Beverage Corp Stock (MNST) | 0.0 | $8.2k | 122.00 | 67.31 |
|
|
| Brown & Brown Stock (BRO) | 0.0 | $7.9k | 84.00 | 93.79 |
|
|
| Live Nation Entertainment Stock (LYV) | 0.0 | $7.8k | 48.00 | 163.40 |
|
|
| The Cigna Group Stock (CI) | 0.0 | $7.8k | 27.00 | 288.26 |
|
|
| Southern Stock (SO) | 0.0 | $7.7k | 81.00 | 94.77 |
|
|
| Kla Corp Stock (KLAC) | 0.0 | $7.5k | 7.00 | 1078.57 |
|
|
| Draftkings Inc New Com Cl A Stock (DKNG) | 0.0 | $7.5k | NEW | 200.00 | 37.40 |
|
| Cbre Group Inc Cl A Stock (CBRE) | 0.0 | $7.2k | 46.00 | 157.57 |
|
|
| Exelon Corp Stock (EXC) | 0.0 | $6.8k | 150.00 | 45.01 |
|
|
| Nasdaq Stock (NDAQ) | 0.0 | $6.5k | 74.00 | 88.45 |
|
|
| Roper Technologies Stock (ROP) | 0.0 | $6.5k | 13.00 | 498.69 |
|
|
| Eaton Corp Stock (ETN) | 0.0 | $6.4k | 17.00 | 374.24 |
|
|
| Iqvia Hldgs Stock (IQV) | 0.0 | $6.3k | 33.00 | 189.94 |
|
|
| Anheuser Busch Inbev Sa Adr (BUD) | 0.0 | $6.0k | 100.00 | 59.61 |
|
|
| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.0 | $5.8k | NEW | 336.00 | 17.16 |
|
| Duke Energy Corp Stock (DUK) | 0.0 | $5.0k | -36% | 40.00 | 123.75 |
|
| Vanguard Large-cap Etf Etf (VV) | 0.0 | $4.3k | NEW | 14.00 | 307.86 |
|
| Dominion Energy Stock (D) | 0.0 | $4.3k | -20% | 70.00 | 61.17 |
|
| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $4.2k | 50.00 | 83.54 |
|
|
| Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 0.0 | $4.0k | 70.00 | 57.19 |
|
|
| Bjs Whsl Club Hldgs Stock (BJ) | 0.0 | $3.9k | 42.00 | 93.26 |
|
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $3.9k | -33% | 10.00 | 391.60 |
|
| The Trade Desk Inc Com Cl A Stock (TTD) | 0.0 | $3.7k | 75.00 | 49.01 |
|
|
| Broadcom Stock (AVGO) | 0.0 | $3.6k | 11.00 | 329.91 |
|
|
| Elevance Health Inc Formerly A Stock (ELV) | 0.0 | $2.9k | 9.00 | 323.11 |
|
|
| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $2.7k | 20.00 | 134.65 |
|
|
| Grayscale Bitcoin Mini Trust Etf Etf (BTC) | 0.0 | $2.4k | 47.00 | 50.64 |
|
|
| Fortuna Mng Corp Stock (FSM) | 0.0 | $2.2k | NEW | 245.00 | 8.96 |
|
| Lululemon Athletica Stock (LULU) | 0.0 | $1.8k | 10.00 | 177.90 |
|
|
| Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) | 0.0 | $1.8k | NEW | 47.00 | 37.79 |
|
| Gold Fields Adr (GFI) | 0.0 | $1.7k | 40.00 | 41.95 |
|
|
| Carmax Stock (KMX) | 0.0 | $1.5k | -62% | 33.00 | 44.88 |
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.0 | $1.5k | NEW | 10.00 | 145.70 |
|
| Spotify Technology S A Stock (SPOT) | 0.0 | $1.4k | 2.00 | 698.00 |
|
|
| Halliburton Stock (HAL) | 0.0 | $1.2k | 50.00 | 24.60 |
|
|
| Solaredge Technologies Stock (SEDG) | 0.0 | $1.2k | 32.00 | 37.00 |
|
|
| Shutterstock Stock (SSTK) | 0.0 | $1.0k | 49.00 | 20.86 |
|
|
| Under Armour Inc Cl A Stock (UAA) | 0.0 | $599.004000 | 120.00 | 4.99 |
|
|
| Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) | 0.0 | $594.999900 | 11.00 | 54.09 |
|
|
| Under Armour Inc Cl C Stock (UA) | 0.0 | $579.996000 | 120.00 | 4.83 |
|
|
| Micron Technology Stock (MU) | 0.0 | $501.999900 | NEW | 3.00 | 167.33 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $328.000000 | NEW | 1.00 | 328.00 |
|
| Rumble Inc Com Cl A Stock (RUM) | 0.0 | $290.000000 | 40.00 | 7.25 |
|
|
| Tjx Cos Stock (TJX) | 0.0 | $289.000000 | 2.00 | 144.50 |
|
|
| Cadrenal Therapeutics Stock | 0.0 | $277.000000 | 20.00 | 13.85 |
|
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.0 | $247.000000 | NEW | 1.00 | 247.00 |
|
| Ceva Stock (CEVA) | 0.0 | $211.000000 | NEW | 8.00 | 26.38 |
|
| Upstart Hldgs Stock (UPST) | 0.0 | $203.000000 | NEW | 4.00 | 50.75 |
|
| Hershey Stock (HSY) | 0.0 | $187.000000 | 1.00 | 187.00 |
|
|
| Fubotv Stock (FUBO) | 0.0 | $174.001800 | 42.00 | 4.14 |
|
|
| Intel Corp Stock (INTC) | 0.0 | $168.000000 | 5.00 | 33.60 |
|
|
| Nrx Pharmaceuticals Stock (NRXP) | 0.0 | $165.000000 | 50.00 | 3.30 |
|
|
| Sonnet Biotherapeutc Hldng Stock (SONN) | 0.0 | $147.001600 | 32.00 | 4.59 |
|
|
| Biomx Stock | 0.0 | $82.998000 | 159.00 | 0.52 |
|
|
| General Mls Stock (GIS) | 0.0 | $50.000000 | -99% | 1.00 | 50.00 |
|
| Carisma Therapeutics Stock (CARM) | 0.0 | $40.995000 | 150.00 | 0.27 |
|
|
| Paysafe Stock (PSFE) | 0.0 | $39.000000 | NEW | 3.00 | 13.00 |
|
| Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) | 0.0 | $26.000000 | 1.00 | 26.00 |
|
|
| Jet Ai Stock (JTAI) | 0.0 | $3.000000 | 1.00 | 3.00 |
|
Past Filings by Carolina Wealth Advisors
SEC 13F filings are viewable for Carolina Wealth Advisors going back to 2019
- 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
- Carolina Wealth Advisors 2021 Q4 filed Jan. 24, 2022