Carolina Wealth Advisors
Latest statistics and disclosures from Carolina Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHQ, BKLC, BKAG, SCHP, SPHY, and represent 27.73% of Carolina Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: MRK (+$5.2M), SCCO, GILD, CSCO, AMGN, KO, BKLC, MO, TRGP, PM.
- Started 69 new stock positions in VLO, CAT, GE, PSX, FIX, ROST, INTC, VICR, AEIS, SNDK.
- Reduced shares in these 10 stocks: DELL (-$11M), Guess? (-$9.1M), FAST (-$8.5M), RES (-$6.8M), DKS (-$6.7M), MOS (-$5.8M), IRDM (-$5.2M), F (-$5.1M), EIG (-$5.1M), CHCO.
- Sold out of its positions in AYI, ADBE, AVDV, AVUV, AM, AIZ, ATO, BRBR, BLMN, BRX.
- Carolina Wealth Advisors was a net buyer of stock by $15M.
- Carolina Wealth Advisors has $240M in assets under management (AUM), dropping by 7.04%.
- Central Index Key (CIK): 0001786411
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Portfolio Holdings for Carolina Wealth Advisors
Carolina Wealth Advisors holds 278 positions in its portfolio as reported in the March 2026 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) | 7.4 | $18M | -2% | 564k | 31.43 |
|
| Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC) | 5.9 | $14M | +41% | 113k | 124.81 |
|
| Bny Mellon Core Bond Etf Etf (BKAG) | 5.3 | $13M | 301k | 42.20 |
|
|
| Schwab Us Tips Etf Etf (SCHP) | 5.2 | $12M | -2% | 466k | 26.61 |
|
| State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY) | 4.0 | $9.7M | 416k | 23.32 |
|
|
| Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ) | 2.5 | $5.9M | -2% | 288k | 20.52 |
|
| Merck & Co Stock (MRK) | 2.4 | $5.8M | +904% | 48k | 120.29 |
|
| Gilead Sciences Stock (GILD) | 2.1 | $5.0M | +904% | 36k | 139.37 |
|
| Cisco Sys Stock (CSCO) | 2.0 | $4.9M | +979% | 63k | 77.59 |
|
| Southern Copper Corp Stock (SCCO) | 1.9 | $4.7M | +4365% | 27k | 172.06 |
|
| Amgen Stock (AMGN) | 1.9 | $4.6M | +1112% | 13k | 351.85 |
|
| Coca Cola Stock (KO) | 1.9 | $4.6M | +945% | 60k | 76.05 |
|
| Altria Group Stock (MO) | 1.8 | $4.4M | +971% | 67k | 65.99 |
|
| Fidelity Enhanced Small Cap Etf Etf (FESM) | 1.7 | $4.2M | +38% | 109k | 38.00 |
|
| Schwab International Dividend Equity Etf Etf (SCHY) | 1.7 | $4.1M | +40% | 131k | 31.66 |
|
| Philip Morris Intl Stock (PM) | 1.7 | $4.1M | +1022% | 25k | 165.34 |
|
| Targa Res Corp Stock (TRGP) | 1.7 | $4.0M | +4542% | 16k | 250.73 |
|
| State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) | 1.6 | $3.9M | +43% | 48k | 81.98 |
|
| BP Adr (BP) | 1.6 | $3.7M | +4506% | 80k | 47.00 |
|
| Verizon Communications Stock (VZ) | 1.4 | $3.5M | -50% | 69k | 50.20 |
|
| Bristol-myers Squibb Stock (BMY) | 1.4 | $3.5M | +4474% | 57k | 60.65 |
|
| Hasbro Stock (HAS) | 1.2 | $3.0M | +3825% | 32k | 93.60 |
|
| Pepsico Stock (PEP) | 1.2 | $2.9M | +1998% | 19k | 155.29 |
|
| Tapestry Stock (TPR) | 1.2 | $2.8M | +391% | 20k | 141.11 |
|
| Colgate Palmolive Stock (CL) | 1.1 | $2.8M | +4032% | 32k | 85.23 |
|
| Union Pac Corp Stock (UNP) | 1.1 | $2.7M | +3779% | 11k | 242.62 |
|
| Scotts Miracle-gro Co Cl A Stock (SMG) | 1.1 | $2.7M | +4462% | 44k | 60.81 |
|
| Medtronic Stock (MDT) | 1.1 | $2.6M | +4487% | 30k | 86.65 |
|
| Lockheed Martin Corp Stock (LMT) | 1.0 | $2.5M | +3525% | 4.1k | 604.39 |
|
| Gold Fields Adr (GFI) | 1.0 | $2.4M | +134552% | 54k | 45.40 |
|
| Lam Research Corp Stock (LRCX) | 1.0 | $2.4M | +395% | 11k | 213.66 |
|
| Abbvie Stock (ABBV) | 1.0 | $2.4M | +1737% | 11k | 217.49 |
|
| Procter & Gamble Stock (PG) | 1.0 | $2.4M | +1805% | 17k | 144.44 |
|
| Infosys Adr (INFY) | 1.0 | $2.4M | -47% | 176k | 13.51 |
|
| Illinois Tool Wks Stock (ITW) | 1.0 | $2.3M | +4457% | 9.0k | 260.29 |
|
| Mcdonalds Corp Stock (MCD) | 1.0 | $2.3M | +3267% | 7.5k | 310.79 |
|
| Best Buy Stock (BBY) | 1.0 | $2.3M | +4369% | 36k | 64.20 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.9 | $2.2M | +4365% | 78k | 28.71 |
|
| Nvidia Corporation Stock (NVDA) | 0.9 | $2.2M | +383% | 13k | 174.40 |
|
| Unilever Adr (UL) | 0.9 | $2.2M | +4522% | 38k | 56.97 |
|
| Price T Rowe Group Stock (TROW) | 0.9 | $2.2M | +4048% | 24k | 90.14 |
|
| Texas Instrs Stock (TXN) | 0.9 | $2.1M | +3775% | 11k | 194.14 |
|
| Darden Restaurants Stock (DRI) | 0.9 | $2.1M | +4255% | 11k | 196.04 |
|
| International Business Machs Stock (IBM) | 0.9 | $2.1M | +4351% | 8.8k | 242.39 |
|
| Johnson & Johnson Stock (JNJ) | 0.9 | $2.1M | +384% | 8.6k | 244.44 |
|
| Artisan Partners Asset Mgmt I Cl A Stock (APAM) | 0.9 | $2.1M | +4399% | 57k | 36.39 |
|
| Novo-nordisk A S Adr (NVO) | 0.8 | $1.9M | -53% | 53k | 36.75 |
|
| Kimberly-clark Corp Stock (KMB) | 0.8 | $1.9M | +4377% | 20k | 96.47 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.8 | $1.8M | +369% | 13k | 146.28 |
|
| Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) | 0.8 | $1.8M | +20% | 8.4k | 218.72 |
|
| HP Stock (HPQ) | 0.7 | $1.8M | +4338% | 93k | 19.21 |
|
| Bath & Body Works Stock (BBWI) | 0.7 | $1.8M | +4383% | 94k | 18.67 |
|
| Cencora Stock (COR) | 0.7 | $1.7M | -3% | 5.3k | 314.14 |
|
| Block H & R Stock (HRB) | 0.7 | $1.6M | +4357% | 51k | 31.74 |
|
| Paychex Stock (PAYX) | 0.7 | $1.6M | +4261% | 17k | 92.12 |
|
| Expedia Group Stock (EXPE) | 0.7 | $1.6M | +400% | 6.8k | 230.89 |
|
| Eli Lilly & Co Stock (LLY) | 0.7 | $1.6M | 1.7k | 919.77 |
|
|
| Blackstone Stock (BX) | 0.6 | $1.5M | +4278% | 13k | 114.99 |
|
| Las Vegas Sands Corp Stock (LVS) | 0.6 | $1.5M | +405% | 27k | 53.88 |
|
| Home Depot Stock (HD) | 0.5 | $1.3M | +365% | 3.8k | 328.89 |
|
| Qualcomm Stock (QCOM) | 0.5 | $1.2M | +355% | 9.4k | 128.78 |
|
| Autodesk Stock (ADSK) | 0.5 | $1.1M | -16% | 4.7k | 239.40 |
|
| Applovin Corp Com Cl A Stock (APP) | 0.4 | $1.1M | +385% | 2.7k | 398.00 |
|
| Marriott Vacations Worldwide C Stock (VAC) | 0.4 | $967k | NEW | 15k | 65.12 |
|
| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.4 | $963k | -12% | 33k | 29.08 |
|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.4 | $887k | -9% | 35k | 25.64 |
|
| Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.3 | $752k | -9% | 24k | 30.96 |
|
| Schwab International Equity Etf Etf (SCHF) | 0.3 | $653k | -8% | 26k | 24.75 |
|
| Vanguard Long-term Bond Etf Etf (BLV) | 0.3 | $632k | -7% | 9.2k | 68.78 |
|
| Apple Stock (AAPL) | 0.2 | $503k | -69% | 2.0k | 253.79 |
|
| Fastenal Stock (FAST) | 0.2 | $494k | -94% | 11k | 46.40 |
|
| Tesla Stock (TSLA) | 0.2 | $372k | +7% | 1.0k | 371.75 |
|
| Dicks Sporting Goods Stock (DKS) | 0.2 | $370k | -94% | 1.9k | 198.29 |
|
| Hf Sinclair Corp Stock (DINO) | 0.1 | $343k | NEW | 5.5k | 62.39 |
|
| Dell Technologies Inc Cl C Stock (DELL) | 0.1 | $314k | -97% | 1.9k | 164.13 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $307k | 513.00 | 597.55 |
|
|
| Ford Mtr Stock (F) | 0.1 | $291k | -94% | 25k | 11.54 |
|
| City Hldg Stock (CHCO) | 0.1 | $279k | -94% | 2.3k | 119.52 |
|
| Netease Adr (NTES) | 0.1 | $279k | NEW | 2.5k | 111.94 |
|
| Frontline Stock (FRO) | 0.1 | $272k | NEW | 7.8k | 34.86 |
|
| Mosaic Stock (MOS) | 0.1 | $263k | -95% | 10k | 25.50 |
|
| Western Un Stock (WU) | 0.1 | $261k | NEW | 30k | 8.73 |
|
| Iridium Communications Stock (IRDM) | 0.1 | $260k | -95% | 9.4k | 27.74 |
|
| Employers Hldgs Stock (EIG) | 0.1 | $250k | -95% | 6.1k | 41.14 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.1 | $247k | 3.9k | 64.09 |
|
|
| WPP Adr (WPP) | 0.1 | $240k | NEW | 16k | 15.55 |
|
| First Bancorp Corporation Stock (FBP) | 0.1 | $239k | NEW | 11k | 21.36 |
|
| Walmart Stock (WMT) | 0.1 | $224k | +7% | 1.8k | 124.28 |
|
| Schwab International Small-cap Equity Etf Etf (SCHC) | 0.1 | $224k | -9% | 4.8k | 46.74 |
|
| Copa Holdings Sa Cl A Stock (CPA) | 0.1 | $219k | NEW | 1.9k | 113.61 |
|
| Amdocs Stock (DOX) | 0.1 | $209k | -95% | 3.2k | 65.26 |
|
| Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.1 | $207k | -8% | 6.3k | 32.95 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $205k | -17% | 428.00 | 479.20 |
|
| Interparfums Stock (IPAR) | 0.1 | $195k | -95% | 2.2k | 90.84 |
|
| Aon Plc Shs Cl A Stock (AON) | 0.1 | $180k | 557.00 | 322.78 |
|
|
| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.1 | $171k | -54% | 6.8k | 25.10 |
|
| Amazon Stock (AMZN) | 0.1 | $168k | +3% | 808.00 | 208.27 |
|
| Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB) | 0.1 | $147k | -6% | 3.0k | 49.63 |
|
| Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) | 0.1 | $145k | 3.1k | 47.02 |
|
|
| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $135k | 1.2k | 112.27 |
|
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $107k | +50% | 372.00 | 286.86 |
|
| Us Foods Hldg Corp Stock (USFD) | 0.0 | $92k | 1.0k | 92.21 |
|
|
| Costco Wholesale Corporation Stock (COST) | 0.0 | $91k | +26% | 91.00 | 996.43 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.0 | $89k | +66% | 311.00 | 287.56 |
|
| Public Svc Enterprise Group Stock (PEG) | 0.0 | $73k | 900.00 | 80.95 |
|
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 0.0 | $69k | 375.00 | 184.28 |
|
|
| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $69k | -3% | 99.00 | 697.72 |
|
| Invesco Bulletshares 2033 Corporate Bond Etf Etf (BSCX) | 0.0 | $69k | -21% | 3.2k | 21.15 |
|
| Microsoft Corp Stock (MSFT) | 0.0 | $68k | -7% | 183.00 | 370.17 |
|
| Lumentum Hldgs Stock (LITE) | 0.0 | $62k | NEW | 88.00 | 702.76 |
|
| 3M Stock (MMM) | 0.0 | $56k | 388.00 | 145.23 |
|
|
| Xtrackers S&p 500 Scored & Screened Etf Etf (SNPE) | 0.0 | $53k | -4% | 896.00 | 59.55 |
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| Schwab Charles Corp Stock (SCHW) | 0.0 | $53k | 565.00 | 93.98 |
|
|
| Flexshares Stoxx Global Esg Select Index Fund Etf (ESGG) | 0.0 | $49k | 247.00 | 199.89 |
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| Nucor Corp Stock (NUE) | 0.0 | $49k | 289.00 | 169.10 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.0 | $44k | -5% | 149.00 | 294.16 |
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $41k | +215% | 104.00 | 391.76 |
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| Evergy Stock (EVRG) | 0.0 | $39k | 478.00 | 81.92 |
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| Broadcom Stock (AVGO) | 0.0 | $34k | +753% | 111.00 | 309.51 |
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| Meta Platforms Inc Cl A Stock (META) | 0.0 | $34k | -6% | 60.00 | 572.13 |
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| Rtx Corporation Stock (RTX) | 0.0 | $33k | +29% | 170.00 | 192.90 |
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| Exxon Mobil Corp Stock (XOM) | 0.0 | $33k | NEW | 192.00 | 169.66 |
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| Target Corp Stock (TGT) | 0.0 | $30k | +11% | 251.00 | 121.20 |
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| Micron Technology Stock (MU) | 0.0 | $28k | +2700% | 84.00 | 337.85 |
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| Waste Mgmt Inc Del Stock (WM) | 0.0 | $26k | 115.00 | 229.79 |
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| Advanced Micro Devices Stock (AMD) | 0.0 | $26k | +42% | 128.00 | 203.43 |
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| Invesco S&p Global Water Index Etf Etf (CGW) | 0.0 | $25k | 395.00 | 63.94 |
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| Ishares Esg Select Screened S&p 500 Etf Etf (XVV) | 0.0 | $24k | +22% | 493.00 | 49.22 |
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| Teradyne Stock (TER) | 0.0 | $24k | +135% | 80.00 | 296.46 |
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| Prudential Finl Stock (PRU) | 0.0 | $23k | 235.00 | 97.69 |
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| Bwx Technologies Stock (BWXT) | 0.0 | $23k | 112.00 | 204.49 |
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| Coherent Corp Stock (COHR) | 0.0 | $23k | +115% | 95.00 | 238.21 |
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| Hilton Worldwide Hldgs Stock (HLT) | 0.0 | $22k | -98% | 71.00 | 304.08 |
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| Hologic Stock (HOLX) | 0.0 | $22k | 285.00 | 75.59 |
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| Visa Inc Com Cl A Stock (V) | 0.0 | $22k | -5% | 71.00 | 302.24 |
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| Ttm Technologies Stock (TTMI) | 0.0 | $21k | NEW | 211.00 | 97.42 |
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| Cummins Stock (CMI) | 0.0 | $20k | +26% | 38.00 | 538.03 |
|
| Ishares Global Clean Energy Etf Etf (ICLN) | 0.0 | $20k | -22% | 1.1k | 18.29 |
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| Lowes Cos Stock (LOW) | 0.0 | $19k | 80.00 | 236.28 |
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| Trump Media & Technology Group Wt Exp 032529 Stock (DJTWW) | 0.0 | $19k | 3.8k | 4.94 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.0 | $19k | -98% | 37.00 | 499.65 |
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| Caterpillar Stock (CAT) | 0.0 | $18k | NEW | 26.00 | 708.46 |
|
| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.0 | $18k | +2% | 581.00 | 30.50 |
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| Trueshares Technology, Ai & Deep Learning Etf Etf (LRNZ) | 0.0 | $18k | +9% | 437.00 | 40.02 |
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| Ciena Corp Stock (CIEN) | 0.0 | $18k | NEW | 45.00 | 388.22 |
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| Wisdomtree Cloud Computing Fund Etf (WCLD) | 0.0 | $17k | +22% | 618.00 | 27.32 |
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| Millicom Intl Cellular S A Com Stk Stock (TIGO) | 0.0 | $17k | -81% | 221.00 | 74.94 |
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| Starbucks Corp Stock (SBUX) | 0.0 | $16k | 182.00 | 89.59 |
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| Newmont Corp Stock (NEM) | 0.0 | $16k | +609% | 149.00 | 108.25 |
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| Alcoa Corp Stock (AA) | 0.0 | $16k | NEW | 236.00 | 66.33 |
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| Albemarle Corp Stock (ALB) | 0.0 | $16k | NEW | 87.00 | 179.53 |
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| Mckesson Corp Stock (MCK) | 0.0 | $16k | +20% | 18.00 | 865.33 |
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| Viavi Solutions Stock (VIAV) | 0.0 | $16k | NEW | 465.00 | 33.28 |
|
| Comfort Sys Usa Stock (FIX) | 0.0 | $15k | NEW | 11.00 | 1379.00 |
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| Western Digital Corp Stock (WDC) | 0.0 | $15k | NEW | 56.00 | 270.48 |
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| Hecla Mining Company Stock (HL) | 0.0 | $15k | NEW | 794.00 | 18.63 |
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| Kla Corp Stock (KLAC) | 0.0 | $15k | +11% | 10.00 | 1472.40 |
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| Century Alum Stock (CENX) | 0.0 | $14k | NEW | 243.00 | 58.69 |
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| Vicor Corp Stock (VICR) | 0.0 | $14k | NEW | 86.00 | 161.00 |
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| General Dynamics Corp Stock (GD) | 0.0 | $14k | 40.00 | 343.23 |
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| Northrop Grumman Corp Stock (NOC) | 0.0 | $14k | 20.00 | 682.25 |
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| MKS Stock (MKSI) | 0.0 | $14k | NEW | 59.00 | 229.81 |
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| American Express Stock (AXP) | 0.0 | $13k | -8% | 44.00 | 302.48 |
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| Heico Corp New Cl A Stock (HEI.A) | 0.0 | $13k | 61.00 | 211.08 |
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| Sandisk Corp Stock (SNDK) | 0.0 | $13k | NEW | 20.00 | 635.35 |
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| Oreilly Automotive Stock (ORLY) | 0.0 | $13k | 135.00 | 92.31 |
|
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| Grayscale Bitcoin Trust Etf Etf (GBTC) | 0.0 | $12k | 235.00 | 52.76 |
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| Progressive Corp Stock (PGR) | 0.0 | $12k | 61.00 | 198.25 |
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| Bloom Energy Corp Com Cl A Stock (BE) | 0.0 | $12k | NEW | 89.00 | 135.49 |
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| Howmet Aerospace Stock (HWM) | 0.0 | $12k | 52.00 | 230.46 |
|
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| Arrowhead Pharmaceuticals Stock (ARWR) | 0.0 | $12k | NEW | 191.00 | 62.70 |
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| Fastly Inc Cl A Stock (FSLY) | 0.0 | $12k | NEW | 406.00 | 29.06 |
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| Citigroup Stock (C) | 0.0 | $12k | NEW | 103.00 | 113.41 |
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| Advanced Energy Inds Stock (AEIS) | 0.0 | $12k | NEW | 36.00 | 322.72 |
|
| Kaiser Aluminium Corporation Com Par 0.01 Stock (KALU) | 0.0 | $11k | NEW | 94.00 | 120.51 |
|
| Tjx Cos Stock (TJX) | 0.0 | $11k | +3200% | 66.00 | 159.70 |
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| Linde Stock (LIN) | 0.0 | $10k | NEW | 21.00 | 495.76 |
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| Coeur Mng Stock (CDE) | 0.0 | $10k | NEW | 538.00 | 18.77 |
|
| Sitime Corp Stock (SITM) | 0.0 | $9.7k | NEW | 28.00 | 345.36 |
|
| Nabors Industries Stock (NBR) | 0.0 | $9.6k | NEW | 111.00 | 86.06 |
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| Morgan Stanley Stock (MS) | 0.0 | $9.5k | -20% | 58.00 | 164.57 |
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| Victorias Secret And Stock (VSCO) | 0.0 | $9.3k | NEW | 201.00 | 46.36 |
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| Formfactor Stock (FORM) | 0.0 | $9.3k | NEW | 96.00 | 96.99 |
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| Transdigm Group Stock (TDG) | 0.0 | $9.3k | 8.00 | 1159.00 |
|
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| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.0 | $9.2k | NEW | 336.00 | 27.46 |
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| Ge Aerospace Stock (GE) | 0.0 | $9.1k | NEW | 32.00 | 283.78 |
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| Wells Fargo & Co Stock (WFC) | 0.0 | $9.0k | 113.00 | 79.61 |
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| Monster Beverage Corp Stock (MNST) | 0.0 | $8.8k | 122.00 | 72.46 |
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| Applied Matls Stock (AMAT) | 0.0 | $8.5k | NEW | 25.00 | 341.80 |
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| Booking Holdings Stock (BKNG) | 0.0 | $8.4k | -99% | 2.00 | 4210.50 |
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| Kratos Defense & Sec Solutions Stock (KTOS) | 0.0 | $8.4k | NEW | 119.00 | 70.51 |
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| Constellation Energy Corp Stock (CEG) | 0.0 | $8.4k | 30.00 | 279.27 |
|
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| Kulicke & Soffa Inds Stock (KLIC) | 0.0 | $8.1k | NEW | 124.00 | 65.72 |
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| Phibro Animal Health Corp Cl A Stock (PAHC) | 0.0 | $7.9k | NEW | 143.00 | 55.31 |
|
| Vulcan Matls Stock (VMC) | 0.0 | $7.9k | 29.00 | 272.31 |
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| Southern Stock (SO) | 0.0 | $7.8k | 81.00 | 96.52 |
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| Welltower Reit (WELL) | 0.0 | $7.7k | NEW | 39.00 | 197.72 |
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| Markel Group Stock (MKL) | 0.0 | $7.7k | -98% | 4.00 | 1914.00 |
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| Exelon Corp Stock (EXC) | 0.0 | $7.4k | 150.00 | 49.02 |
|
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| Live Nation Entertainment Stock (LYV) | 0.0 | $7.3k | 48.00 | 152.50 |
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| Babcock & Wilcox Enterprises Stock (BW) | 0.0 | $7.3k | NEW | 497.00 | 14.69 |
|
| The Cigna Group Stock (CI) | 0.0 | $7.2k | 27.00 | 266.74 |
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| Prologis Reit (PLD) | 0.0 | $7.0k | NEW | 53.00 | 132.19 |
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| Anheuser Busch Inbev Sa Nv Adr (BUD) | 0.0 | $6.9k | 100.00 | 69.37 |
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| Sonoco Prods Stock (SON) | 0.0 | $6.9k | 128.00 | 54.09 |
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| Chubb Ltd Switz Stock (CB) | 0.0 | $6.8k | NEW | 21.00 | 325.95 |
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| Copart Stock (CPRT) | 0.0 | $6.6k | 198.00 | 33.20 |
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| Edison Intl Stock (EIX) | 0.0 | $6.5k | 89.00 | 73.18 |
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| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.0 | $6.5k | 336.00 | 19.30 |
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| Arista Networks Stock (ANET) | 0.0 | $6.4k | -27% | 52.00 | 122.79 |
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| Amphenol Corp Cl A Stock (APH) | 0.0 | $6.3k | NEW | 50.00 | 126.36 |
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| Nasdaq Stock (NDAQ) | 0.0 | $6.3k | 74.00 | 84.89 |
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| Eaton Corp Stock (ETN) | 0.0 | $6.1k | 17.00 | 357.65 |
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| Oil Sts Intl Stock (OIS) | 0.0 | $6.0k | NEW | 518.00 | 11.64 |
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| Oracle Corp Stock (ORCL) | 0.0 | $5.9k | 40.00 | 147.10 |
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| Iqvia Hldgs Stock (IQV) | 0.0 | $5.6k | 33.00 | 170.55 |
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|
| Nu Hldgs Ltd Ord Shs Cl A Stock (NU) | 0.0 | $5.6k | -99% | 391.00 | 14.37 |
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| Brown & Brown Stock (BRO) | 0.0 | $5.5k | 84.00 | 65.21 |
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| Forum Energy Technologies Stock (FET) | 0.0 | $5.5k | NEW | 93.00 | 58.66 |
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| Ppg Inds Stock (PPG) | 0.0 | $5.3k | 50.00 | 106.88 |
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| Axcelis Technologies Stock (ACLS) | 0.0 | $5.3k | 57.00 | 93.09 |
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| Duke Energy Corp Stock (DUK) | 0.0 | $5.2k | 40.00 | 130.95 |
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| Ironwood Pharmaceuticals Inc Com Cl A Stock (IRWD) | 0.0 | $5.2k | NEW | 1.5k | 3.51 |
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| Bank Ozk Little Rock Ark Stock (OZK) | 0.0 | $5.0k | 110.00 | 45.89 |
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| Nnn Reit Reit (NNN) | 0.0 | $5.0k | 120.00 | 42.03 |
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| Prosperity Bancshares Stock (PB) | 0.0 | $5.0k | 75.00 | 67.19 |
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| Quanta Svcs Stock (PWR) | 0.0 | $4.9k | NEW | 9.00 | 549.00 |
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| United Parcel Svcs Inc Cl B Stock (UPS) | 0.0 | $4.9k | 50.00 | 98.38 |
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| Equinix Reit (EQIX) | 0.0 | $4.9k | NEW | 5.00 | 980.20 |
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| Johnson Ctls Intl Stock (JCI) | 0.0 | $4.8k | NEW | 37.00 | 130.95 |
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| Netflix Stock (NFLX) | 0.0 | $4.8k | -99% | 50.00 | 96.16 |
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| Hca Healthcare Stock (HCA) | 0.0 | $4.7k | NEW | 10.00 | 473.20 |
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| Roper Technologies Stock (ROP) | 0.0 | $4.6k | 13.00 | 353.85 |
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| Super Micro Computer Stock (SMCI) | 0.0 | $4.6k | 200.00 | 22.77 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $4.5k | 10.00 | 446.50 |
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| Valero Energy Corp Stock (VLO) | 0.0 | $4.4k | NEW | 18.00 | 247.06 |
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| Intel Corp Stock (INTC) | 0.0 | $4.4k | NEW | 100.00 | 44.13 |
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| Motorola Solutions Stock (MSI) | 0.0 | $4.3k | -99% | 10.00 | 434.00 |
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| Dominion Energy Stock (D) | 0.0 | $4.3k | 70.00 | 61.81 |
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| Draftkings Inc New Com Cl A Stock (DKNG) | 0.0 | $4.3k | 200.00 | 21.62 |
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| Fedex Corp Stock (FDX) | 0.0 | $4.3k | NEW | 12.00 | 356.17 |
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| Nextera Energy Stock (NEE) | 0.0 | $4.3k | NEW | 46.00 | 92.87 |
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| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $4.3k | NEW | 13.00 | 327.08 |
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| Phillips 66 Stock (PSX) | 0.0 | $4.2k | NEW | 23.00 | 182.17 |
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| State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 0.0 | $4.1k | 70.00 | 59.21 |
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| Bjs Whsl Club Hldgs Stock (BJ) | 0.0 | $4.1k | 42.00 | 98.43 |
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| Ross Stores Stock (ROST) | 0.0 | $3.9k | NEW | 18.00 | 216.61 |
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| Cardinal Health Stock (CAH) | 0.0 | $3.6k | -99% | 17.00 | 211.29 |
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| Flowers Foods Stock (FLO) | 0.0 | $3.3k | 400.00 | 8.15 |
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| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $3.0k | 20.00 | 150.00 |
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| Applied Optoelectronics Stock (AAOI) | 0.0 | $3.0k | NEW | 35.00 | 84.60 |
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| Elevance Health Inc Formerly A Stock (ELV) | 0.0 | $2.6k | 9.00 | 292.78 |
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| Corning Stock (GLW) | 0.0 | $2.6k | NEW | 19.00 | 135.95 |
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| Versant Media Group Inc Com Cl A Stock (VSNT) | 0.0 | $2.4k | NEW | 64.00 | 37.02 |
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| Keysight Technologies Stock (KEYS) | 0.0 | $2.3k | NEW | 8.00 | 282.38 |
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| Unitedhealth Group Stock (UNH) | 0.0 | $2.2k | -77% | 8.00 | 270.62 |
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| Chevron Corporation Stock (CVX) | 0.0 | $2.1k | NEW | 10.00 | 206.90 |
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| American Century U.s. Quality Growth Etf Etf (QGRO) | 0.0 | $2.0k | NEW | 19.00 | 105.05 |
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| Vanguard Value Etf Etf (VTV) | 0.0 | $2.0k | -91% | 10.00 | 196.20 |
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| Halliburton Stock (HAL) | 0.0 | $2.0k | 50.00 | 39.00 |
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| Disney Walt Stock (DIS) | 0.0 | $1.8k | 19.00 | 96.37 |
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| Spdr Gold Shares Etf (GLD) | 0.0 | $1.7k | NEW | 4.00 | 430.25 |
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| Solaredge Technologies Stock (SEDG) | 0.0 | $1.6k | 32.00 | 51.06 |
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| Lululemon Athletica Stock (LULU) | 0.0 | $1.5k | 10.00 | 153.10 |
|
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.0 | $1.4k | 10.00 | 142.40 |
|
|
| Grayscale Bitcoin Mini Trust Etf Etf (BTC) | 0.0 | $1.4k | 47.00 | 30.00 |
|
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| Carmax Stock (KMX) | 0.0 | $1.4k | 33.00 | 41.58 |
|
|
| T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF) | 0.0 | $1.1k | 31.00 | 35.58 |
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| Under Armour Inc Cl A Stock (UAA) | 0.0 | $708.996000 | 120.00 | 5.91 |
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| Under Armour Inc Cl C Stock (UA) | 0.0 | $695.004000 | 120.00 | 5.79 |
|
|
| Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) | 0.0 | $584.999800 | 11.00 | 53.18 |
|
|
| Celestica Stock (CLS) | 0.0 | $563.000000 | NEW | 2.00 | 281.50 |
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| Hershey Stock (HSY) | 0.0 | $208.000000 | 1.00 | 208.00 |
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| Rumble Inc Com Cl A Stock (RUM) | 0.0 | $204.000000 | 40.00 | 5.10 |
|
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| Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) | 0.0 | $43.000000 | 1.00 | 43.00 |
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| General Mills Stock (GIS) | 0.0 | $37.000000 | 1.00 | 37.00 |
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| Fubotv Inc Com New Cl A Stock | 0.0 | $27.999900 | NEW | 3.00 | 9.33 |
|
| Jet Ai Stock (JTAI) | 0.0 | $0 | 1.00 | 0.00 |
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Past Filings by Carolina Wealth Advisors
SEC 13F filings are viewable for Carolina Wealth Advisors going back to 2019
- Carolina Wealth Advisors 2026 Q1 filed April 7, 2026
- 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