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 27.59% of Carolina Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SNDK, FRO, ABBV, MU, TXN, BKLC, SCHQ, OFG, XLP, HRB.
- Started 20 new stock positions in AXTI, UCTT, MYRG, FCPT, FLEX, VUG, IWR, IVV, STRL, OFG. AVDV, MXL, INFQ, VSH, Exxon Mobil Corp, SCHD, SPY, WTI, SPCX, DIOD.
- Reduced shares in these 10 stocks: GILD, MRK, COR, PLTR, LRCX, TPR, DELL, DKS, VOO, F.
- Sold out of its positions in QGRO, APH, CLS, CVX, CDE, XOM, FUBO, HL, Hologic, IRWD. IGIB, Jet Ai, KTOS, NFLX, OIS, PAHC, GLD, VOO, VSXY, CPA.
- Carolina Wealth Advisors was a net buyer of stock by $323k.
- Carolina Wealth Advisors has $255M in assets under management (AUM), dropping by 6.25%.
- 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 278 positions in its portfolio as reported in the June 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) | 7.1 | $18M | +2% | 580k | 31.30 |
|
| Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC) | 6.6 | $17M | +4% | 118k | 143.39 |
|
| Bny Mellon Core Bond Etf Etf (BKAG) | 5.0 | $13M | 307k | 41.95 |
|
|
| Schwab Us Tips Etf Etf (SCHP) | 4.9 | $13M | 473k | 26.50 |
|
|
| State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY) | 3.9 | $9.9M | 423k | 23.44 |
|
|
| Cisco Sys Stock (CSCO) | 2.9 | $7.4M | 63k | 117.46 |
|
|
| Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ) | 2.3 | $6.0M | 293k | 20.47 |
|
|
| Fidelity Enhanced Small Cap Core Etf Etf (FESM) | 2.1 | $5.3M | 109k | 48.29 |
|
|
| Texas Instrs Stock (TXN) | 2.0 | $5.2M | +57% | 17k | 298.07 |
|
| Coca Cola Stock (KO) | 1.9 | $4.9M | 60k | 81.27 |
|
|
| Altria Group Stock (MO) | 1.9 | $4.8M | 66k | 71.95 |
|
|
| Abbvie Stock (ABBV) | 1.8 | $4.7M | +68% | 19k | 251.64 |
|
| Amgen Stock (AMGN) | 1.8 | $4.7M | 13k | 362.12 |
|
|
| Southern Copper Corp Stock (SCCO) | 1.8 | $4.7M | 27k | 174.26 |
|
|
| Philip Morris Intl Stock (PM) | 1.8 | $4.5M | 25k | 180.91 |
|
|
| Schwab International Dividend Equity Etf Etf (SCHY) | 1.7 | $4.3M | +4% | 137k | 31.73 |
|
| State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) | 1.7 | $4.3M | +7% | 52k | 83.07 |
|
| Targa Res Corp Stock (TRGP) | 1.7 | $4.3M | 16k | 268.14 |
|
|
| Merck & Co Stock (MRK) | 1.6 | $4.1M | -33% | 32k | 128.50 |
|
| Lam Research Corp Stock (LRCX) | 1.5 | $3.8M | -23% | 8.7k | 433.33 |
|
| Bristol-myers Squibb Stock (BMY) | 1.3 | $3.2M | 56k | 57.62 |
|
|
| Sandisk Corp Stock (SNDK) | 1.2 | $3.0M | +6600% | 1.3k | 2273.73 |
|
| Frontline Stock (FRO) | 1.2 | $3.0M | +1008% | 87k | 34.79 |
|
| Union Pac Corp Stock (UNP) | 1.2 | $3.0M | 11k | 272.00 |
|
|
| Scotts Miracle-gro Co Cl A Stock (SMG) | 1.2 | $2.9M | 43k | 68.11 |
|
|
| Colgate Palmolive Stock (CL) | 1.1 | $2.9M | 32k | 91.68 |
|
|
| Verizon Communications Stock (VZ) | 1.1 | $2.9M | 68k | 42.34 |
|
|
| BP Adr (BP) | 1.1 | $2.9M | 78k | 36.95 |
|
|
| Price T Rowe Group Stock (TROW) | 1.1 | $2.7M | 24k | 113.69 |
|
|
| Best Buy Stock (BBY) | 1.1 | $2.7M | 35k | 75.88 |
|
|
| Hasbro Stock (HAS) | 1.0 | $2.6M | 31k | 82.59 |
|
|
| Nvidia Corporation Stock (NVDA) | 1.0 | $2.6M | 13k | 200.09 |
|
|
| Novo-nordisk A S Adr (NVO) | 1.0 | $2.5M | 52k | 47.94 |
|
|
| International Business Machs Stock (IBM) | 1.0 | $2.5M | 8.9k | 281.21 |
|
|
| Pepsico Stock (PEP) | 1.0 | $2.5M | 18k | 135.40 |
|
|
| Illinois Tool Wks Stock (ITW) | 0.9 | $2.4M | 8.9k | 270.47 |
|
|
| Procter & Gamble Stock (PG) | 0.9 | $2.4M | 16k | 146.64 |
|
|
| Medtronic Stock (MDT) | 0.9 | $2.3M | 30k | 78.23 |
|
|
| Unilever Adr (UL) | 0.9 | $2.3M | 38k | 60.12 |
|
|
| Block H & R Stock (HRB) | 0.9 | $2.2M | +14% | 59k | 38.08 |
|
| Johnson & Johnson Stock (JNJ) | 0.9 | $2.2M | 8.7k | 253.97 |
|
|
| Darden Restaurants Stock (DRI) | 0.9 | $2.2M | 11k | 206.01 |
|
|
| Bath & Body Works Stock (BBWI) | 0.8 | $2.1M | 93k | 23.13 |
|
|
| Kimberly-clark Corp Stock (KMB) | 0.8 | $2.1M | 20k | 109.77 |
|
|
| Eli Lilly & Co Stock (LLY) | 0.8 | $2.1M | 1.7k | 1199.43 |
|
|
| Lockheed Martin Corp Stock (LMT) | 0.8 | $2.1M | 4.0k | 509.46 |
|
|
| HP Stock (HPQ) | 0.8 | $2.0M | 92k | 21.94 |
|
|
| Tapestry Stock (TPR) | 0.8 | $2.0M | -29% | 14k | 146.38 |
|
| Micron Technology Stock (MU) | 0.8 | $2.0M | +1978% | 1.7k | 1154.29 |
|
| Mcdonalds Corp Stock (MCD) | 0.8 | $2.0M | 7.4k | 270.31 |
|
|
| Gold Fields Adr (GFI) | 0.8 | $2.0M | +9% | 59k | 33.59 |
|
| Artisan Partners Asset Mgmt I Cl A Stock (APAM) | 0.8 | $2.0M | 57k | 34.53 |
|
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.7 | $1.9M | 77k | 24.55 |
|
|
| Infosys Adr (INFY) | 0.7 | $1.8M | 173k | 10.49 |
|
|
| Expedia Group Stock (EXPE) | 0.7 | $1.8M | 6.9k | 255.88 |
|
|
| Qualcomm Stock (QCOM) | 0.7 | $1.8M | 9.5k | 184.79 |
|
|
| Paychex Stock (PAYX) | 0.7 | $1.7M | 17k | 98.33 |
|
|
| Marriott Vacations Worldwide C Stock (VAC) | 0.6 | $1.5M | 15k | 101.88 |
|
|
| Blackstone Stock (BX) | 0.6 | $1.5M | 13k | 117.67 |
|
|
| Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) | 0.6 | $1.4M | -5% | 7.9k | 181.15 |
|
| Applovin Corp Com Cl A Stock (APP) | 0.6 | $1.4M | 2.7k | 515.23 |
|
|
| Home Depot Stock (HD) | 0.5 | $1.4M | 3.9k | 352.68 |
|
|
| Las Vegas Sands Corp Stock (LVS) | 0.5 | $1.3M | 28k | 46.19 |
|
|
| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.4 | $1.1M | -6% | 31k | 36.13 |
|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.4 | $962k | -5% | 33k | 29.43 |
|
| Autodesk Stock (ADSK) | 0.4 | $926k | 4.8k | 194.42 |
|
|
| Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.3 | $845k | -5% | 23k | 36.87 |
|
| Schwab International Equity Etf Etf (SCHF) | 0.3 | $691k | -5% | 25k | 27.70 |
|
| Vanguard Long-term Bond Etf Etf (BLV) | 0.2 | $599k | -5% | 8.7k | 68.93 |
|
| Apple Stock (AAPL) | 0.2 | $559k | -2% | 1.9k | 289.36 |
|
| Iridium Communications Stock (IRDM) | 0.2 | $525k | +2% | 9.6k | 54.85 |
|
| Fastenal Stock (FAST) | 0.2 | $504k | 11k | 48.03 |
|
|
| Tesla Stock (TSLA) | 0.2 | $421k | 1.0k | 420.60 |
|
|
| Hf Sinclair Corp Stock (DINO) | 0.2 | $387k | 5.6k | 69.65 |
|
|
| Ofg Bancorp Stock (OFG) | 0.1 | $320k | NEW | 6.5k | 49.07 |
|
| Netease Adr (NTES) | 0.1 | $316k | 2.5k | 128.14 |
|
|
| Employers Hldgs Stock (EIG) | 0.1 | $313k | 6.2k | 50.48 |
|
|
| City Hldg Stock (CHCO) | 0.1 | $304k | -2% | 2.3k | 132.64 |
|
| First Bancorp Corporation Stock (FBP) | 0.1 | $290k | 11k | 26.07 |
|
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.1 | $276k | 3.9k | 71.25 |
|
|
| Interparfums Stock (IPAR) | 0.1 | $241k | 2.2k | 111.86 |
|
|
| WPP Adr (WPP) | 0.1 | $239k | 15k | 15.49 |
|
|
| Western Un Stock (WU) | 0.1 | $234k | 30k | 7.70 |
|
|
| Schwab International Small-cap Equity Etf Etf (SCHC) | 0.1 | $219k | -5% | 4.5k | 48.12 |
|
| Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.1 | $217k | -4% | 6.0k | 36.26 |
|
| Walmart Stock (WMT) | 0.1 | $204k | 1.8k | 113.26 |
|
|
| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.1 | $188k | -4% | 6.5k | 28.96 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $186k | -13% | 372.00 | 500.39 |
|
| Aon Plc Shs Cl A Stock (AON) | 0.1 | $185k | 557.00 | 331.69 |
|
|
| Amazon Stock (AMZN) | 0.1 | $181k | -6% | 758.00 | 238.34 |
|
| Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) | 0.1 | $173k | 3.1k | 55.93 |
|
|
| Mosaic Stock (MOS) | 0.1 | $170k | -22% | 8.0k | 21.19 |
|
| Amdocs Stock (DOX) | 0.1 | $161k | 3.2k | 50.54 |
|
|
| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $159k | 1.2k | 132.24 |
|
|
| Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB) | 0.1 | $143k | -3% | 2.9k | 50.04 |
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.1 | $141k | +40% | 146.00 | 965.00 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.1 | $131k | 372.00 | 353.33 |
|
|
| Lumentum Hldgs Stock (LITE) | 0.0 | $123k | +62% | 143.00 | 858.06 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.0 | $111k | 311.00 | 357.37 |
|
|
| Us Foods Hldg Corp Stock (USFD) | 0.0 | $102k | 1.0k | 102.25 |
|
|
| Costco Wholesale Corporation Stock (COST) | 0.0 | $85k | 91.00 | 935.47 |
|
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $74k | 128.00 | 580.91 |
|
|
| Public Svc Enterprise Group Stock (PEG) | 0.0 | $73k | 900.00 | 81.16 |
|
|
| Ttm Technologies Stock (TTMI) | 0.0 | $71k | +78% | 377.00 | 187.02 |
|
| Microsoft Corp Stock (MSFT) | 0.0 | $68k | 183.00 | 373.02 |
|
|
| Nucor Corp Stock (NUE) | 0.0 | $64k | 289.00 | 222.75 |
|
|
| 3M Stock (MMM) | 0.0 | $63k | 388.00 | 161.91 |
|
|
| Xtrackers S&p 500 Scored & Screened Etf Etf (SNPE) | 0.0 | $62k | 896.00 | 68.86 |
|
|
| Invesco Bulletshares 2033 Corporate Bond Etf Etf (BSCX) | 0.0 | $59k | -13% | 2.8k | 21.05 |
|
| Flexshares Stoxx Global Esg Select Index Fund Etf (ESGG) | 0.0 | $58k | 247.00 | 233.14 |
|
|
| Vicor Corp Stock (VICR) | 0.0 | $56k | +70% | 147.00 | 379.78 |
|
| Teradyne Stock (TER) | 0.0 | $55k | +42% | 114.00 | 483.84 |
|
| Schwab Charles Corp Stock (SCHW) | 0.0 | $52k | 565.00 | 92.27 |
|
|
| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $51k | +332% | 428.00 | 119.52 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.0 | $49k | 149.00 | 327.33 |
|
|
| Coherent Corp Stock (COHR) | 0.0 | $48k | +27% | 121.00 | 394.47 |
|
| Maxlinear Stock (MXL) | 0.0 | $48k | NEW | 371.00 | 128.03 |
|
| Western Digital Corp Stock (WDC) | 0.0 | $47k | +30% | 73.00 | 638.73 |
|
| Dicks Sporting Goods Stock (DKS) | 0.0 | $45k | -89% | 196.00 | 226.81 |
|
| Ford Mtr Stock (F) | 0.0 | $44k | -87% | 3.2k | 13.90 |
|
| Broadcom Stock (AVGO) | 0.0 | $42k | 111.00 | 377.75 |
|
|
| Evergy Stock (EVRG) | 0.0 | $41k | 478.00 | 86.43 |
|
|
| Bloom Energy Corp Com Cl A Stock (BE) | 0.0 | $41k | +51% | 135.00 | 302.70 |
|
| Viavi Solutions Stock (VIAV) | 0.0 | $41k | +83% | 852.00 | 47.75 |
|
| Space Exploration Techn Corp Class A Com Stk Stock (SPCX) | 0.0 | $39k | NEW | 230.00 | 170.86 |
|
| MKS Stock (MKSI) | 0.0 | $39k | +47% | 87.00 | 444.80 |
|
| Intel Corp Stock (INTC) | 0.0 | $37k | +167% | 267.00 | 139.63 |
|
| Comfort Sys Usa Stock (FIX) | 0.0 | $36k | +63% | 18.00 | 1981.94 |
|
| Ciena Corp Stock (CIEN) | 0.0 | $35k | +57% | 71.00 | 490.56 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.0 | $34k | 60.00 | 563.28 |
|
|
| Target Corp Stock (TGT) | 0.0 | $33k | 251.00 | 130.61 |
|
|
| Rtx Corporation Stock (RTX) | 0.0 | $32k | 170.00 | 189.73 |
|
|
| Vishay Intertechnology Stock (VSH) | 0.0 | $32k | NEW | 596.00 | 53.78 |
|
| Sitime Corp Stock (SITM) | 0.0 | $31k | +50% | 42.00 | 745.57 |
|
| Kla Corp Stock (KLAC) | 0.0 | $30k | +900% | 100.00 | 301.71 |
|
| Myr Group Stock (MYRG) | 0.0 | $30k | NEW | 60.00 | 500.40 |
|
| Arrowhead Pharmaceuticals Stock (ARWR) | 0.0 | $28k | +80% | 345.00 | 81.51 |
|
| Ishares Esg Select Screened S&p 500 Etf Etf (XVV) | 0.0 | $28k | 493.00 | 56.79 |
|
|
| Kaiser Aluminium Corporation Com Par 0.01 Stock (KALU) | 0.0 | $28k | +52% | 143.00 | 195.63 |
|
| Caterpillar Stock (CAT) | 0.0 | $28k | 26.00 | 1064.88 |
|
|
| Cummins Stock (CMI) | 0.0 | $27k | 38.00 | 713.21 |
|
|
| Formfactor Stock (FORM) | 0.0 | $27k | +76% | 169.00 | 159.93 |
|
| Kulicke & Soffa Inds Stock (KLIC) | 0.0 | $27k | +61% | 200.00 | 133.76 |
|
| Exxonmobil Holdings Corp Stock | 0.0 | $26k | NEW | 192.00 | 136.72 |
|
| Invesco S&p Global Water Index Etf Etf (CGW) | 0.0 | $26k | 395.00 | 65.73 |
|
|
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $26k | 115.00 | 222.88 |
|
|
| Prudential Finl Stock (PRU) | 0.0 | $25k | 235.00 | 107.93 |
|
|
| Visa Inc Com Cl A Stock (V) | 0.0 | $24k | 71.00 | 343.08 |
|
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.0 | $24k | 71.00 | 330.46 |
|
|
| Cencora Stock (COR) | 0.0 | $23k | -98% | 82.00 | 282.98 |
|
| Ishares Global Clean Energy Etf Etf (ICLN) | 0.0 | $22k | 1.1k | 20.49 |
|
|
| Bwx Technologies Stock (BWXT) | 0.0 | $22k | 112.00 | 194.65 |
|
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $22k | NEW | 29.00 | 748.90 |
|
| Advanced Energy Inds Stock (AEIS) | 0.0 | $21k | +58% | 57.00 | 372.88 |
|
| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.0 | $21k | +3% | 604.00 | 34.81 |
|
| State Street Spdr S&p 500 Etf Etf (SPY) | 0.0 | $21k | NEW | 28.00 | 746.79 |
|
| Albemarle Corp Stock (ALB) | 0.0 | $20k | +68% | 147.00 | 135.03 |
|
| Alcoa Corp Stock (AA) | 0.0 | $20k | +60% | 379.00 | 52.14 |
|
| Gilead Sciences Stock (GILD) | 0.0 | $20k | -99% | 156.00 | 126.34 |
|
| Century Alum Stock (CENX) | 0.0 | $20k | +74% | 424.00 | 46.01 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.0 | $19k | 37.00 | 513.59 |
|
|
| Starbucks Corp Stock (SBUX) | 0.0 | $19k | 182.00 | 102.19 |
|
|
| Applied Matls Stock (AMAT) | 0.0 | $18k | 25.00 | 723.00 |
|
|
| Lowes Cos Stock (LOW) | 0.0 | $18k | 80.00 | 220.49 |
|
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $17k | -98% | 142.00 | 116.67 |
|
| Nabors Industries Stock (NBR) | 0.0 | $17k | +76% | 196.00 | 84.01 |
|
| Heico Corp New Cl A Stock (HEI.A) | 0.0 | $16k | 61.00 | 257.92 |
|
|
| Diodes Stock (DIOD) | 0.0 | $15k | NEW | 141.00 | 109.44 |
|
| Trueshares Technology, Ai & Deep Learning Etf Etf (LRNZ) | 0.0 | $15k | -45% | 237.00 | 64.53 |
|
| American Express Stock (AXP) | 0.0 | $15k | 44.00 | 338.25 |
|
|
| Citigroup Stock (C) | 0.0 | $14k | 103.00 | 139.96 |
|
|
| General Dynamics Corp Stock (GD) | 0.0 | $14k | 40.00 | 354.25 |
|
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.0 | $14k | NEW | 441.00 | 31.71 |
|
| Howmet Aerospace Stock (HWM) | 0.0 | $14k | 52.00 | 268.87 |
|
|
| Mckesson Corp Stock (MCK) | 0.0 | $14k | 18.00 | 755.61 |
|
|
| Progressive Corp Stock (PGR) | 0.0 | $13k | 61.00 | 218.44 |
|
|
| Oreilly Automotive Stock (ORLY) | 0.0 | $12k | 135.00 | 92.09 |
|
|
| Vanguard Growth Etf Etf (VUG) | 0.0 | $12k | NEW | 144.00 | 86.14 |
|
| Morgan Stanley Stock (MS) | 0.0 | $12k | 58.00 | 209.03 |
|
|
| Trump Media & Technology Group Wt Exp 032529 Stock (DJTWW) | 0.0 | $12k | 3.8k | 3.19 |
|
|
| Ge Aerospace Stock (GE) | 0.0 | $12k | 32.00 | 373.72 |
|
|
| Fastly Inc Cl A Stock (FSLY) | 0.0 | $12k | +60% | 651.00 | 18.36 |
|
| Monster Beverage Corp Stock (MNST) | 0.0 | $12k | 122.00 | 96.12 |
|
|
| Wisdomtree Cloud Computing Fund Etf (WCLD) | 0.0 | $11k | -42% | 354.00 | 32.06 |
|
| Flex Ltd Ord Stock (FLEX) | 0.0 | $11k | NEW | 68.00 | 162.07 |
|
| Linde Stock (LIN) | 0.0 | $11k | 21.00 | 518.95 |
|
|
| Axcelis Technologies Stock (ACLS) | 0.0 | $11k | 57.00 | 189.46 |
|
|
| Grayscale Bitcoin Trust Etf Etf (GBTC) | 0.0 | $11k | 235.00 | 45.52 |
|
|
| Ultra Clean Hldgs Stock (UCTT) | 0.0 | $11k | NEW | 75.00 | 142.59 |
|
| Transdigm Group Stock (TDG) | 0.0 | $11k | 8.00 | 1332.00 |
|
|
| Northrop Grumman Corp Stock (NOC) | 0.0 | $10k | 20.00 | 509.30 |
|
|
| Tjx Cos Stock (TJX) | 0.0 | $10k | 66.00 | 151.50 |
|
|
| Babcock & Wilcox Enterprises Stock (BW) | 0.0 | $10k | +42% | 709.00 | 14.10 |
|
| Wells Fargo & Co Stock (WFC) | 0.0 | $9.3k | 113.00 | 82.64 |
|
|
| Infleqtion Stock (INFQ) | 0.0 | $9.3k | NEW | 700.00 | 13.32 |
|
| Ishares Russell Midcap Etf Etf (IWR) | 0.0 | $9.2k | NEW | 83.00 | 110.33 |
|
| Booking Holdings Stock (BKNG) | 0.0 | $8.9k | +2400% | 50.00 | 178.24 |
|
| Applied Optoelectronics Stock (AAOI) | 0.0 | $8.9k | +71% | 60.00 | 148.17 |
|
| Welltower Reit (WELL) | 0.0 | $8.9k | 39.00 | 226.97 |
|
|
| Arista Networks Stock (ANET) | 0.0 | $8.8k | 52.00 | 169.88 |
|
|
| Live Nation Entertainment Stock (LYV) | 0.0 | $8.8k | 48.00 | 183.10 |
|
|
| Dell Technologies Inc Cl C Stock (DELL) | 0.0 | $8.6k | -98% | 20.00 | 431.45 |
|
| Vulcan Matls Stock (VMC) | 0.0 | $8.6k | 29.00 | 295.00 |
|
|
| Anheuser Busch Inbev Sa Nv Adr (BUD) | 0.0 | $8.2k | 100.00 | 82.40 |
|
|
| Avantis International Small Cap Value Etf Etf (AVDV) | 0.0 | $8.0k | NEW | 78.00 | 103.05 |
|
| Markel Group Stock (MKL) | 0.0 | $7.8k | 4.00 | 1953.00 |
|
|
| Southern Stock (SO) | 0.0 | $7.8k | 81.00 | 95.72 |
|
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $7.5k | 30.00 | 248.37 |
|
|
| The Cigna Group Stock (CI) | 0.0 | $7.4k | 27.00 | 275.67 |
|
|
| Eaton Corp Stock (ETN) | 0.0 | $7.2k | 17.00 | 426.12 |
|
|
| Sonoco Prods Stock (SON) | 0.0 | $7.2k | 128.00 | 56.35 |
|
|
| Prologis Reit (PLD) | 0.0 | $7.2k | 53.00 | 135.47 |
|
|
| Chubb Stock (CB) | 0.0 | $7.2k | 21.00 | 340.76 |
|
|
| Exelon Corp Stock (EXC) | 0.0 | $7.0k | 150.00 | 46.62 |
|
|
| Sterling Infrastructure Stock (STRL) | 0.0 | $6.7k | NEW | 8.00 | 839.38 |
|
| Forum Energy Technologies Stock (FET) | 0.0 | $6.7k | +43% | 133.00 | 50.23 |
|
| Edison Intl Stock (EIX) | 0.0 | $6.6k | 89.00 | 74.45 |
|
|
| Quanta Svcs Stock (PWR) | 0.0 | $6.5k | 9.00 | 720.00 |
|
|
| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.0 | $6.4k | 336.00 | 19.12 |
|
|
| Iqvia Hldgs Stock (IQV) | 0.0 | $6.4k | 33.00 | 193.21 |
|
|
| Ppg Inds Stock (PPG) | 0.0 | $6.1k | 50.00 | 121.30 |
|
|
| W & T Offshore Stock (WTI) | 0.0 | $5.9k | NEW | 1.9k | 3.15 |
|
| Super Micro Computer Stock (SMCI) | 0.0 | $5.9k | 200.00 | 29.33 |
|
|
| Oracle Corp Stock (ORCL) | 0.0 | $5.9k | 40.00 | 146.55 |
|
|
| Axt Stock (AXTI) | 0.0 | $5.8k | NEW | 81.00 | 72.07 |
|
| Nasdaq Stock (NDAQ) | 0.0 | $5.8k | 74.00 | 78.82 |
|
|
| Millicom Intl Cellular S A Com Stk Stock (TIGO) | 0.0 | $5.8k | -71% | 64.00 | 90.77 |
|
| Bank Ozk Little Rock Ark Stock (OZK) | 0.0 | $5.7k | 110.00 | 52.09 |
|
|
| Nnn Reit Reit (NNN) | 0.0 | $5.6k | 120.00 | 46.53 |
|
|
| Copart Stock (CPRT) | 0.0 | $5.6k | 198.00 | 28.19 |
|
|
| Prosperity Bancshares Stock (PB) | 0.0 | $5.5k | 75.00 | 73.03 |
|
|
| Johnson Ctls Intl Stock (JCI) | 0.0 | $5.4k | 37.00 | 146.11 |
|
|
| Brown & Brown Stock (BRO) | 0.0 | $5.4k | 84.00 | 64.15 |
|
|
| United Parcel Svcs Inc Cl B Stock (UPS) | 0.0 | $5.4k | 50.00 | 107.50 |
|
|
| Nu Hldgs Ltd Ord Shs Cl A Stock (NU) | 0.0 | $5.2k | 391.00 | 13.36 |
|
|
| Equinix Reit (EQIX) | 0.0 | $5.2k | 5.00 | 1042.40 |
|
|
| Duke Energy Corp Stock (DUK) | 0.0 | $5.1k | 40.00 | 126.58 |
|
|
| Draftkings Inc New Com Cl A Stock (DKNG) | 0.0 | $5.1k | 200.00 | 25.26 |
|
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $5.0k | 10.00 | 496.70 |
|
|
| Corning Stock (GLW) | 0.0 | $4.9k | 19.00 | 255.42 |
|
|
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $4.8k | 13.00 | 370.62 |
|
|
| Dominion Energy Stock (D) | 0.0 | $4.8k | 70.00 | 68.29 |
|
|
| State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 0.0 | $4.7k | 70.00 | 67.56 |
|
|
| Valero Energy Corp Stock (VLO) | 0.0 | $4.7k | 18.00 | 260.44 |
|
|
| Roper Technologies Stock (ROP) | 0.0 | $4.4k | 13.00 | 338.38 |
|
|
| Motorola Solutions Stock (MSI) | 0.0 | $4.2k | 10.00 | 415.30 |
|
|
| Cardinal Health Stock (CAH) | 0.0 | $4.0k | 17.00 | 237.59 |
|
|
| Nextera Energy Stock (NEE) | 0.0 | $4.0k | 46.00 | 87.76 |
|
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 0.0 | $4.0k | -94% | 20.00 | 197.60 |
|
| Hca Healthcare Stock (HCA) | 0.0 | $3.9k | 10.00 | 389.90 |
|
|
| Phillips 66 Stock (PSX) | 0.0 | $3.9k | 23.00 | 169.04 |
|
|
| Ross Stores Stock (ROST) | 0.0 | $3.8k | 18.00 | 212.83 |
|
|
| Fedex Corp Stock (FDX) | 0.0 | $3.8k | 12.00 | 313.17 |
|
|
| Bjs Whsl Club Hldgs Stock (BJ) | 0.0 | $3.7k | 42.00 | 87.21 |
|
|
| Elevance Health Inc Formerly A Stock (ELV) | 0.0 | $3.5k | 9.00 | 386.78 |
|
|
| Unitedhealth Group Stock (UNH) | 0.0 | $3.3k | 8.00 | 415.62 |
|
|
| Flowers Foods Stock (FLO) | 0.0 | $3.2k | 400.00 | 7.90 |
|
|
| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.0 | $2.9k | -67% | 108.00 | 26.66 |
|
| Keysight Technologies Stock (KEYS) | 0.0 | $2.8k | 8.00 | 350.12 |
|
|
| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $2.8k | 20.00 | 139.10 |
|
|
| Vanguard Value Etf Etf (VTV) | 0.0 | $2.2k | 10.00 | 217.90 |
|
|
| Newmont Corp Stock (NEM) | 0.0 | $2.1k | -85% | 22.00 | 93.41 |
|
| Solaredge Technologies Stock (SEDG) | 0.0 | $1.9k | 32.00 | 58.44 |
|
|
| Disney Walt Stock (DIS) | 0.0 | $1.8k | 19.00 | 96.26 |
|
|
| Carmax Stock (KMX) | 0.0 | $1.7k | 33.00 | 52.88 |
|
|
| Halliburton Stock (HAL) | 0.0 | $1.7k | 50.00 | 33.96 |
|
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.0 | $1.6k | 10.00 | 164.30 |
|
|
| T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF) | 0.0 | $1.3k | 31.00 | 41.10 |
|
|
| Grayscale Bitcoin Mini Trust Etf Etf (BTC) | 0.0 | $1.2k | 47.00 | 25.96 |
|
|
| Lululemon Athletica Stock (LULU) | 0.0 | $1.1k | 10.00 | 114.20 |
|
|
| Versant Media Group Inc Com Cl A Stock (VSNT) | 0.0 | $1.0k | -54% | 29.00 | 36.00 |
|
| Four Corners Ppty Tr Reit (FCPT) | 0.0 | $907.998500 | NEW | 37.00 | 24.54 |
|
| Under Armour Inc Cl A Stock (UAA) | 0.0 | $767.004000 | 120.00 | 6.39 |
|
|
| Under Armour Inc Cl C Stock (UA) | 0.0 | $746.004000 | 120.00 | 6.22 |
|
|
| Rum Group Inc Com Cl A Stock (RUM) | 0.0 | $254.000000 | 40.00 | 6.35 |
|
|
| Hershey Stock (HSY) | 0.0 | $175.000000 | 1.00 | 175.00 |
|
|
| General Mills Stock (GIS) | 0.0 | $35.000000 | 1.00 | 35.00 |
|
|
| Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) | 0.0 | $27.000000 | 1.00 | 27.00 |
|
Past Filings by Carolina Wealth Advisors
SEC 13F filings are viewable for Carolina Wealth Advisors going back to 2019
- Carolina Wealth Advisors 2026 Q2 filed July 9, 2026
- 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