Carolina Wealth Advisors
Latest statistics and disclosures from Carolina Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BLV, SCHP, AVGO, DKS, RDN, and represent 37.57% of Carolina Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BSCX, PINC, BLV, SCHP, F, IGLB, SSTK, SCHF, SPY, WMT.
- Started 9 new stock positions in VRTS, DHI, QQQ, PDP, GM, EXC, BWXT, ACN, VYX.
- Reduced shares in these 10 stocks: WSM (-$6.5M), TXN (-$6.1M), BG (-$5.6M), GOLD, BSCO, , CEIX, HWKN, AVGO, PLUS.
- Sold out of its positions in AWK, BHE, BA, BKE, CMC, PLUS, GHC, HAFC, HWKN, HD.
- Carolina Wealth Advisors was a net seller of stock by $-25M.
- Carolina Wealth Advisors has $185M in assets under management (AUM), dropping by -4.40%.
- 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 ExcelPortfolio Holdings for Carolina Wealth Advisors
Carolina Wealth Advisors holds 222 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Long-term Bond Etf Etf (BLV) | 13.4 | $25M | +7% | 343k | 72.33 |
|
Schwab Us Tips Etf Etf (SCHP) | 10.6 | $20M | +6% | 376k | 52.16 |
|
Broadcom Stock (AVGO) | 4.8 | $8.9M | -7% | 6.7k | 1325.41 |
|
Dicks Sporting Goods Stock (DKS) | 4.4 | $8.1M | -3% | 36k | 224.86 |
|
Radian Group Stock (RDN) | 4.3 | $7.9M | 237k | 33.47 |
|
|
Fastenal Stock (FAST) | 4.1 | $7.5M | -5% | 98k | 77.14 |
|
Abbvie Stock (ABBV) | 4.0 | $7.4M | -5% | 40k | 182.10 |
|
Packaging Corp Amer Stock (PKG) | 3.7 | $6.9M | -4% | 36k | 189.78 |
|
Williams Sonoma Stock (WSM) | 3.6 | $6.6M | -49% | 21k | 317.53 |
|
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB) | 3.4 | $6.4M | +5% | 124k | 51.51 |
|
Premier Inc Cl A Stock (PINC) | 3.2 | $5.8M | +79% | 265k | 22.10 |
|
Shutterstock Stock (SSTK) | 2.8 | $5.2M | +3% | 114k | 45.81 |
|
Schwab U.s. Small-cap Etf Etf (SCHA) | 2.6 | $4.9M | 99k | 49.24 |
|
|
Schwab U.s. Large-cap Etf Etf (SCHX) | 2.6 | $4.8M | -3% | 78k | 62.06 |
|
Invesco Bulletshares 2033 Corporate Bond Etf Etf (BSCX) | 2.5 | $4.7M | +2471% | 224k | 20.85 |
|
City Hldg Stock (CHCO) | 2.5 | $4.6M | -5% | 45k | 104.22 |
|
Schwab U.s. Mid-cap Etf Etf (SCHM) | 2.2 | $4.1M | 51k | 81.43 |
|
|
Conagra Brands Stock (CAG) | 2.2 | $4.0M | -5% | 135k | 29.64 |
|
Infosys Adr (INFY) | 2.1 | $3.9M | -5% | 217k | 17.93 |
|
Employers Hldgs Stock (EIG) | 1.9 | $3.6M | -5% | 79k | 45.39 |
|
Schwab International Equity Etf Etf (SCHF) | 1.6 | $3.0M | +4% | 77k | 39.02 |
|
Celestica Inc Sub Vtg Stock (CLS) | 1.1 | $2.0M | 45k | 44.94 |
|
|
Ford Mtr Co Del Stock (F) | 0.6 | $1.1M | +57% | 80k | 13.28 |
|
Schwab International Small-cap Equity Etf Etf (SCHC) | 0.5 | $992k | +8% | 28k | 35.80 |
|
Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.5 | $974k | +9% | 39k | 25.25 |
|
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO) | 0.5 | $938k | -82% | 45k | 20.97 |
|
Caleres Stock (CAL) | 0.5 | $934k | 23k | 41.03 |
|
|
Pulte Group Stock (PHM) | 0.5 | $866k | 7.2k | 120.62 |
|
|
Liveramp Hldgs Stock (RAMP) | 0.5 | $848k | 25k | 34.50 |
|
|
Paccar Stock (PCAR) | 0.4 | $818k | 6.6k | 123.89 |
|
|
Forestar Group Stock (FOR) | 0.4 | $784k | 20k | 40.19 |
|
|
Loews Corp Stock (L) | 0.4 | $733k | 9.4k | 78.29 |
|
|
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) | 0.4 | $732k | +7% | 7.7k | 95.50 |
|
Oshkosh Corp Stock (OSK) | 0.4 | $718k | 5.8k | 124.71 |
|
|
Trip Com Group Ltd Ads Adr (TCOM) | 0.4 | $709k | 16k | 43.89 |
|
|
Owens Corning Stock (OC) | 0.4 | $699k | 4.2k | 166.80 |
|
|
Openlane Stock (KAR) | 0.4 | $693k | 40k | 17.30 |
|
|
Greenbrier Cos Stock (GBX) | 0.4 | $688k | 13k | 52.10 |
|
|
Post Hldgs Stock (POST) | 0.4 | $682k | 6.4k | 106.28 |
|
|
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $664k | 1.6k | 420.52 |
|
|
Copa Holdings Sa Cl A Stock (CPA) | 0.3 | $630k | 6.1k | 104.16 |
|
|
Renaissancere Hldgs Stock (RNR) | 0.3 | $626k | 2.7k | 235.03 |
|
|
Bread Financial Holdings Stock (BFH) | 0.3 | $626k | 17k | 37.24 |
|
|
Molson Coors Beverage Co Cl B Stock (TAP) | 0.3 | $624k | 9.3k | 67.25 |
|
|
Apple Stock (AAPL) | 0.3 | $603k | 3.5k | 171.49 |
|
|
Enersys Stock (ENS) | 0.3 | $594k | 6.3k | 94.46 |
|
|
Delta Air Lines Inc Del Stock (DAL) | 0.3 | $588k | 12k | 47.87 |
|
|
Prudential Finl Stock (PRU) | 0.3 | $585k | 5.0k | 117.42 |
|
|
Twilio Inc Cl A Stock (TWLO) | 0.3 | $527k | 8.6k | 61.15 |
|
|
United Airls Hldgs Stock (UAL) | 0.3 | $520k | 11k | 47.88 |
|
|
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) | 0.3 | $508k | +6% | 3.4k | 148.44 |
|
Fresh Del Monte Produce Inc Ord Stock (FDP) | 0.3 | $478k | 18k | 25.91 |
|
|
Barrick Gold Corp Stock (GOLD) | 0.2 | $433k | -91% | 26k | 16.64 |
|
Msc Indl Direct Inc Cl A Stock (MSM) | 0.2 | $386k | +3% | 4.0k | 97.04 |
|
Amazon Stock (AMZN) | 0.2 | $342k | -6% | 1.9k | 180.38 |
|
International Business Machs Stock (IBM) | 0.2 | $317k | -4% | 1.7k | 190.96 |
|
Mastercard Incorporated Cl A Stock (MA) | 0.2 | $302k | 627.00 | 481.57 |
|
|
Verizon Communications Stock (VZ) | 0.2 | $299k | +2% | 7.1k | 41.96 |
|
Schwab U.s. Broad Market Etf Etf (SCHB) | 0.2 | $292k | -11% | 4.8k | 61.06 |
|
British Amern Tob Adr (BTI) | 0.2 | $282k | +5% | 9.2k | 30.50 |
|
Tesla Stock (TSLA) | 0.1 | $216k | 1.2k | 175.79 |
|
|
Aon Plc Shs Cl A Stock (AON) | 0.1 | $178k | 532.00 | 333.72 |
|
|
Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $175k | 1.9k | 93.19 |
|
|
Walmart Stock (WMT) | 0.1 | $167k | +277% | 2.8k | 60.17 |
|
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) | 0.1 | $163k | 4.0k | 40.27 |
|
|
Spdr S&p 500 Etf Trust Etf (SPY) | 0.1 | $163k | +409% | 311.00 | 523.07 |
|
Costco Whsl Corp Stock (COST) | 0.1 | $147k | 201.00 | 732.63 |
|
|
Microsoft Corp Stock (MSFT) | 0.1 | $129k | 307.00 | 420.72 |
|
|
Merck & Co Stock (MRK) | 0.1 | $122k | -19% | 927.00 | 131.95 |
|
Procter And Gamble Stock (PG) | 0.1 | $115k | +10% | 710.00 | 162.25 |
|
Warrior Met Coal Stock (HCC) | 0.1 | $112k | 1.9k | 60.70 |
|
|
Visa Inc Com Cl A Stock (V) | 0.1 | $111k | 398.00 | 279.08 |
|
|
Church & Dwight Stock (CHD) | 0.1 | $107k | 1.0k | 104.31 |
|
|
Trump Media & Technology Group Wt Exp 032529 Stock (DJTWW) | 0.1 | $105k | 3.8k | 27.40 |
|
|
Nucor Corp Stock (NUE) | 0.1 | $98k | 497.00 | 197.90 |
|
|
Matson Stock (MATX) | 0.1 | $98k | 871.00 | 112.40 |
|
|
Par Pac Holdings Stock (PARR) | 0.1 | $97k | 2.6k | 37.06 |
|
|
General Mtrs Stock (GM) | 0.0 | $92k | NEW | 2.0k | 45.35 |
|
Nvidia Corporation Stock (NVDA) | 0.0 | $90k | +102% | 99.00 | 903.56 |
|
United States Stl Corp Stock (X) | 0.0 | $89k | 2.2k | 40.78 |
|
|
Boise Cascade Co Del Stock (BCC) | 0.0 | $89k | -28% | 579.00 | 153.37 |
|
Pepsico Stock (PEP) | 0.0 | $88k | 500.00 | 175.01 |
|
|
Target Corp Stock (TGT) | 0.0 | $87k | 489.00 | 177.21 |
|
|
Balchem Corp Stock (BCPC) | 0.0 | $85k | 548.00 | 154.95 |
|
|
Lumen Technologies Stock (LUMN) | 0.0 | $84k | +158% | 54k | 1.56 |
|
Viatris Stock (VTRS) | 0.0 | $83k | 7.0k | 11.94 |
|
|
Ryder Sys Stock (R) | 0.0 | $82k | -29% | 684.00 | 120.19 |
|
Enova Intl Stock (ENVA) | 0.0 | $80k | 1.3k | 62.83 |
|
|
Upbound Group Stock (UPBD) | 0.0 | $80k | 2.3k | 35.21 |
|
|
Steel Dynamics Stock (STLD) | 0.0 | $78k | 525.00 | 148.23 |
|
|
Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.0 | $77k | -16% | 513.00 | 150.93 |
|
Vital Energy Stock (VTLE) | 0.0 | $77k | 1.5k | 52.54 |
|
|
Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $70k | 277.00 | 252.31 |
|
|
Vanguard Information Technology Etf Etf (VGT) | 0.0 | $69k | -6% | 132.00 | 524.33 |
|
Ppg Inds Stock (PPG) | 0.0 | $68k | 469.00 | 144.90 |
|
|
Ncr Voyix Corporation Stock (VYX) | 0.0 | $67k | NEW | 5.3k | 12.63 |
|
Invesco Qqq Trust Series I Etf (QQQ) | 0.0 | $65k | NEW | 146.00 | 444.01 |
|
Xtrackers S&p 500 Esg Etf Etf (SNPE) | 0.0 | $63k | 1.3k | 47.83 |
|
|
Eli Lilly & Co Stock (LLY) | 0.0 | $63k | 81.00 | 777.95 |
|
|
Callon Pete Co Del Stock (CPE) | 0.0 | $63k | 1.8k | 35.76 |
|
|
Flexshares Stoxx Global Esg Select Index Fund Flexshares Stoxx Global Esg S Etf (ESGG) | 0.0 | $63k | 386.00 | 162.88 |
|
|
Public Svc Enterprise Grp Stock (PEG) | 0.0 | $60k | 900.00 | 66.78 |
|
|
Us Foods Hldg Corp Stock (USFD) | 0.0 | $54k | 1.0k | 53.97 |
|
|
Lowes Cos Stock (LOW) | 0.0 | $53k | -28% | 208.00 | 254.73 |
|
3M Stock (MMM) | 0.0 | $53k | 498.00 | 106.07 |
|
|
Bank America Corp Stock (BAC) | 0.0 | $53k | -3% | 1.4k | 37.92 |
|
Avis Budget Group Stock (CAR) | 0.0 | $45k | 365.00 | 122.46 |
|
|
Southern Stock (SO) | 0.0 | $43k | 594.00 | 71.74 |
|
|
Royal Caribbean Group Stock (RCL) | 0.0 | $41k | 298.00 | 139.01 |
|
|
Schwab Charles Corp Stock (SCHW) | 0.0 | $41k | 565.00 | 72.34 |
|
|
Chevron Corp Stock (CVX) | 0.0 | $40k | 253.00 | 157.74 |
|
|
Disney Walt Stock (DIS) | 0.0 | $39k | -31% | 318.00 | 122.36 |
|
Invesco Dorsey Wright Momentum Etf Etf (PDP) | 0.0 | $39k | NEW | 393.00 | 98.78 |
|
Johnson & Johnson Stock (JNJ) | 0.0 | $38k | 240.00 | 158.19 |
|
|
Columbia U.s. Esg Equity Income Etf Etf (ESGS) | 0.0 | $36k | 805.00 | 44.53 |
|
|
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 0.0 | $36k | 670.00 | 53.34 |
|
|
Meta Platforms Inc Cl A Stock (META) | 0.0 | $34k | 70.00 | 485.57 |
|
|
Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $31k | 200.00 | 152.26 |
|
|
Invesco S&p Global Water Index Etf Etf (CGW) | 0.0 | $29k | 518.00 | 55.53 |
|
|
Jpmorgan Chase & Co Stock (JPM) | 0.0 | $28k | +40% | 139.00 | 200.29 |
|
Coca Cola Stock (KO) | 0.0 | $27k | 446.00 | 61.18 |
|
|
Evergy Stock (EVRG) | 0.0 | $26k | 478.00 | 53.38 |
|
|
Waste Mgmt Inc Del Stock (WM) | 0.0 | $25k | 115.00 | 213.15 |
|
|
Starbucks Corp Stock (SBUX) | 0.0 | $23k | 255.00 | 91.39 |
|
|
Ishares Morningstar Mid-cap Value Etf Etf (IMCV) | 0.0 | $22k | 300.00 | 72.55 |
|
|
Ishares Global Clean Energy Etf Etf (ICLN) | 0.0 | $22k | 1.5k | 13.98 |
|
|
Duke Energy Corp Stock (DUK) | 0.0 | $19k | 197.00 | 96.71 |
|
|
Consol Energy Stock (CEIX) | 0.0 | $18k | -97% | 215.00 | 83.76 |
|
Trueshares Technology, Ai & Deep Learning Etf Etf (LRNZ) | 0.0 | $17k | -12% | 427.00 | 39.09 |
|
Wisdomtree Cloud Computing Fund Etf (WCLD) | 0.0 | $17k | 479.00 | 34.82 |
|
|
Advanced Micro Devices Stock (AMD) | 0.0 | $16k | 90.00 | 180.49 |
|
|
Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $16k | 50.00 | 320.58 |
|
|
Utz Brands Inc Com Cl A Stock (UTZ) | 0.0 | $15k | 800.00 | 18.44 |
|
|
Nike Inc Cl B Stock (NKE) | 0.0 | $14k | 150.00 | 93.98 |
|
|
Virtus Invt Partners Stock (VRTS) | 0.0 | $14k | NEW | 56.00 | 247.96 |
|
Cencora Stock (COR) | 0.0 | $14k | 57.00 | 242.98 |
|
|
Martin Marietta Matls Stock (MLM) | 0.0 | $12k | 20.00 | 613.90 |
|
|
Mcdonalds Corp Stock (MCD) | 0.0 | $12k | 41.00 | 281.93 |
|
|
Sherwin Williams Stock (SHW) | 0.0 | $12k | 33.00 | 347.30 |
|
|
Magna Intl Stock (MGA) | 0.0 | $11k | -44% | 200.00 | 54.48 |
|
Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $11k | 40.00 | 271.75 |
|
|
Southern Copper Corp Stock (SCCO) | 0.0 | $11k | 100.00 | 106.52 |
|
|
Coterra Energy Stock (CTRA) | 0.0 | $11k | 380.00 | 27.88 |
|
|
Enbridge Stock (ENB) | 0.0 | $10k | 280.00 | 36.18 |
|
|
Altria Group Stock (MO) | 0.0 | $9.8k | 225.00 | 43.62 |
|
|
Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $9.7k | NEW | 28.00 | 346.61 |
|
Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.0 | $9.5k | -35% | 125.00 | 75.98 |
|
Cummins Stock (CMI) | 0.0 | $8.8k | 30.00 | 294.63 |
|
|
General Mls Stock (GIS) | 0.0 | $8.8k | 126.00 | 69.97 |
|
|
Palo Alto Networks Stock (PANW) | 0.0 | $8.5k | 30.00 | 284.10 |
|
|
Iqvia Hldgs Stock (IQV) | 0.0 | $8.3k | 33.00 | 252.88 |
|
|
Carnival Corp Paired Ctf Stock (CCL) | 0.0 | $8.1k | 498.00 | 16.34 |
|
|
Salesforce Stock (CRM) | 0.0 | $7.8k | 26.00 | 301.15 |
|
|
Eog Res Stock (EOG) | 0.0 | $7.7k | 60.00 | 127.83 |
|
|
United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $7.4k | 50.00 | 148.62 |
|
|
Booking Holdings Stock (BKNG) | 0.0 | $7.3k | 2.00 | 3627.50 |
|
|
Kyndryl Hldgs Stock (KD) | 0.0 | $7.2k | 332.00 | 21.76 |
|
|
Marvell Technology Stock (MRVL) | 0.0 | $7.1k | 100.00 | 70.88 |
|
|
Vanguard Mid-cap Value Etf Etf (VOE) | 0.0 | $6.7k | -62% | 43.00 | 155.91 |
|
Colgate Palmolive Stock (CL) | 0.0 | $6.7k | 74.00 | 90.04 |
|
|
Sun Cmntys Reit (SUI) | 0.0 | $6.6k | 51.00 | 128.57 |
|
|
Wells Fargo Stock (WFC) | 0.0 | $6.5k | 113.00 | 57.96 |
|
|
Bwx Technologies Stock (BWXT) | 0.0 | $6.4k | NEW | 62.00 | 102.61 |
|
Applied Matls Stock (AMAT) | 0.0 | $6.2k | 30.00 | 206.20 |
|
|
Texas Instrs Stock (TXN) | 0.0 | $6.1k | -99% | 35.00 | 174.20 |
|
Anheuser Busch Inbev Sa Adr (BUD) | 0.0 | $6.1k | 100.00 | 60.78 |
|
|
Exelon Corp Stock (EXC) | 0.0 | $5.6k | NEW | 150.00 | 37.57 |
|
Gilead Sciences Stock (GILD) | 0.0 | $5.5k | 75.00 | 73.24 |
|
|
Trump Media & Technology Group Stock (DJT) | 0.0 | $5.5k | 88.00 | 61.95 |
|
|
Zimmer Biomet Holdings Stock (ZBH) | 0.0 | $5.3k | 40.00 | 131.97 |
|
|
Ge Aerospace Stock (GE) | 0.0 | $5.3k | -85% | 30.00 | 175.50 |
|
Sirius Xm Holdings Stock (SIRI) | 0.0 | $5.2k | 1.3k | 3.88 |
|
|
Ishares Msci India Etf Etf (INDA) | 0.0 | $5.2k | 100.00 | 51.59 |
|
|
Oracle Corp Stock (ORCL) | 0.0 | $5.0k | 40.00 | 125.60 |
|
|
D R Horton Stock (DHI) | 0.0 | $4.9k | NEW | 30.00 | 164.53 |
|
Elevance Health Stock (ELV) | 0.0 | $4.7k | 9.00 | 518.44 |
|
|
Micron Technology Stock (MU) | 0.0 | $4.6k | 39.00 | 117.87 |
|
|
Goldman Sachs Group Stock (GS) | 0.0 | $4.2k | 10.00 | 417.60 |
|
|
Iqiyi Adr (IQ) | 0.0 | $4.0k | 950.00 | 4.23 |
|
|
Unitedhealth Group Stock (UNH) | 0.0 | $4.0k | -73% | 8.00 | 494.62 |
|
Lululemon Athletica Stock (LULU) | 0.0 | $3.9k | 10.00 | 390.60 |
|
|
Maiden Holdings Stock (MHLD) | 0.0 | $3.8k | 1.7k | 2.25 |
|
|
Chewy Inc Cl A Stock (CHWY) | 0.0 | $3.8k | 238.00 | 15.91 |
|
|
Intel Corp Stock (INTC) | 0.0 | $3.8k | 85.00 | 44.16 |
|
|
Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $3.7k | 40.00 | 93.05 |
|
|
Norwegian Cruise Line Hldg Stock (NCLH) | 0.0 | $3.7k | 176.00 | 20.93 |
|
|
American Express Stock (AXP) | 0.0 | $3.6k | 16.00 | 227.69 |
|
|
Marriott Vacations Worldwide C Stock (VAC) | 0.0 | $2.9k | 27.00 | 107.70 |
|
|
Carmax Stock (KMX) | 0.0 | $2.9k | 33.00 | 87.09 |
|
|
Ishares Cybersecurity & Tech Etf Etf (IHAK) | 0.0 | $2.9k | 61.00 | 46.84 |
|
|
Solaredge Technologies Stock (SEDG) | 0.0 | $2.3k | 32.00 | 70.97 |
|
|
Halliburton Stock (HAL) | 0.0 | $2.0k | 50.00 | 39.42 |
|
|
Vanguard Value Etf Etf (VTV) | 0.0 | $1.6k | -41% | 10.00 | 162.80 |
|
Energy Select Sector Spdr Fund Etf (XLE) | 0.0 | $1.6k | 17.00 | 94.35 |
|
|
Hanesbrands Stock (HBI) | 0.0 | $1.4k | 248.00 | 5.80 |
|
|
Hasbro Stock (HAS) | 0.0 | $1.4k | 24.00 | 56.50 |
|
|
Albemarle Corp Stock (ALB) | 0.0 | $1.3k | 10.00 | 131.70 |
|
|
Canadian Nat Res Stock (CNQ) | 0.0 | $1.3k | 17.00 | 76.29 |
|
|
Penn Entertainment Stock (PENN) | 0.0 | $1.1k | 60.00 | 18.20 |
|
|
Cassava Sciences Stock (SAVA) | 0.0 | $972.998400 | 48.00 | 20.27 |
|
|
Under Armour Inc Cl A Stock (UAA) | 0.0 | $885.000000 | 120.00 | 7.38 |
|
|
Under Armour Inc Cl C Stock (UA) | 0.0 | $855.996000 | 120.00 | 7.13 |
|
|
Zoom Video Communications Inc Cl A Stock (ZM) | 0.0 | $849.000100 | 13.00 | 65.31 |
|
|
Gold Fields Adr (GFI) | 0.0 | $635.000000 | 40.00 | 15.88 |
|
|
Toronto Dominion Bk Ont Stock (TD) | 0.0 | $603.000000 | 10.00 | 60.30 |
|
|
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) | 0.0 | $567.000500 | 11.00 | 51.55 |
|
|
Spotify Technology S A Stock (SPOT) | 0.0 | $527.000000 | 2.00 | 263.50 |
|
|
HP Stock (HPQ) | 0.0 | $453.000000 | 15.00 | 30.20 |
|
|
Rumble Inc Com Cl A Stock (RUM) | 0.0 | $323.000000 | 40.00 | 8.07 |
|
|
Hewlett Packard Enterprise Stock (HPE) | 0.0 | $265.000500 | 15.00 | 17.67 |
|
|
National Health Invs Reit (NHI) | 0.0 | $251.000000 | 4.00 | 62.75 |
|
|
Tjx Cos Stock (TJX) | 0.0 | $202.000000 | 2.00 | 101.00 |
|
|
Hershey Stock (HSY) | 0.0 | $194.000000 | 1.00 | 194.00 |
|
|
Jetai Stock | 0.0 | $143.003000 | 155.00 | 0.92 |
|
|
Gopro Inc Cl A Stock (GPRO) | 0.0 | $133.002000 | 60.00 | 2.22 |
|
|
Jetai Inc Wt Exp 081033 Stock (JTAIZ) | 0.0 | $110.011200 | 246.00 | 0.45 |
|
|
Canopy Growth Corp Stock (CGC) | 0.0 | $86.000000 | 10.00 | 8.60 |
|
|
Zimvie Stock (ZIMV) | 0.0 | $65.000000 | 4.00 | 16.25 |
|
|
Rci Hospitality Hldgs Stock (RICK) | 0.0 | $58.000000 | 1.00 | 58.00 |
|
|
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) | 0.0 | $43.000000 | 1.00 | 43.00 |
|
|
Pharmacyte Biotech Stock | 0.0 | $4.000000 | 2.00 | 2.00 |
|
|
Vaneck Russia Etf Etf | 0.0 | $0 | 162.00 | 0.00 |
|
Past Filings by Carolina Wealth Advisors
SEC 13F filings are viewable for Carolina Wealth Advisors going back to 2019
- Carolina Wealth Advisors 2024 Q1 filed April 5, 2024
- Carolina Wealth Advisors 2023 Q4 filed Jan. 23, 2024
- Carolina Wealth Advisors 2023 Q3 filed Oct. 17, 2023
- Carolina Wealth Advisors 2023 Q2 filed July 17, 2023
- Carolina Wealth Advisors 2023 Q1 filed April 14, 2023
- Carolina Wealth Advisors 2022 Q4 filed Jan. 10, 2023
- Carolina Wealth Advisors 2022 Q3 filed Oct. 14, 2022
- Carolina Wealth Advisors 2022 Q2 filed July 19, 2022
- Carolina Wealth Advisors 2022 Q1 filed April 18, 2022
- Carolina Wealth Advisors 2021 Q4 filed Jan. 24, 2022
- Carolina Wealth Advisors 2021 Q3 filed Oct. 22, 2021
- Carolina Wealth Advisors 2021 Q2 filed July 22, 2021
- Carolina Wealth Advisors 2021 Q1 filed April 9, 2021
- Carolina Wealth Advisors 2020 Q4 filed Jan. 29, 2021
- Carolina Wealth Advisors 2020 Q3 filed Oct. 19, 2020
- Carolina Wealth Advisors 2020 Q2 filed July 31, 2020