Carolina Wealth Advisors, LLC Purchases in Q1 2025

Carolina Wealth Advisors, LLC

  • $178 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DOX
Amdocs LTD

Technology
71.9K
New
$82.21 - $92.02 $5.91M - $6.62M
71.9K $6.58M
MOS
Mosaic CO

Basic Materials
237K
New
$23.08 - $28.8 $5.48M - $6.83M
237K $6.41M
GES
Guess Inc

Consumer Cyclical
527K
New
$9.27 - $14.23 $4.89M - $7.5M
527K $5.83M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
532K
New
$7.17 - $12.89 $3.81M - $6.85M
532K $3.81M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
19.5K
+ 5.45%
$66.9 - $71.57 $1.31M - $1.4M
378K $26.6M
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.43K
+ 0.56%
$25.69 - $26.89 $114K - $119K
795K $21.4M
BRBR
Bellring Brands, Inc.

Consumer Defensive
12K
New
$65.4 - $79.39 $786K - $954K
12K $895K
EQH
Equitable Holdings, Inc.

Financial Services
15K
+ 290.62%
$47.64 - $55.68 $716K - $837K
20.2K $1.05M
CAH
Cardinal Health Inc

Healthcare
5.58K
+ 291.18%
$118.02 - $137.77 $659K - $769K
7.5K $1.03M
LII
Lennox International Inc

Industrials
1.38K
New
$553.05 - $666.93 $760K - $917K
1.38K $771K
OTIS
Otis Worldwide Corp

Industrials
6.58K
+ 290.55%
$90.77 - $104.01 $597K - $684K
8.85K $912K
GDDY
Go Daddy Inc.

Technology
4.02K
+ 291.38%
$172.13 - $214.35 $693K - $863K
5.41K $973K
MA
Mastercard Inc

Financial Services
1.21K
+ 265.79%
$504.67 - $576.31 $612K - $698K
1.67K $914K
AZO
Autozone Inc

Consumer Cyclical
161
+ 309.62%
$3193.96 - $3828.11 $514K - $616K
213 $812K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.77K
+ 276.92%
$221.78 - $273.45 $615K - $758K
3.77K $858K
MANH
Manhattan Associates Inc

Technology
3.96K
+ 505.36%
$163.5 - $295.1 $648K - $1.17M
4.75K $821K
MSI
Motorola Solutions, Inc.

Technology
1.39K
+ 290.78%
$411.73 - $482.1 $571K - $669K
1.86K $816K
ADSK
Autodesk, Inc.

Technology
2.33K
+ 278.92%
N/A
3.16K $777K
AAPL
Apple Inc.

Technology
2.8K
+ 135.98%
$209.68 - $247.1 $588K - $693K
4.87K $1.08M
NVO
Novo Nordisk A S

Healthcare
8.38K
+ 505.92%
$69.3 - $90.95 $581K - $762K
10K $696K
LLY
Eli Lilly & CO

Healthcare
647
+ 223.1%
$725.72 - $929.72 $470K - $602K
937 $773K
CLX
Clorox CO

Consumer Defensive
3.82K
+ 290.34%
$141.76 - $162.89 $541K - $622K
5.13K $755K
ABC
Amerisourcebergen Corp

Healthcare
2.73K
+ 276.85%
N/A
3.71K $687K
BKNG
Booking Holdings Inc.

Consumer Cyclical
99
+ 253.85%
$4295.4 - $5141.88 $425K - $509K
138 $635K
NU
Nu Holdings Ltd.

Financial Services
42.1K
+ 291.66%
$10.12 - $13.95 $426K - $588K
56.6K $579K
MKL
Markel Corp

Financial Services
226
+ 5650.0%
$1660.14 - $2059.83 $375K - $466K
230 $430K
IGLB
Ishares 10+ Year Investment Gr

ETFs
6.07K
+ 4.73%
$48.32 - $51.22 $293K - $311K
134K $6.75M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
513
New
$507.05 - $563.67 $260K - $289K
513 $263K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2K
+ 1.27%
$18.36 - $20.51 $36.6K - $40.9K
159K $3.15M
SCHC
Schwab Strategic Tr Intl Small

ETFs
937
+ 3.37%
$33.57 - $37.22 $31.5K - $34.9K
28.8K $1.03M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.11K
+ 3.03%
$25.81 - $28.52 $28.6K - $31.6K
37.6K $1.04M
VOE
Vanguard Mid Cap Value Index F

ETFs
355
+ 1014.29%
$156.61 - $168.02 $55.6K - $59.6K
390 $62K
HKND
Humankind Benefit Corp Humanki

ETFs
1.02K
New
$31.39 - $33.75 $31.9K - $34.3K
1.02K $32K
HOLX
Hologic Inc

Healthcare
200
New
$60.7 - $73.77 $12.1K - $14.8K
200 $12K
RTX
Raytheon Technologies Corp

Industrials
80
+ 156.86%
$114.1 - $135.66 $9.13K - $10.9K
131 $17K
KO
Coca Cola CO

Consumer Defensive
101
+ 28.86%
$60.81 - $72.32 $6.14K - $7.3K
451 $32K
GD
General Dynamics Corp

Industrials
40
+ 173.91%
$241.94 - $272.58 $9.68K - $10.9K
63 $17K
PGR
Progressive Corp

Financial Services
25
+ 40.98%
$235.61 - $291.22 $5.89K - $7.28K
86 $24K
NOC
Northrop Grumman Corp

Industrials
20
New
$433.45 - $513.82 $8.67K - $10.3K
20 $10K
GILD
Gilead Sciences, Inc.

Healthcare
65
+ 86.67%
$89.14 - $117.41 $5.79K - $7.63K
140 $15K
MO
Altria Group, Inc.

Consumer Defensive
122
+ 54.22%
$50.81 - $60.02 $6.2K - $7.32K
347 $20K
LMT
Lockheed Martin Corp

Industrials
20
New
$423.19 - $506.29 $8.46K - $10.1K
20 $8K
LOW
Lowes Companies Inc

Consumer Cyclical
43
+ 25.9%
$222.66 - $268.42 $9.57K - $11.5K
209 $48K
QCOM
Qualcomm Inc

Technology
44
+ 157.14%
$151.94 - $175.86 $6.69K - $7.74K
72 $11K
PM
Philip Morris International Inc.

Consumer Defensive
45
New
$117.15 - $158.79 $5.27K - $7.15K
45 $7K
CSCO
Cisco Systems, Inc.

Technology
116
New
$58.74 - $64.87 $6.81K - $7.52K
116 $7K
HD
Home Depot, Inc.

Consumer Cyclical
19
New
$347.25 - $424.87 $6.6K - $8.07K
19 $6K
AMGN
Amgen Inc

Healthcare
22
New
$258.59 - $327.36 $5.69K - $7.2K
22 $6K
STX
Seagate Technology Holdings PLC

Technology
79
New
$84.92 - $108.42 $6.71K - $8.57K
79 $6K
Activity Summary
Buys All Purchases 66 New Holdings 25 Increased Positions 41 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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