Carolina Wealth Advisors, LLC Purchases in Q2 2025

Carolina Wealth Advisors, LLC

  • $196 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DELL
Dell Technologies Inc.

Technology
72.3K
New
$71.63 - $125.98 $5.18M - $9.11M
72.3K $8.87M
TAP
Molson Coors Beverage CO

Consumer Defensive
93.1K
+ 2367.3%
$47.24 - $62.46 $4.4M - $5.82M
97K $4.67M
MOS
Mosaic CO

Basic Materials
10.3K
+ 4.36%
$22.76 - $36.95 $235K - $382K
248K $9.03M
GES
Guess Inc

Consumer Cyclical
39.5K
+ 7.49%
$8.66 - $12.46 $342K - $492K
567K $6.85M
SCHQ
Schwab Strategic Tr Long Term

ETFs
29.5K
New
$30.46 - $33.4 $898K - $985K
29.5K $940K
FAST
Fastenal CO

Industrials
104K
+ 104.96%
$40.65 - $83.16 $4.21M - $8.62M
202K $8.5M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
6.82K
+ 1.28%
$6.26 - $9.51 $42.7K - $64.9K
538K $4.64M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
15.8K
New
$41.2 - $42.29 $649K - $666K
15.8K $664K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
21.4K
New
$22.4 - $23.8 $480K - $510K
21.4K $509K
BKNG
Booking Holdings Inc.

Consumer Cyclical
58
+ 42.03%
$4164.15 - $5789.24 $242K - $336K
196 $1.13M
CAH
Cardinal Health Inc

Healthcare
1.35K
+ 18.0%
$125.0 - $168.0 $169K - $227K
8.85K $1.49M
EQH
Equitable Holdings, Inc.

Financial Services
6.45K
+ 31.93%
$43.98 - $56.1 $284K - $362K
26.7K $1.5M
NU
Nu Holdings Ltd.

Financial Services
17.8K
+ 31.54%
$9.6 - $13.72 $171K - $245K
74.4K $1.02M
MANH
Manhattan Associates Inc

Technology
1.52K
+ 31.94%
$143.9 - $197.47 $218K - $299K
6.26K $1.24M
VEA
Vanguard Ftse Developed Market

ETFs
6.74K
New
$45.65 - $57.01 $308K - $384K
6.74K $384K
SCHA
Schwab Strategic Tr Us Small C

ETFs
469
+ 0.25%
$20.42 - $25.3 $9.58K - $11.9K
190K $4.8M
VRSK
Verisk Analytics, Inc.

Industrials
1.02K
+ 32.43%
$277.03 - $321.33 $281K - $326K
4.15K $1.29M
CHCO
City Holding CO

Financial Services
1.06K
+ 2.34%
$108.93 - $123.42 $115K - $130K
46.2K $5.66M
MA
Mastercard Inc

Financial Services
530
+ 31.77%
$479.92 - $590.74 $254K - $313K
2.2K $1.24M
GDDY
Go Daddy Inc.

Technology
1.77K
+ 32.75%
$162.11 - $192.36 $287K - $340K
7.18K $1.29M
ADSK
Autodesk, Inc.

Technology
1.27K
+ 40.11%
N/A
4.43K $1.09M
NVO
Novo Nordisk A S

Healthcare
4.31K
+ 42.95%
$58.08 - $81.05 $250K - $349K
14.3K $990K
LII
Lennox International Inc

Industrials
445
+ 32.36%
$508.76 - $605.77 $226K - $270K
1.82K $1.04M
ABC
Amerisourcebergen Corp

Healthcare
1.47K
+ 39.55%
N/A
5.18K $959K
AZO
Autozone Inc

Consumer Cyclical
75
+ 35.21%
$3478.38 - $3880.15 $261K - $291K
288 $1.07M
LLY
Eli Lilly & CO

Healthcare
375
+ 40.02%
$713.71 - $898.95 $268K - $337K
1.31K $1.02M
OTIS
Otis Worldwide Corp

Industrials
2.82K
+ 31.88%
$90.88 - $104.3 $256K - $294K
11.7K $1.16M
MSI
Motorola Solutions, Inc.

Technology
600
+ 32.19%
$394.72 - $440.39 $237K - $264K
2.46K $1.04M
INFY
Infosys LTD

Technology
5.71K
+ 2.6%
$16.14 - $18.75 $92.2K - $107K
225K $4.17M
STX
Seagate Technology Holdings PLC

Technology
927
+ 1173.42%
$66.54 - $144.33 $61.7K - $134K
1.01K $145K
AAPL
Apple Inc.

Technology
1.01K
+ 20.72%
$172.42 - $223.89 $174K - $226K
5.87K $1.21M
NFLX
Netflix Inc

Communication Services
77
+ 385.0%
$855.86 - $1339.13 $65.9K - $103K
97 $129K
PLTR
Palantir Technologies Inc.

Technology
747
+ 996.0%
$74.01 - $144.25 $55.3K - $108K
822 $112K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
894
New
$94.74 - $118.43 $84.7K - $106K
894 $105K
HWM
Howmet Aerospace Inc.

Industrials
566
New
$112.33 - $186.13 $63.6K - $105K
566 $105K
TPR
Tapestry, Inc.

Consumer Cyclical
1.11K
+ 1168.42%
$60.6 - $87.81 $67.3K - $97.5K
1.21K $105K
CSCO
Cisco Systems, Inc.

Technology
1.37K
+ 1184.48%
$53.19 - $69.38 $73.1K - $95.3K
1.49K $103K
GILD
Gilead Sciences, Inc.

Healthcare
839
+ 599.29%
$96.91 - $113.0 $81.3K - $94.8K
979 $108K
PM
Philip Morris International Inc.

Consumer Defensive
501
+ 1113.33%
$149.23 - $184.95 $74.8K - $92.7K
546 $99K
FTNT
Fortinet, Inc.

Technology
812
+ 1160.0%
$84.71 - $108.69 $68.8K - $88.3K
882 $93K
KO
Coca Cola CO

Consumer Defensive
1.21K
+ 267.85%
$68.37 - $73.9 $82.6K - $89.3K
1.66K $117K
MO
Altria Group, Inc.

Consumer Defensive
1.42K
+ 410.37%
$55.56 - $60.91 $79.1K - $86.7K
1.77K $103K
QCOM
Qualcomm Inc

Technology
524
+ 727.78%
$124.66 - $159.48 $65.3K - $83.6K
596 $94K
HD
Home Depot, Inc.

Consumer Cyclical
215
+ 1131.58%
$335.24 - $380.78 $72.1K - $81.9K
234 $85K
NVDA
Nvidia Corp

Technology
273
+ 40.87%
$94.31 - $157.99 $25.7K - $43.1K
941 $148K
IRDM
Iridium Communications Inc.

Communication Services
2.52K
New
$21.57 - $30.17 $54.2K - $75.9K
2.52K $75K
RES
Rpc Inc

Energy
16.1K
New
$4.3 - $5.72 $69.1K - $91.9K
16.1K $75K
IPAR
Inter Parfums Inc

Consumer Defensive
575
New
$99.7 - $141.48 $57.3K - $81.4K
575 $75K
PGR
Progressive Corp

Financial Services
278
+ 323.26%
$255.27 - $288.74 $71K - $80.3K
364 $97K
Activity Summary
Buys All Purchases 93 New Holdings 29 Increased Positions 64 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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