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
AMGN
Amgen Inc

Healthcare
242
+ 1100.0%
$262.28 - $309.85 $63.5K - $75K
264 $73K
CLX
Clorox CO

Consumer Defensive
1.64K
+ 32.03%
$118.01 - $148.69 $194K - $244K
6.78K $813K
MRK
Merck & Co., Inc.

Healthcare
860
+ 94.09%
$73.47 - $87.12 $63.2K - $74.9K
1.77K $140K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
991
+ 8.05%
$19.1 - $23.83 $18.9K - $23.6K
13.3K $317K
IBM
International Business Machines Corp

Technology
148
New
$221.03 - $294.78 $32.7K - $43.6K
148 $43K
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 6.02%
$167.32 - $223.3 $10K - $13.4K
1.06K $231K
DOX
Amdocs LTD

Technology
587
+ 0.82%
$80.46 - $94.08 $47.2K - $55.2K
72.5K $6.62M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
850
+ 2.33%
$167.22 - $212.42 $142K - $181K
37.4K $7.4M
MSFT
Microsoft Corp

Technology
21
+ 12.96%
$354.56 - $497.45 $7.45K - $10.4K
183 $91K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.09K
New
$23.14 - $27.82 $25.1K - $30.2K
1.09K $29K
BRBR
Bellring Brands, Inc.

Consumer Defensive
3.87K
+ 32.16%
$57.26 - $78.92 $221K - $305K
15.9K $920K
VGT
Vanguard Information Technolog

ETFs
18
+ 18.95%
$470.37 - $663.28 $8.47K - $11.9K
113 $74K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 5.17%
$908.13 - $1056.85 $5.45K - $6.34K
122 $120K
PROF
Profound Medical Corp.

Healthcare
2K
New
$4.04 - $6.86 $8.08K - $13.7K
2K $11K
UNP
Union Pacific Corp

Industrials
45
+ 173.08%
$208.27 - $238.46 $9.37K - $10.7K
71 $16K
NKE
Nike, Inc.

Consumer Cyclical
90
+ 60.0%
$53.27 - $72.04 $4.79K - $6.48K
240 $17K
HOLX
Hologic Inc

Healthcare
85
+ 42.5%
$52.73 - $65.22 $4.48K - $5.54K
285 $18K
ACN
Accenture PLC

Technology
18
+ 23.68%
$279.23 - $323.21 $5.03K - $5.82K
94 $28K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
42
New
$107.83 - $119.94 $4.53K - $5.04K
42 $4K
TGT
Target Corp

Consumer Defensive
55
+ 12.64%
$88.76 - $105.77 $4.88K - $5.82K
490 $48K
GIS
General Mills Inc

Consumer Defensive
85
+ 67.46%
$50.37 - $60.97 $4.28K - $5.18K
211 $10K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
70
+ 18.82%
$28.33 - $36.72 $1.98K - $2.57K
442 $15K
BITO
Proshares Tr Bitcoin Strategy

ETFs
103
New
$16.69 - $23.43 $1.72K - $2.41K
103 $2K
SCHV
Schwab Strategic Tr Us Large C

ETFs
28
+ 6.03%
$23.55 - $27.67 $659 - $775
492 $13K
DRI
Darden Restaurants Inc

Consumer Cyclical
6
New
$186.58 - $225.78 $1.12K - $1.35K
6 $1K
BRY
Berry Corp (Bry)

Energy
33
New
$2.17 - $3.3 $71.6 - $109
33 $0
Trueshares Technology, Ai & Deep Learning ETF
430
New
N/A
430 $0
Fidelity Wise Origin Bitcoin Fund
5
New
N/A
5 $0
Grayscale Ethereum Trust ETF
53
New
N/A
53 $0
Grayscale Ethereum Mini Trust ETF
5
New
N/A
5 $0
Ishares Bitcoin Trust ETF
8
New
N/A
8 $0
Invesco Bulletshares 2035 Corporate Bond ETF
15.2K
New
N/A
15.2K $0
TGLS
Tecnoglass Inc.

Basic Materials
5
New
$62.7 - $88.42 $314 - $442
5 $0
TECK
Teck Resources LTD

Basic Materials
19
New
$29.05 - $41.48 $552 - $788
19 $0
Fidelity Enhanced Small Cap ETF
965
New
N/A
965 $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
126
+ 1400.0%
$87.84 - $1441.89 $11.1K - $182K
135 $12K
CRSP
Crispr Therapeutics Ag

Healthcare
1
New
$31.27 - $48.64 $31.3 - $48.6
1 $0
UMC
United Microelectronics Corp

Technology
30
New
$6.12 - $8.32 $184 - $250
30 $0
VZ
Verizon Communications Inc

Communication Services
3.14K
+ 2.23%
$41.67 - $45.62 $131K - $143K
144K $6.23M
EIG
Employers Holdings, Inc.

Financial Services
889
+ 1.23%
$46.08 - $51.35 $41K - $45.7K
73.3K $3.46M
CAG
Conagra Brands Inc.

Consumer Defensive
2.93K
+ 2.14%
$20.4 - $26.78 $59.8K - $78.5K
140K $2.87M
ABBV
Abb Vie Inc.

Healthcare
520
+ 1.36%
$170.16 - $206.27 $88.5K - $107K
38.9K $7.22M
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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