Carolina Wealth Advisors, LLC Purchases in Q3 2025

Carolina Wealth Advisors, LLC

  • $221 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TRGP
Targa Resources Corp.

Energy
345
New
$160.52 - $174.4 $55.4K - $60.2K
345 $57K
CL
Colgate Palmolive CO

Consumer Defensive
704
+ 951.35%
$79.36 - $93.33 $55.9K - $65.7K
778 $62K
BMY
Bristol Myers Squibb CO

Healthcare
1.25K
New
$43.31 - $48.98 $54.1K - $61.1K
1.25K $56K
HPQ
Hp Inc

Technology
2.07K
New
$24.45 - $29.35 $50.7K - $60.9K
2.07K $56K
CMCSA
Comcast Corp

Communication Services
1.76K
New
$31.41 - $36.33 $55.2K - $63.8K
1.76K $55K
APAM
Artisan Partners Asset Management Inc.

Financial Services
1.27K
New
$43.4 - $48.34 $55.2K - $61.5K
1.27K $55K
SMG
Scotts Miracle Gro CO

Basic Materials
968
New
$55.82 - $70.08 $54K - $67.8K
968 $55K
UL
Unilever PLC

Consumer Defensive
936
New
$58.43 - $65.01 $54.7K - $60.8K
936 $55K
TROW
Price T Rowe Group Inc

Financial Services
530
New
$98.67 - $111.52 $52.3K - $59.1K
530 $54K
KMB
Kimberly Clark Corp

Consumer Defensive
441
New
$121.72 - $136.77 $53.7K - $60.3K
441 $54K
IBM
International Business Machines Corp

Technology
195
+ 131.76%
$234.77 - $292.47 $45.8K - $57K
343 $96K
UNP
Union Pacific Corp

Industrials
215
+ 302.82%
$214.91 - $237.16 $46.2K - $51K
286 $67K
PG
Procter & Gamble CO

Consumer Defensive
346
+ 67.58%
$150.47 - $161.22 $52.1K - $55.8K
858 $131K
BX
Blackstone Inc.

Financial Services
294
New
$152.77 - $188.68 $44.9K - $55.5K
294 $50K
PAYX
Paychex Inc

Industrials
394
New
$126.69 - $147.99 $49.9K - $58.3K
394 $49K
TXN
Texas Instruments Inc

Technology
245
+ 700.0%
N/A
280 $54K
ITW
Illinois Tool Works Inc

Industrials
180
+ 1000.0%
$252.31 - $269.41 $45.4K - $48.5K
198 $51K
LMT
Lockheed Martin Corp

Industrials
93
+ 465.0%
$410.74 - $499.21 $38.2K - $46.4K
113 $56K
LII
Lennox International Inc

Industrials
240
+ 13.19%
$516.18 - $664.54 $124K - $159K
2.06K $1.09M
SBUX
Starbucks Corp

Consumer Cyclical
580
+ 252.17%
$81.9 - $96.86 $47.5K - $56.2K
810 $68K
CALM
Cal Maine Foods Inc

Consumer Defensive
497
New
$94.1 - $119.16 $46.8K - $59.2K
497 $46K
DRI
Darden Restaurants Inc

Consumer Cyclical
240
+ 4000.0%
$184.73 - $220.27 $44.3K - $52.9K
246 $46K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
28
+ 5.46%
$567.77 - $614.76 $15.9K - $17.2K
541 $331K
OTIS
Otis Worldwide Corp

Industrials
1.29K
+ 11.04%
$84.93 - $101.07 $109K - $130K
13K $1.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
172
New
$97.75 - $100.75 $16.8K - $17.3K
172 $17K
VUG
Vanguard Growth ETF

ETFs
37
New
$433.97 - $484.08 $16.1K - $17.9K
37 $17K
BWXT
Bwx Technologies, Inc.

Industrials
50
+ 80.65%
$136.45 - $184.37 $6.82K - $9.22K
112 $20K
VO
Vanguard Mid Cap ETF

ETFs
40
New
$279.83 - $293.74 $11.2K - $11.7K
40 $11K
VTV
Vanguard Value ETF

ETFs
59
+ 590.0%
$175.51 - $186.57 $10.4K - $11K
69 $12K
UNH
Unitedhealth Group Inc

Healthcare
28
+ 350.0%
$237.77 - $353.61 $6.66K - $9.9K
36 $12K
CEG
Constellation Energy Corp

Utilities
30
New
$298.82 - $354.89 $8.96K - $10.6K
30 $9K
DKNG
Draft Kings Inc.

Consumer Cyclical
200
New
$37.4 - $48.23 $7.48K - $9.65K
200 $7K
ET
Energy Transfer LP

Energy
336
New
$17.11 - $18.16 $5.75K - $6.1K
336 $5K
VV
Vanguard Large Cap ETF

ETFs
14
New
$285.05 - $309.14 $3.99K - $4.33K
14 $4K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
45
+ 10.18%
$32.53 - $36.88 $1.46K - $1.66K
487 $17K
SCHV
Schwab Strategic Tr Us Large C

ETFs
22
+ 4.47%
$27.61 - $29.15 $607 - $641
514 $14K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
47
New
$37.14 - $37.85 $1.75K - $1.78K
47 $1K
ITOT
Ishares Core S&P Total U.S. St

ETFs
10
New
$135.0 - $146.02 $1.35K - $1.46K
10 $1K
Invesco Bulletshares 2035 Corporate Bond ETF
282K
+ 1858.88%
N/A
297K $0
Fortuna Mng Corp Com New
245
New
N/A
245 $0
VTI
Vanguard Total Stock Market Et

ETFs
1
New
$303.93 - $329.86 $304 - $330
1 $0
UPST
Upstart Holdings, Inc.

Financial Services
4
New
$50.8 - $84.13 $203 - $337
4 $0
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
New
$225.11 - $247.9 $225 - $248
1 $0
Fidelity Enhanced Small Cap ETF
78.4K
+ 8120.41%
N/A
79.3K $0
MU
Micron Technology Inc

Technology
3
New
$104.88 - $168.89 $315 - $507
3 $0
Super Micro Computer Inc Com New
200
New
N/A
200 $0
Paysafe Limited Shs
3
New
N/A
3 $0
CEVA
Ceva Inc

Technology
8
New
$20.7 - $26.55 $166 - $212
8 $0
Arista Networks Inc Com Shs
1.7K
New
N/A
1.7K $0
Activity Summary
Buys All Purchases 102 New Holdings 38 Increased Positions 64 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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