Carolina Wealth Advisors, LLC Incresed Positions in Q1 2025

Carolina Wealth Advisors, LLC

  • $178 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
VRSK
Verisk Analytics, Inc.

Industrials
2.32K
+ 286.79%
$268.63 - $301.33 $624K - $700K
3.13K $932K
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
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
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
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
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
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
ICLN
Ishares

ETFs
501
+ 34.13%
$10.94 - $11.86 $5.48K - $5.94K
1.97K $22K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
33
+ 6.95%
$52.16 - $56.68 $1.72K - $1.87K
508 $28K
SCHV
Schwab Strategic Tr Us Large C

ETFs
30
+ 6.91%
$25.77 - $27.6 $773 - $828
464 $12K
Invesco Bulletshares 2033 Corporate Bond ETF
6.47K
+ 2.28%
N/A
290K $0
NVDA
Nvidia Corp

Technology
58
+ 9.51%
$106.98 - $149.43 $6.2K - $8.67K
668 $72K
TSLA
Tesla, Inc.

Consumer Cyclical
369
+ 41.88%
$222.15 - $428.22 $82K - $158K
1.25K $323K
SCHA
Schwab Strategic Tr Us Small C

ETFs
352
+ 0.19%
$23.16 - $27.04 $8.15K - $9.52K
189K $4.43M
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
Track This Portfolio

Track Carolina Wealth Advisors, LLC Portfolio

Follow Carolina Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolina Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolina Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email