Carolina Wealth Advisors, LLC Incresed Positions in Q3 2025

Carolina Wealth Advisors, LLC

  • $221 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHQ
Schwab Strategic Tr Long Term

ETFs
556K
+ 1885.9%
$30.81 - $32.63 $17.1M - $18.2M
586K $18.9M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
295K
+ 1870.28%
$41.55 - $42.82 $12.2M - $12.6M
310K $13.2M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
76.3K
+ 8533.33%
$118.33 - $128.54 $9.03M - $9.81M
77.2K $9.91M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
400K
+ 1867.66%
$23.54 - $23.97 $9.41M - $9.59M
421K $10.1M
RES
Rpc Inc

Energy
1.26M
+ 7851.85%
$4.38 - $5.39 $5.53M - $6.8M
1.28M $6.08M
NVO
Novo Nordisk A S

Healthcare
103K
+ 715.48%
$45.38 - $71.7 $4.66M - $7.36M
117K $6.49M
IPAR
Inter Parfums Inc

Consumer Defensive
45.8K
+ 7956.7%
$98.38 - $138.55 $4.5M - $6.34M
46.3K $4.56M
IRDM
Iridium Communications Inc.

Communication Services
203K
+ 8072.33%
$17.28 - $32.43 $3.51M - $6.58M
206K $3.59M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
90.3K
+ 8318.78%
$26.92 - $28.6 $2.43M - $2.58M
91.4K $2.55M
XLP
Consumer Staples Sector Spdr

ETFs
31.9K
+ 8636.86%
N/A
32.2K $2.45M
INFY
Infosys LTD

Technology
114K
+ 50.5%
$15.98 - $18.96 $1.82M - $2.15M
339K $5.51M
BKNG
Booking Holdings Inc.

Consumer Cyclical
99
+ 50.51%
$5364.25 - $5815.92 $531K - $576K
295 $1.59M
BRBR
Bellring Brands, Inc.

Consumer Defensive
21.8K
+ 136.99%
$35.51 - $58.78 $773K - $1.28M
37.7K $1.37M
AAPL
Apple Inc.

Technology
616
+ 10.49%
$202.38 - $256.87 $125K - $158K
6.49K $1.65M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.16K
+ 18.99%
$138.31 - $165.45 $161K - $192K
7.28K $1.2M
NU
Nu Holdings Ltd.

Financial Services
8.64K
+ 11.61%
$11.92 - $16.3 $103K - $141K
83K $1.33M
ABC
Amerisourcebergen Corp

Healthcare
1.44K
+ 27.88%
N/A
6.62K $1.23M
EQH
Equitable Holdings, Inc.

Financial Services
7.53K
+ 28.25%
$50.09 - $55.88 $377K - $421K
34.2K $1.74M
MANH
Manhattan Associates Inc

Technology
933
+ 14.9%
$196.16 - $227.94 $183K - $213K
7.2K $1.47M
MSI
Motorola Solutions, Inc.

Technology
310
+ 12.58%
$408.73 - $490.3 $127K - $152K
2.77K $1.27M
PLTR
Palantir Technologies Inc.

Technology
1.02K
+ 124.33%
$130.68 - $186.97 $134K - $191K
1.84K $336K
LLY
Eli Lilly & CO

Healthcare
306
+ 23.32%
$625.65 - $812.69 $191K - $249K
1.62K $1.23M
TPR
Tapestry, Inc.

Consumer Cyclical
1.56K
+ 129.46%
$86.48 - $116.14 $135K - $181K
2.77K $313K
ADSK
Autodesk, Inc.

Technology
847
+ 19.11%
N/A
5.28K $1.3M
MA
Mastercard Inc

Financial Services
330
+ 15.01%
$550.18 - $598.96 $182K - $198K
2.53K $1.44M
MO
Altria Group, Inc.

Consumer Defensive
2.86K
+ 161.49%
$57.75 - $67.68 $165K - $194K
4.63K $305K
NVDA
Nvidia Corp

Technology
881
+ 93.62%
$153.3 - $186.58 $135K - $164K
1.82K $339K
CSCO
Cisco Systems, Inc.

Technology
2.79K
+ 187.18%
$66.2 - $71.79 $185K - $200K
4.28K $292K
MRK
Merck & Co., Inc.

Healthcare
2.02K
+ 113.7%
$77.6 - $87.37 $157K - $176K
3.79K $318K
PM
Philip Morris International Inc.

Consumer Defensive
1.12K
+ 204.95%
$157.77 - $183.27 $177K - $205K
1.67K $270K
KO
Coca Cola CO

Consumer Defensive
2.68K
+ 161.3%
$65.67 - $71.67 $176K - $192K
4.34K $287K
AMGN
Amgen Inc

Healthcare
552
+ 209.09%
$271.18 - $309.22 $150K - $171K
816 $230K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
734
+ 14.77%
$259.44 - $278.65 $190K - $205K
5.7K $1.48M
HWM
Howmet Aerospace Inc.

Industrials
757
+ 133.75%
$171.0 - $196.23 $129K - $149K
1.32K $259K
HD
Home Depot, Inc.

Consumer Cyclical
334
+ 142.74%
$357.4 - $423.42 $119K - $141K
568 $230K
QCOM
Qualcomm Inc

Technology
835
+ 140.1%
$145.84 - $173.55 $122K - $145K
1.43K $238K
STX
Seagate Technology Holdings PLC

Technology
216
+ 21.47%
$142.01 - $236.06 $30.7K - $51K
1.22K $288K
GILD
Gilead Sciences, Inc.

Healthcare
1.19K
+ 121.45%
$108.22 - $120.47 $129K - $143K
2.17K $240K
CLX
Clorox CO

Consumer Defensive
796
+ 11.75%
$117.67 - $131.43 $93.7K - $105K
7.57K $933K
NFLX
Netflix Inc

Communication Services
77
+ 79.38%
$1147.87 - $1297.18 $88.4K - $99.9K
174 $208K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.7K
+ 12.76%
$23.82 - $25.84 $40.4K - $43.9K
15K $385K
PEP
Pepsico Inc

Consumer Defensive
395
+ 81.11%
$133.81 - $152.16 $52.9K - $60.1K
882 $123K
CL
Colgate Palmolive CO

Consumer Defensive
704
+ 951.35%
$79.36 - $93.33 $55.9K - $65.7K
778 $62K
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
TXN
Texas Instruments Inc

Technology
245
+ 700.0%
N/A
280 $54K
SBUX
Starbucks Corp

Consumer Cyclical
580
+ 252.17%
$81.9 - $96.86 $47.5K - $56.2K
810 $68K
ITW
Illinois Tool Works Inc

Industrials
180
+ 1000.0%
$252.31 - $269.41 $45.4K - $48.5K
198 $51K
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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