Carolina Wealth Advisors, LLC Incresed Positions in Q4 2024

Carolina Wealth Advisors, LLC

  • $179 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UAL
United Airlines Holdings, Inc.

Industrials
199
+ 1.78%
$55.62 - $102.44 $11.1K - $20.4K
11.4K $1.1M
TWLO
Twilio Inc

Communication Services
208
+ 2.36%
$63.73 - $114.96 $13.3K - $23.9K
9.03K $975K
GDDY
Go Daddy Inc.

Technology
1.07K
+ 345.48%
$153.16 - $209.03 $164K - $224K
1.38K $272K
EQH
Equitable Holdings, Inc.

Financial Services
4.02K
+ 348.57%
$41.59 - $50.4 $167K - $203K
5.17K $243K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
739
+ 282.06%
$229.83 - $258.46 $170K - $191K
1K $247K
CAH
Cardinal Health Inc

Healthcare
1.49K
+ 346.85%
$107.89 - $125.33 $161K - $186K
1.92K $226K
VRSK
Verisk Analytics, Inc.

Industrials
622
+ 330.85%
$262.86 - $294.75 $163K - $183K
810 $223K
MSI
Motorola Solutions, Inc.

Technology
368
+ 337.61%
$449.08 - $504.6 $165K - $186K
477 $220K
CLX
Clorox CO

Consumer Defensive
1.02K
+ 345.76%
$156.51 - $169.74 $160K - $173K
1.32K $213K
MANH
Manhattan Associates Inc

Technology
607
+ 342.94%
$263.36 - $309.78 $160K - $188K
784 $211K
OTIS
Otis Worldwide Corp

Industrials
1.76K
+ 347.63%
$92.57 - $106.01 $163K - $186K
2.27K $209K
RAMP
Live Ramp Holdings, Inc.

Technology
560
+ 2.24%
$23.69 - $32.37 $13.3K - $18.1K
25.6K $777K
ADSK
Autodesk, Inc.

Technology
614
+ 277.83%
N/A
835 $205K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
1.48K
+ 3.65%
$15.53 - $20.75 $22.9K - $30.6K
41.9K $831K
PDD
Pinduoduo Inc.

Consumer Cyclical
1.69K
+ 347.12%
$94.39 - $154.27 $159K - $260K
2.17K $210K
BKNG
Booking Holdings Inc.

Consumer Cyclical
26
+ 200.0%
$4100.99 - $5300.34 $107K - $138K
39 $193K
DAL
Delta Air Lines, Inc.

Industrials
247
+ 1.96%
$47.46 - $65.77 $11.7K - $16.2K
12.8K $776K
ABC
Amerisourcebergen Corp

Healthcare
719
+ 270.3%
N/A
985 $182K
MAR
Marriott International Inc

Consumer Cyclical
409
+ 82.29%
$246.06 - $292.59 $101K - $120K
906 $252K
AZO
Autozone Inc

Consumer Cyclical
37
+ 246.67%
$2981.19 - $3370.27 $110K - $125K
52 $166K
NU
Nu Holdings Ltd.

Financial Services
11.2K
+ 349.35%
$10.24 - $15.89 $115K - $178K
14.4K $149K
LLY
Eli Lilly & CO

Healthcare
151
+ 108.63%
$727.2 - $932.06 $110K - $141K
290 $223K
NVO
Novo Nordisk A S

Healthcare
1.25K
+ 308.89%
$85.0 - $120.04 $106K - $150K
1.66K $142K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
486
+ 2.57%
$28.6 - $34.92 $13.9K - $17K
19.4K $644K
L
Loews Corp

Financial Services
210
+ 2.16%
$76.49 - $87.05 $16.1K - $18.3K
9.92K $839K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.02K
+ 211.04%
$22.01 - $66.82 $199K - $603K
13.3K $301K
TMUS
T Mobile Us, Inc.

Communication Services
64
+ 278.26%
$206.1 - $246.94 $13.2K - $15.8K
87 $19K
POST
Post Holdings, Inc.

Consumer Defensive
177
+ 2.69%
$106.14 - $120.72 $18.8K - $21.4K
6.75K $772K
TAP
Molson Coors Beverage CO

Consumer Defensive
183
+ 1.91%
$53.97 - $63.88 $9.88K - $11.7K
9.74K $558K
TTD
Trade Desk, Inc.

Technology
50
+ 66.67%
$108.7 - $139.51 $5.44K - $6.98K
125 $14K
PYPL
Pay Pal Holdings, Inc.

Financial Services
45
+ 450.0%
$77.25 - $91.3 $3.48K - $4.11K
55 $4K
SHOP
Shopify Inc.

Technology
20
+ 28.99%
$78.14 - $119.49 $1.56K - $2.39K
89 $9K
LUMN
Lumen Technologies, Inc.

Communication Services
164
+ 273.33%
$5.31 - $10.12 $871 - $1.66K
224 $1K
SCHV
Schwab Strategic Tr Us Large C

ETFs
303
+ 231.3%
$25.79 - $80.4 $7.81K - $24.4K
434 $11K
AMD
Advanced Micro Devices Inc

Technology
20
+ 22.22%
$118.88 - $172.8 $2.38K - $3.46K
110 $13K
OC
Owens Corning

Industrials
113
+ 2.62%
$169.41 - $210.81 $19.1K - $23.8K
4.43K $754K
OSK
Oshkosh Corp

Industrials
146
+ 2.47%
$93.84 - $115.52 $13.7K - $16.9K
6.06K $576K
CPA
Copa Holdings, S.A.

Industrials
166
+ 2.66%
$86.16 - $107.25 $14.3K - $17.8K
6.41K $563K
RNR
Renaissancere Holdings LTD

Financial Services
75
+ 2.76%
$241.97 - $287.47 $18.1K - $21.6K
2.8K $695K
ENS
Ener Sys

Industrials
169
+ 2.61%
$91.53 - $104.0 $15.5K - $17.6K
6.65K $614K
FOR
Forestar Group Inc.

Real Estate
454
+ 2.25%
$25.52 - $33.06 $11.6K - $15K
20.6K $533K
CAL
Caleres Inc

Consumer Cyclical
436
+ 1.86%
$22.45 - $33.92 $9.79K - $14.8K
23.9K $553K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
93.5K
+ 173.3%
$27.54 - $83.04 $2.57M - $7.76M
147K $4.08M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
76.4K
+ 94.67%
$18.41 - $40.87 $1.41M - $3.12M
157K $2.91M
SCHX
Schwab Strategic Tr Us Large C

ETFs
136K
+ 168.88%
$22.4 - $68.28 $3.05M - $9.3M
217K $5.03M
SCHA
Schwab Strategic Tr Us Small C

ETFs
84K
+ 80.17%
$25.33 - $51.16 $2.13M - $4.3M
189K $4.88M
SCHP
Schwab Strategic Us Tips ETF

ETFs
394K
+ 99.38%
$25.74 - $53.78 $10.1M - $21.2M
791K $20.4M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
299
+ 0.08%
$68.25 - $75.42 $20.4K - $22.6K
358K $24.5M
Activity Summary
Buys All Purchases 77 New Holdings 28 Increased Positions 49 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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