Carolina Wealth Advisors, LLC Incresed Positions in Q3 2024

Carolina Wealth Advisors, LLC

  • $189 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
905
+ 0.23%
$51.58 - $53.79 $46.7K - $48.7K
397K $21.3M
WSM
Williams Sonoma Inc

Consumer Cyclical
19.2K
+ 90.81%
$128.47 - $280.94 $2.46M - $5.38M
40.2K $6.23M
TSLA
Tesla, Inc.

Consumer Cyclical
82
+ 6.68%
$191.76 - $263.26 $15.7K - $21.6K
1.31K $342K
IBM
International Business Machines Corp

Technology
3
+ 0.15%
$175.1 - $223.38 $525 - $670
2.01K $444K
AAPL
Apple Inc.

Technology
46
+ 1.34%
$207.23 - $234.82 $9.53K - $10.8K
3.49K $812K
MA
Mastercard Inc

Financial Services
96
+ 15.31%
$429.6 - $500.99 $41.2K - $48.1K
723 $357K
MAR
Marriott International Inc

Consumer Cyclical
220
+ 79.42%
$211.35 - $255.11 $46.5K - $56.1K
497 $123K
CAR
Avis Budget Group, Inc.

Industrials
725
+ 184.48%
$67.43 - $112.13 $48.9K - $81.3K
1.12K $97K
LLY
Eli Lilly & CO

Healthcare
58
+ 71.6%
$772.14 - $960.02 $44.8K - $55.7K
139 $123K
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 550.0%
$3305.62 - $4268.05 $36.4K - $46.9K
13 $54K
AON
Aon PLC

Financial Services
25
+ 4.7%
$293.16 - $351.06 $7.33K - $8.78K
557 $192K
ENVA
Enova International, Inc.

Financial Services
23
+ 1.69%
$61.16 - $86.47 $1.41K - $1.99K
1.38K $115K
NVDA
Nvidia Corp

Technology
250
+ 27.17%
$98.91 - $134.91 $24.7K - $33.7K
1.17K $142K
META
Meta Platforms, Inc.

Communication Services
38
+ 48.72%
$453.41 - $572.44 $17.2K - $21.8K
116 $66K
SO
Southern CO

Utilities
211
+ 35.52%
$77.0 - $90.52 $16.2K - $19.1K
805 $72K
DUK
Duke Energy Corp

Utilities
163
+ 82.74%
$99.35 - $117.71 $16.2K - $19.2K
360 $41K
R
Ryder System Inc

Industrials
15
+ 2.08%
$117.21 - $148.66 $1.76K - $2.23K
735 $107K
LOW
Lowes Companies Inc

Consumer Cyclical
22
+ 10.58%
$213.3 - $270.78 $4.69K - $5.96K
230 $62K
ORCL
Oracle Corp

Technology
87
+ 217.5%
$125.9 - $170.35 $11K - $14.8K
127 $21K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 4.48%
$801.83 - $917.05 $7.22K - $8.25K
210 $186K
JPM
Jpmorgan Chase & CO

Financial Services
50
+ 35.97%
$194.9 - $224.8 $9.75K - $11.2K
189 $39K
JNJ
Johnson & Johnson

Healthcare
43
+ 17.92%
$145.48 - $167.38 $6.26K - $7.2K
283 $45K
SBUX
Starbucks Corp

Consumer Cyclical
48
+ 18.82%
$72.51 - $98.6 $3.48K - $4.73K
303 $29K
CRM
Salesforce, Inc.

Technology
29
+ 111.54%
$238.42 - $276.53 $6.91K - $8.02K
55 $15K
VTRS
Viatris Inc

Healthcare
169
+ 2.29%
$10.32 - $12.13 $1.74K - $2.05K
7.55K $87K
PEP
Pepsico Inc

Consumer Defensive
36
+ 7.2%
$161.9 - $179.3 $5.83K - $6.45K
536 $91K
ACN
Accenture PLC

Technology
18
+ 31.03%
$295.44 - $355.81 $5.32K - $6.4K
76 $26K
BFH
Bread Financial Holdings, Inc.

Financial Services
24
+ 1.11%
$44.5 - $58.6 $1.07K - $1.41K
2.19K $104K
TGT
Target Corp

Consumer Defensive
30
+ 6.13%
$133.47 - $159.25 $4K - $4.78K
519 $80K
AXP
American Express CO

Financial Services
28
+ 175.0%
$225.92 - $271.17 $6.33K - $7.59K
44 $11K
MSFT
Microsoft Corp

Technology
31
+ 10.1%
$395.15 - $467.56 $12.2K - $14.5K
338 $145K
AMZN
Amazon Com Inc

Consumer Cyclical
108
+ 5.71%
$161.02 - $200.0 $17.4K - $21.6K
2K $372K
DIS
Walt Disney CO

Communication Services
72
+ 19.57%
$85.6 - $98.61 $6.16K - $7.1K
440 $42K
NKE
Nike, Inc.

Consumer Cyclical
34
+ 22.67%
$71.09 - $89.44 $2.42K - $3.04K
184 $16K
HCC
Warrior Met Coal, Inc.

Basic Materials
41
+ 2.07%
$51.68 - $73.37 $2.12K - $3.01K
2.02K $129K
GOOG
Alphabet Inc.

Communication Services
47
+ 23.5%
$149.54 - $192.66 $7.03K - $9.06K
247 $41K
SHW
Sherwin Williams CO

Basic Materials
3
+ 9.09%
$294.65 - $384.0 $884 - $1.15K
36 $13K
CVX
Chevron Corp

Energy
46
+ 19.25%
$137.88 - $161.97 $6.34K - $7.45K
285 $41K
KMX
Carmax Inc

Consumer Cyclical
56
+ 169.7%
$71.21 - $85.78 $3.99K - $4.8K
89 $6K
MLM
Martin Marietta Materials Inc

Basic Materials
6
+ 30.0%
$502.48 - $593.35 $3.01K - $3.56K
26 $13K
PPG
Ppg Industries Inc

Basic Materials
3
+ 0.64%
$118.32 - $134.55 $355 - $404
472 $62K
LPI
Laredo Petroleum, Inc.

Energy
31
+ 1.97%
N/A
1.61K $78K
RCII
Rent A Center Inc De

Industrials
37
+ 1.52%
N/A
2.47K $65K
STLD
Steel Dynamics Inc

Basic Materials
14
+ 2.52%
N/A
569 $55K
OXAC
Oxbridge Acquisition Corp.

Financial Services
250
+ 161.29%
N/A
405 $0
GM
General Motors CO

Consumer Cyclical
38
+ 1.76%
$39.95 - $49.9 $1.52K - $1.9K
2.19K $98K
X
United States Steel Corp

Basic Materials
56
+ 2.39%
$29.38 - $42.28 $1.65K - $2.37K
2.4K $84K
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.56%
$148.65 - $191.18 $446 - $574
539 $89K
APA
Apa Corp

Energy
52
+ 2.68%
$23.34 - $32.22 $1.21K - $1.68K
1.99K $48K
Activity Summary
Buys All Purchases 187 New Holdings 135 Increased Positions 52 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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