Carolina Wealth Advisors, LLC New Holdings in Q3 2025

Carolina Wealth Advisors, LLC

  • $221 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HAS
Hasbro, Inc.

Consumer Cyclical
3.65K
New
$73.92 - $81.85 $270K - $299K
3.65K $277K
SCCO
Southern Copper Corp

Basic Materials
602
New
$90.54 - $121.36 $54.5K - $73.1K
602 $73K
MDT
Medtronic PLC

Healthcare
658
New
$87.67 - $95.74 $57.7K - $63K
658 $62K
BBY
Best Buy CO Inc

Consumer Cyclical
799
New
$64.12 - $78.46 $51.2K - $62.7K
799 $60K
BP
Bp PLC

Energy
1.7K
New
$30.25 - $35.69 $51.4K - $60.6K
1.7K $58K
TIGO
Millicom International Cellular Sa

Communication Services
1.21K
New
$37.04 - $50.28 $44.9K - $61K
1.21K $58K
TRGP
Targa Resources Corp.

Energy
345
New
$160.52 - $174.4 $55.4K - $60.2K
345 $57K
HRB
H&R Block Inc

Consumer Cyclical
1.14K
New
$49.28 - $56.76 $56K - $64.5K
1.14K $57K
HPQ
Hp Inc

Technology
2.07K
New
$24.45 - $29.35 $50.7K - $60.9K
2.07K $56K
BMY
Bristol Myers Squibb CO

Healthcare
1.25K
New
$43.31 - $48.98 $54.1K - $61.1K
1.25K $56K
UL
Unilever PLC

Consumer Defensive
936
New
$58.43 - $65.01 $54.7K - $60.8K
936 $55K
SMG
Scotts Miracle Gro CO

Basic Materials
968
New
$55.82 - $70.08 $54K - $67.8K
968 $55K
APAM
Artisan Partners Asset Management Inc.

Financial Services
1.27K
New
$43.4 - $48.34 $55.2K - $61.5K
1.27K $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
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
2.1K
New
$25.09 - $33.65 $52.8K - $70.8K
2.1K $54K
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
CALM
Cal Maine Foods Inc

Consumer Defensive
497
New
$94.1 - $119.16 $46.8K - $59.2K
497 $46K
VUG
Vanguard Growth ETF

ETFs
37
New
$433.97 - $484.08 $16.1K - $17.9K
37 $17K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
172
New
$97.75 - $100.75 $16.8K - $17.3K
172 $17K
VO
Vanguard Mid Cap ETF

ETFs
40
New
$279.83 - $293.74 $11.2K - $11.7K
40 $11K
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
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
UPST
Upstart Holdings, Inc.

Financial Services
4
New
$50.8 - $84.13 $203 - $337
4 $0
Super Micro Computer Inc Com New
200
New
N/A
200 $0
Paysafe Limited Shs
3
New
N/A
3 $0
MU
Micron Technology Inc

Technology
3
New
$104.88 - $168.89 $315 - $507
3 $0
Arista Networks Inc Com Shs
1.7K
New
N/A
1.7K $0
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
New
$225.11 - $247.9 $225 - $248
1 $0
Fortuna Mng Corp Com New
245
New
N/A
245 $0
CEVA
Ceva Inc

Technology
8
New
$20.7 - $26.55 $166 - $212
8 $0
VTI
Vanguard Total Stock Market Et

ETFs
1
New
$303.93 - $329.86 $304 - $330
1 $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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