Carolina Wealth Advisors, LLC Reduced Holdings in Q4 2024

Carolina Wealth Advisors, LLC

  • $179 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
-654
- 1.65%
$164.99 - $203.87 $108K - $133K
38.9K $6.92M
RDN
Radian Group Inc

Financial Services
-3.9K
- 1.66%
$31.67 - $35.84 $124K - $140K
232K $7.35M
VZ
Verizon Communications Inc

Communication Services
-2.42K
- 1.66%
$39.6 - $45.21 $95.6K - $109K
143K $5.73M
CAG
Conagra Brands Inc.

Consumer Defensive
-2.33K
- 1.65%
$26.48 - $32.72 $61.6K - $76.1K
139K $3.86M
PCAR
Paccar Inc

Industrials
-6.78K
- 99.15%
$97.92 - $118.41 $663K - $802K
58 $6K
SSTK
Shutterstock, Inc.

Communication Services
-1.86K
- 1.65%
$29.25 - $34.57 $54.3K - $64.1K
110K $3.35M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-213
- 0.17%
$49.36 - $53.72 $10.5K - $11.4K
128K $6.34M
PHM
Pultegroup Inc

Consumer Cyclical
-1.95K
- 26.22%
$108.86 - $149.04 $212K - $290K
5.48K $596K
F
Ford Motor CO

Consumer Cyclical
-8.18K
- 1.49%
$9.69 - $11.4 $79.2K - $93.2K
540K $5.35M
IBM
International Business Machines Corp

Technology
-1.94K
- 96.57%
$204.9 - $238.04 $398K - $462K
69 $15K
AAPL
Apple Inc.

Technology
-1.43K
- 40.9%
$221.69 - $259.02 $316K - $370K
2.06K $516K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.5K
- 8.74%
$26.63 - $30.23 $93.2K - $106K
36.5K $972K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.19K
- 4.09%
$33.93 - $38.37 $40.3K - $45.6K
27.8K $955K
INFY
Infosys LTD

Technology
-3.72K
- 1.64%
$20.71 - $23.42 $77.1K - $87.2K
223K $4.88M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.01K
- 50.22%
$180.88 - $232.93 $182K - $234K
996 $218K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-1.1K
- 14.51%
$109.14 - $121.63 $120K - $134K
6.5K $714K
MA
Mastercard Inc

Financial Services
-267
- 36.93%
$491.3 - $536.15 $131K - $143K
456 $240K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-557
- 69.8%
$128.36 - $186.0 $71.5K - $104K
241 $31K
V
Visa Inc.

Financial Services
-320
- 81.84%
$273.87 - $320.91 $87.6K - $103K
71 $22K
X
United States Steel Corp

Basic Materials
-2.38K
- 99.04%
$30.14 - $42.31 $71.7K - $101K
23 $0
FAST
Fastenal CO

Industrials
-1.69K
- 1.65%
$69.99 - $84.35 $118K - $142K
100K $7.22M
SO
Southern CO

Utilities
-724
- 89.94%
$81.5 - $94.15 $59K - $68.2K
81 $6K
MSFT
Microsoft Corp

Technology
-139
- 41.12%
$406.35 - $454.46 $56.5K - $63.2K
199 $83K
NVDA
Nvidia Corp

Technology
-560
- 47.86%
$117.0 - $148.88 $65.5K - $83.4K
610 $81K
GOOGL
Alphabet Inc.

Communication Services
-359
- 66.6%
$161.86 - $196.66 $58.1K - $70.6K
180 $34K
JNJ
Johnson & Johnson

Healthcare
-240
- 84.81%
$143.34 - $165.86 $34.4K - $39.8K
43 $6K
CHCO
City Holding CO

Financial Services
-770
- 1.65%
$113.37 - $134.35 $87.3K - $103K
45.8K $5.43M
DUK
Duke Energy Corp

Utilities
-297
- 82.5%
$105.76 - $120.76 $31.4K - $35.9K
63 $6K
CVX
Chevron Corp

Energy
-239
- 83.86%
$141.15 - $162.53 $33.7K - $38.8K
46 $6K
COST
Costco Wholesale Corp

Consumer Defensive
-41
- 19.52%
$873.59 - $994.69 $35.8K - $40.8K
169 $154K
META
Meta Platforms, Inc.

Communication Services
-56
- 48.28%
$554.08 - $632.68 $31K - $35.4K
60 $35K
BTU
Peabody Energy Corp

Energy
-104
- 2.8%
$19.81 - $29.8 $2.06K - $3.1K
3.61K $75K
WMT
Walmart Inc.

Consumer Defensive
-540
- 19.5%
$79.1 - $95.7 $42.7K - $51.7K
2.23K $201K
LOW
Lowes Companies Inc

Consumer Cyclical
-64
- 27.83%
$244.52 - $284.07 $15.6K - $18.2K
166 $40K
TGT
Target Corp

Consumer Defensive
-54
- 10.4%
$121.59 - $160.69 $6.57K - $8.68K
465 $62K
SHW
Sherwin Williams CO

Basic Materials
-33
- 91.67%
$338.75 - $399.71 $11.2K - $13.2K
3 $1K
KO
Coca Cola CO

Consumer Defensive
-96
- 21.52%
$61.74 - $71.71 $5.93K - $6.88K
350 $21K
MLM
Martin Marietta Materials Inc

Basic Materials
-20
- 76.92%
$516.5 - $619.58 $10.3K - $12.4K
6 $3K
INTC
Intel Corp

Technology
-400
- 98.77%
$19.07 - $26.23 $7.63K - $10.5K
5 $0
SBUX
Starbucks Corp

Consumer Cyclical
-73
- 24.09%
$87.44 - $102.5 $6.38K - $7.48K
230 $20K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
-310
- 2.87%
$6.33 - $8.67 $1.96K - $2.69K
10.5K $70K
DXC
Dxc Technology CO

Technology
-119
- 3.12%
$19.59 - $22.83 $2.33K - $2.72K
3.7K $73K
CRM
Salesforce, Inc.

Technology
-26
- 47.27%
$270.87 - $367.87 $7.04K - $9.56K
29 $9K
CRWD
Crowd Strike Holdings, Inc.

Technology
-25
- 50.0%
$275.15 - $388.2 $6.88K - $9.71K
25 $8K
STZ
Constellation Brands, Inc.

Consumer Defensive
-20
- 50.0%
$219.66 - $257.62 $4.39K - $5.15K
20 $4K
ICLN
Ishares

ETFs
-28
- 1.87%
$11.35 - $14.51 $318 - $406
1.47K $16K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-11
- 2.26%
$54.2 - $60.92 $596 - $670
475 $25K
JPM
Jpmorgan Chase & CO

Financial Services
-40
- 21.16%
$205.18 - $250.29 $8.21K - $10K
149 $35K
PARR
Par Pacific Holdings, Inc.

Energy
-81
- 2.86%
$15.09 - $19.32 $1.22K - $1.56K
2.76K $45K
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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