Carolina Wealth Advisors, LLC Reduced Holdings in Q2 2025

Carolina Wealth Advisors, LLC

  • $196 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-17.9K
- 99.94%
$146.29 - $275.65 $2.62M - $4.93M
11 $3K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-23.7K
- 6.29%
$66.5 - $71.25 $1.58M - $1.69M
354K $24.6M
SSTK
Shutterstock, Inc.

Communication Services
-77.9K
- 99.94%
$14.55 - $19.81 $1.13M - $1.54M
49 $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
-40.1K
- 5.05%
$26.18 - $26.93 $1.05M - $1.08M
755K $20.1M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-7.45K
- 5.54%
$47.55 - $50.44 $354K - $376K
127K $6.37M
L
Loews Corp

Financial Services
-3.81K
- 95.13%
$80.89 - $92.09 $308K - $351K
195 $17K
TWLO
Twilio Inc

Communication Services
-3.47K
- 95.12%
$81.34 - $124.36 $282K - $431K
178 $22K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
-16.2K
- 95.09%
$17.57 - $24.45 $285K - $396K
838 $20K
POST
Post Holdings, Inc.

Consumer Defensive
-2.59K
- 95.18%
$107.47 - $118.46 $278K - $307K
131 $14K
UAL
United Airlines Holdings, Inc.

Industrials
-4.37K
- 95.17%
$56.15 - $84.23 $245K - $368K
222 $17K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
-7.45K
- 95.16%
$29.61 - $35.32 $221K - $263K
379 $12K
LOW
Lowes Companies Inc

Consumer Cyclical
-43
- 20.57%
$210.83 - $235.28 $9.07K - $10.1K
166 $36K
HKND
Humankind Benefit Corp Humanki

ETFs
-154
- 15.14%
$28.21 - $32.52 $4.34K - $5.01K
863 $28K
ESGG
Flexshares Stoxx Global Esg Se

ETFs
-51
- 15.36%
$150.15 - $187.64 $7.66K - $9.57K
281 $52K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-45
- 81.82%
$57.41 - $74.81 $2.58K - $3.37K
10 $0
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-77
- 15.16%
$51.36 - $62.5 $3.95K - $4.81K
431 $26K
ICLN
Ishares

ETFs
-298
- 15.13%
$10.56 - $13.31 $3.15K - $3.97K
1.67K $21K
TTD
Trade Desk, Inc.

Technology
-50
- 40.0%
$45.27 - $79.4 $2.26K - $3.97K
75 $5K
SHOP
Shopify Inc.

Technology
-20
- 22.47%
$76.89 - $115.35 $1.54K - $2.31K
69 $7K
Invesco Bulletshares 2033 Corporate Bond ETF
-20.5K
- 7.08%
N/A
270K $0
DIS
Walt Disney CO

Communication Services
-83
- 20.19%
$81.72 - $124.01 $6.78K - $10.3K
328 $40K
GOOGL
Alphabet Inc.

Communication Services
-20
- 11.11%
$144.7 - $178.6 $2.89K - $3.57K
160 $28K
AMD
Advanced Micro Devices Inc

Technology
-20
- 18.18%
$78.21 - $143.81 $1.56K - $2.88K
90 $12K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-66
- 6.06%
$44.64 - $55.3 $2.95K - $3.65K
1.02K $56K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-129
- 3.71%
$33.46 - $41.33 $4.32K - $5.33K
3.34K $138K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-85
- 5.66%
$86.93 - $109.64 $7.39K - $9.32K
1.42K $155K
TSLA
Tesla, Inc.

Consumer Cyclical
-157
- 12.56%
$221.86 - $362.89 $34.8K - $57K
1.09K $347K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-221
- 3.49%
$120.49 - $141.16 $26.6K - $31.2K
6.12K $845K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.17K
- 3.12%
$24.38 - $30.18 $28.6K - $35.4K
36.5K $1.1M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-996
- 3.46%
$32.41 - $42.59 $32.3K - $42.4K
27.8K $1.18M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.76K
- 1.21%
$22.92 - $28.05 $40.4K - $49.4K
144K $4.03M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.62K
- 4.16%
$17.76 - $22.1 $118K - $146K
152K $3.37M
F
Ford Motor CO

Consumer Cyclical
-10.6K
- 2.12%
$8.69 - $10.85 $92.3K - $115K
491K $5.33M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.85K
- 1.83%
$19.6 - $24.44 $75.4K - $94.1K
206K $5.04M
Activity Summary
Buys All Purchases 93 New Holdings 29 Increased Positions 64 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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