Carolina Wealth Advisors, LLC Sells in Q1 2025

Carolina Wealth Advisors, LLC

  • $178 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PKG
Packaging Corp Of America

Consumer Cyclical
-34.8K
- 99.53%
$192.03 - $242.13 $6.68M - $8.42M
165 $32K
RDN
Radian Group Inc

Financial Services
-231K
- 99.62%
$30.6 - $34.58 $7.06M - $7.98M
881 $29K
AVGO
Broadcom Inc.

Technology
-13.4K
- 42.72%
$167.43 - $244.7 $2.24M - $3.27M
17.9K $3M
SSTK
Shutterstock, Inc.

Communication Services
-32.5K
- 29.39%
$17.79 - $34.5 $577K - $1.12M
77.9K $1.45M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-551
- 1.49%
$186.55 - $250.04 $103K - $138K
36.5K $7.36M
INFY
Infosys LTD

Technology
-3.41K
- 1.53%
$18.06 - $22.89 $61.6K - $78.1K
219K $4M
UAL
United Airlines Holdings, Inc.

Industrials
-6.77K
- 59.56%
$69.05 - $110.52 $467K - $748K
4.59K $317K
TWLO
Twilio Inc

Communication Services
-5.38K
- 59.61%
$94.9 - $148.35 $511K - $798K
3.65K $356K
GBX
Greenbrier Companies Inc

Industrials
-8.26K
- 59.63%
$51.22 - $70.7 $423K - $584K
5.6K $286K
DAL
Delta Air Lines, Inc.

Industrials
-7.66K
- 59.63%
$43.6 - $69.06 $334K - $529K
5.18K $225K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
-24.9K
- 59.32%
$19.28 - $22.3 $479K - $554K
17.1K $328K
OC
Owens Corning

Industrials
-2.64K
- 59.59%
$137.83 - $191.19 $364K - $504K
1.79K $255K
L
Loews Corp

Financial Services
-5.91K
- 59.63%
$81.13 - $91.91 $480K - $544K
4K $367K
POST
Post Holdings, Inc.

Consumer Defensive
-4.03K
- 59.7%
$104.57 - $116.92 $421K - $471K
2.72K $316K
RNR
Renaissancere Holdings LTD

Financial Services
-1.67K
- 59.64%
$226.55 - $263.22 $378K - $439K
1.13K $270K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
-11.6K
- 59.67%
$29.2 - $32.92 $338K - $381K
7.83K $241K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.82K
- 3.14%
$21.75 - $24.28 $148K - $166K
210K $4.64M
CAL
Caleres Inc

Consumer Cyclical
-14.3K
- 59.68%
$15.27 - $22.49 $218K - $320K
9.63K $165K
PHM
Pultegroup Inc

Consumer Cyclical
-3.28K
- 59.74%
$101.09 - $118.51 $331K - $388K
2.21K $226K
ENS
Ener Sys

Industrials
-3.97K
- 59.72%
$89.62 - $103.2 $356K - $410K
2.68K $245K
FOR
Forestar Group Inc.

Real Estate
-12.3K
- 59.91%
$21.07 - $27.26 $260K - $336K
8.25K $174K
OSK
Oshkosh Corp

Industrials
-3.61K
- 59.6%
$89.56 - $116.4 $324K - $421K
2.45K $230K
CPA
Copa Holdings, S.A.

Industrials
-3.83K
- 59.69%
$85.71 - $98.05 $328K - $375K
2.58K $238K
TAP
Molson Coors Beverage CO

Consumer Defensive
-5.81K
- 59.63%
$52.44 - $62.91 $305K - $366K
3.93K $239K
F
Ford Motor CO

Consumer Cyclical
-38.4K
- 7.11%
$9.12 - $10.43 $350K - $400K
502K $5.03M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.81K
- 1.23%
$25.58 - $29.24 $46.4K - $53K
146K $3.81M
MAR
Marriott International Inc

Consumer Cyclical
-886
- 97.79%
$237.01 - $304.45 $210K - $270K
20 $4K
CAG
Conagra Brands Inc.

Consumer Defensive
-1.66K
- 1.2%
$23.9 - $27.67 $39.7K - $46K
137K $3.66M
CHCO
City Holding CO

Financial Services
-669
- 1.46%
$114.48 - $120.39 $76.6K - $80.5K
45.2K $5.3M
EIG
Employers Holdings, Inc.

Financial Services
-880
- 1.2%
$47.46 - $52.08 $41.8K - $45.8K
72.4K $3.67M
COST
Costco Wholesale Corp

Consumer Defensive
-53
- 31.36%
$890.62 - $1076.86 $47.2K - $57.1K
116 $109K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-982
- 7.39%
$21.23 - $23.75 $20.8K - $23.3K
12.3K $265K
PG
Procter & Gamble CO

Consumer Defensive
-198
- 27.89%
$158.56 - $176.26 $31.4K - $34.9K
512 $87K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-195
- 11.48%
$96.93 - $109.51 $18.9K - $21.4K
1.5K $147K
MSFT
Microsoft Corp

Technology
-37
- 18.59%
$375.39 - $447.2 $13.9K - $16.5K
162 $60K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-238
- 6.41%
$37.84 - $44.02 $9.01K - $10.5K
3.47K $133K
TGT
Target Corp

Consumer Defensive
-30
- 6.45%
$103.65 - $142.5 $3.11K - $4.28K
435 $45K
MRK
Merck & Co., Inc.

Healthcare
-13
- 1.4%
$83.01 - $101.02 $1.08K - $1.31K
914 $82K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-105
- 8.79%
$49.54 - $55.15 $5.2K - $5.79K
1.09K $54K
PEP
Pepsico Inc

Consumer Defensive
-49
- 9.14%
$142.64 - $156.42 $6.99K - $7.66K
487 $73K
VGT
Vanguard Information Technolog

ETFs
-1
- 1.04%
$542.38 - $646.34 $542 - $646
95 $51K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-69
- 15.65%
$32.02 - $41.58 $2.21K - $2.87K
372 $12K
NKE
Nike, Inc.

Consumer Cyclical
-34
- 18.48%
$63.29 - $81.72 $2.15K - $2.78K
150 $9K
ESGG
Flexshares Stoxx Global Esg Se

ETFs
-21
- 5.95%
$167.28 - $180.62 $3.51K - $3.79K
332 $56K
LRNZ
Trueshares Technology, Ai & De

ETFs
-14
- 3.97%
$34.04 - $45.04 $477 - $631
339 $11K
Celestica Inc Com
-5.64K
- 59.6%
N/A
3.82K $0
MMM
3 M CO

Industrials
-14
- 2.81%
$129.7 - $155.12 $1.82K - $2.17K
484 $71K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 1.27%
$442.66 - $534.52 $4.43K - $5.35K
775 $412K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-158
- 2.43%
$111.19 - $129.47 $17.6K - $20.5K
6.34K $820K
Activity Summary
Buys All Purchases 66 New Holdings 25 Increased Positions 41 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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