Carolina Wealth Advisors, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $196 Million distributed in 270 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Long with a value of $24.6M, Schwab Strategic Us Tips ETF with a value of $20.1M, Mosaic CO with a value of $9.03M, Dell Technologies Inc. with a value of $8.87M, and Fastenal CO with a value of $8.5M.
Examining the 13F form we can see an increase of $17.1M in the current position value, from $178M to 196M.
Below you can find more details about Carolina Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$196 Million
ETFs: $75.4 Million
Consumer Cyclical: $28.7 Million
Technology: $26.5 Million
Financial Services: $14.4 Million
Industrials: $12.3 Million
Healthcare: $12.1 Million
Consumer Defensive: $10.3 Million
Basic Materials: $9.08 Million
Other: $6.85 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
