Carolina Wealth Advisors, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $179 Million distributed in 299 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 $24.5M, Schwab Strategic Us Tips ETF with a value of $20.4M, Dick'S Sporting Goods, Inc. with a value of $8.49M, Packaging Corp Of America with a value of $7.87M, and Radian Group Inc with a value of $7.35M.
Examining the 13F form we can see an decrease of $10.7M in the current position value, from $189M to 179M.
Below you can find more details about Carolina Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$179 Million
ETFs: $71.7 Million
Consumer Cyclical: $32.9 Million
Financial Services: $19.9 Million
Technology: $14.7 Million
Industrials: $13.3 Million
Communication Services: $10.3 Million
Healthcare: $7.95 Million
Consumer Defensive: $6.89 Million
Other: $1.15 Million
Stock Holdings Table Market Cap. of $200 Billions or more
