Carolina Wealth Advisors, LLC Portfolio Holdings

Carolina Wealth Advisors, LLC

  • $179 Million
  • Q4 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 299
  • Current Value $179 Million
  • Prior Value $189 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 28 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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