Carolina Wealth Advisors, LLC Portfolio Holdings
Carolina Wealth Advisors, LLC
- $197 Million
- Q2 2024
Carolina Wealth Advisors, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $197 Million distributed in 226 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 $25.7M, Schwab Strategic Us Tips ETF with a value of $20.6M, Broadcom Inc. with a value of $11M, Dick'S Sporting Goods, Inc. with a value of $8.49M, and Radian Group Inc with a value of $7.67M.
Examining the 13F form we can see an increase of $17.3M in the current position value, from $180M to 197M.
Below you can find more details about Carolina Wealth Advisors, LLC portfolio as well as his latest detailed transactions.