Carolina Wealth Advisors, LLC Portfolio Holdings
Carolina Wealth Advisors, LLC
- $178 Million
- Q1 2025
Carolina Wealth Advisors, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $178 Million distributed in 284 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 $26.6M, Schwab Strategic Us Tips ETF with a value of $21.4M, Abb Vie Inc. with a value of $8.04M, Fastenal CO with a value of $7.66M, and Dick'S Sporting Goods, Inc. with a value of $7.36M.
Examining the 13F form we can see an decrease of $336K in the current position value, from $179M to 178M.
Below you can find more details about Carolina Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$178 Million
ETFs: $74.8 Million
Consumer Cyclical: $25.8 Million
Technology: $18.6 Million
Financial Services: $13.6 Million
Industrials: $12.3 Million
Healthcare: $11.4 Million
Communication Services: $8.36 Million
Consumer Defensive: $6.8 Million
Other: $6.79 Million