Notify me when Carolina Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 232 | $232M | +$96.8M | -$75.6M | +$21.2M | SCHQ, BKAG, SCHP, DELL, SPHY | 13F-HR | 07 Oct 2025 |
| Q2 2025 | 270 | $203M | +$30.2M | -$15.7M | +$14.4M | BLV, SCHP, MOS, DELL, FAST | 13F-HR | 22 Jul 2025 |
| Q1 2025 | 284 | $185M | +$38.8M | -$35.4M | +$3.35M | BLV, SCHP, ABBV, FAST, DKS | 13F-HR | 24 Apr 2025 |
| Q4 2024 | 298 | $186M | +$23M | -$10.3M | +$12.7M | BLV, SCHP, DKS, PKG, RDN | 13F-HR | 14 Jan 2025 |
| Q3 2024 | 338 | $197M | +$9.89M | -$17M | -$7.07M | BLV, SCHP, RDN, DKS, ABBV | 13F-HR | 21 Oct 2024 |
| Q2 2024 | 225 | $204M | +$30.7M | -$5.35M | +$25.3M | BLV, SCHP, AVGO, DKS, RDN | 13F-HR | 12 Jul 2024 |
| Q1 2024 | 219 | $185M | +$12.2M | -$37.2M | -$25M | BLV, SCHP, AVGO, DKS, RDN | 13F-HR | 05 Apr 2024 |
| Q4 2023 | 245 | $193M | +$6.62M | -$11.2M | -$4.56M | BLV, SCHP, WSM, AVGO, RDN | 13F-HR | 23 Jan 2024 |
| Q3 2023 | 265 | $177M | +$35.4M | -$14.3M | +$21M | BLV, SCHP, WSM, ABBV, AVGO | 13F-HR | 17 Oct 2023 |
| Q2 2023 | 255 | $166M | +$11.7M | -$6.21M | +$5.48M | BLV, SCHP, AVGO, MRK, TXN | 13F-HR | 17 Jul 2023 |
| Q1 2023 | 274 | $171M | +$29.7M | -$16.3M | +$13.4M | BLV, SCHP, ABBV, MRK, AVGO | 13F-HR | 14 Apr 2023 |
| Q4 2022 | 218 | $159M | +$34.9M | -$13.4M | +$21.5M | BLV, SCHP, BKE, MRK, LOGI | 13F-HR | 10 Jan 2023 |
| Q3 2022 | 226 | $127M | +$3.65M | -$27.2K | +$3.63M | SCHP, IGIB, ABBV, TXN, MRK | 13F-HR | 14 Oct 2022 |
| Q2 2022 | 248 | $151M | +$17.5M | -$4.78M | +$12.7M | SCHP, IGIB, ABBV, MRK, HRB | 13F-HR | 19 Jul 2022 |
| Q1 2022 | 264 | $158M | +$20.4M | -$13.7M | +$6.71M | SCHP, IGIB, AVGO, CTRA, ABBV | 13F-HR | 18 Apr 2022 |
| Q4 2021 | 257 | $176M | +$27.1M | -$8.65M | +$18.4M | SCHP, AVGO, INFY, PFE, IGIB | 13F-HR | 24 Jan 2022 |
| Q3 2021 | 263 | $151M | +$5.41M | -$2.74M | +$2.67M | SCHP, INFY, AVGO, IGIB, TXN | 13F-HR | 22 Oct 2021 |
| Q2 2021 | 279 | $148M | +$8.59M | -$1.89M | +$6.71M | SCHP, AVGO, INFY, IGIB, TXN | 13F-HR | 22 Jul 2021 |
| Q1 2021 | 298 | $137M | +$26.1M | -$27.6M | -$1.52M | SCHP, AVGO, INFY, TXN, IGIB | 13F-HR | 09 Apr 2021 |
| Q4 2020 | 232 | $124M | +$6.76M | -$13.1M | -$6.29M | SCHP, AVGO, IGIB, INFY, TXN | 13F-HR | 29 Jan 2021 |
| Q3 2020 | 207 | $114M | +$6.61M | -$3.8M | +$2.81M | SCHP, EAT, AVGO, IGIB, TXN | 13F-HR | 19 Oct 2020 |
| Q2 2020 | 163 | $103M | +$5.04M | -$1.51M | +$3.53M | SCHP, AVGO, EAT, ABBV, IGIB | 13F-HR | 31 Jul 2020 |
| Q1 2020 | 162 | $86.5M | +$17.4M | -$12.8M | +$4.63M | SCHP, IGIB, AVGO, ABBV, TXN | 13F-HR | 09 Apr 2020 |
| Q4 2019 | 175 | $105M | SCHP, IGIB, AVGO, EGOV, IGLB | 13F-HR | 07 Feb 2020 |