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Portfolio (Quarterly) Guide ↗

Carolina Wealth Advisors, LLC

· CIK 0001786411
13F Portfolio $224M AUM 272 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 272 New
Page 5 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 3,089.0 $142K 0.06% NEW $45.98 +20.2%
82 ABBV ABBVIE INC COM Healthcare 605.0 $138K 0.06% NEW $228.49 +10.1%
83 PEP PEPSICO INC COM Consumer Defensive 886.0 $127K 0.06% NEW $143.52 -1.5%
84 PG PROCTER AND GAMBLE CO COM Consumer Defensive 868.0 $124K 0.06% NEW $143.31 +4.0%
85 VB VANGUARD SMALL-CAP ETF 444.0 $115K 0.05% NEW $257.95 +16.1%
86 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1,603.0 $108K 0.05% NEW $67.22 +20.9%
87 MSFT MICROSOFT CORP COM Technology 197.0 $95K 0.04% NEW $483.62 -22.9%
88 JGRO JPMORGAN ACTIVE GROWTH ETF 974.0 $90K 0.04% NEW $92.80 +1.3%
89 BSCX INVESCO BULLETSHARES 2033 CORPORATE BOND ETF 4,133.0 $89K 0.04% NEW $21.46 -1.6%
90 SCCO SOUTHERN COPPER CORP COM Basic Materials 608.0 $87K 0.04% NEW $143.47 +19.4%
91 VGT VANGUARD INFORMATION TECHNOLOGY ETF 103.0 $78K 0.04% NEW $753.78 -84.9%
92 GOOG ALPHABET INC CAP STK CL C Communication Services 247.0 $78K 0.04% NEW $313.80 +6.7%
93 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 805.0 $76K 0.03% NEW $93.97 +10.5%
94 USFD US FOODS HLDG CORP COM Consumer Defensive 1,000.0 $75K 0.03% NEW $75.32 +30.5%
95 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 900.0 $72K 0.03% NEW $80.30 +4.1%
96 MCD MCDONALDS CORP COM Consumer Cyclical 224.0 $68K 0.03% NEW $305.63 -11.7%
97 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 1,250.0 $67K 0.03% NEW $53.94 +6.6%
98 TIGO MILLICOM INTL CELLULAR S A COM STK Communication Services 1,213.0 $67K 0.03% NEW $55.44 +61.0%
99 VOE VANGUARD MID-CAP VALUE ETF 375.0 $67K 0.03% NEW $177.37 +12.2%
100 UNP UNION PAC CORP COM Industrials 287.0 $66K 0.03% NEW $231.32 +16.0%
Page 5 of 14  ·  272 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.2%
Consumer Cyclical 17.8%
Financial Services 14.3%
Healthcare 9.3%
Industrials 9.2%
Consumer Defensive 8.8%
Communication Services 5.8%
Energy 5.6%
Basic Materials 4.8%
Utilities 0.1%