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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 7 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND 247.0 $51K 0.02% NEW $205.28 +12.1%
122 HRB BLOCK H & R INC COM Consumer Cyclical 1,151.0 $50K 0.02% NEW $43.58 -14.6%
123 TXN TEXAS INSTRS INC COM Technology 283.0 $49K 0.02% NEW $173.49 +64.5%
124 ITW ILLINOIS TOOL WKS INC COM Industrials 198.0 $49K 0.02% NEW $246.30 +8.7%
125 NUE NUCOR CORP COM Basic Materials 289.0 $47K 0.02% NEW $163.11 +47.0%
126 HPQ HP INC COM Technology 2,105.0 $47K 0.02% NEW $22.28 +2.7%
127 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 249.0 $46K 0.02% NEW $184.02 +16.1%
128 BX BLACKSTONE INC COM Financial Services 295.0 $45K 0.02% NEW $154.14 -25.1%
129 PAYX PAYCHEX INC COM Industrials 400.0 $45K 0.02% NEW $112.18 -10.9%
130 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 442.0 $45K 0.02% NEW $100.89 +8.4%
131 TSPA T. ROWE PRICE U.S. EQUITY RESEARCH ETF 1,032.0 $44K 0.02% NEW $42.78 +8.4%
132 META META PLATFORMS INC CL A Communication Services 64.0 $42K 0.02% NEW $660.09 -16.6%
133 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 2,100.0 $42K 0.02% NEW $20.08 +13.8%
134 EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 647.0 $41K 0.02% NEW $64.04 +15.7%
135 IVW ISHARES S&P 500 GROWTH ETF 290.0 $36K 0.02% NEW $123.26 +7.6%
136 EVRG EVERGY INC COM Utilities 478.0 $35K 0.01% NEW $72.49 +20.3%
137 CLX CLOROX CO DEL COM Consumer Defensive 328.0 $33K 0.01% NEW $100.83 -3.3%
138 FEGE FIRST EAGLE GLOBAL EQUITY ETF 653.0 $30K 0.01% NEW $46.03 +6.5%
139 MUB ISHARES NATIONAL MUNI BOND ETF 265.0 $28K 0.01% NEW $107.11 +0.5%
140 PRU PRUDENTIAL FINL INC COM Financial Services 235.0 $27K 0.01% NEW $112.88 -4.1%
Page 7 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%