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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 8 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 3,775.0 $26K 0.01% NEW $7.01
142 V VISA INC COM CL A Financial Services 75.0 $26K 0.01% NEW $350.71 -4.1%
143 WM WASTE MGMT INC DEL COM Industrials 115.0 $25K 0.01% NEW $219.71 +2.6%
144 CGW INVESCO S&P GLOBAL WATER INDEX ETF 395.0 $25K 0.01% NEW $63.01 +4.1%
145 RTX RTX CORPORATION COM Industrials 131.0 $24K 0.01% NEW $183.40 +2.5%
146 VTV VANGUARD VALUE ETF 123.0 $23K 0.01% NEW $190.99 +14.3%
147 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 1,409.0 $23K 0.01% NEW $16.43 +18.7%
148 TGT TARGET CORP COM Consumer Defensive 225.0 $22K 0.01% NEW $97.75 +43.6%
149 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 211.0 $22K 0.01% NEW $101.98 +22.5%
150 XVV ISHARES ESG SELECT SCREENED S&P 500 ETF 403.0 $21K 0.01% NEW $52.70 +5.5%
151 HOLOGIC INC COM 285.0 $21K 0.01% NEW $74.49
152 CAG CONAGRA BRANDS INC COM Consumer Defensive 1,136.0 $20K 0.01% NEW $17.31 -18.7%
153 BWXT BWX TECHNOLOGIES INC COM Industrials 112.0 $19K 0.01% NEW $172.84 +14.5%
154 LOW LOWES COS INC COM Consumer Cyclical 80.0 $19K 0.01% NEW $241.16 -7.7%
155 AMD ADVANCED MICRO DEVICES INC COM Technology 90.0 $19K 0.01% NEW $214.16 +143.6%
156 LRNZ TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 399.0 $19K 0.01% NEW $47.66 +26.7%
157 AXP AMERICAN EXPRESS CO COM Financial Services 48.0 $18K 0.01% NEW $369.96 -8.0%
158 WCLD WISDOMTREE CLOUD COMPUTING FUND 506.0 $18K 0.01% NEW $35.01 -12.3%
159 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 565.0 $17K 0.01% NEW $29.61 +16.5%
160 TFC TRUIST FINL CORP COM Financial Services 333.0 $16K 0.01% NEW $49.21 +2.6%
Page 8 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%