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Portfolio (Quarterly) Guide ↗

Carolina Wealth Advisors, LLC

· CIK 0001786411
13F Portfolio $240M AUM 278 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New 75 Added 54 Reduced 63 Exited
Page 6 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GOOG ALPHABET INC CAP STK CL C Communication Services 372.0 $107K 0.04% +125.0 +50.6% $286.86 +16.7%
102 USFD US FOODS HLDG CORP COM Consumer Defensive 1,000.0 $92K 0.04% $92.21 +6.6%
103 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 91.0 $91K 0.04% +19.0 +26.4% $996.43 -4.4%
104 GOOGL ALPHABET INC CAP STK CL A Communication Services 311.0 $89K 0.04% +124.0 +66.3% $287.56 +17.3%
105 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 900.0 $73K 0.03% $80.95 +3.2%
106 VOE VANGUARD MID-CAP VALUE ETF 375.0 $69K 0.03% $184.28 +8.0%
107 VGT VANGUARD INFORMATION TECHNOLOGY ETF 99.0 $69K 0.03% -4.0 -3.9% $697.72 -83.7%
108 BSCX INVESCO BULLETSHARES 2033 CORPORATE BOND ETF 3,239.0 $69K 0.03% -894.0 -21.6% $21.15 -0.2%
109 MSFT MICROSOFT CORP COM Technology 183.0 $68K 0.03% -14.0 -7.1% $370.17 +0.8%
110 LITE LUMENTUM HLDGS INC COM Technology 88.0 $62K 0.03% NEW $702.76 +16.3%
111 MMM 3M CO COM Industrials 388.0 $56K 0.02% $145.23 +12.9%
112 SNPE XTRACKERS S&P 500 SCORED & SCREENED ETF 896.0 $53K 0.02% -45.0 -4.8% $59.55 +13.4%
113 SCHW SCHWAB CHARLES CORP COM Financial Services 565.0 $53K 0.02% $93.98 -3.5%
114 ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND 247.0 $49K 0.02% $199.89 +15.2%
115 NUE NUCOR CORP COM Basic Materials 289.0 $49K 0.02% $169.10 +41.8%
116 JPM JPMORGAN CHASE & CO COM Financial Services 149.0 $44K 0.02% -9.0 -5.7% $294.16 +11.9%
117 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 104.0 $41K 0.02% +71.0 +215.2% $391.76 +129.7%
118 EVRG EVERGY INC COM Utilities 478.0 $39K 0.02% $81.92 +6.5%
119 AVGO BROADCOM INC COM Technology 111.0 $34K 0.01% +98.0 +753.9% $309.51 +17.9%
120 META META PLATFORMS INC CL A Communication Services 60.0 $34K 0.01% -4.0 -6.2% $572.13 -3.8%
Page 6 of 14  ·  278 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
Healthcare 20.4%
Technology 17.3%
Consumer Defensive 16.3%
Consumer Cyclical 15.5%
Industrials 7.0%
Basic Materials 7.0%
Financial Services 6.2%
Energy 5.8%
Communication Services 4.3%
Utilities 0.1%