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 |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 272 | $224,341,244 | +$7,550,650 | -$8,093,192 | -$542,542 | SCHQ, BKAG, SCHP, BKLC, SPHY | 13F-HR | 21 Jan 2026, 12:31 |
| Q3 2025 | 232 | $231,517,606 | +$96,758,842 | -$75,586,836 | +$21,172,006 | SCHQ, BKAG, SCHP, DELL, SPHY | 13F-HR | 07 Oct 2025, 12:00 |
| Q2 2025 | 270 | $202,674,228 | +$30,180,090 | -$15,732,435 | +$14,447,655 | BLV, SCHP, MOS, DELL, FAST | 13F-HR | 22 Jul 2025, 10:50 |
| Q1 2025 | 284 | $185,359,908 | +$38,802,685 | -$35,448,175 | +$3,354,510 | BLV, SCHP, ABBV, FAST, DKS | 13F-HR | 24 Apr 2025, 11:49 |
| Q4 2024 | 298 | $185,839,630 | +$22,954,078 | -$10,272,792 | +$12,681,286 | BLV, SCHP, DKS, PKG, RDN | 13F-HR | 14 Jan 2025, 16:05 |
| Q3 2024 | 338 | $196,559,360 | +$9,887,583 | -$16,958,303 | -$7,070,720 | BLV, SCHP, RDN, DKS, ABBV | 13F-HR | 21 Oct 2024, 13:03 |
| Q2 2024 | 225 | $203,892,784 | +$30,669,436 | -$5,348,116 | +$25,321,320 | BLV, SCHP, AVGO, DKS, RDN | 13F-HR | 12 Jul 2024, 09:41 |
| Q1 2024 | 221 | $184,503,330 | +$12,156,332 | -$37,199,224 | -$25,042,892 | BLV, SCHP, AVGO, DKS, RDN | 13F-HR | 05 Apr 2024, 16:11 |
| Q4 2023 | 246 | $192,988,348 | +$6,622,223 | -$11,179,780 | -$4,557,557 | BLV, SCHP, WSM, AVGO, RDN | 13F-HR | 23 Jan 2024, 12:27 |
| Q3 2023 | 266 | $177,091,335 | +$35,354,124 | -$20,334,416 | +$15,019,708 | BLV, SCHP, WSM, ABBV, AVGO | 13F-HR | 17 Oct 2023, 16:19 |
| Q2 2023 | 255 | $166,209,144 | +$11,690,732 | -$18,552,481 | -$6,861,749 | BLV, SCHP, AVGO, MRK, TXN | 13F-HR | 17 Jul 2023, 14:37 |
| Q1 2023 | 274 | $170,799,068 | +$29,733,550 | -$19,146,527 | +$10,587,023 | BLV, SCHP, ABBV, MRK, AVGO | 13F-HR | 14 Apr 2023, 09:56 |
| Q4 2022 | 229 | $158,776,000 | +$34,906,873 | -$14,330,101 | +$20,576,772 | BLV, SCHP, BKE, MRK, LOGI | 13F-HR | 10 Jan 2023, 12:50 |
| Q3 2022 | 239 | $127,358,000 | +$3,653,445 | -$20,931,162 | -$17,277,717 | SCHP, IGIB, ABBV, TXN, MRK | 13F-HR | 14 Oct 2022, 13:41 |
| Q2 2022 | 263 | $151,342,000 | +$17,497,551 | -$6,019,380 | +$11,478,171 | SCHP, IGIB, ABBV, MRK, HRB | 13F-HR | 19 Jul 2022, 10:59 |
| Q1 2022 | 280 | $158,302,000 | +$20,364,425 | -$27,796,347 | -$7,431,922 | SCHP, IGIB, AVGO, CTRA, ABBV | 13F-HR | 18 Apr 2022, 11:30 |
| Q4 2021 | 273 | $176,713,000 | +$27,090,439 | -$12,523,902 | +$14,566,537 | SCHP, AVGO, INFY, PFE, IGIB | 13F-HR | 24 Jan 2022, 11:38 |
| Q3 2021 | 266 | $151,002,000 | +$5,404,566 | -$2,505,000 | +$2,899,566 | SCHP, INFY, AVGO, IGIB, TXN | 13F-HR | 22 Oct 2021, 11:38 |
| Q2 2021 | 282 | $148,398,000 | +$8,587,825 | -$1,882,492 | +$6,705,333 | SCHP, AVGO, INFY, IGIB, TXN | 13F-HR | 22 Jul 2021, 08:49 |
| Q1 2021 | 303 | $137,050,000 | +$26,087,035 | -$27,602,795 | -$1,515,760 | SCHP, AVGO, INFY, TXN, IGIB | 13F-HR | 09 Apr 2021, 09:39 |
| Q4 2020 | 244 | $124,474,000 | +$6,764,521 | -$13,082,719 | -$6,318,198 | SCHP, AVGO, IGIB, INFY, TXN | 13F-HR | 29 Jan 2021, 11:57 |
| Q3 2020 | 215 | $113,853,000 | +$6,606,279 | -$3,831,651 | +$2,774,628 | SCHP, EAT, AVGO, IGIB, TXN | 13F-HR | 19 Oct 2020, 15:58 |
| Q2 2020 | 168 | $103,406,000 | +$5,038,022 | -$1,919,026 | +$3,118,996 | SCHP, AVGO, EAT, ABBV, IGIB | 13F-HR | 31 Jul 2020, 13:42 |
| Q1 2020 | 166 | $86,532,000 | +$17,412,207 | -$19,005,503 | -$1,593,296 | SCHP, IGIB, AVGO, ABBV, TXN | 13F-HR | 09 Apr 2020, 09:01 |
| Q4 2019 | 178 | $105,581,000 | $0 | $0 | $0 | SCHP, IGIB, AVGO, EGOV, IGLB | 13F-HR | 07 Feb 2020, 15:48 |