Carolina Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$197M
Signature - Title
Christy Horlacher - Member
Location
Myrtle Beach, SC
Summary
This page shows a list of all the recent 13F filings made by Carolina Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Carolina Wealth Advisors, LLC reported 338 stock holdings with total value $197M as of Q3 2024. Top holdings included BLV, SCHP, RDN, DKS, and ABBV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 338 $197M +$9.89M -$17M -$7.07M BLV, SCHP, RDN, DKS, ABBV 13F-HR 10/21/2024, 01:03 PM
Q2 2024 225 $204M +$30.7M -$5.35M +$25.3M BLV, SCHP, AVGO, DKS, RDN 13F-HR 7/12/2024, 09:41 AM
Q1 2024 221 $185M +$12.2M -$37.2M -$25M BLV, SCHP, AVGO, DKS, RDN 13F-HR 4/5/2024, 04:11 PM
Q4 2023 246 $193M +$6.62M -$11.2M -$4.56M BLV, SCHP, WSM, AVGO, RDN 13F-HR 1/23/2024, 12:27 PM
Q3 2023 266 $177M +$35.4M -$20.3M +$15M BLV, SCHP, WSM, ABBV, AVGO 13F-HR 10/17/2023, 04:19 PM
Q2 2023 255 $166M +$11.7M -$18.6M -$6.86M BLV, SCHP, AVGO, MRK, TXN 13F-HR 7/17/2023, 02:37 PM
Q1 2023 274 $171M +$29.7M -$19.1M +$10.6M BLV, SCHP, ABBV, MRK, AVGO 13F-HR 4/14/2023, 09:56 AM
Q4 2022 229 $159M +$34.9M -$14.3M +$20.6M BLV, SCHP, BKE, MRK, LOGI 13F-HR 1/10/2023, 12:50 PM
Q3 2022 239 $127M +$3.65M -$20.9M -$17.3M SCHP, IGIB, ABBV, TXN, MRK 13F-HR 10/14/2022, 01:41 PM
Q2 2022 263 $151M +$17.5M -$6.02M +$11.5M SCHP, IGIB, ABBV, MRK, HRB 13F-HR 7/19/2022, 10:59 AM
Q1 2022 280 $158M +$20.4M -$27.8M -$7.43M SCHP, IGIB, AVGO, CTRA, ABBV 13F-HR 4/18/2022, 11:30 AM
Q4 2021 273 $177M +$27.1M -$12.5M +$14.6M SCHP, AVGO, INFY, PFE, IGIB 13F-HR 1/24/2022, 11:38 AM
Q3 2021 266 $151M +$5.4M -$2.51M +$2.9M SCHP, INFY, AVGO, IGIB, TXN 13F-HR 10/22/2021, 11:38 AM
Q2 2021 282 $148M +$8.59M -$1.88M +$6.71M SCHP, AVGO, INFY, IGIB, TXN 13F-HR 7/22/2021, 08:49 AM
Q1 2021 303 $137M +$26.1M -$27.6M -$1.52M SCHP, AVGO, INFY, TXN, IGIB 13F-HR 4/9/2021, 09:39 AM
Q4 2020 244 $124M +$6.76M -$13.1M -$6.32M SCHP, AVGO, IGIB, INFY, TXN 13F-HR 1/29/2021, 11:57 AM
Q3 2020 215 $114M +$6.61M -$3.83M +$2.77M SCHP, EAT, AVGO, IGIB, TXN 13F-HR 10/19/2020, 03:58 PM
Q2 2020 168 $103M +$5.04M -$1.92M +$3.12M SCHP, AVGO, EAT, ABBV, IGIB 13F-HR 7/31/2020, 01:42 PM
Q1 2020 166 $86.5M +$17.4M -$19M -$1.59M SCHP, IGIB, AVGO, ABBV, TXN 13F-HR 4/9/2020, 09:01 AM
Q4 2019 178 $106M $0 $0 SCHP, IGIB, AVGO, EGOV, IGLB 13F-HR 2/7/2020, 03:48 PM