CIK 1786411
Carolina Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
272
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 272
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HAS | HASBRO INC COM | 808 | $50K–$100K | SH |
| TRGP | TARGA RES CORP COM | 347 | $50K–$100K | SH |
| MDT | MEDTRONIC PLC SHS | 661 | $50K–$100K | SH |
| MMM | 3M CO COM | 388 | $50K–$100K | SH |
| COST | COSTCO WHSL CORP NEW COM | 72 | $50K–$100K | SH |
| CL | COLGATE PALMOLIVE CO COM | 782 | $50K–$100K | SH |
| BP | BP PLC SPONSORED ADR | 2K | $50K–$100K | SH |
| TROW | PRICE T ROWE GROUP INC COM | 578 | $50K–$100K | SH |
| SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | 941 | $50K–$100K | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 187 | $50K–$100K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 197 | $50K–$100K | SH |
| EQH | EQUITABLE HLDGS INC COM | 1K | $50K–$100K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 565 | $50K–$100K | SH |
| SMG | SCOTTS MIRACLE-GRO CO CL A | 963 | $50K–$100K | SH |
| LMT | LOCKHEED MARTIN CORP COM | 113 | $50K–$100K | SH |
| UL | UNILEVER PLC SPON ADR NEW | 826 | $50K–$100K | SH |
| BBY | BEST BUY INC COM | 803 | $50K–$100K | SH |
| CMCSA | COMCAST CORP NEW CL A | 2K | $50K–$100K | SH |
| APAM | ARTISAN PARTNERS ASSET MGMT IN CL A | 1K | $50K–$100K | SH |
| JPM | JPMORGAN CHASE & CO. COM | 158 | $50K–$100K | SH |
| ESGG | FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND | 247 | $50K–$100K | SH |
| HRB | BLOCK H & R INC COM | 1K | $50K–$100K | SH |
| TXN | TEXAS INSTRS INC COM | 283 | $15K–$50K | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 198 | $15K–$50K | SH |
| NUE | NUCOR CORP COM | 289 | $15K–$50K | SH |
| HPQ | HP INC COM | 2K | $15K–$50K | SH |
| DRI | DARDEN RESTAURANTS INC COM | 249 | $15K–$50K | SH |
| BX | BLACKSTONE INC COM | 295 | $15K–$50K | SH |
| PAYX | PAYCHEX INC COM | 400 | $15K–$50K | SH |
| KMB | KIMBERLY-CLARK CORP COM | 442 | $15K–$50K | SH |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | 1K | $15K–$50K | SH |
| META | META PLATFORMS INC CL A | 64 | $15K–$50K | SH |
| BBWI | BATH & BODY WORKS INC COM | 2K | $15K–$50K | SH |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | 647 | $15K–$50K | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 290 | $15K–$50K | SH |
| EVRG | EVERGY INC COM | 478 | $15K–$50K | SH |
| CLX | CLOROX CO DEL COM | 328 | $15K–$50K | SH |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | 653 | $15K–$50K | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 265 | $15K–$50K | SH |
| PRU | PRUDENTIAL FINL INC COM | 235 | $15K–$50K | SH |
| DJTWW | TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 | 4K | $15K–$50K | SH |
| V | VISA INC COM CL A | 75 | $15K–$50K | SH |
| WM | WASTE MGMT INC DEL COM | 115 | $15K–$50K | SH |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | 395 | $15K–$50K | SH |
| RTX | RTX CORPORATION COM | 131 | $15K–$50K | SH |
| VTV | VANGUARD VALUE ETF | 123 | $15K–$50K | SH |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | 1K | $15K–$50K | SH |
| TGT | TARGET CORP COM | 225 | $15K–$50K | SH |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 211 | $15K–$50K | SH |
| XVV | ISHARES ESG SELECT SCREENED S&P 500 ETF | 403 | $15K–$50K | SH |