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 201–250 of 272
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PB | PROSPERITY BANCSHARES INC COM | 75 | $1K–$15K | SH |
| PPG | PPG INDS INC COM | 50 | $1K–$15K | SH |
| OZK | BANK OZK LITTLE ROCK ARK COM | 110 | $1K–$15K | SH |
| UPS | UNITED PARCEL SERVICE INC CL B | 50 | $1K–$15K | SH |
| NNN | NNN REIT INC COM | 120 | $1K–$15K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 40 | $1K–$15K | SH |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | 57 | $1K–$15K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 10 | $1K–$15K | SH |
| AVGO | BROADCOM INC COM | 13 | $1K–$15K | SH |
| FLO | FLOWERS FOODS INC COM | 400 | $1K–$15K | SH |
| D | DOMINION ENERGY INC COM | 70 | $1K–$15K | SH |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 70 | $1K–$15K | SH |
| BJ | BJS WHSL CLUB HLDGS INC COM | 42 | $1K–$15K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 9 | $1K–$15K | SH |
| EME | EMCOR GROUP INC COM | 5 | $1K–$15K | SH |
| FOXA | FOX CORP CL A COM | 40 | $1K–$15K | SH |
| STZ | CONSTELLATION BRANDS INC CL A | 20 | $1K–$15K | SH |
| CW | CURTISS WRIGHT CORP COM | 5 | $1K–$15K | SH |
| AIZ | ASSURANT INC COM | 11 | $1K–$15K | SH |
| ENSG | ENSIGN GROUP INC COM | 15 | $1K–$15K | SH |
| CBOE | CBOE GLOBAL MKTS INC COM | 10 | $1K–$15K | SH |
| STRL | STERLING INFRASTRUCTURE INC COM | 8 | $1K–$15K | SH |
| FSM | FORTUNA MNG CORP COM NEW | 245 | $1K–$15K | SH |
| UHS | UNIVERSAL HLTH SVCS INC CL B | 11 | $1K–$15K | SH |
| WTFC | WINTRUST FINL CORP COM | 17 | $1K–$15K | SH |
| PYPL | PAYPAL HLDGS INC COM | 40 | $1K–$15K | SH |
| DIS | DISNEY WALT CO COM | 19 | $1K–$15K | SH |
| CACI | CACI INTL INC CL A | 4 | $1K–$15K | SH |
| RL | RALPH LAUREN CORP CL A | 6 | $1K–$15K | SH |
| NEM | NEWMONT CORP COM | 21 | $1K–$15K | SH |
| LULU | LULULEMON ATHLETICA INC COM | 10 | $1K–$15K | SH |
| OSIS | OSI SYSTEMS INC COM | 8 | $1K–$15K | SH |
| WMB | WILLIAMS COS INC COM | 32 | $1K–$15K | SH |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | 47 | $1K–$15K | SH |
| AYI | ACUITY INC COM | 5 | $1K–$15K | SH |
| DOCU | DOCUSIGN INC COM | 26 | $1K–$15K | SH |
| PH | PARKER-HANNIFIN CORP COM | 2 | $1K–$15K | SH |
| ADBE | ADOBE INC COM | 5 | $1K–$15K | SH |
| GFI | GOLD FIELDS LTD SPONSORED ADR | 40 | $1K–$15K | SH |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | 33 | $1K–$15K | SH |
| ATO | ATMOS ENERGY CORP COM | 10 | $1K–$15K | SH |
| NFG | NATIONAL FUEL GAS CO COM | 20 | $1K–$15K | SH |
| BRX | BRIXMOR PPTY GROUP INC COM | 59 | $1K–$15K | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 10 | $1K–$15K | SH |
| HAL | HALLIBURTON CO COM | 50 | $1K–$15K | SH |
| SEIC | SEI INVTS CO COM | 17 | $1K–$15K | SH |
| KMX | CARMAX INC COM | 33 | $1K–$15K | SH |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 31 | $1K–$15K | SH |
| QLYS | QUALYS INC COM | 8 | $1K–$15K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 13 | $1K–$15K | SH |