Carolina Wealth Advisors, LLC
CIK Number: 0001786411
Main Sectors:
Top Industries:
Filing Date: Jul 22, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BLV | Vanguard Long-T... | 71.01 | +0.29% | 353.98K | -6.29% | 24.62M | 71.75 | 12.96% | Share |
| 2 | SCHP | Schwab U.S. TIP... | 26.89 | -0.06% | 754.88K | -5.05% | 20.14M | 28.75 | 10.61% | Share |
| 3 | MOS | The Mosaic Comp... | 34.78 | +2.84% | 247.65K | +4.36% | 9.03M | 27.41 | 4.76% | Share |
| 4 | DELL | Dell Technologi... | 147.40 | -1.52% | 72.34K | +100.00% | 8.87M | 122.6 | 4.67% | Share |
| 5 | FAST | Fastenal Compan... | 48.17 | +0.94% | 202.34K | +104.96% | 8.5M | 42.37 | 4.48% | Share |
| 6 | DKS | DICK'S Sporting... | 230.51 | -1% | 37.39K | +2.33% | 7.4M | 118.63 | 3.89% | Share |
| 7 | ABBV | AbbVie Inc. | 236.58 | -3.19% | 38.89K | +1.36% | 7.22M | 97.71 | 3.80% | Share |
| 8 | GES | Guess', Inc. | 16.84 | -0.15% | 566.54K | +7.49% | 6.85M | 11.14 | 3.61% | Share |
| 9 | DOX | Amdocs Limited | 82.11 | +1.03% | 72.51K | +0.82% | 6.62M | 91.5 | 3.48% | Share |
| 10 | VZ | Verizon Communi... | 43.40 | -0.98% | 143.99K | +2.23% | 6.23M | 42.39 | 3.28% | Share |
| 11 | CHCO | City Holding Co... | 121.77 | -0.61% | 46.21K | +2.34% | 5.66M | 79.45 | 2.98% | Share |
| 12 | F | Ford Motor Comp... | 12.23 | -0.29% | 491.36K | -2.12% | 5.33M | 12.75 | 2.81% | Share |
| 13 | SCHX | Schwab U.S. Lar... | 26.50 | +0.21% | 206.16K | -1.83% | 5.04M | 13.89 | 2.65% | Share |
| 14 | SCHA | Schwab U.S. Sma... | 28.09 | +0.52% | 189.53K | +0.25% | 4.8M | 18.87 | 2.53% | Share |
| 15 | TAP | Molson Coors Be... | 46.17 | +0.32% | 97.04K | +2.37K% | 4.67M | 48.66 | 2.46% | Share |
| 16 | BLMN | Bloomin' Brands... | 7.24 | +1.83% | 538.47K | +1.28% | 4.64M | 7.19 | 2.44% | Share |
| 17 | INFY | Infosys Limited | 16.15 | -1.34% | 225K | +2.60% | 4.17M | 12.6 | 2.20% | Share |
| 18 | SCHM | Schwab U.S. Mid... | 29.93 | +0.52% | 143.82K | -1.21% | 4.03M | 20.15 | 2.12% | Share |
| 19 | EIG | Employers Holdi... | 42.19 | -0.37% | 73.31K | +1.23% | 3.46M | 41.48 | 1.82% | Share |
| 20 | SCHF | Schwab Internat... | 23.52 | +0.23% | 152.4K | -4.16% | 3.37M | 17.27 | 1.77% | Share |
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