Carolina Wealth Advisors, LLC Purchases in Q4 2025

Carolina Wealth Advisors, LLC

  • $213 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PPG
Ppg Industries Inc

Basic Materials
50
New
$94.92 - $105.45 $4.75K - $5.27K
50 $4K
NNN
National Retail Properties, Inc.

Real Estate
120
New
$39.65 - $42.98 $4.76K - $5.16K
120 $4K
FLO
Flowers Foods Inc

Consumer Defensive
400
New
$11.37 - $13.16 $4.55K - $5.26K
400 $4K
TROW
Price T Rowe Group Inc

Financial Services
48
+ 9.06%
$101.07 - $106.13 $4.85K - $5.09K
578 $58K
KLAC
Kla Corp

Technology
2
+ 28.57%
$982.75 - $1235.28 $1.97K - $2.47K
9 $10K
TRGP
Targa Resources Corp.

Energy
2
+ 0.58%
$146.3 - $173.23 $293 - $346
347 $60K
EME
Emcor Group, Inc.

Industrials
5
New
$618.96 - $777.0 $3.09K - $3.89K
5 $3K
STRL
Sterling Construction CO Inc

Industrials
8
New
$326.6 - $411.07 $2.61K - $3.29K
8 $2K
AIZ
Assurant, Inc.

Financial Services
11
New
$207.7 - $228.59 $2.28K - $2.51K
11 $2K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14
+ 0.09%
$25.2 - $26.46 $353 - $370
15K $387K
CW
Curtiss Wright Corp

Industrials
5
New
$536.42 - $601.78 $2.68K - $3.01K
5 $2K
OSIS
Osi Systems Inc

Technology
8
New
$241.5 - $286.96 $1.93K - $2.3K
8 $2K
PYPL
Pay Pal Holdings, Inc.

Financial Services
40
New
$61.89 - $76.13 $2.48K - $3.05K
40 $2K
BMY
Bristol Myers Squibb CO

Healthcare
2
+ 0.16%
$42.6 - $49.08 $85.2 - $98.2
1.25K $58K
ENSG
Ensign Group, Inc

Healthcare
15
New
$173.93 - $189.93 $2.61K - $2.85K
15 $2K
SCHV
Schwab Strategic Tr Us Large C

ETFs
51
+ 9.92%
$28.46 - $29.45 $1.45K - $1.5K
565 $16K
AXP
American Express CO

Financial Services
4
+ 9.09%
$316.26 - $372.77 $1.27K - $1.49K
48 $16K
CBOE
Cboe Global Markets, Inc.

Financial Services
10
New
$232.68 - $260.88 $2.33K - $2.61K
10 $2K
MS
Morgan Stanley

Financial Services
15
+ 25.86%
$151.86 - $169.92 $2.28K - $2.55K
73 $11K
WTFC
Wintrust Financial Corp

Financial Services
17
New
$120.24 - $132.64 $2.04K - $2.25K
17 $2K
FOXA
Fox Corp

Communication Services
40
New
$57.0 - $66.71 $2.28K - $2.67K
40 $2K
WMB
Williams Companies, Inc.

Energy
32
New
$56.51 - $64.48 $1.81K - $2.06K
32 $1K
AVGO
Broadcom Inc.

Technology
2
+ 18.18%
$324.63 - $385.98 $649 - $772
13 $4K
NEM
Newmont Corp

Basic Materials
21
New
$78.63 - $98.27 $1.65K - $2.06K
21 $1K
PH
Parker Hannifin Corp

Industrials
2
New
$716.66 - $857.93 $1.43K - $1.72K
2 $1K
CACI
Caci International Inc

Technology
4
New
N/A
4 $1K
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 6.04%
$294.11 - $320.41 $2.65K - $2.88K
158 $47K
AYI
Acuity Brands Inc

Industrials
5
New
$342.59 - $370.46 $1.71K - $1.85K
5 $1K
ATO
Atmos Energy Corp

Utilities
10
New
$168.85 - $179.19 $1.69K - $1.79K
10 $1K
BRX
Brixmor Property Group Inc.

Real Estate
59
New
N/A
59 $1K
QLYS
Qualys, Inc.

Technology
8
New
$121.21 - $153.8 $970 - $1.23K
8 $1K
MDT
Medtronic PLC

Healthcare
3
+ 0.46%
$90.06 - $98.43 $270 - $295
661 $63K
RL
Ralph Lauren Corp

Consumer Cyclical
6
New
$309.29 - $340.21 $1.86K - $2.04K
6 $1K
UBER
Uber Technologies, Inc

Technology
13
New
$91.62 - $100.1 $1.19K - $1.3K
13 $1K
ADBE
Adobe Inc.

Technology
5
New
$325.07 - $359.91 $1.63K - $1.8K
5 $1K
TXN
Texas Instruments Inc

Technology
3
+ 1.07%
N/A
283 $55K
DORM
Dorman Products, Inc.

Consumer Cyclical
8
New
$129.33 - $158.03 $1.03K - $1.26K
8 $1K
NFG
National Fuel Gas CO

Energy
20
New
$77.99 - $92.46 $1.56K - $1.85K
20 $1K
DOCU
Docusign, Inc.

Technology
26
New
$67.01 - $73.14 $1.74K - $1.9K
26 $1K
SEIC
Sei Investments CO

Financial Services
17
New
$80.51 - $85.62 $1.37K - $1.46K
17 $1K
T. Rowe Price Capital Appreciation Equity ETF
31
New
N/A
31 $0
BBY
Best Buy CO Inc

Consumer Cyclical
4
+ 0.5%
$70.43 - $84.0 $282 - $336
803 $60K
AM
Antero Midstream Corp

Energy
47
New
$17.19 - $19.41 $808 - $912
47 $0
V
Visa Inc.

Financial Services
4
+ 5.63%
$325.75 - $352.42 $1.3K - $1.41K
75 $24K
Lam Research Corp Com New
2.3K
New
N/A
2.3K $0
Unilever PLC Spon Adr New
826
New
N/A
826 $0
LRN
Stride, Inc.

Consumer Defensive
12
New
$64.1 - $153.53 $769 - $1.84K
12 $0
Jpmorgan Limited Duration Bond ETF
33
New
N/A
33 $0
DTM
Dt Midstream, Inc.

Energy
3
New
$105.61 - $115.94 $317 - $348
3 $0
Activity Summary
Buys All Purchases 125 New Holdings 62 Increased Positions 63 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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