Carolina Wealth Advisors, LLC Incresed Positions in Q4 2025

Carolina Wealth Advisors, LLC

  • $213 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
12.5K
+ 7185.63%
$110.29 - $1241.35 $1.38M - $15.5M
12.7K $1.4M
LLY
Eli Lilly & CO

Healthcare
112
+ 6.92%
$799.57 - $1025.28 $89.6K - $115K
1.73K $1.77M
CAH
Cardinal Health Inc

Healthcare
211
+ 2.41%
$153.27 - $206.06 $32.3K - $43.5K
8.97K $1.84M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.4K
+ 3.11%
$125.44 - $132.11 $301K - $317K
79.6K $10.3M
GILD
Gilead Sciences, Inc.

Healthcare
1.39K
+ 64.3%
$110.56 - $125.2 $154K - $175K
3.56K $442K
CSCO
Cisco Systems, Inc.

Technology
1.58K
+ 36.81%
$67.46 - $78.0 $106K - $123K
5.85K $455K
NVDA
Nvidia Corp

Technology
828
+ 45.44%
$179.83 - $207.04 $149K - $171K
2.65K $494K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.7K
+ 1.86%
$27.78 - $29.25 $47.2K - $49.7K
93.1K $2.71M
AMGN
Amgen Inc

Healthcare
262
+ 32.11%
$290.13 - $341.71 $76K - $89.5K
1.08K $368K
PLTR
Palantir Technologies Inc.

Technology
825
+ 44.74%
$172.14 - $207.18 $142K - $171K
2.67K $464K
KO
Coca Cola CO

Consumer Defensive
1.42K
+ 32.73%
$66.1 - $71.61 $93.8K - $102K
5.75K $406K
QCOM
Qualcomm Inc

Technology
624
+ 43.61%
$153.59 - $187.68 $95.8K - $117K
2.06K $342K
AAPL
Apple Inc.

Technology
62
+ 0.96%
$245.27 - $275.25 $15.2K - $17.1K
6.55K $1.75M
XLP
Consumer Staples Sector Spdr

ETFs
1.29K
+ 3.99%
N/A
33.5K $2.55M
TPR
Tapestry, Inc.

Consumer Cyclical
1.25K
+ 45.28%
$98.81 - $117.14 $124K - $147K
4.02K $407K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
130
+ 2.28%
$256.75 - $275.06 $33.4K - $35.8K
5.83K $1.57M
ADSK
Autodesk, Inc.

Technology
344
+ 6.52%
N/A
5.62K $1.38M
PM
Philip Morris International Inc.

Consumer Defensive
554
+ 33.27%
$144.33 - $160.86 $80K - $89.1K
2.22K $338K
HD
Home Depot, Inc.

Consumer Cyclical
250
+ 44.01%
$358.03 - $397.02 $89.5K - $99.3K
818 $292K
MO
Altria Group, Inc.

Consumer Defensive
1.59K
+ 34.23%
$56.38 - $66.65 $89.4K - $106K
6.22K $361K
MCD
Mcdonalds Corp

Consumer Cyclical
183
+ 446.34%
$293.81 - $310.11 $53.8K - $56.8K
224 $68K
GOOGL
Alphabet Inc.

Communication Services
27
+ 16.88%
$236.57 - $291.31 $6.39K - $7.87K
187 $51K
VTV
Vanguard Value ETF

ETFs
54
+ 78.26%
$182.87 - $189.72 $9.87K - $10.2K
123 $23K
PEP
Pepsico Inc

Consumer Defensive
4
+ 0.45%
$138.84 - $153.71 $555 - $615
886 $130K
SCCO
Southern Copper Corp

Basic Materials
6
+ 1.0%
$122.64 - $141.68 $736 - $850
608 $79K
MSFT
Microsoft Corp

Technology
14
+ 7.65%
$496.82 - $542.07 $6.96K - $7.59K
197 $99K
BP
Bp PLC

Energy
29
+ 1.71%
$32.78 - $37.35 $951 - $1.08K
1.73K $63K
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
MS
Morgan Stanley

Financial Services
15
+ 25.86%
$151.86 - $169.92 $2.28K - $2.55K
73 $11K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14
+ 0.09%
$25.2 - $26.46 $353 - $370
15K $387K
AXP
American Express CO

Financial Services
4
+ 9.09%
$316.26 - $372.77 $1.27K - $1.49K
48 $16K
SCHV
Schwab Strategic Tr Us Large C

ETFs
51
+ 9.92%
$28.46 - $29.45 $1.45K - $1.5K
565 $16K
BMY
Bristol Myers Squibb CO

Healthcare
2
+ 0.16%
$42.6 - $49.08 $85.2 - $98.2
1.25K $58K
MDT
Medtronic PLC

Healthcare
3
+ 0.46%
$90.06 - $98.43 $270 - $295
661 $63K
AVGO
Broadcom Inc.

Technology
2
+ 18.18%
$324.63 - $385.98 $649 - $772
13 $4K
TXN
Texas Instruments Inc

Technology
3
+ 1.07%
N/A
283 $55K
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 6.04%
$294.11 - $320.41 $2.65K - $2.88K
158 $47K
V
Visa Inc.

Financial Services
4
+ 5.63%
$325.75 - $352.42 $1.3K - $1.41K
75 $24K
BBY
Best Buy CO Inc

Consumer Cyclical
4
+ 0.5%
$70.43 - $84.0 $282 - $336
803 $60K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
19
+ 3.9%
$34.12 - $36.01 $648 - $684
506 $17K
CL
Colgate Palmolive CO

Consumer Defensive
4
+ 0.51%
$74.98 - $79.86 $300 - $319
782 $61K
DRI
Darden Restaurants Inc

Consumer Cyclical
3
+ 1.22%
$171.59 - $193.49 $515 - $580
249 $43K
UNP
Union Pacific Corp

Industrials
1
+ 0.35%
$216.37 - $237.41 $216 - $237
287 $63K
PG
Procter & Gamble CO

Consumer Defensive
10
+ 1.17%
$145.5 - $153.18 $1.46K - $1.53K
868 $126K
HPQ
Hp Inc

Technology
31
+ 1.49%
$24.53 - $28.61 $760 - $887
2.11K $51K
META
Meta Platforms, Inc.

Communication Services
4
+ 6.67%
$609.01 - $751.67 $2.44K - $3.01K
64 $39K
PAYX
Paychex Inc

Industrials
6
+ 1.52%
$111.08 - $128.59 $666 - $772
400 $44K
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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