Carolina Wealth Advisors, LLC Sells in Q4 2025

Carolina Wealth Advisors, LLC

  • $213 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MOS
Mosaic CO

Basic Materials
-4.91K
- 2.02%
$24.92 - $35.41 $122K - $174K
239K $6.22M
FAST
Fastenal CO

Industrials
-4.42K
- 2.23%
$40.45 - $48.17 $179K - $213K
194K $7.84M
EQH
Equitable Holdings, Inc.

Financial Services
-33K
- 96.43%
$44.61 - $51.16 $1.47M - $1.69M
1.22K $54K
NVO
Novo Nordisk A S

Healthcare
-4.13K
- 3.53%
$45.68 - $59.65 $188K - $246K
113K $5.47M
CLX
Clorox CO

Consumer Defensive
-7.25K
- 95.67%
$103.68 - $123.19 $751K - $893K
328 $34K
DELL
Dell Technologies Inc.

Technology
-1.4K
- 1.95%
$133.76 - $164.88 $187K - $230K
70.1K $9.38M
IPAR
Inter Parfums Inc

Consumer Defensive
-2.41K
- 5.19%
$87.04 - $99.23 $209K - $239K
43.9K $3.84M
VZ
Verizon Communications Inc

Communication Services
-3.02K
- 2.13%
$38.4 - $43.83 $116K - $132K
139K $5.69M
EIG
Employers Holdings, Inc.

Financial Services
-2.59K
- 1.96%
$36.09 - $42.59 $93.4K - $110K
130K $5.09M
DOX
Amdocs LTD

Technology
-1.36K
- 1.94%
$76.91 - $85.49 $104K - $116K
68.4K $5.32M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-791
- 2.17%
$211.58 - $234.2 $167K - $185K
35.6K $7.71M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
-24.8K
- 4.86%
$6.35 - $7.98 $158K - $198K
486K $3.29M
SCHQ
Schwab Strategic Tr Long Term

ETFs
-6.09K
- 1.04%
$32.05 - $33.17 $195K - $202K
580K $18.6M
STX
Seagate Technology Holdings PLC

Technology
-1.19K
- 97.3%
$211.63 - $293.99 $252K - $350K
33 $8K
CHCO
City Holding CO

Financial Services
-966
- 2.14%
$117.04 - $123.58 $113K - $119K
44.1K $5.32M
HWM
Howmet Aerospace Inc.

Industrials
-1.27K
- 96.07%
$184.09 - $209.74 $234K - $267K
52 $10K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-6.3K
- 1.29%
$26.75 - $27.15 $168K - $171K
480K $12.9M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-3.71K
- 0.88%
$23.54 - $23.93 $87.3K - $88.7K
418K $9.85M
ABC
Amerisourcebergen Corp

Healthcare
-1.19K
- 17.93%
N/A
5.44K $1.01M
HAS
Hasbro, Inc.

Consumer Cyclical
-2.84K
- 77.88%
$70.95 - $79.13 $202K - $225K
808 $62K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
-3.83K
- 1.23%
$42.41 - $43.07 $162K - $165K
307K $13M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.55K
- 8.53%
$27.17 - $28.65 $96.4K - $102K
38K $1.04M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.84K
- 9.53%
$28.9 - $30.17 $82K - $85.6K
26.9K $785K
TAP
Molson Coors Beverage CO

Consumer Defensive
-4.46K
- 4.71%
$43.22 - $47.33 $193K - $211K
90.3K $4.19M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.71K
- 8.84%
$25.85 - $27.19 $96K - $101K
38.3K $1.02M
TSLA
Tesla, Inc.

Consumer Cyclical
-93
- 9.09%
$401.99 - $468.37 $37.4K - $43.6K
930 $380K
GES
Guess Inc

Consumer Cyclical
-10.9K
- 1.97%
$16.72 - $17.05 $183K - $186K
544K $9.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-701
- 6.58%
$70.19 - $72.57 $49.2K - $50.9K
9.95K $698K
SBUX
Starbucks Corp

Consumer Cyclical
-628
- 77.53%
$78.46 - $87.26 $49.3K - $54.8K
182 $15K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.72K
- 8.59%
$23.02 - $24.23 $62.6K - $65.9K
28.9K $692K
IBM
International Business Machines Corp

Technology
-146
- 42.57%
$275.97 - $314.98 $40.3K - $46K
197 $58K
DIS
Walt Disney CO

Communication Services
-309
- 94.21%
$105.69 - $116.65 $32.7K - $36K
19 $2K
ORCL
Oracle Corp

Technology
-87
- 68.5%
$217.57 - $313.0 $18.9K - $27.2K
40 $8K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-495
- 8.59%
$44.43 - $46.12 $22K - $22.8K
5.27K $237K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-49
- 8.67%
$475.68 - $513.11 $23.3K - $25.1K
516 $262K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-647
- 8.57%
$32.35 - $34.37 $20.9K - $22.2K
6.91K $233K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-247
- 7.22%
$50.67 - $52.58 $12.5K - $13K
3.17K $160K
WMT
Walmart Inc.

Consumer Defensive
-158
- 8.62%
$101.18 - $109.03 $16K - $17.2K
1.68K $172K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-27
- 4.99%
$600.51 - $631.95 $16.2K - $17.1K
514 $317K
MMM
3 M CO

Industrials
-96
- 19.83%
$148.75 - $171.6 $14.3K - $16.5K
388 $64K
CMCSA
Comcast Corp

Communication Services
-10
- 0.57%
$26.98 - $31.09 $270 - $311
1.75K $47K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-4
- 0.19%
$21.96 - $27.05 $87.8 - $108
2.1K $46K
AMZN
Amazon Com Inc

Consumer Cyclical
-69
- 8.16%
$213.04 - $254.0 $14.7K - $17.5K
777 $182K
VOE
Vanguard Mid Cap Value Index F

ETFs
-15
- 3.85%
$169.53 - $176.53 $2.54K - $2.65K
375 $65K
CAG
Conagra Brands Inc.

Consumer Defensive
-86
- 7.04%
$16.7 - $19.3 $1.44K - $1.66K
1.14K $19K
ABBV
Abb Vie Inc.

Healthcare
-15
- 2.42%
$211.96 - $244.38 $3.18K - $3.67K
605 $141K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-1
- 0.08%
$42.3 - $45.19 $42.3 - $45.2
1.27K $53K
SMG
Scotts Miracle Gro CO

Basic Materials
-5
- 0.52%
$53.13 - $59.03 $266 - $295
963 $54K
Arista Networks Inc Com Shs
-1.63K
- 95.77%
N/A
72 $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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