Carolina Wealth Advisors, LLC
CIK
1786411
City
MYRTLE BEACH
State / Country
SC
Top Portfolio Positions
233 positions ·
$149,342,946 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MRK |
Merck & Co., Inc.
Healthcare
|
48,125 | $5,788,956 | 3.88% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
35,781 | $4,986,797 | 3.34% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
63,197 | $4,903,455 | 3.28% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
27,153 | $4,671,945 | 3.13% | |
| AMGN |
Amgen Inc
Healthcare
|
13,067 | $4,597,623 | 3.08% | |
| KO |
Coca Cola Co
Consumer Defensive
|
60,164 | $4,575,472 | 3.06% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
66,607 | $4,395,395 | 2.94% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
24,908 | $4,118,288 | 2.76% | |
| TRGP |
Targa Resources Corp.
Energy
|
16,108 | $4,038,758 | 2.70% | |
| BP |
Bp PLC
Energy
|
79,594 | $3,740,918 | 2.50% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GLTR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,832,436 | 8,378 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,427,275 | 6,942 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,204,641 | 7,281 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $845,339 | 6,119 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $820,839 | 6,340 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $713,480 | 6,498 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $861,117 | 7,601 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $826,105 | 8,022 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $732,198 | 7,667 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $647,061 | 7,109 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $605,543 | 7,196 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $581,465 | 6,702 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $605,360 | 6,637 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $633,711 | 7,102 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $567,260 | 6,992 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $583,571 | 6,839 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $702,152 | 7,308 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $648,512 | 7,250 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $569,944 | 6,592 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $622,874 | 6,458 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $528,033 | 5,698 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $548,479 | 5,543 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $534,538 | 5,689 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $444,212 | 5,318 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $393,223 | 5,236 | Shares | Sole | 2020-04-09 | |
| No 13F history on record for this holder in this stock. | ||||||