Carolina Wealth Advisors, LLC
Top Portfolio Positions
232 positions ·
$149,137,849 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 | 3.29% | |
| 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 | 3.07% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
66,607 | $4,395,395 | 2.95% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
24,908 | $4,118,288 | 2.76% | |
| TRGP |
Targa Resources Corp.
Energy
|
16,108 | $4,038,758 | 2.71% | |
| BP |
Bp PLC
Energy
|
79,594 | $3,740,918 | 2.51% |
Portfolio Trend
Holdings in WPP
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $240,434 | 15,462 | Shares | Sole | 2026-04-07 | |
| 2021-03-31 | $1,789 | 28 | Shares | Sole | 2021-04-09 | |
| No 13F history on record for this holder in this stock. | ||||||