IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Carolina Wealth Advisors, LLC

Q3 2025 Holdings

Filed 2025-10-07 | 232 holdings | $231.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Exelon Corp COM(EXC)Stock30161N101$6.8K1500.0%
Cbre Group Inc CL A(CBRE)Stock12504L109$7.2K460.0%
Draftkings Inc New COM CL A(DKNG)Stock26142V105$7.5K2000.0%
KLA Corp COM New(KLAC)Stock482480100$7.6K70.0%
Southern Co COM(SO)Stock842587107$7.7K810.0%
The Cigna Group COM(CI)Stock125523100$7.8K270.0%
Live Nation Entertainment Inc COM(LYV)Stock538034109$7.8K480.0%
Brown & Brown Inc COM(BRO)Stock115236101$7.9K840.0%
Monster Beverage Corp New COM(MNST)Stock61174X109$8.2K1220.0%
Copart Inc COM(CPRT)Stock217204106$8.9K1980.0%
Vulcan Matls Co COM(VMC)Stock929160109$8.9K290.0%
Morgan Stanley COM New(MS)Stock617446448$9.2K580.0%
Wells Fargo Co New COM(WFC)Stock949746101$9.5K1130.0%
Super Micro Computer Inc COM New(SMCI)Stock86800U302$9.6K2000.0%
Constellation Energy Corp COM(CEG)Stock21037T109$9.9K300.0%
Shopify Inc CL A SUB VTG SHS(SHOP)Stock82509L107$10.3K690.0%
Transdigm Group Inc COM(TDG)Stock893641100$10.5K80.0%
Mckesson Corp COM(MCK)Stock58155Q103$11.6K150.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$11.8K400.0%
Northrop Grumman Corp COM(NOC)Stock666807102$12.2K200.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$12.4K360.0%
Mcdonalds Corp COM(MCD)Stock580135101$12.5K410.0%
Cummins Inc COM(CMI)Stock231021106$12.7K300.0%
Vanguard Value ETF(VTV)ETF922908744$12.9K690.0%
General Dynamics Corp COM(GD)Stock369550108$13.6K400.0%
Oreilly Automotive Inc COM(ORLY)Stock67103H107$14.6K1350.0%
Advanced Micro Devices Inc COM(AMD)Stock007903107$14.6K900.0%
American Express Co COM(AXP)Stock025816109$14.6K440.0%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$15.0K5140.0%
Progressive Corp COM(PGR)Stock743315103$15.1K610.0%
Heico Corp New CL A(HEI/A)Stock422806208$15.5K610.0%
Brookfield Corp CL A LTD VT SH(BN)Stock11271J107$16.3K2370.0%
Nike Inc CL B(NKE)Stock654106103$16.7K2400.0%
Wisdomtree Cloud Computing Fund(WCLD)ETF97717Y691$17.1K4870.0%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$17.2K1720.0%
KKR & Co Inc COM(KKR)Stock48251W104$17.4K1340.0%
Vanguard Growth ETF(VUG)ETF922908736$17.7K370.0%
Trueshares Technology, AI & Deep Learning ETF(LRNZ)ETF210322756$18.2K3990.0%
Hologic Inc COM(HOLX)Stock436440101$19.2K2850.0%
Lowes COS Inc COM(LOW)Stock548661107$20.1K800.0%
Target Corp COM(TGT)Stock87612E106$20.4K2270.0%
BWX Technologies Inc COM(BWXT)Stock05605H100$20.6K1120.0%
Grayscale Bitcoin Trust ETF(GBTC)ETF389637109$21.1K2350.0%
Ishares Global Clean Energy ETF(ICLN)ETF464288224$21.8K1,4090.0%
RTX Corporation COM(RTX)Stock75513E101$21.9K1310.0%
Conagra Brands Inc COM(CAG)Stock205887102$22.4K1,2220.0%
Visa Inc COM CL A(V)Stock92826C839$24.2K710.0%
Prudential Finl Inc COM(PRU)Stock744320102$24.4K2350.0%
Invesco S&P Global Water Index ETF(CGW)ETF46138E263$25.4K3950.0%
Waste Mgmt Inc del COM(WM)Stock94106L109$25.4K1150.0%
PreviousPage 2 of 5Next