Carolina Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Myrtle Beach, SC
CIK
0001786411
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 248 192,988 BLV, SCHP, WSM, AVGO 13F-HR 1/23/2024 000143774924001931
Q3 2023 271 177,091 BLV, SCHP, WSM, ABBV 13F-HR 10/17/2023 000143774923028413
Q2 2023 256 166,209 BLV, SCHP, AVGO, MRK 13F-HR 7/17/2023 000143774923020045
Q1 2023 275 170,799 BLV, SCHP, ABBV, MRK 13F-HR 4/14/2023 000143774923010230
Q4 2022 248 158,784 BLV, SCHP, BKE, MRK 13F-HR 1/10/2023 000143774923000783
Q3 2022 260 127,373 SCHP, IGIB, ABBV, TXN 13F-HR 10/14/2022 000143774922024153
Q2 2022 319 151,357 SCHP, IGIB, ABBV, MRK 13F-HR 7/19/2022 000143774922017306
Q1 2022 290 158,318 SCHP, IGIB, AVGO, CTRA 13F-HR 4/18/2022 000143774922009077
Q4 2021 285 176,968 SCHP, AVGO, INFY, PFE 13F-HR 1/24/2022 000143774922001475
Q3 2021 279 151,016 SCHP, INFY, AVGO, IGIB 13F-HR 10/22/2021 000143774921024128
Q2 2021 296 148,410 SCHP, AVGO, INFY, IGIB 13F-HR 7/22/2021 000143774921017335
Q1 2021 317 137,055 SCHP, AVGO, INFY, TXN 13F-HR 4/9/2021 000143774921008616
Q4 2020 266 124,487 SCHP, AVGO, IGIB, INFY 13F-HR 1/29/2021 000143774921001544
Q3 2020 233 113,862 SCHP, EAT, AVGO, IGIB 13F-HR 10/19/2020 000143774920021275
Q2 2020 181 103,411 SCHP, AVGO, EAT, ABBV 13F-HR 7/31/2020 000143774920016143
Q1 2020 182 86,536 SCHP, IGIB, AVGO, ABBV 13F-HR 4/9/2020 000143774920007377
Q4 2019 189 105,593 SCHP, IGIB, AVGO, EGOV 13F-HR 2/7/2020 000143774920002017