Long-term investor

Carolina Wealth Advisors, LLC @carolinawealthadvisorsll

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001786411).

Record

  • Tracked since 2025-06-30 (431 days), 153 trades recorded
  • Returns: week n/a · month n/a · 90 days +4.7% · 6 months +2.3% · 1 year +6.1% · all +6.1%
  • Max drawdown -2.8% · Sharpe 0.13 · win rate 10% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 808524680 · 7.1% · long · since 2025-06-30
  • 09661T107 · 6.6% · long · since 2025-06-30
  • 09661T602 · 5.0% · long · since 2025-06-30
  • 808524870 · 4.9% · long · since 2025-06-30
  • 78468R606 · 3.9% · long · since 2025-06-30
  • CSCO · 2.9% · long · since 2025-06-30
  • 46139W759 · 2.3% · long · since 2025-06-30
  • 31609A206 · 2.1% · long · since 2025-06-30
  • TXN · 2.0% · long · since 2025-06-30
  • KO · 1.9% · long · since 2025-06-30
  • MO · 1.9% · long · since 2025-06-30
  • ABBV · 1.8% · long · since 2025-06-30

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