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 (472 days), 153 trades recorded
- Returns: week n/a · month n/a · 90 days -1.1% · 6 months +4.0% · 1 year +6.7% · all +6.7%
- Max drawdown n/a · data quality Good
- 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