Fund HoldingsCarolina Wealth Advisors, LLC

Total Portfolio Value
$184.50M
Total Bought
$12.45M
Total Sold
$39.95M
Net Transaction
-$27.51M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
INVESCO BULLETSHARES 2033 CORPORATE BOND ETF
BUL 2033 COR ETF
8,695223,634+214,9391854,6632.53%+4,478
DICKS SPORTING GOODS INC COM(DKS)37,47136,059-1,4125,5068,1084.39%+2,602
PREMIER INC CL A147,454264,696+117,2423,2975,8503.17%+2,553
SCHWAB US TIPS ETF351,793376,032+24,23918,36419,61410.63%+1,250
RADIAN GROUP INC COM(RDN)238,246236,547-1,6996,8027,9174.29%+1,115
VANGUARD LONG-TERM BOND ETF319,736343,035+23,29923,84624,81213.45%+966
FASTENAL CO COM(FAST)103,40297,670-5,7326,6977,5344.08%+837
BROADCOM INC COM(AVGO)7,2446,696-5488,0868,8754.81%+789
ABBVIE INC COM(ABBV)42,66640,443-2,2236,6127,3653.99%+753
CELESTICA INC SUB VTG SHS(CLS)44,82644,489-3371,3131,9991.08%+687
PACKAGING CORP AMER COM(PKG)38,03136,204-1,8276,1966,8713.72%+675
FORD MTR CO DEL COM(F)080,441+80,44101,0680.58%+1,068
SCHWAB U.S. MID-CAP ETF49,87150,737+8663,7564,1322.24%+375
EMPLOYERS HLDGS INC COM(EIG)078,884+78,88403,5811.94%+3,581
SCHWAB INTERNATIONAL EQUITY ETF73,45676,845+3,3892,7152,9981.63%+284
SCHWAB U.S. LARGE-CAP ETF80,80977,783-3,0264,5584,8272.62%+270
SCHWAB U.S. SMALL-CAP ETF97,10498,558+1,4544,5874,8532.63%+266
CALERES INC COM22,82022,758-627019340.51%+233
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF117,200123,528+6,3286,1756,3633.45%+188
PACCAR INC COM(PCAR)6,6186,604-146468180.44%+172
FORESTAR GROUP INC COM(FOR)19,58719,505-826487840.42%+136
SPDR S&P 500 ETF TRUST(SPY)0311+31101630.09%+163
PULTE GROUP INC COM(PHM)7,2027,182-207438660.47%+123
TRIP COM GROUP LTD ADS(TCOM)16,31716,164-1535887090.38%+122
POST HLDGS INC COM(POST)6,4146,415+15656820.37%+117
RENAISSANCERE HLDGS LTD COM(RNR)02,664+2,66406260.34%+626
GREENBRIER COS INC COM(GBX)13,24113,209-325856880.37%+103
BERKSHIRE HATHAWAY INC DEL CL B NEW1,5801,58005646640.36%+101
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF25,58227,709+2,1278939920.54%+99
OPENLANE INC COM(OPLN)040,062+40,06206930.38%+693
SCHWAB EMERGING MARKETS EQUITY ETF35,37738,578+3,2018779740.53%+97
BOOZ ALLEN HAMILTON HLDG CORP CL A3,2253,425+2004135080.28%+96
OSHKOSH CORP COM(OSK)5,7645,759-56257180.39%+93
DELTA AIR LINES INC DEL COM NEW(DAL)12,29812,273-254955880.32%+93
GENERAL MTRS CO COM(GM)02,031+2,0310920.05%+92
TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529(DJT)03,835+3,83501050.06%+105
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF7,1097,667+5586477320.40%+85
OWENS CORNING NEW COM(OC)4,1904,19006216990.38%+78
LOEWS CORP COM(L)9,4479,368-796577330.40%+76
PRUDENTIAL FINL INC COM(PFH)4,9244,978+545115850.32%+74
BREAD FINANCIAL HOLDINGS INC COM016,808+16,80806260.34%+626
UNITED AIRLS HLDGS INC COM(UAL)010,858+10,85805200.28%+520
NCR VOYIX CORPORATION COM05,289+5,2890670.04%+67
NVIDIA CORPORATION COM(NVDA)099+990890.05%+89
INVESCO QQQ TRUST SERIES I0146+1460650.04%+65
MOLSON COORS BEVERAGE CO CL B(TAP)09,285+9,28506240.34%+624
WALMART INC COM(WMT)02,769+2,76901670.09%+167
LUMEN TECHNOLOGIES INC COM(LUMN)20,67853,518+32,84038830.05%+46
INVESCO DORSEY WRIGHT MOMENTUM ETF
DORS WRI MOM ETF
0393+3930390.02%+39
VERIZON COMMUNICATIONS INC COM(VZ)6,9767,128+1522632990.16%+36
AMAZON COM INC COM(AMZN)2,0181,893-1253073410.19%+35
MASTERCARD INCORPORATED CL A(MA)62762702673020.16%+35
INTERNATIONAL BUSINESS MACHS COM(IBM)1,7421,660-822853170.17%+32
BRITISH AMERN TOB PLC SPONSORED ADR(BTI)09,233+9,23302820.15%+282
AON PLC SHS CL A(AON)0532+53201780.10%+178
PROCTER AND GAMBLE CO COM(PG)0710+71001150.06%+115
TARGET CORP COM(TGT)489489070870.05%+17
STEEL DYNAMICS INC COM(STLD)525525062780.04%+16
ELI LILLY & CO COM(LLY)081+810630.03%+63
VANGUARD ESG U.S. STOCK ETF1,8781,87801601750.09%+15
COSTCO WHSL CORP NEW COM(COST)20120101331470.08%+15
MICROSOFT CORP COM(MSFT)306307+11151290.07%+14
VIRTUS INVT PARTNERS INC COM(VRTS)056+560140.01%+14
NUCOR CORP COM(NUE)497497086980.05%+12
JPMORGAN CHASE & CO COM(JPM)0139+1390280.02%+28
VITAL ENERGY INC COM01,471+1,4710770.04%+77
CHURCH & DWIGHT CO INC COM(CHD)01,030+1,03001070.06%+107
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
028+280100.01%+10
ENOVA INTL INC COM(ENVA)1,2761,276071800.04%+10
META PLATFORMS INC CL A(META)070+700340.02%+34
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
ESG AWARE MSCI
4,0444,04401541630.09%+9
US FOODS HLDG CORP COM(USFD)1,0001,000045540.03%+9
VIATRIS INC COM(VTRS)6,9576,957075830.05%+8
VISA INC COM CL A(V)39839801041110.06%+7
MARRIOTT INTL INC NEW CL A(MAR)277277062700.04%+7
BWX TECHNOLOGIES INC COM(BWXT)062+62060.00%+6
CALLON PETE CO DEL COM01,761+1,7610630.03%+63
XTRACKERS S&P 500 ESG ETF01,323+1,3230630.03%+63
EXELON CORP COM(EXC)0150+150060.00%+6
FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND FLEXSHARES STOXX GLOBAL ESG S
STOX GBL ESG SLT
386386058630.03%+5
PUBLIC SVC ENTERPRISE GRP INC COM(PEG)900900055600.03%+5
D R HORTON INC COM(DHI)030+30050.00%+5
BANK AMERICA CORP COM01,386+1,3860530.03%+53
WASTE MGMT INC DEL COM(WM)0115+1150250.01%+25
TRUMP MEDIA & TECHNOLOGY GROUP COM(DJT)088+88050.00%+5
BALCHEM CORP COM548548082850.05%+3
CROWDSTRIKE HLDGS INC CL A(CRWD)5050013160.01%+3
COLUMBIA U.S. ESG EQUITY INCOME ETF805805033360.02%+3
SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
0670+6700360.02%+36
ADVANCED MICRO DEVICES INC COM(AMD)9090013160.01%+3
ROYAL CARIBBEAN GROUP COM
COM
298298039410.02%+3
UPBOUND GROUP INC COM(UPBD)2,2652,265077800.04%+3
PEPSICO INC COM(PEP)0500+5000880.05%+88
MATSON INC COM(MATX)871871095980.05%+2
MARTIN MARIETTA MATLS INC COM(MLM)020+200120.01%+12
ALPHABET INC CAP STK CL C(GOOG)0200+2000300.02%+30
CHEVRON CORP NEW COM(CVX)0253+2530400.02%+40
CENCORA INC COM057+570140.01%+14
SOUTHERN COPPER CORP COM(SCCO)0100+1000110.01%+11
SCHWAB CHARLES CORP COM(SCHW)565565039410.02%+2
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