Universe · entity
Carolina Wealth Advisors, LLC
Institutional manager (13F) · CIK 1786411
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $205M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB LONG-TERM U.S. TREASURY ETF | $18M | 564,266 |
| 2 | BNY MELLON US LARGE CAP CORE EQUITY ETF | $14M | 112,564 |
| 3 | BNY MELLON CORE BOND ETF | $13M | 301,218 |
| 4 | SCHWAB US TIPS ETF | $12M | 466,341 |
| 5 | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $10M | 415,461 |
| 6 | INVESCO BULLETSHARES 2035 CORPORATE BOND ETF | $6M | 287,691 |
| 7 | MERCK & CO INC COM | $6M | 48,125 |
| 8 | GILEAD SCIENCES INC COM | $5M | 35,781 |
| 9 | CISCO SYS INC COM | $5M | 63,197 |
| 10 | SOUTHERN COPPER CORP COM | $5M | 27,153 |
| 11 | AMGEN INC COM | $5M | 13,067 |
| 12 | COCA COLA CO COM | $5M | 60,164 |
| 13 | ALTRIA GROUP INC COM | $4M | 66,607 |
| 14 | FIDELITY ENHANCED SMALL CAP ETF | $4M | 109,449 |
| 15 | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $4M | 130,863 |
| 16 | PHILIP MORRIS INTL INC COM | $4M | 24,908 |
| 17 | TARGA RES CORP COM | $4M | 16,108 |
| 18 | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $4M | 48,126 |
| 19 | BP PLC SPONSORED ADR | $4M | 79,594 |
| 20 | VERIZON COMMUNICATIONS INC COM | $3M | 69,267 |
| 21 | BRISTOL-MYERS SQUIBB CO COM | $3M | 57,182 |
| 22 | HASBRO INC COM | $3M | 31,721 |
| 23 | PEPSICO INC COM | $3M | 18,596 |
| 24 | TAPESTRY INC COM | $3M | 19,747 |
| 25 | COLGATE PALMOLIVE CO COM | $3M | 32,320 |
| 26 | UNION PAC CORP COM | $3M | 11,134 |
| 27 | SCOTTS MIRACLE-GRO CO CL A | $3M | 43,933 |
| 28 | MEDTRONIC PLC SHS | $3M | 30,324 |
| 29 | LOCKHEED MARTIN CORP COM | $2M | 4,097 |
| 30 | GOLD FIELDS LTD SPONSORED ADR | $2M | 53,861 |
| 31 | LAM RESEARCH CORP COM NEW | $2M | 11,380 |
| 32 | ABBVIE INC COM | $2M | 11,115 |
| 33 | PROCTER & GAMBLE CO COM | $2M | 16,539 |
| 34 | INFOSYS LTD SPONSORED ADR | $2M | 175,595 |
| 35 | ILLINOIS TOOL WKS INC COM | $2M | 9,024 |
| 36 | MCDONALDS CORP COM | $2M | 7,543 |
| 37 | BEST BUY INC COM | $2M | 35,890 |
| 38 | COMCAST CORP NEW CL A | $2M | 77,965 |
| 39 | NVIDIA CORPORATION COM | $2M | 12,815 |
| 40 | UNILEVER PLC SPON ADR NEW | $2M | 38,179 |
| 41 | PRICE T ROWE GROUP INC COM | $2M | 23,980 |
| 42 | TEXAS INSTRS INC COM | $2M | 10,967 |
| 43 | DARDEN RESTAURANTS INC COM | $2M | 10,846 |
| 44 | INTERNATIONAL BUSINESS MACHS COM | $2M | 8,769 |
| 45 | JOHNSON & JOHNSON COM | $2M | 8,613 |
| 46 | ARTISAN PARTNERS ASSET MGMT I CL A | $2M | 57,238 |
| 47 | NOVO-NORDISK A S ADR | $2M | 52,995 |
| 48 | KIMBERLY-CLARK CORP COM | $2M | 19,790 |
| 49 | PALANTIR TECHNOLOGIES INC CL A | $2M | 12,540 |
| 50 | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $2M | 8,378 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.