Holdings of Carolina Wealth Advisors, LLC
252 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 38.5 % of the equity sleeve
Sector breakdown
- Health care 13.2 %
- Consumer staples 11.8 %
- Technology 9.3 %
- Industrials 5.4 %
- Consumer discretionary 5.1 %
- Energy 3.6 %
- Communication 2.9 %
- Financials 1.9 %
- Funds 0.1 %
- Utilities 0.1 %
- Unattributed 46.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 95.0 %
- GB 1.7 %
- ZA 1.1 %
- IN 1.1 %
- DK 0.9 %
- KY 0.1 %
- BE 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 246 | 205.8M $ | 95.02 % |
| 2 | GB | 1 | 3.7M $ | 1.73 % |
| 3 | ZA | 1 | 2.4M $ | 1.13 % |
| 4 | IN | 1 | 2.4M $ | 1.10 % |
| 5 | DK | 1 | 1.9M $ | 0.90 % |
| 6 | KY | 1 | 278.5K $ | 0.13 % |
| 7 | BE | 1 | 6.9K $ | 0.00 % |