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  Name: Carolina Wealth Advisors LLC
  City: MYRTLE BEACH
  State: SC
  Zip: 29577
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $184,503,000
  Total Value Change : $-8,489,000
  Securities Held Change : -26
   
All Securities Held : 222
  New Positions : 9
  Closed Positions : 35
  Increased Positions : 29
  Unchanged Positions : 131
  Decreased Positions : 53

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GM)1 Year Chart         GM General Motors Co 78 New $42.66 $92,000 2,031 0.05% 92,000 2,031 0    Auto Manufacturers
   (NCR)1 Year Chart         NCR NCR Corp 96 New $12.47 $67,000 5,289 0.04% 67,000 5,289 0.004    Information Technolog...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 97 New $442.06 $65,000 146 0.04% 65,000 146 0    Closed - End Fund - Debt
   (PDP)1 Year Chart         PDP Invesco DWA Momentum ETF 113 New $96.56 $39,000 393 0.02% 39,000 393 0    Closed - End Fund - E...
   (VRTS)1 Year Chart         VRTS Virtus Investment Partners Inc 134 New $230.68 $14,000 56 0.01% 14,000 56 0.001    N/A
   (ACN)1 Year Chart         ACN Accenture Plc 144 New $306.33 $10,000 28 0.01% 10,000 28 0    Management Services
   (EXC)1 Year Chart         EXC Exelon Corp 166 New $37.67 $6,000 150 0% 6,000 150 0    Multi Utilities
   (BWXT)1 Year Chart         BWXT BWX Technologies Inc 165 New $44.15 $6,000 62 0% 6,000 62 0    Closed - End Fund - E...
   (DHI)1 Year Chart         DHI DR Horton Inc 173 New $149.97 $5,000 30 0% 5,000 30 0    Residential Construct...

      9 Records Found
  1    
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