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Carolina Wealth Advisors LLC
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CRD # | 288837 |
SEC # | 801-119040 |
CIK # | 0001786411 |
AUM | $278.2 MM (2024-03-26) |
Employees | 6 (67% Investors, 67% Brokers) |
Phone | 843-448-4425 |
Address | 1110 London Street Myrtle Beach, SC 29577 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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CIK | Period |
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0001786411 | |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
Broadcom Inc | 201,282.9 | 11.0 | |
Dicks Sporting Goods Inc | 6,228.0 | 8.5 | |
Radian Group Inc | 3,409.4 | 7.7 | |
Ford Motor Co | 47,473.4 | 7.2 | |
AbbVie Inc | 269,466.6 | 7.1 | |
Packaging Corp of America | 13,019.8 | 6.8 | |
Fastenal Co | 28,302.5 | 6.7 | |
Verizon Communications Inc | 211,914.0 | 6.2 | |
Booz Allen Hamilton Holding Corp | 11,592.0 | 6.2 | |
Williams Sonoma Inc | 8,142.2 | 6.0 | |
Premier Inc | 4,280.6 | 5.6 | |
City Holding Co | 1,197.0 | 5.2 | |
Shutterstock Inc | 2,058.5 | 4.5 | |
Infosys Ltd | 77,419.3 | 4.4 | |
Conagra Foods Inc /DE/ | 16,287.0 | 4.2 | |
Employers Holdings Inc | 1,173.1 | 3.3 | |
PulteGroup Inc/MI/ | 9,474.2 | 0.9 | |
Brown Shoe Co Inc | 1,000.0 | 0.9 | |
Acxiom Corp | 1,894.8 | 0.8 | |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 421 | 102.4 |
(b) Individuals (high net worth individuals) | 107 | 170.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 9 | 5.0 |
(n) Other | 0 | 0.0 |
Total | 1,382 | 278.2 |
By Discretionary | ||
Discretionary | 1,332 | 274.5 |
Non-Discretionary | 50 | 3.7 |
Total | 1,382 | 278.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 278.2 | |
Total | 1,382 | 278.2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001786411] |
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