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Home > Institutional Investor > Carolina Wealth Advisors, Llc > Profile

Instuitional Investor - Carolina Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Carolina Wealth Advisors, Llc
Portfolio Value $202,674,228
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 353,977 $24,615,547 12.15%
2.
Schwab Strategic Trust
 FNDF 754,878 $20,140,132 9.94%
3.
Mosaic Co
 MOS 247,647 $9,034,163 4.46%
4.
Dell Technologies Inc.
 DELL 72,344 $8,869,374 4.38%
5.
Fastenal Co
 FAST 202,337 $8,498,154 4.19%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)