Carolina Wealth Management Inc current holdings: USA Stocks
Carolina Wealth Management Inc reported $0.03 billion in share positions in stocks (listed in the US), 42 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are NVDA, TMO, GOOGL.
- NVDA: Country of operation United States; Class COM; Shares 22,357; Value $4,473,418.
- TMO: Country of operation United States; Class COM; Shares 5,782; Value $2,898,864.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 7,465; Value $2,667,767.
- AAPL: Country of operation United States; Class COM; Shares 5,942; Value $1,719,377.
Form 13F-HR as filed (SEC CIK 2145383): quarter ended 2026-06-30, filed 2026-08-11. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 22,357 | $4,473,418 | 14.02% | 2026-06-30 | 2026-08-11 | +13.55% |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 5,782 | $2,898,864 | 9.08% | 2026-06-30 | 2026-08-11 | +35.55% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 7,465 | $2,667,767 | 8.36% | 2026-06-30 | 2026-08-11 | -4.60% |
|---|
AAPL
APPLE INC | United States | COM | 5,942 | $1,719,377 | 5.39% | 2026-06-30 | 2026-08-11 | |
|---|
AMZN
AMAZON COM INC | United States | COM | 7,061 | $1,682,919 | 5.27% | 2026-06-30 | 2026-08-11 | +3.50% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 4,103 | $1,530,319 | 4.79% | 2026-06-30 | 2026-08-11 | +36.44% |
|---|
RY
ROYAL BK CDA | | COM | 6,792 | $1,405,740 | 4.40% | 2026-06-30 | 2026-08-11 | -3.46% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 30,694 | $1,299,598 | 4.07% | 2026-06-30 | 2026-08-11 | +8.60% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,374 | $1,187,926 | 3.72% | 2026-06-30 | 2026-08-11 | |
|---|
ZIM
ZIM INTEGRATED SHIPPING SERV | Israel | SHS | 44,513 | $1,157,338 | 3.63% | 2026-06-30 | 2026-08-11 | +10.58% |
|---|
CPRT
COPART INC | United States | COM | 28,000 | $789,320 | 2.47% | 2026-06-30 | 2026-08-11 | -3.72% |
|---|
CLX
CLOROX CO DEL | United States | COM | 8,000 | $763,520 | 2.39% | 2026-06-30 | 2026-08-11 | -14.50% |
|---|
ADBE
ADOBE INC | United States | COM | 3,211 | $658,319 | 2.06% | 2026-06-30 | 2026-08-11 | +13.73% |
|---|
ZTS
ZOETIS INC | United States | CL A | 9,074 | $652,058 | 2.04% | 2026-06-30 | 2026-08-11 | -2.17% |
|---|
META
META PLATFORMS INC | United States | CL A | 1,013 | $570,692 | 1.79% | 2026-06-30 | 2026-08-11 | +31.16% |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 4,050 | $512,599 | 1.61% | 2026-06-30 | 2026-08-11 | -9.77% |
|---|
AVGO
BROADCOM INC | United States | COM | 1,343 | $507,318 | 1.59% | 2026-06-30 | 2026-08-11 | -6.00% |
|---|
MCK
MCKESSON CORP | United States | COM | 604 | $456,382 | 1.43% | 2026-06-30 | 2026-08-11 | +14.45% |
|---|
BHF
BRIGHTHOUSE FINL INC | United States | COM | 7,035 | $445,316 | 1.40% | 2026-06-30 | 2026-08-11 | -17.85% |
|---|
DOC
HEALTHPEAK PROPERTIES INC | United States | COM | 20,106 | $430,268 | 1.35% | 2026-06-30 | 2026-08-11 | -5.93% |
|---|
FBNC
FIRST BANCORP N C | United States | COM | 6,586 | $421,043 | 1.32% | 2026-06-30 | 2026-08-11 | -2.53% |
|---|
NFLX
NETFLIX INC. | United States | COM | 5,495 | $392,343 | 1.23% | 2026-06-30 | 2026-08-11 | -1.54% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 1,060 | $374,654 | 1.17% | 2026-06-30 | 2026-08-11 | -4.53% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,250 | $351,512 | 1.10% | 2026-06-30 | 2026-08-11 | -21.77% |
|---|
GIS
GENERAL MILLS INC | United States | COM | 10,000 | $348,000 | 1.09% | 2026-06-30 | 2026-08-11 | -2.82% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 1,328 | $337,374 | 1.06% | 2026-06-30 | 2026-08-11 | +5.35% |
|---|
TSLA
TESLA INC | United States | COM | 754 | $317,132 | 0.99% | 2026-06-30 | 2026-08-11 | -16.11% |
|---|
WMT
WALMART INC | United States | COM | 2,611 | $295,764 | 0.93% | 2026-06-30 | 2026-08-11 | -5.70% |
|---|
PFE
PFIZER INC | United States | COM | 11,835 | $284,995 | 0.89% | 2026-06-30 | 2026-08-11 | +19.27% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 2,029 | $277,426 | 0.87% | 2026-06-30 | 2026-08-11 | |
|---|
DAL
DELTA AIR LINES INC | United States | COM NEW | 2,895 | $271,146 | 0.85% | 2026-06-30 | 2026-08-11 | -9.39% |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 2,243 | $261,691 | 0.82% | 2026-06-30 | 2026-08-11 | +60.26% |
|---|
SGOL
ETFS GOLD TR | United States | PHYSCL GOLD SHS | 6,718 | $256,829 | 0.80% | 2026-06-30 | 2026-08-11 | |
|---|
ETN
EATON CORP PLC | | SHS | 586 | $249,706 | 0.78% | 2026-06-30 | 2026-08-11 | +1.68% |
|---|
BHC
BAUSCH HEALTH COS INC | | COM | 50,110 | $247,042 | 0.77% | 2026-06-30 | 2026-08-11 | +17.65% |
|---|
UPS
UNITED PARCEL SVCS INC | United States | CL B | 2,289 | $246,068 | 0.77% | 2026-06-30 | 2026-08-11 | -12.62% |
|---|
LOW
LOWES COS INC | United States | COM | 1,102 | $243,073 | 0.76% | 2026-06-30 | 2026-08-11 | -15.07% |
|---|
ED
CONSOLIDATED EDISON INC | United States | COM | 2,155 | $238,408 | 0.75% | 2026-06-30 | 2026-08-11 | -6.60% |
|---|
HD
HOME DEPOT INC | United States | COM | 639 | $225,234 | 0.71% | 2026-06-30 | 2026-08-11 | -18.33% |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 195 | $225,087 | 0.71% | 2026-06-30 | 2026-08-11 | -7.73% |
|---|
D
DOMINION ENERGY INC | United States | COM | 2,954 | $201,749 | 0.63% | 2026-06-30 | 2026-08-11 | -11.20% |
|---|
IRD
OPUS GENETICS INC | United States | COM | 10,000 | $41,100 | 0.13% | 2026-06-30 | 2026-08-11 | +20.68% |
|---|
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