StockDriftsStockDriftsTop 50 Carolina Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHQ | SCHWAB LONG-TERM U.S. TREASURY ETF | 7.39% | 564.3K | $17.7M | -2.66%(-15.42K) | $32.11(-3.41%) | 2026-03-31 | |
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | 5.85% | 112.6K | $14.0M | +41.45%(+32.98K) | $124.74(+11.11%) | 2026-03-31 | |
| BKAG | BNY MELLON CORE BOND ETF | 5.29% | 301.2K | $12.7M | -1.75%(-5.37K) | $42.38(-1.20%) | 2026-03-31 | |
| SCHP | SCHWAB US TIPS ETF | 5.17% | 466.3K | $12.4M | -2.81%(-13.50K) | $28.82(-7.09%) | 2026-03-31 | |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 4.03% | 415.5K | $9.7M | -0.52%(-2.17K) | $23.86(-1.91%) | 2026-03-31 | |
| BSCZ | INVESCO BULLETSHARES 2035 CORPORATE BOND ETF | 2.46% | 287.7K | $5.9M | -2.07%(-6.07K) | $20.80(-1.34%) | 2026-03-31 | |
| MRK | MERCK & CO INC COM | 2.41% | 48.1K | $5.8M | +904.49%(+43.33K) | $109.91(+2.95%) | 2026-03-31 | |
| GILD | GILEAD SCIENCES INC COM | 2.08% | 35.8K | $5.0M | +904.52%(+32.22K) | $129.18(+3.33%) | 2026-03-31 | |
| CSCO | CISCO SYS INC COM | 2.04% | 63.2K | $4.9M | +979.55%(+57.34K) | $76.53(+23.22%) | 2026-03-31 | |
| SCCO | SOUTHERN COPPER CORP COM | 1.95% | 27.2K | $4.7M | +4365.95%(+26.55K) | $155.93(+9.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.40% | +23.88% |
| Top 20 Holdings Unweighted | +9.09% | +29.83% |
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