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Carolina Wealth Advisors, LLC → SMG
Carolina Wealth Advisors, LLC SMG Position History
The Scotts Miracle-Gro Company • Basic Materials
Quarters held
4
Latest value
$2.2M
Q3 2026
Peak value
$2.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $56K |
| Q1 2026 | $2.7M |
| Q2 2026 | $2.9M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 43.8K | — | — |
| Q2 2026 | $2.9M | 43.3K | — | — |
| Q1 2026 | $2.7M | 43.9K | — | — |
| Q4 2025 | $56K | 963 | — | — |
Other funds holding SMG
$320.3M
$257.1M
$254.2M
$251.2M
$169.8M
$143.2M
$139.1M
$124.2M
Other Carolina Wealth Advisors, LLC positions
LEO
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LEO
$16.9MBNY MELLON US LARGE CAP CORE EQUITY ETF
LEO
$14MBNY MELLON US LARGE CAP CORE EQUITY ETF
SCHW-PJ
$12.7MSCHWAB US TIPS ETF
SCHW-PJ
$12.5MSCHWAB US TIPS ETF
SCHW-PJ
$12.4MSCHWAB US TIPS ETF
SCHW-PJ
$12MSCHWAB US TIPS ETF
LEO
$10.4MBNY MELLON US LARGE CAP CORE EQUITY ETF