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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Carolina Wealth Advisors, LLC

Quarter ended Q3 2023 · Filed July 17, 2023 · Accession 0001437749-23-020045

Total Value
$166.2M
Positions
256
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (256)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD LONG-TERM BOND ETF921937793286,469$21.5M12.91%
2SCHWAB US TIPS ETF808524870321,919$16.9M10.15%
3BROADCOM INC COMAVGO9,976$8.7M5.21%
4MERCK & CO INC COMMRK61,208$7.1M4.25%
5TEXAS INSTRS INC COM88250810433,887$6.1M3.67%
6FASTENAL CO COMFAST99,546$5.9M3.53%
7ABBVIE INC COMABBV41,136$5.5M3.33%
8ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464289511107,136$5.5M3.32%
9RADIAN GROUP INC COMRDN211,214$5.3M3.21%
10BUNGE LIMITED COMBG53,381$5.0M3.03%
11WILLIAMS SONOMA INC COMWSM39,857$5.0M3.00%
12INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ242,175$5.0M3.00%
13SCHWAB U.S. LARGE-CAP ETF80852420192,521$4.8M2.92%
14PACKAGING CORP AMER COM69515610936,528$4.8M2.90%
15SCHWAB U.S. SMALL-CAP ETF808524607108,366$4.7M2.86%
16CONAGRA BRANDS INC COMCAG137,895$4.6M2.80%
17CITY HLDG CO COMCHCO45,462$4.1M2.46%
18PREMIER INC CL APREM142,121$3.9M2.37%
19BUCKLE INC COMBKE112,717$3.9M2.35%
20SCHWAB U.S. MID-CAP ETF80852450854,043$3.8M2.31%
21INFOSYS LTD SPONSORED ADRINFY221,175$3.6M2.14%
22EMPLOYERS HLDGS INC COMEIG80,130$3.0M1.80%
23SCHWAB INTERNATIONAL EQUITY ETF80852480547,882$1.7M1.03%
24SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF80852488825,395$857,5890.52%
25BEAZER HOMES USA INC COM NEWBZH30,297$857,1020.52%
26SCHWAB EMERGING MARKETS EQUITY ETF80852470633,933$835,7700.50%
27APPLE INC COMAAPL3,628$703,8000.42%
28CAVCO INDS INC DEL COM1495681072,351$693,5450.42%
29CONSOL ENERGY INC NEW COM20854L1089,946$674,4380.41%
30LIVERAMP HLDGS INC COMRAMP23,340$666,5900.40%
31CELESTICA INC SUB VTG SHSCLS42,787$620,4120.37%
32ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR6,702$581,4660.35%
33SUPER MICRO COMPUTER INC COMSMCI2,324$579,2570.35%
34COMMERCIAL METALS CO COMCMC10,763$566,7800.34%
35APOLLO COML REAL EST FIN INC COM03762U10548,145$545,0010.33%
36BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,580$538,7800.32%
37GRAHAM HLDGS CO COM CL BGHM936$534,9050.32%
38O-I GLASS INC COMOI24,842$529,8800.32%
39POST HLDGS INC COMPOST6,093$527,9580.32%
40CALERES INC COMCAL21,808$521,8650.31%
41TWILIO INC CL ATWLO8,195$521,3660.31%
42WABASH NATL CORP COM92956610720,154$516,7490.31%
43DIME CMNTY BANCSHARES INC COM25432X10229,266$515,9600.31%
44PARK HOTELS & RESORTS INC COMPK39,937$511,9920.31%
45CHICOS FAS INC COM16861510293,001$497,5550.30%
46GOLAR LNG LTD SHSGLNG24,329$490,7160.30%
47BENCHMARK ELECTRS INC COM08160H10118,738$484,0030.29%
48PEABODY ENGR CORP COMBTU21,679$469,5670.28%
49RENAISSANCERE HLDGS LTD COMRNR-PG2,513$468,7250.28%
50CAL MAINE FOODS INC COM NEWCALM10,374$466,8300.28%
51FRESH DEL MONTE PRODUCE INC ORDFDP17,613$452,8300.27%
52RPC INC COMRES62,925$449,9140.27%
53SIGNET JEWELERS LIMITED SHSSIG6,430$419,6220.25%
54HANCOCK WHITNEY CORPORATION COMHWCPZ10,496$402,8360.24%
55MSC INDL DIRECT INC CL A5535301063,847$366,5420.22%
56BOOZ ALLEN HAMILTON HLDG CORP CL ABAH3,222$359,5750.22%
57HANMI FINL CORP COM NEW41049520423,845$356,0060.21%
58TESLA INC COMTSLA1,236$323,5480.19%
59BRITISH AMERN TOB PLC SPONSORED ADR1104481078,724$289,6370.17%
60ONEMAIN HLDGS INC COMOMF5,992$261,7900.16%
61VERIZON COMMUNICATIONS INC COMVZ7,019$261,0370.16%
62AMAZON COM INC COMAMZN1,998$260,4590.16%
632U INC COM90214J10161,190$246,5960.15%
64SCHWAB U.S. BROAD MARKET ETF8085241024,738$244,9550.15%
65INTERNATIONAL BUSINESS MACHS COMINTR1,696$226,9420.14%
66VITAL ENERGY INC COM5168062054,963$224,0790.13%
67AON PLC SHS CL AAON532$183,6460.11%
68SPDR S&P 500 ETF TRUSTSPY369$163,5700.10%
69VANGUARD ESG U.S. STOCK ETF9219107331,711$134,0570.08%
70ISHARES MSCI KLD 400 SOCIAL ETF4642885701,406$118,3430.07%
71ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U6633,178$112,8830.07%
72COSTCO WHSL CORP NEW COM22160K105201$108,2140.07%
73WALMART INC COMWMT677$106,4110.06%
74TENET HEALTHCARE CORP COM NEWTHC1,272$103,5150.06%
75CHURCH & DWIGHT CO INC COMCHD1,030$103,2370.06%
76MICROSOFT CORP COMMSFT303$103,1840.06%
77VANGUARD INFORMATION TECHNOLOGY ETF92204A702225$99,4860.06%
78PROCTER AND GAMBLE CO COM742718109640$97,1140.06%
79VISA INC COM CL AV398$94,5170.06%
80PEPSICO INC COMPEP500$92,6100.06%
81AVIS BUDGET GROUP COMCAR387$88,4950.05%
82RYDER SYS INC COMR1,027$87,0790.05%
83NUCOR CORP COMNUE525$86,0900.05%
84LOWES COS INC COM548661107371$83,7350.05%
85MARINEMAX INC COMHZO2,374$81,0960.05%
86BOISE CASCADE CO DEL COMBCC853$77,0690.05%
87WARRIOR MET COAL INC COMHCC1,933$75,2900.05%
88UPBOUND GROUP INC COMUPBD2,383$74,1830.04%
89BALCHEM CORP COMBCPC548$73,8760.04%
90MATSON INC COMMATX909$70,6570.04%
91ENOVA INTL INC COM29357K1031,315$69,8530.04%
92PPG INDS INC COM693506107469$69,5530.04%
93ISHARES S&P 500 GROWTH ETF464287309932$65,6870.04%
94CALLON PETE CO DEL COM13123X5081,829$64,1430.04%
95ISHARES CORE S&P 500 ETF464287200142$63,2910.04%
96STEEL DYNAMICS INC COMSTLD550$59,9120.04%
97VANGUARD DIVIDEND APPRECIATION ETF921908844360$58,4750.04%
98UNITED STATES STL CORP NEW COMUNTCW2,322$58,0730.03%
99PUBLIC SVC ENTERPRISE GRP INC COM744573106900$56,3490.03%
100TARGET CORP COMTGT420$55,3980.03%
1013M CO COMMMM550$55,0500.03%
102ALPHABET INC CAP STK CL AGOOG447$53,5060.03%
103MARRIOTT INTL INC NEW CL A571903202277$50,8820.03%
104LUMEN TECHNOLOGIES INC COMLUMN21,670$48,9740.03%
105XTRACKERS S&P 500 ESG ETF2330511431,185$48,1230.03%
106FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUNDFLEX337$47,2520.03%
107JOHNSON & JOHNSON COMJNJ274$45,3520.03%
108VIRTU FINL INC CL A9282541012,589$44,2460.03%
109US FOODS HLDG CORP COMUSFD1,000$44,0000.03%
110SOUTHERN CO COMSOMN594$41,7290.03%
111DISNEY WALT CO COM254687106462$41,2470.02%
112CHEVRON CORP NEW COMCVX253$39,8100.02%
113LILLY ELI & CO COMLLY81$37,9870.02%
114VANGUARD LARGE-CAP ETF922908637168$34,0570.02%
115SCHWAB CHARLES CORP COMSCHW-PJ565$32,0240.02%
116ROYAL CARIBBEAN GROUP COMV7780T103298$30,9150.02%
117SPDR PORTFOLIO S&P 400 MID CAP ETF78464A847670$30,7460.02%
118ALPHABET INC CAP STK CL CGOOG250$30,1990.02%
119UNITED PARCEL SERVICE INC CL BUPS158$28,3220.02%
120EVERGY INC COMEVRG478$27,9250.02%
121COCA COLA CO COMKO446$26,8580.02%
122STARBUCKS CORP COMSBUX255$25,2600.02%
123COLUMBIA U.S. ESG EQUITY INCOME ETF19761L300632$23,9180.01%
124WENDYS CO COM95058W1001,065$23,1640.01%
125INVESCO S&P GLOBAL WATER INDEX ETFIVZ416$21,3870.01%
126FORD MTR CO DEL COM3453708601,395$21,1060.01%
127AMERICAN WTR WKS CO INC NEW COM030420103146$20,8420.01%
128PRUDENTIAL FINL INC COMPUKPF235$20,7320.01%
129MAGNA INTL INC COM559222401360$20,3180.01%
130UNITEDHEALTH GROUP INC COMUNH42$20,1870.01%
131META PLATFORMS INC CL AMETA70$20,0890.01%
132GENERAL ELECTRIC CO COM NEW369604301174$19,1140.01%
133ISHARES MORNINGSTAR MID-CAP VALUE ETF464288406300$19,1100.01%
134INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFIVZ62$18,4770.01%
135DUKE ENERGY CORP NEW COM NEWDUKB197$17,6790.01%
136NVIDIA CORPORATION COMNVDA40$16,9210.01%
137NIKE INC CL BNKE150$16,5560.01%
138TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF53656F821513$16,3870.01%
139VANGUARD MID-CAP VALUE ETF922908512114$15,7750.01%
140WISDOMTREE CLOUD COMPUTING FUNDWT494$15,6600.01%
141VANGUARD EXTENDED MARKET ETF922908652105$15,6270.01%
142CONSTELLATION BRANDS INC CL ASTZ60$14,7680.01%
143MASTERCARD INCORPORATED CL AMA37$14,5520.01%
144ISHARES GLOBAL CLEAN ENERGY ETF464288224785$14,4440.01%
145JPMORGAN CHASE & CO COMVYLD99$14,3990.01%
146CISCO SYS INC COMCSCO265$13,7110.01%
147UTZ BRANDS INC COM CL AUTZ800$13,0880.01%
148SCHWAB U.S. LARGE-CAP VALUE ETF808524409187$12,5460.01%
149MCDONALDS CORP COMMCD41$12,2350.01%
150AMERISOURCEBERGEN CORP COMCOR57$10,9690.01%
151WASTE MGMT INC DEL COM94106L10960$10,4050.01%
152ADVANCED MICRO DEVICES INC COMAMD90$10,2520.01%
153ALTRIA GROUP INC COMMO225$10,1930.01%
154DIGITAL WORLD ACQUISITION CORP WT EXP 063028DJTWW3,835$9,9710.01%
155CRACKER BARREL OLD CTRY STORE COM22410J106103$9,5980.01%
156CHEWY INC CL ACHWY238$9,3940.01%
157CARNIVAL CORP COMMON STOCKCUKPF498$9,3770.01%
158MARTIN MARIETTA MATLS INC COM57328410620$9,2340.01%
159SHERWIN WILLIAMS CO COMSHW33$8,7620.01%
160SOLAREDGE TECHNOLOGIES INC COMSEDG32$8,6100.01%
161PALO ALTO NETWORKS INC COMPANW30$7,6650.00%
162IQVIA HLDGS INC COMIQV33$7,4170.00%
163CUMMINS INC COMCMI30$7,3550.00%
164CROWDSTRIKE HLDGS INC CL ACRWD50$7,3440.00%
165DEVON ENERGY CORP NEW COM25179M103150$7,2510.00%
166VANGUARD FTSE DEVELOPED MARKETS ETF921943858156$7,2040.00%
167SOUTHERN COPPER CORP COMSCCO100$7,1740.00%
168VANGUARD VALUE ETF92290874449$6,9650.00%
169EOG RES INC COMEOG60$6,8660.00%
170SUN CMNTYS INC COM86667410451$6,6530.00%
171VANGUARD GROWTH ETF92290873622$6,2250.00%
172SIRIUS XM HOLDINGS INC COMSIRI1,330$6,0250.00%
173MARVELL TECHNOLOGY INC COMMRVL100$5,9780.00%
174ZIMMER BIOMET HOLDINGS INC COMZBH40$5,8240.00%
175GILEAD SCIENCES INC COMGILD75$5,7800.00%
176COLGATE PALMOLIVE CO COMCL74$5,7010.00%
177SALESFORCE INC COMCRM26$5,4930.00%
178ABBOTT LABS COMABLZF50$5,4510.00%
179BOOKING HOLDINGS INC COMBKNG2$5,4010.00%
180ENBRIDGE INC COMENNPF140$5,2010.00%
181NEWMONT CORP COMNEMCL120$5,1190.00%
182IQIYI INC SPONSORED ADSIQ950$5,0730.00%
183BANK NOVA SCOTIA HALIFAX COM064149107100$5,0040.00%
184WELLS FARGO CO NEW COM949746101113$4,8230.00%
185ORACLE CORP COMORCL-PD40$4,7640.00%
186BARRICK GOLD CORP COM067901108280$4,7400.00%
187ISHARES CORE U.S. AGGREGATE BOND ETF46428722648$4,7020.00%
188ISHARES MSCI SWITZERLAND ETF464286749100$4,6210.00%
189MALIBU BOATS INC COM CL AMBUU77$4,5170.00%
190KYNDRYL HLDGS INC COMMON STOCKKD332$4,4090.00%
191APPLIED MATLS INC COM03822210530$4,3360.00%
192ISHARES MSCI CANADA ETF464286509116$4,0590.00%
193ELEVANCE HEALTH INC COMELV9$3,9990.00%
194NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH176$3,8320.00%
195LULULEMON ATHLETICA INC COMLULU10$3,7850.00%
196MAIDEN HOLDINGS LTD SHSMHNC1,695$3,5600.00%
197MARRIOTT VACATIONS WORLDWIDE C COMVAC27$3,3130.00%
198GOLDMAN SACHS GROUP INC COMGSCE10$3,2250.00%
199INNOVATIVE INDL PPTYS INC COMINHD40$2,9200.00%
200INTEL CORP COMINTC85$2,8420.00%
201AMERICAN EXPRESS CO COMAXP16$2,7870.00%
202CARMAX INC COMKMX33$2,7620.00%
203VANGUARD MID-CAP ETF92290862912$2,6420.00%
204BOEING CO COMBA-PA12$2,5340.00%
205SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE40$2,4750.00%
206MICRON TECHNOLOGY INC COMMU39$2,4610.00%
207GLOBAL X CANNABIS ETF37954Y145380$2,4240.00%
208ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY29$2,4170.00%
209GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF37954Y62490$2,3440.00%
210ISHARES CYBERSECURITY & TECH ETF46435U13561$2,3070.00%
211ALBEMARLE CORP COMALB-PA10$2,2310.00%
212BANK AMERICA CORP COM06050510470$2,0080.00%
213VANGUARD SMALL-CAP ETF9229087519$1,7900.00%
214ISHARES MSCI EAFE SMALL-CAP ETF46428827329$1,7100.00%
215HALLIBURTON CO COMHAL50$1,6500.00%
216HASBRO INC COMHAS24$1,5540.00%
217VIATRIS INC COMVTRS155$1,5470.00%
218PENN ENTERTAINMENT INC COMPENN60$1,4420.00%
219ENERGY SELECT SECTOR SPDR FUND81369Y50617$1,3800.00%
220NEW YORK TIMES CO CL ANYT31$1,2210.00%
221PAYPAL HLDGS INC COMPYPL18$1,2010.00%
222CASSAVA SCIENCES INC COM14817C10748$1,1770.00%
223KOHLS CORP COMKSS50$1,1530.00%
224HANESBRANDS INC COM410345102248$1,1260.00%
225DIGITAL WORLD ACQUISITION CORP CLASS A COMDJTWW88$1,1050.00%
226NOKIA CORP SPONSORED ADRNOKBF243$1,0110.00%
227CANADIAN NAT RES LTD COM13638510117$9560.00%
228ZOOM VIDEO COMMUNICATIONS INC CL AZM13$8820.00%
229UNDER ARMOUR INC CL AUA120$8660.00%
230UNDER ARMOUR INC CL CUA120$8050.00%
231CRESUD S A C I F Y A SPONSORED ADRCRESY102$7880.00%
232VANGUARD FTSE EMERGING MARKETS ETF92204285819$7730.00%
233B & G FOODS INC NEW COMBGS50$6960.00%
234TORONTO DOMINION BK ONT COM NEWTORO10$6200.00%
235TAKE-TWO INTERACTIVE SOFTWARE COMTTWO4$5890.00%
236ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428863811$5560.00%
237GOLD FIELDS LTD SPONSORED ADRGFIOF40$5530.00%
238HP INC COMHPQ15$4610.00%
239INVESCO QQQ TRUST SERIES IIVZ1$3690.00%
240RUMBLE INC COM CL ARUMBW40$3570.00%
241SPOTIFY TECHNOLOGY S A SHSSPOT2$3210.00%
242LEMONADE INC COMLMND16$2700.00%
243HEWLETT PACKARD ENTERPRISE CO COMHPE-PC15$2520.00%
244HERSHEY CO COMHSY1$2500.00%
245GOPRO INC CL AGPRO60$2480.00%
246NATIONAL HEALTH INVS INC COM63633D1044$2100.00%
247TJX COS INC NEW COM8725401092$1700.00%
248WABTEC COM9297401081$1100.00%
249GENERAL MLS INC COM3703341041$770.00%
250RCI HOSPITALITY HLDGS INC COMRICK1$760.00%
251DELTA AIR LINES INC DEL COM NEWDAL1$480.00%
252ZIMVIE INC COM98888T1074$450.00%
253CANOPY GROWTH CORP COMCGC100$390.00%
254OCCIDENTAL PETE CORP WT EXP 0803276745991621$370.00%
255PHARMACYTE BIOTECH INC COM NEWPMCB2$60.00%
256TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391000$00.00%