Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q2 2024 · Filed July 12, 2024 · Accession 0001437749-24-022596

Total Value
$203.9M
Positions
226
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (226)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD LONG-TERM BOND ETF921937793366,245$25.7M12.63%
2SCHWAB US TIPS ETF808524870395,605$20.6M10.09%
3BROADCOM INC COMAVGO6,828$11.0M5.38%
4DICKS SPORTING GOODS INC COM25339310239,517$8.5M4.16%
5RADIAN GROUP INC COMRDN246,470$7.7M3.76%
6FORD MTR CO DEL COM345370860572,811$7.2M3.52%
7ABBVIE INC COMABBV41,430$7.1M3.49%
8PACKAGING CORP AMER COM69515610937,216$6.8M3.33%
9FASTENAL CO COMFAST106,767$6.7M3.29%
10ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464289511131,194$6.6M3.22%
11VERIZON COMMUNICATIONS INC COMVZ151,457$6.2M3.06%
12BOOZ ALLEN HAMILTON HLDG CORP CL ABAH40,242$6.2M3.04%
13WILLIAMS SONOMA INC COMWSM21,090$6.0M2.92%
14INVESCO BULLETSHARES 2033 CORPORATE BOND ETFIVZ285,417$5.9M2.89%
15PREMIER INC CL APREM297,383$5.6M2.72%
16SCHWAB U.S. LARGE-CAP ETF80852420183,624$5.4M2.64%
17CITY HLDG CO COMCHCO48,719$5.2M2.54%
18SCHWAB U.S. SMALL-CAP ETF808524607107,546$5.1M2.50%
19SHUTTERSTOCK INC COMSSTK117,501$4.5M2.23%
20INFOSYS LTD SPONSORED ADRINFY237,142$4.4M2.17%
21SCHWAB U.S. MID-CAP ETF80852450855,031$4.3M2.10%
22CONAGRA BRANDS INC COMCAG148,360$4.2M2.07%
23EMPLOYERS HLDGS INC COMEIG78,010$3.3M1.63%
24SCHWAB INTERNATIONAL EQUITY ETF80852480582,937$3.2M1.56%
25SCHWAB EMERGING MARKETS EQUITY ETF80852470641,357$1.1M0.54%
26SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF80852488829,905$1.1M0.52%
27CELESTICA INC COMCLS15,941$913,8980.45%
28PULTE GROUP INC COM7458671018,116$893,5720.44%
29CALERES INC COMCAL25,566$859,0180.42%
30LIVERAMP HLDGS INC COMRAMP27,349$846,1780.42%
31ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR8,022$826,1060.41%
32OWENS CORNING NEW COMOC4,713$818,7420.40%
33LOEWS CORP COML10,601$792,3190.39%
34TRIP COM GROUP LTD ADSTRPCF16,224$762,5280.37%
35PACCAR INC COMPCAR7,402$761,9620.37%
36POST HLDGS INC COMPOST7,178$747,6600.37%
37OPENLANE INC COMOPLN44,264$734,3400.36%
38ENERSYS COMENS7,076$732,5080.36%
39GREENBRIER COS INC COM39365710114,777$732,2000.36%
40APPLE INC COMAAPL3,443$725,2490.36%
41FORESTAR GROUP INC COMFOR21,984$703,2680.34%
42OSHKOSH CORP COMOSK6,464$699,4050.34%
43RENAISSANCERE HLDGS LTD COMRNR-PG2,978$665,6130.33%
44DELTA AIR LINES INC DEL COM NEWDAL13,750$652,3000.32%
45COPA HOLDINGS SA CL ACPA6,821$649,2230.32%
46BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,580$642,7440.32%
47UNITED AIRLS HLDGS INC COMUNTCW12,185$592,9220.29%
48PRUDENTIAL FINL INC COMPUKPF5,033$589,8090.29%
49TWILIO INC CL ATWLO9,626$546,8530.27%
50MOLSON COORS BEVERAGE CO CL BTAP-A10,446$530,9700.26%
51FRESH DEL MONTE PRODUCE INC ORDFDP20,642$451,0280.22%
52AMAZON COM INC COMAMZN1,893$365,8220.18%
53INTERNATIONAL BUSINESS MACHS COMINTR2,008$347,2840.17%
54SCHWAB U.S. BROAD MARKET ETF8085241024,585$288,2470.14%
55MASTERCARD INCORPORATED CL AMA627$276,6070.14%
56TESLA INC COMTSLA1,228$242,9970.12%
57WALMART INC COMWMT2,769$187,4890.09%
58VANGUARD ESG U.S. STOCK ETF9219107331,769$170,9210.08%
59COSTCO WHSL CORP NEW COM22160K105201$170,8480.08%
60AON PLC SHS CL AAON532$156,1850.08%
61ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U6633,826$147,3010.07%
62MICROSOFT CORP COMMSFT307$137,2140.07%
63WARRIOR MET COAL INC COMHCC1,978$124,1590.06%
64PROCTER AND GAMBLE CO COM742718109710$117,0930.06%
65MERCK & CO INC COMMRK927$114,7630.06%
66INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ5,408$113,8920.06%
67NVIDIA CORPORATION COMNVDA920$113,6570.06%
68CHURCH & DWIGHT CO INC COMCHD1,030$106,7900.05%
69VISA INC COM CL AV398$104,4630.05%
70GENERAL MTRS CO COM37045V1002,156$100,1680.05%
71ALPHABET INC CAP STK CL AGOOG536$97,6320.05%
72BREAD FINANCIAL HOLDINGS INC COMBFH-PA2,164$96,4280.05%
73RYDER SYS INC COMR720$89,1940.04%
74UNITED STATES STL CORP NEW COMUNTCW2,345$88,6410.04%
75ENOVA INTL INC COM29357K1031,359$84,5980.04%
76BALCHEM CORP COMBCPC548$84,3650.04%
77PEPSICO INC COMPEP500$82,4650.04%
78TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529DJTWW3,835$81,6860.04%
79VIATRIS INC COMVTRS7,377$78,4180.04%
80UPBOUND GROUP INC COMUPBD2,432$74,6620.04%
81ELI LILLY & CO COMLLY81$73,3360.04%
82TARGET CORP COMTGT489$72,3920.04%
83STEEL DYNAMICS INC COMSTLD555$71,8730.04%
84VITAL ENERGY INC COM5168062051,576$70,6360.03%
85PAR PAC HOLDINGS INC COM NEWPARR2,794$70,5490.03%
86NCR VOYIX CORPORATION COMNCRRP5,589$69,0240.03%
87MARRIOTT INTL INC NEW CL A571903202277$66,9700.03%
88PUBLIC SVC ENTERPRISE GRP INC COM744573106900$66,3300.03%
89XTRACKERS S&P 500 ESG ETF2330511431,244$62,2750.03%
90VANGUARD INFORMATION TECHNOLOGY ETF92204A702107$61,6950.03%
91FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUNDFLEX364$59,8660.03%
92PPG INDS INC COM693506107469$59,0420.03%
93APA CORPORATION COMAPA1,938$57,0550.03%
94BANK AMERICA CORP COM0605051041,386$55,1210.03%
95US FOODS HLDG CORP COMUSFD1,000$52,9800.03%
963M CO COMMMM498$50,8910.02%
97XPEL INC COMXPEL1,400$49,7840.02%
98ROYAL CARIBBEAN GROUP COMV7780T103298$47,5100.02%
99SOUTHERN CO COMSOMN594$46,0770.02%
100LOWES COS INC COM548661107208$45,8560.02%
101SCHWAB CHARLES CORP COMSCHW-PJ565$41,6350.02%
102AVIS BUDGET GROUP COMCAR393$41,0760.02%
103META PLATFORMS INC CL AMETA78$39,3290.02%
104CHEVRON CORP NEW COMCVX239$37,3840.02%
105ALPHABET INC CAP STK CL CGOOG200$36,6840.02%
106DISNEY WALT CO COM254687106368$36,5390.02%
107JOHNSON & JOHNSON COMJNJ240$35,0780.02%
108SPDR PORTFOLIO S&P 400 MID CAP ETF78464A847670$34,3710.02%
109COLUMBIA U.S. EQUITY INCOME ETF19761L854760$33,4160.02%
110SPDR S&P 500 ETF TRUSTSPY61$33,1970.02%
111COCA COLA CO COMKO446$28,3880.01%
112JPMORGAN CHASE & CO. COMVYLD139$28,1140.01%
113INVESCO S&P GLOBAL WATER INDEX ETFIVZ486$26,8710.01%
114EVERGY INC COMEVRG478$25,3200.01%
115WASTE MGMT INC DEL COM94106L109115$24,5340.01%
116MSC INDL DIRECT INC CL A553530106280$22,2070.01%
117ISHARES MORNINGSTAR MID-CAP VALUE ETF464288406300$21,0720.01%
118BRITISH AMERN TOB PLC SPONSORED ADR110448107649$20,0740.01%
119ISHARES GLOBAL CLEAN ENERGY ETF4642882241,496$19,9270.01%
120STARBUCKS CORP COMSBUX255$19,8520.01%
121DUKE ENERGY CORP NEW COM NEWDUKB197$19,7450.01%
122CROWDSTRIKE HLDGS INC CL ACRWD50$19,1600.01%
123AGNICO EAGLE MINES LTD COMAEM289$18,9010.01%
124ACCENTURE PLC IRELAND SHS CLASS AACN58$17,5980.01%
125ADVANCED MICRO DEVICES INC COMAMD90$14,5990.01%
126TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF53656F821369$14,5790.01%
127WISDOMTREE CLOUD COMPUTING FUNDWT443$13,9940.01%
128UTZ BRANDS INC COM CL AUTZ800$13,3120.01%
129CENCORA INC COMCOR57$12,8420.01%
130INTEL CORP COMINTC405$12,5430.01%
131GRAYSCALE BITCOIN TRUSTGBTC235$12,5110.01%
132NIKE INC CL BNKE150$11,3060.01%
133SOUTHERN COPPER CORP COMSCCO101$10,8820.01%
134MARTIN MARIETTA MATLS INC COM57328410620$10,8360.01%
135MCDONALDS CORP COMMCD41$10,4480.01%
136CONSTELLATION BRANDS INC CL ASTZ40$10,2910.01%
137ALTRIA GROUP INC COMMO225$10,2490.01%
138PALO ALTO NETWORKS INC COMPANW30$10,1700.00%
139COTERRA ENERGY INC COMCTRA380$10,1350.00%
140ENBRIDGE INC COMENNPF280$9,9650.00%
141SHERWIN WILLIAMS CO COMSHW33$9,8480.00%
142SCHWAB U.S. LARGE-CAP VALUE ETF808524409131$9,7040.00%
143ISHARES MSCI SWITZERLAND ETF464286749200$9,6420.00%
144CARNIVAL CORP PAIRED CTFCUKPF498$9,3230.00%
145KYNDRYL HLDGS INC COMMON STOCKKD332$8,7350.00%
146MAGNA INTL INC COM559222401200$8,3800.00%
147CUMMINS INC COMCMI30$8,3080.00%
148GENERAL MLS INC COM370334104126$7,9710.00%
149BOOKING HOLDINGS INC COMBKNG2$7,9230.00%
150COLGATE PALMOLIVE CO COMCL74$7,1810.00%
151MARVELL TECHNOLOGY INC COMMRVL100$6,9900.00%
152IQVIA HLDGS INC COMIQV33$6,9780.00%
153UNITED PARCEL SERVICE INC CL BUPS50$6,8430.00%
154TEXAS INSTRS INC COM88250810435$6,8090.00%
155WELLS FARGO CO NEW COM949746101113$6,7110.00%
156SALESFORCE INC COMCRM26$6,6850.00%
157SOLVENTUM CORP COM SHSSOLV124$6,5570.00%
158CHEWY INC CL ACHWY238$6,4830.00%
159VANGUARD MID-CAP VALUE ETF92290851243$6,4680.00%
160CHIPOTLE MEXICAN GRILL INC COMCMG100$6,2650.00%
161SUN CMNTYS INC COM86667410451$6,1370.00%
162BWX TECHNOLOGIES INC COMBWXT62$5,8900.00%
163ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF100$5,8150.00%
164ORACLE CORP COMORCL-PD40$5,6480.00%
165ISHARES MSCI INDIA ETF46429B598100$5,5780.00%
166EXELON CORP COMEXC150$5,1920.00%
167GILEAD SCIENCES INC COMGILD75$5,1460.00%
168ELEVANCE HEALTH INC COMELV9$4,8770.00%
169ZIMMER BIOMET HOLDINGS INC COMZBH40$4,3410.00%
170D R HORTON INC COM23331A10930$4,2280.00%
171UNITEDHEALTH GROUP INC COMUNH8$4,0740.00%
172SIRIUS XM HOLDINGS INC COMSIRI1,330$3,7640.00%
173AMERICAN EXPRESS CO COMAXP16$3,7050.00%
174MICRON TECHNOLOGY INC COMMU28$3,6830.00%
175GOLDMAN SACHS GROUP INC COMGSCE8$3,6190.00%
176MAIDEN HOLDINGS LTD SHSMHNC1,695$3,4920.00%
177IQIYI INC SPONSORED ADSIQ950$3,4870.00%
178ZENTEK LTD COMZTEK3,130$3,3490.00%
179NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH176$3,3070.00%
180HECLA MNG CO COM422704106637$3,0890.00%
181LULULEMON ATHLETICA INC COMLULU10$2,9870.00%
182TRUMP MEDIA & TECHNOLOGY GROUP COMDJTWW88$2,8820.00%
183APPLIED MATLS INC COM03822210512$2,8320.00%
184ISHARES CYBERSECURITY & TECH ETF46435U13561$2,8030.00%
185SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE25$2,5820.00%
186CARMAX INC COMKMX33$2,4200.00%
187MARRIOTT VACATIONS WORLDWIDE C COMVAC27$2,3580.00%
188SANDSTORM GOLD LTD COM NEW80013R206418$2,2740.00%
189KINROSS GOLD CORP COMKGCRF222$1,8470.00%
190HALLIBURTON CO COMHAL50$1,6890.00%
191VANGUARD VALUE ETF92290874410$1,6040.00%
192ENERGY SELECT SECTOR SPDR FUND81369Y50617$1,5500.00%
193B2GOLD CORP COMBTG539$1,4550.00%
194HASBRO INC COMHAS24$1,4040.00%
195HANESBRANDS INC COM410345102248$1,2230.00%
196PENN ENTERTAINMENT INC COMPENN60$1,1610.00%
197NEW GOLD INC CDA COM644535106540$1,0530.00%
198ALBEMARLE CORP COMALB-PA10$9550.00%
199SOLAREDGE TECHNOLOGIES INC COMSEDG32$8080.00%
200UNDER ARMOUR INC CL AUA120$8000.00%
201UNDER ARMOUR INC CL CUA120$7840.00%
202FIRST MAJESTIC SILVER CORP COMAG124$7340.00%
203ENDEAVOUR SILVER CORP COMEXK200$7040.00%
204SPOTIFY TECHNOLOGY S A SHSSPOT2$6280.00%
205SILVERCREST METALS INC COM82836310175$6110.00%
206GOLD FIELDS LTD SPONSORED ADRGFIOF40$5960.00%
207CASSAVA SCIENCES INC COM14817C10748$5930.00%
208SSR MINING IN COMSSRGF125$5650.00%
209ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428863811$5640.00%
210TORONTO DOMINION BK ONT COM NEWTORO10$5500.00%
211HP INC COMHPQ15$5250.00%
212HEWLETT PACKARD ENTERPRISE CO COMHPE-PC15$3180.00%
213NATIONAL HEALTH INVS INC COM63633D1044$2710.00%
214RUMBLE INC COM CL ARUMBW40$2220.00%
215TJX COS INC NEW COM8725401092$2200.00%
216HERSHEY CO COMHSY1$1840.00%
217JETAI INC WT EXP 08103347714H126246$1040.00%
218GOPRO INC CL AGPRO60$850.00%
219ZIMVIE INC COM98888T1074$730.00%
220CANOPY GROWTH CORP COM NEWCGC10$650.00%
221JETAI INC COMG6855L109155$520.00%
222RCI HOSPITALITY HLDGS INC COMRICK1$440.00%
223OCCIDENTAL PETE CORP WT EXP 0803276745991621$410.00%
224DZS INC COM2682111094$50.00%
225PHARMACYTE BIOTECH INC COM NEWPMCB2$40.00%
226VANECK RUSSIA ETF92189F403162$00.00%