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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 Q4 2024 · Filed January 14, 2025 · Accession 0001437749-25-001108

Total Value
$185.8M
Positions
299
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (299)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD LONG-TERM BOND ETF921937793358,212$24.5M13.19%
2SCHWAB US TIPS ETF808524870790,572$20.4M10.99%
3DICKS SPORTING GOODS INC COM25339310237,089$8.5M4.57%
4PACKAGING CORP AMER COM69515610934,946$7.9M4.23%
5RADIAN GROUP INC COMRDN231,630$7.3M3.95%
6WILLIAMS SONOMA INC COMWSM39,568$7.3M3.94%
7BROADCOM INC COMAVGO31,254$7.2M3.90%
8FASTENAL CO COMFAST100,414$7.2M3.89%
9ABBVIE INC COMABBV38,926$6.9M3.72%
10ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464289511128,263$6.3M3.41%
11INVESCO BULLETSHARES 2033 CORPORATE BOND ETFIVZ283,632$5.8M3.15%
12VERIZON COMMUNICATIONS INC COMVZ143,234$5.7M3.08%
13CITY HLDG CO COMCHCO45,821$5.4M2.92%
14FORD MTR CO COM345370860540,381$5.3M2.88%
15SCHWAB U.S. LARGE-CAP ETF808524201216,827$5.0M2.70%
16INFOSYS LTD SPONSORED ADRINFY222,699$4.9M2.63%
17SCHWAB U.S. SMALL-CAP ETF808524607188,711$4.9M2.63%
18SCHWAB U.S. MID-CAP ETF808524508147,394$4.1M2.20%
19CONAGRA BRANDS INC COMCAG138,983$3.9M2.08%
20EMPLOYERS HLDGS INC COMEIG73,300$3.8M2.02%
21SHUTTERSTOCK INC COMSSTK110,398$3.4M1.80%
22SCHWAB INTERNATIONAL EQUITY ETF808524805157,030$2.9M1.56%
23UNITED AIRLS HLDGS INC COMUNTCW11,358$1.1M0.59%
24TWILIO INC CL ATWLO9,027$975,6380.52%
25SCHWAB EMERGING MARKETS EQUITY ETF80852470636,535$972,9290.52%
26SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF80852488827,830$955,4040.51%
27CELESTICA INC COMCLS9,455$872,6970.47%
28GREENBRIER COS INC COM39365710113,859$845,2600.45%
29LOEWS CORP COML9,917$839,8710.45%
30OPENLANE INC COMOPLN41,912$831,5340.45%
31LIVERAMP HLDGS INC COMRAMP25,608$777,7150.42%
32DELTA AIR LINES INC DEL COM NEWDAL12,840$776,8200.42%
33POST HLDGS INC COMPOST6,750$772,6050.42%
34OWENS CORNING NEW COMOC4,427$754,0070.41%
35ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR6,498$713,4800.38%
36RENAISSANCERE HLDGS LTD COMRNR-PG2,797$695,9220.37%
37FRESH DEL MONTE PRODUCE INC ORDFDP19,403$644,3740.35%
38ENERSYS COMENS6,648$614,4750.33%
39PULTE GROUP INC COM7458671015,482$596,9900.32%
40OSHKOSH CORP COMOSK6,062$576,3140.31%
41COPA HOLDINGS SA CL ACPA6,408$563,1350.30%
42MOLSON COORS BEVERAGE CO CL BTAP-A9,743$558,4690.30%
43CALERES INC COMCAL23,878$553,0140.30%
44FORESTAR GROUP INC COMFOR20,589$533,6670.29%
45APPLE INC COMAAPL2,062$516,3660.28%
46BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A785$355,8250.19%
47TESLA INC COMTSLA881$355,7830.19%
48SCHWAB U.S. BROAD MARKET ETF80852410213,294$301,7790.16%
49GODADDY INC CL AGDDY1,381$272,5680.15%
50MARRIOTT INTL INC NEW CL A571903202906$252,7200.14%
51HILTON WORLDWIDE HLDGS INC COMHLT1,001$247,4070.13%
52AUTODESK INC COMADSK835$246,8010.13%
53EQUITABLE HLDGS INC COMEQH-PC5,172$243,9630.13%
54MASTERCARD INCORPORATED CL AMA456$240,1160.13%
55CARDINAL HEALTH INC COMCAH1,917$226,7240.12%
56ELI LILLY & CO COMLLY290$223,8800.12%
57VERISK ANALYTICS INC COMVRSK810$223,0980.12%
58CENCORA INC COMCOR985$221,3100.12%
59MOTOROLA SOLUTIONS INC COM NEWMSI477$220,4840.12%
60AMAZON COM INC COMAMZN996$218,5120.12%
61CLOROX CO DEL COMCLX1,315$213,5690.11%
62MANHATTAN ASSOCIATES INC COMMANH784$211,8680.11%
63PDD HOLDINGS INC SPONSORED ADSPDD2,173$210,7590.11%
64OTIS WORLDWIDE CORP COMOTIS2,265$209,7620.11%
65WALMART INC COMWMT2,229$201,3900.11%
66AON PLC SHS CL AAON557$200,0520.11%
67BOOKING HOLDINGS INC COMBKNG39$193,7680.10%
68VANGUARD ESG U.S. STOCK ETF9219107331,698$178,1030.10%
69AUTOZONE INC COMAZO52$166,5040.09%
70ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U6633,711$156,0480.08%
71COSTCO WHSL CORP NEW COM22160K105169$154,8500.08%
72NU HLDGS LTD ORD SHS CL ANU14,442$149,6190.08%
73NOVO-NORDISK A S ADRNONOF1,656$142,4490.08%
74BREAD FINANCIAL HOLDINGS INC COMBFH-PA2,131$130,1190.07%
75ENOVA INTL INC COM29357K1031,346$129,0540.07%
76PROCTER AND GAMBLE CO COM742718109710$119,0320.06%
77GENERAL MTRS CO COM37045V1002,132$113,5720.06%
78RYDER SYS INC COMR718$112,6250.06%
79MERCK & CO INC COMMRK927$92,2180.05%
80VIATRIS INC COMVTRS7,199$89,6280.05%
81TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529DJTWW3,835$88,4540.05%
82MATADOR RES CO COMMTDR1,539$86,5840.05%
83MICROSOFT CORP COMMSFT199$83,8790.05%
84NORTHERN OIL & GAS INC COMNOG2,254$83,7590.05%
85NVIDIA CORPORATION COMNVDA610$81,9170.04%
86PEPSICO INC COMPEP536$81,5040.04%
87PUBLIC SVC ENTERPRISE GRP INC COM744573106900$76,0410.04%
88PEABODY ENERGY CORP COMBTU3,612$75,6350.04%
89DXC TECHNOLOGY CO COMDXC3,700$73,9260.04%
90HERBALIFE LTD COM SHSHLF10,506$70,2850.04%
91UPBOUND GROUP INC COMUPBD2,401$70,0370.04%
92US FOODS HLDG CORP COMUSFD1,000$67,4600.04%
933M CO COMMMM498$64,2870.03%
94XTRACKERS S&P 500 ESG ETF2330511431,194$63,6040.03%
95TARGET CORP COMTGT465$62,8590.03%
96BANK AMERICA CORP COM0605051041,386$60,9150.03%
97VANGUARD INFORMATION TECHNOLOGY ETF92204A70296$59,6930.03%
98FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUNDFLEX353$59,3180.03%
99VITAL ENERGY INC COM5168062051,558$48,1730.03%
100ALPHABET INC CAP STK CL CGOOG247$47,0390.03%
101DISNEY WALT CO COM254687106411$45,7840.02%
102PAR PAC HOLDINGS INC COM NEWPARR2,756$45,1710.02%
103APA CORPORATION COMAPA1,932$44,6100.02%
104SCHWAB CHARLES CORP COMSCHW-PJ565$41,8160.02%
105LOWES COS INC COM548661107166$40,9690.02%
106JPMORGAN CHASE & CO. COMVYLD149$35,7170.02%
107META PLATFORMS INC CL AMETA60$35,1310.02%
108ALPHABET INC CAP STK CL AGOOG180$34,0740.02%
109NUCOR CORP COMNUE289$33,7290.02%
110BOOZ ALLEN HAMILTON HLDG CORP CL ABAH241$31,0170.02%
111EVERGY INC COMEVRG478$29,4210.02%
112AMERICAN HEALTHCARE REIT INC COM SHSAHR1,035$29,4150.02%
113PRUDENTIAL FINL INC COMPUKPF235$27,8550.01%
114ACCENTURE PLC IRELAND SHS CLASS AACN76$26,7360.01%
115SILA REALTY TRUST INC COMMON STOCKSILA1,066$25,9250.01%
116INVESCO S&P GLOBAL WATER INDEX ETFIVZ475$25,7450.01%
117COLUMBIA U.S. EQUITY INCOME ETF19761L854561$24,8780.01%
118BRITISH AMERN TOB PLC SPONSORED ADR110448107649$23,5720.01%
119WASTE MGMT INC DEL COM94106L109115$23,2060.01%
120VISA INC COM CL AV71$22,4390.01%
121COCA COLA CO COMKO350$21,7910.01%
122ORACLE CORP COMORCL-PD127$21,1630.01%
123STARBUCKS CORP COMSBUX230$20,9880.01%
124MSC INDL DIRECT INC CL A553530106280$20,9130.01%
125KKR & CO INC COMKKRT134$19,8200.01%
126T-MOBILE US INC COMTMUSZ87$19,2040.01%
127BOEING CO COMBA-PA102$18,0540.01%
128NETFLIX INC COMNFLX20$17,8260.01%
129GRAYSCALE BITCOIN TRUST ETFGBTC235$17,3950.01%
130ISHARES GLOBAL CLEAN ENERGY ETF4642882241,468$16,7060.01%
131WISDOMTREE CLOUD COMPUTING FUNDWT441$16,5460.01%
132INTERNATIONAL BUSINESS MACHS COMINTR69$15,1680.01%
133THE TRADE DESK INC COM CL A88339J105125$14,6910.01%
134PROGRESSIVE CORP COM74331510361$14,6160.01%
135NIKE INC CL BNKE184$13,9230.01%
136TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF53656F821353$13,7590.01%
137BROOKFIELD CORP CL A LTD VT SH11271J107237$13,6160.01%
138ADVANCED MICRO DEVICES INC COMAMD110$13,2870.01%
139AMERICAN EXPRESS CO COMAXP44$13,0590.01%
140MCDONALDS CORP COMMCD41$11,8850.01%
141ALTRIA GROUP INC COMMO225$11,7650.01%
142COPART INC COMCPRT198$11,3630.01%
143HEICO CORP NEW CL AHEI-A61$11,3510.01%
144SCHWAB U.S. LARGE-CAP VALUE ETF808524409434$11,3140.01%
145OREILLY AUTOMOTIVE INC COM67103H1079$10,6720.01%
146CUMMINS INC COMCMI30$10,4580.01%
147TRANSDIGM GROUP INC COMTDG8$10,1380.01%
148SALESFORCE INC COMCRM29$9,6960.01%
149SHOPIFY INC CL ASHOP89$9,4630.01%
150SNOWFLAKE INC CL ASNOW60$9,2650.00%
151BROWN & BROWN INC COMBRO84$8,5700.00%
152CROWDSTRIKE HLDGS INC CL ACRWD25$8,5540.00%
153MCKESSON CORP COMMCK15$8,5490.00%
154GENERAL MLS INC COM370334104126$8,0350.00%
155CONOCOPHILLIPS COMCOP81$8,0330.00%
156WELLS FARGO CO NEW COM949746101113$7,9370.00%
157VULCAN MATLS CO COM92916010929$7,4600.00%
158THE CIGNA GROUP COM12552310027$7,4560.00%
159MORGAN STANLEY COM NEWMS-PQ58$7,2920.00%
160CARMAX INC COMKMX89$7,2770.00%
161COSTAR GROUP INC COMCSGP98$7,0160.00%
162GILEAD SCIENCES INC COMGILD75$6,9280.00%
163BWX TECHNOLOGIES INC COMBWXT62$6,9060.00%
164MARKEL GROUP INC COMMKL4$6,9050.00%
165DUKE ENERGY CORP NEW COM NEWDUKB63$6,7880.00%
166ROPER TECHNOLOGIES INC COMROP13$6,7580.00%
167COLGATE PALMOLIVE CO COMCL74$6,7270.00%
168SOUTHERN CO COMSOMN81$6,6680.00%
169CHEVRON CORP NEW COMCVX46$6,6630.00%
170ANALOG DEVICES INC COMADI31$6,5860.00%
171TEXAS INSTRS INC COM88250810435$6,5630.00%
172IQVIA HLDGS INC COMIQV33$6,4850.00%
173PROLOGIS INC. COMPLDGP61$6,4480.00%
174MONSTER BEVERAGE CORP NEW COMMNST122$6,4120.00%
175UNITED PARCEL SERVICE INC CL BUPS50$6,3050.00%
176JOHNSON & JOHNSON COMJNJ43$6,2190.00%
177LIVE NATION ENTERTAINMENT INC COMLYV48$6,2160.00%
178GENERAL DYNAMICS CORP COMGD23$6,0600.00%
179VERTEX PHARMACEUTICALS INC COMVRTX15$6,0410.00%
180CBRE GROUP INC CL ACBRE46$6,0390.00%
181PACCAR INC COMPCAR58$6,0330.00%
182FAIR ISAAC CORP COMFICO3$5,9730.00%
183UNION PAC CORP COMUNP26$5,9290.00%
184BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS ABIPC148$5,9210.00%
185RTX CORPORATION COMRTX51$5,9020.00%
186TYLER TECHNOLOGIES INC COMTYL10$5,7660.00%
187NASDAQ INC COMNDAQ74$5,7210.00%
188VANGUARD MID-CAP VALUE ETF92290851235$5,6620.00%
189EXELON CORP COMEXC150$5,6460.00%
190EATON CORP PLC SHSETN17$5,6420.00%
191CHUBB LIMITED COMCB20$5,5260.00%
192ABBOTT LABS COMABLZF48$5,4290.00%
193GARTNER INC COMIT11$5,3290.00%
194MARSH & MCLENNAN COS INC COM57174810225$5,3100.00%
195ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF100$5,0070.00%
196MSCI INC COMMSCI8$4,8000.00%
197DOMINION ENERGY INC COMD88$4,7400.00%
198CITIGROUP INC COM NEWC-PR67$4,7160.00%
199INTUITIVE SURGICAL INC COM NEWISRG9$4,6980.00%
200PAYPAL HLDGS INC COMPYPL55$4,6940.00%
201DOMINOS PIZZA INC COMDPZ11$4,6170.00%
202ILLINOIS TOOL WKS INC COM45230810918$4,5640.00%
203DIAGEO PLC SPON ADR NEWDGEAF35$4,4500.00%
204CONSTELLATION BRANDS INC CL ASTZ20$4,4200.00%
205KLA CORP COM NEWKLAC7$4,4110.00%
206KENVUE INC COMKVUE204$4,3550.00%
207QUALCOMM INC COMQCOM28$4,3010.00%
208REGENERON PHARMACEUTICALS COMREGN6$4,2740.00%
209PFIZER INC COMPFE161$4,2710.00%
210ARCH CAP GROUP LTD ORDG0450A10545$4,1560.00%
211LENNAR CORP CL ALEN-B30$4,0910.00%
212UNITEDHEALTH GROUP INC COMUNH8$4,0470.00%
213SPDR PORTFOLIO S&P 400 MID CAP ETF78464A84770$3,8280.00%
214LULULEMON ATHLETICA INC COMLULU10$3,8240.00%
215NXP SEMICONDUCTORS N V COMNXPI18$3,7410.00%
216THERMO FISHER SCIENTIFIC INC COMTMO7$3,6420.00%
217HONEYWELL INTL INC COM43851610616$3,6140.00%
218SEI INVTS CO COM78411710343$3,5470.00%
219SBA COMMUNICATIONS CORP NEW CL ASBAC17$3,4650.00%
220LIBERTY MEDIA CORP DEL COM LBTY ONE S CFWONB37$3,4280.00%
221VEEVA SYS INC CL A COMVEEV16$3,3640.00%
222FACTSET RESH SYS INC COM3030751057$3,3620.00%
223ELEVANCE HEALTH INC COMELV9$3,3200.00%
224EXPEDITORS INTL WASH INC COM30213010929$3,2120.00%
225ARES MANAGEMENT CORPORATION CL A COM STKARES-PB18$3,1870.00%
226MARTIN MARIETTA MATLS INC COM5732841066$3,0990.00%
227BLOCK INC CL ABSQKZ36$3,0600.00%
228NOVARTIS AG SPONSORED ADRNVSEF30$2,9190.00%
229ILLUMINA INC COMILMN21$2,8060.00%
230CLOUDFLARE INC CL A COMNET25$2,6920.00%
231YUM BRANDS INC COMYUM20$2,6830.00%
232WORKDAY INC CL AWDAY10$2,5800.00%
233BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS11300410547$2,5470.00%
234HYATT HOTELS CORP COM CL AH16$2,5120.00%
235PNC FINL SVCS GROUP INC COM69347510513$2,5070.00%
236CCC INTELLIGENT SOLUTIONS HLD COMCCC196$2,2990.00%
237MICROCHIP TECHNOLOGY INC. COMMCHPP40$2,2940.00%
238VERISIGN INC COMVRSN11$2,2770.00%
239WASTE CONNECTIONS INC COMWCN13$2,2310.00%
240VAIL RESORTS INC COMMTN11$2,0620.00%
241GRAYSCALE BITCOIN MINI TRUST ETF38993020747$1,9680.00%
242MOODYS CORP COMMCO4$1,8930.00%
243DIGITALOCEAN HLDGS INC COMDOCN50$1,7040.00%
244MERCADOLIBRE INC COMMELI1$1,7000.00%
245DEERE & CO COMDE4$1,6950.00%
246VANGUARD VALUE ETF92290874410$1,6930.00%
247IDEXX LABS INC COM45168D1044$1,6540.00%
248UPSTART HLDGS INC COMUPST25$1,5390.00%
249WIX COM LTD SHSWIX7$1,5020.00%
250AMETEK INC COMAME8$1,4420.00%
251ROSS STORES INC COMROST9$1,3610.00%
252HALLIBURTON CO COMHAL50$1,3600.00%
253BERKLEY W R CORP COMWRB-PH21$1,2290.00%
254LUMEN TECHNOLOGIES INC COMLUMN224$1,1890.00%
255BROOKFIELD RENEWABLE CORP CL A EX SUB VTGBEPC42$1,1620.00%
256GALLAGHER ARTHUR J & CO COM3635761094$1,1350.00%
257WATERS CORP COM9418481033$1,1130.00%
258YUM CHINA HLDGS INC COMYUMC23$1,1080.00%
259ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY13$1,1020.00%
260SUMMIT MATLS INC CL A86614U10021$1,0630.00%
261SHERWIN WILLIAMS CO COMSHW3$1,0200.00%
262ANSYS INC COM03662Q1053$1,0120.00%
263UNDER ARMOUR INC CL AUA120$9940.00%
264PERIMETER SOLUTIONS INC COMMON STOCKPRM75$9590.00%
265SPOTIFY TECHNOLOGY S A SHSSPOT2$8950.00%
266UNDER ARMOUR INC CL CUA120$8950.00%
267LIBERTY MEDIA CORP DEL COM LBTY ONE S AFWONB10$8400.00%
268ZOOM COMMUNICATIONS INC CL AZM10$8160.00%
269DOCUSIGN INC COMDOCU9$8090.00%
270AGILENT TECHNOLOGIES INC COMA6$8060.00%
271UNITED STATES STL CORP NEW COMUNTCW23$7820.00%
272OKTA INC CL AOKTA8$6300.00%
273VERALTO CORP COM SHSVLTO6$6110.00%
274ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428863811$5670.00%
275GOLD FIELDS LTD SPONSORED ADRGFIOF40$5280.00%
276RUMBLE INC COM CL ARUMBW40$5200.00%
277MODERNA INC COMMRNA12$4990.00%
278LEMONADE INC COMLMND13$4770.00%
279LUCID GROUP INC COMLCID150$4530.00%
280SOLAREDGE TECHNOLOGIES INC COMSEDG32$4350.00%
281WAYFAIR INC CL AW8$3550.00%
282GRACO INC COMGGG4$3370.00%
283FULGENT GENETICS INC COMFLGT18$3320.00%
284APPIAN CORP CL AAPPN10$3300.00%
285FIVERR INTL LTD ORD SHSM4R82T10610$3170.00%
286CADRENAL THERAPEUTICS INC COM NEWCVKD20$2900.00%
287TJX COS INC NEW COM8725401092$2420.00%
288COGNEX CORP COMCGNX6$2150.00%
289HERSHEY CO COMHSY1$1690.00%
290BIOMX INC COM NEWPHGE159$1160.00%
291NRX PHARMACEUTICALS INC COM NEWNRXPW50$1100.00%
292INTEL CORP COMINTC5$1000.00%
293CARISMA THERAPEUTICS INC COMCARM150$630.00%
294GRAIL INC COMGRAL3$540.00%
295FUBOTV INC COMFUBO42$530.00%
296SONNET BIOTHERAPEUTC HLDNG INC COM NEW83548R40232$470.00%
297OCCIDENTAL PETE CORP WT EXP 0803276745991621$280.00%
298NCR VOYIX CORPORATION COMNCRRP2$280.00%
299FIRST TRUST WATER ETF33733B1000$00.00%