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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 Q2 2025 · Filed July 22, 2025 · Accession 0001437749-25-023179

Total Value
$202.7M
Positions
270
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD LONG-TERM BOND ETF921937793353,977$24.6M12.15%
2SCHWAB US TIPS ETF808524870754,878$20.1M9.94%
3MOSAIC CO NEW COMMOS247,647$9.0M4.46%
4DELL TECHNOLOGIES INC CL CDELL72,344$8.9M4.38%
5FASTENAL CO COMFAST202,337$8.5M4.19%
6DICKS SPORTING GOODS INC COM25339310237,388$7.4M3.65%
7ABBVIE INC COMABBV38,887$7.2M3.56%
8GUESS INC COM401617105566,537$6.8M3.38%
9AMDOCS LTD SHSDOX72,514$6.6M3.26%
10ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464289511126,888$6.4M3.14%
11VERIZON COMMUNICATIONS INC COMVZ143,987$6.2M3.07%
12INVESCO BULLETSHARES 2033 CORPORATE BOND ETFIVZ269,565$5.7M2.82%
13CITY HLDG CO COMCHCO46,209$5.7M2.79%
14FORD MTR CO COM345370860491,362$5.3M2.63%
15SCHWAB U.S. LARGE-CAP ETF808524201206,159$5.0M2.49%
16SCHWAB U.S. SMALL-CAP ETF808524607189,532$4.8M2.37%
17MOLSON COORS BEVERAGE CO CL BTAP-A97,039$4.7M2.30%
18BLOOMIN BRANDS INC COMBLMN538,470$4.6M2.29%
19INFOSYS LTD SPONSORED ADRINFY224,999$4.2M2.06%
20SCHWAB U.S. MID-CAP ETF808524508143,819$4.0M1.99%
21EMPLOYERS HLDGS INC COMEIG73,309$3.5M1.71%
22SCHWAB INTERNATIONAL EQUITY ETF808524805152,404$3.4M1.66%
23CONAGRA BRANDS INC COMCAG140,254$2.9M1.42%
24CENCORA INC COMCOR5,180$1.6M0.77%
25EQUITABLE HLDGS INC COMEQH-PC26,653$1.5M0.74%
26CARDINAL HEALTH INC COMCAH8,849$1.5M0.73%
27AUTODESK INC COMADSK4,433$1.4M0.68%
28HILTON WORLDWIDE HLDGS INC COMHLT4,969$1.3M0.65%
29VERISK ANALYTICS INC COMVRSK4,149$1.3M0.64%
30GODADDY INC CL AGDDY7,175$1.3M0.64%
31MANHATTAN ASSOCIATES INC COMMANH6,262$1.2M0.61%
32MASTERCARD INCORPORATED CL AMA2,198$1.2M0.61%
33APPLE INC COMAAPL5,874$1.2M0.59%
34SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF80852488827,771$1.2M0.58%
35OTIS WORLDWIDE CORP COMOTIS11,666$1.2M0.57%
36BOOKING HOLDINGS INC COMBKNG196$1.1M0.56%
37SCHWAB EMERGING MARKETS EQUITY ETF80852470636,469$1.1M0.54%
38AUTOZONE INC COMAZO288$1.1M0.53%
39LENNOX INTL INC COM5261071071,820$1.0M0.51%
40MOTOROLA SOLUTIONS INC COM NEWMSI2,464$1.0M0.51%
41ELI LILLY & CO COMLLY1,312$1.0M0.50%
42NU HLDGS LTD ORD SHS CL ANU74,405$1.0M0.50%
43NOVO-NORDISK A S ADRNONOF14,344$990,0230.49%
44SCHWAB LONG-TERM U.S. TREASURY ETF80852468029,497$940,6590.46%
45BELLRING BRANDS INC COMMON STOCKBRBR15,887$920,3340.45%
46ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR6,119$845,3400.42%
47CLOROX CO DEL COMCLX6,777$813,7140.40%
48BNY MELLON CORE BOND ETF09661T60215,755$664,5460.33%
49SPDR PORTFOLIO HIGH YIELD BOND ETF78468R60621,413$509,6290.25%
50MARKEL GROUP INC COMMKL230$459,3930.23%
51VANGUARD FTSE DEVELOPED MARKETS ETF9219438586,740$384,2290.19%
52BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A775$376,4720.19%
53TESLA INC COMTSLA1,093$347,2020.17%
54SCHWAB U.S. BROAD MARKET ETF80852410213,303$317,0030.16%
55INVESCO BULLETSHARES 2035 CORPORATE BOND ETFIVZ15,164$310,7860.15%
56VANGUARD S&P 500 ETF922908363513$291,3990.14%
57AMAZON COM INC COMAMZN1,056$231,6760.11%
58WALMART INC COMWMT2,229$217,9520.11%
59AON PLC SHS CL AAON557$198,7150.10%
60VANGUARD ESG U.S. STOCK ETF9219107331,418$155,4700.08%
61NVIDIA CORPORATION COMNVDA941$148,6690.07%
62SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE1,006$145,1960.07%
63MERCK & CO INC COMMRK1,774$140,4300.07%
64ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U6633,344$138,2080.07%
65NETFLIX INC COMNFLX97$129,8960.06%
66COSTCO WHSL CORP NEW COM22160K105122$120,7730.06%
67COCA COLA CO COMKO1,659$117,3740.06%
68PALANTIR TECHNOLOGIES INC CL APLTR822$112,0550.06%
69GILEAD SCIENCES INC COMGILD979$108,5420.05%
70BNY MELLON US LARGE CAP CORE EQUITY ETF09661T107894$105,8760.05%
71TAPESTRY INC COMTPR1,205$105,8110.05%
72HOWMET AEROSPACE INC COMHWM566$105,3500.05%
73ALTRIA GROUP INC COMMO1,771$103,8340.05%
74CISCO SYS INC COMCSCO1,490$103,3760.05%
75PHILIP MORRIS INTL INC COM718172109546$99,4430.05%
76PROGRESSIVE CORP COM743315103364$97,1370.05%
77QUALCOMM INC COMQCOM596$94,9190.05%
78FORTINET INC COMFTNT882$93,2450.05%
79MICROSOFT CORP COMMSFT183$91,0260.04%
80HOME DEPOT INC COMHD234$85,7940.04%
81PROCTER AND GAMBLE CO COM742718109512$81,5720.04%
82US FOODS HLDG CORP COMUSFD1,000$77,0100.04%
83RPC INC COMRES16,066$75,9920.04%
84IRIDIUM COMMUNICATIONS INC COMIRDM2,515$75,8780.04%
85PUBLIC SVC ENTERPRISE GRP INC COM744573106900$75,7620.04%
86INTERPARFUMS INC COMINTR575$75,5030.04%
87VANGUARD INFORMATION TECHNOLOGY ETF92204A702113$74,9510.04%
88AMGEN INC COMAMGN264$73,7110.04%
893M CO COMMMM484$73,6840.04%
90PEPSICO INC COMPEP487$64,3030.03%
91VANGUARD MID-CAP VALUE ETF922908512390$64,1390.03%
92XTRACKERS S&P 500 SCORED & SCREENED ETF2330511431,023$56,5720.03%
93FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUNDFLEX281$52,7260.03%
94SCHWAB CHARLES CORP COMSCHW-PJ565$51,5510.03%
95TARGET CORP COMTGT490$48,3390.02%
96META PLATFORMS INC CL AMETA60$44,2850.02%
97ALPHABET INC CAP STK CL CGOOG247$43,8150.02%
98TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529DJTWW3,835$43,7960.02%
99INTERNATIONAL BUSINESS MACHS COMINTR148$43,6270.02%
100JPMORGAN CHASE & CO. COMVYLD149$43,1970.02%
101DISNEY WALT CO COM254687106328$40,6960.02%
102NUCOR CORP COMNUE289$37,4370.02%
103LOWES COS INC COM548661107166$36,8300.02%
104EVERGY INC COMEVRG478$32,9490.02%
105FIDELITY ENHANCED SMALL CAP ETF31609A206965$30,8700.02%
106CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y308369$29,8780.01%
107SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF8085246721,086$29,7020.01%
108ALPHABET INC CAP STK CL AGOOG160$28,1970.01%
109ACCENTURE PLC IRELAND SHS CLASS AACN94$28,0960.01%
110HUMANKIND US STOCK ETF444869101863$28,0630.01%
111ORACLE CORP COMORCL-PD127$27,7660.01%
112INVESCO S&P GLOBAL WATER INDEX ETFIVZ431$26,9380.01%
113WASTE MGMT INC DEL COM94106L109115$26,3140.01%
114PRUDENTIAL FINL INC COMPUKPF235$25,2480.01%
115VISA INC COM CL AV71$25,2090.01%
116TWILIO INC CL ATWLO178$22,1360.01%
117ISHARES GLOBAL CLEAN ENERGY ETF4642882241,671$21,9070.01%
118STARBUCKS CORP COMSBUX230$21,0750.01%
119OPENLANE INC COMOPLN838$20,4890.01%
120GRAYSCALE BITCOIN TRUST ETFGBTC235$19,9350.01%
121TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF210322756430$19,2330.01%
122RTX CORPORATION COMRTX131$19,1290.01%
123HOLOGIC INC COMHOLX285$18,5710.01%
124GENERAL DYNAMICS CORP COMGD63$18,3750.01%
125LOEWS CORP COML195$17,8740.01%
126KKR & CO INC COMKKRT134$17,8260.01%
127UNITED AIRLS HLDGS INC COMUNTCW222$17,6780.01%
128NIKE INC CL BNKE240$17,0500.01%
129UNION PAC CORP COMUNP71$16,3360.01%
130WISDOMTREE CLOUD COMPUTING FUNDWT442$15,9740.01%
131HEICO CORP NEW CL AHEI-A61$15,7840.01%
132BROOKFIELD CORP CL A LTD VT SH11271J107237$14,6580.01%
133POST HLDGS INC COMPOST131$14,2830.01%
134AMERICAN EXPRESS CO COMAXP44$14,0350.01%
135SCHWAB U.S. LARGE-CAP VALUE ETF808524409492$13,6140.01%
136RENAISSANCERE HLDGS LTD COMRNR-PG54$13,1170.01%
137ADVANCED MICRO DEVICES INC COMAMD90$12,7710.01%
138FRESH DEL MONTE PRODUCE INC ORDFDP379$12,2870.01%
139OREILLY AUTOMOTIVE INC COM67103H107135$12,1680.01%
140TRANSDIGM GROUP INC COMTDG8$12,1650.01%
141MCDONALDS CORP COMMCD41$11,9790.01%
142PROFOUND MED CORP COM NEWPROF2,000$11,8000.01%
143MCKESSON CORP COMMCK15$10,9920.01%
144GENERAL MLS INC COM370334104211$10,9320.01%
145NORTHROP GRUMMAN CORP COMNOC20$10,0000.00%
146CUMMINS INC COMCMI30$9,8250.00%
147COPART INC COMCPRT198$9,7160.00%
148BROWN & BROWN INC COMBRO84$9,3130.00%
149LOCKHEED MARTIN CORP COMLMT20$9,2630.00%
150WELLS FARGO CO NEW COM949746101113$9,0540.00%
151BWX TECHNOLOGIES INC COMBWXT62$8,9320.00%
152THE CIGNA GROUP COM12552310027$8,9260.00%
153MORGAN STANLEY COM NEWMS-PQ58$8,1700.00%
154SHOPIFY INC CL A SUB VTG SHSSHOP69$7,9590.00%
155SALESFORCE INC COMCRM29$7,9080.00%
156COSTAR GROUP INC COMCSGP98$7,8790.00%
157MONSTER BEVERAGE CORP NEW COMMNST122$7,6420.00%
158VULCAN MATLS CO COM92916010929$7,5640.00%
159SOUTHERN CO COMSOMN81$7,4380.00%
160DUKE ENERGY CORP NEW COM NEWDUKB63$7,4340.00%
161ANALOG DEVICES INC COMADI31$7,3790.00%
162ROPER TECHNOLOGIES INC COMROP13$7,3690.00%
163CONOCOPHILLIPS COMCOP81$7,2690.00%
164TEXAS INSTRS INC COM88250810435$7,2670.00%
165LIVE NATION ENTERTAINMENT INC COMLYV48$7,2610.00%
166ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF100$6,8720.00%
167COLGATE PALMOLIVE CO COMCL74$6,7270.00%
168VERTEX PHARMACEUTICALS INC COMVRTX15$6,6780.00%
169NASDAQ INC COMNDAQ74$6,6170.00%
170ABBOTT LABS COMABLZF48$6,5280.00%
171EXELON CORP COMEXC150$6,5130.00%
172CBRE GROUP INC CL ACBRE46$6,4460.00%
173KLA CORP COM NEWKLAC7$6,2700.00%
174EATON CORP PLC SHSETN17$6,0690.00%
175CARMAX INC COMKMX89$5,9820.00%
176TYLER TECHNOLOGIES INC COMTYL10$5,9280.00%
177CHUBB LIMITED COMCB20$5,7940.00%
178CITIGROUP INC COM NEWC-PR67$5,7030.00%
179PACCAR INC COMPCAR58$5,5130.00%
180FAIR ISAAC CORP COMFICO3$5,4840.00%
181MARSH & MCLENNAN COS INC COM57174810225$5,4660.00%
182MARRIOTT INTL INC NEW CL A57190320220$5,4640.00%
183THE TRADE DESK INC COM CL A88339J10575$5,3990.00%
184IQVIA HLDGS INC COMIQV33$5,2000.00%
185UNITED PARCEL SERVICE INC CL BUPS50$5,0470.00%
186DOMINION ENERGY INC COMD88$4,9740.00%
187DOMINOS PIZZA INC COMDPZ11$4,9570.00%
188INTUITIVE SURGICAL INC COM NEWISRG9$4,8910.00%
189MSCI INC COMMSCI8$4,6140.00%
190VEEVA SYS INC CL A COMVEEV16$4,6080.00%
191BJS WHSL CLUB HLDGS INC COM05550J10142$4,5290.00%
192ILLINOIS TOOL WKS INC COM45230810918$4,4510.00%
193GARTNER INC COMIT11$4,4460.00%
194ARCH CAP GROUP LTD ORDG0450A10545$4,0970.00%
195SBA COMMUNICATIONS CORP NEW CL ASBAC17$3,9920.00%
196NXP SEMICONDUCTORS N V COMNXPI18$3,9330.00%
197LIBERTY MEDIA CORP DEL COM LBTY ONE S CFWONB37$3,8670.00%
198SEI INVTS CO COM78411710343$3,8640.00%
199SPDR PORTFOLIO S&P 400 MID CAP ETF78464A84770$3,8070.00%
200HONEYWELL INTL INC COM43851610616$3,7260.00%
201NOVARTIS AG SPONSORED ADRNVSEF30$3,6300.00%
202ELEVANCE HEALTH INC COMELV9$3,5010.00%
203LENNAR CORP CL ALEN-B30$3,3180.00%
204EXPEDITORS INTL WASH INC COM30213010929$3,3130.00%
205MARTIN MARIETTA MATLS INC COM5732841066$3,2940.00%
206CONSTELLATION BRANDS INC CL ASTZ20$3,2540.00%
207VERISIGN INC COMVRSN11$3,1770.00%
208REGENERON PHARMACEUTICALS COMREGN6$3,1500.00%
209FACTSET RESH SYS INC COM3030751057$3,1310.00%
210ARES MANAGEMENT CORPORATION CL A COM STKARES-PB18$3,1180.00%
211BROADCOM INC COMAVGO11$3,0320.00%
212YUM BRANDS INC COMYUM20$2,9640.00%
213THERMO FISHER SCIENTIFIC INC COMTMO7$2,8380.00%
214MICROCHIP TECHNOLOGY INC. COMMCHPP40$2,8150.00%
215UNITEDHEALTH GROUP INC COMUNH8$2,4960.00%
216BLOCK INC CL ABSQKZ36$2,4450.00%
217PNC FINL SVCS GROUP INC COM69347510513$2,4230.00%
218WORKDAY INC CL AWDAY10$2,4000.00%
219LULULEMON ATHLETICA INC COMLULU10$2,3760.00%
220GRAYSCALE BITCOIN MINI TRUST ETF38993020747$2,2440.00%
221HYATT HOTELS CORP COM CL AH16$2,2340.00%
222PROSHARES BITCOIN ETF74347G440103$2,2150.00%
223IDEXX LABS INC COM45168D1044$2,1450.00%
224DEERE & CO COMDE4$2,0340.00%
225MOODYS CORP COMMCO4$2,0060.00%
226ILLUMINA INC COMILMN21$2,0040.00%
227VANGUARD VALUE ETF92290874410$1,7670.00%
228BERKLEY W R CORP COMWRB-PH21$1,5430.00%
229SPOTIFY TECHNOLOGY S A SHSSPOT2$1,5350.00%
230ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY13$1,4740.00%
231DARDEN RESTAURANTS INC COMDRI6$1,2810.00%
232GALLAGHER ARTHUR J & CO COM3635761094$1,2800.00%
233ROSS STORES INC COMROST9$1,1480.00%
234WIX COM LTD SHSWIX7$1,1090.00%
235GRAYSCALE ETHEREUM TRUST ETF38963810753$1,1060.00%
236ANSYS INC COM03662Q1053$1,0540.00%
237WATERS CORP COM9418481033$1,0470.00%
238PERIMETER SOLUTIONS INC COMMON STOCKPRM75$1,0440.00%
239SHERWIN WILLIAMS CO COMSHW3$1,0300.00%
240YUM CHINA HLDGS INC COMYUMC23$1,0280.00%
241HALLIBURTON CO COMHAL50$1,0190.00%
242LIBERTY MEDIA CORP DEL COM LBTY ONE S AFWONB10$9500.00%
243GOLD FIELDS LTD SPONSORED ADRGFIOF40$9470.00%
244SHUTTERSTOCK INC COMSSTK49$9290.00%
245UNDER ARMOUR INC CL AUA120$8200.00%
246UNDER ARMOUR INC CL CUA120$7790.00%
247TECK RESOURCES LTD CL BTCKRF19$7670.00%
248PAYPAL HLDGS INC COMPYPL10$7430.00%
249SOLAREDGE TECHNOLOGIES INC COMSEDG32$6530.00%
250ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428863811$5860.00%
251ISHARES BITCOIN TRUST ETFIBIT8$4900.00%
252FIDELITY WISE ORIGIN BITCOIN FUNDFBTC5$4700.00%
253MILLROSE PPTYS INC COM CL A60113710215$4280.00%
254TECNOGLASS INC ORD SHSTGLS5$3870.00%
255RUMBLE INC COM CL ARUMBW40$3590.00%
256TJX COS INC NEW COM8725401092$2470.00%
257CADRENAL THERAPEUTICS INC COM NEWCVKD20$2410.00%
258UNITED MICROELECTRONICS CORP SPON ADR NEWUMC30$2300.00%
259HERSHEY CO COMHSY1$1660.00%
260NRX PHARMACEUTICALS INC COM NEWNRXPW50$1630.00%
261FUBOTV INC COMFUBO42$1620.00%
262GRAYSCALE ETHEREUM MINI TRUST ETF38964R2035$1190.00%
263INTEL CORP COMINTC5$1120.00%
264BERRY CORP COM08579X10133$900.00%
265BIOMX INC COM NEWPHGE159$720.00%
266CARISMA THERAPEUTICS INC COMCARM150$590.00%
267CRISPR THERAPEUTICS AG NAMEN AKTCRSP1$490.00%
268SONNET BIOTHERAPEUTC HLDNG INC COM NEW83548R40232$400.00%
269OCCIDENTAL PETE CORP WT EXP 0803276745991621$210.00%
270JET AI INC COM NEWJTAI1$40.00%