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

Carrera Capital Advisors

Quarter ended Q4 2024 · Filed February 6, 2025 · Accession 0002035329-25-000001

Total Value
$427.2M
Positions
137
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (137)

#IssuerTicker / CUSIPSharesValue% of Filing
1BONDBLOXX ETF TRUST09789C7882,243,110$113.0M26.45%
2SPDR SER TR78468R663397,318$36.3M8.50%
3ISHARES TR46429B697332,458$29.5M6.91%
4PIMCO ETF TR72201R882281,111$19.5M4.57%
5ISHARES SILVER TRSLV421,642$11.1M2.60%
6ISHARES U S ETF TR46431W853353,160$8.9M2.09%
7ISHARES TR46428765539,621$8.8M2.05%
8ISHARES TR464287184215,446$6.6M1.54%
9ISHARES TR464287390308,813$6.5M1.51%
10SPDR SER TR78468R52364,107$6.4M1.49%
11ISHARES INC46434G780288,511$6.3M1.48%
12ISHARES INC46434G814241,982$5.9M1.39%
13ISHARES INC464286780133,974$5.6M1.31%
14ISHARES TR4642872008,423$5.0M1.16%
15VANECK ETF TRUST92189F791107,579$4.6M1.08%
16ISHARES TR46432F84262,473$4.4M1.03%
17FIRST TR EXCHANGE TRAD FD VI33739H101170,045$4.1M0.95%
18SEMPRASREA45,893$4.0M0.95%
19AMAZON COM INCAMZN17,870$3.9M0.92%
20HONEYWELL INTL INC43851610616,146$3.6M0.85%
21KT CORPKT216,437$3.4M0.79%
22VANGUARD INDEX FDS92290862912,555$3.3M0.78%
23COLGATE PALMOLIVE COCL35,787$3.3M0.76%
24GILEAD SCIENCES INCGILD33,400$3.1M0.72%
25BANCO SANTANDER S.A.BCDRF675,280$3.1M0.72%
26APPLE INCAAPL12,081$3.0M0.71%
27VANGUARD BD INDEX FDS92193783541,435$3.0M0.70%
28COCA COLA COKO47,759$3.0M0.70%
29BAKER HUGHES COMPANYBKR71,550$2.9M0.69%
30SONY GROUP CORPSNEJF137,012$2.9M0.68%
31CLOROX CO DELCLX17,570$2.9M0.67%
32STRYKER CORPORATIONSYK7,584$2.7M0.64%
33AVALONBAY CMNTYS INCAWX12,231$2.7M0.63%
34PUBLIC STORAGE OPER COPSA-PS8,861$2.7M0.62%
35UNIVERSAL HLTH SVCS INC91390310014,308$2.6M0.60%
36ISHARES TR46428780421,053$2.4M0.57%
37MICROSOFT CORPMSFT5,684$2.4M0.56%
38SCHWAB STRATEGIC TR80852475571,177$2.4M0.55%
39SCHWAB STRATEGIC TR808524805119,980$2.2M0.52%
40HEALTHEQUITY INCHQY22,611$2.2M0.51%
41TESLA INCTSLA5,218$2.1M0.49%
42MEDTRONIC PLCMDT26,047$2.1M0.49%
43ISHARES TR46429B40879,216$2.0M0.46%
44ISHARES TR46429B309102,189$1.9M0.44%
45DIAMONDROCK HOSPITALITY CODRH202,493$1.9M0.44%
46ABRDN PLATINUM ETF TRUSTPPLT22,265$1.8M0.43%
47ISHARES TR46428750729,363$1.8M0.43%
48ISHARES TR4642876225,627$1.8M0.42%
49URBAN EDGE PPTYS91704F10481,258$1.7M0.41%
50ISHARES INC46434G10333,415$1.7M0.41%
51GLOBAL X FDS37954Y87162,793$1.7M0.40%
52SUNSTONE HOTEL INVS INC NEW867892101140,842$1.7M0.39%
53SYSCO CORPSYY21,481$1.6M0.38%
54PHILIP MORRIS INTL INC71817210912,608$1.5M0.36%
55SPDR SER TR78468R55611,279$1.5M0.35%
56INVESCO EXCHANGE TRADED FD TIVZ8,167$1.4M0.33%
57EQT CORPEQT30,708$1.4M0.33%
58COMSTOCK RES INCLODE76,119$1.4M0.32%
59PARK HOTELS & RESORTS INCPK83,197$1.2M0.29%
60UWM HOLDINGS CORPORATIONUWMC201,374$1.2M0.28%
61INVESCO LTDIVZ68,712$1.2M0.28%
62VANGUARD MUN BD FDS92290774623,529$1.2M0.28%
63TTM TECHNOLOGIES INCTTMI46,555$1.2M0.27%
64JPMORGAN CHASE & CO.VYLD4,786$1.1M0.27%
65DNOW INCDNOW87,981$1.1M0.27%
66EXELIXIS INCEXEL34,234$1.1M0.27%
67AFFILIATED MANAGERS GROUP INMGRE5,947$1.1M0.26%
68DOCUSIGN INCDOCU12,165$1.1M0.26%
69TURTLE BEACH CORPTBCH61,069$1.1M0.25%
70MANNKIND CORPMNKD159,165$1.0M0.24%
71ISHARES TR46428722610,522$1.0M0.24%
72ROBLOX CORPRBLX17,488$1.0M0.24%
73ISHARES INC46428660821,274$1.0M0.24%
74ADVISORSHARES TR00768Y453263,199$1.0M0.23%
75MADRIGAL PHARMACEUTICALS INCMDGL3,243$1.0M0.23%
76SPDR S&P MIDCAP 400 ETF TRMDY1,637$935,9380.22%
77ADECOAGRO S AAGRO94,035$886,7520.21%
78VANGUARD INDEX FDS9229083631,612$868,5620.20%
79PEABODY ENERGY CORPBTU41,083$860,2760.20%
80NVIDIA CORPORATIONNVDA6,133$823,5950.19%
81VANGUARD INTL EQUITY INDEX F92204285818,521$815,6520.19%
82ALPHABET INCGOOG4,287$811,5190.19%
83VANGUARD TAX-MANAGED FDS92194385816,762$801,5380.19%
84ISHARES TR4642871505,903$759,2370.18%
85COSTCO WHSL CORP NEW22160K105818$749,2990.18%
86ISHARES TR46432F3887,034$742,9030.17%
87VANGUARD INDEX FDS9229085538,229$733,0270.17%
88SPDR S&P 500 ETF TRSPY1,242$730,2860.17%
89BERKSHIRE HATHAWAY INC DELBRK-A1$680,9200.16%
90WELLS FARGO CO NEW9497461019,360$657,4560.15%
91STARBUCKS CORPSBUX6,522$595,1770.14%
92META PLATFORMS INCMETA978$572,8200.13%
93INVESCO QQQ TRIVZ1,115$569,9930.13%
94SCHWAB STRATEGIC TR80852484725,082$528,2210.12%
95FISERV INCFISV2,550$523,8210.12%
96ISHARES TR46436E86621,957$512,0480.12%
97VISA INCV1,525$481,9730.11%
98FIFTH THIRD BANCORPFITBM11,012$469,6600.11%
99CHECK POINT SOFTWARE TECH LTM224651042,452$457,7880.11%
100CATERPILLAR INCCAT1,238$449,0710.11%
101SCHWAB STRATEGIC TR80852479715,685$428,5250.10%
102ISHARES TR4642872424,006$428,0130.10%
103KINDER MORGAN INC DELEP-PC15,534$425,6280.10%
104BERKSHIRE HATHAWAY INC DELBRK-A875$396,6200.09%
105ISHARES TR4642874404,230$391,0520.09%
106EXXON MOBIL CORPXOM3,515$378,0830.09%
107CONOCOPHILLIPSCOP3,784$375,2230.09%
108CHEVRON CORP NEWCVX2,533$366,8360.09%
109THERMO FISHER SCIENTIFIC INCTMO661$344,3020.08%
110CMS ENERGY CORPCMS-PC5,074$338,1820.08%
111RBB FD INC74933W6015,592$336,1770.08%
112ISHARES TR4642874654,436$335,3910.08%
113INVESCO EXCHANGE TRADED FD TIVZ3,200$325,5840.08%
114ELEVANCE HEALTH INCELV838$309,0430.07%
115ORACLE CORPORCL-PD1,835$305,8020.07%
116VANGUARD INTL EQUITY INDEX F9220428744,667$296,2190.07%
117ISHARES TR4642888105,030$293,4890.07%
118ELI LILLY & COLLY376$289,9890.07%
119PROCTER AND GAMBLE CO7427181091,713$287,2330.07%
120MASTERCARD INCORPORATEDMA545$287,1440.07%
121SALESFORCE INCCRM837$280,1900.07%
122UNITEDHEALTH GROUP INCUNH553$279,8090.07%
123FORD MTR CO34537086028,023$277,4300.06%
124ISHARES TR4642881093,296$266,8890.06%
125ISHARES GOLD TRIAU4,878$241,5100.06%
126AT&T INCT-PC10,568$240,6290.06%
127TEXAS INSTRS INC8825081041,239$232,4170.05%
128VANGUARD WORLD FD92204A702349$217,2820.05%
129ABBVIE INCABBV1,195$212,4100.05%
130GOLDMAN SACHS GROUP INCGSCE368$210,9780.05%
131BOSTON SCIENTIFIC CORPBSX2,359$210,7060.05%
132RTX CORPORATIONRTX1,776$205,5390.05%
133BANK AMERICA CORP0605051044,631$203,5450.05%
134ENEL CHILE S.A.ENIC16,696$48,0840.01%
135TELEFONICA S ATELFY10,946$47,4050.01%
136GERDAU SAGGB13,998$40,3140.01%
137B2GOLD CORPBTG15,921$38,8470.01%