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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

SHUFRO ROSE & CO LLC

Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0000908195-24-000005

Total Value
$1.23B
Positions
313
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (313)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46435UAA95,452,691$129.4M10.50%
2ETF SER SOLUTIONS26922A321998,174$51.3M4.16%
3MICROSOFT CORPMSFT114,190$51.0M4.14%
4ELI LILLY & COLLY47,751$43.2M3.51%
5APPLE INCAAPL192,155$40.5M3.28%
6CORNING INCGLW964,131$37.5M3.04%
7VANGUARD BD INDEX FDS921937835480,587$34.6M2.81%
8SPROTT PHYSICAL GOLD & SILVESII1,569,852$34.6M2.81%
9ISHARES TR46435GAA01,413,175$33.7M2.73%
10THERMO FISHER SCIENTIFIC INCTMO59,705$33.0M2.68%
11QUALCOMM INCQCOM151,888$30.3M2.46%
12INVESCO EXCHANGE TRADED FD TIVZ175,214$28.8M2.34%
13AVERY DENNISON CORPAVY119,261$26.1M2.12%
14BERKSHIRE HATHAWAY INC DELBRK-A63,735$25.9M2.10%
15FS KKR CAP CORPFSK1,286,116$25.4M2.06%
16TEXAS INSTRS INC882508104130,133$25.3M2.05%
17JPMORGAN CHASE & CO.VYLD124,304$25.1M2.04%
18JOHNSON CTLS INTL PLCG51502105344,279$22.9M1.86%
19INVESCO EXCH TRD SLF IDX FDIVZ1,186,240$22.7M1.85%
20ISHARES TR46428720033,823$18.5M1.50%
21MODERNA INCMRNA146,896$17.4M1.42%
22AMAZON COM INCAMZN83,264$16.1M1.31%
23SPDR SER TR78468R663153,296$14.1M1.14%
24SALESFORCE INCCRM52,729$13.6M1.10%
25SPDR GOLD TRGLD62,744$13.5M1.09%
26AMGEN INCAMGN41,736$13.0M1.06%
27OPENLANE INCOPLN774,825$12.9M1.04%
28INTERNATIONAL BUSINESS MACHSINTR73,312$12.7M1.03%
29BORGWARNER INCBWA367,951$11.9M0.96%
30COHERENT CORPCOHR152,718$11.1M0.90%
31ISHARES TR46432F33964,062$10.9M0.89%
32INVESCO EXCH TRD SLF IDX FDIVZ528,840$10.8M0.88%
33LENNAR CORPLEN-B65,932$9.9M0.80%
34ISHARES TR464288646163,266$8.4M0.68%
35WALKER & DUNLOP INCWD81,579$8.0M0.65%
36VANGUARD SCOTTSDALE FDS92206C40996,981$7.5M0.61%
37VANGUARD INDEX FDS92290861140,447$7.4M0.60%
38EXXON MOBIL CORPXOM61,159$7.0M0.57%
39AUTOZONE INCAZO2,340$6.9M0.56%
40VANGUARD INDEX FDS92290862927,362$6.6M0.54%
41ISHARES U S ETF TR46431W507126,072$6.3M0.51%
42UNILEVER PLCUNLYF111,131$6.1M0.50%
43CHEVRON CORP NEWCVX35,480$5.5M0.45%
44ILLINOIS TOOL WKS INC45230810922,207$5.3M0.43%
45INVESCO EXCH TRD SLF IDX FDIVZ260,284$5.2M0.42%
46ISHARES TR46432F39626,524$5.2M0.42%
47INTEL CORPINTC164,988$5.1M0.41%
48VANGUARD BD INDEX FDS92193782763,066$4.8M0.39%
49METLIFE INCMET-PF68,350$4.8M0.39%
50PURE STORAGE INC74624M10272,400$4.6M0.38%
51KLA CORPKLAC5,256$4.3M0.35%
52PEPSICO INCPEP26,094$4.3M0.35%
53DISNEY WALT CO25468710642,797$4.2M0.34%
54ECOLAB INCECL17,679$4.2M0.34%
55VANGUARD INDEX FDS92290876915,641$4.2M0.34%
56NVIDIA CORPORATIONNVDA33,861$4.2M0.34%
57JOHNSON & JOHNSONJNJ28,118$4.1M0.33%
58UNITEDHEALTH GROUP INCUNH7,855$4.0M0.32%
59GOLDMAN SACHS ETF TRNVGLF113,015$3.7M0.30%
60NUTRIEN LTDNTR71,475$3.6M0.30%
61ISHARES TR46432F84244,859$3.3M0.26%
62MERCK & CO INCMRK24,811$3.1M0.25%
63INVESCO EXCH TRD SLF IDX FDIVZ152,800$2.8M0.23%
64ISHARES TR46434V44971,234$2.8M0.22%
65SPDR S&P 500 ETF TRSPY5,000$2.7M0.22%
66VANGUARD TAX-MANAGED FDS92194385853,099$2.6M0.21%
67JACOBS SOLUTIONS INCJ18,145$2.5M0.21%
68ISHARES TR46428887746,133$2.4M0.20%
69VANGUARD SCOTTSDALE FDS92206C10241,453$2.4M0.20%
70GOLDMAN SACHS ETF TRNVGLF22,425$2.4M0.19%
71ISHARES TR46428780422,320$2.4M0.19%
72J & J SNACK FOODS CORPJJSF14,000$2.3M0.18%
73ALPHABET INCGOOG12,243$2.2M0.18%
74ENBRIDGE INCENNPF61,407$2.2M0.18%
75SPDR S&P 500 ETF TRSPY4,000$2.2M0.18%
76ALPHABET INCGOOG11,765$2.1M0.17%
77VANGUARD INTL EQUITY INDEX F92204271817,574$2.1M0.17%
78BANK AMERICA CORP06050510451,849$2.1M0.17%
79VANGUARD SCOTTSDALE FDS92206C70634,588$2.0M0.16%
80ISHARES INC46434G10336,224$1.9M0.16%
81NEW YORK TIMES CONYT37,165$1.9M0.15%
82CHENIERE ENERGY INCLNG10,425$1.8M0.15%
83ISHARES TR46429B69721,310$1.8M0.15%
84VANGUARD INTL EQUITY INDEX F92204285840,524$1.8M0.14%
85GENERAL MLS INC37033410427,965$1.8M0.14%
86IAC INCIAC37,700$1.8M0.14%
87ISHARES INC46428668119,437$1.7M0.14%
88MEDTRONIC PLCMDT21,774$1.7M0.14%
89REALTY INCOME CORPO31,500$1.7M0.14%
90AIR LEASE CORPAIIR34,200$1.6M0.13%
91ISHARES TR46428868751,135$1.6M0.13%
92AMERICAN CENTY ETF TR02507280224,444$1.6M0.13%
93CONOCOPHILLIPSCOP13,521$1.5M0.13%
94YUM BRANDS INCYUM11,468$1.5M0.12%
95SHELL PLCRYDAF20,850$1.5M0.12%
96PFIZER INCPFE53,297$1.5M0.12%
97AON PLCAON5,000$1.5M0.12%
98AUTOMATIC DATA PROCESSING INADP6,060$1.4M0.12%
99ISHARES TR46434V45636,979$1.4M0.12%
100UMH PPTYS INC90300210390,250$1.4M0.12%
101EQUINIX INCEQIX1,848$1.4M0.11%
102VANGUARD SCOTTSDALE FDS92206C87017,463$1.4M0.11%
103BUILDERS FIRSTSOURCE INCBLDR9,545$1.3M0.11%
104CISCO SYS INCCSCO27,593$1.3M0.11%
105SYNCHRONY FINANCIALSYF-PB27,500$1.3M0.11%
106MARATHON PETE CORPMARA7,343$1.3M0.10%
107ISHARES TR46434V87825,140$1.3M0.10%
108MERCER INTL INC588056101147,400$1.3M0.10%
109WENDYS CO95058W10071,942$1.2M0.10%
110MANHATTAN BRDG CAP INC562803106216,785$1.1M0.09%
111ISHARES TR4642876484,051$1.1M0.09%
112ISHARES TR46429B68914,505$1.0M0.08%
113XYLEM INCXYL7,312$991,7270.08%
114INVESCO EXCH TRD SLF IDX FDIVZ50,417$969,0150.08%
115INVESCO EXCH TRADED FD TR IIIVZ83,105$959,8630.08%
116GRAINGER W W INC3848021041,050$947,3520.08%
117INVESCO QQQ TRIVZ1,929$924,2040.08%
118VANGUARD INDEX FDS9229087445,757$923,5500.07%
119RTX CORPORATIONRTX9,049$908,4300.07%
120ISHARES TR46436E84141,108$907,4600.07%
121MASTERCARD INCORPORATEDMA2,053$905,7200.07%
122VANGUARD CHARLOTTE FDS92203J40718,083$880,1000.07%
123COHEN & STEERS REIT & PFD &19247X10042,400$863,6880.07%
124KIRBY CORPKEX7,200$862,0560.07%
125BROADCOM INCAVGO527$846,1150.07%
126MOSAIC CO NEWMOS29,200$843,8800.07%
127DEERE & CODE2,246$839,1730.07%
128FIRST TR SR FLTG RATE INCOME33733U10881,600$822,5280.07%
129GLOBAL MED REIT INC37954A20489,350$811,2980.07%
130COHEN & STEERS QUALITY INCOM19247L10669,400$810,5920.07%
131HOME DEPOT INCHD2,297$790,7200.06%
132HEALTHPEAK PROPERTIES INCDOC40,233$788,5670.06%
133CBRE GROUP INCCBRE8,765$781,0500.06%
134SELECT SECTOR SPDR TR81369Y2095,264$767,2280.06%
135APOLLO SR FLOATING RATE FD I03763610752,200$758,9880.06%
136LAM RESEARCH CORPLRCX700$745,3950.06%
137ISHARES TR46436E85832,214$729,8020.06%
138WALMART INCWMT10,707$724,9420.06%
139SENECA FOODS CORP NEWSENEM12,300$706,0200.06%
140TERADYNE INCTER4,735$702,1540.06%
141AFLAC INCAFL7,818$698,2420.06%
142LOCKHEED MARTIN CORPLMT1,477$690,0560.06%
143ELEVANCE HEALTH INCELV1,263$684,3700.06%
144UNION PAC CORPUNP3,002$679,3010.06%
145PROCTER AND GAMBLE CO7427181093,974$655,3930.05%
146INVESCO EXCH TRD SLF IDX FDIVZ28,434$651,4230.05%
147ISHARES TR46429B65512,700$648,8430.05%
148HOWMET AEROSPACE INCHWM8,165$633,8490.05%
149PUBLIC SVC ENTERPRISE GRP IN7445731068,584$632,6410.05%
150ALLIANCEBERNSTEIN GLOBAL HIGAWF60,350$632,4680.05%
151RAND CAP CORPRAND41,394$630,0170.05%
152BLACKROCK FLOATING RATE INCOBLK48,655$629,5960.05%
153AMERICAN EXPRESS COAXP2,705$626,3430.05%
154PERMA-PIPE INTL HLDGS INC71416710370,000$623,0000.05%
155ADOBE INCADBE1,113$618,3170.05%
156BERKSHIRE HATHAWAY INC DELBRK-A1$612,2410.05%
157AT&T INCT-PC31,664$605,1000.05%
158MORGAN STANLEYMS-PQ6,220$604,5220.05%
159ABBVIE INCABBV3,445$590,8870.05%
160WK KELLOGG CO92942W10735,544$585,0550.05%
161VANGUARD SCOTTSDALE FDS92206C77112,729$577,8970.05%
162GLOBAL X FDS37954Y85514,750$572,4480.05%
163BLACKROCK MUNIYIELD N Y QUALBLK54,000$565,3800.05%
164QUEST DIAGNOSTICS INCDGX4,050$554,3640.04%
165VANGUARD ADMIRAL FDS INC9219328446,260$548,1890.04%
166SELECT SECTOR SPDR TR81369Y8032,310$522,5920.04%
167VANECK MERK GOLD TROUNZ23,203$521,1400.04%
168ASML HOLDING N VASMLF507$518,5250.04%
169SPDR S&P 500 ETF TRSPY936$509,3640.04%
170ISHARES TR46428822438,194$508,7450.04%
171VERIZON COMMUNICATIONS INCVZ12,262$505,6850.04%
172CVS HEALTH CORPCVS8,411$496,7540.04%
173INVESCO EXCH TRD SLF IDX FDIVZ21,500$495,8980.04%
174STRYKER CORPORATIONSYK1,451$493,7030.04%
175BROADRIDGE FINL SOLUTIONS IN11133T1032,500$492,5000.04%
176ISHARES TR4642875078,340$488,0570.04%
177ENTERPRISE PRODS PARTNERS L29379210716,515$478,6050.04%
178BOEING COBA-PA2,600$473,2260.04%
179PUTNAM PREMIER INCOME TRPPT131,700$471,4860.04%
180HENRY SCHEIN INCHSIC7,325$469,5330.04%
181VANECK ETF TRUST92189F10613,821$468,9430.04%
182STARBUCKS CORPSBUX5,944$462,7020.04%
183EXPEDIA GROUP INCEXPE3,645$459,2340.04%
184SPDR SER TR78464A8704,917$455,8560.04%
185ISHARES TR4642888108,000$448,3200.04%
186EATON VANCE SR FLTNG RTE TRETN33,700$440,7960.04%
187NORFOLK SOUTHN CORP6558441082,026$434,9620.04%
188MICRON TECHNOLOGY INCMU3,300$434,0490.04%
189VISA INCV1,652$433,6240.04%
190NOVARTIS AGNVSEF4,000$425,8400.03%
191REDWOOD TRUST INCRWTQ65,500$425,0950.03%
192GENERAC HLDGS INCGNRC3,200$423,1040.03%
193WARNER BROS DISCOVERY INCWBD56,354$419,2740.03%
194ANSYS INC03662Q1051,300$417,9500.03%
195US FOODS HLDG CORPUSFD7,860$416,4230.03%
196CSX CORPCSX12,400$414,7800.03%
197INVESCO EXCH TRD SLF IDX FDIVZ19,561$411,9550.03%
198GE AEROSPACE3696043012,587$411,2560.03%
199FERRARI N VRACE1,000$408,3700.03%
200MONTROSE ENVIRONMENTAL GROUPMEG9,031$402,4220.03%
201COCA COLA COKO6,300$400,9950.03%
202ALLSTATE CORPALL-PJ2,470$394,3610.03%
203GARTNER INCIT868$389,7850.03%
204WILLSCOT MOBIL MINI HLDNG COWSC10,281$386,9770.03%
205SELECT SECTOR SPDR TR81369Y3085,035$385,5810.03%
206AMETEK INCAME2,300$383,4330.03%
207CHARTER COMMUNICATIONS INC N16119P1081,279$382,3700.03%
208MARTIN MARIETTA MATLS INC573284106700$379,2600.03%
209SONOCO PRODS CO8354951027,428$376,7230.03%
210BRISTOL-MYERS SQUIBB COCELG-RI9,010$374,1860.03%
211HONEYWELL INTL INC4385161061,724$368,1430.03%
212ISHARES TR4642874733,043$367,4290.03%
213ORACLE CORPORCL-PD2,600$367,1200.03%
214VILLAGE SUPER MKT INC92710740913,800$364,4580.03%
215GALLAGHER ARTHUR J & CO3635761091,400$363,0340.03%
216BLACKROCK LTD DURATION INCOMBLK25,900$361,5640.03%
217PRUDENTIAL FINL INCPUKPF3,069$359,6570.03%
218ISHARES TR4642881583,430$358,5550.03%
2193M COMMM3,485$356,1330.03%
220META PLATFORMS INCMETA703$354,4670.03%
221YUM CHINA HLDGS INCYUMC11,468$353,6740.03%
222SEABOARD CORP DELSE107$338,2000.03%
223UNITED PARCEL SERVICE INCUPS2,465$337,3360.03%
224ABBOTT LABSABLZF3,239$336,5650.03%
225CATERPILLAR INCCAT1,005$334,7660.03%
226VALMONT INDS INC9202531011,200$329,3400.03%
227S&P GLOBAL INCSPGI727$324,2420.03%
228FIDELITY MERRIMACK STR TR3161884086,400$319,4240.03%
229AMERICOLD REALTY TRUST INCCOLD12,500$319,2500.03%
230MCDONALDS CORPMCD1,242$316,5120.03%
231FIRST TR EXCH TRADED FD III33739E10818,200$315,9520.03%
232ISHARES TR464287614864$314,9370.03%
233NEW YORK CMNTY BANCORP INC64944510395,900$308,7980.03%
234REGENERON PHARMACEUTICALSREGN293$307,9520.02%
235NUVEEN NEW YORK QLT MUN INCNU27,000$303,7500.02%
236IMMUCELL CORPICCC62,408$302,6790.02%
237TRANE TECHNOLOGIES PLCTT920$302,6160.02%
238DOW INCDOW5,587$296,3910.02%
239AZEK CO INC05478C1056,900$290,6970.02%
240BLACKSTONE SECD LENDING FDBX9,475$290,1250.02%
241PHILLIPS 66PSX2,049$289,2580.02%
242CNH INDL N VN2094410925,000$286,2500.02%
243CANADIAN IMPERIAL BK COMM TOCNDIF6,000$285,2400.02%
244NEXTERA ENERGY INCNEE-PW4,021$284,7280.02%
245MOBILEYE GLOBAL INCMBLY10,000$280,6500.02%
246NUVEEN ARIZONA QLTY MUN INCNU25,000$279,0000.02%
247BLACKSTONE SENI FLTN RAT 202BX19,800$277,3980.02%
248DIREXION SHS ETF TR25459W4585,000$276,8000.02%
249BLACKROCK MUNIHLDGS NY QLTYBLK25,200$271,1520.02%
250IMPINJ INCPI1,700$266,5090.02%
251ADVANCED MICRO DEVICES INCAMD1,600$259,5360.02%
252BLACKSTONE INCBX2,090$258,7420.02%
253SPDR S&P MIDCAP 400 ETF TRMDY481$257,3740.02%
254180 DEGREE CAP CORP68235B20867,666$256,4480.02%
255BLACKROCK ENHANCED EQUITY DIBLK30,862$252,1430.02%
256ISHARES TR46432F8343,730$251,9990.02%
257ISHARES INC4642865334,404$251,9650.02%
258DIMENSIONAL ETF TRUST25434V8076,939$249,3880.02%
259NUVEEN PFD & INCOME OPPORTUNNU33,373$249,2970.02%
260PALO ALTO NETWORKS INCPANW735$249,1730.02%
261M & T BK CORP55261F1041,635$247,4740.02%
262GLADSTONE LD CORP37654910117,900$245,0510.02%
263PATTERSON COS INC70339510310,000$241,3000.02%
264ISHARES TR4642888852,356$241,0360.02%
265AXON ENTERPRISE INCAXON800$235,3920.02%
266GENERAL DYNAMICS CORPGD800$232,1120.02%
267WATERS CORP941848103800$232,0960.02%
268ISHARES TR4642885623,000$230,9730.02%
269CONSOLIDATED EDISON INCED2,582$230,8830.02%
270SELECT SECTOR SPDR TR81369Y6055,600$230,2160.02%
271INVESCO TR INVT GRADE NEW YOIVZ20,000$224,8000.02%
272VANGUARD MUN BD FDS9229077464,480$224,4930.02%
273NUVEEN AMT FREE QLTY MUN INCNU19,500$223,4700.02%
274SOUTHERN COSOMN2,879$223,3250.02%
275GSK PLCGLAXF5,794$223,0690.02%
276EL PASO ENERGY CAP TR I2836782094,700$222,4980.02%
277RESEARCH FRONTIERS INCREFR120,800$222,2720.02%
278NU HLDGS LTDNU17,045$219,7110.02%
279DICKS SPORTING GOODS INC2533931021,000$214,8500.02%
280INVESCO EXCH TRD SLF IDX FDIVZ10,000$214,7000.02%
281ENERGY TRANSFER L PET-PI13,028$211,3150.02%
282CHARGEPOINT HOLDINGS INCCHPT133,400$201,4340.02%
283EATON VANCE FLTING RATE INCETN14,980$201,0320.02%
284COMCAST CORP NEWCCZ5,128$200,8130.02%
285PIMCO INCOME STRATEGY FD II72201J10427,400$196,4580.02%
286INVESCO MUN OPPORTUNITY TRIVZ18,500$186,4800.02%
287COHEN & STEERS TOTAL RETURN19247R10316,000$184,9600.02%
288PIMCO INCOME STRATEGY FD72201H10822,600$184,1900.01%
289HURCO COHURC11,650$177,7790.01%
290INVESCO SR INCOME TRIVZ38,000$163,7800.01%
291MEDICAL PPTYS TRUST INC58463J30437,500$161,6250.01%
292BLACKROCK MUNIYILD QULT FD IBLK13,000$159,6400.01%
293EATON VANCE NEW YORK MUN BDETN16,000$157,7600.01%
294VALLEY NATL BANCORP91979410722,500$157,0500.01%
295BLACKROCK MUNIYIELD MICH QUBLK12,500$142,9990.01%
296FREQUENCY ELECTRS INCFRQN15,000$136,6500.01%
297ABRDN GLOBAL INCOME FUND INCFCO21,400$124,2700.01%
298BLACKROCK N Y MUN INCOME TRUBLK10,000$107,1000.01%
299WESTERN ASSET GBL HIGH INC F95766B10914,928$105,2430.01%
300NUVEEN MUN VALUE FD INCNU10,000$86,3000.01%
301COEUR MNG INC19210850415,000$84,3000.01%
302EQUUS TOTAL RETURN INCEQS60,000$79,2000.01%
303PROSPECT CAP CORPPSEC-PA12,700$70,2310.01%
304CERUS CORPCERS38,500$67,7600.01%
305ARCADIUM LITHIUM PLCG0508H11019,036$63,9610.01%
306S&W SEED CO785135104149,000$53,6400.00%
307RENN FD INC75972010530,000$51,0000.00%
308BEAM GLOBALBEEM10,000$46,1000.00%
309MEDICAL PPTYS TRUST INC58463J30410,000$43,1000.00%
310FUNDAMENTAL GLOBAL INC30329Y10640,000$37,9040.00%
311PUTNAM MASTER INTER INCOME T74690910011,000$35,4750.00%
312ARTS WAY MFG INC04316810321,855$34,0940.00%
313OPKO HEALTH INCOPK17,000$21,2500.00%