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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 Q1 2025 · Filed May 8, 2025 · Accession 0000908195-25-000007

Total Value
$1.27B
Positions
313
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (313)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALPS ETF TR00162Q3464,543,908$117.6M9.29%
2ISHARES TR46436E2053,590,158$83.0M6.56%
3ISHARES TR464287200102,933$57.8M4.57%
4DOUBLELINE ETF TRUST25861R303855,345$44.4M3.50%
5CORNING INCGLW919,270$42.1M3.32%
6APPLE INCAAPL189,201$42.0M3.32%
7MICROSOFT CORPMSFT111,606$41.9M3.31%
8ELI LILLY & COLLY45,114$37.3M2.94%
9BERKSHIRE HATHAWAY INC DELBRK-A60,932$32.5M2.56%
10INVESCO EXCHANGE TRADED FD TIVZ169,427$29.3M2.32%
11JPMORGAN CHASE & CO.VYLD119,014$29.2M2.31%
12THERMO FISHER SCIENTIFIC INCTMO57,824$28.8M2.27%
13ISHARES TR46435GAA01,108,718$26.8M2.12%
14INVESCO EXCH TRD SLF IDX FDIVZ1,241,228$24.2M1.91%
15QUALCOMM INCQCOM149,580$23.0M1.81%
16TEXAS INSTRS INC882508104121,569$21.8M1.73%
17AVERY DENNISON CORPAVY118,795$21.1M1.67%
18VANGUARD INDEX FDS92290862978,422$20.3M1.60%
19VANECK ETF TRUST92189F106403,552$18.6M1.47%
20JOHNSON CTLS INTL PLCG51502105227,356$18.2M1.44%
21SPDR GOLD TRGLD62,893$18.1M1.43%
22INTERNATIONAL BUSINESS MACHSINTR72,547$18.0M1.42%
23AMAZON COM INCAMZN82,148$15.6M1.23%
24OPENLANE INCOPLN767,954$14.8M1.17%
25SALESFORCE INCCRM52,613$14.1M1.12%
26FS KKR CAP CORPFSK660,612$13.8M1.09%
27ISHARES TR46432F33972,766$12.4M0.98%
28AMGEN INCAMGN39,691$12.4M0.98%
29VANGUARD SCOTTSDALE FDS92206C409150,794$11.9M0.94%
30INVESCO EXCH TRD SLF IDX FDIVZ579,822$10.7M0.85%
31SPROTT PHYSICAL GOLD & SILVESII362,651$10.3M0.81%
32VANGUARD SCOTTSDALE FDS92206C870122,217$10.0M0.79%
33VANGUARD INDEX FDS92290876933,016$9.1M0.72%
34NVIDIA CORPORATIONNVDA80,429$8.7M0.69%
35INVESCO EXCH TRD SLF IDX FDIVZ417,611$8.6M0.68%
36VANGUARD INDEX FDS92290861145,161$8.4M0.66%
37COHERENT CORPCOHR120,695$7.8M0.62%
38AUTOZONE INCAZO1,860$7.1M0.56%
39LENNAR CORPLEN-B61,068$7.0M0.55%
40EXXON MOBIL CORPXOM58,923$7.0M0.55%
41NVIDIA CORPORATIONNVDA59,800$6.5M0.51%
42UNILEVER PLCUNLYF107,787$6.4M0.51%
43ISHARES TR46432F39631,046$6.3M0.50%
44TOUCHSTONE ETF TRUST89157W806270,826$6.0M0.48%
45CHEVRON CORP NEWCVX35,023$5.9M0.46%
46ISHARES TR46434V878111,414$5.6M0.45%
47INVESCO EXCH TRD SLF IDX FDIVZ274,130$5.6M0.44%
48VANGUARD SCOTTSDALE FDS92206C10288,039$5.2M0.41%
49METLIFE INCMET-PF63,492$5.1M0.40%
50WALKER & DUNLOP INCWD55,565$4.7M0.37%
51ECOLAB INCECL18,398$4.7M0.37%
52VANGUARD SCOTTSDALE FDS92206C70677,062$4.6M0.36%
53ILLINOIS TOOL WKS INC45230810918,230$4.5M0.36%
54JOHNSON & JOHNSONJNJ26,759$4.4M0.35%
55TEXAS PACIFIC LAND CORPORATITPL3,138$4.2M0.33%
56UNITEDHEALTH GROUP INCUNH7,574$4.0M0.31%
57PEPSICO INCPEP25,865$3.9M0.31%
58DISNEY WALT CO25468710639,008$3.9M0.30%
59NIKE INCNKE59,920$3.8M0.30%
60KLA CORPKLAC5,319$3.6M0.29%
61VERISK ANALYTICS INCVRSK11,052$3.3M0.26%
62SENECA FOODS CORP NEWSENEM34,650$3.1M0.24%
63VANGUARD TAX-MANAGED FDS92194385860,583$3.1M0.24%
64ISHARES TR46434V44976,889$3.1M0.24%
65REALTY INCOME CORPO51,450$3.0M0.24%
66PURE STORAGE INC74624M10262,700$2.8M0.22%
67GOLDMAN SACHS ETF TRNVGLF23,590$2.6M0.21%
68ISHARES TR46432F84233,754$2.6M0.20%
69ISHARES TR46428887741,562$2.4M0.19%
70ENBRIDGE INCENNPF54,457$2.4M0.19%
71CHENIERE ENERGY INCLNG10,025$2.3M0.18%
72ISHARES TR46428780420,861$2.2M0.17%
73BANK AMERICA CORP06050510450,469$2.1M0.17%
74MEDTRONIC PLCMDT22,551$2.0M0.16%
75VANGUARD INTL EQUITY INDEX F92204285844,544$2.0M0.16%
76AMERICAN CENTY ETF TR02507280228,049$2.0M0.15%
77VANGUARD INTL EQUITY INDEX F92204271816,626$1.9M0.15%
78UNION PAC CORPUNP8,007$1.9M0.15%
79NEW YORK TIMES CONYT37,165$1.8M0.15%
80J & J SNACK FOODS CORPJJSF13,941$1.8M0.15%
81YUM BRANDS INCYUM11,468$1.8M0.14%
82ALPHABET INCGOOG11,475$1.8M0.14%
83ALPHABET INCGOOG11,343$1.8M0.14%
84ISHARES TR46429B69718,584$1.7M0.14%
85SHELL PLCRYDAF23,514$1.7M0.14%
86JACOBS SOLUTIONS INCJ13,915$1.7M0.13%
87ALBEMARLE CORPALB-PA47,000$1.7M0.13%
88REGENERON PHARMACEUTICALSREGN2,639$1.7M0.13%
89UMH PPTYS INC90300210386,050$1.6M0.13%
90REGENERON PHARMACEUTICALSREGN2,500$1.6M0.13%
91ISHARES INC46428668116,730$1.6M0.12%
92AIR LEASE CORPAIIR32,350$1.6M0.12%
93CONOCOPHILLIPSCOP14,811$1.6M0.12%
94IAC INCIAC33,650$1.5M0.12%
95ISHARES U S ETF TR46431W50729,981$1.5M0.12%
96ISHARES TR46434V45637,940$1.5M0.12%
97MERCK & CO INCMRK16,668$1.5M0.12%
98ISHARES TR46428868748,685$1.5M0.12%
99ISHARES TR46429B68918,493$1.4M0.11%
100EQUINIX INCEQIX1,757$1.4M0.11%
101GOLDMAN SACHS ETF TRNVGLF42,894$1.4M0.11%
102NUTRIEN LTDNTR27,511$1.4M0.11%
103ISHARES INC46434G10325,306$1.4M0.11%
104MANHATTAN BRDG CAP INC562803106215,785$1.3M0.10%
105CISCO SYS INCCSCO20,303$1.3M0.10%
106SYNCHRONY FINANCIALSYF-PB23,600$1.2M0.10%
107BANK NEW YORK MELLON CORP06405810014,765$1.2M0.10%
108GENERAL MLS INC37033410419,360$1.2M0.09%
109BUILDERS FIRSTSOURCE INCBLDR9,200$1.1M0.09%
110MASTERCARD INCORPORATEDMA2,039$1.1M0.09%
111INVESCO EXCH TRD SLF IDX FDIVZ56,267$1.1M0.09%
112COHEN & STEERS REIT & PFD &19247X10049,800$1.1M0.09%
113MARATHON PETE CORPMARA7,343$1.1M0.08%
114RTX CORPORATIONRTX8,049$1.1M0.08%
115HOWMET AEROSPACE INCHWM8,165$1.1M0.08%
116PFIZER INCPFE40,995$1.0M0.08%
117GRAINGER W W INC3848021041,050$1.0M0.08%
118DEERE & CODE2,190$1.0M0.08%
119WALMART INCWMT11,347$996,1150.08%
120COHEN & STEERS QUALITY INCOM19247L10672,600$911,8560.07%
121ISHARES TR46435UAA936,950$893,4550.07%
122CBRE GROUP INCCBRE6,760$884,0730.07%
123PERMA-PIPE INTL HLDGS INC71416710370,000$870,1000.07%
124AFLAC INCAFL7,818$869,3040.07%
125INVESCO QQQ TRIVZ1,826$856,2480.07%
126VANGUARD ADMIRAL FDS INC9219328449,210$847,7160.07%
127FIRST TR SR FLTG RATE INCOME33733U10882,100$832,4940.07%
128HOME DEPOT INCHD2,267$830,8330.07%
129AMERICAN EXPRESS COAXP3,063$824,1010.07%
130BROADCOM INCAVGO4,870$815,3850.06%
131AT&T INCT-PC28,664$810,6180.06%
132XYLEM INCXYL6,697$800,0240.06%
133VANGUARD INDEX FDS9229087444,579$790,9880.06%
134SONY GROUP CORPSNEJF30,740$780,4890.06%
135INVESCO EXCH TRADED FD TR IIIVZ68,977$773,9220.06%
136MILLROSE PPTYS INC60113710228,641$759,2730.06%
137GLOBAL MED REIT INC37954A20485,750$750,3130.06%
138PROCTER AND GAMBLE CO7427181094,401$750,0190.06%
139HEALTHPEAK PROPERTIES INCDOC36,979$747,7160.06%
140MERCER INTL INC588056101120,900$743,5350.06%
141KIRBY CORPKEX7,200$727,2720.06%
142WELLS FARGO CO NEW9497461019,906$711,1520.06%
143SPDR S&P 500 ETF TRSPY1,260$704,9030.06%
144INTEL CORPINTC30,600$694,9260.05%
145VANGUARD BD INDEX FDS9219378359,399$690,3310.05%
146MORGAN STANLEYMS-PQ5,789$675,4030.05%
147ABBVIE INCABBV3,215$673,6070.05%
148QUEST DIAGNOSTICS INCDGX3,950$668,3400.05%
149ISHARES TR46428750711,360$662,8560.05%
150LOCKHEED MARTIN CORPLMT1,481$661,4850.05%
151ALLIANCEBERNSTEIN GLOBAL HIGAWF59,350$636,8260.05%
152COSTCO WHSL CORP NEW22160K105672$635,5650.05%
153SELECT SECTOR SPDR TR81369Y2094,274$624,0470.05%
154VILLAGE SUPER MKT INC92710740916,194$615,5340.05%
155EXPEDIA GROUP INCEXPE3,645$612,7250.05%
156WENDYS CO95058W10041,684$609,8380.05%
157ISHARES TR46429B65511,900$607,4950.05%
158BROADRIDGE FINL SOLUTIONS IN11133T1032,500$606,1500.05%
159TIDAL ETF TR8863641735,940$605,4050.05%
160BLACKROCK FLOATING RATE INCOBLK46,855$605,3670.05%
161COHEN & STEERS TOTAL RETURN19247R10350,000$604,5000.05%
162GLOBAL X FDS37954Y85515,550$603,3400.05%
163YUM CHINA HLDGS INCYUMC11,468$597,0250.05%
164MOSAIC CO NEWMOS21,700$586,1170.05%
165VISA INCV1,654$579,5720.05%
166SELECT SECTOR SPDR TR81369Y8032,802$578,5570.05%
167INVESCO EXCH TRD SLF IDX FDIVZ24,800$571,6400.05%
168MIDCAP FINANCIAL INVSTMNT CO03761U50244,142$567,6670.04%
169GE AEROSPACE3696043012,829$566,2250.04%
170WARNER BROS DISCOVERY INCWBD51,167$549,0220.04%
171ELEVANCE HEALTH INCELV1,250$543,7000.04%
1723M COMMM3,682$540,7390.04%
173BLACKROCK MUNIYIELD N Y QUALBLK54,000$536,2200.04%
174ISHARES TR46436E7185,326$536,1690.04%
175DIMENSIONAL ETF TRUST25434V79919,129$531,2130.04%
176ENTERPRISE PRODS PARTNERS L29379210715,250$520,6350.04%
177BRISTOL-MYERS SQUIBB COCELG-RI8,500$518,4150.04%
178IMPINJ INCPI5,700$516,9900.04%
179US FOODS HLDG CORPUSFD7,860$514,5160.04%
180ALLSTATE CORPALL-PJ2,470$511,4640.04%
181PUBLIC SVC ENTERPRISE GRP IN7445731066,188$509,2730.04%
182LAM RESEARCH CORPLRCX7,000$508,9000.04%
183WK KELLOGG CO92942W10725,313$504,4890.04%
184GALLAGHER ARTHUR J & CO3635761091,400$483,3360.04%
185COCA COLA COKO6,700$479,8540.04%
186PUTNAM PREMIER INCOME TRPPT131,700$475,4370.04%
187INVESCO EXCH TRD SLF IDX FDIVZ20,500$475,3950.04%
188NORFOLK SOUTHN CORP6558441081,960$464,2260.04%
189VERIZON COMMUNICATIONS INCVZ10,136$459,7690.04%
190STRYKER CORPORATIONSYK1,230$457,8680.04%
191ISHARES TR46436E82520,983$456,8000.04%
192VANECK MERK GOLD ETFOUNZ15,080$454,5120.04%
193AMERICOLD REALTY TRUST INCCOLD21,000$450,6600.04%
194BOEING COBA-PA2,600$443,4300.04%
195HENRY SCHEIN INCHSIC6,325$433,2000.03%
196MOBILEYE GLOBAL INCMBLY30,000$431,8500.03%
197HYSTER-YALE INCHY10,340$429,5240.03%
198SKECHERS U S A INC8305661057,500$425,8500.03%
199SELECT SECTOR SPDR TR81369Y3085,185$423,4590.03%
200AXON ENTERPRISE INCAXON800$420,7600.03%
201BATH & BODY WORKS INCBBWI13,650$413,8680.03%
202ANSYS INC03662Q1051,300$411,5280.03%
203GENERAC HLDGS INCGNRC3,200$405,2800.03%
204META PLATFORMS INCMETA703$405,1820.03%
205ETF SER SOLUTIONS26922A3217,345$398,3740.03%
206PRUDENTIAL FINL INCPUKPF3,563$397,9160.03%
207S&P GLOBAL INCSPGI780$396,3180.03%
208TERADYNE INCTER4,735$391,1110.03%
209ABBOTT LABSABLZF2,907$385,6140.03%
210ADOBE INCADBE1,000$383,5300.03%
211REDWOOD TRUST INCRWTQ62,900$381,8030.03%
212ISHARES TR46428822432,508$371,2420.03%
213VALMONT INDS INC9202531011,300$370,9810.03%
214BLACKROCK ENHANCED EQUITY DIBLK42,662$366,8940.03%
215BLACKROCK LTD DURATION INCOMBLK25,900$366,2260.03%
216CSX CORPCSX12,400$364,9320.03%
217AUTOMATIC DATA PROCESSING INADP1,192$364,1920.03%
218CHARTER COMMUNICATIONS INC N16119P108979$360,7910.03%
219ISHARES TR4642888105,900$355,1210.03%
220HONEYWELL INTL INC4385161061,663$352,1410.03%
221AMETEK INCAME2,000$344,2800.03%
222PHILLIPS 66PSX2,775$342,6570.03%
223PALO ALTO NETWORKS INCPANW2,000$341,2800.03%
224MCDONALDS CORPMCD1,091$340,7960.03%
225CANADIAN IMPERIAL BK COMMCNDIF6,000$337,8000.03%
226CVS HEALTH CORPCVS4,950$335,3630.03%
227MARTIN MARIETTA MATLS INC573284106700$334,6910.03%
228SOUTHERN COSOMN3,627$333,5030.03%
229ORACLE CORPORCL-PD2,351$328,6940.03%
230EATON VANCE SR FLTNG RTE TRETN26,700$327,0750.03%
231ISHARES INC4642865335,526$322,3690.03%
232FIRST TR EXCH TRADED FD III33739E10818,200$320,1380.03%
233PATTERSON COS INC70339510310,000$312,4000.02%
234ISHARES TR464287614864$311,9820.02%
235NUVEEN NEW YORK QLT MUN INCNU27,000$307,2600.02%
236TRANE TECHNOLOGIES PLCTT900$303,2280.02%
237NUVEEN ARIZONA QLTY MUN INCNU25,000$301,5000.02%
238BORGWARNER INCBWA10,424$298,6530.02%
239WATERS CORP941848103800$294,8560.02%
240IMMUCELL CORPICCC61,028$292,3250.02%
241MICRON TECHNOLOGY INCMU3,300$286,7370.02%
242CNH INDL N VN2094410925,000$286,2500.02%
243CONSOLIDATED EDISON INCED2,585$285,8760.02%
244VANGUARD BD INDEX FDS9219378273,650$285,7220.02%
245M & T BK CORP55261F1041,585$283,3190.02%
246ASML HOLDING N VASMLF425$281,6180.02%
247BLACKSTONE SENI FLTN RAT 202BX19,800$279,7740.02%
248SELECT SECTOR SPDR TR81369Y6055,600$278,9360.02%
249STARBUCKS CORPSBUX2,835$278,0850.02%
250DIMENSIONAL ETF TRUST25434V8076,838$269,1440.02%
251UNITED PARCEL SERVICE INCUPS2,435$267,8260.02%
252BLACKSTONE INCBX1,900$265,5820.02%
253CATERPILLAR INCCAT805$265,4890.02%
254RAND CAP CORPRAND14,000$262,7800.02%
255VANGUARD MUN BD FDS9229077123,516$261,0280.02%
256ISHARES TR4642885623,000$259,2600.02%
257BLACKROCK MUNIHLDGS NY QLTYBLK25,200$255,7800.02%
258ISHARES TR46435U2599,964$254,6800.02%
259MEDICAL PPTYS TRUST INC58463J30441,000$247,2300.02%
260NEXTERA ENERGY INCNEE-PW3,484$246,9810.02%
261SPOTIFY TECHNOLOGY S ASPOT445$244,7640.02%
262180 DEGREE CAP CORP68235B20861,333$243,4930.02%
263ENERGY TRANSFER L PET-PI13,028$242,1910.02%
264SPDR SER TR78464A8702,950$239,2450.02%
265AMENTUM HOLDINGS INCAMTM13,034$237,2190.02%
266ISHARES TR46432F8343,330$232,4680.02%
267BLACKSTONE SECD LENDING FDBX7,115$230,2420.02%
268FLAGSTAR FINANCIAL INCFLG-PU19,625$228,0430.02%
269SPDR S&P MIDCAP 400 ETF TRMDY426$227,2630.02%
270GE VERNOVA INCGEV742$226,5180.02%
271PALO ALTO NETWORKS INCPANW1,320$225,2450.02%
272APPLE INCAAPL1,000$222,1300.02%
273GARTNER INCIT525$220,3640.02%
274NUVEEN AMT FREE QLTY MUN INCNU19,500$218,4000.02%
275GENERAL DYNAMICS CORPGD800$218,0640.02%
276ADVANCED MICRO DEVICES INCAMD2,112$216,9870.02%
277BROOKFIELD CORP11271J1074,130$216,4540.02%
278INVESCO EXCH TRD SLF IDX FDIVZ10,000$216,4000.02%
279CAPRI HOLDINGS LIMITEDCPRI10,900$215,0570.02%
280FERRARI N VRACE500$213,9400.02%
281HUMANA INCHUM794$210,0930.02%
282INVESCO TR INVT GRADE NEW YOIVZ20,000$208,8000.02%
283PIMCO INCOME STRATEGY FD II72201J10427,400$206,5960.02%
284MCKESSON CORPMCK300$201,8970.02%
285DICKS SPORTING GOODS INC2533931021,000$201,5600.02%
286NETFLIX INCNFLX215$200,4940.02%
287BLACKROCK MUNIYIELD MICH QUBLK17,500$199,1500.02%
288PIMCO INCOME STRATEGY FD72201H10822,600$194,3600.02%
289INVESCO MUN OPPORTUNITY TRIVZ18,500$175,5650.01%
290NU HLDGS LTDNU17,045$174,5410.01%
291VALLEY NATL BANCORP91979410719,000$168,9100.01%
292BLACKROCK MUNIYIELD PA QLTYBLK15,000$168,1500.01%
293GLADSTONE LD CORP37654910115,500$163,0600.01%
294BLACKROCK MUNIYILD QULT FD IBLK13,000$152,2300.01%
295PARAMOUNT GLOBAL92556H20612,500$149,5000.01%
296NUVEEN PFD & INCOME OPPORTUNNU18,373$146,2500.01%
297INVESCO SR INCOME TRIVZ38,000$142,5000.01%
298RESEARCH FRONTIERS INCREFR116,800$131,9840.01%
299ABRDN GLOBAL INCOME FUND INCFCO21,400$128,6140.01%
300GULF IS FABRICATION INC40230710217,856$115,3500.01%
301BLACKROCK CALIF MUN INCOME TBLK10,000$109,8000.01%
302BLACKROCK N Y MUN INCOME TRUBLK10,000$101,7000.01%
303WESTERN ASSET GBL HIGH INC F95766B10914,928$98,6750.01%
304EATON VANCE NEW YORK MUN BDETN10,000$94,9000.01%
305COEUR MNG INC19210850415,000$88,8000.01%
306NUVEEN MUN VALUE FD INCNU10,000$87,7000.01%
307EQUUS TOTAL RETURN INCEQS60,000$60,6000.00%
308PROSPECT CAP CORPPSEC-PA12,700$52,0700.00%
309NIO INCNIOIF13,000$49,5300.00%
310CERUS CORPCERS34,000$47,2600.00%
311PUTNAM MASTER INTER INCOME T74690910011,000$36,5200.00%
312BEAM GLOBALBEEM15,000$30,6000.00%
313OPKO HEALTH INCOPK17,000$28,2200.00%