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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

CLARK FINANCIAL SERVICES GROUP INC /BD

Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001001011-25-000006

Total Value
$130,764
Positions
138
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (138)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS S&P 500 ETF SHS92290836348,767$26,27620.09%
2VANGUARD INDEX FDS VALUE ETF92290874471,057$12,0309.20%
3SPDR S&P 500 ETF TR TR UNITSPY19,486$11,4208.73%
4VANGUARD INDEX FDS GROWTH ETF92290873626,565$10,9048.34%
5APPLE INCAAPL19,141$4,7933.67%
6MICROSOFT CORPMSFT9,502$4,0053.06%
7ISHARES TR S&P 500 GRWT ETF46428730937,671$3,8252.93%
8ISHARES TR RUSSELL 2000 ETF46428765516,727$3,6962.83%
9VANGUARD INDEX FDS MCAP GR IDXVIP92290853814,330$3,6362.78%
10INVESCO QQQ TR UNIT SER 1IVZ7,005$3,5812.74%
11SCHWAB STRATEGIC TR US DIVIDEND EQ808524797130,001$3,5522.72%
12APPLE INCAAPL13,250$3,3182.54%
13SELECT SECTOR SPDR TR TECHNOLOGY81369Y8039,734$2,2631.73%
14INTERNATIONAL BUSINESS MACHSINTR10,044$2,2081.69%
15VANGUARD INDEX FDS MCAP VL IDXVIP92290851211,615$1,8791.44%
16VANGUARD INDEX FDS SML CP GRW ETF9229085955,292$1,4821.13%
17SELECT SECTOR SPDR TR FINANCIAL81369Y60529,138$1,4081.08%
18VISA INCV4,062$1,2840.98%
19MASTERCARD INCORPORATEDMA2,067$1,0880.83%
20NVIDIA CORPORATIONNVDA6,117$8220.63%
21KNIFE RIVER CORPKNF7,588$7710.59%
22AMEREN CORPAEE8,256$7360.56%
23VANGUARD INDEX FDS VALUE ETF9229087443,785$6410.49%
24VANGUARD INDEX FDS TOTAL STK MKT9229087691,991$5770.44%
25ISHARES TR CORE S&P500 ETF464287200951$5600.43%
26KNIFE RIVER CORPKNF5,479$5570.43%
27MDU RES GROUP INC55269010930,352$5470.42%
28ABBVIE INCABBV2,855$5070.39%
29EVERUS CONSTR GROUPEVEX-WT7,588$4990.38%
30ISHARES BITCOIN TRUST ETF SHS BEN INTIBIT9,180$4870.37%
31META PLATFORMS INCMETA820$4800.37%
32BERKSHIRE HATHAWAY INC DELBRK-A1,037$4700.36%
33ECOLAB INCECL1,969$4610.35%
34CASS INFORMATION SYS INCCASS11,000$4500.34%
35LOWES COS INC5486611071,782$4400.34%
36UNITEDHEALTH GROUP INCUNH839$4240.32%
37ACCENTURE PLC IRELAND SHS CLASS AACN1,126$3960.30%
38MDU RES GROUP INC55269010921,917$3950.30%
39BROADCOM INCAVGO1,648$3820.29%
40EAST WEST BANCORP INCEWBC3,905$3740.29%
41AMAZON COM INCAMZN1,672$3670.28%
42T-MOBILE US INCTMUSZ1,643$3630.28%
43APPLIED MATLS INC0382221052,228$3620.28%
44EVERUS CONSTR GROUPEVEX-WT5,479$3600.28%
45BANK AMERICA CORP0605051047,841$3450.26%
46NETFLIX INCNFLX371$3310.25%
47HOME DEPOT INCHD850$3310.25%
48ALTRIA GROUP INCMO6,255$3270.25%
49VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT9219438586,727$3220.25%
50ELI LILLY & COLLY411$3170.24%
51AT&T INCT-PC13,756$3130.24%
52NVIDIA CORPORATIONNVDA2,315$3110.24%
53VANGUARD INDEX FDS TOTAL STK MKT9229087691,021$2960.23%
54JPMORGAN CHASE & CO.VYLD1,223$2930.22%
55REGIONS FINANCIAL CORP NEWRF-PF12,300$2890.22%
56ALPHABET INCGOOG1,496$2850.22%
57VANGUARD MUN BD FDS TAX EXEMPT BD9229077465,632$2820.22%
58INTERACTIVE BROKERS GROUP IN45841N1071,594$2820.22%
59TG THERAPEUTICS INCTGTX9,190$2770.21%
60VANGUARD INDEX FDS GROWTH ETF922908736663$2720.21%
61PROCTER AND GAMBLE CO7427181091,612$2700.21%
62JUNIPER NETWORKS INC48203R1047,035$2630.20%
63CONFLUENT INC20717M1039,394$2630.20%
64AMERICAN EXPRESS COAXP864$2560.20%
65ADOBE INCADBE563$2500.19%
66CARDINAL HEALTH INCCAH2,077$2460.19%
67BRISTOL-MYERS SQUIBB COCELG-RI4,342$2460.19%
68TAYLOR MORRISON HOME CORPTMHC3,977$2430.19%
69CHEVRON CORP NEWCVX1,679$2430.19%
70LEIDOS HOLDINGS INCLDOS1,690$2430.19%
71VANGUARD INDEX FDS S&P 500 ETF SHS922908363449$2420.19%
72ENOVIX CORPORATIONENVX22,167$2410.18%
73PULTE GROUP INC7458671012,145$2340.18%
74MICRON TECHNOLOGY INCMU2,751$2320.18%
75AMGEN INCAMGN845$2200.17%
76CARLISLE COS INC142339100591$2180.17%
77BROADCOM INCAVGO930$2160.17%
78GENERAL DYNAMICS CORPGD810$2130.16%
79OWENS CORNING NEWOC1,238$2110.16%
80TAPESTRY INCTPR3,214$2100.16%
81HCA HEALTHCARE INCHCA695$2090.16%
82COMCAST CORP NEWCCZ5,493$2060.16%
83BANK NEW YORK MELLON CORP0640581002,665$2050.16%
84ISHARES TR RUSSELL 2000 ETF464287655903$2000.15%
85SALESFORCE INCCRM587$1960.15%
86ARISTA NETWORKS INCANET1,740$1920.15%
87AMAZON COM INCAMZN868$1900.15%
88INTERNATIONAL BUSINESS MACHSINTR810$1780.14%
89LAM RESEARCH CORPLRCX2,416$1750.13%
90BUNGE GLOBAL SABG2,188$1700.13%
91CADENCE DESIGN SYSTEM INCCDNS510$1530.12%
92DEVON ENERGY CORP NEW25179M1034,636$1520.12%
93PEPSICO INCPEP973$1480.11%
94ARES CAPITAL CORPARCC6,725$1470.11%
95CONFLUENT INC20717M1035,072$1420.11%
96TG THERAPEUTICS INCTGTX4,601$1380.11%
97CARDINAL HEALTH INCCAH1,163$1380.11%
98TAYLOR MORRISON HOME CORPTMHC2,211$1350.10%
99LEIDOS HOLDINGS INCLDOS936$1350.10%
100ENOVIX CORPORATIONENVX12,208$1330.10%
101JUNIPER NETWORKS INC48203R1043,449$1290.10%
102ABBVIE INCABBV727$1290.10%
103ALTRIA GROUP INCMO2,430$1270.10%
104ADOBE INCADBE280$1250.10%
105MICRON TECHNOLOGY INCMU1,414$1190.09%
106TAPESTRY INCTPR1,799$1180.09%
107META PLATFORMS INCMETA198$1160.09%
108GENERAL DYNAMICS CORPGD398$1050.08%
109BANK AMERICA CORP0605051042,374$1040.08%
110LAM RESEARCH CORPLRCX1,400$1010.08%
111ARISTA NETWORKS INCANET916$1010.08%
112CHEVRON CORP NEWCVX683$990.08%
113VANGUARD INDEX FDS MCAP GR IDXVIP922908538388$980.07%
114SALESFORCE INCCRM282$940.07%
115BRISTOL-MYERS SQUIBB COCELG-RI1,653$930.07%
116BUNGE GLOBAL SABG1,173$910.07%
117AT&T INCT-PC3,828$870.07%
118CADENCE DESIGN SYSTEM INCCDNS279$840.06%
119SPDR S&P 500 ETF TR TR UNITSPY139$810.06%
120PEPSICO INCPEP518$790.06%
121DEVON ENERGY CORP NEW25179M1032,361$770.06%
122ARES CAPITAL CORPARCC3,479$760.06%
123AMEREN CORPAEE808$720.06%
124ISHARES TR S&P 500 GRWT ETF464287309509$520.04%
125INVESCO QQQ TR UNIT SER 1IVZ97$500.04%
126VANGUARD INDEX FDS MCAP VL IDXVIP922908512296$480.04%
127BERKSHIRE HATHAWAY INC DELBRK-A72$330.03%
128VANGUARD INDEX FDS SML CP GRW ETF922908595116$320.02%
129MICROSOFT CORPMSFT70$300.02%
130SCHWAB STRATEGIC TR US DIVIDEND EQ8085247971,041$280.02%
131OWENS CORNING NEWOC120$200.02%
132ISHARES BITCOIN TRUST ETF SHS BEN INTIBIT380$200.02%
133PROCTER AND GAMBLE CO742718109115$190.01%
134ALPHABET INCGOOG100$190.01%
135ELI LILLY & COLLY25$190.01%
136SELECT SECTOR SPDR TR TECHNOLOGY81369Y80373$170.01%
137SELECT SECTOR SPDR TR FINANCIAL81369Y605219$110.01%
138COMCAST CORP NEWCCZ273$100.01%