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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

TOTAL INVESTMENT MANAGEMENT INC

Quarter ended Q4 2024 · Filed January 31, 2025 · Accession 0001068804-25-000001

Total Value
$712.7M
Positions
75
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (75)

#IssuerTicker / CUSIPSharesValue% of Filing
1BNY MELLON ETF TRUST09661T8591,826,292$90.5M12.70%
2SCHWAB STRATEGIC TR8085246802,831,956$89.0M12.49%
3SPDR SP 500 ETF TRSPY131,112$76.8M10.78%
4FIRST TR EXCHANGE TRADED ALP33737M2011,325,412$70.9M9.95%
5ISHARES TR4642872341,541,272$64.5M9.04%
6BNY MELLON ETF TRUST09661T6021,558,636$64.2M9.01%
7DIREXION SHS ETF TR25459Y207685,085$61.5M8.63%
8INVESCO EXCHANGE TRADED FD TIVZ342,125$60.0M8.41%
9FIRST TR EXCHANGE TRAD FD VI33739H1011,963,530$47.0M6.59%
10FRANKLIN TEMPLETON ETF TRFGDL746,551$15.0M2.11%
11VANGUARD INDEX FDS92290863751,074$13.8M1.93%
12APPLE INCAAPL30,646$7.7M1.08%
13PIMCO ETF TR72201R77555,039$5.0M0.70%
14ISHARES BITCOIN TRUST ETFIBIT66,314$3.5M0.49%
15ISHARES TR46428722628,124$2.7M0.38%
16SPDR SER TR78468R66328,141$2.6M0.36%
17ISHARES TR46428740812,032$2.3M0.32%
18FEDERAL SIGNAL CORPFSS20,884$1.9M0.27%
19NVIDIA CORPORATIONNVDA13,552$1.8M0.26%
20FIRST TR EXCHNG TRADED FD VI33740F78959,568$1.8M0.25%
21WALMART INCWMT18,770$1.7M0.24%
22AMAZON COM INCAMZN7,320$1.6M0.23%
23ISHARES TR46428746518,861$1.4M0.20%
24INVESCO QQQ TRIVZ2,482$1.3M0.18%
25SOUTHWEST AIRLS CO84474110837,060$1.2M0.17%
26CATERPILLAR INCCAT3,395$1.2M0.17%
27UNITED AIRLS HLDGS INCUNTCW12,588$1.2M0.17%
28TESLA INCTSLA3,012$1.2M0.17%
29BERKSHIRE HATHAWAY INC DELBRK-A2,602$1.2M0.17%
30WORLD GOLD TRGLDW19,808$1.0M0.14%
31JPMORGAN CHASE COVYLD3,923$940,3930.13%
32ISHARES TR4642876554,188$925,3800.13%
33PROSHARES TR74347G44038,581$878,8730.12%
34MICROSOFT CORPMSFT1,958$825,3430.12%
35ARK ETF TR00214Q10411,711$664,8110.09%
36SPDR DOW JONES INDL AVERAGE78467X1091,306$555,7600.08%
37SCHWAB STRATEGIC TR80852410222,998$522,0450.07%
38META PLATFORMS INCMETA870$509,1130.07%
39PROCTER AND GAMBLE CO7427181092,929$491,0030.07%
40HONEYWELL INTL INC4385161062,126$480,3390.07%
41VANGUARD INDEX FDS9229087442,598$439,8500.06%
42SCHWAB STRATEGIC TR80852478917,239$400,9780.06%
43DELTA AIR LINES INC DELDAL6,591$398,7500.06%
44ISHARES TR464287200659$387,9310.05%
45SPDR GOLD TRGLD1,573$380,8700.05%
46FIDELITY WISE ORIGIN BITCOINFBTC4,624$377,2260.05%
47CHEVRON CORP NEWCVX2,595$375,8130.05%
48COCA COLA COKO6,023$374,9630.05%
49CISCO SYS INCCSCO6,268$371,0660.05%
50VANGUARD INDEX FDS922908363649$349,5510.05%
51MCDONALDS CORPMCD1,178$341,5760.05%
52VANGUARD INDEX FDS9229086111,719$340,6900.05%
53ALPHABET INCGOOG1,702$322,2740.05%
54SCHWAB STRATEGIC TR80852420113,510$313,1530.04%
55COSTCO WHSL CORP NEW22160K105328$300,0990.04%
56BLACKROCK MUNIHOLDINGS FD INBLK25,374$296,1160.04%
57BOEING COBA-PA1,669$295,4720.04%
58ALPS ETF TR00162Q2052,295$287,4200.04%
59VANGUARD WORLD FD921910816798$274,0530.04%
60VISA INCV843$266,4970.04%
61EXXON MOBIL CORPXOM2,477$266,4150.04%
62ALPHABET INCGOOG1,377$262,2000.04%
63KINDER MORGAN INC DELEP-PC9,146$250,6020.04%
64HOME DEPOT INCHD641$249,4680.04%
65ISHARES SILVER TRSLV9,080$239,0760.03%
66BROADCOM INCAVGO1,001$232,1160.03%
67ISHARES TR46428739010,850$226,8830.03%
68INTERNATIONAL BUSINESS MACHSINTR987$216,9070.03%
69ISHARES TR46434V6134,687$211,8520.03%
70SCHWAB STRATEGIC TR8085246078,147$210,6740.03%
71VERIZON COMMUNICATIONS INCVZ5,119$204,7030.03%
72VANGUARD ADMIRAL FDS INC921932505552$202,0730.03%
73PFIZER INCPFE7,603$201,7000.03%
74BLACKROCK MUNIYIELD QUALITYBLK17,997$177,4550.02%
75SPROTT PHYSICAL SILVER TRSII18,188$175,5140.02%