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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

ARQ WEALTH ADVISORS, LLC

Quarter ended Q1 2023 · Filed February 8, 2023 · Accession 0001085146-23-000753

Total Value
$153.2M
Positions
49
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (49)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR INDEX SHS FDS78463X889572,390$17.0M11.10%
2ISHARES TR46432F39681,530$11.9M7.77%
3ISHARES TR46432F33994,785$10.8M7.05%
4ISHARES TR46428858892,178$8.5M5.58%
5SPDR SER TR78468R80460,382$8.2M5.35%
6VANGUARD INDEX FDS92290876935,240$6.7M4.40%
7SPDR SER TR78464A847145,276$6.2M4.03%
8SPDR INDEX SHS FDS78463X43494,098$6.0M3.94%
9INVESCO EXCHANGE TRADED FD TIVZ42,614$6.0M3.93%
10AMERICAN CENTY ETF TR02507287779,742$5.9M3.88%
11ISHARES INC46428652561,787$5.9M3.83%
12ISHARES TR46434V316177,574$5.6M3.68%
13SPDR SER TR78464A854120,876$5.4M3.55%
14VANGUARD TAX-MANAGED FDS921943858124,814$5.2M3.42%
15FIRST TR EXCHANGE-TRADED FD33733E872162,949$4.5M2.97%
16SPDR SER TR78464A83960,850$3.9M2.57%
17SPDR SER TR78464A80572,762$3.4M2.25%
18ISHARES INC46434G88963,064$2.6M1.69%
19AMERICAN CENTY ETF TR02507260449,134$2.5M1.62%
20ISHARES TR46429B68938,680$2.5M1.61%
21SPDR INDEX SHS FDS78463X50963,895$2.1M1.37%
22VANGUARD INDEX FDS92290865215,323$2.0M1.33%
23PERFICIENT INC71375U10127,900$1.9M1.27%
24MICROSOFT CORPMSFT6,426$1.5M1.01%
25VANGUARD SPECIALIZED FUNDS9219088449,740$1.5M0.97%
26ISHARES TR4642872003,378$1.3M0.85%
27INVESCO EXCH TRADED FD TR IIIVZ28,890$1.3M0.83%
28ISHARES TR4642875074,783$1.2M0.76%
29APPLE INCAAPL8,526$1.1M0.72%
30SPDR S&P 500 ETF TRSPY2,727$1.0M0.68%
31VANGUARD INDEX FDS9229087364,393$936,1920.61%
32FIRST TR EXCHNG TRADED FD VI33740U70347,132$927,0860.61%
33CALAMOS CONV & HIGH INCOME F12811P10875,322$794,6460.52%
34HONEYWELL INTL INC4385161063,300$707,1900.46%
35VANGUARD WHITEHALL FDS92194679411,856$706,2620.46%
36FIRST TR EXCHANGE-TRADED FD33738D10126,032$694,7880.45%
37CAMBRIA ETF TR13206130028,101$682,1240.45%
38ISHARES TR4642876143,001$642,9340.42%
39ISHARES TR4642874083,581$519,4960.34%
40FIRST TR EXCHANGE-TRADED FD33738R6057,319$340,6990.22%
41ISHARES TR4642874654,576$300,3690.20%
42ISHARES TR4642876064,037$275,7270.18%
43WISDOMTREE TRWT10,175$271,4690.18%
44CALAMOS STRATEGIC TOTAL RETUCSQ19,853$266,4270.17%
45SPDR SER TR78468R6486,627$261,2360.17%
46PROCTER AND GAMBLE CO7427181091,650$250,0740.16%
47AMERICAN WELL CORPAMWL85,955$243,2530.16%
48CVS HEALTH CORPCVS2,230$207,8140.14%
49ENERGY TRANSFER L PET-PI15,105$179,2960.12%