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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

RBA Wealth Management, LLC

Quarter ended Q2 2023 · Filed April 18, 2023 · Accession 0001085146-23-001735

Total Value
$200.9M
Positions
93
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (93)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL45,749$7.5M3.76%
2AUTOZONE INCAZO2,696$6.6M3.30%
3MICROSOFT CORPMSFT20,006$5.8M2.87%
4UNITEDHEALTH GROUP INCUNH11,610$5.5M2.73%
5ARCH CAP GROUP LTDG0450A10575,763$5.1M2.56%
6WASTE MGMT INC DEL94106L10931,389$5.1M2.55%
7ALPHABET INCGOOG49,031$5.1M2.53%
8PEPSICO INCPEP27,612$5.0M2.51%
9CUMMINS INCCMI20,746$5.0M2.47%
10LOCKHEED MARTIN CORPLMT10,332$4.9M2.43%
11DIODES INCDIOD52,601$4.9M2.43%
12TECK RESOURCES LTDTCKRF133,377$4.9M2.42%
13BROADCOM INCAVGO7,542$4.8M2.41%
14VISA INCV21,113$4.8M2.37%
15SYNOPSYS INCSNPS12,156$4.7M2.34%
16JPMORGAN CHASE & COVYLD33,840$4.4M2.20%
17WALMART INCWMT29,776$4.4M2.19%
18ULTA BEAUTY INCULTA7,839$4.3M2.13%
19MERCK & CO INCMRK39,658$4.2M2.10%
20FORWARD AIR CORPFWRD38,924$4.2M2.09%
21METLIFE INCMET-PF72,366$4.2M2.09%
22AMAZON COM INCAMZN39,322$4.1M2.02%
23INTERNATIONAL BUSINESS MACHSINTR30,756$4.0M2.01%
24PROLOGIS INC.PLDGP32,308$4.0M2.01%
25PROCTER AND GAMBLE CO74271810927,023$4.0M2.00%
26CISCO SYS INCCSCO70,247$3.7M1.83%
27HOME DEPOT INCHD12,415$3.7M1.82%
28QUALCOMM INCQCOM28,621$3.7M1.82%
29GOLDMAN SACHS GROUP INCGSCE11,047$3.6M1.80%
30COMCAST CORP NEWCCZ94,221$3.6M1.78%
31CVS HEALTH CORPCVS47,380$3.5M1.75%
32BOSTON SCIENTIFIC CORPBSX69,433$3.5M1.73%
33MEDTRONIC PLCMDT40,662$3.3M1.63%
34EAGLE MATLS INC26969P10821,328$3.1M1.56%
35ELECTRONIC ARTS INCEA24,117$2.9M1.45%
36COGNIZANT TECHNOLOGY SOLUTIOCTSH47,265$2.9M1.43%
37EAST WEST BANCORP INCEWBC48,738$2.7M1.35%
38THE CIGNA GROUP1255231009,082$2.3M1.16%
39HASBRO INCHAS39,518$2.1M1.06%
40FIDELITY NATL INFORMATION SV31620M10638,683$2.1M1.05%
41UGI CORP NEW90268110559,008$2.1M1.02%
42VANGUARD WORLD FDS92204A7025,318$2.0M1.02%
43CHEVRON CORP NEWCVX10,584$1.7M0.86%
44TARGA RES CORPTRGP23,369$1.7M0.85%
45PFIZER INCPFE39,770$1.6M0.81%
46EOG RES INCEOG13,895$1.6M0.79%
47GAMING & LEISURE PPTYS INC36467J10826,307$1.4M0.68%
48OTTER TAIL CORPOTTR17,273$1.2M0.62%
49ISHARES TR46428722612,416$1.2M0.62%
50VANGUARD WORLD FDS92204A5044,347$1.0M0.52%
51TESLA INCTSLA4,517$937,0970.47%
52SEMPRASREA6,058$915,6770.46%
53JOHNSON & JOHNSONJNJ5,700$883,5470.44%
54VANGUARD WORLD FDS92204A1083,038$767,2470.38%
55VANGUARD WORLD FDS92204A4059,772$761,1410.38%
56VANGUARD BD INDEX FDS9219378359,720$717,6280.36%
57VANGUARD WORLD FDS92204A6033,622$690,0270.34%
58STARBUCKS CORPSBUX5,324$554,3880.28%
59VANGUARD WORLD FDS92204A8845,384$520,4710.26%
60ABBVIE INCABBV3,053$486,5000.24%
61GILEAD SCIENCES INCGILD5,787$480,1860.24%
62SCHWAB STRATEGIC TR8085243006,690$436,0170.22%
63VODAFONE GROUP PLC NEW92857W30839,312$434,0010.22%
64VANGUARD WORLD FDS92204A2072,206$426,9050.21%
65MCDONALDS CORPMCD1,526$426,7000.21%
66CHUBB LIMITEDCB2,078$403,5200.20%
67DISNEY WALT CO2546871063,845$385,0410.19%
68ALEXANDRIA REAL ESTATE EQ IN0152711093,011$378,1550.19%
69NVIDIA CORPORATIONNVDA1,316$365,5450.18%
70BRISTOL-MYERS SQUIBB COCELG-RI5,126$355,3070.18%
71SCHWAB STRATEGIC TR8085248397,238$339,5350.17%
72VANGUARD WORLD FDS92204A3062,937$335,4940.17%
73SCHWAB STRATEGIC TR8085244094,796$314,5030.16%
74COTERRA ENERGY INCCTRA12,590$308,9680.15%
75SCHWAB STRATEGIC TR8085245084,540$308,0520.15%
76J P MORGAN EXCHANGE TRADED F46641Q3325,345$291,8200.15%
77CONOCOPHILLIPSCOP2,807$278,5240.14%
78VISHAY INTERTECHNOLOGY INCVSH12,282$277,8300.14%
79GLOBAL X FDS37954Y65713,563$269,3590.13%
80FEDEX CORPFDX1,092$249,5230.12%
81SCHWAB STRATEGIC TR8085246075,825$244,2540.12%
82BERKSHIRE HATHAWAY INC DELBRK-A781$241,1490.12%
83OCCIDENTAL PETE CORP6745991053,798$237,1120.12%
84ISHARES TR4642871762,133$235,1630.12%
85RAYMOND JAMES FINL INC7547301092,499$233,0530.12%
86SCHWAB STRATEGIC TR8085248056,650$231,4200.12%
87ISHARES TR46429B6554,557$229,6270.11%
88COSTCO WHSL CORP NEW22160K105446$221,7260.11%
89VANGUARD WORLD FDS92204A8011,218$216,5850.11%
90VANGUARD INDEX FDS9229085532,577$213,9910.11%
91COPART INCCPRT2,778$208,9330.10%
92BLACKROCK FLOATING RATE INCOBLK13,794$161,3900.08%
93INVESCO EXCH TRADED FD TR IIIVZ10,049$115,3580.06%