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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 Q4 2023 · Filed October 19, 2023 · Accession 0001085146-23-003814

Total Value
$207.8M
Positions
86
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (86)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL43,902$7.5M3.62%
2AUTOZONE INCAZO2,667$6.8M3.26%
3ALPHABET INCGOOG49,312$6.5M3.11%
4MICROSOFT CORPMSFT19,820$6.3M3.01%
5BROADCOM INCAVGO7,391$6.1M2.95%
6UNITEDHEALTH GROUP INCUNH11,701$5.9M2.84%
7ARCH CAP GROUP LTDG0450A10573,484$5.9M2.82%
8TECK RESOURCES LTDTCKRF131,352$5.7M2.72%
9SYNOPSYS INCSNPS11,932$5.5M2.64%
10ADOBE INCADBE10,686$5.4M2.62%
11VISA INCV21,445$4.9M2.37%
12WASTE MGMT INC DEL94106L10931,828$4.9M2.34%
13WALMART INCWMT30,293$4.8M2.33%
14CUMMINS INCCMI21,005$4.8M2.31%
15METLIFE INCMET-PF73,938$4.7M2.24%
16PEPSICO INCPEP27,066$4.6M2.21%
17INTERNATIONAL BUSINESS MACHSINTR32,003$4.5M2.16%
18LOCKHEED MARTIN CORPLMT10,540$4.3M2.07%
19COMCAST CORP NEWCCZ96,687$4.3M2.06%
20DIODES INCDIOD53,640$4.2M2.04%
21MERCK & CO INCMRK40,751$4.2M2.02%
22PROCTER AND GAMBLE CO74271810927,647$4.0M1.94%
23MCDONALDS CORPMCD15,097$4.0M1.91%
24CISCO SYS INCCSCO71,885$3.9M1.86%
25HOME DEPOT INCHD12,684$3.8M1.84%
26BOSTON SCIENTIFIC CORPBSX71,054$3.8M1.81%
27PROLOGIS INC.PLDGP32,889$3.7M1.78%
28GOLDMAN SACHS GROUP INCGSCE11,401$3.7M1.78%
29EAGLE MATLS INC26969P10821,619$3.6M1.73%
30CVS HEALTH CORPCVS50,361$3.5M1.69%
31COGNIZANT TECHNOLOGY SOLUTIOCTSH49,161$3.3M1.60%
32QUALCOMM INCQCOM29,900$3.3M1.60%
33MEDTRONIC PLCMDT42,190$3.3M1.59%
34ULTA BEAUTY INCULTA8,255$3.3M1.59%
35ELECTRONIC ARTS INCEA24,970$3.0M1.45%
36HASBRO INCHAS43,460$2.9M1.38%
37FORWARD AIR CORPFWRD41,070$2.8M1.36%
38THE CIGNA GROUP1255231009,791$2.8M1.35%
39EAST WEST BANCORP INCEWBC52,814$2.8M1.34%
40FIDELITY NATL INFORMATION SV31620M10643,107$2.4M1.15%
41NXP SEMICONDUCTORS N VNXPI10,986$2.2M1.06%
42TARGA RES CORPTRGP24,803$2.1M1.02%
43EDISON INTL28102010732,354$2.0M0.99%
44VANGUARD WORLD FDS92204A7024,803$2.0M0.96%
45EOG RES INCEOG14,738$1.9M0.90%
46OTTER TAIL CORPOTTR23,419$1.8M0.86%
47CHEVRON CORP NEWCVX10,462$1.8M0.85%
48GAMING & LEISURE PPTYS INC36467J10830,980$1.4M0.68%
49ISHARES TR46428722613,644$1.3M0.62%
50VANGUARD WORLD FDS92204A5044,115$967,4490.47%
51VANGUARD WORLD FDS92204A40511,052$887,6970.43%
52VANGUARD WORLD FDS92204A1082,967$799,2210.38%
53TESLA INCTSLA3,167$792,4470.38%
54JOHNSON & JOHNSONJNJ4,913$765,1800.37%
55AMAZON COM INCAMZN5,985$760,8130.37%
56VANGUARD BD INDEX FDS92193783510,557$736,6670.35%
57VANGUARD WORLD FDS92204A6033,541$690,4240.33%
58T-MOBILE US INCTMUSZ4,569$639,8880.31%
59VANGUARD WORLD FDS92204A8845,366$564,4500.27%
60JPMORGAN CHASE & COVYLD3,743$542,8660.26%
61STARBUCKS CORPSBUX5,104$465,8420.22%
62CHUBB LIMITEDCB2,000$416,4120.20%
63VANGUARD WORLD FDS92204A2072,195$400,9610.19%
64GILEAD SCIENCES INCGILD5,198$389,5300.19%
65SCHWAB STRATEGIC TR8085243005,343$388,5150.19%
66VANGUARD WORLD FDS92204A3062,813$356,5200.17%
67CONOCOPHILLIPSCOP2,808$336,3390.16%
68COTERRA ENERGY INCCTRA12,113$327,6500.16%
69DISNEY WALT CO2546871063,935$318,9650.15%
70SCHWAB STRATEGIC TR8085248397,186$317,8450.15%
71SCHWAB STRATEGIC TR8085245084,467$302,3220.15%
72SCHWAB STRATEGIC TR8085244094,452$286,9690.14%
73FEDEX CORPFDX1,070$283,4640.14%
74VISHAY INTERTECHNOLOGY INCVSH10,824$267,5690.13%
75J P MORGAN EXCHANGE TRADED F46641Q3324,993$267,4500.13%
76BERKSHIRE HATHAWAY INC DELBRK-A761$266,5780.13%
77COSTCO WHSL CORP NEW22160K105444$251,1240.12%
78ISHARES TR46429B6554,828$245,6970.12%
79COPART INCCPRT5,556$239,4080.12%
80SEMPRASREA3,458$235,2530.11%
81RAYMOND JAMES FINL INC7547301092,269$227,9050.11%
82SCHWAB STRATEGIC TR8085246075,264$218,0170.10%
83SCHWAB STRATEGIC TR8085248056,315$214,4690.10%
84ISHARES TR4642871762,043$211,9000.10%
85VANGUARD WORLD FDS92204A8011,225$211,3370.10%
86BLACKROCK FLOATING RATE INCOBLK13,654$172,3130.08%