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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 Q2 2024 · Filed August 5, 2024 · Accession 0001085146-24-003480

Total Value
$231.1M
Positions
83
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (83)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F33996,326$16.4M7.12%
2SPDR INDEX SHS FDS78463X889433,915$15.2M6.59%
3AMERICAN CENTY ETF TR025072885132,623$12.0M5.18%
4VANGUARD WORLD FD92191084079,655$9.5M4.09%
5J P MORGAN EXCHANGE TRADED F46641Q779174,833$9.4M4.05%
6INVESCO EXCH TRD SLF IDX FDIVZ197,331$9.4M4.05%
7AMERICAN CENTY ETF TR025072703150,219$9.4M4.05%
8AMERICAN CENTY ETF TR025072877103,987$9.3M4.04%
9SPDR INDEX SHS FDS78463X434119,072$8.9M3.85%
10J P MORGAN EXCHANGE TRADED F46641Q167139,710$8.3M3.58%
11VANGUARD INDEX FDS92290876929,006$7.8M3.36%
12SIMPLIFY EXCHANGE TRADED FUN82889N764236,595$6.5M2.83%
13SPDR SER TR78464A854100,735$6.4M2.79%
14STRATEGY SHSSTRD155,427$6.1M2.66%
15SPDR SER TR78464A847108,746$5.6M2.41%
16INVESCO EXCH TRD SLF IDX FDIVZ106,240$5.6M2.41%
17SIMPLIFY EXCHANGE TRADED FUN82889N632217,547$5.3M2.29%
18AMERICAN CENTY ETF TR02507260471,977$4.4M1.90%
19SPDR INDEX SHS FDS78463X509115,669$4.4M1.89%
20APPLE INCAAPL20,416$4.3M1.86%
21COLUMBIA ETF TR II19762B202128,870$4.1M1.78%
22ISHARES INC46434G88987,067$4.1M1.76%
23ISHARES TR46432F39617,348$3.4M1.46%
24SPDR SER TR78468R81221,090$3.1M1.35%
25J P MORGAN EXCHANGE TRADED F46641Q13448,111$3.0M1.30%
26MICROSOFT CORPMSFT6,600$2.9M1.28%
27AMERICAN CENTY ETF TR02507250549,792$2.5M1.08%
28NVIDIA CORPORATIONNVDA18,363$2.3M0.98%
29VANGUARD INDEX FDS92290865212,874$2.2M0.94%
30ISHARES INC46434G76436,642$2.2M0.94%
31PERFICIENT INC71375U10125,500$1.9M0.83%
32ISHARES TR4642872003,356$1.8M0.79%
33VANGUARD WHITEHALL FDS92194640614,810$1.8M0.76%
34VANGUARD SPECIALIZED FUNDS9219088448,457$1.5M0.67%
35VANGUARD WHITEHALL FDS92194679422,230$1.5M0.66%
36ADAMS DIVERSIFIED EQUITY FD00621210468,994$1.5M0.64%
37GLOBAL X FDS37954Y48382,720$1.5M0.63%
38ISHARES TR46428750724,428$1.4M0.62%
39VANGUARD INDEX FDS9229087363,800$1.4M0.61%
40FIRST TR EXCHANGE-TRADED FD33738R30859,972$1.3M0.58%
41CAMBRIA ETF TR13206130050,241$1.3M0.58%
42FIRST TR EXCHANGE-TRADED FD33738D10139,501$1.2M0.52%
43FIRST TR EXCHANGE-TRADED FD33738D87950,916$1.2M0.52%
44J P MORGAN EXCHANGE TRADED F46641Q74629,259$1.1M0.49%
45SPDR S&P 500 ETF TRSPY1,659$903,0830.39%
46PACER FDS TR69374H88111,843$646,2650.28%
47HONEYWELL INTL INC4385161063,025$645,9590.28%
48ISHARES TR4642874083,546$645,4080.28%
49ALPHABET INCGOOG3,516$644,9050.28%
50SPDR SER TR78464A7065,024$643,6750.28%
51VANECK ETF TRUST92189F6437,359$637,3630.28%
52COLUMBIA ETF TR I19761L70619,255$621,3590.27%
53ISHARES TR4642876141,646$599,9840.26%
54SPDR SER TR78468R8043,921$598,1890.26%
55SPDR SER TR78464A8397,986$582,5110.25%
56ISHARES TR4642874656,866$537,8140.23%
57AMAZON COM INCAMZN2,669$515,7850.22%
58SCHWAB STRATEGIC TR80852480512,879$499,4800.22%
59ISHARES TR4642876552,437$494,4430.21%
60ISHARES TR4642876221,412$420,1270.18%
61SPDR SER TR78464A8056,026$399,8260.17%
62ISHARES TR46435G4253,346$399,2450.17%
63FIRST TR EXCHANGE TRADED FD33734X8466,986$394,1510.17%
64GLOBAL X FDS37954Y63211,017$392,6500.17%
65INVESCO EXCHANGE TRADED FD TIVZ3,731$383,2490.17%
66VANGUARD STAR FDS9219097686,275$378,3830.16%
67FIRST TR EXCHANGE-TRADED FD33733B1003,779$377,8250.16%
68FIRST TR EXCHANGE-TRADED FD33738R6056,169$353,2750.15%
69ISHARES TR4642876063,842$338,5190.15%
70ELI LILLY & COLLY372$336,8020.15%
71ALPHABET INCGOOG1,836$334,4280.14%
72VANGUARD INDEX FDS922908363668$334,3870.14%
73VISA INCV1,161$304,7280.13%
74INNOVATOR ETFS TRUSTINHD10,141$296,9860.13%
75BERKSHIRE HATHAWAY INC DELBRK-A694$282,3200.12%
76PROCTER AND GAMBLE CO7427181091,694$279,3750.12%
77ISHARES TR46435G5163,491$275,0210.12%
78REPUBLIC SVCS INC7607591001,375$267,2180.12%
79META PLATFORMS INCMETA519$261,6910.11%
80ISHARES TR46434V3165,349$226,7150.10%
81INVESCO EXCHANGE TRADED FD TIVZ1,371$225,3090.10%
82INVESCO EXCHANGE TRADED FD TIVZ3,506$222,7610.10%
83AMERICAN WELL CORPAMWL75,705$24,5890.01%