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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

PAX Financial Group, LLC

Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0001104659-25-043927

Total Value
$564.2M
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720075,326$42.3M7.50%
2ISHARES TR46434V613606,228$27.9M4.95%
3ISHARES TR46432F339106,540$18.2M3.23%
4ISHARES TR464287309194,961$18.1M3.21%
5NORTHERN LTS FD TR IVNTRSO582,133$17.9M3.17%
6BLACKROCK ETF TRUSTBLK332,902$16.2M2.88%
7PIMCO ETF TR72201R775162,685$15.0M2.67%
8ISHARES TR46428740867,267$12.8M2.27%
9ISHARES TR464288877211,437$12.5M2.21%
10NORTHERN LTS FD TR IVNTRSO419,334$10.0M1.77%
11SPDR SER TR78464A649334,152$8.5M1.51%
12SPDR SER TR78464A508160,166$8.2M1.45%
13APPLE INCAAPL35,302$7.8M1.39%
14NORTHERN LTS FD TR IVNTRSO224,046$7.6M1.35%
15ISHARES TR46428888574,358$7.4M1.32%
16VANGUARD TAX-MANAGED FDS921943858146,216$7.4M1.32%
17PIMCO ETF TR72201R585281,361$7.4M1.31%
18ISHARES TR46428858874,786$7.0M1.24%
19SPDR SER TR78464A805101,000$6.9M1.22%
20NORTHERN LTS FD TR IVNTRSO33,173$6.8M1.21%
21INVESCO EXCH TRD SLF IDX FDIVZ122,778$6.5M1.16%
22ISHARES INC46434G764113,609$6.3M1.11%
23PIMCO ETF TR72201R81764,086$6.2M1.10%
24VANGUARD INDEX FDS92290836311,855$6.1M1.08%
25ISHARES TR46428772142,004$5.9M1.05%
26ISHARES INC46434G103102,954$5.6M0.98%
27FORTINET INCFTNT55,550$5.3M0.95%
28STRATEGY SHSSTRD219,660$5.2M0.92%
29VANGUARD INDEX FDS92290862919,876$5.1M0.91%
30NORTHERN LTS FD TR IVNTRSO171,510$4.8M0.86%
31ISHARES TR46428865346,318$4.8M0.85%
32SPDR INDEX SHS FDS78463X889131,113$4.8M0.85%
33MICROSOFT CORPMSFT12,606$4.7M0.84%
34ISHARES TR46432F39622,818$4.6M0.82%
35BLACKROCK ETF TRUST IIBLK86,693$4.5M0.80%
36ISHARES TR46428710116,751$4.5M0.80%
37INVESCO EXCHANGE TRADED FD TIVZ95,905$4.4M0.78%
38SPDR SER TR78464A40951,520$4.1M0.73%
39VANGUARD BD INDEX FDS92193782752,671$4.1M0.73%
40ISHARES TR46428825734,270$4.0M0.71%
41STRATEGY SHSSTRD160,211$4.0M0.71%
42NORTHERN LTS FD TR IVNTRSO102,183$3.9M0.70%
43PIMCO ETF TR72201R86673,779$3.8M0.67%
44ISHARES TR46428761410,431$3.8M0.67%
45VANGUARD WHITEHALL FDS92194640627,286$3.5M0.62%
46INVESCO EXCH TRADED FD TR IIIVZ17,722$3.4M0.61%
47ALPHABET INCGOOG21,809$3.4M0.60%
48VANGUARD INDEX FDS92290875115,073$3.3M0.59%
49NVIDIA CORPORATIONNVDA29,326$3.2M0.56%
50ISHARES TR46434V80384,084$3.1M0.54%
51PIMCO ETF TR72201R83330,176$3.0M0.54%
52HENRY JACK & ASSOC INC42628110115,929$2.9M0.52%
53ARISTA NETWORKS INCANET35,684$2.8M0.49%
54AMAZON COM INCAMZN14,519$2.8M0.49%
55ISHARES GOLD TRIAU46,700$2.8M0.49%
56PIMCO ETF TR72201R87454,835$2.7M0.49%
57SPDR INDEX SHS FDS78463X50968,415$2.7M0.48%
58VANGUARD INDEX FDS9229087367,139$2.6M0.47%
59VANGUARD INTL EQUITY INDEX F92204285857,205$2.6M0.46%
60ISHARES TR46435G67247,333$2.4M0.42%
61VANGUARD BD INDEX FDS92193783532,037$2.4M0.42%
62PIMCO ETF TR72201R71824,500$2.4M0.42%
63ISHARES TR46434V73838,781$2.3M0.41%
64INVESCO EXCH TRADED FD TR IIIVZ74,258$2.1M0.37%
65PIMCO ETF TR72201R63545,518$2.0M0.36%
66ISHARES TR46434V69631,415$2.0M0.35%
67META PLATFORMS INCMETA3,352$1.9M0.34%
68INVESCO EXCHANGE TRADED FD TIVZ27,457$1.8M0.32%
69SCHWAB STRATEGIC TR80852485470,476$1.8M0.31%
70INVESCO EXCH TRADED FD TR IIIVZ23,101$1.7M0.31%
71INVESCO EXCH TRD SLF IDX FDIVZ67,860$1.7M0.30%
72INVESCO EXCHANGE TRADED FD TIVZ41,135$1.6M0.28%
73INVESCO ACTIVELY MANAGED EXCIVZ32,418$1.5M0.27%
74PINNACLE FINL PARTNERS INC72346Q10413,972$1.5M0.26%
75SKYWORKS SOLUTIONS INCSWKS22,816$1.5M0.26%
76TESLA INCTSLA5,606$1.5M0.26%
77COSTCO WHSL CORP NEW22160K1051,532$1.4M0.26%
78MASTERCARD INCORPORATEDMA2,629$1.4M0.26%
79VANGUARD BD INDEX FDS92193781918,542$1.4M0.25%
80SPDR SER TR78464A84727,651$1.4M0.25%
81WESTERN ALLIANCE BANCORPWAL-PA17,614$1.4M0.24%
82ISHARES TR46428828114,849$1.3M0.24%
83INVESCO EXCH TRD SLF IDX FDIVZ55,387$1.3M0.23%
84EXXON MOBIL CORPXOM10,927$1.3M0.23%
85PIMCO ETF TR72201R78313,832$1.3M0.23%
86INVESCO EXCH TRD SLF IDX FDIVZ52,572$1.3M0.23%
87BERKSHIRE HATHAWAY INC DELBRK-A2,409$1.3M0.23%
88INVESCO EXCH TRD SLF IDX FDIVZ54,406$1.3M0.23%
89VANGUARD INDEX FDS9229087447,321$1.3M0.22%
90CINCINNATI FINL CORP1720621018,535$1.3M0.22%
91ACCENTURE PLC IRELANDACN3,863$1.2M0.21%
92INTERDIGITAL INCIDCC5,827$1.2M0.21%
93LIBERTY BROADBAND CORPLBRDP14,068$1.2M0.21%
94VEEVA SYS INCVEEV5,126$1.2M0.21%
95ISHARES TR46428750720,176$1.2M0.21%
96NETFLIX INCNFLX1,236$1.2M0.20%
97GARMIN LTDGRMN5,142$1.1M0.20%
98VISA INCV3,177$1.1M0.20%
99ISHARES TR46429B26746,610$1.1M0.19%
100HOME DEPOT INCHD2,851$1.0M0.19%
101NUTANIX INCNTNX14,616$1.0M0.18%
102MCDONALDS CORPMCD3,156$985,7000.17%
103SPDR SER TR78468R73920,707$985,6530.17%
104DISNEY WALT CO2546871069,934$980,5300.17%
105BROADCOM INCAVGO5,826$975,4470.17%
106NASDAQ INCNDAQ12,201$925,6000.16%
107CALIX INCCALX25,822$915,1320.16%
108ORACLE CORPORCL-PD6,538$914,1230.16%
109EVEREST GROUP LTDEG2,494$906,2060.16%
110ELI LILLY & COLLY1,097$906,0230.16%
111SPDR S&P 500 ETF TRSPY1,604$897,2620.16%
112STARBUCKS CORPSBUX9,095$892,1250.16%
113NEUROCRINE BIOSCIENCES INCNBIX7,938$877,9430.16%
114ISHARES TR46432F84211,566$874,9680.16%
115OLD DOMINION FREIGHT LINE INODFL5,242$867,3280.15%
116NEWS CORP NEWNWSLL28,339$860,6440.15%
117INCYTE CORPINCY14,077$852,3620.15%
118PILGRIMS PRIDE CORPPPC15,445$841,9070.15%
119Q2 HLDGS INCQTWO10,474$838,0250.15%
120D R HORTON INC23331A1096,493$825,4270.15%
121INVESCO QQQ TRIVZ1,755$822,9550.15%
122SCRIPPS E W CO OHIO811054402274,323$811,9960.14%
123COPART INCCPRT14,230$805,2760.14%
124UNILEVER PLCUNLYF13,283$790,9910.14%
125CINTAS CORPCTAS3,693$759,0220.13%
126JANUS DETROIT STR TR47103U84514,758$748,3780.13%
127WEC ENERGY GROUP INCWEC6,726$733,0040.13%
128JOHNSON & JOHNSONJNJ4,410$731,4280.13%
129WALMART INCWMT8,279$726,8380.13%
130VANGUARD INDEX FDS9229087692,641$725,8520.13%
131MEDTRONIC PLCMDT8,051$723,4440.13%
132TRACTOR SUPPLY COTSCO12,799$705,2140.12%
133NOVO-NORDISK A SNONOF10,119$702,6780.12%
134ISHARES TR4642878046,707$701,3510.12%
135QUALCOMM INCQCOM4,473$687,0610.12%
136LENNAR CORPLEN-B5,985$686,9380.12%
137GALLAGHER ARTHUR J & CO3635761091,936$668,4580.12%
138INTUITINTU1,087$667,4380.12%
139HARMONIC INCHLIT69,265$664,2510.12%
140CASEYS GEN STORES INC1475281031,530$664,1300.12%
141ARES MANAGEMENT CORPORATIONARES-PB4,451$652,5610.12%
142EPAM SYS INCEPAM3,824$645,6440.11%
143MCCORMICK & CO INCMKC-V7,752$638,0760.11%
144ASML HOLDING N VASMLF962$637,5110.11%
145ROPER TECHNOLOGIES INCROP1,075$633,7990.11%
146EXPEDITORS INTL WASH INC3021301095,266$633,2880.11%
147AMPHENOL CORP NEW0320951019,500$623,1050.11%
148RTX CORPORATIONRTX4,701$622,6970.11%
149AUTOMATIC DATA PROCESSING INADP1,999$610,8950.11%
150STRYKER CORPORATIONSYK1,625$604,9750.11%
151VANGUARD SCOTTSDALE FDS92206C77112,772$591,4730.10%
152BORGWARNER INCBWA20,613$590,5620.10%
153MONSTER BEVERAGE CORP NEWMNST10,020$586,3700.10%
154VANGUARD INTL EQUITY INDEX F9220427185,048$583,5800.10%
155KINSALE CAP GROUP INC49714P1081,190$579,1850.10%
156REPUBLIC SVCS INC7607591002,392$579,1420.10%
157SCHWAB STRATEGIC TR80852486223,634$575,2510.10%
158ALIGN TECHNOLOGY INCALGN3,614$574,0410.10%
159ABBVIE INCABBV2,731$572,3020.10%
160MOTOROLA SOLUTIONS INCMSI1,302$570,0290.10%
161ISHARES TR4642872265,759$569,6800.10%
162SMITH A O CORPAOS8,677$567,1600.10%
163VALERO ENERGY CORPVLO4,274$564,4430.10%
164SEMTECH CORPSMTC16,362$562,8530.10%
165MANHATTAN ASSOCIATES INCMANH3,220$557,1890.10%
166ATMOS ENERGY CORPATO3,529$545,4870.10%
167S&P GLOBAL INCSPGI1,049$533,0470.09%
168SPDR SER TR78468R6225,484$522,6250.09%
169CRA INTL INC12618T1053,013$521,8520.09%
170SPOTIFY TECHNOLOGY S ASPOT895$492,2770.09%
171SHENANDOAH TELECOMMUNICATIONSHEN39,135$491,9220.09%
172J P MORGAN EXCHANGE TRADED F46641Q1188,736$489,0530.09%
173EOG RES INCEOG3,787$485,6820.09%
174PROCTER AND GAMBLE CO7427181092,761$470,5110.08%
175WATSCO INCWSO-B921$468,3220.08%
176CME GROUP INCCME1,678$445,1570.08%
177ISHARES TR46435G1025,318$444,6380.08%
178STERIS PLCSTE1,957$443,5560.08%
179GILEAD SCIENCES INCGILD3,954$443,0460.08%
180VANGUARD INDEX FDS9229086112,376$442,6250.08%
181GOLDMAN SACHS GROUP INCGSCE808$441,4020.08%
182ABBOTT LABSABLZF3,320$440,3870.08%
183SPDR SER TR78464A8546,573$432,2400.08%
184POOL CORPPOOL1,332$424,0930.08%
185ISHARES TR4642884144,020$423,8690.08%
186GENERAL DYNAMICS CORPGD1,502$409,3060.07%
187WISDOMTREE TRWT11,991$409,2530.07%
188NIKE INCNKE6,394$405,8990.07%
189MERCK & CO INCMRK4,398$394,7790.07%
190SALESFORCE INCCRM1,446$388,0490.07%
191ISHARES TR4642875563,000$383,7000.07%
192BLACKROCK INCBLK385$364,3950.06%
193SPDR SER TR78468R8538,933$364,1010.06%
194TEXAS INSTRS INC8825081042,012$361,5120.06%
195AXOGEN INCAXGN18,884$349,3540.06%
196COLGATE PALMOLIVE COCL3,723$348,8660.06%
197THOMSON REUTERS CORPTMSOF1,963$339,1670.06%
198CONOCOPHILLIPSCOP3,162$332,0730.06%
199ISHARES TR46435G47412,302$329,5710.06%
200HEICO CORP NEWHEI-A1,211$323,5670.06%
201INVESCO EXCH TRD SLF IDX FDIVZ13,883$321,7390.06%
202GE AEROSPACE3696043011,607$321,6410.06%
203INVESCO EXCH TRD SLF IDX FDIVZ14,056$319,6330.06%
204VERTEX PHARMACEUTICALS INCVRTX652$316,1030.06%
205PALANTIR TECHNOLOGIES INCPLTR3,738$315,4870.06%
206C H ROBINSON WORLDWIDE INCCHRW3,029$310,2010.05%
207T-MOBILE US INCTMUSZ1,143$304,8500.05%
208DIAGEO PLCDGEAF2,830$296,5790.05%
209EMCOR GROUP INCEME786$290,5460.05%
210ISHARES TR46435G2506,054$285,0830.05%
211INTUITIVE SURGICAL INCISRG568$281,3130.05%
212NU SKIN ENTERPRISES INCNUS38,473$279,3150.05%
213FIRSTSERVICE CORP NEWFSV1,681$278,9620.05%
214AMERICAN INTL GROUP INC0268747843,117$270,9920.05%
215SPDR S&P MIDCAP 400 ETF TRMDY500$266,7400.05%
216DIGIMARC CORP NEWDMRC20,577$263,7970.05%
217JONES LANG LASALLE INCJLL1,064$263,7760.05%
218VANGUARD INDEX FDS9229085951,042$262,3440.05%
219PEPSICO INCPEP1,718$257,6470.05%
220PINNACLE WEST CAP CORPPNW2,680$255,3130.05%
221CION INVT CORP17259U20424,627$254,8870.05%
222AMERICAN WTR WKS CO INC NEW0304201031,704$251,3360.04%
223VANGUARD MUN BD FDS9229077465,000$248,1000.04%
224INVESCO EXCH TRADED FD TR IIIVZ10,673$245,9060.04%
225EVERGY INCEVRG3,554$245,0690.04%
226NOV INCNOV15,915$242,2210.04%
227VERIZON COMMUNICATIONS INCVZ5,296$240,2370.04%
228ILLINOIS TOOL WKS INC452308109958$237,7120.04%
229SIMON PPTY GROUP INC NEW8288061091,429$237,2660.04%
230INVESCO EXCH TRD SLF IDX FDIVZ11,422$236,7780.04%
231ALPHABET INCGOOG1,516$236,7730.04%
232FASTENAL COFAST3,052$236,7030.04%
233INVESCO EXCH TRD SLF IDX FDIVZ10,959$236,4950.04%
234HOWMET AEROSPACE INCHWM1,797$233,1250.04%
235INVESCO EXCH TRADED FD TR IIIVZ11,246$232,7920.04%
236UBER TECHNOLOGIES INCUBER3,194$232,7150.04%
237BECTON DICKINSON & COBDX997$228,2890.04%
238REGENCY CTRS CORP7588491032,955$217,9330.04%
239CORTEVA INCCTVA3,444$216,7310.04%
240ADOBE INCADBE562$215,5440.04%
241MONDELEZ INTL INC6092071053,150$213,7340.04%
242BROADRIDGE FINL SOLUTIONS IN11133T103877$212,5230.04%
243SNAP ON INCSNA629$211,8160.04%
244HELMERICH & PAYNE INCHP7,818$204,2040.04%
245SHERWIN WILLIAMS COSHW574$200,4800.04%
246ALLOGENE THERAPEUTICS INCALLO12,111$17,6820.00%