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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

BREWIN DOLPHIN WEALTH MANAGEMENT LTD

Quarter ended Q4 2023 · Filed November 9, 2023 · Accession 0001140361-23-052410

Total Value
$467.8M
Positions
288
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (288)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INTL EQUITY INDEX F922042742658,580$49.3M10.53%
2BERKSHIRE HATHAWAY INC DELBRK-A243,241$43.4M9.28%
3VANGUARD WORLD FDS92204A702148,864$41.5M8.87%
4SPDR S&P 500 ETF TRSPY100,274$30.9M6.61%
5MICROSOFT CORPMSFT148,135$30.1M6.44%
6VANGUARD INDEX FDS92290836362,180$17.6M3.77%
7JOHNSON & JOHNSONJNJ113,805$16.0M3.42%
8ISHARES TR46428754955,038$15.4M3.28%
9ALPHABET INCGOOG10,114$14.3M3.07%
10VISA INCV73,035$14.1M3.02%
11APPLE INCAAPL37,321$13.6M2.91%
12AMAZON COM INCAMZN4,371$12.1M2.58%
13BLACKSTONE GROUP INCBX156,162$8.8M1.89%
14PAYPAL HLDGS INCPYPL41,094$7.2M1.53%
15BECTON DICKINSON & COBDX27,115$6.5M1.39%
16ALPHABET INCGOOG4,318$6.1M1.30%
17FIRST TRUST PORTFOLIOS LP33734510254,017$5.9M1.26%
18BROOKFIELD INFRAST PARTNERSG16252101123,048$5.1M1.08%
19ISHARES TR46428828146,157$5.0M1.08%
20MONDELEZ INTL INC60920710597,309$5.0M1.06%
21PEPSICO INCPEP35,810$4.7M1.01%
22FACEBOOK INCMETA19,077$4.3M0.93%
23RESMED INCRSMDF22,465$4.3M0.92%
24JPMORGAN CHASE & COVYLD42,789$4.0M0.86%
25DISNEY WALT CO25468710634,211$3.8M0.82%
26BERKSHIRE HATHAWAY INC DELBRK-A14$3.7M0.80%
27THERMO FISHER SCIENTIFIC INCTMO9,857$3.6M0.76%
28COLGATE PALMOLIVE COCL47,985$3.5M0.75%
29HOME DEPOT INCHD13,907$3.5M0.74%
30COCA COLA COKO76,789$3.4M0.73%
31INTUITINTU11,086$3.3M0.70%
32PROCTER AND GAMBLE CO74271810925,874$3.1M0.66%
33MASIMO CORPMASI13,435$3.1M0.65%
34LAUDER ESTEE COS INC51843910415,819$3.0M0.64%
35ZOETIS INCZTS19,868$2.7M0.58%
36ADOBE INCADBE6,145$2.7M0.57%
37VERIZON COMMUNICATIONS INCVZ46,576$2.6M0.55%
38FIRST TR NASDAQ-100 TECH IND33733E30211,563$2.0M0.42%
39ALIGN TECHNOLOGY INCALGN6,538$1.8M0.38%
40PFIZER INCPFE53,676$1.8M0.38%
41ISHARES TR46428716821,700$1.8M0.37%
42QUALCOMM INCQCOM18,650$1.7M0.36%
43AMERICAN EXPRESS COAXP17,675$1.7M0.36%
44ALTERYX INC02156B10310,220$1.7M0.36%
45CITIGROUP INCC-PR32,153$1.6M0.35%
46ISHARES TR46428825722,210$1.6M0.35%
473M COMMM9,630$1.5M0.32%
48INVESCO QQQ TRIVZ5,880$1.5M0.31%
49BOOKING HOLDINGS INCBKNG886$1.4M0.30%
50WATERS CORP9418481037,646$1.4M0.29%
51GLOBAL X FDS37954Y88935,500$1.4M0.29%
52BRISTOL-MYERS SQUIBB COCELG-RI22,265$1.3M0.28%
53PHILIP MORRIS INTL INC71817210917,760$1.2M0.27%
54AVALARA INC05338G1068,969$1.2M0.26%
55DEERE & CODE7,300$1.1M0.25%
56ABBVIE INCABBV11,410$1.1M0.24%
57ISHARES TR46428873720,877$1.1M0.23%
58ELECTRONIC ARTS INCEA8,127$1.1M0.23%
59ACTIVISION BLIZZARD INC00507V10913,768$1.0M0.22%
60ALIBABA GROUP HLDG LTDBBAAY4,655$1.0M0.21%
61ISHARES INC46434G82217,577$965,3290.21%
62INTEL CORPINTC15,264$913,2450.20%
63MCDONALDS CORPMCD4,505$831,0370.18%
64ISHARES INC46434G86323,280$746,8220.16%
65ISHARES TR46428732510,603$729,2740.16%
66BROWN FORMAN CORPBF-B10,994$699,8780.15%
67TAIWAN SEMICONDUCTOR MFG LTD87403910011,869$673,8030.14%
68ACCENTURE PLC IRELANDACN3,100$665,6320.14%
69WALMART INCWMT5,556$665,4980.14%
70STRYKER CORPORATIONSYK3,490$628,8630.13%
71SPOTIFY TECHNOLOGY S ASPOT2,403$620,4310.13%
72ALTRIA GROUP INCMO15,355$602,6840.13%
73SERVICENOW INCNOW1,357$549,6660.12%
74ZIMMER BIOMET HOLDINGS INCZBH4,570$545,4750.12%
75KELLOGG COBEKE7,800$515,2680.11%
76CISCO SYS INCCSCO10,789$503,1990.11%
77EXXON MOBIL CORPXOM10,937$489,1030.10%
78MERCK & CO. INCMRK6,000$463,9800.10%
79THOMSON REUTERS CORP.TMSOF6,600$448,6020.10%
80ETF MANAGERS TR26924G4099,140$448,2260.10%
81FIRST TR VALUE LINE DIVID IN33734H10614,780$448,1300.10%
82CHEVRON CORP NEWCVX4,900$437,2270.09%
83KENNEDY-WILSON HOLDINGS INCKW28,181$428,9150.09%
84UNITED PARCEL SERVICE INCUPS3,825$425,2640.09%
85ILLINOIS TOOL WKS INC4523081092,422$423,4870.09%
86SPDR INDEX SHS FDS78463X4597,847$413,3650.09%
87VANGUARD INTL EQUITY INDEX F9220428747,852$395,1910.08%
88LINDE PLCLIN1,715$363,7690.08%
89FEDEX CORPFDX2,415$338,6310.07%
90HORIZON THERAPEUTICS PUB LTDG461881015,700$316,8060.07%
91S&P GLOBAL INCSPGI930$306,4160.07%
92GENERAL ELECTRIC COGE42,990$293,6220.06%
93MEDTRONIC PLCMDT3,000$275,1000.06%
94GOLDMAN SACHS GROUP INCGSCE1,375$271,7280.06%
95MARSH & MCLENNAN COS INC5717481022,360$253,3930.05%
96ISHARES TR4642875801,040$227,7810.05%
97DEXCOM INCDXCM521$211,2130.05%
98NIKE INCNKE2,135$209,3370.04%
99IQIYI INCIQ8,925$206,9710.04%
100CYBERARK SOFTWARE LTDM2682V1082,000$198,5400.04%
101FIRST TR EXCHANGE TRADED FD33734X7705,400$182,8710.04%
102TESLA INCTSLA169$182,4880.04%
103ARDAGH GROUP S AL0223L10114,000$180,7400.04%
104KKR & CO INCKKRT5,700$176,0160.04%
105ORACLE CORPORCL-PD3,082$170,3420.04%
106ROYAL BK CDA7800871022,450$166,1100.04%
107NETFLIX INCNFLX365$166,0900.04%
108INTERNATIONAL BUSINESS MACHSINTR1,345$162,4360.03%
109ISHARES INC4642861783,380$156,3930.03%
110PPG INDS INC6935061071,472$156,1200.03%
111ABBOTT LABSABLZF1,706$155,9800.03%
112HENRY SCHEIN INCHSIC2,650$154,7340.03%
113CATERPILLAR INC DELCAT1,200$151,8000.03%
114ISHARES TR4642874652,472$150,4710.03%
115AKEBIA THERAPEUTICS INCAKBA9,919$134,7000.03%
116BK OF AMERICA CORP0605051045,601$133,0240.03%
117JD.COM INCJDCMF2,200$132,3960.03%
118EBAY INC.EBAY2,500$131,1250.03%
119IPG PHOTONICS CORPIPGP800$128,3120.03%
120BANK NEW YORK MELLON CORP0640581003,233$124,9550.03%
121TELADOC HEALTH INCTDOC650$124,0460.03%
122LILLY ELI & COLLY740$121,4930.03%
123WELLS FARGO CO NEW9497461014,517$115,6350.02%
124MCCORMICK & CO INCMKC-V629$112,8490.02%
125VANGUARD CHARLOTTE FDS92203J4071,860$107,3780.02%
126INTL PAPER CO4601461033,000$105,6300.02%
127CANADIAN IMP BK COMMCNDIF1,548$103,6700.02%
128EXCHANGE TRADED CONCEPTS TR3015057072,350$102,2020.02%
129FRANCO NEV CORPFNV680$94,9550.02%
130FIRST TR EXCHANGE TRADED FD33734X8462,820$93,1730.02%
131ISHARES TR4642887941,500$89,7780.02%
132AT&T INCT-PC2,935$88,7250.02%
133ISHARES TR464287507468$83,2200.02%
134INTERNATIONAL GAME TECHNOLOGINTR9,000$80,1000.02%
135UNIVERSAL DISPLAY CORPOLED500$74,8100.02%
136ARCHER DANIELS MIDLAND COADM1,862$74,2940.02%
137SALESFORCE COM INCCRM385$72,1220.02%
138WALGREENS BOOTS ALLIANCE INC9314271081,675$71,0030.02%
139WESTROCK COWEST2,500$70,6500.02%
140ISHARES TR464288513820$66,9280.01%
141SELECT SECTOR SPDR TR81369Y6052,890$66,8750.01%
142EASTMAN CHEM COEMN920$64,0690.01%
143INVESCO EXCH TRADED FD TR IIIVZ1,630$62,3150.01%
144BROOKFIELD PROPERTY PARTRS LG162491076,300$62,3070.01%
145EATON CORP PLCETN685$59,9240.01%
146REGENERON PHARMACEUTICALSREGN96$59,8700.01%
147VANGUARD WORLD FDS92204A207390$58,3320.01%
148THE TRADE DESK INC88339J105142$57,7230.01%
149SELECT SECTOR SPDR TR81369Y5061,500$56,7750.01%
150PERRIGO CO PLCPRGO1,026$56,7070.01%
151WORKDAY INCWDAY300$56,2080.01%
152SPDR GOLD TRGLD330$55,2320.01%
153OTIS WORLDWIDE CORPOTIS962$54,6990.01%
154ISHARES TR464288414460$53,0840.01%
155SELECT SECTOR SPDR TR81369Y209500$50,0350.01%
156NVIDIA CORPORATIONNVDA131$49,7680.01%
157MERCADOLIBRE INCMELI50$49,2890.01%
158TRIP COM GROUP LTDTRPCF1,850$47,9520.01%
159ISHARES TR464287804700$47,8030.01%
160ISHARES TR4642871841,200$47,6400.01%
161CBRE GROUP INCCBRE1,050$47,4810.01%
162PROSHARES TR74348A467700$47,1450.01%
163VANGUARD WHITEHALL FDS921946885589$45,8010.01%
164COMCAST CORP NEWCCZ1,128$43,9690.01%
165ZOOM VIDEO COMMUNICATIONS INZM170$43,1020.01%
166VANECK VECTORS ETF TR92189F1061,150$42,1820.01%
167VANGUARD SCOTTSDALE FDS92206C664346$39,9250.01%
168WILLIS TOWERS WATSON PLC LTDWTW200$39,3900.01%
169HERSHEY COHSY300$38,8860.01%
170SYSCO CORPSYY700$38,2620.01%
171BP PLCBPPFF1,640$38,2450.01%
172SUN LIFE FINANCIAL INC.SUNFF1,040$38,2200.01%
173CITRIX SYS INC177376100250$36,9780.01%
174MARKEL CORPMKL40$36,9270.01%
175SHOCKWAVE MED INC82489T104745$35,2910.01%
176TELEFLEX INCORPORATEDTFX95$34,5780.01%
177TE CONNECTIVITY LTDTEL424$34,5770.01%
178FASTENAL COFAST800$34,2720.01%
179CHUBB LIMITEDCB267$33,8080.01%
180AGCO CORPAGCO600$33,2760.01%
181STERIS PLCSTE215$32,9900.01%
182VIACOMCBS INC92556H2061,400$32,6480.01%
183DUKE ENERGY CORP NEWDUKB400$31,9560.01%
184AMERICAN AIRLS GROUP INC02376R1022,340$30,5840.01%
185TEXAS INSTRS INC882508104234$29,7110.01%
186UNITEDHEALTH GROUP INCUNH100$29,4950.01%
187ISHARES TR464287234734$29,3530.01%
188SEA LTDSE270$28,9550.01%
189ISHARES TR464288570240$28,3250.01%
190SPDR SER TR78464A870253$28,3230.01%
191AMGEN INCAMGN114$26,8880.01%
192KRAFT HEINZ COKHC834$26,5960.01%
193RYANAIR HOLDINGS PLCRYAOF400$26,5360.01%
194WASTE MGMT INC DEL94106L109250$26,4780.01%
195IDEXX LABS INC45168D10479$26,0830.01%
196FIBROGEN INC31572Q808630$25,5340.01%
197VANGUARD INDEX FDS922908629155$25,4060.01%
198ORMAT TECHNOLOGIES INCORA400$25,3960.01%
199MEDALLIA INC5840211091,000$25,2400.01%
200KEURIG DR PEPPER INCKDP885$25,1340.01%
201WEC ENERGY GROUP INCWEC284$24,8930.01%
202VANGUARD WORLD FDS92204A884260$24,1880.01%
203LULULEMON ATHLETICA INCLULU76$23,7130.01%
204SONOS INCSONO1,600$23,4080.01%
205COMTECH TELECOMMUNICATIONS C2058262091,380$23,3080.00%
206CVS HEALTH CORPCVS357$23,1940.00%
207ATLASSIAN CORP PLCTEAM128$23,0750.00%
208ISHARES TR46432F388317$22,9130.00%
209NICE LTDNCSYF120$22,7090.00%
210DANAHER CORPORATION235851102124$21,9270.00%
211CENTENE CORP DELCNC344$21,8610.00%
212SPLUNK INC848637104110$21,8570.00%
213COGNEX CORPCGNX360$21,4990.00%
214STERICYCLE INC858912108380$21,2720.00%
215NXP SEMICONDUCTORS N VNXPI185$21,0970.00%
216PROTHENA CORP PLCPRTA2,009$21,0140.00%
217PRICE T ROWE GROUP INCTROW170$20,9950.00%
218SOCIEDAD QUIMICA Y MINERA DE833635105800$20,8560.00%
219AUTOMATIC DATA PROCESSING INADP140$20,8450.00%
220T-MOBILE US INCTMUSZ200$20,8300.00%
221HOWARD HUGHES CORPHHH400$20,7800.00%
222BOEING COBA-PA104$19,0630.00%
223GLOBUS MED INCGMED390$18,6070.00%
224COSTCO WHSL CORP NEW22160K10560$18,1930.00%
225AMERICAN WTR WKS CO INC NEW030420103140$18,0120.00%
226RAYTHEON TECHNOLOGIES CORPRTX286$17,6230.00%
227CONSTELLATION BRANDS INCSTZ100$17,4950.00%
228DUPONT DE NEMOURS INCDD316$16,7890.00%
229MORGAN STANLEYMS-PQ340$16,4220.00%
230BIOGEN INCBIIB60$16,0530.00%
231MOLINA HEALTHCARE INCMOH90$16,0180.00%
232MANCHESTER UTD PLC NEWG5784H1061,000$15,8300.00%
233BAXTER INTL INC071813109180$15,4980.00%
234FERRARI N VRACE90$15,3910.00%
235NORTHROP GRUMMAN CORPNOC50$15,3720.00%
236ISHARES TR464287341750$14,6550.00%
237GLOBAL X FDS37954Y319733$14,4840.00%
238UNITED RENTALS INCURI94$14,0100.00%
239CSX CORPCSX194$13,5300.00%
240UNITED AIRLS HLDGS INCUNTCW375$12,9790.00%
241ISHARES TR464288877324$12,9500.00%
242DOW INCDOW316$12,8800.00%
243CITIZENS FINANCIAL GROUP INCCIA484$12,2160.00%
244FIRST TR EXCHANGE TRADED FD33734X192160$11,9200.00%
245TOTAL S.A.TTE300$11,5380.00%
246BRISTOL-MYERS SQUIBB COCELG-RI3,065$10,9730.00%
247LIBERTY GLOBAL PLCLBTYK508$10,9270.00%
248ENTERPRISE PRODS PARTNERS L293792107600$10,9020.00%
249GILEAD SCIENCES INCGILD140$10,7720.00%
250CELANESE CORP DELCE124$10,7060.00%
251AMERICAN INTL GROUP INC026874784335$10,4450.00%
252GW PHARMACEUTICALS PLC36197T10383$10,1860.00%
253ISHARES INC464286640400$10,0800.00%
254AMC ENTMT HLDGS INC00165C1042,200$9,4380.00%
255CONOCOPHILLIPSCOP220$9,2440.00%
256TAPESTRY INCTPR695$9,2300.00%
257OCCIDENTAL PETE CORP674599105457$8,3630.00%
258DELTA AIR LINES INC DELDAL260$7,2930.00%
259TOLL BROTHERS INCTOL200$6,5180.00%
260FORD MTR CO DEL3453708601,048$6,3720.00%
261PJT PARTNERS INCPJT114$5,8530.00%
262KIRKLAND LAKE GOLD LTD49741E100135$5,5670.00%
263AMARIN CORP PLCAMRN800$5,5360.00%
264TAKEDA PHARMACEUTICAL CO LTDTKPHF300$5,3790.00%
265SPDR SER TR78464A797160$5,0460.00%
266SEAGATE TECHNOLOGY PLCSTX100$4,8410.00%
267TRUIST FINL CORP89832Q109128$4,8060.00%
268EXCHANGE TRADED CONCEPTS TR301505889100$4,6710.00%
269LIBERTY GLOBAL PLCLBTYK207$4,5250.00%
270PITNEY BOWES INCPBI-PB1,600$4,1600.00%
271PALO ALTO NETWORKS INCPANW18$4,1340.00%
272MAGENTA THERAPEUTICS INC55910K108550$4,1310.00%
273KOHLS CORPKSS190$3,9460.00%
274ROYAL DUTCH SHELL PLC780259107129$3,9280.00%
275INTUITIVE SURGICAL INCISRG6$3,4190.00%
276MSCI INCMSCI10$3,3380.00%
277CYRUSONE INC23283R10045$3,2740.00%
278ADVANCED MICRO DEVICES INCAMD60$3,1570.00%
279COVETRUS INC22304C100160$2,8620.00%
280CARRIER GLOBAL CORPORATIONCARR124$2,7550.00%
281CHEMOURS COCC148$2,2720.00%
282WABTEC92974010838$2,1880.00%
283CANOPY GROWTH CORPCGC110$1,7780.00%
284VERASTEM INCVSTM537$9240.00%
285CEVA INCCEVA21$7860.00%
286LIBERTY LATIN AMERICA LTDLILAB63$5950.00%
287LIBERTY LATIN AMERICA LTDLILAB25$2430.00%
288T-MOBILE US INCTMUSZ200$340.00%