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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 0001140361-23-052415

Total Value
$541.2M
Positions
292
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (292)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INTL EQUITY INDEX F922042742768,178$61.9M11.45%
2BERKSHIRE HATHAWAY INC DELBRK-A274,775$58.5M10.81%
3VANGUARD WORLD FDS92204A702159,673$49.7M9.19%
4SPDR S&P 500 ETF TRSPY102,965$34.5M6.37%
5MICROSOFT CORPMSFT150,216$31.6M5.84%
6VANGUARD INDEX FDS92290836376,953$23.7M4.37%
7ISHARES TR46428754963,369$19.6M3.62%
8JOHNSON & JOHNSONJNJ115,350$17.2M3.17%
9APPLE INCAAPL141,811$16.4M3.03%
10ALPHABET INCGOOG10,328$15.1M2.80%
11VISA INCV73,417$14.7M2.71%
12AMAZON COM INCAMZN4,475$14.1M2.60%
13BLACKSTONE GROUP INCBX162,337$8.5M1.57%
14PAYPAL HLDGS INCPYPL41,254$8.1M1.50%
15FIRST TR NASDAQ 100 TECH IND33734510254,312$6.4M1.18%
16ALPHABET INCGOOG4,328$6.4M1.18%
17BECTON DICKINSON & COBDX26,955$6.3M1.16%
18BROOKFIELD INFRAST PARTNERSG16252101125,268$6.0M1.10%
19MONDELEZ INTL INC60920710592,454$5.3M0.98%
20FACEBOOK INCMETA20,072$5.3M0.97%
21PEPSICO INCPEP35,810$5.0M0.92%
22ISHARES TR46428828144,702$5.0M0.92%
23BERKSHIRE HATHAWAY INC DELBRK-A14$4.5M0.83%
24THERMO FISHER SCIENTIFIC INCTMO10,088$4.5M0.82%
25PROCTER AND GAMBLE CO74271810930,518$4.2M0.78%
26DISNEY WALT CO25468710633,831$4.2M0.78%
27JPMORGAN CHASE & COVYLD43,226$4.2M0.77%
28HOME DEPOT INCHD14,193$3.9M0.73%
29RESMED INCRSMDF21,695$3.7M0.69%
30COLGATE PALMOLIVE COCL48,010$3.7M0.68%
31COCA COLA COKO74,789$3.7M0.68%
32INTUITINTU11,219$3.7M0.68%
33LAUDER ESTEE COS INC51843910416,383$3.6M0.66%
34ZOETIS INCZTS20,661$3.4M0.63%
35MASIMO CORPMASI14,259$3.4M0.62%
36ADOBE SYSTEMS INCORPORATEDADBE6,509$3.2M0.59%
37VERIZON COMMUNICATIONS INCVZ44,983$2.7M0.49%
38FIRST TR EXCHANGE-TRADED FD33733E30211,888$2.2M0.41%
39QUALCOMM INCQCOM18,650$2.2M0.41%
40ALIGN TECHNOLOGY INCALGN6,489$2.1M0.39%
41PFIZER INCPFE54,102$2.0M0.37%
42ACTIVISION BLIZZARD INC00507V10923,452$1.9M0.35%
43ELECTRONIC ARTS INCEA13,820$1.8M0.33%
44ISHARES TR46428825722,210$1.8M0.33%
45AMERICAN EXPRESS COAXP17,675$1.8M0.33%
463M COMMM10,296$1.6M0.30%
47INVESCO QQQ TRIVZ5,880$1.6M0.30%
48ISHARES TR46428716819,955$1.6M0.30%
49DEERE & CODE7,300$1.6M0.30%
50WATERS CORP9418481037,846$1.5M0.28%
51GLOBAL X FDS37954Y88935,500$1.5M0.27%
52ALIBABA GROUP HLDG LTDBBAAY4,755$1.4M0.26%
53ALTERYX INC02156B10312,301$1.4M0.26%
54AVALARA INC05338G10610,708$1.4M0.25%
55BRISTOL-MYERS SQUIBB COCELG-RI22,265$1.3M0.25%
56PHILIP MORRIS INTL INC71817210917,510$1.3M0.24%
57ISHARES TR46428873722,736$1.3M0.23%
58AMPHENOL CORP NEW0320951019,891$1.1M0.20%
59ISHARES INC46434G82218,027$1.1M0.20%
60ABBVIE INCABBV11,410$999,4020.18%
61MCDONALDS CORPMCD4,537$995,8260.18%
62NIKE INCNKE7,833$983,3550.18%
63ISHARES TR46428732512,503$897,9650.17%
64ISHARES INC46434G86323,280$829,0010.15%
65BROWN FORMAN CORPBF-B10,994$828,0680.15%
66WALMART INCWMT5,572$779,5790.14%
67STRYKER CORPORATIONSYK3,490$727,2110.13%
68ACCENTURE PLC IRELANDACN3,100$700,5690.13%
69UNITED PARCEL SERVICE INCUPS3,825$637,3600.12%
70SERVICENOW INCNOW1,300$630,5000.12%
71ZIMMER BIOMET HOLDINGS INCZBH4,570$622,1600.11%
72FEDEX CORPFDX2,415$607,4210.11%
73ALTRIA GROUP INCMO15,355$593,3170.11%
74INTEL CORPINTC11,104$574,9650.11%
75THOMSON REUTERS CORP.TMSOF6,600$526,4820.10%
76FIRST TR EXCHANGE TRADED FD33734X84614,555$506,5140.09%
77KELLOGG COBEKE7,800$503,8020.09%
78ETF MANAGERS TR26924G4099,200$500,4800.09%
79MERCK & CO. INCMRK6,000$497,7000.09%
80FIRST TR VALUE LINE DIVID IN33734H10615,130$475,9900.09%
81ILLINOIS TOOL WKS INC4523081092,422$467,9550.09%
82S&P GLOBAL INCSPGI1,263$455,4380.08%
83SPDR INDEX SHS FDS78463X4598,152$433,3030.08%
84CISCO SYS INCCSCO10,779$424,5850.08%
85TESLA INCTSLA988$423,8620.08%
86CHEVRON CORP NEWCVX5,786$416,5920.08%
87VANGUARD INTL EQUITY INDEX F9220428747,852$411,6800.08%
88LINDE PLCLIN1,715$408,3930.08%
89EXXON MOBIL CORPXOM11,268$386,8300.07%
90HORIZON THERAPEUTICS PUB LG461881014,900$380,6320.07%
91KENNEDY-WILSON HOLDINGS INCKW26,181$380,1480.07%
92VANECK VECTORS ETF TR92189F1069,100$356,3560.07%
93SPOTIFY TECHNOLOGY S ASPOT1,332$323,1030.06%
94MEDTRONIC PLCMDT3,000$311,7600.06%
95ISHARES TR4642875801,040$260,0130.05%
96FIRST TR EXCHANGE TRADED FD33734X7706,300$249,6690.05%
97MARSH & MCLENNAN COS INC5717481022,060$236,2820.04%
98CYBERARK SOFTWARE LTDM2682V1082,000$206,8400.04%
99CITIGROUP INCC-PR4,763$205,3330.04%
100GENERAL ELECTRIC COGE32,340$201,4780.04%
101ARDAGH GROUP S AL0223L10114,000$196,7000.04%
102KKR & CO INCKKRT5,700$195,7380.04%
103BOOKING HOLDINGS INCBKNG114$195,0180.04%
104DEXCOM INCDXCM455$187,5650.03%
105ABBOTT LABSABLZF1,706$185,6640.03%
106ORACLE CORPORCL-PD3,082$183,9950.03%
107NETFLIX INCNFLX365$182,5110.03%
108PPG INDS INC6935061071,472$179,7020.03%
109CATERPILLAR INC DELCAT1,200$178,9800.03%
110ROYAL BK CDA7800871022,450$171,8430.03%
111JD.COM INCJDCMF2,200$170,7420.03%
112INTERNATIONAL BUSINESS MACHSINTR1,345$163,6460.03%
113ISHARES INC4642861783,380$162,2990.03%
114ISHARES TR4642874652,472$157,3430.03%
115TELADOC HEALTH INCTDOC650$142,5060.03%
116AT&T INCT-PC4,794$136,6770.03%
117IPG PHOTONICS CORPIPGP800$135,9760.03%
118EBAY INC.EBAY2,500$130,2500.02%
119HENRY SCHEIN INCHSIC2,150$126,3770.02%
120INTERNATIONAL PAPER CO4601461033,000$121,6200.02%
121BK OF AMERICA CORP0605051045,037$121,3410.02%
122CANADIAN IMP BK COMMCNDIF1,548$115,6670.02%
123LILLY ELI & COLLY776$114,8640.02%
124EXCHANGE TRADED CONCEPTS TR3015057072,350$113,1530.02%
125VANGUARD CHARLOTTE FDS92203J4071,860$108,2240.02%
126BANK NEW YORK MELLON CORP0640581003,065$105,2520.02%
127MCCORMICK & CO INCMKC-V504$97,8260.02%
128SALESFORCE COM INCCRM385$96,7580.02%
129ISHARES TR464288414820$95,0630.02%
130FRANCO NEV CORPFNV680$94,9140.02%
131ISHARES TR4642887941,500$93,0180.02%
132GOLDMAN SACHS GROUP INCGSCE450$90,4370.02%
133UNIVERSAL DISPLAY CORPOLED500$90,3700.02%
134WESTROCK COWEST2,500$86,8500.02%
135ISHARES TR464287507468$86,7250.02%
136ARCHER DANIELS MIDLAND COADM1,862$86,5640.02%
137FIRST TR EXCHANGE-TRADED FD33733E1041,325$83,8330.02%
138WELLS FARGO CO NEW9497461013,477$81,7440.02%
139BROOKFIELD PROPERTY PARTRS LG162491076,300$75,7890.01%
140CEL-SCI CORPCVM5,500$70,1250.01%
141EATON CORP PLCETN685$69,8910.01%
142ISHARES TR464288513820$68,7980.01%
143WORKDAY INCWDAY300$64,5390.01%
144VANGUARD WORLD FDS92204A207390$63,7100.01%
145EASTMAN CHEM COEMN800$62,4960.01%
146INVESCO EXCH TRADED FD TR IIIVZ1,630$61,1090.01%
147COMCAST CORP NEWCCZ1,298$60,0450.01%
148IQIYI INCIQ2,600$58,7080.01%
149SPDR GOLD TRGLD330$58,4500.01%
150TRIP COM GROUP LTDTRPCF1,850$57,6090.01%
151SHOCKWAVE MED INC82489T104745$56,4710.01%
152OTIS WORLDWIDE CORPOTIS900$56,1780.01%
153SELECT SECTOR SPDR TR81369Y6052,300$55,3610.01%
154WILLIS TOWERS WATSON PLC LTDWTW260$54,2930.01%
155MERCADOLIBRE INCMELI50$54,1240.01%
156ZOOM VIDEO COMMUNICATIONS INZM115$54,0630.01%
157REGENERON PHARMACEUTICALSREGN96$53,7390.01%
158SELECT SECTOR SPDR TR81369Y209500$52,7400.01%
159PROSHARES TR74348A467700$50,5050.01%
160ISHARES TR4642871841,200$50,4000.01%
161WALGREENS BOOTS ALLIANCE INC9314271081,400$50,2880.01%
162ISHARES TR464287804700$49,1610.01%
163FIRST TR EXCHANGE TRADED FD33734X192610$47,8790.01%
164DOCUSIGN INCDOCU220$47,3530.01%
165PERRIGO CO PLCPRGO1,026$47,1040.01%
166VANGUARD WHITEHALL FDS921946885589$46,4720.01%
167ISHARES TR464287499800$45,9040.01%
168SELECT SECTOR SPDR TR81369Y5061,500$44,9250.01%
169AGCO CORPAGCO600$44,5620.01%
170SYSCO CORPSYY700$43,5540.01%
171HERSHEY COHSY300$43,0020.01%
172SUN LIFE FINANCIAL INC.SUNFF1,040$42,3590.01%
173VANGUARD SCOTTSDALE FDS92206C664346$41,8450.01%
174TE CONNECTIVITY LTDTEL424$41,4420.01%
175VIACOMCBS INC92556H2061,400$39,2140.01%
176MARKEL CORPMKL40$38,9480.01%
177MORGAN STANLEYMS-PQ800$38,6800.01%
178STERIS PLCSTE215$37,8810.01%
179THE TRADE DESK INC88339J10572$37,3520.01%
180DUPONT DE NEMOURS INCDD667$37,0050.01%
181AMGEN INCAMGN144$36,5990.01%
182NVIDIA CORPORATIONNVDA67$36,2620.01%
183FASTENAL COFAST800$36,0720.01%
184WASTE MGMT INC DEL94106L109316$35,7620.01%
185APPLIED MATLS INC038222105600$35,6700.01%
186DUKE ENERGY CORP NEWDUKB400$35,4240.01%
187CBRE GROUP INCCBRE736$34,5700.01%
188CITRIX SYS INC177376100250$34,4280.01%
189DANAHER CORPORATION235851102158$34,0220.01%
190TEXAS INSTRS INC882508104234$33,4130.01%
191RYANAIR HOLDINGS PLCRYAOF400$32,7040.01%
192TELEFLEX INCORPORATEDTFX95$32,3400.01%
193DOW INCDOW667$31,3820.01%
194CHUBB LIMITEDCB267$31,0040.01%
195ISHARES TR464288570240$30,7080.01%
196BP PLCBPPFF1,714$29,9260.01%
197SELECT SECTOR SPDR TR81369Y803242$28,2410.01%
198SPDR SER TR78464A870253$28,1920.01%
199ISHARES INC46434G103533$28,1420.01%
200GILEAD SCIENCES INCGILD440$27,8040.01%
201VANGUARD INDEX FDS922908629155$27,3200.01%
202VANGUARD WORLD FDS92204A884260$26,4860.00%
203SOCIEDAD QUIMICA Y MINERA DE833635105800$25,9360.00%
204FIBROGEN INC31572Q808630$25,9060.00%
205BANDWIDTH INCBAND145$25,3130.00%
206KRAFT HEINZ COKHC834$24,9780.00%
207KEURIG DR PEPPER INCKDP885$24,4260.00%
208SONOS INCSONO1,600$24,2880.00%
209STERICYCLE INC858912108380$23,9630.00%
210ORMAT TECHNOLOGIES INCORA400$23,6440.00%
211ISHARES TR464287655156$23,3670.00%
212NXP SEMICONDUCTORS N VNXPI185$23,0900.00%
213HOWARD HUGHES CORPHHH400$23,0400.00%
214CVS HEALTH CORPCVS357$20,8490.00%
215PROTHENA CORP PLCPRTA2,009$20,0700.00%
216COMTECH TELECOMMUNICATIONS C2058262091,380$19,3200.00%
217ROYAL CARIBBEAN GROUPV7780T103270$17,4770.00%
218BIOGEN INCBIIB60$17,0210.00%
219FERRARI N VRACE90$16,5680.00%
220MONGODB INCMDB70$16,2060.00%
221CROWDSTRIKE HLDGS INCCRWD110$15,1050.00%
222AMERICAN AIRLS GROUP INC02376R1021,215$14,9320.00%
223GLOBAL X FDS37954Y319733$14,6420.00%
224SPLUNK INC84863710475$14,1100.00%
225ISHARES TR464287234306$13,4920.00%
226UNITED AIRLS HLDGS INCUNTCW375$13,0310.00%
227BOEING COBA-PA75$12,3950.00%
228HOTH THERAPEUTICS INCHOTH6,000$11,8200.00%
229BOSTON SCIENTIFIC CORPBSX300$11,4630.00%
230TAPESTRY INCTPR695$10,8630.00%
231ONEOK INC NEWOKE400$10,3920.00%
232BIOSIG TECHNOLOGIES INC09073N2012,000$9,8600.00%
233BEAM THERAPEUTICS INCBEAM400$9,8480.00%
234ISHARES INC464286640400$9,6360.00%
235VERTEX PHARMACEUTICALS INCVRTX35$9,5240.00%
236ENTERPRISE PRODS PARTNERS L293792107600$9,4740.00%
237AMERICAN INTL GROUP INC026874784335$9,2230.00%
238COSTCO WHSL CORP NEW22160K10524$8,5200.00%
239PITNEY BOWES INCPBI-PB1,600$8,4960.00%
240GW PHARMACEUTICALS PLC36197T10383$8,0800.00%
241DELTA AIR LINES INC DELDAL260$7,9510.00%
242EDITAS MEDICINE INCEDIT280$7,8570.00%
243WEC ENERGY GROUP INCWEC74$7,1710.00%
244FORD MTR CO DEL3453708601,048$6,9800.00%
245BRISTOL-MYERS SQUIBB COCELG-RI3,065$6,8960.00%
246UNITEDHEALTH GROUP INCUNH22$6,8590.00%
247SPERO THERAPEUTICS INCSPRO600$6,6960.00%
248KIRKLAND LAKE GOLD LTD49741E100135$6,5790.00%
249T-MOBILE US INCTMUSZ52$5,9470.00%
250MODERNA INCMRNA84$5,9430.00%
251MICRON TECHNOLOGY INCMU125$5,8700.00%
252TAIWAN SEMICONDUCTOR MFG LTD87403910072$5,8370.00%
253NORFOLK SOUTHN CORP65584410826$5,5640.00%
254DOLLAR GEN CORP NEW25667710526$5,4500.00%
255PJT PARTNERS INCPJT89$5,3940.00%
256TAKEDA PHARMACEUTICAL CO LTDTKPHF300$5,3520.00%
257AUTOMATIC DATA PROCESSING INADP38$5,3010.00%
258CSX CORPCSX68$5,2820.00%
259EXCHANGE TRADED CONCEPTS TR301505889100$5,2230.00%
260AMERICAN WTR WKS CO INC NEW03042010336$5,2160.00%
261SEAGATE TECHNOLOGY PLCSTX100$4,9270.00%
262ADVANCED MICRO DEVICES INCAMD60$4,9190.00%
263AUTOZONE INCAZO4$4,7110.00%
264CHURCH & DWIGHT INCCHD48$4,4980.00%
265NORTHROP GRUMMAN CORPNOC14$4,4170.00%
266PALO ALTO NETWORKS INCPANW18$4,4060.00%
267INTUITIVE SURGICAL INCISRG6$4,2570.00%
268TRUIST FINL CORP89832Q109110$4,1860.00%
269COVETRUS INC22304C100160$3,9040.00%
270BAXTER INTL INC07181310948$3,8600.00%
271MAGENTA THERAPEUTICS INC55910K108550$3,7400.00%
272BURLINGTON STORES INCBURL18$3,7100.00%
273MSCI INCMSCI10$3,5680.00%
274CENTENE CORP DELCNC58$3,3830.00%
275AMARIN CORP PLCAMRN800$3,3680.00%
276CITIZENS FINL GROUP INCCIA126$3,1850.00%
277CYRUSONE INC23283R10045$3,1510.00%
278ROYAL DUTCH SHELL PLC780259107129$3,1240.00%
279CHEMOURS COCC148$3,0950.00%
280OCCIDENTAL PETE CORP674599105293$2,9330.00%
281ALEXION PHARMACEUTICALS INC01535110924$2,7460.00%
282TOTAL SETTE80$2,7440.00%
283WABTEC92974010842$2,5990.00%
284RAYTHEON TECHNOLOGIES CORPRTX42$2,4170.00%
285M & T BK CORP55261F10424$2,2100.00%
286CONOCOPHILLIPSCOP58$1,9050.00%
287CANOPY GROWTH CORPCGC110$1,5750.00%
288KOHLS CORPKSS50$9270.00%
289CEVA INCCEVA21$8270.00%
290VERASTEM INCVSTM537$6500.00%
291OCCIDENTAL PETE CORP67459916256$1680.00%
292CELSION CORP15117N50379$580.00%