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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 0001140361-23-052419

Total Value
$594.2M
Positions
279
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (279)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A292,693$67.9M11.42%
2VANGUARD WORLD FDS92204A702159,221$56.3M9.48%
3VANGUARD INTL EQUITY INDEX F922042742554,557$51.3M8.64%
4SPDR S&P 500 ETF TRSPY103,765$38.8M6.53%
5MICROSOFT CORPMSFT149,346$33.2M5.59%
6VANGUARD INDEX FDS92290836382,748$28.4M4.79%
7ISHARES TR46428754962,417$21.8M3.67%
8JOHNSON & JOHNSONJNJ115,838$18.2M3.07%
9ALPHABET INCGOOG10,395$18.2M3.07%
10APPLE INCAAPL131,493$17.4M2.94%
11VISA INCV75,835$16.6M2.79%
12AMAZON COM INCAMZN4,535$14.8M2.49%
13BLACKSTONE GROUP INCBX159,147$10.3M1.74%
14PAYPAL HLDGS INCPYPL39,118$9.2M1.54%
15ALPHABET INCGOOG4,369$7.7M1.29%
16FIRST TR NASDAQ 100 TECH IND33734510253,737$7.4M1.25%
17BECTON DICKINSON & COBDX26,905$6.7M1.13%
18DISNEY WALT CO25468710635,608$6.5M1.09%
19BROOKFIELD INFRAST PARTNERSG16252101126,678$6.3M1.05%
20FACEBOOK INCMETA20,512$5.6M0.94%
21JPMORGAN CHASE & COVYLD42,726$5.4M0.91%
22MONDELEZ INTL INC60920710591,029$5.3M0.90%
23ISHARES TR46428828145,340$5.3M0.88%
24PEPSICO INCPEP35,320$5.2M0.88%
25BERKSHIRE HATHAWAY INC DELBRK-A14$4.9M0.82%
26THERMO FISHER SCIENTIFIC INCTMO10,257$4.8M0.80%
27RESMED INCRSMDF21,695$4.6M0.78%
28INTUITINTU11,814$4.5M0.76%
29LAUDER ESTEE COS INC51843910416,392$4.4M0.73%
30PROCTER AND GAMBLE CO74271810930,535$4.2M0.71%
31COLGATE PALMOLIVE COCL48,010$4.1M0.69%
32MASIMO CORPMASI15,086$4.0M0.68%
33COCA COLA COKO72,589$4.0M0.67%
34HOME DEPOT INCHD13,606$3.6M0.61%
35ZOETIS INCZTS21,594$3.6M0.60%
36ALIGN TECHNOLOGY INCALGN6,281$3.4M0.56%
37ADOBE SYSTEMS INCORPORATEDADBE6,677$3.3M0.56%
38NIKE INCNKE20,718$2.9M0.49%
39QUALCOMM INCQCOM18,330$2.8M0.47%
40VERIZON COMMUNICATIONS INCVZ44,658$2.6M0.44%
41ACTIVISION BLIZZARD INC00507V10928,221$2.6M0.44%
42FIRST TR EXCHANGE-TRADED FD33733E30211,938$2.5M0.43%
43AMERICAN EXPRESS COAXP17,675$2.1M0.36%
44ELECTRONIC ARTS INCEA14,824$2.1M0.36%
45AVALARA INC05338G10612,309$2.0M0.34%
46PFIZER INCPFE53,852$2.0M0.33%
47DEERE & CODE7,300$2.0M0.33%
48AMPHENOL CORP NEW03209510114,655$1.9M0.32%
49INVESCO QQQ TRIVZ5,880$1.8M0.31%
50ISHARES TR46428716819,110$1.8M0.31%
51WATERS CORP9418481037,359$1.8M0.31%
52GLOBAL X FDS37954Y88936,832$1.7M0.29%
53ISHARES TR46428825718,710$1.7M0.29%
543M COMMM9,252$1.6M0.27%
55ALTERYX INC02156B10312,521$1.5M0.26%
56PHILIP MORRIS INTL INC71817210916,910$1.4M0.24%
57ALIBABA GROUP HLDG LTDBBAAY5,922$1.4M0.23%
58BRISTOL-MYERS SQUIBB COCELG-RI22,150$1.4M0.23%
59ISHARES TR46428873722,591$1.3M0.22%
60ISHARES INC46434G82218,027$1.2M0.20%
61ABBVIE INCABBV11,280$1.2M0.20%
62ISHARES INC46434G86323,280$977,2940.16%
63MCDONALDS CORPMCD4,537$973,5490.16%
64ISHARES TR46428732512,623$965,0280.16%
65BROWN FORMAN CORPBF-B10,994$873,2530.15%
66STRYKER CORPORATIONSYK3,490$855,1900.14%
67ACCENTURE PLC IRELANDACN3,100$809,7510.14%
68WALMART INCWMT5,572$803,2040.14%
69FIRST TR EXCHANGE TRADED FD33734X84617,660$783,7510.13%
70SERVICENOW INCNOW1,300$715,5590.12%
71TESLA INCTSLA1,008$711,3150.12%
72ZIMMER BIOMET HOLDINGS INCZBH4,570$704,1910.12%
73ALTRIA GROUP INCMO15,355$629,5550.11%
74ETF MANAGERS TR26924G4099,200$611,9840.10%
75FEDEX CORPFDX2,315$601,0200.10%
76UNITED PARCEL SERVICE INCUPS3,555$598,6620.10%
77THOMSON REUTERS CORP.TMSOF6,600$540,4740.09%
78ISHARES TR4642875807,280$513,2400.09%
79S&P GLOBAL INCSPGI1,543$507,2300.09%
80FIRST TR VALUE LINE DIVID IN33734H10614,305$501,6760.08%
81ILLINOIS TOOL WKS INC4523081092,422$493,7970.08%
82SPDR INDEX SHS FDS78463X4598,152$491,8920.08%
83MERCK & CO. INCMRK6,000$490,8000.08%
84INTEL CORPINTC9,754$485,9440.08%
85KELLOGG COBEKE7,800$485,3940.08%
86VANGUARD INTL EQUITY INDEX F9220428747,852$473,0040.08%
87CHEVRON CORP NEWCVX5,510$465,3200.08%
88LINDE PLCLIN1,715$451,9200.08%
89KENNEDY-WILSON HOLDINGS INCKW24,181$432,5980.07%
90SPOTIFY TECHNOLOGY S ASPOT1,332$419,1270.07%
91FIRST TR EXCHANGE TRADED FD33734X7708,470$384,4610.06%
92HORIZON THERAPEUTICS PUB LG461881014,900$358,4350.06%
93MEDTRONIC PLCMDT3,000$351,4200.06%
94CISCO SYS INCCSCO7,395$330,9260.06%
95VANECK VECTORS ETF TR92189F1069,100$327,7820.06%
96CYBERARK SOFTWARE LTDM2682V1082,000$323,1800.05%
97EXXON MOBIL CORPXOM7,528$310,3040.05%
98BOOKING HOLDINGS INCBKNG121$269,5000.05%
99CITIGROUP INCC-PR3,935$242,6320.04%
100ARDAGH GROUP S AL0223L10114,000$240,9400.04%
101KKR & CO INCKKRT5,700$230,7930.04%
102MARSH & MCLENNAN COS INC5717481021,960$229,3200.04%
103INTERNATIONAL PAPER CO4601461034,500$223,7400.04%
104CATERPILLAR INCCAT1,200$218,4240.04%
105PPG INDS INC6935061071,472$212,2920.04%
106ROYAL BK CDA7800871022,450$201,0470.03%
107ORACLE CORPORCL-PD3,082$199,3750.03%
108GENERAL ELECTRIC COGE18,440$199,1520.03%
109NETFLIX INCNFLX365$197,3660.03%
110JD.COM INCJDCMF2,200$193,3800.03%
111WESTROCK COWEST4,300$187,1790.03%
112ABBOTT LABSABLZF1,706$186,7900.03%
113IPG PHOTONICS CORPIPGP800$179,0320.03%
114ISHARES INC4642861783,380$171,4880.03%
115INTERNATIONAL BUSINESS MACHSINTR1,345$169,3090.03%
116DEXCOM INCDXCM455$168,2230.03%
117GOLDMAN SACHS GROUP INCGSCE600$158,2260.03%
118HENRY SCHEIN INCHSIC2,150$143,7490.02%
119EXCHANGE TRADED CONCEPTS TR3015057072,350$143,0920.02%
120FIRST TR EXCHANGE TRADED FD33734X1921,420$134,9430.02%
121LILLY ELI & COLLY776$131,0200.02%
122WILLIS TOWERS WATSON PLC LTDWTW620$130,6220.02%
123TELADOC HEALTH INCTDOC650$129,9740.02%
124VIATRIS INCVTRS6,880$128,9310.02%
125BANK NEW YORK MELLON CORP0640581003,009$127,7020.02%
126EBAY INC.EBAY2,500$125,6250.02%
127SALESFORCE COM INCCRM540$120,1660.02%
128ISHARES TR4642887941,500$119,3100.02%
129UNIVERSAL DISPLAY CORPOLED500$114,9000.02%
130VANGUARD CHARLOTTE FDS92203J4071,860$108,9030.02%
131SELECT SECTOR SPDR TR81369Y5062,600$98,5400.02%
132NIO INCNIOIF1,980$96,5050.02%
133ISHARES TR464288414820$96,1040.02%
134ARCHER DANIELS MIDLAND COADM1,862$93,8630.02%
135BROOKFIELD PROPERTY PARTRS LG162491076,300$91,1610.02%
136FIRST TR EXCHANGE-TRADED FD33733E1041,325$89,4380.02%
137FRANCO NEV CORPFNV680$85,2240.01%
138MERCADOLIBRE INCMELI50$83,7610.01%
139WELLS FARGO CO NEW9497461012,737$82,6030.01%
140EATON CORP PLCETN685$82,2960.01%
141EASTMAN CHEM COEMN800$80,2240.01%
142APPLIED MATLS INC038222105915$78,9650.01%
143SHOCKWAVE MED INC82489T104745$77,2710.01%
144WORKDAY INCWDAY300$71,8830.01%
145ISHARES TR464288513820$71,5860.01%
146ISHARES INC46434G1031,133$70,2910.01%
147VANGUARD WORLD FDS92204A207390$67,8290.01%
148SELECT SECTOR SPDR TR81369Y6052,300$67,8040.01%
149BK OF AMERICA CORP0605051042,187$66,2880.01%
150CEL-SCI CORPCVM5,500$64,1300.01%
151TRIP COM GROUP LTDTRPCF1,850$62,4010.01%
152AGCO CORPAGCO600$61,8540.01%
153OTIS WORLDWIDE CORPOTIS900$60,7950.01%
154SPDR GOLD TRGLD330$58,8590.01%
155MCCORMICK & CO INCMKC-V608$58,1250.01%
156THE TRADE DESK INC88339J10572$57,6720.01%
157SELECT SECTOR SPDR TR81369Y209500$56,7200.01%
158PROSHARES TR74348A467700$55,9160.01%
159ISHARES TR4642871841,200$55,7160.01%
160MORGAN STANLEYMS-PQ800$54,8240.01%
161VANGUARD SCOTTSDALE FDS92206C664346$54,7610.01%
162SYSCO CORPSYY700$51,9820.01%
163AT&T INCT-PC1,709$49,1510.01%
164VANGUARD WHITEHALL FDS921946885589$48,4750.01%
165REGENERON PHARMACEUTICALSREGN96$46,3790.01%
166SUN LIFE FINANCIAL INC.SUNFF1,040$46,2380.01%
167HERSHEY COHSY300$45,6990.01%
168INVESCO EXCH TRADED FD TR IIIVZ830$41,8150.01%
169MARKEL CORPMKL40$41,3320.01%
170CHUBB LIMITEDCB267$41,0970.01%
171STERIS PLCSTE215$40,7510.01%
172ARK ETF TR00214Q104325$40,4590.01%
173SOCIEDAD QUIMICA Y MINERA DE833635105800$39,2720.01%
174TELEFLEX INCORPORATEDTFX95$39,0990.01%
175FASTENAL COFAST800$39,0640.01%
176CBRE GROUP INCCBRE620$38,8860.01%
177ZOOM VIDEO COMMUNICATIONS INZM115$38,7920.01%
178KBR INCKBR1,235$38,1990.01%
179VANGUARD WORLD FDS92204A504170$38,0340.01%
180CROWDSTRIKE HLDGS INCCRWD179$37,9160.01%
181INTUITIVE SURGICAL INCISRG46$37,6330.01%
182SONOS INCSONO1,600$37,4240.01%
183ORMAT TECHNOLOGIES INCORA400$36,1120.01%
184WALGREENS BOOTS ALLIANCE INC931427108900$35,8920.01%
185SPDR SER TR78464A870253$35,6170.01%
186COMCAST CORP NEWCCZ678$35,5270.01%
187PINTEREST INCPINS535$35,2570.01%
188DANAHER CORPORATION235851102158$35,0980.01%
189NVIDIA CORPORATIONNVDA67$34,9870.01%
190NOVOCURE LTDNVCR200$34,6080.01%
191INTERCONTINENTAL EXCHANGE IN45866F104300$34,5870.01%
192ISHARES TR464288570480$34,3390.01%
193BP PLCBPPFF1,640$33,6530.01%
194BEAM THERAPEUTICS INCBEAM400$32,6560.01%
195PELOTON INTERACTIVE INCPTON215$32,6200.01%
196CITRIX SYS INC177376100250$32,5250.01%
197VANGUARD INDEX FDS922908629155$32,0490.01%
198HOWARD HUGHES CORPHHH400$31,5720.01%
199SELECT SECTOR SPDR TR81369Y803242$31,4650.01%
200VANGUARD WORLD FDS92204A884260$31,2520.01%
201BROOKFIELD ASSET MGMT INC112585104750$30,9530.01%
202ETSY INCETSY172$30,6010.01%
203HUBSPOT INCHUBS75$29,7330.01%
204NXP SEMICONDUCTORS N VNXPI185$29,4170.00%
205KRAFT HEINZ COKHC834$28,9060.00%
206KEURIG DR PEPPER INCKDP885$28,3200.00%
207RYANAIR HOLDINGS PLCRYAOF250$27,4950.00%
208AUTODESK INCADSK90$27,4810.00%
209ROKU INCROKU81$26,8940.00%
210ONEOK INC NEWOKE696$26,7120.00%
211STERICYCLE INC858912108380$26,3450.00%
212MONGODB INCMDB70$25,1330.00%
213TE CONNECTIVITY LTDTEL200$24,2140.00%
214PROTHENA CORP PLCPRTA2,009$24,1280.00%
215VERTEX PHARMACEUTICALS INCVRTX101$23,8700.00%
216FRESHPET INCFRPT165$23,4280.00%
217MODERNA INCMRNA224$23,4010.00%
218COUPA SOFTWARE INC22266L10669$23,3850.00%
219FIBROGEN INC31572Q808630$23,3670.00%
220DUPONT DE NEMOURS INCDD316$22,4710.00%
221BANDWIDTH INCBAND145$22,2820.00%
222WISDOMTREE TRWT410$21,9680.00%
223AERCAP HOLDINGS NVAER480$21,8780.00%
224DATADOG INCDDOG220$21,6570.00%
225TAPESTRY INCTPR695$21,6010.00%
226FERRARI N VRACE90$20,6570.00%
227ROYAL CARIBBEAN GROUPV7780T103270$20,1660.00%
228EDITAS MEDICINE INCEDIT280$19,6310.00%
229AMERICAN AIRLS GROUP INC02376R1021,215$19,1610.00%
230GLOBAL X FDS37954Y319733$18,6620.00%
231DOW INCDOW316$17,5380.00%
232GILEAD SCIENCES INCGILD300$17,4780.00%
233ISHARES TR46435U366400$17,2800.00%
234UNITED AIRLS HLDGS INCUNTCW375$16,2190.00%
235ARK ETF TR00214Q401100$14,6360.00%
236HOTH THERAPEUTICS INCHOTH6,000$14,2200.00%
237SPLUNK INC84863710475$12,7420.00%
238AMERICAN INTL GROUP INC026874784335$12,6830.00%
239BOEING COBA-PA59$12,6300.00%
240ISHARES INC464286640400$12,0840.00%
241ENTERPRISE PRODS PARTNERS L293792107600$11,7540.00%
242SPERO THERAPEUTICS INCSPRO600$11,6340.00%
243ARK ETF TR00214Q203150$11,4440.00%
244II-VI INCCOHR145$11,0140.00%
245BOSTON SCIENTIFIC CORPBSX300$10,7850.00%
246DELTA AIR LINES INC DELDAL260$10,4550.00%
247PITNEY BOWES INCPBI-PB1,600$9,8560.00%
248GW PHARMACEUTICALS PLC36197T10383$9,5790.00%
249MICRON TECHNOLOGY INCMU125$9,3980.00%
250ARK ETF TR00214Q302100$9,3260.00%
251FORD MTR CO DEL3453708601,048$9,2120.00%
252TAIWAN SEMICONDUCTOR MFG LTD87403910072$7,8510.00%
253BIOSIG TECHNOLOGIES INC09073N2012,000$7,8000.00%
254BROADCOM INCAVGO16$7,0060.00%
255ADVANCED MICRO DEVICES INCAMD74$6,7870.00%
256PJT PARTNERS INCPJT89$6,6970.00%
257PALO ALTO NETWORKS INCPANW18$6,3970.00%
258EXCHANGE TRADED CONCEPTS TR301505889100$6,3580.00%
259SEAGATE TECHNOLOGY PLCSTX100$6,2160.00%
260KIRKLAND LAKE GOLD LTD49741E100135$5,5710.00%
261TAKEDA PHARMACEUTICAL CO LTDTKPHF300$5,4600.00%
262OCCIDENTAL PETE CORP674599105293$5,0720.00%
263COVETRUS INC22304C100160$4,5980.00%
264MSCI INCMSCI10$4,4650.00%
265ROYAL DUTCH SHELL PLC780259107129$4,3360.00%
266MAGENTA THERAPEUTICS INC55910K108550$4,3120.00%
267AMARIN CORP PLCAMRN800$3,9120.00%
268ISHARES TR464288224130$3,6710.00%
269CYRUSONE INC23283R10045$3,2920.00%
270CARNIVAL CORPCUKPF150$3,2490.00%
271WABTEC92974010838$2,7820.00%
272CANOPY GROWTH CORPCGC110$2,7100.00%
273BRISTOL-MYERS SQUIBB COCELG-RI3,150$2,1740.00%
274DROPBOX INCDBX90$1,9970.00%
275PERRIGO CO PLCPRGO26$1,1630.00%
276VERASTEM INCVSTM537$1,1440.00%
277CEVA INCCEVA21$9560.00%
278OCCIDENTAL PETE CORP67459916256$3810.00%
279CELSION CORP15117N50379$560.00%