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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 0001140361-23-052423

Total Value
$654.7M
Positions
320
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A319,087$81.5M12.45%
2VANGUARD WORLD FDS92204A702160,172$57.4M8.77%
3VANGUARD INTL EQUITY INDEX F922042742589,142$57.3M8.75%
4SPDR S&P 500 ETF TRSPY104,953$41.6M6.35%
5VANGUARD INDEX FDS92290836398,197$35.8M5.46%
6MICROSOFT CORPMSFT151,714$35.8M5.46%
7ISHARES TR46428754964,378$23.2M3.55%
8ALPHABET INCGOOG10,804$22.3M3.40%
9JOHNSON & JOHNSONJNJ117,295$19.3M2.94%
10VISA INCV81,079$17.2M2.62%
11APPLE INCAAPL131,585$16.1M2.45%
12AMAZON COM INCAMZN4,898$15.2M2.31%
13BLACKSTONE GROUP INCBX159,147$11.9M1.81%
14PAYPAL HLDGS INCPYPL41,637$10.1M1.54%
15ALPHABET INCGOOG4,545$9.4M1.44%
16FIRST TR NASDAQ 100 TECH IND33734510255,752$8.0M1.23%
17DISNEY WALT CO25468710638,760$7.2M1.09%
18BROOKFIELD INFRAST PARTNERSG16252101129,178$6.9M1.05%
19BECTON DICKINSON & COBDX26,970$6.6M1.00%
20JPMORGAN CHASE & COVYLD42,968$6.5M1.00%
21BERKSHIRE HATHAWAY INC DELBRK-A15$5.8M0.88%
22FACEBOOK INCMETA19,636$5.8M0.88%
23MONDELEZ INTL INC60920710592,394$5.4M0.83%
24PEPSICO INCPEP36,834$5.2M0.80%
25ISHARES TR46428828147,660$5.2M0.79%
26LAUDER ESTEE COS INC51843910417,739$5.2M0.79%
27INTUITINTU12,826$4.9M0.75%
28THERMO FISHER SCIENTIFIC INCTMO10,630$4.9M0.74%
29HOME DEPOT INCHD13,442$4.1M0.63%
30RESMED INCRSMDF20,626$4.0M0.61%
31PROCTER AND GAMBLE CO74271810929,247$4.0M0.60%
32MASIMO CORPMASI17,190$3.9M0.60%
33COCA COLA COKO73,624$3.9M0.59%
34ADOBE SYSTEMS INCORPORATEDADBE8,057$3.8M0.58%
35COLGATE PALMOLIVE COCL48,445$3.8M0.58%
36ZOETIS INCZTS23,335$3.7M0.56%
37NIKE INCNKE27,403$3.6M0.56%
38ALIGN TECHNOLOGY INCALGN6,196$3.4M0.51%
39ACTIVISION BLIZZARD INC00507V10930,947$2.9M0.44%
40DEERE & CODE7,300$2.7M0.42%
41FIRST TR EXCHANGE-TRADED FD33733E30212,056$2.6M0.40%
42AMERICAN EXPRESS COAXP17,790$2.5M0.38%
43VERIZON COMMUNICATIONS INCVZ42,258$2.5M0.38%
44QUALCOMM INCQCOM18,330$2.4M0.37%
45WATERS CORP9418481038,371$2.4M0.36%
46ISHARES TR46428716819,110$2.2M0.33%
47FASTENAL COFAST43,331$2.2M0.33%
48AMPHENOL CORP NEW03209510132,585$2.1M0.33%
49ELECTRONIC ARTS INCEA15,637$2.1M0.32%
50PFIZER INCPFE54,077$2.0M0.30%
51TELADOC HEALTH INCTDOC10,117$1.8M0.28%
52GLOBAL X FDS37954Y88936,832$1.8M0.28%
533M COMMM9,452$1.8M0.28%
54AVALARA INC05338G10613,381$1.8M0.27%
55ISHARES TR46428825718,710$1.8M0.27%
56INTERCONTINENTAL EXCHANGE IN45866F10415,242$1.7M0.26%
57PHILIP MORRIS INTL INC71817210916,910$1.5M0.23%
58ISHARES TR46428873724,199$1.4M0.21%
59ALIBABA GROUP HLDG LTDBBAAY6,152$1.4M0.21%
60INVESCO QQQ TRIVZ4,345$1.4M0.21%
61BRISTOL-MYERS SQUIBB COCELG-RI21,865$1.4M0.21%
62ABBVIE INCABBV11,180$1.2M0.18%
63ISHARES TR46428732515,248$1.2M0.18%
64ISHARES INC46434G82216,377$1.1M0.17%
65MCDONALDS CORPMCD4,685$1.1M0.16%
66ISHARES INC46434G86323,280$1.0M0.15%
67FIRST TR EXCHANGE TRADED FD33734X84624,080$1.0M0.15%
68PINTEREST INCPINS13,450$995,7040.15%
69ACCENTURE PLC IRELANDACN3,100$856,3750.13%
70STRYKER CORPORATIONSYK3,490$850,0940.13%
71ETF MANAGERS TR26924G40912,706$848,6340.13%
72S&P GLOBAL INCSPGI2,292$808,7780.12%
73ALTRIA GROUP INCMO15,355$785,5620.12%
74BROWN FORMAN CORPBF-B10,994$758,2560.12%
75WALMART INCWMT5,572$756,8450.12%
76ZIMMER BIOMET HOLDINGS INCZBH4,570$731,5660.11%
77FEDEX CORPFDX2,315$657,5530.10%
78SERVICENOW INCNOW1,300$650,1430.10%
79VANGUARD INTL EQUITY INDEX F92204287410,074$634,6620.10%
80FIRST TR VALUE LINE DIVID IN33734H10616,405$623,0620.10%
81THOMSON REUTERS CORP.TMSOF6,963$609,7500.09%
82SPDR INDEX SHS FDS78463X4598,722$576,6570.09%
83TESLA INCTSLA859$573,7520.09%
84UNITED PARCEL SERVICE INCUPS3,330$566,0670.09%
85INTEL CORPINTC8,586$549,5040.08%
86CHEVRON CORP NEWCVX5,210$545,9560.08%
87ISHARES TR4642875807,280$544,7620.08%
88ILLINOIS TOOL WKS INC4523081092,422$536,5210.08%
89KELLOGG COBEKE7,800$493,7400.08%
90KENNEDY-WILSON HOLDINGS INCKW24,181$488,6980.07%
91MERCK & CO. INCMRK5,970$460,2270.07%
92HORIZON THERAPEUTICS PUB LG461881015,000$460,2000.07%
93LINDE PLCLIN1,633$457,4690.07%
94FIRST TR EXCHANGE TRADED FD33734X7708,620$389,4520.06%
95MEDTRONIC PLCMDT3,255$384,5130.06%
96EXXON MOBIL CORPXOM6,698$373,9490.06%
97ARDAGH GROUP S AL0223L10113,000$330,3300.05%
98CATERPILLAR INCCAT1,400$324,6180.05%
99VANECK VECTORS ETF TR92189F1069,100$295,7500.05%
100KKR & CO INCKKRT5,700$278,4450.04%
101CITIGROUP INCC-PR3,735$271,7210.04%
102CISCO SYS INCCSCO5,065$261,9110.04%
103JD.COM INCJDCMF3,070$258,8930.04%
104CYBERARK SOFTWARE LTDM2682V1082,000$258,6800.04%
105INTERNATIONAL PAPER CO4601461034,500$243,3150.04%
106GENERAL ELECTRIC COGE18,440$242,1170.04%
107GOLDMAN SACHS GROUP INCGSCE727$237,7290.04%
108MARSH & MCLENNAN COS INC5717481021,885$229,5930.04%
109ROYAL BK CDA7800871022,450$225,9150.03%
110WESTROCK COWEST4,300$223,8150.03%
111PPG INDS INC6935061071,472$221,1830.03%
112ISHARES INC46434G1033,388$218,0520.03%
113FIRST TR EXCHANGE TRADED FD33734X1922,265$216,8960.03%
114ORACLE CORPORCL-PD3,082$216,2640.03%
115ABBOTT LABSABLZF1,706$204,4470.03%
116ISHARES INC4642861783,843$192,8980.03%
117NETFLIX INCNFLX365$190,4060.03%
118INTERNATIONAL BUSINESS MACHSINTR1,345$179,2350.03%
119LILLY ELI & COLLY950$177,4790.03%
120IPG PHOTONICS CORPIPGP800$168,7520.03%
121DEXCOM INCDXCM455$163,5220.02%
122EBAY INC.EBAY2,500$153,1000.02%
123EXCHANGE TRADED CONCEPTS TR3015057072,350$149,2490.02%
124BOOKING HOLDINGS INCBKNG64$149,1100.02%
125HENRY SCHEIN INCHSIC2,150$148,8660.02%
126BANK NEW YORK MELLON CORP0640581003,009$142,2960.02%
127WILLIS TOWERS WATSON PLC LTDWTW620$141,9060.02%
128FRANCO NEV CORPFNV1,130$141,5780.02%
129ISHARES TR4642887941,500$138,2400.02%
130VANGUARD SCOTTSDALE FDS92206C664766$136,5550.02%
131SELECT SECTOR SPDR TR81369Y5062,600$127,5560.02%
132VANGUARD CHARLOTTE FDS92203J4072,227$127,2060.02%
133SALESFORCE COM INCCRM590$125,0030.02%
134APPLIED MATLS INC038222105915$122,2440.02%
135UNIVERSAL DISPLAY CORPOLED500$118,3850.02%
136WELLS FARGO CO NEW9497461012,937$114,7490.02%
137TAIWAN SEMICONDUCTOR MFG LTD874039100916$108,3440.02%
138ARCHER DANIELS MIDLAND COADM1,862$106,1340.02%
139ISHARES TR464287176790$99,1450.02%
140OTIS WORLDWIDE CORPOTIS1,445$98,9100.02%
141SHOCKWAVE MED INC82489T104745$97,0440.01%
142MERCADOLIBRE INCMELI65$95,6890.01%
143ISHARES TR464288414820$95,1610.01%
144FIRST TR EXCHANGE-TRADED FD33733E1041,325$93,8370.01%
145MCCORMICK & CO INCMKC-V1,000$89,1600.01%
146ISHARES TR4642885131,013$88,3130.01%
147EASTMAN CHEM COEMN800$88,0960.01%
148BIOXCEL THERAPEUTICS INCBTAI2,000$86,3200.01%
149AGCO CORPAGCO600$86,1900.01%
150VANGUARD INTL EQUITY INDEX F9220427751,400$84,9520.01%
151BK OF AMERICA CORP0605051042,187$84,6150.01%
152VIATRIS INCVTRS5,751$80,3410.01%
153SELECT SECTOR SPDR TR81369Y6052,300$78,3150.01%
154WORKDAY INCWDAY300$74,5290.01%
155CROWDSTRIKE HLDGS INCCRWD404$73,7340.01%
156TRIP COM GROUP LTDTRPCF1,850$73,3160.01%
157SPOTIFY TECHNOLOGY S ASPOT260$69,6670.01%
158VANGUARD WORLD FDS92204A207390$69,5100.01%
159EATON CORP PLCETN500$69,1400.01%
160VERTEX PHARMACEUTICALS INCVRTX301$64,6820.01%
161MORGAN STANLEYMS-PQ800$62,1280.01%
162VANGUARD WHITEHALL FDS921946885801$62,0780.01%
163PROSHARES TR74348A467700$60,3820.01%
164SONOS INCSONO1,600$59,9520.01%
165GORES HLDGS V INC3828641066,000$59,8800.01%
166SELECT SECTOR SPDR TR81369Y209500$58,3700.01%
167ISHARES TR4642871841,200$55,9920.01%
168ABERDEEN STD PLATINUM ETF TRPPLT500$55,6550.01%
169SYSCO CORPSYY700$55,1180.01%
170NVIDIA CORPORATIONNVDA100$53,3930.01%
171MACOM TECH SOLUTIONS HLDGS I55405Y100915$53,0880.01%
172SPDR GOLD TRGLD330$52,7870.01%
173MASTERCARD INCORPORATEDMA147$52,3390.01%
174AT&T INCT-PC1,709$51,7310.01%
175DANAHER CORPORATION235851102229$51,5430.01%
176INVESCO EXCH TRADED FD TR IIIVZ830$51,3690.01%
177PROTHENA CORP PLCPRTA2,009$50,4660.01%
178WALGREENS BOOTS ALLIANCE INC931427108900$49,4100.01%
179CBRE GROUP INCCBRE620$49,0480.01%
180ISHARES INC464286681615$48,1910.01%
181HERSHEY COHSY300$47,4480.01%
182KBR INCKBR1,235$47,4120.01%
183THE TRADE DESK INC88339J10572$46,9200.01%
184ISHARES SILVER TRSLV2,050$46,5350.01%
185MARKEL CORPMKL40$45,5850.01%
186REGENERON PHARMACEUTICALSREGN96$45,4210.01%
187BLACKROCK INCBLK60$45,2380.01%
188NEXTERA ENERGY INCNEE-PW596$45,0640.01%
189AERCAP HOLDINGS NVAER730$42,8800.01%
190SOCIEDAD QUIMICA Y MINERA DE833635105800$42,4560.01%
191CHUBB LIMITEDCB267$42,1780.01%
192PELOTON INTERACTIVE INCPTON375$42,1650.01%
193STERIS PLCSTE215$40,9530.01%
194EQUINIX INCEQIX60$40,7750.01%
195COSTCO WHSL CORP NEW22160K105115$40,5350.01%
196BP PLCBPPFF1,640$39,9340.01%
197SQUARE INCBSQKZ175$39,7340.01%
198TELEFLEX INCORPORATEDTFX95$39,4690.01%
199VANGUARD WORLD FDS92204A504170$38,8880.01%
200NXP SEMICONDUCTORS N VNXPI185$37,2480.01%
201ZOOM VIDEO COMMUNICATIONS INZM115$36,9480.01%
202COMCAST CORP NEWCCZ678$36,6870.01%
203ISHARES TR464288570480$36,6530.01%
204CME GROUP INCCME177$36,1490.01%
205ARK ETF TR00214Q104299$35,8650.01%
206ECOLAB INCECL167$35,7500.01%
207AMGEN INCAMGN143$35,5800.01%
208ALTERYX INC02156B103427$35,4240.01%
209ONEOK INC NEWOKE696$35,2590.01%
210BROADCOM INCAVGO76$35,2380.01%
211CITRIX SYS INC177376100250$35,0900.01%
212ETSY INCETSY172$34,6870.01%
213FIRST REP BK SAN FRANCISCO C33616C100207$34,5170.01%
214SPDR SER TR78464A870253$34,3190.01%
215VANGUARD INDEX FDS922908629155$34,3080.01%
216HUBSPOT INCHUBS75$34,0660.01%
217INTUITIVE SURGICAL INCISRG46$33,9910.01%
218VANGUARD WORLD FDS92204A884260$33,8030.01%
219BROOKFIELD ASSET MGMT INC112585104750$33,3750.01%
220SELECT SECTOR SPDR TR81369Y803242$32,1400.00%
221BEAM THERAPEUTICS INCBEAM400$32,0160.00%
222FIRST TR EXCHANGE-TRADED FD33733E500463$31,7620.00%
223ORMAT TECHNOLOGIES INCORA400$31,4120.00%
224NIO INCNIOIF800$31,1840.00%
225SPLUNK INC848637104229$31,0250.00%
226KEURIG DR PEPPER INCKDP885$30,4170.00%
227BARRICK GOLD CORP0679011081,500$29,7000.00%
228ICON PLCICLR150$29,4560.00%
229AMERICAN AIRLS GROUP INC02376R1021,215$29,0390.00%
230RYANAIR HOLDINGS PLCRYAOF250$28,7500.00%
231TAPESTRY INCTPR695$28,6410.00%
232ARAMARKARMK736$27,8060.00%
233NOVOCURE LTDNVCR200$26,4360.00%
234ROKU INCROKU81$26,3870.00%
235FRESHPET INCFRPT165$26,2040.00%
236KRAFT HEINZ COKHC651$26,0400.00%
237STERICYCLE INC858912108380$25,6540.00%
238LAM RESEARCH CORPLRCX43$25,5950.00%
239AUTODESK INCADSK90$24,9440.00%
240WISDOMTREE TRWT510$24,5620.00%
241GENERAL MTRS CO37045V100425$24,4210.00%
242ISHARES TR464288729208$24,1130.00%
243ABIOMED INC00365410075$23,9050.00%
244ZEBRA TECHNOLOGIES CORPORATIZBRA49$23,7740.00%
245ROYAL CARIBBEAN GROUPV7780T103270$23,1150.00%
246CEL-SCI CORPCVM1,500$22,8150.00%
247WISDOMTREE TRWT370$22,6960.00%
248IDEXX LABS INC45168D10445$22,0190.00%
249REPLIGEN CORPRGEN113$21,9680.00%
250CHARTER COMMUNICATIONS INC N16119P10835$21,5960.00%
251UNITED AIRLS HLDGS INCUNTCW375$21,5780.00%
252HENRY JACK & ASSOC INC426281101137$20,7860.00%
253SUN LIFE FINANCIAL INC.SUNFF402$20,3210.00%
254DOW INCDOW316$20,2050.00%
255FIVERR INTL LTDM4R82T10690$19,5460.00%
256GILEAD SCIENCES INCGILD300$19,3890.00%
257GLOBAL X FDS37954Y319733$19,3810.00%
258AMC ENTMT HLDGS INC00165C1041,875$19,1440.00%
259FERRARI N VRACE90$18,8350.00%
260FISERV INCFISV158$18,8080.00%
261MONGODB INCMDB70$18,7200.00%
262VANECK VECTORS ETF TR92189F684113$18,6530.00%
263ISHARES TR46435U366400$18,4480.00%
264BANDWIDTH INCBAND145$18,3770.00%
265DATADOG INCDDOG220$18,3350.00%
266ROBLOX CORPRBLX280$18,1520.00%
267PINDUODUO INCPDD135$18,0740.00%
268COUPA SOFTWARE INC22266L10669$17,5590.00%
269ILLUMINA INCILMN45$17,2830.00%
270AGORA INCAPI340$17,0920.00%
271TOLL BROTHERS INCTOL290$16,4520.00%
272FUTU HLDGS LTDFUTU100$15,8820.00%
273AMERICAN INTL GROUP INC026874784335$15,4800.00%
274MAGENTA THERAPEUTICS INC55910K1081,300$15,3920.00%
275CONSTELLATION BRANDS INCSTZ65$14,8200.00%
276ISHARES INC464286640400$13,7000.00%
277ENTERPRISE PRODS PARTNERS L293792107600$13,2120.00%
278PITNEY BOWES INCPBI-PB1,600$13,1840.00%
279FORD MTR CO DEL3453708601,048$12,8380.00%
280BOEING COBA-PA50$12,7360.00%
281DELTA AIR LINES INC DELDAL260$12,5530.00%
282ISHARES TR464288224500$12,1500.00%
283HOTH THERAPEUTICS INCHOTH6,000$11,8200.00%
284TE CONNECTIVITY LTDTEL91$11,7490.00%
285BOSTON SCIENTIFIC CORPBSX300$11,5950.00%
286MODERNA INCMRNA84$11,0000.00%
287SPERO THERAPEUTICS INCSPRO600$8,8320.00%
288FIBROGEN INC31572Q808250$8,6780.00%
289BIOSIG TECHNOLOGIES INC09073N2012,000$8,6200.00%
290OCCIDENTAL PETE CORP674599105293$7,8000.00%
291LEMONADE INCLMND82$7,6370.00%
292ARK ETF TR00214Q40150$7,3720.00%
293EXCHANGE TRADED CONCEPTS TR301505889100$6,3910.00%
294EDITAS MEDICINE INCEDIT150$6,3000.00%
295AVIDITY BIOSCIENCES INC05370A108270$5,8890.00%
296ADVANCED MICRO DEVICES INCAMD74$5,8090.00%
297PALO ALTO NETWORKS INCPANW18$5,7970.00%
298INFINERA CORP45667G103600$5,7780.00%
299SCHRODINGER INCSDGR74$5,6450.00%
300ACE CONVERGENCE ACQU CORPG0083D120560$5,5830.00%
301TAKEDA PHARMACEUTICAL CO LTDTKPHF300$5,4780.00%
302AKOUSTIS TECHNOLOGIES INC00973N102410$5,4690.00%
303AMARIN CORP PLCAMRN800$4,9680.00%
304COVETRUS INC22304C100160$4,7950.00%
305ROYAL DUTCH SHELL PLC780259107129$4,7510.00%
306KIRKLAND LAKE GOLD LTD49741E100135$4,5630.00%
307ARK ETF TR00214Q20350$4,1970.00%
308MSCI INCMSCI10$4,1930.00%
309CARNIVAL CORPCUKPF150$3,9810.00%
310DROPBOX INCDBX135$3,5990.00%
311CANOPY GROWTH CORPCGC110$3,5230.00%
312PJT PARTNERS INCPJT50$3,3830.00%
313ARK ETF TR00214Q30237$3,2830.00%
314CYRUSONE INC23283R10045$3,0470.00%
315WABTEC92974010826$2,0580.00%
316VERASTEM INCVSTM537$1,3260.00%
317CEVA INCCEVA21$1,1790.00%
318PERRIGO CO PLCPRGO26$1,0520.00%
319OCCIDENTAL PETE CORP67459916236$4290.00%
320CELSION CORP15117N50379$1090.00%