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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 0001140361-23-052432

Total Value
$876.9M
Positions
332
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (332)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A367,550$100.3M11.44%
2VANGUARD INTL EQUITY INDEX F922042742711,695$72.5M8.26%
3VANGUARD WORLD FDS92204A702167,240$67.1M7.65%
4MICROSOFT CORPMSFT171,361$48.3M5.51%
5VANGUARD INDEX FDS922908363116,219$45.8M5.23%
6SPDR S&P 500 ETF TRSPY105,759$45.4M5.18%
7ALPHABET INCGOOG12,355$33.0M3.77%
8ISHARES TR46428754968,231$27.5M3.14%
9APPLE INCAAPL159,700$22.6M2.58%
10VISA INCV98,299$21.9M2.50%
11AMAZON COM INCAMZN6,587$21.6M2.47%
12JOHNSON & JOHNSONJNJ126,740$20.5M2.33%
13BLACKSTONE INCBX148,802$17.3M1.97%
14PAYPAL HLDGS INCPYPL61,418$16.0M1.82%
15DOLE PLCDOLE874,917$14.8M1.69%
16ALPHABET INCGOOG4,582$12.2M1.39%
17MASIMO CORPMASI39,780$10.8M1.23%
18INTUITINTU19,860$10.7M1.22%
19DISNEY WALT CO25468710661,049$10.3M1.18%
20ADOBE SYSTEMS INCORPORATEDADBE16,681$9.6M1.10%
21FACEBOOK INCMETA27,178$9.2M1.05%
22FIRST TR NASDAQ 100 TECH IND33734510258,427$9.2M1.05%
23THERMO FISHER SCIENTIFIC INCTMO15,770$9.0M1.03%
24INTERCONTINENTAL EXCHANGE IN45866F10477,796$8.9M1.02%
25LAUDER ESTEE COS INC51843910429,130$8.7M1.00%
26BROOKFIELD INFRAST PARTNERSG16252101130,038$7.3M0.83%
27ZOETIS INCZTS37,161$7.2M0.82%
28JPMORGAN CHASE & COVYLD43,628$7.1M0.81%
29NIKE INCNKE48,621$7.1M0.81%
30ISHARES TR46428828158,485$6.4M0.73%
31FASTENAL COFAST123,278$6.4M0.73%
32BECTON DICKINSON & COBDX25,799$6.3M0.72%
33BERKSHIRE HATHAWAY INC DELBRK-A15$6.2M0.70%
34HOME DEPOT INCHD18,744$6.2M0.70%
35AVALARA INC05338G10633,145$5.8M0.66%
36PEPSICO INCPEP37,309$5.6M0.64%
37MONDELEZ INTL INC60920710595,719$5.6M0.64%
38RESMED INCRSMDF20,031$5.3M0.60%
39AMPHENOL CORP NEW03209510171,907$5.3M0.60%
40VANGUARD INTL EQUITY INDEX F922042858100,610$5.0M0.57%
41ELECTRONIC ARTS INCEA33,986$4.8M0.55%
42ACTIVISION BLIZZARD INC00507V10961,974$4.8M0.55%
43ALIGN TECHNOLOGY INCALGN6,276$4.2M0.48%
44PROCTER AND GAMBLE CO74271810928,873$4.0M0.46%
45COCA COLA COKO73,104$3.8M0.44%
46COLGATE PALMOLIVE COCL50,205$3.8M0.43%
47AMERICAN EXPRESS COAXP17,290$2.9M0.33%
48FIRST TR EXCHANGE-TRADED FD33733E30211,756$2.8M0.32%
49TELADOC HEALTH INCTDOC21,621$2.7M0.31%
50DEERE & CODE7,300$2.4M0.28%
51QUALCOMM INCQCOM18,210$2.3M0.27%
52SPDR GOLD TRGLD14,188$2.3M0.27%
53S&P GLOBAL INCSPGI5,213$2.2M0.25%
54ISHARES TR46428716818,850$2.2M0.25%
55ISHARES TR46428873733,838$2.0M0.23%
56VERIZON COMMUNICATIONS INCVZ36,785$2.0M0.23%
57PINTEREST INCPINS35,455$1.8M0.21%
58GLOBAL X FDS37954Y88933,261$1.8M0.20%
59ISHARES TR46428825717,410$1.7M0.20%
60PFIZER INCPFE40,287$1.7M0.20%
61INVESCO QQQ TRIVZ4,740$1.7M0.19%
62WATERS CORP9418481034,699$1.7M0.19%
633M COMMM9,067$1.6M0.18%
64MSCI INCMSCI2,543$1.5M0.18%
65ISHARES INC46434G82220,869$1.5M0.17%
66BRISTOL-MYERS SQUIBB COCELG-RI23,250$1.4M0.16%
67ISHARES TR46428732515,917$1.3M0.15%
68FIRST TR EXCHANGE TRADED FD33734X84627,262$1.3M0.15%
69ETF MANAGERS TR26924G40919,166$1.3M0.15%
70ABBVIE INCABBV11,180$1.2M0.14%
71MCDONALDS CORPMCD4,860$1.2M0.13%
72ALIBABA GROUP HLDG LTDBBAAY7,797$1.2M0.13%
73ACCENTURE PLC IRELANDACN3,100$991,7520.11%
74ISHARES INC46434G86323,280$964,7230.11%
75STRYKER CORPORATIONSYK3,590$946,7550.11%
76SERVICENOW INCNOW1,300$808,9510.09%
77WALMART INCWMT5,798$808,1250.09%
78THOMSON REUTERS CORP.TMSOF6,963$769,2720.09%
79FIRST TR VALUE LINE DIVID IN33734H10619,465$763,0280.09%
80BROWN FORMAN CORPBF-B10,994$736,7080.08%
81ALTRIA GROUP INCMO14,755$671,6480.08%
82TESLA INCTSLA859$666,1370.08%
83VANGUARD INTL EQUITY INDEX F92204287410,074$660,9550.08%
84PHILIP MORRIS INTL INC7181721096,676$632,8180.07%
85ZIMMER BIOMET HOLDINGS INCZBH4,250$622,0300.07%
86SPDR INDEX SHS FDS78463X4599,223$608,1640.07%
87UNITED PARCEL SERVICE INCUPS3,330$606,3930.07%
88VANGUARD SCOTTSDALE FDS92206C6646,722$594,2920.07%
89HORIZON THERAPEUTICS PUB LG461881015,000$547,7000.06%
90BOOKING HOLDINGS INCBKNG230$545,9900.06%
91JACKSON FINANCIAL INCJXN-PA20,622$536,1720.06%
92CHEVRON CORP NEWCVX5,210$528,5550.06%
93ISHARES INC46428617810,330$516,9680.06%
94KELLOGG COBEKE8,078$516,3460.06%
95FEDEX CORPFDX2,315$507,6560.06%
96KENNEDY-WILSON HOLDINGS INCKW24,181$505,8670.06%
97ILLINOIS TOOL WKS INC4523081092,422$500,4580.06%
98ISHARES TR4642872001,144$492,8580.06%
99INTEL CORPINTC9,015$480,3190.05%
100LINDE PLCLIN1,593$467,3540.05%
101ISHARES TR4642875805,960$460,7680.05%
102MERCK & CO INCMRK6,000$450,6600.05%
103ANTERO RESOURCES CORPAR23,540$442,7870.05%
104FIRST TR EXCHANGE TRADED FD33734X77010,920$438,0430.05%
105NVIDIA CORPORATIONNVDA2,108$436,6930.05%
106ARDAGH GROUP S AL0223L10115,500$395,0950.05%
107CITIGROUP INCC-PR5,510$386,6920.04%
108VANGUARD CHARLOTTE FDS92203J4076,699$381,5750.04%
109MEDTRONIC PLCMDT3,000$376,0500.04%
110VANGUARD WHITEHALL FDS9219468854,695$367,6190.04%
111ISHARES TR4642885134,162$364,1330.04%
112GOLDMAN SACHS GROUP INCGSCE959$362,5310.04%
113ORACLE CORPORCL-PD4,012$349,5660.04%
114KKR & CO INCKKRT5,700$347,0160.04%
115MARSH & MCLENNAN COS INC5717481022,225$336,9320.04%
116CYBERARK SOFTWARE LTDM2682V1082,000$315,6400.04%
117EXXON MOBIL CORPXOM5,290$311,1580.04%
118BLACKROCK CORPOR HI YLD FD IBLK25,372$309,5380.04%
119JD.COM INCJDCMF4,115$297,2680.03%
120CATERPILLAR INCCAT1,480$284,1160.03%
121VANECK ETF TRUST92189F1068,600$253,4420.03%
122INTERNATIONAL PAPER CO4601461034,500$251,6400.03%
123FIRST TR EXCHANGE TRADED FD33734X1922,365$249,1760.03%
124DEXCOM INCDXCM455$248,8210.03%
125ROYAL BK CDA7800871022,450$243,7260.03%
126CISCO SYS INCCSCO4,395$239,2200.03%
127ISHARES INC46434G1033,608$222,8300.03%
128NETFLIX INCNFLX365$222,7740.03%
129LILLY ELI & COLLY950$219,4980.03%
130WESTROCK COWEST4,300$214,2690.02%
131GENERAL ELECTRIC CO3696043012,054$211,6240.02%
132PPG INDS INC6935061071,472$210,5110.02%
133INTERNATIONAL BUSINESS MACHSINTR1,515$210,4790.02%
134ABBOTT LABSABLZF1,706$201,5300.02%
135SALESFORCE COM INCCRM665$180,3610.02%
136BANK NEW YORK MELLON CORP0640581003,400$176,2560.02%
137EBAY INC.EBAY2,500$174,1750.02%
138ISHARES TR46434V6476,100$167,2010.02%
139HENRY SCHEIN INCHSIC2,150$163,7440.02%
140WELLS FARGO CO NEW9497461013,276$152,0390.02%
141EXCHANGE TRADED CONCEPTS TR3015057072,350$151,3640.02%
142SELECT SECTOR SPDR TR81369Y5062,850$148,4570.02%
143FRANCO NEV CORPFNV1,130$146,7980.02%
144AMRYT PHARMA PLC03217L10612,160$146,4670.02%
145WILLIS TOWERS WATSON PLC LTDWTW620$144,1250.02%
146VANGUARD INTL EQUITY INDEX F9220427752,360$143,8660.02%
147PROTHENA CORP PLCPRTA2,009$143,1010.02%
148APPLIED MATLS INC0382221051,043$134,2650.02%
149UNION PAC CORPUNP668$130,9350.01%
150ISHARES TR464287507490$128,9040.01%
151IPG PHOTONICS CORPIPGP800$126,7200.01%
152ISHARES TR4642878041,160$126,6600.01%
153ARCHER DANIELS MIDLAND COADM1,862$111,7390.01%
154MERCADOLIBRE INCMELI65$109,1610.01%
155ISHARES TR4642887941,040$108,5760.01%
156ISHARES TR464287176790$100,8750.01%
157FIRST TR EXCHANGE-TRADED FD33733E1041,325$99,1370.01%
158MODERNA INCMRNA254$97,7540.01%
159ISHARES TR464288414820$95,2590.01%
160BK OF AMERICA CORP0605051042,187$92,8380.01%
161EATON CORP PLCETN610$91,0790.01%
162MASTERCARD INCORPORATEDMA258$89,7010.01%
163CROWDSTRIKE HLDGS INCCRWD359$88,2350.01%
164SENSATA TECHNOLOGIES HLDG PLST1,587$86,8410.01%
165SELECT SECTOR SPDR TR81369Y6052,300$86,3190.01%
166UNIVERSAL DISPLAY CORPOLED500$85,4800.01%
167TAIWAN SEMICONDUCTOR MFG LTD874039100761$84,9660.01%
168MCCORMICK & CO INCMKC-V1,000$81,0300.01%
169EASTMAN CHEM COEMN800$80,5920.01%
170MORGAN STANLEYMS-PQ800$77,8480.01%
171WORKDAY INCWDAY300$74,9670.01%
172OTIS WORLDWIDE CORPOTIS900$74,0520.01%
173AGCO CORPAGCO600$73,5180.01%
174TOLL BROTHERS INCTOL1,295$71,6010.01%
175VANGUARD WORLD FDS92204A207390$69,8960.01%
176OCCIDENTAL PETE CORP6745991052,293$67,8270.01%
177ISHARES TR464288570815$67,8160.01%
178PALO ALTO NETWORKS INCPANW135$64,6650.01%
179SELECT SECTOR SPDR TR81369Y209500$63,6500.01%
180PROSHARES TR74348A467701$62,0260.01%
181AMERICAN INTL GROUP INC0268747841,115$61,2020.01%
182CBRE GROUP INCCBRE620$60,3630.01%
183ARDAGH METAL PACKAGING S AAMPWF6,000$59,7600.01%
184REGENERON PHARMACEUTICALSREGN96$58,0970.01%
185FIRST TR EXCHANGE-TRADED FD33738R1181,000$56,4700.01%
186INVESCO EXCH TRADED FD TR IIIVZ830$55,6930.01%
187SYSCO CORPSYY700$54,9500.01%
188VERTEX PHARMACEUTICALS INCVRTX301$54,5980.01%
189SONOS INCSONO1,600$51,7760.01%
190COSTCO WHSL CORP NEW22160K105115$51,6750.01%
191ISHARES INC464286681615$51,4690.01%
192HERSHEY COHSY300$50,7750.01%
193HUBSPOT INCHUBS75$50,7070.01%
194THE TRADE DESK INC88339J105720$50,6160.01%
195BLACKROCK INCBLK60$50,3200.01%
196KBR INCKBR1,235$48,6590.01%
197ISHARES SILVER TRSLV2,350$48,2220.01%
198MARKEL CORPMKL40$47,8050.01%
199CHUBB LIMITEDCB267$46,3190.01%
200AT&T INCT-PC1,709$46,1600.01%
201INTUITIVE SURGICAL INCISRG46$45,7310.01%
202ABERDEEN STD PLATINUM ETF TRPPLT500$45,1000.01%
203AERCAP HOLDINGS NVAER780$45,0920.01%
204BP PLCBPPFF1,640$44,8210.01%
205FISKER INC33813J1063,000$43,9500.01%
206STERIS PLCSTE215$43,9200.01%
207VERISIGN INCVRSN213$43,6670.00%
208SOCIEDAD QUIMICA Y MINERA DE833635105800$42,9760.00%
209VANGUARD WORLD FDS92204A504170$42,0170.00%
210SQUARE INCBSQKZ175$41,9720.00%
211VIATRIS INCVTRS3,073$41,6390.00%
212ISHARES INC464286210745$40,9970.00%
213ONEOK INC NEWOKE696$40,3610.00%
214BROOKFIELD ASSET MGMT INC112585104750$40,1330.00%
215FIRST REP BK SAN FRANCISCO C33616C100207$39,9260.00%
216FIRST TR EXCHANGE-TRADED FD33733E500620$38,8120.00%
217COMCAST CORP NEWCCZ678$37,9210.00%
218BROADCOM INCAVGO76$36,8550.00%
219VANGUARD INDEX FDS922908629155$36,6980.00%
220VANGUARD WORLD FDS92204A884260$36,6000.00%
221NXP SEMICONDUCTORS N VNXPI185$36,2360.00%
222SELECT SECTOR SPDR TR81369Y803242$36,1350.00%
223ETSY INCETSY172$35,7690.00%
224BEAM THERAPEUTICS INCBEAM400$34,8040.00%
225IDEXX LABS INC45168D10455$34,2050.00%
226APOLLO GLOBAL MGMT INC03768E105550$33,8750.00%
227MONGODB INCMDB70$33,0060.00%
228REPLIGEN CORPRGEN113$32,6560.00%
229ALTERYX INC02156B103446$32,6030.00%
230NEXTERA ENERGY INCNEE-PW415$32,5860.00%
231SPDR SER TR78464A870253$31,8050.00%
232DATADOG INCDDOG220$31,0970.00%
233YUM BRANDS INCYUM245$29,9660.00%
234BROOKFIELD RENEWABLE PARTNERG16258108800$29,5280.00%
235WISDOMTREE TRWT510$29,3860.00%
236ISHARES TR464287184750$29,1980.00%
237NIO INCNIOIF800$28,5040.00%
238ARK ETF TR00214Q104249$27,5220.00%
239RYANAIR HOLDINGS PLCRYAOF250$27,5150.00%
240ON SEMICONDUCTOR CORPON600$27,4620.00%
241BARRICK GOLD CORP0679011081,500$27,0750.00%
242CITRIX SYS INC177376100250$26,8430.00%
243ORMAT TECHNOLOGIES INCORA400$26,6440.00%
244STERICYCLE INC858912108380$25,8290.00%
245ICAHN ENTERPRISES LPIEP515$25,7240.00%
246AUTODESK INCADSK90$25,6650.00%
247ROKU INCROKU81$25,3810.00%
248AMERICAN AIRLS GROUP INC02376R1021,215$24,9320.00%
249LAM RESEARCH CORPLRCX43$24,4730.00%
250ABIOMED INC00365410075$24,4140.00%
251ROYAL CARIBBEAN GROUPV7780T103270$24,0170.00%
252KRAFT HEINZ COKHC651$23,9700.00%
253EQUINIX INCEQIX30$23,7040.00%
254FRESHPET INCFRPT165$23,5440.00%
255WISDOMTREE TRWT370$23,3690.00%
256NOVOCURE LTDNVCR200$23,2340.00%
257ADVANCED MICRO DEVICES INCAMD214$22,0210.00%
258ROBLOX CORPRBLX280$21,1540.00%
259GILEAD SCIENCES INCGILD300$20,9550.00%
260TORO COTORO215$20,9430.00%
261SUN LIFE FINANCIAL INC.SUNFF402$20,6830.00%
262ALBEMARLE CORPALB-PA93$20,3640.00%
263EXCHANGE TRADED CONCEPTS TR301505889400$19,8360.00%
264GLOBAL X FDS37954Y319733$19,8060.00%
265VANECK ETF TRUST92189F684113$19,7630.00%
266ISHARES TR46435U366400$19,2560.00%
267FERRARI N VRACE90$18,8210.00%
268PELOTON INTERACTIVE INCPTON215$18,7160.00%
269ZOOM VIDEO COMMUNICATIONS INZM70$18,3050.00%
270ILLUMINA INCILMN45$18,2520.00%
271DOW INCDOW316$18,1890.00%
272DUKE ENERGY CORP NEWDUKB185$18,0540.00%
273SPOTIFY TECHNOLOGY S ASPOT80$18,0270.00%
274UNITED AIRLS HLDGS INCUNTCW375$17,8390.00%
275FISERV INCFISV158$17,1430.00%
276HONEYWELL INTL INC43851610678$16,5580.00%
277CEL-SCI CORPCVM1,500$16,4850.00%
278FIVERR INTL LTDM4R82T10690$16,4410.00%
279NOKIA CORPNOKBF3,000$16,3500.00%
280INVESCO EXCH TRADED FD TR IIIVZ200$15,9900.00%
281COUPA SOFTWARE INC22266L10669$15,1230.00%
282FORD MTR CO DEL3453708601,048$14,8400.00%
283CONSTELLATION BRANDS INCSTZ65$13,6950.00%
284COINBASE GLOBAL INCCOIN60$13,6490.00%
285BANDWIDTH INCBAND145$13,0910.00%
286BOSTON SCIENTIFIC CORPBSX300$13,0170.00%
287KEURIG DR PEPPER INCKDP381$13,0150.00%
288ENTERPRISE PRODS PARTNERS L293792107600$12,9840.00%
289PINDUODUO INCPDD135$12,2400.00%
290PITNEY BOWES INCPBI-PB1,600$11,5360.00%
291C3 AI INCAI240$11,1220.00%
292DELTA AIR LINES INC DELDAL260$11,0790.00%
293SPERO THERAPEUTICS INCSPRO600$11,0460.00%
294BOEING COBA-PA50$10,9970.00%
295SPLUNK INC84863710475$10,8530.00%
296BUTTERFLY NETWORK INCBFLY1,000$10,4400.00%
297ISHARES INC464286640400$10,4000.00%
298AGORA INCAPI340$9,8600.00%
299CREDIT SUISSE GROUP2254011081,000$9,8600.00%
300MAGENTA THERAPEUTICS INC55910K1081,300$9,4640.00%
301FUTU HLDGS LTDFUTU100$9,1020.00%
302ORGANON & COOGN238$7,8040.00%
303HOTH THERAPEUTICS INCHOTH6,000$7,1400.00%
304AVIDITY BIOSCIENCES INC05370A108270$6,6500.00%
305EDITAS MEDICINE INCEDIT150$6,1620.00%
306BIOSIG TECHNOLOGIES INC09073N2012,000$5,9600.00%
307ROYAL DUTCH SHELL PLC780259107129$5,7110.00%
308ACE CONVERGENCE ACQU CORPG0083D120560$5,5500.00%
309LEMONADE INCLMND82$5,4950.00%
310ALTIMETER GROWTH CORPG0370L108500$5,1100.00%
311INFINERA CORP45667G103600$4,9920.00%
312TAKEDA PHARMACEUTICAL CO LTDTKPHF300$4,9140.00%
313DRAFTKINGS INCDKNG92$4,4310.00%
314BEYOND MEAT INCBYND42$4,4210.00%
315AMARIN CORP PLCAMRN800$4,0800.00%
316SCHRODINGER INCSDGR74$4,0460.00%
317AKOUSTIS TECHNOLOGIES INC00973N102410$3,9770.00%
318DROPBOX INCDBX135$3,9450.00%
319CARNIVAL CORPCUKPF150$3,7520.00%
320XPENG INCXPNGF100$3,5540.00%
321CYRUSONE INC23283R10045$3,4830.00%
322OCCIDENTAL PETE CORP674599162286$3,3890.00%
323LILIUM N VLILMF275$2,8900.00%
324ARK ETF TR00214Q30237$2,7650.00%
325FIBROGEN INC31572Q808250$2,5550.00%
326WABTEC92974010828$2,4140.00%
327VERASTEM INCVSTM537$1,6540.00%
328PJT PARTNERS INCPJT17$1,3450.00%
329PERRIGO CO PLCPRGO26$1,2310.00%
330CEVA INCCEVA21$8960.00%
331BROOKFIELD ASSET MGMT REINSG161691075$2780.00%
332ISHARES INC4642865251$900.00%