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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

PRIO WEALTH LIMITED PARTNERSHIP

Quarter ended Q1 2023 · Filed February 27, 2023 · Accession 0001172661-23-001521

Total Value
$2.50B
Positions
252
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (252)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL1,592,859$217.8M8.70%
2MICROSOFT CORPMSFT469,428$120.6M4.82%
3ALPHABET INCGOOG42,902$93.8M3.75%
4THERMO FISHER SCIENTIFIC INCTMO149,628$81.3M3.25%
5ABBOTT LABSABLZF639,319$69.5M2.78%
6BROADCOM INCAVGO142,439$69.2M2.76%
7MERCK & CO INCMRK685,195$62.5M2.50%
8AMAZON COM INCAMZN578,160$61.4M2.45%
9WALMART INCWMT475,194$57.8M2.31%
10ALPHABET INCGOOG26,003$56.7M2.26%
11JOHNSON & JOHNSONJNJ318,913$56.6M2.26%
12BK OF AMERICA CORP0605051041,521,693$47.4M1.89%
13JPMORGAN CHASE & COVYLD419,030$47.2M1.89%
14ISHARES TR464287200123,936$47.0M1.88%
15BOSTON SCIENTIFIC CORPBSX1,143,668$42.6M1.70%
16RAYTHEON TECHNOLOGIES CORPRTX443,352$42.6M1.70%
17SALESFORCE INCCRM257,589$42.5M1.70%
18VISA INCV192,907$38.0M1.52%
19PEPSICO INCPEP216,802$36.1M1.44%
20HOME DEPOT INCHD128,720$35.3M1.41%
21SPDR S&P 500 ETF TRSPY92,035$34.7M1.39%
22GOLDMAN SACHS GROUP INCGSCE111,854$33.2M1.33%
23BECTON DICKINSON & COBDX133,245$32.8M1.31%
24DEERE & CODE107,864$32.3M1.29%
25COLGATE PALMOLIVE COCL400,055$32.1M1.28%
26META PLATFORMS INCMETA186,386$30.1M1.20%
27DISNEY WALT CO254687106312,404$29.5M1.18%
28TERADYNE INCTER314,594$28.2M1.13%
29ISHARES TR464287507123,956$28.0M1.12%
30NVIDIA CORPORATIONNVDA184,225$27.9M1.12%
31XYLEM INCXYL329,606$25.8M1.03%
32DIAGEO PLCDGEAF136,311$23.7M0.95%
33VANGUARD INDEX FDS922908751127,629$22.5M0.90%
34VANGUARD BD INDEX FDS921937827286,740$22.0M0.88%
35UNITED PARCEL SERVICE INCUPS119,009$21.7M0.87%
36ADVANCED MICRO DEVICES INCAMD281,260$21.5M0.86%
37OTIS WORLDWIDE CORPOTIS297,550$21.0M0.84%
38NIKE INCNKE200,851$20.5M0.82%
39MARSH & MCLENNAN COS INC571748102123,358$19.2M0.77%
40CME GROUP INCCME92,863$19.0M0.76%
41EBAY INC.EBAY452,685$18.9M0.75%
42LAUDER ESTEE COS INC51843910471,210$18.1M0.72%
43INTUITINTU46,997$18.1M0.72%
44SMITH & NEPHEW PLCSNNUF610,409$17.0M0.68%
45PROCTER AND GAMBLE CO742718109115,432$16.6M0.66%
46SPDR S&P MIDCAP 400 ETF TRMDY39,155$16.2M0.65%
47DOLLAR GEN CORP NEW25667710562,977$15.5M0.62%
48AUTOMATIC DATA PROCESSING INADP72,736$15.3M0.61%
49VANGUARD INTL EQUITY INDEX F922042775297,228$14.8M0.59%
50ABBVIE INCABBV95,207$14.6M0.58%
51ILLINOIS TOOL WKS INC45230810978,578$14.3M0.57%
52EXXON MOBIL CORPXOM165,721$14.2M0.57%
53DANAHER CORPORATION23585110255,925$14.2M0.57%
54BERKSHIRE HATHAWAY INC DELBRK-A50,796$13.9M0.55%
55ISHARES TR464287804141,195$13.0M0.52%
56ROPER TECHNOLOGIES INCROP32,963$13.0M0.52%
57VANGUARD INDEX FDS92290836336,096$12.5M0.50%
58ORACLE CORPORCL-PD177,945$12.4M0.50%
59GENERAL MTRS CO37045V100366,820$11.7M0.47%
60EDWARDS LIFESCIENCES CORPEW117,623$11.2M0.45%
61GRAINGER W W INC38480210423,586$10.7M0.43%
62ALCON AGALC152,305$10.6M0.42%
63MONDELEZ INTL INC609207105164,925$10.2M0.41%
64COCA COLA COKO162,498$10.2M0.41%
65VANGUARD INDEX FDS92290862951,165$10.1M0.40%
66MCDONALDS CORPMCD40,622$10.0M0.40%
67ACCENTURE PLC IRELANDACN33,749$9.4M0.37%
683M COMMM64,471$8.3M0.33%
69TJX COS INC NEW872540109135,185$7.6M0.30%
70CATERPILLAR INCCAT40,657$7.3M0.29%
71VANGUARD TAX-MANAGED INTL FD921943858177,802$7.3M0.29%
72INDEPENDENT BK CORP MASS45383610889,385$7.1M0.28%
73FISERV INCFISV78,588$7.0M0.28%
74CVS HEALTH CORPCVS72,791$6.7M0.27%
75SELECT SECTOR SPDR TR81369Y605208,080$6.5M0.26%
76AMGEN INCAMGN26,392$6.4M0.26%
77SPLUNK INC84863710470,534$6.2M0.25%
78PFIZER INCPFE118,339$6.2M0.25%
79EMERSON ELEC COEMR76,522$6.1M0.24%
80ISHARES TR46428815858,062$6.1M0.24%
81PAYPAL HLDGS INCPYPL80,098$5.6M0.22%
82INTERNATIONAL BUSINESS MACHSINTR37,718$5.3M0.21%
83AMERICAN EXPRESS COAXP33,805$4.7M0.19%
84BRISTOL-MYERS SQUIBB COCELG-RI55,849$4.3M0.17%
85INTEL CORPINTC113,278$4.2M0.17%
86UNION PAC CORPUNP19,197$4.1M0.16%
87CHEVRON CORP NEWCVX27,689$4.0M0.16%
88CONOCOPHILLIPSCOP42,848$3.8M0.15%
89ISHARES TR46428824083,572$3.8M0.15%
90COSTCO WHSL CORP NEW22160K1057,720$3.7M0.15%
91AIR PRODS & CHEMS INCAIIR15,150$3.6M0.15%
92COMCAST CORP NEWCCZ85,993$3.4M0.13%
93SYSCO CORPSYY39,310$3.3M0.13%
94WASTE MGMT INC DEL94106L10921,359$3.3M0.13%
95SVB FINANCIAL GROUP78486Q1018,057$3.2M0.13%
96IDEXX LABS INC45168D1048,806$3.1M0.12%
97GILEAD SCIENCES INCGILD48,503$3.0M0.12%
98NORTHERN TR CORPNTRSO30,884$3.0M0.12%
99GENERAL ELECTRIC CO36960430145,367$2.9M0.12%
100CHUBB LIMITEDCB14,637$2.9M0.11%
101TESLA INCTSLA4,254$2.9M0.11%
102LINDE PLCLIN9,577$2.8M0.11%
103HONEYWELL INTL INC43851610615,810$2.7M0.11%
104CHECK POINT SOFTWARE TECH LTM2246510422,079$2.7M0.11%
105DOVER CORPDOV21,897$2.7M0.11%
106WATERS CORP9418481037,930$2.6M0.10%
107KIMBERLY-CLARK CORPKMB19,403$2.6M0.10%
108ADOBE SYSTEMS INCORPORATEDADBE6,833$2.5M0.10%
109PHILLIPS 66PSX27,153$2.2M0.09%
110BAXTER INTL INC07181310934,656$2.2M0.09%
111NOVO-NORDISK A SNONOF19,746$2.2M0.09%
112BROOKLINE BANCORP INC DEL11373M107160,161$2.1M0.09%
113BERKSHIRE HATHAWAY INC DELBRK-A5$2.0M0.08%
114VANGUARD INTL EQUITY INDEX F92204285846,926$2.0M0.08%
115CARRIER GLOBAL CORPORATIONCARR53,892$1.9M0.08%
116ISHARES TR46428857026,500$1.9M0.08%
117NEXTERA ENERGY INCNEE-PW24,516$1.9M0.08%
118ISHARES TR46428740813,041$1.8M0.07%
119CSX CORPCSX54,150$1.6M0.06%
120ISHARES TR46435G51623,244$1.5M0.06%
121AMETEK INCAME12,750$1.4M0.06%
122ISHARES TR46428746521,986$1.4M0.05%
123ECOLAB INCECL8,792$1.4M0.05%
124TORONTO DOMINION BK ONTTORO20,470$1.3M0.05%
125PACCAR INCPCAR15,975$1.3M0.05%
126SELECT SECTOR SPDR TR81369Y50618,060$1.3M0.05%
127LOWES COS INC5486611077,346$1.3M0.05%
128VANGUARD WORLD FD92191073319,310$1.3M0.05%
129VANGUARD INDEX FDS9229087365,668$1.3M0.05%
130LULULEMON ATHLETICA INCLULU4,570$1.2M0.05%
131STRYKER CORPORATIONSYK6,241$1.2M0.05%
132DUPONT DE NEMOURS INCDD22,104$1.2M0.05%
133ISHARES TR46428723430,008$1.2M0.05%
134CISCO SYS INCCSCO27,404$1.2M0.05%
135AT&T INCT-PC53,295$1.1M0.04%
136VERIZON COMMUNICATIONS INCVZ21,474$1.1M0.04%
137DOW INCDOW20,632$1.1M0.04%
138VANGUARD INDEX FDS9229085385,915$1.0M0.04%
139CAPITAL ONE FINL CORP14040H1059,057$943,6490.04%
140BOOKING HOLDINGS INCBKNG535$935,7100.04%
141NORFOLK SOUTHN CORP6558441084,113$934,8440.04%
142US BANCORP DELUSB-PS20,304$934,3900.04%
143ISHARES TR46428868728,266$929,3860.04%
144METTLER TOLEDO INTERNATIONALMTD800$919,0160.04%
145ISHARES TR46428787910,310$917,8990.04%
146PNC FINL SVCS GROUP INC6934751055,716$901,8130.04%
147VANGUARD INDEX FDS9229086526,782$889,1200.04%
148VMWARE INC9285634027,477$852,2280.03%
149SCHLUMBERGER LTDSLB23,785$850,5520.03%
150DELL TECHNOLOGIES INCDELL18,168$839,5430.03%
151LILLY ELI & COLLY2,537$822,5720.03%
152MASTERCARD INCORPORATEDMA2,449$772,6110.03%
153FORTIVE CORPFTV13,598$739,4590.03%
154WELLS FARGO CO NEW94974610118,756$734,6730.03%
155VANGUARD SCOTTSDALE FDS92206C4099,455$721,0380.03%
156DIMENSIONAL ETF TRUST25434V70830,643$713,9820.03%
157LOCKHEED MARTIN CORPLMT1,658$712,8740.03%
158MICROCHIP TECHNOLOGY INC.MCHPP12,175$707,1240.03%
159VANGUARD WORLD FDS92204A7022,102$686,4080.03%
160ISHARES TR4642876554,001$677,6090.03%
161ISHARES TR4642877218,412$672,5390.03%
162QUEST DIAGNOSTICS INCDGX4,998$664,6340.03%
163ANIKA THERAPEUTICS INCANIK29,550$659,5560.03%
164HERSHEY COHSY3,000$645,4800.03%
165AMERICAN INTL GROUP INC02687478412,275$627,6210.03%
166HOLOGIC INCHOLX8,991$623,0760.02%
167AFLAC INCAFL11,222$620,9130.02%
168PAYCHEX INCPAYX5,367$611,1400.02%
169GENERAL MLS INC3703341047,999$603,5250.02%
170AMERICAN TOWER CORP NEW03027X1002,302$588,3680.02%
171CIGNA CORP NEW1255231002,226$586,5960.02%
172ISHARES TR4642882576,951$583,1190.02%
173L3HARRIS TECHNOLOGIES INCLHX2,406$581,5300.02%
174DOMINION ENERGY INCD7,048$562,5010.02%
175DIMENSIONAL ETF TRUST25434V72417,795$562,3220.02%
176MORGAN STANLEYMS-PQ7,329$557,4440.02%
177TEXAS INSTRS INC8825081043,531$542,5380.02%
178VANGUARD SPECIALIZED FUNDS9219088443,755$538,7770.02%
179JACOBS ENGR GROUP INC4698141074,064$516,6560.02%
180MCCORMICK & CO INCMKC-V6,064$504,8280.02%
181DUKE ENERGY CORP NEWDUKB4,646$498,0980.02%
182CORNING INCGLW15,740$495,9670.02%
183ASSOCIATED BANC CORPASBA27,074$494,3710.02%
184VANGUARD INDEX FDS9229087692,602$490,7890.02%
185ISHARES TR4642874997,511$485,6610.02%
186TRAVELERS COMPANIES INCTRV2,847$481,5130.02%
187ISHARES TR4642886469,386$474,4620.02%
188VANGUARD WHITEHALL FDS9219464064,632$471,0740.02%
189WEYERHAEUSER CO MTN BEWY13,996$463,5480.02%
190EVERSOURCE ENERGYES5,475$462,4730.02%
191VANGUARD MUN BD FDS9229077469,045$451,5260.02%
192INVESCO QQQ TRIVZ1,578$442,2820.02%
193ISHARES TR4642877886,307$441,3640.02%
194VANGUARD WORLD FD9219107258,855$434,2490.02%
195PHILIP MORRIS INTL INC7181721094,303$424,8780.02%
196BLACKSTONE INCBX4,628$422,1990.02%
197ISHARES TR46428822422,135$421,6720.02%
198QUALCOMM INCQCOM3,281$419,1150.02%
199CORTEVA INCCTVA7,737$418,8810.02%
200RESMED INCRSMDF1,979$414,8580.02%
201ISHARES TR4642875491,270$373,8750.01%
202INTERNATIONAL PAPER CO4601461038,911$372,7470.01%
203HEXCEL CORP NEW4282911086,980$365,1240.01%
204ISHARES TR4642871683,045$358,3050.01%
205ISHARES TR4642877621,313$353,0920.01%
206EMBECTA CORPEMBC13,690$346,6310.01%
207KLA CORPKLAC1,085$346,2020.01%
208COGNIZANT TECHNOLOGY SOLUTIOCTSH5,100$344,1990.01%
209MEDTRONIC PLCMDT3,809$341,8580.01%
210SPDR SER TR78464A7632,870$340,6400.01%
211ANALOG DEVICES INCADI2,328$340,0980.01%
212ORGANON & COOGN9,959$336,1160.01%
213FORTUNE BRANDS HOME & SEC INFBIN5,597$335,1480.01%
214ISHARES TR4642876221,600$332,4160.01%
215TARGET CORPTGT2,350$331,8900.01%
216INVESCO EXCH TRADED FD TR IIIVZ4,585$327,3230.01%
217EOG RES INCEOG2,939$324,5830.01%
218SPROTT PHYSICAL GOLD TRSII22,687$321,7020.01%
219SHELL PLCRYDAF6,135$320,7990.01%
220WALGREENS BOOTS ALLIANCE INC9314271088,380$317,6020.01%
221SOUTHERN COSOMN4,424$315,4750.01%
222FORD MTR CO DEL34537086028,295$314,9230.01%
223SPDR DOW JONES INDL AVERAGE78467X109970$298,5850.01%
224BOEING COBA-PA2,158$295,0420.01%
225SELECT SECTOR SPDR TR81369Y2092,274$291,6180.01%
226LAM RESEARCH CORPLRCX675$287,6510.01%
227ESSENTIAL UTILS INC29670G1026,232$285,7370.01%
228STERIS PLCSTE1,325$273,1490.01%
229SPDR GOLD TRGLD1,620$272,9050.01%
230INGREDION INCINGR2,998$264,3040.01%
231ISHARES TR4642883564,600$259,7160.01%
232PROLOGIS INC.PLDGP2,206$259,5360.01%
233GALLAGHER ARTHUR J & CO3635761091,576$256,9510.01%
234ISHARES TR4642871762,214$252,1970.01%
235UNITEDHEALTH GROUP INCUNH480$246,5420.01%
236SELECT SECTOR SPDR TR81369Y8605,917$241,7690.01%
237CLOROX CO DELCLX1,708$240,7940.01%
238SHOPIFY INCSHOP7,700$240,5480.01%
239PPG INDS INC6935061071,962$224,3350.01%
240TRUIST FINL CORP89832Q1094,691$222,4940.01%
241SPDR SER TR78468R7962,395$220,9150.01%
242ABB LTDABLZF8,130$217,3150.01%
243HUBSPOT INCHUBS707$212,5600.01%
244CUMMINS INCCMI1,088$210,5610.01%
245PRUDENTIAL FINL INCPUKPF2,148$205,5210.01%
246GSK PLCGLAXF4,721$205,5050.01%
247STATE STR CORPSTT-PG3,322$204,8010.01%
248EASTERN BANKSHARES INCEBC10,000$184,6000.01%
249WARNER BROS DISCOVERY INCWBD11,982$160,7980.01%
250MERSANA THERAPEUTICS INC59045L10623,529$108,7040.00%
251ETF MANAGERS TR26924G50810,000$58,0000.00%
252BARK INCBARKW18,778$24,0360.00%