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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 Q3 2023 · Filed August 8, 2023 · Accession 0001172661-23-002798

Total Value
$2.79B
Positions
252
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (252)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL1,425,157$276.4M9.89%
2MICROSOFT CORPMSFT453,549$154.5M5.53%
3BROADCOM INCAVGO123,487$107.1M3.83%
4ALPHABET INCGOOG823,560$99.6M3.57%
5AMAZON COM INCAMZN581,595$75.8M2.71%
6NVIDIA CORPORATIONNVDA177,556$75.1M2.69%
7WALMART INCWMT445,577$70.0M2.51%
8MERCK & CO INCMRK587,805$67.8M2.43%
9THERMO FISHER SCIENTIFIC INCTMO128,643$67.1M2.40%
10ALPHABET INCGOOG495,681$59.3M2.12%
11JPMORGAN CHASE & COVYLD405,604$59.0M2.11%
12ABBOTT LABSABLZF518,074$56.5M2.02%
13JOHNSON & JOHNSONJNJ322,288$53.3M1.91%
14ISHARES TR464287200117,163$52.2M1.87%
15META PLATFORMS INCMETA168,541$48.4M1.73%
16BOSTON SCIENTIFIC CORPBSX875,245$47.3M1.69%
17VISA INCV192,599$45.7M1.64%
18BANK AMERICA CORP0605051041,470,807$42.2M1.51%
19RAYTHEON TECHNOLOGIES CORPRTX425,113$41.6M1.49%
20DEERE & CODE95,177$38.6M1.38%
21SPDR S&P 500 ETF TRSPY82,281$36.5M1.31%
22BECTON DICKINSON & COBDX136,879$36.1M1.29%
23HOME DEPOT INCHD115,954$36.0M1.29%
24PEPSICO INCPEP192,474$35.6M1.28%
25TERADYNE INCTER306,269$34.1M1.22%
26GOLDMAN SACHS GROUP INCGSCE104,008$33.5M1.20%
27ADVANCED MICRO DEVICES INCAMD290,978$33.1M1.19%
28XYLEM INCXYL291,132$32.8M1.17%
29ISHARES TR464287507120,093$31.4M1.12%
30COLGATE PALMOLIVE COCL390,828$30.1M1.08%
31WASTE MGMT INC DEL94106L109163,121$28.3M1.01%
32OTIS WORLDWIDE CORPOTIS293,487$26.1M0.93%
33VANGUARD INDEX FDS922908751130,746$26.0M0.93%
34DISNEY WALT CO254687106281,721$25.2M0.90%
35MARSH & MCLENNAN COS INC571748102126,323$23.8M0.85%
36UNITED PARCEL SERVICE INCUPS127,523$22.9M0.82%
37SALESFORCE INCCRM108,144$22.8M0.82%
38NIKE INCNKE204,011$22.5M0.81%
39DIAGEO PLCDGEAF128,914$22.4M0.80%
40INTUITINTU44,837$20.5M0.74%
41VANGUARD INDEX FDS92290836349,562$20.2M0.72%
42ORACLE CORPORCL-PD165,740$19.7M0.71%
43ALCON AGALC226,387$18.8M0.67%
44SPDR S&P MIDCAP 400 ETF TRMDY36,111$17.3M0.62%
45BERKSHIRE HATHAWAY INC DELBRK-A50,310$17.2M0.61%
46VANGUARD INTL EQUITY INDEX F922042775303,382$16.5M0.59%
47EBAY INC.EBAY362,063$16.2M0.58%
48CME GROUP INCCME86,075$15.9M0.57%
49ILLINOIS TOOL WKS INC45230810961,586$15.4M0.55%
50ZOETIS INCZTS87,630$15.1M0.54%
51ISHARES TR464287804149,097$14.9M0.53%
52MEDTRONIC PLCMDT158,402$14.0M0.50%
53AIRBNB INCABNB108,356$13.9M0.50%
54VANGUARD BD INDEX FDS921937827182,258$13.8M0.49%
55VANGUARD INDEX FDS92290862962,215$13.7M0.49%
56GENERAL MTRS CO37045V100352,399$13.6M0.49%
57EXXON MOBIL CORPXOM125,098$13.4M0.48%
58GRAINGER W W INC38480210416,448$13.0M0.46%
59ASML HOLDING N VASMLF17,809$12.9M0.46%
60LAUDER ESTEE COS INC51843910465,050$12.8M0.46%
61DANAHER CORPORATION23585110252,080$12.5M0.45%
62ROPER TECHNOLOGIES INCROP25,209$12.1M0.43%
63SMITH & NEPHEW PLCSNNUF357,701$11.5M0.41%
64MCDONALDS CORPMCD37,435$11.2M0.40%
65AUTOMATIC DATA PROCESSING INADP47,286$10.4M0.37%
66ACCENTURE PLC IRELANDACN32,547$10.0M0.36%
67TJX COS INC NEW872540109115,434$9.8M0.35%
68MONDELEZ INTL INC609207105134,047$9.8M0.35%
69CATERPILLAR INCCAT39,140$9.6M0.34%
70PROCTER AND GAMBLE CO74271810962,600$9.5M0.34%
71FISERV INCFISV74,838$9.4M0.34%
72EDWARDS LIFESCIENCES CORPEW94,173$8.9M0.32%
73COCA COLA COKO121,498$7.3M0.26%
74DOLLAR GEN CORP NEW25667710540,521$6.9M0.25%
75ROSS STORES INCROST58,640$6.6M0.24%
76ABBVIE INCABBV45,347$6.1M0.22%
77VANGUARD TAX-MANAGED FDS921943858126,935$5.9M0.21%
78AMERICAN EXPRESS COAXP33,252$5.8M0.21%
79AMGEN INCAMGN25,471$5.7M0.20%
80EMERSON ELEC COEMR51,419$4.6M0.17%
813M COMMM45,864$4.6M0.16%
82AIR PRODS & CHEMS INCAIIR15,030$4.5M0.16%
83CVS HEALTH CORPCVS64,333$4.4M0.16%
84IDEXX LABS INC45168D1048,822$4.4M0.16%
85SPLUNK INC84863710440,722$4.3M0.15%
86COSTCO WHSL CORP NEW22160K1057,499$4.0M0.14%
87CHEVRON CORP NEWCVX25,295$4.0M0.14%
88INTERNATIONAL BUSINESS MACHSINTR29,451$3.9M0.14%
89ISHARES TR46428824080,035$3.9M0.14%
90LINDE PLCLIN9,327$3.6M0.13%
91ISHARES TR46428815834,141$3.6M0.13%
92SELECT SECTOR SPDR TR81369Y605105,240$3.5M0.13%
93INDEPENDENT BK CORP MASS45383610879,385$3.5M0.13%
94PFIZER INCPFE94,124$3.5M0.12%
95GILEAD SCIENCES INCGILD43,406$3.3M0.12%
96UNION PAC CORPUNP16,288$3.3M0.12%
97TESLA INCTSLA12,710$3.3M0.12%
98NOVO-NORDISK A SNONOF19,358$3.1M0.11%
99HONEYWELL INTL INC43851610614,739$3.1M0.11%
100INTEL CORPINTC87,609$2.9M0.10%
101ADOBE SYSTEMS INCORPORATEDADBE5,970$2.9M0.10%
102BERKSHIRE HATHAWAY INC DELBRK-A5$2.6M0.09%
103CHECK POINT SOFTWARE TECH LTM2246510420,592$2.6M0.09%
104CHUBB LIMITEDCB13,137$2.5M0.09%
105CARRIER GLOBAL CORPORATIONCARR49,146$2.4M0.09%
106GENERAL ELECTRIC CO36960430122,116$2.4M0.09%
107KIMBERLY-CLARK CORPKMB17,405$2.4M0.09%
108COMCAST CORP NEWCCZ55,251$2.3M0.08%
109ISHARES TR46428857026,380$2.2M0.08%
110SYSCO CORPSYY28,079$2.1M0.07%
111BRISTOL-MYERS SQUIBB COCELG-RI32,044$2.0M0.07%
112PACCAR INCPCAR23,955$2.0M0.07%
113NORTHERN TR CORPNTRSO25,245$1.9M0.07%
114CSX CORPCSX53,420$1.8M0.07%
115WATERS CORP9418481036,490$1.7M0.06%
116LULULEMON ATHLETICA INCLULU4,570$1.7M0.06%
117ISHARES TR46435G51623,244$1.7M0.06%
118ECOLAB INCECL8,700$1.6M0.06%
119VANGUARD WORLD FD92191073320,680$1.6M0.06%
120VANGUARD INDEX FDS9229087365,518$1.6M0.06%
121LOWES COS INC5486611076,844$1.5M0.06%
122STRYKER CORPORATIONSYK4,986$1.5M0.05%
123ISHARES TR46428746520,672$1.5M0.05%
124CISCO SYS INCCSCO27,616$1.4M0.05%
125BOOKING HOLDINGS INCBKNG521$1.4M0.05%
126CONOCOPHILLIPSCOP13,154$1.4M0.05%
127DOVER CORPDOV9,186$1.4M0.05%
128BROOKLINE BANCORP INC DEL11373M107153,416$1.3M0.05%
129NEXTERA ENERGY INCNEE-PW17,803$1.3M0.05%
130VANGUARD INTL EQUITY INDEX F92204285832,244$1.3M0.05%
131ISHARES TR46428723430,274$1.2M0.04%
132TORONTO DOMINION BK ONTTORO19,144$1.2M0.04%
133BAXTER INTL INC07181310925,885$1.2M0.04%
134VANGUARD INDEX FDS9229085385,705$1.2M0.04%
135SCHLUMBERGER LTDSLB23,143$1.1M0.04%
136VANGUARD INTL EQUITY INDEX F92204271810,080$1.1M0.04%
137LILLY ELI & COLLY2,352$1.1M0.04%
138MICROCHIP TECHNOLOGY INC.MCHPP12,175$1.1M0.04%
139METTLER TOLEDO INTERNATIONALMTD800$1.0M0.04%
140BLACKSTONE INCBX11,266$1.0M0.04%
141PAYPAL HLDGS INCPYPL15,513$1.0M0.04%
142VMWARE INC9285634027,033$1.0M0.04%
143ISHARES TR4642874086,253$1.0M0.04%
144NORFOLK SOUTHN CORP6558441084,148$940,6010.03%
145VANGUARD WORLD FDS92204A7022,110$932,9580.03%
146DELL TECHNOLOGIES INCDELL16,998$919,7620.03%
147ISHARES TR4642878799,520$905,2570.03%
148MASTERCARD INCORPORATEDMA2,191$861,7210.03%
149FORTIVE CORPFTV11,273$842,8830.03%
150AMERICAN INTL GROUP INC02687478414,610$840,6600.03%
151DIMENSIONAL ETF TRUST25434V70830,643$831,9580.03%
152LOCKHEED MARTIN CORPLMT1,735$798,7600.03%
153AT&T INCT-PC50,018$797,7870.03%
154ISHARES TR4642876554,195$785,5980.03%
155AFLAC INCAFL11,199$781,6910.03%
156VANGUARD INDEX FDS9229086525,230$778,3810.03%
157ISHARES TR4642877217,135$776,7880.03%
158VERIZON COMMUNICATIONS INCVZ20,239$752,6890.03%
159VANGUARD SCOTTSDALE FDS92206C4099,948$752,6660.03%
160ANIKA THERAPEUTICS INCANIK28,800$748,2240.03%
161PNC FINL SVCS GROUP INC6934751055,827$733,9110.03%
162HOLOGIC INCHOLX9,021$730,4310.03%
163QUEST DIAGNOSTICS INCDGX4,998$702,5190.03%
164GENERAL MLS INC3703341048,863$679,7930.02%
165HERSHEY COHSY2,700$674,1900.02%
166TEXAS INSTRS INC8825081043,739$673,0950.02%
167ISHARES TR4642874999,058$661,5060.02%
168CAPITAL ONE FINL CORP14040H1056,040$660,6340.02%
169WELLS FARGO CO NEW94974610115,169$647,4130.02%
170ISHARES TR4642882576,626$635,6990.02%
171ISHARES TR4642871685,567$630,7420.02%
172VANGUARD INDEX FDS9229087692,848$627,3580.02%
173PHILIP MORRIS INTL INC7181721096,314$616,3730.02%
174DIMENSIONAL ETF TRUST25434V72417,795$613,9280.02%
175VANGUARD SPECIALIZED FUNDS9219088443,772$612,7400.02%
176US BANCORP DELUSB-PS18,343$606,0630.02%
177PAYCHEX INCPAYX5,367$600,4070.02%
178THE CIGNA GROUP1255231002,067$580,0010.02%
179MORGAN STANLEYMS-PQ6,682$570,6430.02%
180INVESCO QQQ TRIVZ1,455$537,5070.02%
181HEXCEL CORP NEW4282911086,980$530,6200.02%
182MCCORMICK & CO INCMKC-V5,994$522,8570.02%
183KLA CORPKLAC1,060$514,1220.02%
184GE HEALTHCARE TECHNOLOGIES IGEHC6,258$508,3680.02%
185TRAVELERS COMPANIES INCTRV2,847$494,4110.02%
186BOEING COBA-PA2,293$484,1900.02%
187WEYERHAEUSER CO MTN BEWY13,864$464,5830.02%
188SHOPIFY INCSHOP7,170$463,1820.02%
189ISHARES TR4642875491,175$461,6230.02%
190SPDR GOLD TRGLD2,560$456,3720.02%
191VANGUARD MUN BD FDS9229077469,045$454,2400.02%
192ANALOG DEVICES INCADI2,328$453,5180.02%
193JACOBS SOLUTIONS INCJ3,794$451,0690.02%
194ISHARES TR46428822424,300$447,1200.02%
195INVESCO EXCH TRADED FD TR IIIVZ38,560$438,4280.02%
196QUALCOMM INCQCOM3,683$438,4250.02%
197LAM RESEARCH CORPLRCX675$433,9310.02%
198RESMED INCRSMDF1,979$432,4120.02%
199L3HARRIS TECHNOLOGIES INCLHX2,176$425,9960.02%
200ISHARES TR46428868713,701$423,7720.02%
201ISHARES TR4642877621,415$396,5580.01%
202ISHARES TR4642876221,565$381,4540.01%
203SPDR SER TR78464A7633,090$378,7730.01%
204ISHARES TR4642886467,536$378,0820.01%
205GALLAGHER ARTHUR J & CO3635761091,696$372,3910.01%
206CORTEVA INCCTVA6,284$360,0930.01%
207INVESCO EXCH TRADED FD TR IIIVZ4,995$356,7430.01%
208DUKE ENERGY CORP NEWDUKB3,945$354,0250.01%
209SHELL PLCRYDAF5,774$348,6350.01%
210EVERSOURCE ENERGYES4,795$340,0620.01%
211TARGET CORPTGT2,567$338,5880.01%
212PPG INDS INC6935061072,132$316,1760.01%
213ISHARES TR4642877884,207$313,8850.01%
214SPROTT PHYSICAL GOLD TRSII21,000$313,3200.01%
215PRUDENTIAL FINL INCPUKPF3,520$310,5350.01%
216MONGODB INCMDB750$308,2430.01%
217AMERICAN TOWER CORP NEW03027X1001,526$295,9530.01%
218GENUINE PARTS COGPC1,736$293,7840.01%
219PROLOGIS INC.PLDGP2,304$282,5400.01%
220SPDR DOW JONES INDL AVERAGE78467X109810$278,5190.01%
221ENTERPRISE PRODS PARTNERS L29379210710,474$275,9900.01%
222DUPONT DE NEMOURS INCDD3,856$275,4730.01%
223SPDR SER TR78468R7967,365$266,3930.01%
224VANGUARD WHITEHALL FDS9219464062,410$255,6290.01%
225CLOROX CO DELCLX1,599$254,3050.01%
226DARDEN RESTAURANTS INCDRI1,496$249,9520.01%
227ESSENTIAL UTILS INC29670G1026,232$248,7200.01%
228ISHARES TR46434V6214,712$242,8100.01%
229INTUITIVE SURGICAL INCISRG708$242,0940.01%
230ISHARES TR464287614875$240,7830.01%
231ISHARES TR4642871762,214$238,2710.01%
232EATON CORP PLCETN1,181$237,5000.01%
233WALGREENS BOOTS ALLIANCE INC9314271088,265$235,4700.01%
234WATSCO INCWSO-B602$229,6450.01%
235COGNIZANT TECHNOLOGY SOLUTIOCTSH3,400$221,9520.01%
236STATE STR CORPSTT-PG3,022$221,1500.01%
237MAGELLAN MIDSTREAM PRTNRS LP5590801063,420$213,1350.01%
238CUMMINS INCCMI866$212,3090.01%
239VANGUARD INTL EQUITY INDEX F9220428743,435$211,9400.01%
240VANGUARD WORLD FD9219107253,955$210,0510.01%
241NOVARTIS AGNVSEF2,071$208,9850.01%
242DOMINION ENERGY INCD4,014$207,8860.01%
243AMETEK INCAME1,267$205,1020.01%
244BANK NEW YORK MELLON CORP0640581004,573$203,5900.01%
245VERTEX PHARMACEUTICALS INCVRTX573$201,6450.01%
246SELECT SECTOR SPDR TR81369Y2091,517$201,3520.01%
247ASSOCIATED BANC CORPASBA10,983$178,2550.01%
248FORD MTR CO DEL34537086010,545$159,5460.01%
249ENERGY TRANSFER L PET-PI10,300$130,8100.00%
250EASTERN BANKSHARES INCEBC10,000$122,7000.00%
251MERSANA THERAPEUTICS INC59045L10623,529$77,4110.00%
252BARK INCBARKW18,778$24,9750.00%