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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

TRUE Private Wealth Advisors

Quarter ended Q1 2024 · Filed April 25, 2024 · Accession 0001172661-24-001939

Total Value
$871.8M
Positions
284
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (284)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F8341,359,290$92.2M10.58%
2INVESCO EXCHANGE TRADED FD TIVZ342,741$58.0M6.66%
3ISHARES TR464287150441,691$50.9M5.84%
4ISHARES TR4642886871,378,133$44.4M5.10%
5FIRST TR MORNINGSTAR DIVID L3369171091,108,956$42.7M4.89%
6ISHARES TR46429B655816,830$41.7M4.78%
7ISHARES TR464288166329,582$35.6M4.08%
8ISHARES TR464287598175,251$31.4M3.60%
9ISHARES TR464287507441,462$26.8M3.08%
10ISHARES TR464287655126,559$26.6M3.05%
11APPLE INCAAPL154,177$26.4M3.03%
12MICROSOFT CORPMSFT43,742$18.4M2.11%
13AMAZON COM INCAMZN58,927$10.6M1.22%
14ISHARES TR46428720019,643$10.3M1.18%
15VANGUARD WORLD FD92204A70219,581$10.3M1.18%
16VANGUARD INDEX FDS92290836320,859$10.0M1.15%
17ISHARES TR464287457109,114$8.9M1.02%
18ISHARES TR46428780468,811$7.6M0.87%
19NVIDIA CORPORATIONNVDA8,283$7.5M0.86%
20INVESCO QQQ TRIVZ16,806$7.5M0.86%
21ISHARES TR46432F84299,045$7.4M0.84%
22ELI LILLY & COLLY8,985$7.0M0.80%
23BERKSHIRE HATHAWAY INC DELBRK-A15,756$6.6M0.76%
24ISHARES TR46434V613142,160$6.5M0.74%
25ISHARES TR464289867112,878$6.3M0.72%
26JPMORGAN CHASE & COVYLD30,792$6.2M0.71%
27EXXON MOBIL CORPXOM52,693$6.1M0.70%
28CHEVRON CORP NEWCVX36,814$5.8M0.67%
29ABBVIE INCABBV31,518$5.7M0.66%
30COSTCO WHSL CORP NEW22160K1057,477$5.5M0.63%
31PEPSICO INCPEP29,446$5.2M0.59%
32ISHARES TR46428772137,229$5.0M0.58%
33JOHNSON & JOHNSONJNJ30,565$4.8M0.55%
34ALPHABET INCGOOG31,554$4.8M0.55%
35UNITED RENTALS INCURI6,246$4.5M0.52%
36EMERSON ELEC COEMR39,673$4.5M0.52%
37SELECT SECTOR SPDR TR81369Y85254,639$4.5M0.51%
38ISHARES TR46434V803122,021$4.3M0.49%
39GOLDMAN SACHS GROUP INCGSCE9,917$4.1M0.48%
40US BANCORP DELUSB-PS82,656$3.7M0.42%
41SELECT SECTOR SPDR TR81369Y40719,473$3.6M0.41%
42VANGUARD WORLD FD92204A50413,224$3.6M0.41%
43ARK ETF TR00214Q10471,339$3.6M0.41%
44VANGUARD INDEX FDS92290874420,234$3.3M0.38%
45ISHARES TR46428740817,581$3.3M0.38%
46SPDR S&P 500 ETF TRSPY5,982$3.1M0.36%
47SELECT SECTOR SPDR TR81369Y60573,906$3.1M0.36%
483M COMMM28,815$3.1M0.35%
49ISHARES TR46428730935,809$3.0M0.35%
50SELECT SECTOR SPDR TR81369Y70423,852$3.0M0.34%
51GRANITESHARES ETF TR38747R82771,642$3.0M0.34%
52ISHARES INC46434G10354,453$2.8M0.32%
53SPDR SER TR78464A35936,651$2.7M0.31%
54ALPHABET INCGOOG17,472$2.7M0.31%
55DIREXION SHS ETF TR25459W10232,851$2.6M0.30%
56VANGUARD WHITEHALL FDS92194640621,269$2.6M0.30%
57VERIZON COMMUNICATIONS INCVZ59,541$2.5M0.29%
58DUTCH BROS INCBROS73,957$2.4M0.28%
59ISHARES TR46432F33913,443$2.2M0.25%
60BANK MONTREAL MEDIUM0636795346,605$2.2M0.25%
61META PLATFORMS INCMETA4,381$2.1M0.24%
62VANGUARD WORLD FD92204A2079,990$2.0M0.23%
63ISHARES TR46428858821,553$2.0M0.23%
64SCHWAB STRATEGIC TR80852479724,089$1.9M0.22%
65BLACKROCK ETF TRUSTBLK42,436$1.9M0.22%
66PFIZER INCPFE67,248$1.9M0.21%
67DIREXION SHS ETF TR25461A85853,736$1.8M0.21%
68SALESFORCE INCCRM5,860$1.8M0.20%
69DIREXION SHS ETF TR25461A86638,477$1.8M0.20%
70ISHARES TR46428987540,027$1.7M0.20%
71ISHARES GOLD TRIAU38,068$1.6M0.18%
72TESLA INCTSLA9,016$1.6M0.18%
73SPDR GOLD TRGLD7,676$1.6M0.18%
74CATERPILLAR INCCAT4,302$1.6M0.18%
75VANGUARD BD INDEX FDS92193782720,244$1.6M0.18%
76SELECT SECTOR SPDR TR81369Y50615,793$1.5M0.17%
77PROCTER AND GAMBLE CO7427181098,948$1.5M0.17%
78WELLS FARGO CO NEW94974610124,585$1.4M0.16%
79VANECK ETF TRUST92189F64315,352$1.4M0.16%
80VISA INCV4,897$1.4M0.16%
81ISHARES TR46428887724,684$1.3M0.15%
82NIKE INCNKE13,986$1.3M0.15%
83DIREXION SHS ETF TR25461A87456,789$1.3M0.15%
84ISHARES TR46428888512,249$1.3M0.15%
85INTERNATIONAL BUSINESS MACHSINTR6,447$1.2M0.14%
86BOEING COBA-PA6,312$1.2M0.14%
87KEYCORP49326710875,336$1.2M0.14%
88FORTINET INCFTNT17,200$1.2M0.13%
89ISHARES TR46428985915,256$1.1M0.13%
90UNITEDHEALTH GROUP INCUNH2,224$1.1M0.13%
91PHILIP MORRIS INTL INC71817210911,635$1.1M0.12%
92PALO ALTO NETWORKS INCPANW3,729$1.1M0.12%
93DIREXION SHS ETF TR25460G60914,561$1.0M0.12%
94GRANITESHARES ETF TR38747R84338,397$1.0M0.12%
95APPLIED MATLS INC0382221054,850$1.0M0.11%
96PACER FDS TR69374H88117,193$999,0980.11%
97VANECK ETF TRUST92189H74818,457$974,9250.11%
98RTX CORPORATIONRTX9,952$970,5890.11%
99VANGUARD BD INDEX FDS92193781912,015$905,9450.10%
100STARBUCKS CORPSBUX9,887$903,5270.10%
101ISHARES TR46435G4257,849$902,3290.10%
102CISCO SYS INCCSCO17,877$891,4140.10%
103HOME DEPOT INCHD2,312$886,8830.10%
104ISHARES TR4642872428,108$883,0890.10%
105ISHARES TR4642872268,895$871,2110.10%
106VANGUARD INDEX FDS9229086114,522$867,7410.10%
107ISHARES TR4642876222,941$847,0960.10%
108THERMO FISHER SCIENTIFIC INCTMO1,409$818,7140.09%
109WALMART INCWMT13,402$806,4100.09%
110ORACLE CORPORCL-PD6,414$805,6680.09%
111MORGAN STANLEYMS-PQ8,549$804,9880.09%
112INTUITINTU1,229$799,1010.09%
113ISHARES TR4642871767,331$787,3880.09%
114BRISTOL-MYERS SQUIBB COCELG-RI14,403$781,0950.09%
115FISERV INCFISV4,862$777,0660.09%
116AMGEN INCAMGN2,727$775,4760.09%
117MCDONALDS CORPMCD2,687$757,6520.09%
118ISHARES TR4642876142,245$756,7310.09%
119INVESCO EXCHANGE TRADED FD TIVZ6,551$752,5040.09%
120MERCK & CO INCMRK5,656$746,2660.09%
121AIRBNB INCABNB4,490$740,6700.08%
122ALASKA AIR GROUP INCALK17,182$738,6450.08%
123CROWDSTRIKE HLDGS INCCRWD2,288$733,5370.08%
124ARK ETF TR00214Q70824,185$733,5270.08%
125NOVO-NORDISK A SNONOF5,648$725,2080.08%
126SPDR SER TR78468R6227,551$718,8550.08%
127SPDR SER TR78468R73915,079$715,3480.08%
128NORTHWEST NAT HLDG CO66765N10518,962$705,7750.08%
129BLACKROCK ETF TRUST IIBLK13,307$698,0740.08%
130ISHARES TR46429B26730,652$697,9460.08%
131BLACKSTONE INCBX5,296$695,7360.08%
132BROADCOM INCAVGO517$685,0290.08%
133SELECT SECTOR SPDR TR81369Y88610,405$683,0880.08%
134PAYCHEX INCPAYX5,517$677,5020.08%
135COCA COLA COKO10,972$670,4570.08%
136KROGER COKR11,567$660,8220.08%
137CLOROX CO DELCLX4,217$645,6710.07%
138ALTRIA GROUP INCMO14,679$640,3190.07%
139BERKSHIRE HATHAWAY INC DELBRK-A1$634,4400.07%
140DISNEY WALT CO2546871065,145$629,5450.07%
141VANGUARD INDEX FDS9229087361,763$606,8330.07%
142ISHARES TR4642884145,633$606,3620.07%
143LOWES COS INC5486611072,368$603,3260.07%
144KIMBERLY-CLARK CORPKMB4,656$602,2050.07%
145COMCAST CORP NEWCCZ13,891$602,1750.07%
146PROSHARES TR74347X8319,777$601,8990.07%
147BANK AMERICA CORP06050510415,747$597,1100.07%
148ISHARES TR4642876714,997$585,6620.07%
149AUTOMATIC DATA PROCESSING INADP2,315$578,0730.07%
150SNAP INCSNAP49,642$569,8860.07%
151ACCENTURE PLC IRELANDACN1,614$559,5860.06%
152ISHARES INC46434G7649,710$559,0230.06%
153SOUTHWEST AIRLS CO84474110818,914$552,0980.06%
154VANGUARD SPECIALIZED FUNDS9219088442,887$527,2040.06%
155AUTOZONE INCAZO167$526,3260.06%
156PACER FDS TR69374H70915,079$523,2300.06%
157CHECK POINT SOFTWARE TECH LTM224651043,121$511,8750.06%
158MASTERCARD INCORPORATEDMA1,062$511,5590.06%
159LOUISIANA PAC CORPLPX6,068$509,1910.06%
160SIGA TECHNOLOGIES INCSIGA59,389$508,3700.06%
161MICRON TECHNOLOGY INCMU4,283$504,9230.06%
162DIREXION SHS ETF TR25461A84114,309$493,7890.06%
163NETFLIX INCNFLX812$493,1520.06%
164ABBOTT LABSABLZF4,336$492,8550.06%
165COLUMBIA BKG SYS INC19723610225,356$490,2550.06%
166INTERCONTINENTAL EXCHANGE IN45866F1043,564$489,7880.06%
167CENCORA INCCOR2,010$488,4590.06%
168STRYKER CORPORATIONSYK1,353$484,2360.06%
169VANECK ETF TRUST92189H73013,852$472,4920.05%
170HONEYWELL INTL INC4385161062,242$460,1620.05%
171FAIR ISAAC CORPFICO365$456,1080.05%
172DEERE & CODE1,110$455,9210.05%
173MSCI INCMSCI797$446,8080.05%
174TRACTOR SUPPLY COTSCO1,698$444,3700.05%
175FIRST TR EXCHNG TRADED FD VI33740F80510,150$442,5420.05%
176INTUITIVE SURGICAL INCISRG1,109$442,3910.05%
177ISHARES TR4642874324,660$440,9630.05%
178QUALCOMM INCQCOM2,581$436,9630.05%
179ADOBE INCADBE865$436,4790.05%
180EATON CORP PLCETN1,395$436,1100.05%
181MONDELEZ INTL INC6092071056,190$433,3000.05%
182INTEL CORPINTC9,714$429,0780.05%
183WEYERHAEUSER CO MTN BEWY11,922$428,1240.05%
184COLGATE PALMOLIVE COCL4,740$426,8270.05%
185INVESCO EXCH TRADED FD TR IIIVZ4,847$425,3170.05%
186ISHARES TR46428988311,380$419,0760.05%
187FORD MTR CO DEL34537086031,407$417,0910.05%
188ROLLINS INCROL9,010$416,8780.05%
189ATS CORPORATIONATS12,323$415,5320.05%
190CHURCH & DWIGHT CO INCCHD3,979$415,0780.05%
191J P MORGAN EXCHANGE TRADED F46641Q3327,142$413,2090.05%
192MONSTER BEVERAGE CORP NEWMNST6,956$412,3520.05%
193ISHARES TR4642877706,207$411,5240.05%
194UNION PAC CORPUNP1,669$410,4920.05%
195ISHARES TR4642876634,536$410,2610.05%
196ISHARES TR4642877968,207$405,4140.05%
197ALPS ETF TR00162Q4528,413$399,2900.05%
198FACTSET RESH SYS INC303075105869$394,9670.05%
199HERSHEY COHSY2,023$393,4920.05%
200MCCORMICK & CO INCMKC-V5,113$392,7150.05%
201METTLER TOLEDO INTERNATIONALMTD290$386,0740.04%
202ISHARES TR4642886387,442$384,0070.04%
203ISHARES TR4642882814,239$380,1140.04%
204DIMENSIONAL ETF TRUST25434V4016,528$371,9650.04%
205ISHARES TR46429B6974,384$366,4290.04%
206LAM RESEARCH CORPLRCX377$366,2820.04%
207ZSCALER INCZS1,896$365,2260.04%
208DBX ETF TR2330512008,881$363,4990.04%
209PROSHARES TR74347G73940,329$361,3490.04%
210AGILENT TECHNOLOGIES INCA2,479$361,3420.04%
211ISHARES TR4642877393,898$350,3660.04%
212DUKE ENERGY CORP NEWDUKB3,611$349,2400.04%
213IRON MTN INC DEL46284V1014,319$346,4270.04%
214DIREXION SHS ETF TR25460G28642,700$346,2940.04%
215MEDTRONIC PLCMDT3,925$342,0260.04%
216CALIFORNIA WTR SVC GROUP1307881027,200$334,6560.04%
217GRAINGER W W INC384802104328$333,6740.04%
218METLIFE INCMET-PF4,471$331,3630.04%
219MARVELL TECHNOLOGY INCMRVL4,671$331,1010.04%
220VANGUARD WHITEHALL FDS9219468104,054$330,5230.04%
221ISHARES TR46435G1024,121$328,9410.04%
222ISHARES TR46435G34214,146$328,7640.04%
223ISHARES TR4642894381,669$325,5830.04%
224TARGET CORPTGT1,775$314,5230.04%
225SELECT SECTOR SPDR TR81369Y8031,502$312,7950.04%
226VANGUARD INDEX FDS9229085533,603$311,5870.04%
227FIRST TR EXCH TRADED FD III33739E10817,953$310,9450.04%
228PACER FDS TR69374H8739,675$309,1320.04%
229MOTOROLA SOLUTIONS INCMSI860$305,2280.04%
230TJX COS INC NEW8725401092,932$297,3440.03%
231SOUTHERN COSOMN4,126$295,9990.03%
232EXPEDITORS INTL WASH INC3021301092,428$295,1920.03%
233AON PLCAON881$294,1500.03%
234SERVICENOW INCNOW384$292,7620.03%
235DIGITAL RLTY TR INC2538681032,025$291,6810.03%
236ISHARES TR4642873416,768$290,6850.03%
237VANGUARD INTL EQUITY INDEX F9220426766,897$290,6400.03%
238SCHWAB STRATEGIC TR8085242014,650$288,5790.03%
239PUBLIC STORAGEPSA-PS988$286,5790.03%
240ISHARES TR46435G2684,347$285,1960.03%
241UNITED PARCEL SERVICE INCUPS1,893$281,3880.03%
242AMERICAN ELEC PWR CO INC0255371013,230$278,1030.03%
243ISHARES TR4642875153,250$277,1490.03%
244VANGUARD INDEX FDS9229087691,054$273,9130.03%
245MOSAIC CO NEWMOS8,347$270,9270.03%
246AT&T INCT-PC15,116$266,0370.03%
247SPDR SER TR78464A8054,073$261,2620.03%
248GARMIN LTDGRMN1,754$261,1240.03%
249PRUDENTIAL FINL INCPUKPF2,211$259,5200.03%
250ISHARES TR46434V6214,421$256,7060.03%
251BEYOND INCBBBY-WT7,147$256,6520.03%
252KENVUE INCKVUE11,947$256,3870.03%
253XYLEM INCXYL1,955$252,7010.03%
254ISHARES TR46435U7135,703$247,3020.03%
255ALIBABA GROUP HLDG LTDBBAAY3,311$239,5840.03%
256TEXAS INSTRS INC8825081041,354$235,8800.03%
257GSK PLCGLAXF5,341$228,9690.03%
258PROGRESSIVE CORP7433151031,098$227,1280.03%
259KEYSIGHT TECHNOLOGIES INCKEYS1,450$226,6610.03%
260VANGUARD STAR FDS9219097683,724$224,5380.03%
261UBER TECHNOLOGIES INCUBER2,903$223,5020.03%
262SCHWAB CHARLES CORPSCHW-PJ3,088$223,3980.03%
263ADVANCED MICRO DEVICES INCAMD1,236$222,9950.03%
264OLD REP INTL CORP6802231047,215$221,6450.03%
265VANGUARD SCOTTSDALE FDS92206C6491,575$220,2400.03%
266EDWARDS LIFESCIENCES CORPEW2,255$215,4880.02%
267MARATHON PETE CORPMARA1,068$215,2220.02%
268WASTE MGMT INC DEL94106L1091,007$214,6660.02%
269HP INCHPQ6,954$210,1210.02%
270CITIGROUP INCC-PR3,305$209,0170.02%
271APPLOVIN CORPAPP2,999$207,5910.02%
272ESSEX PPTY TR INC297178105823$201,4790.02%
273KINDER MORGAN INC DELEP-PC10,684$195,9490.02%
274BROADSTONE NET LEASE INCBNL12,259$192,0990.02%
275ENERGY TRANSFER L PET-PI10,941$172,1060.02%
276PROSHARES TR74347B42513,491$160,0050.02%
277NUVEEN MUNICIPAL CREDIT INCNU10,100$123,6240.01%
278WESTERN ASSET MANAGED MUNS F95766M10511,300$118,0850.01%
279AMCOR PLCAMCCF10,525$100,0930.01%
280STAGWELL INCSTGW15,900$98,8980.01%
281NEW YORK CMNTY BANCORP INC64944510314,329$46,1390.01%
282QUANTUM COMPUTING INCQUBT15,718$15,5630.00%
283ENVIVA INC29415B10324,696$10,8690.00%
28422ND CENTY GROUP INC90137F20229,744$3,5690.00%