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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 2024 · Filed May 14, 2024 · Accession 0001172661-24-002283

Total Value
$3.46B
Positions
268
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL1,418,493$243.2M7.03%
2MICROSOFT CORPMSFT465,869$196.0M5.66%
3NVIDIA CORPORATIONNVDA170,980$154.5M4.46%
4BROADCOM INCAVGO106,839$141.6M4.09%
5ALPHABET INCGOOG866,626$132.0M3.81%
6AMAZON COM INCAMZN636,875$114.9M3.32%
7JPMORGAN CHASE & COVYLD442,480$88.6M2.56%
8WALMART INCWMT1,419,403$85.4M2.47%
9ALPHABET INCGOOG520,943$78.6M2.27%
10MERCK & CO INCMRK591,160$78.0M2.25%
11META PLATFORMS INCMETA156,551$76.0M2.20%
12ISHARES TR464287200124,513$65.5M1.89%
13THERMO FISHER SCIENTIFIC INCTMO108,941$63.3M1.83%
14ABBOTT LABSABLZF541,637$61.6M1.78%
15VISA INCV213,263$59.5M1.72%
16BOSTON SCIENTIFIC CORPBSX849,816$58.2M1.68%
17ADVANCED MICRO DEVICES INCAMD314,901$56.8M1.64%
18BANK AMERICA CORP0605051041,492,956$56.6M1.64%
19JOHNSON & JOHNSONJNJ348,078$55.1M1.59%
20HOME DEPOT INCHD122,461$47.0M1.36%
21RTX CORPORATIONRTX480,471$46.9M1.35%
22GOLDMAN SACHS GROUP INCGSCE104,616$43.7M1.26%
23SPDR S&P 500 ETF TRSPY83,521$43.7M1.26%
24DEERE & CODE103,565$42.5M1.23%
25XYLEM INCXYL319,539$41.3M1.19%
26WASTE MGMT INC DEL94106L109192,867$41.1M1.19%
27COLGATE PALMOLIVE COCL426,957$38.4M1.11%
28ISHARES TR464287507615,591$37.4M1.08%
29TERADYNE INCTER320,355$36.1M1.04%
30BECTON DICKINSON & COBDX144,388$35.7M1.03%
31VANGUARD INDEX FDS922908751144,098$32.9M0.95%
32INTUITINTU49,323$32.1M0.93%
33OTIS WORLDWIDE CORPOTIS315,228$31.3M0.90%
34DISNEY WALT CO254687106248,728$30.4M0.88%
35MARSH & MCLENNAN COS INC571748102139,594$28.8M0.83%
36ASML HOLDING N VASMLF28,163$27.3M0.79%
37SALESFORCE INCCRM89,869$27.1M0.78%
38MEDTRONIC PLCMDT289,836$25.3M0.73%
39VANGUARD INDEX FDS92290836352,471$25.2M0.73%
40NOVO-NORDISK A SNONOF195,717$25.1M0.73%
41HONEYWELL INTL INC438516106119,390$24.5M0.71%
42GE HEALTHCARE TECHNOLOGIES IGEHC243,683$22.2M0.64%
43ALCON AGALC265,304$22.0M0.64%
44ECOLAB INCECL93,844$21.7M0.63%
45AIRBNB INCABNB129,121$21.3M0.62%
46BERKSHIRE HATHAWAY INC DELBRK-A50,279$21.1M0.61%
47ORACLE CORPORCL-PD163,333$20.5M0.59%
48VANGUARD INTL EQUITY INDEX F922042775341,803$20.0M0.58%
49SPDR S&P MIDCAP 400 ETF TRMDY35,734$19.9M0.57%
50NIKE INCNKE207,245$19.5M0.56%
51PEPSICO INCPEP108,717$19.0M0.55%
52UNITED PARCEL SERVICE INCUPS125,941$18.7M0.54%
53VANGUARD INDEX FDS92290862973,192$18.3M0.53%
54CME GROUP INCCME83,743$18.0M0.52%
55ILLINOIS TOOL WKS INC45230810966,756$17.9M0.52%
56ZOETIS INCZTS99,852$16.9M0.49%
57VANGUARD BD INDEX FDS921937827218,390$16.7M0.48%
58GENERAL MTRS CO37045V100366,583$16.6M0.48%
59ISHARES TR464287804148,733$16.4M0.47%
60GRAINGER W W INC38480210416,132$16.4M0.47%
61EXXON MOBIL CORPXOM137,394$16.0M0.46%
62AUTOMATIC DATA PROCESSING INADP63,113$15.8M0.46%
63CATERPILLAR INCCAT40,582$14.9M0.43%
64AUTODESK INCADSK53,393$13.9M0.40%
65PROCTER AND GAMBLE CO74271810984,962$13.8M0.40%
66ROPER TECHNOLOGIES INCROP23,489$13.2M0.38%
67DANAHER CORPORATION23585110252,540$13.1M0.38%
68MCDONALDS CORPMCD45,087$12.7M0.37%
69FISERV INCFISV73,958$11.8M0.34%
70TJX COS INC NEW872540109111,394$11.3M0.33%
71ACCENTURE PLC IRELANDACN32,115$11.1M0.32%
72ROSS STORES INCROST74,351$10.9M0.32%
73ABBVIE INCABBV59,386$10.8M0.31%
74MONDELEZ INTL INC609207105138,270$9.7M0.28%
75STRYKER CORPORATIONSYK24,872$8.9M0.26%
76EDWARDS LIFESCIENCES CORPEW92,094$8.8M0.25%
77COCA COLA COKO139,816$8.6M0.25%
78DIAGEO PLCDGEAF55,808$8.3M0.24%
79LAUDER ESTEE COS INC51843910450,112$7.7M0.22%
80AMGEN INCAMGN26,824$7.6M0.22%
81AMERICAN EXPRESS COAXP32,888$7.5M0.22%
82ISHARES TR464288240124,123$6.6M0.19%
83VANGUARD TAX-MANAGED FDS921943858123,454$6.2M0.18%
84EMERSON ELEC COEMR51,489$5.8M0.17%
85INTERNATIONAL BUSINESS MACHSINTR29,483$5.6M0.16%
86COSTCO WHSL CORP NEW22160K1057,258$5.3M0.15%
87GENERAL ELECTRIC CO36960430128,499$5.0M0.14%
883M COMMM45,581$4.8M0.14%
89IDEXX LABS INC45168D1048,572$4.6M0.13%
90CVS HEALTH CORPCVS56,813$4.5M0.13%
91LINDE PLCLIN9,430$4.4M0.13%
92CHEVRON CORP NEWCVX25,179$4.0M0.11%
93UNION PAC CORPUNP16,138$4.0M0.11%
94SELECT SECTOR SPDR TR81369Y60590,730$3.8M0.11%
95INTEL CORPINTC84,044$3.7M0.11%
96EBAY INC.EBAY69,774$3.7M0.11%
97INDEPENDENT BK CORP MASS45383610869,500$3.6M0.10%
98AIR PRODS & CHEMS INCAIIR14,541$3.5M0.10%
99CHECK POINT SOFTWARE TECH LTM2246510420,609$3.4M0.10%
100BERKSHIRE HATHAWAY INC DELBRK-A5$3.2M0.09%
101ISHARES TR46428815829,200$3.1M0.09%
102GILEAD SCIENCES INCGILD41,260$3.0M0.09%
103PACCAR INCPCAR23,955$3.0M0.09%
104CHUBB LIMITEDCB11,423$3.0M0.09%
105ADOBE INCADBE5,782$2.9M0.08%
106CARRIER GLOBAL CORPORATIONCARR47,406$2.8M0.08%
107BOOKING HOLDINGS INCBKNG733$2.7M0.08%
108US BANCORP DELUSB-PS57,955$2.6M0.07%
109PNC FINL SVCS GROUP INC69347510515,815$2.6M0.07%
110ISHARES TR46428857025,160$2.5M0.07%
111SYSCO CORPSYY29,555$2.4M0.07%
112WATERS CORP9418481036,365$2.2M0.06%
113VANGUARD WORLD FD92191073323,430$2.2M0.06%
114KIMBERLY-CLARK CORPKMB16,805$2.2M0.06%
115TESLA INCTSLA12,173$2.1M0.06%
116ELI LILLY & COLLY2,747$2.1M0.06%
117COMCAST CORP NEWCCZ48,796$2.1M0.06%
118DOVER CORPDOV11,425$2.0M0.06%
119CSX CORPCSX52,668$2.0M0.06%
120VANGUARD INTL EQUITY INDEX F92204285846,275$1.9M0.06%
121DELL TECHNOLOGIES INCDELL16,900$1.9M0.06%
122CONOCOPHILLIPSCOP15,124$1.9M0.06%
123PFIZER INCPFE69,320$1.9M0.06%
124VANGUARD INDEX FDS9229087365,566$1.9M0.06%
125ISHARES TR46435G51623,129$1.8M0.05%
126NORTHERN TR CORPNTRSO20,740$1.8M0.05%
127LULULEMON ATHLETICA INCLULU4,570$1.8M0.05%
128CISCO SYS INCCSCO35,390$1.8M0.05%
129NEXTERA ENERGY INCNEE-PW26,614$1.7M0.05%
130BRISTOL-MYERS SQUIBB COCELG-RI30,829$1.7M0.05%
131LOWES COS INC5486611076,414$1.6M0.05%
132BROOKLINE BANCORP INC DEL11373M107153,416$1.5M0.04%
133ISHARES TR46428746518,942$1.5M0.04%
134BLACKSTONE INCBX11,378$1.5M0.04%
135SCHLUMBERGER LTDSLB25,438$1.4M0.04%
136NORFOLK SOUTHN CORP6558441085,307$1.4M0.04%
137VERALTO CORPVLTO15,123$1.3M0.04%
138VANGUARD INDEX FDS9229085385,655$1.3M0.04%
139ISHARES TR46432F84217,852$1.3M0.04%
140BOEING COBA-PA6,701$1.3M0.04%
141ISHARES TR46428723431,385$1.3M0.04%
142VANGUARD WORLD FD92204A7022,332$1.2M0.04%
143VANGUARD INTL EQUITY INDEX F92204271810,080$1.2M0.03%
144VANGUARD INDEX FDS9229086526,349$1.1M0.03%
145VANGUARD INDEX FDS9229087694,267$1.1M0.03%
146PAYCHEX INCPAYX8,799$1.1M0.03%
147METTLER TOLEDO INTERNATIONALMTD800$1.1M0.03%
148ISHARES TR46428787910,360$1.1M0.03%
149THE CIGNA GROUP1255231002,890$1.0M0.03%
150TORONTO DOMINION BK ONTTORO17,294$1.0M0.03%
151ISHARES TR4642876554,965$1.0M0.03%
152ISHARES TR4642877217,335$990,6640.03%
153CAPITAL ONE FINL CORP14040H1056,626$986,5950.03%
154LOCKHEED MARTIN CORPLMT2,155$980,2450.03%
155DIMENSIONAL ETF TRUST25434V70830,274$967,2540.03%
156AFLAC INCAFL11,199$961,5460.03%
157MASTERCARD INCORPORATEDMA1,933$930,8750.03%
158FORTIVE CORPFTV10,540$906,6550.03%
159BAXTER INTL INC07181310920,202$863,3920.02%
160ISHARES TR46428749910,091$848,5520.02%
161KLA CORPKLAC1,214$848,0640.02%
162WELLS FARGO CO NEW94974610114,309$829,3500.02%
163PHILIP MORRIS INTL INC7181721098,945$819,5410.02%
164ISHARES TR46428868725,215$812,6830.02%
165AMERICAN INTL GROUP INC02687478410,018$783,1070.02%
166BANK NEW YORK MELLON CORP06405810013,059$752,4590.02%
167VANGUARD SCOTTSDALE FDS92206C4099,648$745,8860.02%
168INVESCO QQQ TRIVZ1,661$737,5020.02%
169ANIKA THERAPEUTICS INCANIK28,800$731,5200.02%
170ISHARES TR4642882576,626$729,7220.02%
171VERIZON COMMUNICATIONS INCVZ17,346$727,8380.02%
172DIMENSIONAL ETF TRUST25434V72417,795$727,8160.02%
173FASTENAL COFAST9,050$698,1170.02%
174VANGUARD SPECIALIZED FUNDS9219088443,822$697,9960.02%
175HOLOGIC INCHOLX8,951$697,8210.02%
176SMITH & NEPHEW PLCSNNUF26,664$676,2010.02%
177TRAVELERS COMPANIES INCTRV2,903$668,0980.02%
178QUEST DIAGNOSTICS INCDGX4,998$665,2850.02%
179LAM RESEARCH CORPLRCX675$655,8100.02%
180TEXAS INSTRS INC8825081043,590$625,4140.02%
181ISHARES TR4642871684,975$612,8250.02%
182ISHARES TR4642875497,050$607,5690.02%
183MORGAN STANLEYMS-PQ6,432$605,6370.02%
184QUALCOMM INCQCOM3,443$582,9000.02%
185GENERAL MLS INC3703341048,313$581,6610.02%
186JACOBS SOLUTIONS INCJ3,704$569,4170.02%
187AT&T INCT-PC32,284$568,1820.02%
188ANALOG DEVICES INCADI2,861$565,8770.02%
189ISHARES TR4642874082,968$554,4530.02%
190MCCORMICK & CO INCMKC-V6,994$537,2090.02%
191TEXAS PACIFIC LAND CORPORATITPL898$519,5360.02%
192HEXCEL CORP NEW4282911086,980$508,4940.01%
193COGNIZANT TECHNOLOGY SOLUTIOCTSH6,875$503,8690.01%
194WEYERHAEUSER CO MTN BEWY13,814$496,0600.01%
195SHOPIFY INCSHOP6,425$495,8170.01%
196SPDR GOLD TRGLD2,360$485,4990.01%
197PRUDENTIAL FINL INCPUKPF4,134$485,3320.01%
198REALTY INCOME CORPO8,931$483,1670.01%
199L3HARRIS TECHNOLOGIES INCLHX2,176$463,7060.01%
200ISHARES TR4642876221,525$439,2460.01%
201ISHARES TR4642877627,075$437,9440.01%
202EATON CORP PLCETN1,381$431,8120.01%
203GALLAGHER ARTHUR J & CO3635761091,696$424,0680.01%
204COINBASE GLOBAL INCCOIN1,550$410,9360.01%
205SHELL PLCRYDAF6,040$404,9210.01%
206ISHARES TR4642877884,207$402,3990.01%
207HOME BANCSHARES INCHOMB16,340$401,4740.01%
208VANGUARD BD INDEX FDS9219378195,319$401,0520.01%
209RESMED INCRSMDF1,979$391,9010.01%
210TARGET CORPTGT2,210$391,6340.01%
211BLACKROCK INCBLK463$386,0030.01%
212ISHARES TR46428822427,580$385,5700.01%
213SPDR SER TR78464A7632,915$382,5630.01%
214SPROTT PHYSICAL GOLD TRSII21,000$363,3000.01%
215TRANE TECHNOLOGIES PLCTT1,201$360,5400.01%
216INTUITIVE SURGICAL INCISRG894$356,7860.01%
217VERTEX PHARMACEUTICALS INCVRTX841$351,5470.01%
218HERSHEY COHSY1,790$348,1550.01%
219STATE STR CORPSTT-PG4,500$347,9410.01%
220APPLIED MATLS INC0382221051,650$340,2790.01%
221ENTERPRISE PRODS PARTNERS L29379210711,224$327,5170.01%
222DUKE ENERGY CORP NEWDUKB3,370$325,9140.01%
223CADENCE DESIGN SYSTEM INCCDNS1,044$324,9760.01%
224SPDR DOW JONES INDL AVERAGE78467X109810$322,1850.01%
225DOMINION ENERGY INCD6,472$318,3570.01%
226SPDR SER TR78468R7967,365$315,2220.01%
227AMERIPRISE FINL INC03076C106703$308,2240.01%
228AMERICAN TOWER CORP NEW03027X1001,559$308,0420.01%
229PROLOGIS INC.PLDGP2,356$306,7980.01%
230GENUINE PARTS COGPC1,968$304,9020.01%
231NETFLIX INCNFLX476$289,0910.01%
232WISDOMTREE TRWT5,792$279,7540.01%
233ISHARES TR464287614825$278,0670.01%
234METLIFE INCMET-PF3,737$276,9500.01%
235PHILLIPS 66PSX1,658$270,8190.01%
236MONGODB INCMDB750$268,9800.01%
237MICROCHIP TECHNOLOGY INC.MCHPP2,970$266,4390.01%
238PPG INDS INC6935061071,807$261,8350.01%
239WATSCO INCWSO-B602$260,0460.01%
240HALLIBURTON COHAL6,594$259,9350.01%
241KINDER MORGAN INC DELEP-PC13,988$256,5400.01%
242CUMMINS INCCMI866$255,1660.01%
243EVERSOURCE ENERGYES4,262$254,7390.01%
244SHERWIN WILLIAMS COSHW731$253,8980.01%
245DUPONT DE NEMOURS INCDD3,282$251,6310.01%
246DARDEN RESTAURANTS INCDRI1,496$250,0560.01%
247VANGUARD WORLD FD9219107254,306$247,4680.01%
248APPFOLIO INCAPPF1,000$246,7400.01%
249VANGUARD MUN BD FDS9229077464,647$235,1380.01%
250INVESCO EXCHANGE TRADED FD TIVZ1,384$234,4080.01%
251DOLLAR GEN CORP NEW2566771051,493$232,9980.01%
252INVESCO EXCH TRADED FD TR IIIVZ5,135$232,9740.01%
253AMETEK INCAME1,267$231,7340.01%
254VANGUARD INTL EQUITY INDEX F9220428743,435$231,3130.01%
255ESSENTIAL UTILS INC29670G1026,174$228,7470.01%
256BANK MONTREAL QUE0636711012,331$227,6920.01%
257FORTUNE BRANDS INNOVATIONS IFBIN2,644$223,8670.01%
258MCKESSON CORPMCK409$219,5720.01%
259SELECT SECTOR SPDR TR81369Y2091,460$215,6860.01%
260EOG RES INCEOG1,667$213,1090.01%
261SELECT SECTOR SPDR TR81369Y7041,645$207,2040.01%
262ISHARES TR46434V6213,542$205,6500.01%
263SERVICE CORP INTL8175651042,742$203,4840.01%
264ENERGY TRANSFER L PET-PI10,300$162,0190.00%
265ADTHEORENT HOLDING COMPANYADT33,611$107,8910.00%
266MERSANA THERAPEUTICS INC59045L10623,529$105,4100.00%
267CLEAN ENERGY FUELS CORPCLNE10,000$26,8000.00%
268ADTHEORENT HOLDING COMPANYADT27,193$4,0790.00%