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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 2024 · Filed September 10, 2024 · Accession 0001172661-24-004074

Total Value
$3.35B
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL1,321,332$278.3M8.30%
2MICROSOFT CORPMSFT430,760$192.5M5.74%
3NVIDIA CORPORATIONNVDA1,495,432$184.7M5.51%
4BROADCOM INCAVGO98,931$158.8M4.74%
5ALPHABET INCGOOG786,439$144.2M4.30%
6AMAZON COM INCAMZN601,336$116.2M3.47%
7ALPHABET INCGOOG473,859$86.3M2.57%
8WALMART INCWMT1,266,361$85.7M2.56%
9JPMORGAN CHASE & CO.VYLD394,176$79.7M2.38%
10META PLATFORMS INCMETA148,190$74.7M2.23%
11MERCK & CO INCMRK580,468$71.9M2.14%
12ISHARES TR464287200125,746$68.8M2.05%
13BOSTON SCIENTIFIC CORPBSX754,443$58.1M1.73%
14BANK AMERICA CORP0605051041,366,705$54.4M1.62%
15VISA INCV196,331$51.5M1.54%
16THERMO FISHER SCIENTIFIC INCTMO93,067$51.5M1.53%
17ABBOTT LABSABLZF486,490$50.6M1.51%
18ADVANCED MICRO DEVICES INCAMD290,416$47.1M1.40%
19GOLDMAN SACHS GROUP INCGSCE101,980$46.1M1.38%
20JOHNSON & JOHNSONJNJ307,388$44.9M1.34%
21TERADYNE INCTER300,673$44.6M1.33%
22SPDR S&P 500 ETF TRSPY79,871$43.5M1.30%
23RTX CORPORATIONRTX427,038$42.9M1.28%
24WASTE MGMT INC DEL94106L109181,827$38.8M1.16%
25HOME DEPOT INCHD110,504$38.0M1.13%
26XYLEM INCXYL278,529$37.8M1.13%
27COLGATE PALMOLIVE COCL382,042$37.1M1.11%
28ISHARES TR464287507620,786$36.3M1.08%
29DEERE & CODE93,375$34.9M1.04%
30BECTON DICKINSON & COBDX135,034$31.6M0.94%
31VANGUARD INDEX FDS922908751140,493$30.6M0.91%
32INTUITINTU44,282$29.1M0.87%
33NOVO-NORDISK A SNONOF201,898$28.8M0.86%
34ASML HOLDING N VASMLF27,506$28.1M0.84%
35OTIS WORLDWIDE CORPOTIS285,977$27.5M0.82%
36MARSH & MCLENNAN COS INC571748102127,311$26.8M0.80%
37VANGUARD INDEX FDS92290836352,993$26.5M0.79%
38HONEYWELL INTL INC438516106115,639$24.7M0.74%
39ORACLE CORPORCL-PD160,985$22.7M0.68%
40ALCON AGALC254,225$22.7M0.68%
41MEDTRONIC PLCMDT280,808$22.1M0.66%
42ECOLAB INCECL89,295$21.3M0.63%
43BERKSHIRE HATHAWAY INC DELBRK-A50,065$20.4M0.61%
44DISNEY WALT CO254687106202,378$20.1M0.60%
45SALESFORCE INCCRM76,207$19.6M0.58%
46GE HEALTHCARE TECHNOLOGIES IGEHC239,356$18.7M0.56%
47VANGUARD INTL EQUITY INDEX F922042775313,357$18.4M0.55%
48SPDR S&P MIDCAP 400 ETF TRMDY33,661$18.0M0.54%
49VANGUARD INDEX FDS92290862971,217$17.2M0.51%
50ZOETIS INCZTS97,479$16.9M0.50%
51AIRBNB INCABNB110,432$16.7M0.50%
52UNITED PARCEL SERVICE INCUPS120,140$16.4M0.49%
53ISHARES TR464287804151,829$16.2M0.48%
54VANGUARD BD INDEX FDS921937827203,293$15.6M0.47%
55GRAINGER W W INC38480210416,097$14.5M0.43%
56ILLINOIS TOOL WKS INC45230810960,352$14.3M0.43%
57CME GROUP INCCME70,792$13.9M0.42%
58NIKE INCNKE182,685$13.8M0.41%
59GENERAL MTRS CO37045V100295,392$13.7M0.41%
60EXXON MOBIL CORPXOM117,844$13.6M0.40%
61PEPSICO INCPEP80,567$13.3M0.40%
62ROPER TECHNOLOGIES INCROP23,323$13.1M0.39%
63AUTODESK INCADSK52,680$13.0M0.39%
64CATERPILLAR INCCAT38,671$12.9M0.38%
65DANAHER CORPORATION23585110249,555$12.4M0.37%
66TJX COS INC NEW872540109110,473$12.2M0.36%
67AUTOMATIC DATA PROCESSING INADP46,240$11.0M0.33%
68FISERV INCFISV73,958$11.0M0.33%
69ROSS STORES INCROST70,226$10.2M0.30%
70PROCTER AND GAMBLE CO74271810958,998$9.7M0.29%
71ACCENTURE PLC IRELANDACN31,220$9.5M0.28%
72MCDONALDS CORPMCD36,070$9.2M0.27%
73MONDELEZ INTL INC609207105130,680$8.6M0.26%
74EDWARDS LIFESCIENCES CORPEW91,794$8.5M0.25%
75UNILEVER PLCUNLYF146,024$8.0M0.24%
76AMGEN INCAMGN25,525$8.0M0.24%
77AMERICAN EXPRESS COAXP33,620$7.8M0.23%
78COCA COLA COKO115,193$7.3M0.22%
79ABBVIE INCABBV42,710$7.3M0.22%
80COSTCO WHSL CORP NEW22160K1056,844$5.8M0.17%
81LAUDER ESTEE COS INC51843910453,380$5.7M0.17%
82DIAGEO PLCDGEAF43,902$5.5M0.17%
83VANGUARD TAX-MANAGED FDS921943858111,157$5.5M0.16%
84EMERSON ELEC COEMR46,865$5.2M0.15%
85INTERNATIONAL BUSINESS MACHSINTR26,538$4.6M0.14%
86IDEXX LABS INC45168D1048,972$4.4M0.13%
87ISHARES TR46428824079,180$4.2M0.13%
883M COMMM39,115$4.0M0.12%
89LINDE PLCLIN9,085$4.0M0.12%
90CHEVRON CORP NEWCVX24,933$3.9M0.12%
91GE AEROSPACE36960430123,609$3.8M0.11%
92SELECT SECTOR SPDR TR81369Y60590,730$3.7M0.11%
93AIR PRODS & CHEMS INCAIIR14,275$3.7M0.11%
94UNION PAC CORPUNP15,966$3.6M0.11%
95INDEPENDENT BK CORP MASS45383610867,700$3.4M0.10%
96CVS HEALTH CORPCVS57,413$3.4M0.10%
97CHECK POINT SOFTWARE TECH LTM2246510419,877$3.3M0.10%
98BERKSHIRE HATHAWAY INC DELBRK-A5$3.1M0.09%
99CARRIER GLOBAL CORPORATIONCARR47,244$3.0M0.09%
100ADOBE INCADBE5,332$3.0M0.09%
101CHUBB LIMITEDCB11,346$2.9M0.09%
102ISHARES TR46428815826,665$2.8M0.08%
103GILEAD SCIENCES INCGILD39,360$2.7M0.08%
104BOOKING HOLDINGS INCBKNG646$2.6M0.08%
105PACCAR INCPCAR23,955$2.5M0.07%
106INTEL CORPINTC78,404$2.4M0.07%
107EBAY INC.EBAY44,792$2.4M0.07%
108ISHARES TR46428857022,620$2.3M0.07%
109DELL TECHNOLOGIES INCDELL16,700$2.3M0.07%
110VANGUARD WORLD FD92191073323,460$2.3M0.07%
111KIMBERLY-CLARK CORPKMB16,390$2.3M0.07%
112ELI LILLY & COLLY2,400$2.2M0.06%
113VANGUARD INDEX FDS9229087365,566$2.1M0.06%
114PNC FINL SVCS GROUP INC69347510513,115$2.0M0.06%
115US BANCORP DELUSB-PS50,279$2.0M0.06%
116SYSCO CORPSYY26,441$1.9M0.06%
117COMCAST CORP NEWCCZ46,426$1.8M0.05%
118ISHARES TR46435G51623,014$1.8M0.05%
119TESLA INCTSLA9,098$1.8M0.05%
120CSX CORPCSX52,668$1.8M0.05%
121WATERS CORP9418481036,040$1.8M0.05%
122STRYKER CORPORATIONSYK5,111$1.7M0.05%
123DOVER CORPDOV9,131$1.6M0.05%
124NORTHERN TR CORPNTRSO19,231$1.6M0.05%
125CONOCOPHILLIPSCOP13,732$1.6M0.05%
126ISHARES TR46432F84220,976$1.5M0.05%
127PFIZER INCPFE53,467$1.5M0.04%
128LOWES COS INC5486611076,764$1.5M0.04%
129ISHARES TR46428746518,457$1.4M0.04%
130BLACKSTONE INCBX11,266$1.4M0.04%
131LULULEMON ATHLETICA INCLULU4,570$1.4M0.04%
132VANGUARD WORLD FD92204A7022,332$1.3M0.04%
133VANGUARD INDEX FDS9229085385,655$1.3M0.04%
134BROOKLINE BANCORP INC DEL11373M107153,416$1.3M0.04%
135VERALTO CORPVLTO13,404$1.3M0.04%
136BRISTOL-MYERS SQUIBB COCELG-RI29,973$1.2M0.04%
137GE VERNOVA INCGEV7,128$1.2M0.04%
138CISCO SYS INCCSCO25,641$1.2M0.04%
139ISHARES TR46428723428,004$1.2M0.04%
140VANGUARD INTL EQUITY INDEX F92204271810,040$1.2M0.04%
141VANGUARD INDEX FDS9229087694,325$1.2M0.03%
142NEXTERA ENERGY INCNEE-PW16,321$1.2M0.03%
143VANGUARD INTL EQUITY INDEX F92204285826,390$1.2M0.03%
144METTLER TOLEDO INTERNATIONALMTD800$1.1M0.03%
145ISHARES TR4642877217,195$1.1M0.03%
146SCHLUMBERGER LTDSLB22,824$1.1M0.03%
147ISHARES TR46428787910,360$1.0M0.03%
148KLA CORPKLAC1,214$1.0M0.03%
149AFLAC INCAFL11,199$1.0M0.03%
150VANGUARD INDEX FDS9229086525,909$997,3810.03%
151DIMENSIONAL ETF TRUST25434V70830,274$976,0340.03%
152TORONTO DOMINION BK ONTTORO17,294$950,4790.03%
153THE CIGNA GROUP1255231002,850$942,1250.03%
154CAPITAL ONE FINL CORP14040H1056,564$908,7860.03%
155LOCKHEED MARTIN CORPLMT1,838$858,5300.03%
156WELLS FARGO CO NEW94974610114,309$849,8120.03%
157MASTERCARD INCORPORATEDMA1,861$820,9990.02%
158ISHARES TR4642874999,961$807,6380.02%
159INVESCO QQQ TRIVZ1,673$801,5520.02%
160ISHARES TR46428868725,215$795,5340.02%
161NORFOLK SOUTHN CORP6558441083,686$791,3480.02%
162BANK NEW YORK MELLON CORP06405810013,059$782,1040.02%
163FORTIVE CORPFTV10,408$771,2330.02%
164ISHARES TR4642882576,626$744,7630.02%
165AMERICAN INTL GROUP INC02687478410,018$743,7370.02%
166ANIKA THERAPEUTICS INCANIK28,800$729,5040.02%
167TEXAS INSTRS INC8825081043,635$707,1170.02%
168ISHARES TR4642876553,458$701,5940.02%
169DIMENSIONAL ETF TRUST25434V72417,795$698,8100.02%
170VANGUARD SPECIALIZED FUNDS9219088443,822$697,7670.02%
171VERIZON COMMUNICATIONS INCVZ16,760$691,1830.02%
172QUEST DIAGNOSTICS INCDGX4,998$684,1270.02%
173QUALCOMM INCQCOM3,393$675,8180.02%
174ISHARES TR4642875497,050$664,8860.02%
175HOLOGIC INCHOLX8,921$662,3850.02%
176TEXAS PACIFIC LAND CORPORATITPL898$659,4180.02%
177BAXTER INTL INC07181310919,659$657,5930.02%
178ANALOG DEVICES INCADI2,861$653,0520.02%
179LAM RESEARCH CORPLRCX610$649,5590.02%
180PAYCHEX INCPAYX5,367$636,3120.02%
181PHILIP MORRIS INTL INC7181721096,115$619,6330.02%
182AT&T INCT-PC31,944$610,4500.02%
183TRAVELERS COMPANIES INCTRV2,973$604,5300.02%
184ISHARES TR4642871684,945$598,2470.02%
185MORGAN STANLEYMS-PQ5,764$560,2040.02%
186ISHARES TR4642874082,968$540,2060.02%
187VANGUARD BD INDEX FDS9219378197,077$529,9970.02%
188SPDR GOLD TRGLD2,360$507,4240.02%
189JACOBS SOLUTIONS INCJ3,604$503,5150.02%
190GENERAL MLS INC3703341047,763$491,0880.01%
191L3HARRIS TECHNOLOGIES INCLHX2,176$488,6870.01%
192VANGUARD SCOTTSDALE FDS92206C4096,303$487,0650.01%
193REALTY INCOME CORPO8,931$471,7360.01%
194MCCORMICK & CO INCMKC-V6,494$460,6850.01%
195SOLVENTUM CORPSOLV8,643$457,0420.01%
196ISHARES TR4642876221,525$453,7490.01%
197GALLAGHER ARTHUR J & CO3635761091,696$439,7900.01%
198HEXCEL CORP NEW4282911086,980$435,9010.01%
199PRUDENTIAL FINL INCPUKPF3,714$435,2440.01%
200EATON CORP PLCETN1,381$433,0130.01%
201ISHARES TR4642877626,850$419,7000.01%
202SHOPIFY INCSHOP6,255$413,1430.01%
203INVESCO EXCHANGE TRADED FD TIVZ2,493$409,5510.01%
204TRANE TECHNOLOGIES PLCTT1,201$395,0450.01%
205VERTEX PHARMACEUTICALS INCVRTX841$394,1940.01%
206HOME BANCSHARES INCHOMB16,340$391,5070.01%
207ISHARES TR4642877884,110$388,6830.01%
208SPROTT PHYSICAL GOLD TRSII21,000$379,2600.01%
209RESMED INCRSMDF1,979$378,8210.01%
210ISHARES TR4642876141,025$373,6230.01%
211SPDR SER TR78464A7632,915$370,7300.01%
212WEYERHAEUSER CO MTN BEWY12,883$365,7490.01%
213SHELL PLCRYDAF5,034$363,3550.01%
214COINBASE GLOBAL INCCOIN1,550$344,4570.01%
215DUKE ENERGY CORP NEWDUKB3,370$337,7760.01%
216NETFLIX INCNFLX488$329,3420.01%
217SPDR SER TR78468R7967,365$328,4790.01%
218TARGET CORPTGT2,210$327,1690.01%
219ISHARES TR46428822424,373$324,6490.01%
220CADENCE DESIGN SYSTEM INCCDNS1,044$321,2910.01%
221SPDR DOW JONES INDL AVERAGE78467X109810$316,8160.01%
222ENTERPRISE PRODS PARTNERS L29379210710,474$303,5370.01%
223APPLIED MATLS INC0382221051,184$279,4130.01%
224WATSCO INCWSO-B602$278,8710.01%
225GENUINE PARTS COGPC1,968$272,2140.01%
226MICROCHIP TECHNOLOGY INC.MCHPP2,970$271,7550.01%
227HERSHEY COHSY1,470$270,2310.01%
228AMERIPRISE FINL INC03076C106626$267,4210.01%
229DUPONT DE NEMOURS INCDD3,282$264,1690.01%
230CUMMINS INCCMI932$258,0990.01%
231PROLOGIS INC.PLDGP2,290$257,1900.01%
232VANGUARD WORLD FD9219107254,306$246,6050.01%
233AMERICAN TOWER CORP NEW03027X1001,263$245,5020.01%
234APPFOLIO INCAPPF1,000$244,5700.01%
235MCKESSON CORPMCK409$238,8730.01%
236AMETEK INCAME1,417$236,2290.01%
237PHILLIPS 66PSX1,658$234,0600.01%
238COGNIZANT TECHNOLOGY SOLUTIOCTSH3,400$231,2000.01%
239ESSENTIAL UTILS INC29670G1026,174$230,4760.01%
240VANGUARD INTL EQUITY INDEX F9220428743,435$229,3550.01%
241INTUITIVE SURGICAL INCISRG515$229,0980.01%
242PPG INDS INC6935061071,807$227,4840.01%
243DARDEN RESTAURANTS INCDRI1,496$226,3750.01%
244HALLIBURTON COHAL6,594$222,7460.01%
245SMITH & NEPHEW PLCSNNUF8,710$215,8340.01%
246EVERSOURCE ENERGYES3,803$215,6690.01%
247WABTEC9297401081,363$215,4230.01%
248SELECT SECTOR SPDR TR81369Y2091,470$214,2530.01%
249STATE STR CORPSTT-PG2,872$212,5280.01%
250REGENERON PHARMACEUTICALSREGN200$210,2060.01%
251WISDOMTREE TRWT3,602$204,8820.01%
252INVESCO EXCH TRADED FD TR IIIVZ5,080$204,2670.01%
253ISHARES TR46434V6213,542$204,0550.01%
254SELECT SECTOR SPDR TR81369Y7041,645$200,4770.01%
255EOG RES INCEOG1,592$200,3860.01%
256ENERGY TRANSFER L PET-PI10,300$167,0660.00%
257MERSANA THERAPEUTICS INC59045L10623,529$47,2940.00%
258CLEAN ENERGY FUELS CORPCLNE10,000$26,7000.00%