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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

Tranquilli Financial Advisor LLC

Quarter ended Q4 2024 · Filed January 27, 2025 · Accession 0001214659-25-001346

Total Value
$157.9M
Positions
108
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (108)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A409127,766$11.2M7.11%
2VANGUARD WORLD FD92204A88438,386$5.9M3.77%
3VANGUARD WORLD FD92204A7029,380$5.8M3.69%
4VANGUARD WORLD FD92204A40548,189$5.7M3.60%
5SPDR SER TR78464A508109,210$5.6M3.54%
6DIMENSIONAL ETF TRUST25434V880214,269$5.3M3.37%
7VANGUARD WORLD FD92204A87632,447$5.3M3.36%
8VANGUARD BD INDEX FDS92193782768,153$5.3M3.34%
9SPDR INDEX SHS FDS78463X889151,095$5.2M3.27%
10VANGUARD WORLD FD92204A60320,220$5.1M3.26%
11VANGUARD WORLD FD92204A10813,622$5.1M3.24%
12VANGUARD INDEX FDS92290855351,913$4.6M2.93%
13VANGUARD WORLD FD92204A20720,880$4.4M2.80%
14ISHARES TR46432F33921,185$3.8M2.39%
15INVESCO EXCHANGE TRADED FD TIVZ19,309$3.4M2.14%
16DIMENSIONAL ETF TRUST25434V70895,127$3.3M2.08%
17SPDR INDEX SHS FDS78463X50984,491$3.2M2.05%
18VANGUARD BD INDEX FDS92193781934,244$2.6M1.62%
19VANGUARD WORLD FD92204A30619,182$2.3M1.47%
20BERKSHIRE HATHAWAY INC DELBRK-A5,086$2.3M1.46%
21VANGUARD WORLD FD92204A80111,867$2.2M1.41%
22VANGUARD WORLD FD92204A5048,574$2.2M1.38%
23SPDR SER TR78468R66323,246$2.1M1.35%
24VANGUARD MALVERN FDS92202080542,729$2.1M1.31%
25SPDR S&P 500 ETF TRSPY2,803$1.6M1.04%
26AMAZON COM INCAMZN7,339$1.6M1.02%
27SPDR SER TR78464A47453,365$1.6M1.01%
28VANECK ETF TRUST92189F43754,909$1.6M1.00%
29META PLATFORMS INCMETA2,650$1.6M0.98%
30BOOKING HOLDINGS INCBKNG296$1.5M0.93%
31DBX ETF TR23305143240,013$1.4M0.91%
32SSGA ACTIVE ETF TR78467V84836,570$1.4M0.91%
33ISHARES TR46428750722,466$1.4M0.89%
34BERKSHIRE HATHAWAY INC DELBRK-A2$1.4M0.86%
35JANUS DETROIT STR TR47103U85229,576$1.3M0.83%
36JPMORGAN CHASE & CO.VYLD5,425$1.3M0.82%
37ALPHABET INCGOOG6,420$1.2M0.77%
38MICROSOFT CORPMSFT2,838$1.2M0.76%
39ISHARES TR46429B69712,414$1.1M0.70%
40SCHWAB CHARLES CORPSCHW-PJ14,415$1.1M0.68%
41WELLS FARGO CO NEW94974610114,203$997,6190.63%
42PHILIP MORRIS INTL INC7181721097,805$939,3320.60%
43ORACLE CORPORCL-PD5,627$937,6830.59%
44VANGUARD CHARLOTTE FDS92203J40718,577$911,2020.58%
45ISHARES TR46428951118,113$894,7820.57%
46ISHARES TR46435G32613,866$893,9410.57%
47ISHARES INC46434G10315,131$790,1410.50%
48BANK NEW YORK MELLON CORP06405810010,021$769,9130.49%
49ISHARES TR4642874328,760$765,0110.48%
50COMCAST CORP NEWCCZ20,289$761,4460.48%
51CARMAX INCKMX9,289$759,4690.48%
52EXXON MOBIL CORPXOM6,869$738,8980.47%
53BECTON DICKINSON & COBDX3,114$706,4730.45%
54VISA INCV2,177$688,0190.44%
55PIMCO ETF TR72201R58525,394$658,2120.42%
56FIRST TR EXCHNG TRADED FD VI33740F80515,275$656,3670.42%
57HARTFORD FDS EXCHANGE TRADED41653L30519,620$653,9350.41%
58PIMCO ETF TR72201R7757,229$653,6460.41%
59ISHARES TR4642878045,635$649,2650.41%
60ISHARES TR4642886615,489$634,2540.40%
61EBAY INC.EBAY9,441$584,8700.37%
62CONOCOPHILLIPSCOP5,724$567,6490.36%
63UNILEVER PLCUNLYF9,954$564,3920.36%
64ISHARES TR4642871764,932$525,5050.33%
65MEDTRONIC PLCMDT6,470$516,8240.33%
66ELEVANCE HEALTH INCELV1,387$511,6640.32%
67ISHARES INC46434G8227,544$506,2020.32%
68ANALOG DEVICES INCADI2,295$487,5960.31%
69TAIWAN SEMICONDUCTOR MFG LTD8740391002,459$485,6280.31%
70GENERAL DYNAMICS CORPGD1,830$482,1870.31%
71ALPHABET INCGOOG2,430$459,9990.29%
72NOVARTIS AGNVSEF4,335$421,8390.27%
73AMNEAL PHARMACEUTICALS INCAMRX51,414$407,1990.26%
74SANOFISNYNF8,408$405,5180.26%
75ISHARES TR4642875153,856$386,0630.24%
76ENBRIDGE INCENNPF9,000$381,8700.24%
77ISHARES TR46432F3883,557$375,6550.24%
78INTERNATIONAL BUSINESS MACHSINTR1,695$372,6120.24%
79MCKESSON CORPMCK637$363,0330.23%
80STARBUCKS CORPSBUX3,933$358,8860.23%
81FISERV INCFISV1,669$342,8460.22%
82MASTERCARD INCORPORATEDMA646$340,1640.22%
83JOHNSON & JOHNSONJNJ2,257$326,4070.21%
84QUALCOMM INCQCOM2,090$321,0660.20%
85IQVIA HLDGS INCIQV1,621$318,5430.20%
86VANECK ETF TRUST92189F6761,254$303,6810.19%
87DISNEY WALT CO2546871062,655$295,6340.19%
88BRISTOL-MYERS SQUIBB COCELG-RI5,194$293,7730.19%
89BANK AMERICA CORP0605051046,501$285,7190.18%
90INVESCO EXCH TRADED FD TR IIIVZ4,320$282,3120.18%
91PEPSICO INCPEP1,800$273,7080.17%
92AIR PRODS & CHEMS INCAIIR881$255,5250.16%
93INVESCO EXCHANGE TRADED FD TIVZ3,707$247,5160.16%
94OMNICOM GROUP INCOMC2,799$240,8260.15%
95SALESFORCE INCCRM720$240,7180.15%
96CHECK POINT SOFTWARE TECH LTM224651041,255$234,3090.15%
97DIAGEO PLCDGEAF1,786$227,0540.14%
98SPDR GOLD TRGLD912$220,8230.14%
99EVERSOURCE ENERGYES3,716$213,4100.14%
100APPLE INCAAPL844$211,3540.13%
101ADOBE INCADBE475$211,2230.13%
102YUM CHINA HLDGS INCYUMC4,252$204,8190.13%
103ISHARES TR4642872344,820$201,5720.13%
104ISHARES TR4642874652,659$201,0470.13%
105INGREDION INCINGR1,455$200,1500.13%
106FLAGSTAR FINANCIAL INCFLG-PU20,553$191,7590.12%
107LLOYDS BANKING GROUP PLCLLOBF48,814$132,7740.08%
108AMBEV SAABEV15,258$28,2270.02%