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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

Quotient Wealth Partners, LLC

Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001221073-24-000045

Total Value
$2.80B
Positions
293
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (293)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200513,370$269.9M9.64%
2SPDR SER TR78464A4093,453,540$252.6M9.02%
3ISHARES TR46432F8422,814,820$208.9M7.46%
4ISHARES TR4642872262,067,506$202.5M7.23%
5TRIMTABS ETF TR89628W3022,809,092$170.6M6.09%
6BLACKROCK ETF TRUST IIBLK3,023,452$158.6M5.66%
7ISHARES TR4642885881,662,621$153.7M5.49%
8SPDR SER TR78464A5082,932,245$146.9M5.25%
9ISHARES TR46434V8034,179,076$145.8M5.21%
10ISHARES TR4642886462,192,298$112.4M4.01%
11ISHARES TR46429B697939,829$78.6M2.80%
12EXXON MOBIL CORPXOM608,928$70.8M2.53%
13ISHARES TR464287804469,588$51.9M1.85%
14SELECT SECTOR SPDR TR81369Y209350,143$51.7M1.85%
15ISHARES TR464287721369,014$49.8M1.78%
16ISHARES INC46434G103959,333$49.5M1.77%
17SPDR SER TR78468R622489,114$46.6M1.66%
18ISHARES TR46429B747429,049$42.7M1.52%
19ISHARES TR464287432448,852$42.5M1.52%
20VANGUARD INDEX FDS92290836363,015$30.3M1.08%
21ISHARES INC46434G764514,663$29.6M1.06%
22ISHARES TR464288414183,577$19.8M0.71%
23VANGUARD INDEX FDS92290873648,684$16.8M0.60%
24PIMCO ETF TR72201R866309,112$16.2M0.58%
25VANGUARD MUN BD FDS922907746314,732$15.9M0.57%
26MICROSOFT CORPMSFT35,209$14.8M0.53%
27VANGUARD INDEX FDS92290874482,684$13.5M0.48%
28APPLE INCAAPL74,525$12.8M0.46%
29ISHARES U S ETF TR46431W838235,505$11.8M0.42%
30DBX ETF TR233051200238,139$9.7M0.35%
31VANGUARD BD INDEX FDS92193782797,291$7.5M0.27%
32NVIDIA CORPORATIONNVDA7,798$7.0M0.25%
33CHEVRON CORP NEWCVX43,064$6.8M0.24%
34BERKSHIRE HATHAWAY INC DELBRK-A14,875$6.3M0.22%
35PHILLIPS 66PSX35,575$5.8M0.21%
36AMAZON COM INCAMZN32,180$5.8M0.21%
37ISHARES TR46434V613126,078$5.7M0.21%
38CONOCOPHILLIPSCOP44,866$5.7M0.20%
39ALPHABET INCGOOG36,406$5.5M0.20%
40ISHARES TR46428730961,810$5.2M0.19%
41BLACKROCK ETF TRUST IIBLK216,150$4.9M0.17%
42ISHARES TR46428740825,629$4.8M0.17%
43HOME DEPOT INCHD12,292$4.7M0.17%
44VISA INCV15,877$4.4M0.16%
45ISHARES TR46428888540,536$4.2M0.15%
46RTX CORPORATIONRTX42,626$4.2M0.15%
47SPDR SER TR78468R73985,100$4.0M0.14%
48TEXAS INSTRS INC88250810421,798$3.8M0.14%
49PROCTER AND GAMBLE CO74271810922,769$3.7M0.13%
50NOVO-NORDISK A SNONOF27,817$3.6M0.13%
51ACCENTURE PLC IRELANDACN10,232$3.5M0.13%
52VANGUARD BD INDEX FDS92193781945,857$3.5M0.12%
53JOHNSON & JOHNSONJNJ21,352$3.4M0.12%
54DISNEY WALT CO25468710627,468$3.4M0.12%
55VANGUARD INDEX FDS92290861117,472$3.4M0.12%
56META PLATFORMS INCMETA6,753$3.3M0.12%
57ORACLE CORPORCL-PD24,990$3.1M0.11%
58WALMART INCWMT51,448$3.1M0.11%
59ISHARES TR4642876148,960$3.0M0.11%
60GENERAL DYNAMICS CORPGD10,212$2.9M0.10%
61NIKE INCNKE29,864$2.8M0.10%
62STARBUCKS CORPSBUX30,660$2.8M0.10%
63ISHARES TR46429B267121,101$2.8M0.10%
64ISHARES TR46428788720,576$2.7M0.10%
65ADOBE INCADBE4,985$2.5M0.09%
66ISHARES TR46432F33914,986$2.5M0.09%
67ISHARES TR46428887742,626$2.3M0.08%
68MEDTRONIC PLCMDT25,673$2.2M0.08%
69MASTERCARD INCORPORATEDMA4,618$2.2M0.08%
70SENTINELONE INCS92,239$2.2M0.08%
71SPDR SER TR78464A28483,463$2.1M0.08%
72SCHLUMBERGER LTDSLB38,205$2.1M0.07%
73ELI LILLY & COLLY2,655$2.1M0.07%
74ISHARES TR46428746525,513$2.0M0.07%
75JPMORGAN CHASE & COVYLD10,141$2.0M0.07%
76ALPHABET INCGOOG12,829$2.0M0.07%
77COSTCO WHSL CORP NEW22160K1052,601$1.9M0.07%
78UNILEVER PLCUNLYF37,612$1.9M0.07%
79ISHARES TR46428863836,482$1.9M0.07%
80PEPSICO INCPEP10,564$1.8M0.07%
81ISHARES TR4642875989,739$1.7M0.06%
82BROADCOM INCAVGO1,311$1.7M0.06%
83ISHARES TR46429B33339,104$1.7M0.06%
84INTUITINTU2,606$1.7M0.06%
85BIOGEN INCBIIB7,793$1.7M0.06%
86VANGUARD INDEX FDS92290855318,976$1.6M0.06%
87STRYKER CORPORATIONSYK4,536$1.6M0.06%
88VANGUARD INDEX FDS9229085956,036$1.6M0.06%
89C H ROBINSON WORLDWIDE INCCHRW20,489$1.6M0.06%
90DIAGEO PLCDGEAF10,454$1.6M0.06%
91PIONEER NAT RES CO7237871075,859$1.5M0.05%
92SALESFORCE INCCRM4,798$1.4M0.05%
93BANK AMERICA CORP06050510438,088$1.4M0.05%
94UNITEDHEALTH GROUP INCUNH2,821$1.4M0.05%
95XCEL ENERGY INCXELLL25,904$1.4M0.05%
96ISHARES TR46428825712,564$1.4M0.05%
97ADVANCED MICRO DEVICES INCAMD7,340$1.3M0.05%
98PALO ALTO NETWORKS INCPANW4,433$1.3M0.04%
99MERCK & CO INCMRK9,489$1.3M0.04%
100LOCKHEED MARTIN CORPLMT2,737$1.2M0.04%
101ISHARES TR46428750720,470$1.2M0.04%
102VANGUARD INTL EQUITY INDEX F92204267628,946$1.2M0.04%
103TESLA INCTSLA6,665$1.2M0.04%
104BP PLCBPPFF30,384$1.1M0.04%
105AUTOMATIC DATA PROCESSING INADP4,556$1.1M0.04%
106ABBVIE INCABBV6,036$1.1M0.04%
107ISHARES TR46434V63929,096$1.1M0.04%
108BLACKROCK INCBLK1,193$994,8040.04%
109VERIZON COMMUNICATIONS INCVZ23,114$969,8510.03%
110ARES MANAGEMENT CORPORATIONARES-PB7,097$943,7600.03%
111S&P GLOBAL INCSPGI2,189$931,3760.03%
112FAIR ISAAC CORPFICO728$909,7160.03%
113COLGATE PALMOLIVE COCL9,922$893,4760.03%
114GALLAGHER ARTHUR J & CO3635761093,572$893,2170.03%
115ISHARES TR46434V86017,506$887,3790.03%
116NETFLIX INCNFLX1,458$885,4870.03%
117REPUBLIC SVCS INC7607591004,614$883,2300.03%
118COMCAST CORP NEWCCZ20,178$874,7310.03%
119ISHARES TR4642878798,472$870,6040.03%
120ISHARES TR46435G4257,449$856,3370.03%
121QUALCOMM INCQCOM5,038$852,9410.03%
122TRACTOR SUPPLY COTSCO3,194$836,0530.03%
123LINDE PLCLIN1,797$834,3830.03%
124CARRIER GLOBAL CORPORATIONCARR14,337$833,4340.03%
125ROPER TECHNOLOGIES INCROP1,420$796,4020.03%
126SPDR S&P 500 ETF TRSPY1,517$793,6620.03%
127UNION PAC CORPUNP3,214$790,4810.03%
128COCA COLA COKO12,638$773,1940.03%
129CME GROUP INCCME3,583$771,3320.03%
130CATERPILLAR INCCAT2,103$770,6770.03%
131ISHARES TR4642871013,088$764,0490.03%
132AT&T INCT-PC43,039$757,4890.03%
133GOLDMAN SACHS GROUP INCGSCE1,811$756,5230.03%
134THOMSON REUTERS CORP.TMSOF4,836$753,5470.03%
135GILEAD SCIENCES INCGILD10,150$743,4780.03%
136NASDAQ INCNDAQ11,750$741,4030.03%
137WELLS FARGO CO NEW94974610112,449$721,5440.03%
138INTERNATIONAL BUSINESS MACHSINTR3,732$712,6630.03%
139DOLLAR GEN CORP NEW2566771054,525$706,2260.03%
140NEXTERA ENERGY INCNEE-PW10,940$699,1770.02%
141FIRST TR EXCHANGE-TRADED FD33738R50612,336$692,9130.02%
142ONEOK INC NEWOKE8,575$687,4840.02%
143FIRSTSERVICE CORP NEWFSV4,113$681,9710.02%
144POOL CORPPOOL1,686$680,3890.02%
145UBER TECHNOLOGIES INCUBER8,650$665,9640.02%
146THERMO FISHER SCIENTIFIC INCTMO1,129$656,1910.02%
147STERIS PLCSTE2,893$650,4720.02%
148FISERV INCFISV4,049$647,0550.02%
149FIRST TR NAS100 EQ WEIGHTED3373441055,052$625,8820.02%
150WASTE MGMT INC DEL94106L1092,915$621,4350.02%
151GENERAL ELECTRIC CO3696043013,497$613,8570.02%
152MCDONALDS CORPMCD2,146$604,9930.02%
153CVS HEALTH CORPCVS7,585$604,9660.02%
154ABBOTT LABSABLZF5,302$602,6080.02%
155INTEL CORPINTC13,525$597,3950.02%
156COGNIZANT TECHNOLOGY SOLUTIOCTSH7,982$585,0280.02%
157ISHARES TR4642871765,388$578,7250.02%
158VANGUARD WHITEHALL FDS9219464064,775$577,7270.02%
159AMPHENOL CORP NEW0320951014,949$570,8670.02%
160OTIS WORLDWIDE CORPOTIS5,667$562,5770.02%
161TJX COS INC NEW8725401095,464$554,1590.02%
162SELECT SECTOR SPDR TR81369Y5065,829$550,3500.02%
163LOWES COS INC5486611072,136$544,1650.02%
164INTUITIVE SURGICAL INCISRG1,307$521,6110.02%
165PIMCO ETF TR72201R58520,191$520,1200.02%
166HEARTLAND FINL USA INC42234Q10214,599$513,1550.02%
167HONEYWELL INTL INC4385161062,477$508,4040.02%
168AMERICAN INTL GROUP INC0268747846,426$502,3200.02%
169MERCADOLIBRE INCMELI332$501,5160.02%
170CISCO SYS INCCSCO10,025$500,3310.02%
171BECTON DICKINSON & COBDX2,022$500,2300.02%
172VANGUARD INDEX FDS9229087691,916$497,9740.02%
173TCW TRANSFORM ETF TRUST29287L2057,089$485,0290.02%
174APPLIED MATLS INC0382221052,349$484,3590.02%
175CINTAS CORPCTAS704$483,6690.02%
176MCKESSON CORPMCK896$481,2840.02%
177SERVICENOW INCNOW623$474,9750.02%
178ISHARES INC46434G88910,581$471,2780.02%
179AMGEN INCAMGN1,647$468,2570.02%
180ISHARES TR4642886124,485$466,3330.02%
181ALBEMARLE CORPALB-PA3,510$462,4320.02%
182MARSH & MCLENNAN COS INC5717481022,218$456,8640.02%
183AMERICAN TOWER CORP NEW03027X1002,262$446,9490.02%
184CAPITAL ONE FINL CORP14040H1052,999$446,5570.02%
185T-MOBILE US INCTMUSZ2,727$445,1010.02%
186MONDELEZ INTL INC6092071056,279$439,5300.02%
187OREILLY AUTOMOTIVE INC67103H107388$438,0050.02%
188LAM RESEARCH CORPLRCX446$433,3200.02%
189MARRIOTT INTL INC NEW5719032021,706$430,4410.02%
190TRAVELERS COMPANIES INCTRV1,867$429,5940.02%
191PARKER-HANNIFIN CORPPH764$424,6240.02%
192KINSALE CAP GROUP INC49714P108807$423,4650.02%
193VAALCO ENERGY INCEGY60,420$421,1270.02%
194KLA CORPKLAC601$419,8410.01%
195APOLLO GLOBAL MGMT INC03769M1063,727$419,1010.01%
196MOTOROLA SOLUTIONS INCMSI1,180$418,8760.01%
197WILLIAMS COS INC96945710010,730$418,1480.01%
198PROLOGIS INC.PLDGP3,132$407,8490.01%
199ISHARES TR4642872423,682$401,0430.01%
200ISHARES TR4642874574,869$398,1870.01%
201TARGET CORPTGT2,241$397,1880.01%
202INTERNATIONAL FLAVORS&FRAGRA4595061014,605$395,9800.01%
203AMERICAN EXPRESS COAXP1,727$393,2890.01%
204EATON CORP PLCETN1,253$391,7880.01%
205SEMPRASREA5,448$391,3300.01%
206FREEPORT-MCMORAN INCFCX8,161$383,7300.01%
207CONSOLIDATED EDISON INCED4,154$377,2160.01%
208DEERE & CODE903$370,8980.01%
209VERTEX PHARMACEUTICALS INCVRTX846$353,6360.01%
210PNC FINL SVCS GROUP INC6934751052,183$352,7730.01%
211HENRY JACK & ASSOC INC4262811012,028$352,3990.01%
212ISHARES TR4642876481,290$349,3320.01%
213DANAHER CORPORATION2358511021,358$339,0430.01%
214AMETEK INCAME1,849$338,1820.01%
215VULCAN MATLS CO9291601091,234$336,7830.01%
216DOMINION ENERGY INCD6,846$336,7550.01%
217CDW CORPCDW1,308$334,5600.01%
218ISHARES TR4642886533,156$331,4750.01%
219ANALOG DEVICES INCADI1,668$329,9140.01%
220NORTHROP GRUMMAN CORPNOC688$329,3180.01%
221VANGUARD TAX-MANAGED FDS9219438586,337$317,9040.01%
222HCA HEALTHCARE INCHCA951$317,1870.01%
223ELEVANCE HEALTH INCELV611$316,8280.01%
224OCCIDENTAL PETE CORP6745991054,817$313,0570.01%
225ROSS STORES INCROST2,112$309,9570.01%
226AIRBNB INCABNB1,858$306,4170.01%
227MARATHON PETE CORPMARA1,519$306,0790.01%
228QUANTA SVCS INC74762E1021,176$305,5250.01%
229BOOKING HOLDINGS INCBKNG84$304,7420.01%
230METLIFE INCMET-PF4,102$303,9990.01%
231INVESCO QQQ TRIVZ684$303,6220.01%
232SCHWAB CHARLES CORPSCHW-PJ4,184$302,6670.01%
233TRANE TECHNOLOGIES PLCTT1,007$302,3010.01%
234PHILIP MORRIS INTL INC7181721093,274$299,9640.01%
235TAIWAN SEMICONDUCTOR MFG LTD8740391002,153$292,9700.01%
236SHELL PLCRYDAF4,343$291,1400.01%
237CITIGROUP INCC-PR4,504$284,8330.01%
238BOSTON SCIENTIFIC CORPBSX4,136$283,2750.01%
239CADENCE DESIGN SYSTEM INCCDNS909$282,9540.01%
240SCIENCE APPLICATIONS INTL CO8086251072,161$281,7730.01%
241ZOETIS INCZTS1,638$277,1660.01%
242GENERAL MTRS CO37045V1006,087$276,0450.01%
2433M COMMM2,600$275,7820.01%
244PROGRESSIVE CORP7433151031,324$273,8300.01%
245PRUDENTIAL FINL INCPUKPF2,332$273,7770.01%
246CROWDSTRIKE HLDGS INCCRWD853$273,4630.01%
247PPG INDS INC6935061071,877$271,9770.01%
248HEICO CORP NEWHEI-A1,423$271,7930.01%
249REGENERON PHARMACEUTICALSREGN279$268,5350.01%
250MICRON TECHNOLOGY INCMU2,260$266,4310.01%
251MORGAN STANLEYMS-PQ2,783$262,0470.01%
252ILLINOIS TOOL WKS INC452308109976$261,9960.01%
253CHUBB LIMITEDCB1,010$261,7210.01%
254AUTOZONE INCAZO83$261,5870.01%
255LULULEMON ATHLETICA INCLULU668$260,9920.01%
256ISHARES TR4642882812,863$256,7250.01%
257FEDEX CORPFDX885$256,5530.01%
258LENNAR CORPLEN-B1,466$252,1230.01%
259D R HORTON INC23331A1091,515$249,2930.01%
260PFIZER INCPFE8,937$248,0020.01%
261THE CIGNA GROUP125523100675$245,1530.01%
262US BANCORP DELUSB-PS5,481$245,0010.01%
263ALLSTATE CORPALL-PJ1,407$243,4250.01%
264UNITED PARCEL SERVICE INCUPS1,633$242,7000.01%
265SYNOPSYS INCSNPS424$242,3160.01%
266KKR & CO INCKKRT2,405$241,8950.01%
267SIMON PPTY GROUP INC NEW8288061091,541$241,1510.01%
268ASML HOLDING N VASMLF248$240,8900.01%
269TRUIST FINL CORP89832Q1096,147$239,6100.01%
270DUKE ENERGY CORP NEWDUKB2,468$238,6800.01%
271PUBLIC STORAGEPSA-PS820$237,8490.01%
272INTERCONTINENTAL EXCHANGE IN45866F1041,726$237,2040.01%
273ENBRIDGE INCENNPF6,531$236,2920.01%
274BOEING COBA-PA1,223$236,0270.01%
275ISHARES TR4642882404,389$234,3290.01%
276ISHARES TR4642885133,007$233,7340.01%
277EQUINIX INCEQIX279$230,2670.01%
278SNOWFLAKE INCSNOW1,419$229,3640.01%
279UNITED RENTALS INCURI317$228,5920.01%
280AVALONBAY CMNTYS INCAWX1,231$228,4240.01%
281EOG RES INCEOG1,776$227,0440.01%
282ASTRAZENECA PLCAZN3,315$224,5900.01%
283SCHWAB STRATEGIC TR8085242013,542$219,8170.01%
284ARISTA NETWORKS INCANET735$213,0440.01%
285BLACKSTONE INCBX1,620$212,8190.01%
286BLACKROCK ETF TRUSTBLK4,764$211,5220.01%
287PAYPAL HLDGS INCPYPL3,139$210,2820.01%
288CHIPOTLE MEXICAN GRILL INCCMG71$205,3600.01%
289SOUTHERN COSOMN2,845$204,1000.01%
290PACCAR INCPCAR1,621$200,8260.01%
291ISHARES TR46435U7134,622$200,4290.01%
292VALERO ENERGY CORPVLO1,174$200,3900.01%
293WARNER BROS DISCOVERY INCWBD10,249$89,4740.00%