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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

Western Pacific Wealth Management, LP

Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001376474-24-000444

Total Value
$132.2M
Positions
229
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (229)

#IssuerTicker / CUSIPSharesValue% of Filing
1NIKE INC CL BNKE607,226$45.8M34.61%
2APPLE INC COMAAPL61,268$12.9M9.76%
3AMAZON COM INC COMAMZN40,424$7.8M5.91%
4VANGUARD DIVIDEND APPRECIATION ETF92190884441,843$7.6M5.78%
5MICROSOFT CORP COMMSFT13,109$5.9M4.43%
6VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640648,035$5.7M4.31%
7NVIDIA CORPORATION COMNVDA40,747$5.0M3.81%
8ALPHABET INC CAP STK CL AGOOG23,519$4.3M3.24%
9BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A8,424$3.4M2.59%
10ALPHABET INC CAP STK CL CGOOG18,635$3.4M2.58%
11META PLATFORMS INC CL AMETA4,268$2.2M1.63%
12COSTCO WHSL CORP NEW COM22160K1051,967$1.7M1.26%
13PALANTIR TECHNOLOGIES INC CL APLTR61,541$1.6M1.18%
14SALESFORCE INC COMCRM4,689$1.2M0.91%
15INTUITIVE SURGICAL INC COM NEWISRG2,230$992,0160.75%
16TESLA INC COMTSLA4,327$856,2270.65%
17PALO ALTO NETWORKS INC COMPANW1,802$610,8960.46%
18MASTERCARD INCORPORATED CL AMA1,185$522,9660.40%
19WELLS FARGO CO NEW COM9497461018,570$508,9860.38%
20UNITEDHEALTH GROUP INC COMUNH910$463,5450.35%
21JOHNSON & JOHNSON COMJNJ3,149$460,2580.35%
22VANECK MORNINGSTAR WIDE MOAT ETF92189F6435,151$446,1390.34%
23VISA INC COM CL AV1,650$432,9900.33%
24WINTRUST FINL CORP COM97650W1084,224$416,3140.31%
25SPDR S&P 500 ETF TRUSTSPY714$388,3780.29%
26WALMART INC COMWMT5,676$384,3220.29%
27CAPITAL ONE FINL CORP COM14040H1052,655$367,5850.28%
28ADVANCED MICRO DEVICES INC COMAMD2,204$357,5110.27%
29ORACLE CORP COMORCL-PD2,341$330,5490.25%
30SCHWAB CHARLES CORP COMSCHW-PJ4,285$315,7620.24%
31ASML HOLDING N V N Y REGISTRY SHSASMLF308$315,0010.24%
32UBER TECHNOLOGIES INC COMUBER4,064$295,3720.22%
33GENERAL MTRS CO COM37045V1006,022$279,7820.21%
34AUTOZONE INC COMAZO92$272,6970.21%
35VERISK ANALYTICS INC COMVRSK1,000$269,5500.20%
36EXXON MOBIL CORP COMXOM2,322$267,2590.20%
37JPMORGAN CHASE & CO. COMVYLD1,316$266,1190.20%
38AMERICAN INTL GROUP INC COM NEW0268747843,468$257,4640.19%
39ARES CAPITAL CORP COMARCC11,597$241,6830.18%
40INTERCONTINENTAL EXCHANGE INC COM45866F1041,760$240,9260.18%
41PAYCOM SOFTWARE INC COMPAYC1,625$232,4400.18%
42TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,316$228,7340.17%
43EOG RES INC COMEOG1,751$220,3980.17%
44VANGUARD UTILITIES ETF92204A8761,484$219,5130.17%
45FISERV INC COMFISV1,462$217,8960.16%
46DUKE ENERGY CORP NEW COM NEWDUKB2,163$216,8250.16%
47SEALED AIR CORP NEW COMSE6,085$211,6970.16%
48MERCK & CO INC COMMRK1,638$202,7660.15%
49DOORDASH INC CL ADASH1,853$201,5690.15%
50PROCTER AND GAMBLE CO COM7427181091,198$197,5150.15%
51CHIPOTLE MEXICAN GRILL INC COMCMG3,140$196,7210.15%
52PEPSICO INC COMPEP1,154$190,3290.14%
53INTERPUBLIC GROUP COS INC COMINTR6,316$183,7320.14%
54CBRE GROUP INC CL ACBRE2,035$181,3390.14%
55BANK AMERICA CORP COM0605051044,521$179,8120.14%
56PAYPAL HLDGS INC COMPYPL3,082$178,8480.14%
57ISHARES RUSSELL 2000 ETF464287655876$177,7600.13%
58COMCAST CORP NEW CL ACCZ4,363$170,8550.13%
59ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,000$170,7600.13%
60ABBVIE INC COMABBV973$166,8890.13%
61INTUIT COMINTU252$165,6170.13%
62SERVICENOW INC COMNOW204$160,4810.12%
63LAM RESEARCH CORP COMLRCX145$154,4030.12%
64LIBERTY BROADBAND CORP COM SER CLBRDP2,735$149,9330.11%
65OKTA INC CL AOKTA1,578$147,7170.11%
66AMERICAN EXPRESS CO COMAXP634$146,8030.11%
67TOLL BROTHERS INC COMTOL1,220$140,5200.11%
68TEXAS INSTRS INC COM882508104719$139,8670.11%
69US BANCORP DEL COM NEWUSB-PS3,500$138,9500.11%
70ABBOTT LABS COMABLZF1,302$135,2910.10%
71INTERACTIVE BROKERS GROUP INC COM CL A45841N1071,100$134,8600.10%
72FREEPORT-MCMORAN INC CL BFCX2,774$134,8160.10%
73FERRARI N V COMRACE305$124,5530.09%
74DTE ENERGY CO COMDTK1,116$123,8870.09%
75IQVIA HLDGS INC COMIQV585$123,6920.09%
76SEMPRA COMSREA1,609$122,3810.09%
77MCDONALDS CORP COMMCD475$120,9290.09%
78HOWARD HUGHES HOLDINGS INC COMHHH1,861$120,6300.09%
79PHILLIPS 66 COMPSX845$119,2890.09%
80CARLYLE GROUP INC COMCGABL2,970$119,2460.09%
81LINDE PLC SHSLIN269$118,0640.09%
82DEERE & CO COMDE309$115,4520.09%
83INVESCO QQQ TRUST SERIES IIVZ238$114,0510.09%
84PNC FINL SVCS GROUP INC COM693475105719$111,7900.08%
85MONSTER BEVERAGE CORP NEW COMMNST2,206$110,1900.08%
86ENERGY SELECT SECTOR SPDR FUND81369Y5061,200$109,3800.08%
87APOLLO GLOBAL MGMT INC COM03769M106916$108,1520.08%
88WENDYS CO COM95058W1006,315$107,1020.08%
89OREILLY AUTOMOTIVE INC COM67103H107101$106,6620.08%
90GRAYSCALE BITCOIN TRUSTGBTC2,000$106,4800.08%
91AGNICO EAGLE MINES LTD COMAEM1,601$104,7050.08%
92WARNER BROS DISCOVERY INC COM SER AWBD13,903$103,4380.08%
93PFIZER INC COMPFE3,687$103,1620.08%
94STARBUCKS CORP COMSBUX1,325$103,1510.08%
95FABRINET SHSFN416$101,8330.08%
96MARTIN MARIETTA MATLS INC COM573284106184$99,6910.08%
97ZOETIS INC CL AZTS574$99,5090.08%
98COPART INC COMCPRT1,828$99,0040.07%
99CUMMINS INC COMCMI357$98,8640.07%
100WISDOMTREE U.S. HIGH DIVIDEND FUNDWT1,160$98,1240.07%
101THE TRADE DESK INC COM CL A88339J1051,000$97,6700.07%
102MONDELEZ INTL INC CL A6092071051,492$97,6360.07%
103CITIGROUP INC COM NEWC-PR1,509$95,7610.07%
104SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R7392,000$94,3800.07%
105BROADCOM INC COMAVGO58$93,2630.07%
106S&P GLOBAL INC COMSPGI209$93,2140.07%
107ACCENTURE PLC IRELAND SHS CLASS AACN303$91,9330.07%
108SPDR S&P REGIONAL BANKING ETF78464A6981,849$90,7860.07%
109ANNALY CAPITAL MANAGEMENT INC COM NEWNLY-PJ4,705$89,6770.07%
110NEWMONT CORP COMNEMCL2,113$88,4710.07%
111CHARTER COMMUNICATIONS INC NEW CL A16119P108290$86,6980.07%
112BECTON DICKINSON & CO COMBDX367$85,7720.06%
113DANAHER CORPORATION COM235851102338$84,4490.06%
114BLACKSTONE INC COMBX669$82,8220.06%
115LIVE NATION ENTERTAINMENT INC COMLYV866$81,1790.06%
116VANECK DURABLE HIGH DIVIDEND ETF92189H1022,550$80,9140.06%
117WHEATON PRECIOUS METALS CORP COMWPM1,520$79,6780.06%
118UNION PAC CORP COMUNP341$77,2280.06%
119RIO TINTO PLC SPONSORED ADRRTNTF1,169$77,0720.06%
120ELEVANCE HEALTH INC COMELV142$76,9440.06%
121ISHARES S&P MID-CAP 400 VALUE ETF464287705668$75,7960.06%
122KROGER CO COMKR1,506$75,1950.06%
123PRICE T ROWE GROUP INC COMTROW635$73,2220.06%
124CHEVRON CORP NEW COMCVX447$69,9730.05%
125FRESHPET INC COMFRPT533$68,9650.05%
126HDFC BANK LTD SPONSORED ADSHDB1,067$68,6400.05%
127EXELON CORP COMEXC1,975$68,3550.05%
128STRYKER CORPORATION COMSYK191$64,9880.05%
129INTERNATIONAL BUSINESS MACHS COMINTR375$64,8560.05%
130COCA COLA CO COMKO996$63,3950.05%
131IQ MERGER ARBITRAGE ETF45409B8002,000$63,2000.05%
132VERIZON COMMUNICATIONS INC COMVZ1,503$61,9730.05%
133AGILENT TECHNOLOGIES INC COMA475$61,5740.05%
134ARK INNOVATION ETF00214Q1041,329$58,4100.04%
135ISHARES S&P 500 VALUE ETF464287408301$54,8500.04%
136DISNEY WALT CO COM254687106552$54,7770.04%
137LOCKHEED MARTIN CORP COMLMT116$54,2610.04%
138BOEING CO COMBA-PA295$53,6930.04%
139SOUTHERN CO COMSOMN671$52,0460.04%
140CENTERPOINT ENERGY INC COMCNP1,675$51,8920.04%
141AMERICA MOVIL SAB DE CV SPON ADS RP CL BAMXOF3,000$51,0000.04%
142LIBERTY MEDIA CORP DEL COM LBTY ONE S CFWONB700$50,2880.04%
143VEEVA SYS INC CL A COMVEEV273$49,9620.04%
144STARWOOD PPTY TR INC COMSTHO2,625$49,7210.04%
145COLGATE PALMOLIVE CO COMCL510$49,4900.04%
146AMGEN INC COMAMGN155$48,4300.04%
147CONOCOPHILLIPS COMCOP419$47,9250.04%
148AUTOMATIC DATA PROCESSING INC COMADP200$47,7380.04%
149PHILIP MORRIS INTL INC COM718172109471$47,7260.04%
150DOMINION ENERGY INC COMD932$45,6680.03%
151ELI LILLY & CO COMLLY50$45,4150.03%
152BROOKFIELD INFRAST PARTNERS LP LP INT UNITG162521011,635$44,8640.03%
153MICRON TECHNOLOGY INC COMMU338$44,4570.03%
154LAS VEGAS SANDS CORP COMLVS970$42,9230.03%
155CME GROUP INC COMCME214$42,0110.03%
156KKR & CO INC COMKKRT382$40,2150.03%
157OCCIDENTAL PETE CORP COM674599105599$37,7550.03%
158COSTAR GROUP INC COMCSGP501$37,1440.03%
159FIRSTENERGY CORP COMFE945$36,1650.03%
160HOME DEPOT INC COMHD99$34,2360.03%
161SCHWAB U.S. BROAD MARKET ETF808524102517$32,4870.02%
162WILLIAMS COS INC COM969457100711$30,2180.02%
163PROLOGIS INC. COMPLDGP249$27,9650.02%
164VANGUARD EXTENDED MARKET ETF922908652150$25,3190.02%
165ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN01881G106700$23,6530.02%
166LIBERTY MEDIA CORP DEL COM LBTY ONE S AFWONB350$22,4810.02%
167NNN REIT INC COMNNN505$21,5130.02%
168ANALOG DEVICES INC COMADI92$21,0000.02%
169TARGET CORP COMTGT138$20,3610.02%
170ATLANTA BRAVES HLDGS INC COM SER CBATRB506$19,9570.02%
171ZIMMER BIOMET HOLDINGS INC COMZBH155$16,8220.01%
172BROOKFIELD CORP CL A LTD VT SH11271J107391$16,2420.01%
173AUTONATION INC COMAN100$15,9380.01%
174KENVUE INC COMKVUE794$14,4320.01%
175ADOBE INC COMADBE25$13,8890.01%
176MONGODB INC CL AMDB55$13,7480.01%
177SNOWFLAKE INC CL ASNOW100$13,5090.01%
178DOW INC COMDOW248$13,1560.01%
179HCA HEALTHCARE INC COMHCA40$12,9630.01%
180OCCIDENTAL PETE CORP WT EXP 080327674599162283$11,6480.01%
181NOVO-NORDISK A S ADRNONOF80$11,4190.01%
182BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS ABIPC329$11,0740.01%
183OLD NATL BANCORP IND COM680033107532$9,1490.01%
184EATON VANCE MUNI INCOME TRUST SH BEN INTETN750$7,7630.01%
185VANGUARD TAX-EXEMPT BOND ETF922907746152$7,6400.01%
186ARK GENOMIC REVOLUTION ETF00214Q302310$7,2790.01%
187ISHARES CORE S&P 500 ETF46428720013$7,2200.01%
188VANECK CEF MUNI INCOME ETF92189F460300$6,6030.00%
189INVESCO WATER RESOURCES ETFIVZ100$6,5060.00%
190SAP SE SPON ADRSAPGF30$6,0510.00%
191ATLANTA BRAVES HLDGS INC COM SER ABATRB140$5,7860.00%
192SCHWAB US DIVIDEND EQUITY ETF80852479768$5,3030.00%
193CROWN CRAFTS INC COMCRWS1,000$5,2300.00%
194CNA FINL CORP COM126117100106$4,8880.00%
195UNILEVER PLC SPON ADR NEWUNLYF84$4,6320.00%
196SCHWAB INTERNATIONAL EQUITY ETF808524805115$4,4280.00%
197AMBEV SA SPONSORED ADRABEV2,000$4,1000.00%
198BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS11300410597$3,6910.00%
199IQIYI INC SPONSORED ADSIQ1,000$3,6700.00%
200KIMBERLY-CLARK CORP COMKMB26$3,5930.00%
201ROYAL BK CDA COM78008710233$3,5110.00%
202GSK PLC SPONSORED ADRGLAXF78$3,0090.00%
203VANGUARD TOTAL STOCK MARKET ETF92290876911$2,9650.00%
204BHP GROUP LTD SPONSORED ADSBHPLF47$2,7060.00%
205BANK MONTREAL QUE COM06367110132$2,6830.00%
206SONY GROUP CORP SPONSORED ADRSNEJF29$2,4640.00%
207SANOFI SPONSORED ADRSNYNF50$2,4260.00%
208TRAEGER INC COMMON STOCKCOOK1,000$2,4000.00%
209BLACKSTONE MTG TR INC COM CL ABX129$2,2520.00%
210BCE INC COM NEWBCPPF58$1,8770.00%
211BP PLC SPONSORED ADRBPPFF50$1,8110.00%
212CORTEVA INC COMCTVA31$1,6750.00%
213POSCO HOLDINGS INC SPONSORED ADRPKX21$1,3810.00%
214NICE LTD SPONSORED ADRNCSYF8$1,3760.00%
215T-MOBILE US INC COMTMUSZ7$1,2480.00%
216LIBERTY MEDIA CORP DEL COM LBTY LIV S CFWONB29$1,1100.00%
217TRANE TECHNOLOGIES PLC SHSTT3$9870.00%
218QUANTUMSCAPE CORP COM CL AQS200$9840.00%
219COSTAMARE INC SHSCMRE-PC57$9340.00%
220HALEON PLC SPON ADSHLNCF97$7990.00%
221PJT PARTNERS INC COM CL APJT5$5400.00%
222LIBERTY MEDIA CORP DEL COM LBTY LIV S AFWONB14$5250.00%
223ISHARES BIOTECHNOLOGY ETF4642875563$4130.00%
224LIBERTY LATIN AMERICA LTD COM CL CLILAB42$4040.00%
225UNITED STATES 12 MONTH NATURAL GAS FUND LPUNTCW40$3300.00%
226WOODSIDE ENERGY GROUP LTD SPONSORED ADRWOPEF16$3010.00%
227ORGANON & CO COMMON STOCKOGN12$2480.00%
228RECURSION PHARMACEUTICALS INC CL ARXRX20$1500.00%
229RIVIAN AUTOMOTIVE INC COM CL ARIVN9$1210.00%