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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

Thomas J. Herzfeld Advisors, Inc.

Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001398344-24-014510

Total Value
$285.1M
Positions
238
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (238)

#IssuerTicker / CUSIPSharesValue% of Filing
1PIMCO Dynamic Income Strategy FundPDX1,524,529$34.0M11.91%
2FS Credit Opportunities CorpFSCO3,627,460$23.1M8.10%
3Highland Floating Rate Opportunities FundHFRO-PB3,270,191$20.4M7.17%
4Nuveen Vriabl Rat Pfd & InmNU590,664$10.9M3.81%
5Sound Point Meridian Cap Inc.SPME440,094$8.8M3.09%
6Cornerstone Strategic Value Fund IncCLM1,123,335$8.6M3.03%
7Nuveen Pfd & Income OpportunNU1,050,552$7.8M2.75%
8Nuveen Floating Rate Income67072T108759,380$6.6M2.30%
9The Herzfeld Caribbean Basin Fund IncHERZ2,429,946$5.7M2.00%
10Destra Multi-Alternative Fd25065A502701,762$5.7M1.99%
11Neuberger Brman Next GeneraNBXG375,656$4.8M1.70%
12Norwegian Cruise Line Holdings LtdNCLH243,207$4.6M1.60%
13BlackRock Science and Technology Trust IIBLK219,390$4.4M1.53%
14PIMCO Access Income FundPAXS262,737$4.2M1.46%
15Royal Caribbean GroupV7780T10325,348$4.0M1.42%
16Tortoise Pwr & Energy Infras89147X104246,698$3.9M1.37%
17MasTec IncMTZ34,872$3.7M1.31%
18Brookfield Real Assets IncomRA285,673$3.6M1.28%
19Central Securities Corp15512310282,736$3.6M1.28%
20Saba Capital Income & OpportBRW462,523$3.6M1.27%
21Nuveen Dow 30 Dynamic Overwrite FundNU253,231$3.5M1.24%
22Rivernorth Flexible Mun Income Fund II, Inc.76883Y107247,119$3.5M1.23%
23Cohen & Steers Limited Duration Preferred and Income Fund, Inc.19248C105168,996$3.4M1.18%
24BlackRock Cap Allocation TrBLK203,640$3.3M1.17%
25Thornburg Incm Builder Opp Tr885213108192,488$3.1M1.09%
26Tortoise Energy Independence89148K20084,389$3.1M1.07%
27Franklin Limited Duration Income TrustFTF469,366$3.0M1.04%
28Suro Capital CorpSSSSL738,208$3.0M1.04%
29The Taiwan Fund Inc87403610666,993$2.9M1.03%
30BlackRock Munihldngs Cali QLBLK265,027$2.9M1.03%
31MFS Municipal Income Trust552738106538,220$2.9M1.03%
32PIMCO Income Strategy FdII72201J104385,466$2.8M0.97%
33Nuveen NASDAQ 100 Dynamic Overwrite Fund670699107109,920$2.8M0.97%
34Adams Natural Resources Fund Inc00548F105111,449$2.6M0.92%
35Eaton Vance Tax-Managed GlobETN303,572$2.6M0.90%
36Nuveen Quality Municipal Income FundNU212,609$2.5M0.88%
37Adams Diversified Equity Fund Inc006212104107,345$2.3M0.81%
38NextEra Energy IncNEE-PW31,697$2.2M0.79%
39Pioneer Diversified High Income Trust723653101182,487$2.1M0.75%
40Martin Marietta Materials Inc5732841063,840$2.1M0.73%
41Blackstone Strategic Cred 20BX172,840$2.1M0.72%
42Tortoise Pipeline & Energy Fund, Inc.89148H20756,306$2.0M0.71%
43Eagle Pt Cr Co LLCECCW200,601$2.0M0.71%
44Clearbridge Energy Midstrm O18469P20948,766$2.0M0.70%
45OFG BancorpOFG53,454$2.0M0.70%
46BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc.05588N108222,344$2.0M0.69%
47New Fortress Energy IncNFE83,602$1.8M0.64%
48Playa Hotels & Resorts NvN70544106202,058$1.7M0.59%
49Popular IncBPOPM18,598$1.6M0.58%
50First BanCorp/Puerto Rico31867270688,690$1.6M0.57%
51Tortoise Energy Infra CorpTYG46,285$1.6M0.57%
52Carnival CorpCUKPF82,700$1.5M0.54%
53Copa Holdings SACPA16,250$1.5M0.54%
54OneSpaWorld Holdings LimitedOSW94,570$1.5M0.51%
55Nuveen Mortgage and Income FundNU79,374$1.4M0.50%
56Lennar CorpLEN-B9,450$1.4M0.50%
57Western Asset Mortgage Opp Fund Inc.95790B109117,691$1.4M0.49%
58Cornerstone Total Rtrn Fd In21924U300169,724$1.3M0.47%
59Vulcan Materials Co9291601095,219$1.3M0.46%
60Fomento Economico Mexicano SAB de CV34441910610,899$1.2M0.41%
61Vesta Real Estate CorpVTMX38,412$1.2M0.40%
62Wells Fargo Advantage Multi-Sector Income FundERC122,527$1.1M0.39%
63OFS Credit Company IncOCCIO152,580$1.1M0.39%
64Cemex SAB de CVCXMSF155,581$994,1630.35%
65Marriott Vacations Worldwide CorpVAC11,174$975,7140.34%
66BNY Mellon Mun Income Inc05589T104130,489$938,2160.33%
67High Income Secs Fd Shs42968F108129,658$906,3090.32%
68Grupo Aeroportuario del Sureste SAB de CV40051E2022,775$831,1680.29%
69Delaware Invts Natl Mun Inco24610T10873,065$771,5660.27%
70Empire State Realty Trust Inc29210410673,894$693,1260.24%
71Eaton Vance New York Mun BdETN59,764$589,2730.21%
72BNY Mellon Strategic Mun Bd09662E10998,495$585,0600.21%
73EVERTEC IncEVTC16,956$563,7870.20%
74MFS Investment Grade Municipal Trust59318B10869,631$550,0850.19%
75MFS High Yield Municipal Trust59318E102158,383$543,2540.19%
76Nuveen Municipal Credit Inc.NU43,472$536,8790.19%
77BlackRock MuniIvest FD II Inc.BLK48,568$536,6760.19%
78BlackRock Muni Intermediate Duration Fund IncBLK43,206$533,1620.19%
79PIMCO Calif Mun Income Fd II72200M10890,380$528,7230.19%
80Clearbridge MLP and Midstrm18469Q20712,420$505,2460.18%
81Invesco Tr Invt Grade New YoIVZ40,249$452,3990.16%
82Seaboard CorpSE137$433,0210.15%
83Federated Hermes Prem Muni IFHI35,088$401,0560.14%
84Exchange Listed FDS Tr30151E80618,401$391,7570.14%
85Nuveen CA Qualty Mun IncomeNU32,037$369,3870.13%
86Nuveen Municipal Credit Opp FundNU32,401$357,3830.13%
87Invesco California Value Municipal Income TrustIVZ31,080$323,8540.11%
88BlackRock Muni Income Tr IIBLK29,094$314,5060.11%
89SPDR Gold TrGLD1,398$300,5840.11%
90Invesco Tr Invt Grade MunsIVZ28,352$291,1750.10%
91Apple IncAAPL1,330$280,1250.10%
92RiverNorth Managed Duration Municipal Income Fund II, Inc76882M10416,378$266,3060.09%
93Investco CurrencyShares Japan46138W1074,198$241,4900.08%
94iShares Tr46434V8604,469$226,4000.08%
95Nexpoint Diversified Rel Et65340G20540,580$224,4070.08%
96SPDR S&P 500 ETF TrSPY390$212,2460.07%
97BlackRock Calif Mun IncomeBLK17,597$210,6360.07%
98America Movil SAB de CVAMXOF10,698$181,8660.06%
99SRH Total Return Fund IncSTEW12,334$179,4600.06%
100Sprott Physical Gold and Silver TrustSII8,000$176,4000.06%
101Western Asset/Claymore Inflation-Linked Securities & Income Fund95766Q10620,900$167,4090.06%
102Consolidated Water Co LtdCWCO6,092$161,6820.06%
103AllianzGI Artificial Intelligence Opp FundAIO7,094$154,0110.05%
104Aersale CorporationASLE21,732$150,3850.05%
105Ecofin Sustainable and Social Impact Term Fund27901F10912,521$144,1170.05%
106Invesco QQQ TrIVZ270$129,3600.05%
107SPDR Ser Tr78468R6631,369$125,6470.04%
108BlackRock Health Sciences Trust IIBLK7,901$121,3590.04%
109Columbia Seligman Premium Technology Growth Fund19842X1093,435$114,3510.04%
110United States Oil Fund LPUNTCW1,125$89,5390.03%
111SPDR S&P MidCap 400 ETF TrMDY150$80,2620.03%
112Nuveen Credit Strategies Income FundNU13,985$77,6170.03%
113Net Power Inc.NPWR-WT32,771$74,9080.03%
114Netflix, Inc.NFLX100$67,4880.02%
115Western Asset/Claymore Inflation-Linked Opportunities & Income Fund95766R1046,099$51,9020.02%
116Meta Platforms IncMETA100$50,4220.02%
117iShares Tr464287226383$37,1780.01%
118Ishares Tr464287150249$29,5760.01%
119Ishares Tr464288679233$25,7470.01%
120Wisdomtree TrWT487$24,5010.01%
121Ishares Tr 13 Yr464287457286$23,3520.01%
122Oppfi Inc ComOPFI-WT5,898$19,9940.01%
123BlackRock Enhanced International Dividend TrustBLK3,376$18,8380.01%
124Montana Technologies CorpAIRJW12,307$17,7220.01%
125Ishares Tr464288661143$16,5120.01%
126Ishares Tr46434V613353$15,9630.01%
127Morgan Stanley India Investment Fund IncMS-PQ565$15,1140.01%
128Ishares464288646272$13,9370.00%
129ProShares Short VIX Short-Term Futures ETF74347W130220$13,5060.00%
130Aberdeen Global Dynamic Dividend FundAGD1,355$13,2250.00%
131Goldman Sachs Etf TrNVGLF123$13,1550.00%
132Vanguard Index Fds92290862952$12,5890.00%
133TMC The Metals Company IncTMCWW8,959$12,0950.00%
134The New Germany Fund Inc6444651061,453$11,8200.00%
135Japan Smaller Capitalization Fund IncJOF1,557$11,8020.00%
136PGIM Global Short Duration High Yield Fund, Inc.69346J106962$11,4290.00%
137Ishares Tr464288638222$11,3800.00%
138The Mexico Fund, Inc.592835102694$11,1040.00%
139Mexico Equity & Income Fd5928341051,150$11,0400.00%
140TCW Strategic Income Fund Inc8723401042,000$9,4800.00%
141The Korea Fund Inc500634209388$9,3620.00%
142Aberdeen Global Premier Properties Fund00302L1082,394$9,1450.00%
143BlackRock ESG Cap Allc TrBLK501$8,7880.00%
144Aberdeen Japan Equity Fund IncJEQ1,420$8,3350.00%
145Virtus Stone HBR Emrg Mkts I86164T1071,568$8,2630.00%
146Aberdeen Total Dynamic Dividend FundAOD947$7,9640.00%
147Ishares Tr46428828187$7,6980.00%
148Ishares Tr46432F842104$7,5550.00%
149Vanguard Specialized Funds92190884439$7,1190.00%
150Aberdeen Std Global Infrastructure00326W106367$6,7160.00%
151The European Equity Fund Inc298768102740$6,6460.00%
152Aberdeen Emerging Markets Equity Inc.AEF1,228$6,4850.00%
153Morgan Stanley Emerging MktsMS-PQ1,300$5,9280.00%
154Nuveen Core Equity Alpha FundNU340$5,1000.00%
155General American Investors Co Inc368802104102$5,0710.00%
156Royce Value Trust IncRVT344$4,9780.00%
157The Gabelli Dividend & Income Trust36242H104219$4,9730.00%
158Liberty All Star Equity Fund530158104727$4,9440.00%
159BlackRock Innovation and GrwBLK681$4,9240.00%
160Tri-Continental Corp895436103159$4,9240.00%
161BlackRock Enhanced Equity Dividend TrustBLK597$4,8770.00%
162Liberty All Star Growth Fund Inc529900102903$4,8220.00%
163Ishares Tr46428744051$4,7760.00%
164Gabelli Equity Trust IncGAB-PK918$4,7740.00%
165Vanguard Scottsdale Fds92206C771105$4,7670.00%
166Goldman Sachs ETF TRNVGLF136$4,5760.00%
167Purecycle Technologies IncPCTTW2,457$3,8820.00%
168JPMorgan Chase & CoVYLD19$3,8430.00%
169Progressive Corp74331510317$3,5310.00%
170Virtus Total Return Fund Inc.92835W107630$3,4370.00%
171Thermo Fisher Scientific, Inc.TMO6$3,3180.00%
172Select Sector Spdr Tr81369Y50636$3,2810.00%
173Matterport Inc577096100731$3,2680.00%
174Qualcomm IncQCOM16$3,1870.00%
175First Tr Exchange Trad Fd Vi33739H101126$3,0130.00%
176Diamondback Energy IncFANG15$3,0030.00%
177Invesco Actvely Mngd Etc FdIVZ209$2,9360.00%
178PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R83329$2,9190.00%
179Dbx Etf Tr23305143282$2,9080.00%
180Boston Scientific Corp.BSX37$2,8490.00%
181Analog Devices IncADI12$2,7390.00%
182AstraZeneca Group plc ADRAZN35$2,7300.00%
183Goldman Sachs Group, Inc. (The)GSCE6$2,7140.00%
184Microsoft CorpMSFT6$2,6820.00%
185Walmart IncWMT39$2,6410.00%
186Shell PlcRYDAF36$2,5980.00%
187Applied Materials, Inc.03822210511$2,5960.00%
188Air Products and Chemicals, Inc.AIIR10$2,5810.00%
189Mid-Amer Apt Cmntys Inc59522J10318$2,5670.00%
190Raytheon Technologies Corp.RTX25$2,5100.00%
191Apollo Global Mgmt Inc03769M10621$2,4790.00%
192Berkshire Hathaway Inc DelBRK-A6$2,4410.00%
193Alcon, Inc.ALC27$2,4050.00%
194Lamar Advertising Co NewLAMR20$2,3910.00%
195Chevron Corp.CVX15$2,3460.00%
196Mckesson CorpMCK4$2,3360.00%
197Lockheed Martin Corp.LMT5$2,3360.00%
198American Tower Corporation03027X10012$2,3330.00%
199The PNC Financial Services Group Inc69347510515$2,3320.00%
200Idacorp IncIDA25$2,3290.00%
201American Express CoAXP10$2,3160.00%
202Chubb LtdCB9$2,2960.00%
203Union Pac CorpUNP10$2,2630.00%
204Entergy Corp NewENO21$2,2470.00%
205Lowes Cos Inc54866110710$2,2050.00%
206Johnson & JohnsonJNJ15$2,1920.00%
207Procter & Gamble Co. (The)74271810913$2,1440.00%
208PepsiCo, Inc.PEP13$2,1440.00%
209Ferguson Plc NewG3421J10611$2,1300.00%
210Visa IncV8$2,1000.00%
211Abbott LaboratoriesABLZF20$2,0780.00%
212AbbVie, Inc.ABBV12$2,0580.00%
213NWTN IncAIIOW26,327$2,0540.00%
214Parker-Hannifin CorpPH4$2,0230.00%
215Comcast Corp. Cl A Common StockCCZ51$1,9970.00%
216Diageo PlcDGEAF15$1,8910.00%
217Berkley W R CorpWRB-PH32$1,6760.00%
218UnitedHealth Group IncUNH3$1,5280.00%
219Forge Global Holdings Inc.34629L1031,000$1,4600.00%
220Freeport-McMoRan Inc.FCX29$1,4090.00%
221Trane Technologies PlcTT4$1,3160.00%
222Smith A O CorpAOS16$1,3080.00%
223Salesforce IncCRM5$1,2860.00%
224Fidelity Natl Information Sv31620M10617$1,2810.00%
225Eaton Corp. plc (Ireland)ETN4$1,2540.00%
226Otis Worldwide CorpOTIS13$1,2510.00%
227Booz Allen Hamilton Hldg CorBAH8$1,2310.00%
228Marathon Pete CorpMARA7$1,2140.00%
229M & T Bk Corp55261F1048$1,2110.00%
230TE Connectivity LtdTEL8$1,2030.00%
231CME Group Inc.CME6$1,1800.00%
232Ulta Beauty IncULTA3$1,1580.00%
233Corteva IncCTVA21$1,1330.00%
234Mondelez International, Inc.60920710517$1,1120.00%
235Sun Cmntys Inc8666741049$1,0830.00%
236First Amern Finl Corp31847R10219$1,0250.00%
237Cboe Global Mkts Inc12503M1086$1,0200.00%
238Chord Energy CorporationCHRD6$1,0060.00%