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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 COMBINATION REPORT

Balentine LLC

Quarter ended Q4 2024 · Filed January 29, 2025 · Accession 0001398344-25-001347

Total Value
$2.46B
Positions
181
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (181)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087361,696,331$696.2M28.26%
2ISHARES TR4642872264,566,220$442.5M17.96%
3VANGUARD INDEX FDS9229086371,205,967$325.2M13.20%
4INVESCO EXCH TRD SLF IDX FDIVZ5,686,390$308.4M12.52%
5ISHARES TR46438G4976,606,770$159.6M6.48%
6ISHARES TR464288414879,575$93.7M3.80%
7ISHARES TR464287200118,732$69.9M2.84%
8ISHARES TR46436E718672,320$67.4M2.74%
9VANGUARD INDEX FDS922908769131,422$38.1M1.55%
10VANGUARD TAX-MANAGED FDS921943858431,614$20.6M0.84%
11AMMO INCPOWWP16,020,000$17.6M0.72%
12ISHARES TR46428768948,839$16.3M0.66%
13ISHARES TR46432F842219,070$15.4M0.63%
14APPLE INCAAPL59,750$15.0M0.61%
15VANGUARD INDEX FDS92290836327,049$14.6M0.59%
16ISHARES TR46432F33975,064$13.4M0.54%
17SPDR SER TR78464A805156,122$11.2M0.45%
18VANGUARD BD INDEX FDS92193783595,352$6.9M0.28%
19VANGUARD INTL EQUITY INDEX F922042775112,037$6.4M0.26%
20ISHARES TR46434VBD1248,911$6.2M0.25%
21ISHARES TR46428716846,776$6.1M0.25%
22ISHARES TR46434V456144,872$5.4M0.22%
23SPDR SER TR78464A85450,817$3.5M0.14%
24JANUS INTERNATIONAL GROUP INJBI450,000$3.3M0.13%
25NVIDIA CORPORATIONNVDA24,462$3.3M0.13%
26ISHARES TR46428867929,666$3.3M0.13%
27SPDR INDEX SHS FDS78463X47550,644$3.2M0.13%
28VANGUARD INDEX FDS92290865215,375$2.9M0.12%
29VANGUARD INDEX FDS92290874416,201$2.7M0.11%
30ISHARES TR46428844895,989$2.6M0.11%
31ISHARES INC46428652522,617$2.5M0.10%
32ISHARES INC46434G10343,795$2.3M0.09%
33VANGUARD SCOTTSDALE FDS92206C68020,952$2.2M0.09%
34VANGUARD INTL EQUITY INDEX F92204274217,746$2.1M0.08%
35CAPITAL GROUP DIVIDEND VALUE14020W10657,619$2.0M0.08%
36META PLATFORMS INCMETA3,398$2.0M0.08%
37CAPITAL GROUP GBL GROWTH EQT14020X10465,246$1.9M0.08%
38AMAZON COM INCAMZN8,296$1.8M0.07%
39EXXON MOBIL CORPXOM16,694$1.8M0.07%
40ISHARES TR46435GAA072,777$1.8M0.07%
41PROCTER AND GAMBLE CO7427181099,988$1.7M0.07%
42SPDR SER TR78468R72136,220$1.7M0.07%
43MICROSOFT CORPMSFT3,806$1.6M0.07%
44SPDR SER TR78468R78836,411$1.6M0.06%
45INVESCO QQQ TRIVZ2,995$1.5M0.06%
46ISHARES TR46428780412,969$1.5M0.06%
47ISHARES TR46428745716,981$1.4M0.06%
48VANGUARD INDEX FDS9229086295,056$1.3M0.05%
49SELECT SECTOR SPDR TR81369Y50615,219$1.3M0.05%
50COCA COLA COKO20,408$1.3M0.05%
51PHILIP MORRIS INTL INC71817210910,469$1.3M0.05%
52ISHARES TR4642876223,868$1.2M0.05%
53NOVO-NORDISK A SNONOF12,166$1.0M0.04%
54VANGUARD INTL EQUITY INDEX F92204285823,175$1.0M0.04%
55CAPITAL GROUP CORE EQUITY ET14020V10829,107$1.0M0.04%
56SPDR S&P 500 ETF TRSPY1,697$994,5780.04%
57ABBVIE INCABBV5,520$980,9050.04%
58ELI LILLY & COLLY1,267$978,1240.04%
59ISHARES TR46435UAA939,703$951,2840.04%
60BOOKING HOLDINGS INCBKNG183$909,2210.04%
61ISHARES TR46429B26739,514$908,0320.04%
62SPDR INDEX SHS FDS78463X88925,781$879,8970.04%
63AUTOMATIC DATA PROCESSING INADP2,992$875,8480.04%
64JOHNSON & JOHNSONJNJ5,632$814,5050.03%
65CHEVRON CORP NEWCVX5,585$808,9310.03%
66BROADCOM INCAVGO3,482$807,2670.03%
67ISHARES TR4642871506,243$802,9750.03%
68ALPHABET INCGOOG4,140$788,4220.03%
69WALMART INCWMT8,612$778,0940.03%
70TAIWAN SEMICONDUCTOR MFG LTD8740391003,900$770,2110.03%
71ENTERPRISE PRODS PARTNERS L29379210723,249$729,0890.03%
72PEPSICO INCPEP4,781$726,9990.03%
73THE TRADE DESK INC88339J1056,004$705,6500.03%
74BERKSHIRE HATHAWAY INC DELBRK-A1$680,9200.03%
75HOME DEPOT INCHD1,696$659,5510.03%
76BERKSHIRE HATHAWAY INC DELBRK-A1,397$633,2320.03%
77ABBOTT LABSABLZF5,585$631,6650.03%
78ISHARES TR4642882575,371$631,1390.03%
79ROYAL BK CDA7800871025,185$624,8440.03%
80JPMORGAN CHASE & CO.VYLD2,405$576,5030.02%
81VISA INCV1,793$566,6600.02%
82TEXAS PACIFIC LAND CORPORATITPL503$556,2980.02%
83ALTRIA GROUP INCMO10,409$544,2870.02%
84TESLA INCTSLA1,325$535,0880.02%
85UNITED STS 12 MONTH OIL FD LUNTCW13,265$504,3350.02%
86SPDR SER TR78464A4095,625$494,4150.02%
87WISDOMTREE TRWT10,588$494,3540.02%
88SPDR SER TR78464A64919,388$484,4990.02%
89SCHWAB STRATEGIC TR80852410221,234$482,0120.02%
90CONOCOPHILLIPSCOP4,648$460,9420.02%
91COMCAST CORP NEWCCZ12,144$455,7520.02%
92AXON ENTERPRISE INCAXON752$446,9290.02%
93WORKDAY INCWDAY1,689$435,8130.02%
94ISHARES TR4642875076,981$434,9860.02%
95ARISTA NETWORKS INCANET3,848$425,3190.02%
96NETFLIX INCNFLX476$424,2680.02%
97UNITEDHEALTH GROUP INCUNH774$391,5360.02%
98ISHARES TR4642888853,731$361,2730.01%
99SPDR INDEX SHS FDS78463X77210,250$358,3490.01%
100TJX COS INC NEW8725401092,925$353,3690.01%
101ACCENTURE PLC IRELANDACN995$350,0310.01%
102ISHARES TR46429B6973,925$348,4610.01%
103TEXAS INSTRS INC8825081041,844$345,7680.01%
104T-MOBILE US INCTMUSZ1,553$342,7940.01%
105AMERICAN EXPRESS COAXP1,139$338,0440.01%
106ALPHABET INCGOOG1,768$334,6820.01%
107VANGUARD INDEX FDS9229087511,364$327,7420.01%
108SAP SESAPGF1,275$313,9180.01%
109SHELL PLCRYDAF4,919$308,1750.01%
110MONDELEZ INTL INC6092071055,050$301,6370.01%
111CISCO SYS INCCSCO5,078$300,6180.01%
112MERCK & CO INCMRK3,003$298,7380.01%
113ORACLE CORPORCL-PD1,781$296,7860.01%
114VANGUARD BD INDEX FDS9219378273,838$296,5320.01%
115CHIPOTLE MEXICAN GRILL INCCMG4,875$293,9630.01%
116LOWES COS INC5486611071,171$289,0030.01%
117CAPITAL ONE FINL CORP14040H1051,584$282,4590.01%
118AERCAP HOLDINGS NVAER2,943$281,6450.01%
119SPDR INDEX SHS FDS78463X5096,924$265,6580.01%
120ISHARES TR4642875981,363$252,3320.01%
121TOYOTA MOTOR CORPTOYOF1,281$249,2950.01%
122CATERPILLAR INCCAT686$248,8530.01%
123PAYPAL HLDGS INCPYPL2,890$246,6620.01%
124SALESFORCE INCCRM710$237,3740.01%
125ISHARES INC46434G8223,465$232,5020.01%
126ROPER TECHNOLOGIES INCROP446$231,8530.01%
127VANGUARD SPECIALIZED FUNDS9219088441,183$231,6670.01%
128WELLS FARGO CO NEW9497461013,250$228,2800.01%
129ALIBABA GROUP HLDG LTDBBAAY2,649$224,6090.01%
130AT&T INCT-PC9,791$222,9410.01%
131CHUBB LIMITEDCB791$218,5530.01%
132UNION PAC CORPUNP951$216,8660.01%
133HUMANA INCHUM854$216,6850.01%
134COSTCO WHSL CORP NEW22160K105236$216,2400.01%
135ELEVANCE HEALTH INCELV577$212,8550.01%
136SELECT SECTOR SPDR TR81369Y803909$211,3610.01%
137AMGEN INCAMGN795$207,2090.01%
138VANECK BITCOIN ETFHODL1,943$205,3950.01%
139ISHARES TR46435U5158,051$200,4700.01%
140INVESCO EXCHANGE TRADED FD TIVZ985$172,6020.01%
141SCHWAB STRATEGIC TR8085247554,616$153,2970.01%
142SPDR SER TR78464A7972,640$146,4410.01%
143ISHARES TR4642881581,340$141,3430.01%
144INVESCO EXCHANGE TRADED FD TIVZ3,240$130,7020.01%
145ISHARES TR4642888772,462$129,1810.01%
146ISHARES TR46435G425871$112,2020.00%
147ISHARES TR464287101382$110,3410.00%
148SPDR INDEX SHS FDS78463X301860$99,3820.00%
149SCHWAB STRATEGIC TR8085247973,444$94,0900.00%
150ISHARES TR4642888281,940$93,1010.00%
151ISHARES TR464287309874$88,7370.00%
152ISHARES TR464287630509$83,5630.00%
153INVESCO EXCHANGE TRADED FD TIVZ1,870$69,9750.00%
154SCHWAB STRATEGIC TR8085248053,778$69,8930.00%
155ISHARES TR464287655303$66,9510.00%
156VANGUARD INDEX FDS922908538253$64,1990.00%
157ISHARES TR464288794443$63,8360.00%
158SCHWAB STRATEGIC TR8085242012,349$54,4500.00%
159ISHARES TR464287465710$53,6830.00%
160ISHARES TR464287721293$46,7390.00%
161SELECT SECTOR SPDR TR81369Y407208$46,6650.00%
162SPDR SER TR78468R663335$30,6290.00%
163ISHARES TR46436E8661,075$25,0690.00%
164ISHARES TR46436E8581,098$25,0450.00%
165ISHARES TR46436E8411,124$24,9490.00%
166VANGUARD INDEX FDS922908553272$24,2300.00%
167AMBEV SAABEV11,548$21,3640.00%
168SELECT SECTOR SPDR TR81369Y852200$19,3620.00%
169ISHARES TR46435U713409$18,9330.00%
170SELECT SECTOR SPDR TR81369Y20963$8,6670.00%
171ISHARES TR464288240145$7,5630.00%
172ISHARES TR464288737117$7,0540.00%
173ISHARES TR46434V38174$4,4150.00%
174SCHWAB STRATEGIC TR808524508114$3,1590.00%
175VANGUARD INTL EQUITY INDEX F92204271818$2,0610.00%
176SPDR INDEX SHS FDS78463X15229$1,4820.00%
177ISHARES TR46428723429$1,2130.00%
178VANGUARD SCOTTSDALE FDS92206C10217$9910.00%
179ISHARES TR46428822444$5010.00%
180VANGUARD SCOTTSDALE FDS92206C7143$2080.00%
181SCHWAB STRATEGIC TR8085246072$520.00%